Wealth Manager
4 hours ago
Job Description Company Description Established in 1995, Mirae Asset Sharekhan is a pioneer in introducing online trading in India. Serving over 3.1 million clients through 120+ branches and 4,400+ business partners, it has built a strong reputation in wealth creation. The company offers an extensive range of financial solutions, including Mutual Funds, Stocks, IPOs, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), ETFs, Corporate Deposits, Futures & Options, Commodities, and Bonds. With more than 1.1 million trades executed daily, Mirae Asset Sharekhan continues to deliver expert financial services and educational support to its diverse clientele. Role Description This is a full-time, on-site Wealth Manager role located in Surat. The Wealth Manager will be responsible for providing financial planning and investment management services to clients. Key responsibilities include creating personalized investment strategies, analyzing financial data, identifying suitable insurance products, and managing clients portfolios. The role also involves building strong relationships with clients, monitoring market trends, and providing comprehensive financial guidance to help clients achieve their financial goals. Qualifications - Strong background in Financial Planning and Investment Management - Proficiency in Investments and Finance - Familiarity with Insurance products and strategies - Excellent communication and interpersonal skills - Ability to analyze market trends and make informed financial recommendations - Bachelor's degree in Finance, Economics, Business, or a related field - Professional certifications such as CFP, CFA, or similar are a plus - Experience in managing high-net-worth clients is advantageous
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Wealth Manager
23 hours 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
23 hours 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
3 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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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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Wealth Manager
3 weeks ago
Kolkata, India Navya Nexus Pvt Ltd Full timeJob Description Company Description Navya Nexus is your destination for HR Services, Recruitment, and Digital Marketing Solutionscrafted to help startups, professionals, and founders grow, brand, and scale with purpose. We offer tailored services in HR operations, recruitment & talent solutions, career development, digital marketing, and brand strategy. At...
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Private Wealth Manager
1 week ago
India TekPillar® Full time € 30,00,000 - € 60,00,000Location: Bangalore / Chennai / Hyderabad Experience: 15+ Years in Private Wealth Management CTC: ₹30 LPA – ₹60 LPA (Based on current CTC and interview) Employment Type: Full-time | Permanent About the Role We are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI...
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Senior Wealth Manager
1 week ago
India TekPillar® Full time € 30,00,000 - € 60,00,000Bangalore / Chennai / Hyderabad Experience: 15+ Years in Private Wealth Management Employment Type: Full-time | Permanent We are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients, offering tailored investment and wealth creation solutions through PMS, AIF, and other...
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Wealth Manager
23 hours ago
India D. R . Share & Stock Brokers pvt. Ltd. Full time € 20,000 - € 60,000We’re Hiring: Wealth Manager – Mutual Funds (Client Advisory | Zoom Meetings | Portfolio Management) Location: Chandigarh (On-Site) Company: DR. Shares & Stock Brokers Are you an experienced mutual fund professional who can confidently handle client advisory, Zoom meetings, portfolio reviews, and long-term relationship building? If you bring expertise,...
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Global Wealth Manager
23 hours 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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Wealth Manager
4 hours ago
Kolkata, India SMIFS LIMITED Full timeJob Description Company Description SMIFS Limited, established in 1993, has a strong legacy in the financial services sector. Under the leadership of Mr. Rahul Kayan, guided by industry experts Mr. Ajay Kayan and Mr. Utsav Parekh, the company offers an extensive range of services including Equity, Commodity, and Currency Brokerage, Portfolio Management...