Wealth Manager

1 week ago


uttar pradesh, India KG Engineering & Consultancy Full time

Job Specifications Role Designation: Sr RM/RM Investment Products Department: Investment Products Function: Sales/Wealth Management Company: MOFSL Reporting to: Cluster Manager Location: Delhi, Noida Job Purpose The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products Meet the required AUM, investor acquisition and AUM targets for given area. Ensure the timely delivery of customized wealth advise to HNI customers Periodic review of client’s portfolio to ensure that they are in line with client’s investment objectives Joint calls with branch team Role Requirements Educational Qualifications: Post Graduation Experience: 1+ Years in sales/wealth management of handling the HNI clients. Team handling experience: Not mandatory Preferred industry back ground: Wealth Management, Banking, Investment Counselling Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products


  • Wealth Manager

    2 weeks ago


    uttar pradesh, India KG Engineering & Consultancy Full time

    Job SpecificationsRole Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth Management Company: MOFSL Reporting to: Cluster ManagerLocation: Delhi, NoidaJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all...

  • Wealth Manager

    2 weeks ago


    madhya pradesh, India Arihant Capital Markets Ltd Full time

    Hiring Alert: Wealth Manager at ArihantPlus ArihantPlus is the digital broking arm of Arihant Capital Markets Limited, and we’re on a mission to make investing and trading smarter, more accessible, and truly level for every kind of investor. We’re building a platform that empowers beginners, supports seasoned traders, and inspires everyone in between. To...

  • Wealth Manager

    2 weeks ago


    madhya pradesh, India Arihant Capital Markets Ltd Full time

    Hiring Alert: Wealth Manager at ArihantPlus ArihantPlus is the digital broking arm of Arihant Capital Markets Limited, and we’re on a mission to make investing and trading smarter, more accessible, and truly level for every kind of investor. We’re building a platform that empowers beginners, supports seasoned traders, and inspires everyone in between.To...


  • Noida Sector , Noida, Uttar Pradesh, India Global wealth ways Full time

    *J D : Relationship Manager – Wealth Products*We are seeking an experienced Relationship Manager to acquire and manage *HNI and UHNI clients* by sourcing leads from multiple channels and building long-term relationships. The role involves *cross-selling and advising* on a wide range of wealth products including *luxury real estate, PMS, mutual funds,...

  • Wealth Manager

    4 weeks ago


    uttar pradesh, India Pay4Profits Full time

    Senior Relationship Manager – Wealth Manager (Assistant | Deputy | Senior | AVP | DVP | VP) Noida, Sector-135 | Full-time For experienced Wealth Professionals managing ₹100 Cr+ AUM with established HNI / UHNI client relationships. About Wealth Creation Company Wealth Creation Company is a premium wealth distribution platform facilitating access to...


  • Noida, Uttar Pradesh, India Wealth redefine Full time

    **Company Description** Wealth Redefine Financial Services LLP simplifies your journey to financial success. Based in Noida since 2013, recognized as one of the Top 10 Promising Wealth Management Companies by Success Insight, the firm proudly manages an AUM of over 600+ Crores. **Role Description** This is a full-time on-site role for a Financial...

  • Wealth Clinic

    3 weeks ago


    Noida, Uttar Pradesh, India Wealth Clinic Full time

    Job SummaryThe Assistant Manager - Real Estate supports the Manager in overseeing day-to-day operations sales activities client relationships and project coordination The role involves assisting in business development property transactions team coordination and ensuring compliance with company policies and regulatory requirements Key Responsibilities...


  • Noida, Uttar Pradesh, India NIFM Educational Institutions Full time

    **Salary** **- Stipend 10000 - 15000 **Industry** **- Financial Company **Role/Position** **- Internship for Associate Client Wealth **Keyskills** **- Compensation: The first 3-6 Months will be the Internship period with a Stipend of INR 10,000/Month for graduate students and INR 15000/Month for Post Graduate. After successful completion and depending on...


  • Noida, Uttar Pradesh, India TATA CAPITAL Full time

    Job Purpose The purpose of the job is to be responsible for building and nurturing strong long-lasting relationships with high-net-worth clients providing them with expert financial advice and personalized wealth management solutions The role requires a deep understanding of financial markets investment products and a commitment to delivering exceptional...

  • Marketing Manager

    1 day ago


    uttar pradesh, India AskTheWiseGuy Full time

    AskTheWiseGuy, founded by Arpit Arora, India's leading Wealth Strategist is helping MSME manufacturers to transform their business & personal money management to create more wealth quickly, but safely. While Indian manufacturers are busy running their businesses, AskTheWiseGuy enables them to make passive income and achieve financial goals so that they can...