Wealth Management Operations Specialist

22 hours ago


Gurgaon, Haryana, India beBeeCustomer Full time ₹ 1,04,000 - ₹ 1,30,878
Job Title: Process Associate, Wealth Management

We are seeking a highly motivated and detail-oriented individual to join our team as a Process Associate in Wealth Management. As a key member of our operations unit, you will play a critical role in delivering exceptional service to our clients.

Key Responsibilities:
  • To work well on requests sent by the channels
  • To be quick and detailed in interpreting the request of the customer
  • Work well in the current frame of things & ability to escalate when required
  • Should have a customer focused approach & Attention to detail
  • Good Communication and interpersonal skills required
  • Relationship management ability with internal customers

Requirements:
  • B. Com Graduate
  • Quick Learner & Ambitious
  • Good Excel Skills

Benefits:

You will have the opportunity to work at the cutting edge of AI, automation, and digital innovation.

You will drive change for global enterprises and solve business challenges that matter.

You will get hands-on experience, mentorship, and continuous learning opportunities.

You will work with 140,000+ bold thinkers and problem-solvers who push boundaries every day.

You will thrive in a values-driven culture that allows your ideas to fuel progress.

Come join us and take your career in the only direction that matters: Up.


  • Wealth Manager

    9 hours ago


    Gurgaon, Haryana, India Motilal Oswal Financial Services Ltd Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionMotilal Oswal Financial Services Ltd. (MOFSL) was founded in 1987 and has grown into a diversified financial services firm with over 12,000 team members. We offer a wide range of financial products and services including Private Wealth, Retail Broking, Institutional Broking, Asset Management, Investment Banking, and more. Headquartered in...

  • Senior Wealth Manager

    13 hours ago


    Gurgaon, Haryana, India Motilal Oswal Financial Services Ltd Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Company DescriptionMotilal Oswal Financial Services Ltd. (MOFSL) was founded in 1987 and has grown into a well-diversified financial services firm headquartered in Mumbai. With over 12,000 team members, MOFSL offers a range of financial products and services including Private Wealth, Retail Broking, Asset Management, and Investment Banking. The company...

  • Wealth Manager

    4 days ago


    Gurgaon, Haryana, India Kazam Full time

    Key Responsibilities- Advise clients on building well-diversified portfolios using MFs, AIFs, unlisted equities, and other alternatives.- Design and implement investment strategies, monitor performance, and rebalance portfolios as needed.- Guide clients through complex investment products such as AIFs and unlisted shares.- Stay updated with regulatory...


  • Gurgaon, Haryana, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 30,00,000

    Investment Advisor RoleAbout the Job:This role involves working with experienced professionals in financial planning and wealth management, requiring 3 to 10 years of relevant industry experience.Main Responsibilities:Client Relationship Building:Establish long-term, trust-based relationships with clients.Identify new business opportunities through existing...

  • Senior Wealth Manager

    11 hours ago


    Gurgaon, Haryana, India Elevation Hr Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Looking for Sr. Wealth Manager with 7+ yrs in HNI acquisition, advisory & portfolio mgmt. Strong in MF, PMS, AIFs, insurance. NISM pref. AUM 1Cr+ ideal. Drive revenue via upselling & strong client relations.

  • Consultant

    10 hours ago


    Gurgaon, Haryana, India Global Wealth Management Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Your first job = Consulting for India's top corporates Yes, you read that right.At Global Wealth Management, we are offering recent graduates the chance to work directly with marquee clients from the NIFTY 50—from Day 1.No endless training benches. No waiting for years. Just real consulting, real impact, real growth.If you're ambitious, sharp, and ready to...


  • Gurgaon, Haryana, India Valion Full time

    Job DescriptionCompany DescriptionValion is Indias first P.R.E.F.O Private Real Estate Family Office with over 10 years of experience and presence in Gurgaon, Mumbai, and Singapore. Valion is a trusted partner to over 2000 HNI/ Super HNIC families with combined investments and assets under management of INR 4000 crores. The group offers services through...


  • Gurgaon, Haryana, India Valion Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Company DescriptionValion is India's first P.R.E.F.O "Private Real Estate Family Office" with over 10 years of experience and presence in Gurgaon, Mumbai, and Singapore. Valion is a trusted partner to over 2000 HNI/ Super HNIC families with combined investments and assets under management of INR 4000 crores. The group offers services through brands like...


  • Gurgaon, Haryana, India beBeeCustomerCentric Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

    Job ProfileKey Responsibilities and ExpectationsLead a team of Relationship Managers to drive business growth and customer satisfaction.Develop and execute sales strategies to meet performance targets.Ensure compliance with regulatory requirements and branch-level audits.Maintain a high level of customer satisfaction by addressing complaints...


  • Gurgaon, Haryana, India beBeeFinancial Full time ₹ 12,00,000 - ₹ 17,50,000

    Strategic Financial Advisor RoleThe Strategic Financial Advisor role is designed for experienced professionals in financial planning and wealth management, with 3 to 10 years of relevant industry experience.