AVP - NRI Wealth

3 days ago

India SBNRI Full time

AVP /Senior Manager – Wealth 📍 Gurgaon | Hybrid 🕓 Experience: 6–15 years About the Role: We're looking for a Wealth Rockstar who understands both NRI and RI portfolios inside out. You'll bring deep expertise in Mutual Funds, PMS, and AIF, along with a strong personal investment mindset. If you thrive in a fast-paced, high-growth fintech setup — this role is for you. What You'll Do: - Manage and grow high-value NRI & RI portfolios. - Craft investment strategies across MF, PMS & AIF. - Build long-term client trust through smart, data-driven advisory. - Stay ahead of market trends and product innovations. - Collaborate with cross-functional teams to enhance client experience. What We're Looking For: - 6–15 years of hands-on experience in Wealth / Investment Advisory. - Strong track record managing NRI & RI clients. - Deep product knowledge across MF, PMS & AIF. - Great communicator, relationship builder, and self-starter. - SEBI/NISM certifications are a plus. Why Join Us: Work with a fast-growing fintech reshaping wealth for the new India. Hybrid setup. High ownership. Real impact. CTC - As per standard.

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