Wealth manager

Company DescriptionInCred Wealth is a modern, agile wealth management company with a mission to provide world-class investment services and solutions to Indian clients globally. We offer UHNI & HNI clients a comprehensive investment product suite powered by in-depth research, advanced technology, and delivered by a highly experienced team. Our products and...

deVere Group, a leading global financial advisory organizationis hiring –Wealth ManagerExperience: 5+ YearsJob Location: GurgaonAbout the Role:As a Wealth Manager at deVere Group, you will have the opportunity to support individual clients in managing and growing their wealth across borders. Withlicenses in multiple countries, deVere Groupenables seamless...

Lead/Sr. Market LeadJob Description:At Shriram Wealth, we are redefining Private Wealth for India's emerging HNIs and looking for a dynamic, result oriented Market Lead/Sr.Market Lead to spearhead the business growth.Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products like -...

Key Responsibilities- Acquire and manage a portfolio of HNIs/UHNIs, Retail Affluent, and Corporate clients.- Prospect and onboard investment distributors / IFAs to expand product reach.- Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, fixed income, etc.).-...

Key Responsibilities Acquire and manage a portfolio of HNIs/UHNIs, Retail Affluent, and Corporate clients . Prospect and onboard investment distributors / IFAs to expand product reach. Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, fixed income, etc.). Conduct...

InvesTek is a leading fintech providing full stack financial services with the help of AI technology. InvesTek offers services across various verticals such as Wealth management, Investment Banking, M&A Treasury Management, Insurance, Private Equity, Lending Solutions, Startup Advisory, Tax Advisory dedicated to providing personalized wealth management...

Company DescriptionFundTQ is a premier investment banking firm, ranked among the top 5 in India. We are a team of seasoned professionals committed to delivering tangible financial impact and strategic growth for our clients. Our approach is performance-driven, focusing on executing transactions and driving measurable outcomes. We are built on trust,...

AVP /Senior Manager – WealthGurgaon | Hybrid Experience: 6–15 yearsAbout the Role:We’re looking for a Wealth Rockstar who understands both NRI and RI portfolios inside out. You’ll bring deep expertise in Mutual Funds, PMS, and AIF, along with a strong personal investment mindset. If you thrive in a fast-paced, high-growth fintech setup — this role...

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...

Acquire and manage clients across retail, HNI, and corporate segments for Wealth, Insurance, CFDs, and Mutual Funds.Support internal verticals ( Loans, Insurance, Mutual Funds, Branch Banking) in cross-selling investment products.Stay updated on market trends, product offerings, and ROI across insurers, AMCs, and NBFC issuers.Conduct product awareness...