Wealth Manager
3 days ago
Job Description Job description Job Title: Wealth Manager - AIF Category II (Sales) Location: Charni Road Department: Investments About the Role We are seeking an experienced Wealth Manager with proven expertise in Alternative Investment Funds (AIF) Category II, specifically in driving sales, fundraising, and investor relations. The ideal candidate will have a strong network of HNIs, UHNIs, Family Offices, and Wealth Partners, along with hands-on experience in positioning AIF products, managing end-to-end deal cycles, and meeting fundraising targets. Key ResponsibilitiesAIF Fund Sales & Fundraising - Lead the sales and distribution of AIF Category II funds, ensuring strong market penetration and investor acquisition. - Achieve fundraising targets through systematic outreach to HNIs, UHNIs, Family Offices, PMS/Wealth Partners, IFAs, and other investment channels. - Conduct investor pitches, product walkthroughs, financial returns explanation, and address investor concerns confidently. - Manage the entire investor pipelineincluding sourcing, qualification, engagement, closure, and post-investment support. Investor Relationship Management - Build and maintain strong relationships with key investors and distribution partners. - Provide regular portfolio updates, performance reports, and communication support to investors. - Serve as the primary point of contact for investor queries related to the AIF. Product Expertise & Market Intelligence - Deeply understand the structure, strategy, compliance, taxation, and risk framework of AIF Category II funds. - Collaborate with fund managers, operations, compliance, and product teams to ensure accurate representation of fund details. - Track competitor products, market trends, and regulatory changes from SEBI. Industry - Financial Services Employment Type Full-time
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Content Writer
4 weeks ago
Mumbai, India Nuvama Wealth Full timeJob Description Overview: 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...
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Wealth Manager
7 days ago
India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI,...
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Wealth Manager
6 days ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and...
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Wealth Manager
7 days ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI,...
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Wealth Manager
7 days ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and...
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Wealth Manager
6 days ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI,...
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Wealth Manager
6 days ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and...
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Wealth Manager
6 days ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and...
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Wealth Manager
7 days ago
mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and...
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Wealth Manager
7 days ago
India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and corporate...
