Wealth Manager

2 weeks ago

Delhi, India KG Engineering & Consultancy Full time

Job SpecificationsRole Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth ManagementCompany: MOFSLReporting to: Cluster ManagerLocation: Delhi, NoidaJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.Key DeliverablesCater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory ProductsMeet the required AUM, investor acquisition and AUM targets for given area.Ensure the timely delivery of customized wealth advise to HNI customersPeriodic review of client’s portfolio to ensure that they are in line with client’s investment objectivesJoint calls with branch teamRole RequirementsEducational Qualifications: Post GraduationExperience: 1+ Years in sales/wealth management of handling the HNI clients.Team handling experience: Not mandatoryPreferred industry back ground: Wealth Management, Banking, Investment CounsellingDomain Knowledge: Sales/Wealth Management, capital markets, Investment Products

  • Wealth Manager

    2 weeks ago

    Greater Delhi Area, India Nuvama Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Wealth Manager located in the Greater Delhi Area. The Wealth Manager will be responsible for creating and executing financial planning strategies for clients. Responsibilities include managing investments, providing advice on insurance and finance,...

  • Wealth Manager

    7 days ago

    Delhi, India Finovia Wealth Pvt Ltd Full time

    Company DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...

  • Senior Wealth Manager

    2 weeks ago

    Delhi, Delhi, India Nuvama Wealth Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    We're Hiring: Experienced Senior Wealth Managers – B2B SegmentAre you a seasoned Wealth Manager passionate about helping people make smarter financial decisions? We're expanding our B2B Wealth Management team and looking for professionals who can work closely with our business partners—to guide their clients in building tailored portfolios and...

  • Wealth Manager

    2 weeks ago

    Delhi, India Dalmia Wealth Pvt Ltd Full time

    Company DescriptionDalmia 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 DescriptionDWPL is expanding its  wealth distribution business  and looking for driven  Relationship Managers  to onboard HNI, NRI,...

  • Wealth Manager

    1 week ago

    New Delhi, India Finovia Wealth Pvt Ltd Full time

    Company DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...

  • Wealth Manager

    6 days ago

    New Delhi, India Finovia Wealth Pvt Ltd Full time

    Company DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...

  • Leadership - Wealth Management

    12 hours ago

    New Delhi, India Wealth Management Firm Full time

    Confidential Leadership Opportunity – Leading Wealth Management FirmLocation: MumbaiExperience: 12–20+ YearsEmployment Type: Full-Time | Senior LeadershipAbout the OpportunityWe are partnering with one of India’s leading Wealth Management firms to hire a seasoned senior leader to drive business strategy, growth, and team leadership. This is a...

  • Wealth Management Associate

    3 days ago

    Delhi, Delhi, India Addwell Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Full Time | Based in Connaught Place, New DelhiWe are looking for a passionateWealth Associatewith aprimary focus on Portfolio Planning, Relationship Management, and Client acquisition. As a Wealth Manager, you will work closely with both retail & high-net-worth clients, providing strategic financial guidance, and implementing tailored wealth management...

  • Wealth Manager

    5 days ago

    Delhi, Delhi, India ONE Horizon Wealth Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Responsibilities:* Manage client portfolios with mutual funds expertise* Acquire high net worth clients through strategic planning* Provide investment advice and product knowledge* Oversee wealth management services for HNIsTravel allowanceHealth insuranceAccidental insuranceLife insuranceAnnual bonusSales incentivesPerformance bonus

  • Relationship Manager – Wealth Management

    13 hours ago

    New Delhi, India UpperCrust Wealth Pvt.Ltd. Full time

    Top 5 Reasons to Build Your Career at UpperCrust Wealth 1.Biggest Wealth-Management Setup in Vadodara Work with one of the city’s strongest and fastest-growing financial teams. 2.Exposure to Every Major Investment Product PMS, Mutual Funds, AIFs, Insurance, Corporate Treasury — learn everything under one roof. 3.Work With the Largest & Most Experienced...