Wealth Manager
5 days ago
Key ResponsibilitiesAcquire 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 regular portfolio reviews, client meetings, webinars, and investor events.Run end-to-end investment sales cycle : lead generation, pitching, documentation, closure, and post-investment servicing.Coordinate with internal teams (product, operations, compliance) for smooth execution.Use digital/social media and other channels to educate clients and build trust.Achieve sales and revenue targets (AUM growth, number of clients onboarded, distributor partnerships).What We're Looking For2 to 7 years of relevant experience in wealth management, investment advisory, mutual fund distribution, or financial product sales.Strong understanding of wealth/investment products and the ability to pitch complex solutions.Proven track record of working with HNI / UHNI clients and exposure to distributor/IFA engagement .Excellent communication and relationship-building skills.Strong phone and in-person presence; ability to manage multiple clients and leads simultaneously.Self-driven, result-oriented, and comfortable working in a fast-paced fintech/startup environment.Preferred QualificationsBachelors degree in Finance, Commerce, Economics, or related field (MBA is a plus).Certifications such as NISM, CFP, or CFA (preferred but not mandatory).Prior experience in fintech, wealth tech, or alternative investments will be an advantage.
-
Wealth Manager
5 days ago
Faridabad, India Grip Invest Full timeKey ResponsibilitiesAcquire 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...
-
Inside Sales BDA Representative
5 days ago
Faridabad, India deVere Group Full timeAbout the CompanydeVere Group (dV) are the largest, independent, international advisory and wealth management company globally, and one of the world's leading independent financial institutions. We provide a range of innovative wealth and investment management services focused on addressing our customers' needs via a network of offices across the Middle...
-
Inside Sales BDA Representative
5 days ago
Faridabad, India deVere Group Full timeAbout the CompanydeVere Group (dV) are the largest, independent, international advisory and wealth management company globally, and one of the world's leading independent financial institutions. We provide a range of innovative wealth and investment management services focused on addressing our customers' needs via a network of offices across the Middle...
-
Manager
5 days ago
Faridabad, India Marsh McLennan Full timeLead Specialist/ Manager - Actuarial - Defined Benefit Wealth MRAMercer is seeking candidate for following position based out of our office in Gurugram office.A colleague in this role will work and support pension benefit calculations, client reporting, and process improvements while managing daily operations. They will collaborate closely with US and GSD...
-
Qualified Financial Advisor
5 days ago
Faridabad, India deVere Group Full timedeVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training,...
-
Qualified Financial Advisor
5 days ago
Faridabad, India deVere Group Full timedeVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training,...
-
Qualified Financial Advisor
5 days ago
Faridabad, India deVere Group Full timedeVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training,...
-
Procurement Manager
4 hours ago
Faridabad, India Dressfolk Full timeDressfolk is building the favourite Indian wear brand for the modern woman. We bring India’s finest handloom weaves to the world in a contemporary avatar. With customers across 20+ countries, we’re on a mission to modernize timeless Indian craftsmanship while empowering over 900 weavers across 4 states, improving their earnings by 150%.Backed by All In...
-
Procurement Manager
1 day ago
Faridabad, India Dressfolk Full timeDressfolk is building the favourite Indian wear brand for the modern woman. We bring India’s finest handloom weaves to the world in a contemporary avatar. With customers across 20+ countries, we’re on a mission to modernize timeless Indian craftsmanship while empowering over 900 weavers across 4 states, improving their earnings by 150%.Backed by All In...
-
Technical Architect
3 days ago
Faridabad, India Investwell Full timeTechnical Architect / Principal Software EngineerExperience: 4-8 yearsLocation: GurugramInvestwell is the leading B2B SaaS platform empowering wealth managers and overseeing an impressive ₹6 lakh crore in Mutual Fund AUM (and growing!). We are looking for a passionate Engineering Leader to join our growing technology team as we scale into our next phase of...
