Wealth Manager/Sr Wealth Manager
1 day ago
Company Description Dhan Saarthi is an investing platform dedicated to prioritizing the needs of investors. The company focuses on addressing the trust and guidance gap in personal finance by offering personalized solutions. With a commitment to empowering investors, Dhan Saarthi aims to make a meaningful impact on individual financial journeys. Role Description This is a full-time remote role for a Wealth Advisory | MF | AIF | PMS | Stock professional. The role involves advising clients on wealth management solutions, mutual funds, alternative investment funds (AIFs), portfolio management services (PMS), and stock-related financial strategies. You will conduct financial assessments, design investment strategies, maintain client relationships, and ensure personalized investment experiences aligned with clients' goals. Qualifications Expertise in Wealth Management, Mutual Funds, AIFs, PMS, and Stock Markets Strong knowledge of Financial Analysis and Investment Strategies Exceptional skills in Communication, Relationship Building, and Client Service Ability to stay current with market trends and financial regulations Relevant qualifications such as CFA, CFP, or equivalent certifications are highly advantageous Bachelor’s or Master’s degree in Finance, Economics, Business, or related fields
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Wealth Manager
2 weeks ago
Greater Delhi Area, India Nuvama Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Wealth Manager located in the Greater Delhi Area. The Wealth Manager will be responsible for creating and executing financial planning strategies for clients. Responsibilities include managing investments, providing advice on insurance and finance,...
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Private Wealth Manager
2 weeks ago
Delhi, Delhi, India InCred Wealth Full time ₹ 12,00,000 - ₹ 36,00,000 per yearCompany DescriptionInCred Wealth is an agile wealth management company committed to delivering world-class investment services and solutions to Indian clients globally. We cater to UHNI and HNI clients with an extensive range of investment products backed by thorough research, advanced technology, and a dedicated team. Our services include investment...
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Wealth Manager
5 days ago
Delhi, India Finovia Wealth Pvt Ltd Full timeCompany DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...
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Senior Wealth Manager
2 weeks ago
Delhi, Delhi, India Nuvama Wealth Full time ₹ 8,00,000 - ₹ 12,00,000 per yearWe're Hiring: Experienced Senior Wealth Managers – B2B SegmentAre you a seasoned Wealth Manager passionate about helping people make smarter financial decisions? We're expanding our B2B Wealth Management team and looking for professionals who can work closely with our business partners—to guide their clients in building tailored portfolios and...
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Wealth Manager
1 week ago
Delhi, 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,...
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Wealth Manager
5 days ago
New Delhi, India Finovia Wealth Pvt Ltd Full timeCompany DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...
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Wealth Manager
3 days ago
New Delhi, India Finovia Wealth Pvt Ltd Full timeCompany DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...
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Wealth Management Associate
5 hours ago
Delhi, Delhi, India Addwell Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per yearFull Time | Based in Connaught Place, New DelhiWe are looking for a passionateWealth Associatewith aprimary focus on Portfolio Planning, Relationship Management, and Client acquisition. As a Wealth Manager, you will work closely with both retail & high-net-worth clients, providing strategic financial guidance, and implementing tailored wealth management...
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Wealth Manager
2 days ago
Delhi, Delhi, India ONE Horizon Wealth Full time ₹ 15,00,000 - ₹ 20,00,000 per yearResponsibilities:* Manage client portfolios with mutual funds expertise* Acquire high net worth clients through strategic planning* Provide investment advice and product knowledge* Oversee wealth management services for HNIsTravel allowanceHealth insuranceAccidental insuranceLife insuranceAnnual bonusSales incentivesPerformance bonus
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Wealth Manager
2 weeks ago
Ahmedabad, Delhi, Mumbai, NCR, India Nuvama Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per yearHiring for Wealth Manager Please find below the Job DescriptionLocation - Delhi, Mumbai, AhmedabadEducational Qualification: PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any SpecializationDesired Experience:Preferably MBA/Graduate with relevant 3+ years of experienceGraduate with relevant experiencePrerequisite:Candidates with prior experience in...
