Senior Wealth Manager
15 hours ago
Job Description Job Title: Wealth Manager Company Name: Dealplexus Experience: 3 to 5 Years Location: Gurgaon Industry: Financial Services Functional Area: Wealth Management / Financial Advisory / Investment Advisory Employment Type: Full Time, Permanent, Work From Office About Company: Dealplexus is a diversified financial services platform operating across seven verticals including Angel Investment, Investment Banking, Loans, Insurance, Wealth Management, SME IPO, and Strategic Advisory. We empower professionals and investors with smart tools, strategic insights, and curated financial products through strategic partnerships with top financial institutions, we provide expert advisory and seamless financial services. Job Description Dealplexus is looking for a dynamic and experienced Wealth Manager to join our growing fintech platform. The ideal candidate should have solid experience across multiple wealth products such as Mutual Funds, PMS, AIFs, Digi Gold, and Fixed Income Securities, and should be capable of driving sales while managing long-term client relationships. Role Overview: We are looking for an experienced Wealth Manager to join our dynamic team. The ideal candidate should have hands-on expertise in a broad range of wealth products including Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Digi Gold, and Fixed Income Securities. You will be responsible for driving sales, managing client relationships, and providing tailored financial solutions. Roles and Responsibilities: - Acquire and manage HNI/UHNI and retail clients for wealth products - Drive sales of financial products like Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Fixed Income Securities, and Digi Gold - Maintain strong relationships and offer personalized investment solutions - Stay updated on market trends and help clients build diversified portfolios - Achieve monthly and quarterly sales targets - Leverage internal leads and networks to grow client base - Maintain high standards of client servicing and financial compliance Candidate Requirements: - 35 years of experience in Wealth Management or Investment Advisory - Proven track record in sales and relationship management - Deep knowledge of financial products and markets - Excellent communication, negotiation, and interpersonal skills - NISM Mutual Fund certification preferred - Existing client base is a strong plus What We Offer: - Competitive compensation + performance incentives. - Opportunity to be part of a fast-scaling financial services platform. - Exposure to a wide array of wealth products and cross-functional learning. - Work in a collaborative, growth-focused environment.
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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 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
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...
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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
15 hours ago
Gurugram, Gurugram, India NexionPro Services Full timeJob Description Job Title: Wealth Relationship Manager (Wealth RM) Role Overview We 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...
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Bengaluru, India Wealth Manager Full timeJob Description NOTE - to be considered for this role you must submit a short Instagram reel about financial markets to [Confidential Information]. Without this, your application will not be considered. Duration: 2-6 months Start Date: As soon as possible Key Responsibilities: Content Creation (70%) - Research and develop Social media content for an AI /...
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Partner-Wealth Management
15 hours ago
Gurugram, Gurugram, India InvesTek Full timeJob Description InvesTek 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...
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Wealth Head
6 days ago
Gurugram, Gurugram, India Bajaj Capital Ltd Full timeJob Description Company Description Bajaj Capital Ltd. is a trusted financial services company with over 60 years of experience helping clients protect and grow their wealth. We are committed to providing need-based financial solutions, building lifetime client relationships, and ensuring value through high-quality mentorship and research. Our diverse range...
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Global Wealth Manager
7 days ago
India SBNRI Full timeAVP /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...
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Wint Wealth
3 days ago
Bengaluru, India Wint Wealth Full timeJob Description Established in 2020, Wint Wealth is one of India's largest online bond platforms, trusted by over 70,000+ investors. With retail investments exceeding Rs. 2000 crore, we continue to empower retail investors through accessible and secure bond investments. We are an online bond platform provider (OBPP) registered with SEBI as a debt broker. We...
