Wealth Manager
5 days ago
About UsOne of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million.We are constantly expanding our retail and PMS reach through fintech platforms and we require motivated, self-learning individuals to join our team and take up responsibilities.About the roleWe seek a dynamic and experienced Wealth manager to join our esteemed financial advisory team at Green Portfolio This role focuses on our new Shariah-compliant offerings. As a wealth manager, you will guide and support our clients in achieving their financial objectives.ResponsibilitiesBuilding and maintaining strong relationships with high-net-worth clients, understanding their financial goals, and providing tailored investment solutions.Engage with prospects interested in Portfolio Management Services (PMS) and Smallcase investments through various channels, including phone calls, messaging, or in-person meetings,Drive revenue growth by expanding client base, increasing assets under management, and cross-selling additional financial products and services.Developing and managing customized investment portfolios for client ensuring alignment with their risk tolerance, financial objectives, and market conditions.Conducting in-depth analysis of market trends, economic conditions, and investment opportunities to provide informed recommendations to clients.Working closely with other wealth managers, analysts, and support staff to deliver superior client service and achieve team objectives.Identifying and pursuing new business opportunities, including networkingQualifications1-3 years of experience in Portfolio Management Services (PMS) with a solid understanding of various investing avenues and financial instruments.Proven ability to build and nurture client relationships, identify new clients, and enhance engagement with existing clientele.Graduation in finance, accounting, or economics is preferred.Excellent communication skills are essential for this client-facing role.While prior experience in PMS is valued, we welcome individuals with a strong inclination to learn and grow in the field of financial advisory.BenefitsCompetitive salary package with performance-based incentives.Opportunity to work with a diverse range of clients, including high-net-worth individuals and institutional investors.Ongoing professional development and training opportunities to enhance your skills and knowledge in finance.Collaborative and supportive work environment with opportunities for career growth and advancement.
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Wealth Manager
4 weeks ago
New Delhi, India Nuvama Wealth Full timeWealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Mumbai &...
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Wealth Manager
4 weeks ago
New Delhi, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Management Associate
7 days ago
Delhi, Delhi, India Addwell Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per yearFull 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...
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Wealth Manager
2 weeks ago
Delhi, Delhi, India ONE Horizon Wealth Full time ₹ 15,00,000 - ₹ 20,00,000 per yearResponsibilities:* 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
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Content Writer
4 weeks ago
New Delhi, India Nuvama Wealth Full timeOverview: We are seeking a skilledContent Writerwith a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...
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Content Writer
4 weeks ago
New Delhi, India Nuvama Wealth Full timeOverview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...
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Wealth Management – Research
2 weeks ago
Delhi, Delhi, India Foundation Wealth Capital Avenues Full time ₹ 6,00,000 - ₹ 12,00,000 per yearSelected Intern's Day-to-day Responsibilities IncludeAssist in client prospecting by supporting outreach, follow-ups, and initial engagement efforts.Conduct portfolio research and assist in analyzing mutual funds, equity, and investment products.Support portfolio reviews, including gap analysis and risk assessments for existing clients.Help prepare...
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Wealth Advisor
2 days ago
New Delhi, India M S Wealth Full time*Position: Wealth Advisor*Location: On-site:South DelhiCompany: M S Wealth*About Us:*M S Wealth is a South Delhi–based wealth management and advisory firm specializing in the distribution of third-party financial products such as mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), bonds, and insurance. The firm serves...
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Wealth Advisor
4 hours ago
New Delhi, India M S Wealth Full time*Position: Wealth Advisor* Location: On-site: South DelhiCompany: M S Wealth *About Us:* M S Wealth is a South Delhi–based wealth management and advisory firm specializing in the distribution of third-party financial products such as mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), bonds, and insurance. The firm...
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Wealth Advisor
6 hours ago
New Delhi, India M S Wealth Full time*Position: Wealth Advisor* Location: On-site: South DelhiCompany: M S Wealth *About Us:* M S Wealth is a South Delhi–based wealth management and advisory firm specializing in the distribution of third-party financial products such as mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), bonds, and insurance. The firm...
