Wealth Management Executive
1 day ago
We are looking for a highly skilled Wealth Management Executive to join our team at PRP Wealth. As a key member of our investment management team, you will be responsible for managing in-house funds, cash flow, and placement of fixed deposits.
Responsibilities:- Manage in-house fund of PRP Wealth, including cash flow management and placement of fixed deposits.
- Monitor and sell listed equities, interact with merchant bankers to assist in strategic sale options.
- Meet company management to gain insights into businesses.
- Construct portfolios and engage in stock trading to capitalize on short-term opportunities based on technical and fundamental analysis.
- Track macroeconomic variables and sector developments.
- Conduct in-depth research on companies through financial statements and participate in calls and management meetings.
- Stay up-to-date with market trends through interactions with mutual funds/AMCs, analysts, and fund managers.
CFA/CA/MBA with 15-18 years of experience in portfolio management/fund management (with requisite NISM certification). Estimated salary: $150,000 - $220,000 per annum.
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Wealth Management Operations Manager
24 hours ago
Gurgaon, Haryana, India AAGANERA CONSULTING PRIVATE LIMITED Full timeJob Title: Wealth Management Operations ManagerAAGANERA CONSULTING PRIVATE LIMITED is looking for a talented Wealth Management Operations Manager to join our team. As a key member of our operations team, you will be responsible for managing the day-to-day operations of the company, which specializes in wealth management and mutual fund...
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Wealth Management Director
5 days ago
Gurgaon, Haryana, India Surya Veena Adarsh Niketan Trust Full timeJob Title:Wealth Management DirectorCompany Overview:Surya Veena Adarsh Niketan Trust is a pioneering organization in the financial technology sector, committed to delivering innovative solutions for wealth management and investment. Our team is dedicated to empowering individuals to achieve their financial objectives through advanced technology and expert...
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Wealth Management Operations Lead
5 days ago
Gurgaon, Haryana, India AAGANERA CONSULTING PRIVATE LIMITED Full timeWealth Management Operations Lead: Join AAGANERA CONSULTING PRIVATE LIMITED as a Wealth Management Operations Lead and take charge of our wealth management operations in Gurgaon.About the Job: As a key member of our operations team, you will be responsible for developing and implementing operational strategies that align with our company's objectives,...
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Executive Leader
1 week ago
Gurgaon, Haryana, India Incedo Inc. Full timeJob SummaryWe are seeking an experienced Executive Leader to drive our Wealth Management Data and AI services. As a key member of our team, you will be responsible for leading account delivery, expanding our Data and AI service presence in the Wealth Management sector, and driving growth initiatives.About Incedo Inc.Incedo Inc. is a high-growth Digital,...
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Operations Director
3 weeks ago
Gurgaon, Haryana, India AAGANERA CONSULTING PRIVATE LIMITED Full timeAAGANERA CONSULTING PRIVATE LIMITED seeks a skilled Operations Director to oversee day-to-day operations, specializing in wealth management and mutual fund distribution. This role is based at our Gurgaon office.Key ResponsibilitiesDevelop and implement operational strategies aligned with the company's objectives, focusing on wealth management and mutual fund...
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Operations Director
5 days ago
Gurgaon, Haryana, India AAGANERA CONSULTING PRIVATE LIMITED Full timeJob Title: Operations Director - Wealth ManagementAbout Us: AAGANERA CONSULTING PRIVATE LIMITED is a leading firm specializing in wealth management and mutual fund distribution.Role Summary:Develop and implement operational strategies aligned with the company's objectives, focusing on wealth management and mutual fund distribution.Lead the planning and...
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Wealth Management Specialist
1 month ago
Gurgaon, Haryana, India HSBC Full timeUnlock new career opportunities with HSBC, a world-leading banking and financial services organization. As part of our Personal Wealth Planning team, you'll enjoy the benefits of working for a global powerhouse, with unparalleled opportunities to develop your skills in a high-profile business area.A Personal Wealth Planner role offers the perfect blend of...
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Wealth Management Professional
3 weeks ago
Gurgaon, Haryana, India HSBC Full timeUnlock the full potential of your career in wealth management with HSBC.Achieve success in a high-profile business area, offering unparalleled opportunities for growth and development.As a Personal Wealth Planner, you will have access to dedicated field managers, digital tools, and a holistic training program to help you realize your full potential.Empowered...
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Operations Director
1 day ago
Gurgaon, Haryana, India AAGANERA CONSULTING PRIVATE LIMITED Full timeJob OverviewAAGANERA CONSULTING PRIVATE LIMITED is seeking an experienced Operations Director to lead the wealth management operations strategy. The ideal candidate will possess strong leadership skills, excel in people management, and have a keen eye for business development opportunities within the wealth management sector.Key Responsibilities:Develop and...
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Software Test Engineer
5 days ago
Gurgaon, Haryana, India FNZ Group Full timeTransforming Financial Services with Cutting-Edge TestingWe are seeking an experienced Software Test Engineer to join our Wealth Management team at FNZ Group. As a key member of our technology delivery team, you will be responsible for designing and executing comprehensive testing strategies to ensure the highest quality of our wealth management...
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Wealth Tech Partnership Manager
5 days ago
Gurgaon, Haryana, India Talent Ro Full timeTalent Ro is seeking a skilled professional to drive strategic partnerships and growth in our Wealth Tech platform.">Estimated Salary: $140,000 - $200,000 per annum (dependent on experience)">About the Role:">Lead data-driven decision-making by analysing business health and collaborating with data science teamsOversee and manage partnerships with NBFCs and...
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Elite Wealth Management Professional
7 days ago
Gurgaon, Haryana, India deVere Group Full timeDeVere Group is a pioneering financial services organization that has been making a lasting impact on the lives of its clients and their financial well-being.We are seeking an experienced Wealth Manager to join our esteemed team, providing personalized, independent financial advice to high net worth individuals. As a Wealth Manager, you will have the...
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Senior Wealth Management Advisor
4 weeks ago
Gurgaon, Haryana, India DEVERE GROUP INDIA INVESTMENT ADVISORS PRIVATE LIMITED Full timeAttractive Career Opportunities with deVere Group India Investment Advisors Private LimitedWe are seeking an experienced Senior Wealth Management Advisor to join our team in Gurugram/Dubai.About Us:deVere Group India Investment Advisors Private Limited is a global leader in wealth management, empowering experienced advisors with continuous training, career...
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Data and AI Leader for Wealth Management
1 week ago
Gurgaon, Haryana, India Incedo Inc. Full timeDrive Success in Wealth ManagementWe are seeking a highly skilled Data and AI Leader to join our team at Incedo Inc. as a Data & AI Delivery Leader, Wealth Management Account Delivery. This role offers a unique opportunity to drive growth and success in the Wealth Management sector.About the RoleThe successful candidate will be responsible for leading...
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Strategic Wealth Management Delivery Leader
4 days ago
Gurgaon, Haryana, India Incedo Inc. Full timeWe are seeking a highly skilled and experienced Data & AI Delivery Leader to join our team at Incedo Inc.Job DutiesAccount Delivery Leadership: Lead the delivery of Data & AI services for key Wealth Management clients, ensuring alignment with client goals and organizational objectives.Build for Scale: Strengthen Incedo's Data & AI capabilities and presence...
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Operations Director
4 days ago
Gurgaon, Haryana, India AAGANERA CONSULTING PRIVATE LIMITED Full timeJob Title: Operations Director - Wealth Management StrategyLocation: GurgaonAbout the Role:We are seeking a highly skilled Operations Director to lead our wealth management strategy. The ideal candidate will have strong leadership skills, experience in operations management, and a passion for business development.Responsibilities:Develop and implement...
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Gurgaon, Haryana, India Incedo Inc. Full timeIncedo Inc. is a leading digital, data and artificial intelligence firm that offers a unique combination of consulting, data/AI, and digital technologies to solve complex business problems for its global clients.We are seeking an experienced Data & AI Delivery Leader for our Wealth Management team. As a key member of our leadership team, you will be...
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Gurgaon, Haryana, India Incedo Inc. Full timePosition:Data and AI Solutions Leader for Wealth Management, GurgaonAbout the Job:Incedo Inc., a leading digital, data, and AI firm, is seeking a seasoned leader to drive the growth of its Data and AI solutions in the Wealth Management sector. The successful candidate will be responsible for developing and executing a strategic plan to expand Incedo's...
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Gurgaon, Haryana, India Pivot Human Capital Full timePivot Human Capital seeks a Senior Wealth Management Business Growth Specialist to join our team. As a key member of our business development team, you will be responsible for expanding the company's wealth management business by managing relationships with channel partners and creating a network of mutual fund distributors (MFDs) and other channel...
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Senior Wealth Management Professional
5 days ago
Gurgaon, Haryana, India GlassBridge Consulting Full time**Job Title:** Senior Wealth Management Professional**About Us:** GlassBridge Consulting is a premier financial advisory firm that offers a range of services, including wealth management, retirement planning, and risk management.**Salary Range:** ₹2,500,000 - ₹5,000,000 per annum, depending on experience.**Job Description:**We are seeking an experienced...