Wealth Advisor and Financial Planner

4 days ago

delhi, India AKCJ Ventures LLP Full time

Wealth Advisor and Financial Planner

Location: Connaught Place, Delhi

Job Type: Full-Time

Working Days: Mon to Fri


Job Summary:

The Wealth Manager for Distribution will be responsible for expanding the firm’s network by acquiring and managing relationships with high-net-worth individuals (HNWIs), distributors, financial intermediaries, and partners.


Key Responsibilities:

1.Client Acquisition & Relationship Management:

  • Identify and onboard HNWIs and distributors to expand the firm’s wealth management client base.
  • Develop and maintain relationships with financial intermediaries, distributors, and other partners to ensure effective distribution of wealth management products.
  • Provide personalized wealth management solutions to clients based on their financial objectives and risk profiles.

2.Product Distribution & Sales:

  • Drive the distribution of the company’s wealth management and investment products through various channels (e.g., financial intermediaries, distributors, etc.).
  • Ensure product awareness and provide in-depth knowledge of investment solutions and strategies to distribution partners.
  • Meet distribution and sales targets by identifying new business opportunities and closing deals with distributors and clients.

3.Advisory & Planning:

  • Provide expert advice on financial planning, tax optimization, retirement planning, estate planning, and investment strategies.
  • Conduct detailed financial analysis and present tailored financial plans to clients and distributors.
  • Maintain an updated understanding of market trends and product offerings.

4.Relationship Development:

  • Cultivate strong, long-term relationships with clients, distributors, and financial partners to ensure continuous business growth.
  • Collaborate with internal teams (product, research, marketing) to enhance service delivery and product development.
  • Ensure excellent client service and satisfaction through regular reviews and client engagement.

5.Compliance & Reporting:

  • Ensure adherence to regulatory requirements and company policies in all client and distribution activities.
  • Prepare reports on client activity, distribution performance, and market trends for internal and external stakeholders.


Key Qualifications:

  • Bachelor’s degree in Finance, Economics, Business, or a related field. MBA or professional certification (CFA, CFP, etc.) is preferred.
  • 5+ years of experience in wealth management, distribution, or financial advisory services.
  • Proven experience in managing HNWI relationships and distribution channels.
  • Strong knowledge of investment products, tax planning, estate planning, and retirement solutions.
  • Excellent communication, negotiation, and presentation skills.
  • Ability to work independently and drive sales growth in a highly competitive market.
  • Familiarity with regulatory and compliance requirements in wealth management.
  • Preferably certified NISM Series V-A Mutual Fund Distributors Certification.


Interested candidates should submit their resume and portfolio to   With Subject title “Wealth Advisor and Financial Planner”.

     It is important to provide subject title else your mail may get lost in other mails.

  • Wealth Advisor and Financial Planner

    3 days ago

    delhi, India AKCJ Ventures LLP Full time

    Wealth Advisor and Financial Planner Location: Connaught Place, Delhi Job Type: Full-Time Working Days: Mon to Fri Job Summary: The Wealth Manager for Distribution will be responsible for expanding the firm’s network by acquiring and managing relationships with high-net-worth individuals (HNWIs), distributors, financial intermediaries, and partners. Key...

  • Wealth Advisor and Financial Planner

    7 days ago

    delhi, India AKCJ Ventures LLP Full time

    Wealth Advisor and Financial PlannerLocation: Connaught Place, DelhiJob Type: Full-TimeWorking Days: Mon to FriJob Summary:The Wealth Manager for Distribution will be responsible for expanding the firm’s network by acquiring and managing relationships with high-net-worth individuals (HNWIs), distributors, financial intermediaries, and partners.Key...

  • Wealth Advisor and Financial Planner

    1 week ago

    Delhi, India AKCJ Ventures LLP Full time

    Wealth Advisor and Financial PlannerLocation: Connaught Place, DelhiJob Type: Full-TimeWorking Days: Mon to Fri Job Summary:The Wealth Manager for Distribution will be responsible for expanding the firm’s network by acquiring and managing relationships with high-net-worth individuals (HNWIs), distributors, financial intermediaries, and partners. Key...

  • Wealth Advisor and Financial Planner

    7 days ago

    delhi, India AKCJ Ventures LLP Full time

    Wealth Advisor and Financial Planner Location: Connaught Place, Delhi Job Type: Full-Time Working Days: Mon to Fri Job Summary: The Wealth Manager for Distribution will be responsible for expanding the firm’s network by acquiring and managing relationships with high-net-worth individuals (HNWIs), distributors, financial intermediaries, and partners. ...

  • Wealth Advisor and Financial Planner

    6 days ago

    New Delhi, India AKCJ Ventures LLP Full time

    Wealth Advisor and Financial PlannerLocation: Connaught Place, DelhiJob Type: Full-TimeWorking Days: Mon to Fri Job Summary:The Wealth Manager for Distribution will be responsible for expanding the firm’s network by acquiring and managing relationships with high-net-worth individuals (HNWIs), distributors, financial intermediaries, and partners. Key...

  • Wealth Advisor and Financial Planner

    4 days ago

    new delhi, India AKCJ Ventures LLP Full time

    Wealth Advisor and Financial PlannerLocation: Connaught Place, DelhiJob Type: Full-TimeWorking Days: Mon to Fri Job Summary:The Wealth Manager for Distribution will be responsible for expanding the firm’s network by acquiring and managing relationships with high-net-worth individuals (HNWIs), distributors, financial intermediaries, and partners. Key...

  • Associate Financial Planner

    3 days ago

    delhi, India NS Wealth Solution Pvt Ltd -SEBI Registered Investment Advisor Full time

    Location: Pune ,Vita (sangli) Job Type: Full Time Company: Ns Wealth Pvt. Ltd. Job Summary: As a Wealth Manager at Ns Wealth Solution Pvt Ltd., you will provide comprehensive financial planning and investment management services to high-net-worth clients. Your primary responsibility is to understand clients' financial goals and create strategies to...

  • Associate Financial Planner

    3 days ago

    delhi, India NS Wealth Solution Pvt Ltd -SEBI Registered Investment Advisor Full time

    Location: Pune ,Vita (sangli)Job Type: Full TimeCompany: Ns Wealth Pvt. Ltd.Job Summary:As a Wealth Manager at Ns Wealth Solution Pvt Ltd., you will provide comprehensive financial planning and investment management services to high-net-worth clients. Your primary responsibility is to understand clients' financial goals and create strategies to achieve...

  • Financial Planner

    1 month ago

    New Delhi, India Ingenetus Full time

    Company DescriptionIngenetus is a financial solutions provider located in New Delhi. With over two decades of experience, we design customized wealth management strategies for our clients. Our comprehensive knowledge base allows us to develop personalized investment solutions for high net-worth individuals, retail clients, corporate houses, and financial...

  • Financial Planner

    1 month ago

    New Delhi, India Ingenetus Full time

    Company DescriptionIngenetus is a financial solutions provider located in New Delhi. With over two decades of experience, we design customized wealth management strategies for our clients. Our comprehensive knowledge base allows us to develop personalized investment solutions for high net-worth individuals, retail clients, corporate houses, and financial...

  • Requirement for Wealth Advisor in Brokering Firm

    4 months ago

    Mayur Vihar, Delhi, Delhi, India NIFM Educational Institutions Full time

    Regards HR EWAL. **Salary** **- 3.1 LPA - 4.2 LPA **Industry** **- Brokering house, brokering firm, share market, bank and finance, security market **Role/Position** **- Job opening for wealth advisor **Keyskills** **Good oral /written communication skills Qualification: Minimum Graduate (CFP / Financial Planning Certification Preferred **No. of...

  • Senior Wealth Manager

    3 weeks ago

    Delhi, India Nuvama Wealth Full time

    About 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

    3 weeks ago

    Delhi, India Nuvama Wealth Full time

    About 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

    3 weeks ago

    Delhi, India Nuvama Wealth Full time

    About 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...

  • Relationship Manager

    4 days ago

    Delhi, India Elite Wealth Advisors Limited Full time

    Apply Relationship Manager /Mutual Fund Advisor Sales, Elite Wealth Advisors Limited in Delhi for 1 - 3 year of Experience on TimesJobs.com

  • Relationship Manager- Delhi-Elite Wealth Advisors Limited-0-3

    4 days ago

    Delhi, India Elite Wealth Advisors Limited Full time

    Apply Relationship Manager, Elite Wealth Advisors Limited in Delhi for 0 - 3 year of Experience on TimesJobs.com

  • Bdm /sales (Wealth Advisory)

    3 months ago

    Delhi, Delhi, India Quantlab Wealth Advisor Pvt Ltd Full time

    Looking for Business Development Manager for a Wealth Management/Algo Trading Company. Profile will include new client acquisition along with client retention Min Exp. 3 Yrs. Salary Fixed plus High Incentives. **Job description** **1) Aquisition of new customers through strategic approach** **2) Handling clients reporting and support services** **3)...

  • Wealth Manager

    2 weeks ago

    delhi, India SKS Enterpprises - Human Resource Planning and Management Full time

    Position Name - Senior Relationship ManagerLocation - Mumbai / Bangalore / Chennai / HyderabadExperience Range - 10 - 15 yearsMandatory Requirement:Client AcquisitionWealth ManagementCorporate Clients / Institutional ClientsAbout the client:Our client is a boutique investment bank offering independent advisory services to emerging growth, mid-market...

  • Wealth Manager

    3 weeks ago

    Delhi, India Nuvama Wealth Full time

    Locations: Bangalore, Delhi, KolkataManaging and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) andacquisition of Sub Brokers / IFA/PartnersDoing various training programs for partners to train them for various financial productsMaintaining relationship with partners to generate...

  • Wealth Manager

    2 weeks ago

    Delhi, India Nuvama Wealth Full time

    Locations: Bangalore, Delhi, KolkataManaging and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/PartnersDoing various training programs for partners to train them for various financial productsMaintaining relationship with partners to generate...