Manager Wealth
3 weeks ago
Manage end-to-end client servicing operations for wealth management clients Handle a team of client service executives ensuring high-quality customer interactions and timely query resolution Oversee client portfolio processes including investment tracking account maintenance and financial documentation Coordinate with internal teams and external stakeholders to ensure smooth process delivery and compliance Review reports monitor SLAs and implement process improvements to enhance efficiency Conduct team training performance reviews and motivate staff to achieve service excellence Handle escalations and ensure prompt resolution of client issues Maintain accurate records and ensure adherence to KYC and regulatory compliance norms Prepare periodic performance reports and share client insights with senior management
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Intern/Freshers - Wealth Operations
4 days ago
Gurgaon, Haryana, India InCred Wealth Full time ₹ 3,00,000 - ₹ 6,00,000 per yearCompany DescriptionInCred Wealth is a modern, agile wealth management company with a mission to provide world-class investment services and solutions to Indian clients globally. We offer UHNI & HNI clients a comprehensive investment product suite powered by in-depth research, advanced technology, and delivered by a highly experienced team. Our products and...
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Wealth Advisor
2 weeks ago
Gurugram, Haryana, India Primedin Wealth Pvt. Ltd. Full time**JOB TITLE**: Client Engagement Manager **LOCATION**: Gurgaon **ABOUT THE COMPANY** Primedin Wealth is a leading wealth management firm, specializing in providing comprehensive financial solutions to high-net-worth individuals and families. We are committed to delivering personalized service, innovative investment strategies, and a client-centric...
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Wealth Manager
21 hours ago
haryana, India NexionPro Services Full timeJob Title: Wealth Relationship Manager (Wealth RM)Role OverviewWe are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks.Key ResponsibilitiesAcquire, manage,...
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Wealth Manager
7 days ago
Gurgaon, Haryana, India Renous Full time ₹ 20,00,000 - ₹ 25,00,000 per yeardeVere Group, a leading global financial advisory organizationis hiring –Wealth ManagerExperience: 5+ YearsJob Location: GurgaonAbout the Role:As a Wealth Manager at deVere Group, you will have the opportunity to support individual clients in managing and growing their wealth across borders. Withlicenses in multiple countries, deVere Groupenables seamless...
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Shriram Wealth
3 weeks ago
Gurgaon, India Shriram Wealth Limited Full timeLead/Sr. Market LeadJob Description:At Shriram Wealth, we are redefining Private Wealth for India's emerging HNIs and looking for a dynamic, result oriented Market Lead/Sr.Market Lead to spearhead the business growth.Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products like -...
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Wealth Manager
1 day ago
Gurgaon, India Grip Invest Full timeKey Responsibilities Acquire and manage a portfolio of HNIs/UHNIs, Retail Affluent, and Corporate clients . Prospect and onboard investment distributors / IFAs to expand product reach. Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, fixed income, etc.). Conduct...
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Wealth Manager
18 hours ago
Gurgaon, India Grip Invest Full timeKey Responsibilities- Acquire and manage a portfolio of HNIs/UHNIs, Retail Affluent, and Corporate clients.- Prospect and onboard investment distributors / IFAs to expand product reach.- Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, fixed income, etc.).-...
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Partner-Wealth Management
5 days ago
Gurgaon, Haryana, India InvesTek Full time ₹ 12,00,000 - ₹ 36,00,000 per yearInvesTek is a leading fintech providing full stack financial services with the help of AI technology. InvesTek offers services across various verticals such as Wealth management, Investment Banking, M&A Treasury Management, Insurance, Private Equity, Lending Solutions, Startup Advisory, Tax Advisory dedicated to providing personalized wealth management...
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Wealth Manager
2 weeks ago
Gurgaon, Haryana, India FundTQ Full time ₹ 10,00,000 - ₹ 15,00,000 per yearCompany DescriptionFundTQ is a premier investment banking firm, ranked among the top 5 in India. We are a team of seasoned professionals committed to delivering tangible financial impact and strategic growth for our clients. Our approach is performance-driven, focusing on executing transactions and driving measurable outcomes. We are built on trust,...
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Global Wealth Manager
18 hours ago
Gurgaon, India SBNRI Full timeAVP /Senior Manager – WealthGurgaon | Hybrid Experience: 6–15 yearsAbout 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...