Wealth Manager
21 hours ago
Key Responsibilities - Acquire and manage a portfolio of HNIs/UHNIs, Retail Affluent, and Corporate clients. - Prospect and onboard investment distributors / IFAs to expand product reach. - Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, fixed income, etc.). - Conduct regular portfolio reviews, client meetings, webinars, and investor events. - Run end-to-end investment sales cycle: lead generation, pitching, documentation, closure, and post-investment servicing. - Coordinate with internal teams (product, operations, compliance) for smooth execution. - Use digital/social media and other channels to educate clients and build trust. - Achieve sales and revenue targets (AUM growth, number of clients onboarded, distributor partnerships). What We're Looking For - 2 to 7 years of relevant experience in wealth management, investment advisory, mutual fund distribution, or financial product sales. - Strong understanding of wealth/investment products and the ability to pitch complex solutions. - Proven track record of working with HNI / UHNI clients and exposure to distributor/IFA engagement. - Excellent communication and relationship-building skills. - Strong phone and in-person presence; ability to manage multiple clients and leads simultaneously. - Self-driven, result-oriented, and comfortable working in a fast-paced fintech/startup environment. Preferred Qualifications - Bachelors degree in Finance, Commerce, Economics, or related field (MBA is a plus). - Certifications such as NISM, CFP, or CFA (preferred but not mandatory). - Prior experience in fintech, wealth tech, or alternative investments will be an advantage.
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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
24 hours 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,...
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Wealth Manager
1 day ago
gurugram, India NexionPro Services Full timeJob 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 Responsibilities Acquire,...
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Wealth Manager
20 hours ago
Gurugram, India NexionPro Services Full timeJob 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 Responsibilities Acquire,...
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Wealth Manager
3 days 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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Wealth Manager
24 hours ago
Gurugram, India Grip Invest Full timeKey ResponsibilitiesAcquire and manage a portfolio of HNIs/UHNIs, Retail Affluent, and Corporate clients.Prospect and onboard investment distributors / IFAs to expand product reach.Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, fixed income, etc.).Conduct...
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Global Wealth Manager
1 day 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 —...
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Global Wealth Manager
18 hours ago
Gurugram, 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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Partner-Wealth Management
3 days 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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Senior Wealth Manager
3 days ago
Gurugram, India Dealplexus Full timeJob 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...
