Wealth Manager
18 hours ago
Wealth Manager – HNI Acquisition (Asst. Manager / Manager / Sr. Manager)Locations: Chennai | Kolkata | Hyderabad | Ahmedabad | Mumbai | Pune | Bangalore | DelhiExperience: 2 – 5 YearsAbout the RoleWe are seeking highly motivated and dynamic professionals to join our team as Wealth Managers – HNI Acquisition . The role involves building and managing relationships with High Net Worth Individuals (HNIs) while offering them tailored investment solutions across equity-based products.Key ResponsibilitiesResponsible for selling Equity-based investment products to clients.Identify customer needs , assess risk appetite, and recommend appropriate investment options.Achieve monthly sales targets as assigned by the organization.Maintain regular client engagement and provide timely updates to reporting managers.Build long-term relationships with HNI clients to grow Assets Under Management (AUM).Required Education, Skills & KnowledgeGraduate / Post-Graduate in any discipline.2–5 years of experience in direct sales of financial products such as Equity, Mutual Funds, Commodities, or Derivatives .Candidates with AUM size of ₹20 Cr & above and strong HNI network will be preferred.Excellent communication and presentation skills.Pleasing personality with a positive and professional attitude.Self-starter , proactive, and target-driven individual.Strong relationship management and client servicing skills.Why Join Us?Opportunity to work with a leading wealth management brand.Attractive performance-based incentives.Dynamic and growth-oriented work environment.If you are passionate about wealth management, client acquisition, and delivering value-driven investment solutions, we’d love to connect with youApply Now or share your profile at ( /
-
Wealth Manager
5 days ago
New Delhi, India Nuvama Wealth Full timeWealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Mumbai &...
-
Wealth Manager
2 weeks ago
New Delhi, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
-
Wealth Manager
7 days ago
New Delhi, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
-
Wealth Manager
4 hours ago
Delhi, Delhi, India SMC Private Wealth Full time ₹ 20,00,000 - ₹ 25,00,000 per yearCompany: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High NetWorth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales andexpand our client base, with a strong emphasis on selling PMS, AIF, and other...
-
Content Writer
7 days ago
New Delhi, India Nuvama Wealth Full timeOverview: We are seeking a skilledContent Writerwith a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...
-
Content Writer
5 days ago
New Delhi, India Nuvama Wealth Full timeOverview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...
-
Wealth Management – Research
2 weeks ago
Delhi, Delhi, India Foundation Wealth Capital Avenues Full time ₹ 6,00,000 - ₹ 12,00,000 per yearSelected Intern's Day-to-day Responsibilities IncludeAssist in client prospecting by supporting outreach, follow-ups, and initial engagement efforts.Conduct portfolio research and assist in analyzing mutual funds, equity, and investment products.Support portfolio reviews, including gap analysis and risk assessments for existing clients.Help prepare...
-
Wealth Manager
3 days ago
Delhi, India TIGI HR Full timeWealth Manager – HNI Acquisition (Asst. Manager / Manager / Sr. Manager)📍 Locations: Chennai | Kolkata | Hyderabad | Ahmedabad | Mumbai | Pune | Bangalore | Delhi🕒 Experience: 2 – 5 YearsAbout the RoleWe are seeking highly motivated and dynamic professionals to join our team as Wealth Managers – HNI Acquisition. The role involves building and...
-
Wealth Manager
4 weeks ago
Delhi, India Talentgigs Full timeJob Title: Wealth Manager Location: Chennai Job Type: Full-Time Experience : 3 to 10 Yrs Job Summary: We are seeking an experienced and client-focused Wealth Manager to join our team. The ideal candidate will be responsible for managing high-net-worth clients, providing personalized financial planning, investment strategies, and wealth management...
-
Wealth Manager
3 days ago
Delhi, India TIGI HR Full timeWealth Manager – HNI Acquisition (Asst. Manager / Manager / Sr. Manager)Locations: Chennai | Kolkata | Hyderabad | Ahmedabad | Mumbai | Pune | Bangalore | DelhiExperience: 2 – 5 YearsAbout the RoleWe are seeking highly motivated and dynamic professionals to join our team as Wealth Managers – HNI Acquisition . The role involves building and managing...
