Senior Wealth Manager
3 weeks 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.
-
Senior Wealth Manager
1 week ago
Pune, Maharashtra, India, Maharashtra Nuvama Wealth Full timeAbout Nuvama:Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...
-
Senior Wealth Manager
2 weeks ago
Chennai, Tamil Nadu, India, Tamil Nadu Nuvama Wealth Full timeAbout Nuvama:Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...
-
Wealth Manager
13 hours ago
Lucknow, India Nuvama Wealth Full timeJob Description Company Description We suggest you enter details here. Role Description This is a full-time, on-site role for a Wealth Manager located in Lucknow. The Wealth Manager will be responsible for assisting clients in achieving their financial goals through strategic financial planning and effective asset management. Day-to-day tasks include...
-
Wealth Manager
3 weeks 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...
-
Relationship Manager – Wealth Management
2 weeks ago
Vadodara, Gujarat, India, Gujarat UpperCrust Wealth Pvt.Ltd. Full timeTop 5 Reasons to Build Your Career at UpperCrust Wealth 1. Biggest Wealth-Management Setup in VadodaraWork with one of the city’s strongest and fastest-growing financial teams. 2. Exposure to Every Major Investment ProductPMS, Mutual Funds, AIFs, Insurance, Corporate Treasury — learn everything under one roof. 3. Work With the Largest & Most...
-
Senior Wealth Manager
2 days ago
Chandigarh, India Aditya Birla Sun Life Insurance Full timeJob Description Company Description Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the globally recognized Indian conglomerate Aditya Birla Group and Sun Life Financial Inc., a leading Canadian financial services organization. Established in 2000, ABSLI has significantly contributed to the growth of India's life insurance...
-
Global Wealth Manager
3 weeks ago
Gurugram, India SBNRI Full timeAVP /Senior Manager – Wealth📍 Gurgaon | 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 —...
-
Global Wealth Manager
3 weeks ago
Gurugram, India SBNRI Full timeAVP /Senior Manager – Wealth📍 Gurgaon | 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 —...
-
Senior Relationship Manager
1 week ago
Mumbai, India Nil Full timeJob Description Job Title: Senior Relationship Manager- Wealth Management Solutions (Forex, Treasury & Wealth Management) Location: Mumbai - (with Travel) Job Type: Full-time CTC: 15- 30 LPA plus incentives plus bonus. Role Overview: We seek a senior relationship manager in wealth management with an entrepreneurial mindset and 5-10 years of experience...
-
Wealth Manager
3 weeks ago
Gurugram, 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,...
