Investment Management

1 day ago

Gurgaon, India Hireginie Full time

Relationship Manager / Investment Advisor Experience: 5–10 years (Wealth Management / Investment Advisory) Education: Graduate; CFP/CFA/CA preferred Certifications: NISM VA (Mutual Fund), NISM XA/XB or XI-A (Investment Advisor) X XI-A Advise clients on Mutual Funds, PMS, AIF, Bonds, Structured Products and goal-based planning. Conduct financial assessments, risk profiling, and portfolio suitability checks. Build customized investment portfolios aligned to client needs and compliance norms. Drive AUM growth through acquisition of new clients and deepening existing relationships. Monitor portfolios, track performance, and rebalance as required. Ensure full compliance with SEBI investment advisory guidelines. Proficiency in financial planning tools and portfolio analysis. A leading fintech wealth platform serving new-age investors with tech-driven investment solutions.

  • Investment Manager

    1 day ago

    Gurgaon, India Hireginie Full time

    Connect on for more detailsRole: CFP & Sr. Relationship Manager / Investment AdvisorLocation: GurgaonExperience: 5–10 years (Wealth Management / Investment Advisory)Education: Graduate; CFP/CFA/CA preferredCertifications: NISM VA (Mutual Fund), NISM XA/XB or XI-A (Investment Advisor) XXI-AKey Responsibilities- Manage and grow relationships with...

  • Investment Manager

    14 hours ago

    Gurgaon, India Hireginie Full time

    Connect on for more detailsRole: CFP & Sr. Relationship Manager / Investment AdvisorLocation: GurgaonExperience: 5–10 years (Wealth Management / Investment Advisory)Education: Graduate; CFP/CFA/CA preferredCertifications: NISM VA (Mutual Fund), NISM XA/XB or XI-A (Investment Advisor) XXI-AKey Responsibilities- Manage and grow relationships with...

  • Investment Manager

    3 hours ago

    Gurgaon, India Hireginie Full time

    Connect on for more detailsRole: CFP & Sr. Relationship Manager / Investment AdvisorLocation: GurgaonExperience: 5–10 years (Wealth Management / Investment Advisory)Education: Graduate; CFP/CFA/CA preferredCertifications: NISM VA (Mutual Fund), NISM XA/XB or XI-A (Investment Advisor) X XI-AKey ResponsibilitiesManage and grow relationships with...

  • Investment Manager

    1 day ago

    Gurgaon, India Hireginie Full time

    Connect on for more detailsRole: CFP & Sr. Relationship Manager / Investment AdvisorLocation: GurgaonExperience: 5–10 years (Wealth Management / Investment Advisory)Education: Graduate; CFP/CFA/CA preferredCertifications: NISM VA (Mutual Fund), NISM XA/XB or XI-A (Investment Advisor) X XI-AKey ResponsibilitiesManage and grow relationships with...

  • Investment Manager

    1 day ago

    Gurgaon, India Hireginie Full time

    Connect on for more details Role: CFP & Sr. Relationship Manager / Investment Advisor Location: Gurgaon Experience: 5–10 years (Wealth Management / Investment Advisory) Education: Graduate; CFP/CFA/CA preferred Certifications: NISM VA (Mutual Fund), NISM XA/XB or XI-A (Investment Advisor) X XI-A Key Responsibilities Manage and grow relationships with...

  • Investment Manager

    2 weeks ago

    Gurgaon, Haryana, India FinEdge Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Investment ManagerAtFinEdge, we're redefining investment management by makinghigh-quality, goal-based investing accessible to all—not just the ultra-wealthy. Ourbionic modelseamlessly integrateshuman expertise with cutting-edge technology, empowering investors to achieve long-term financial success through a disciplined, personalized, and process-driven...

  • Manager – Investments

    2 weeks ago

    Gurgaon, Haryana, India Marsh McLennan Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office.Lead Specialist - InvestmentsWe are looking to hire a candidate in the Performance Reporting TeamThe role will be responsible for working closely with...

  • Investment Associate

    1 week ago

    Gurgaon, India SKS Enterpprises - Human Resource Planning and Management Full time

    Investment AssociateExperience - 5 + yrsJob Location - Gift city, GandhinagarAn early-stage venture capital firm, We are seeking a Senior Analyst to support our portfolio management and investment team. In this role, you will play a key part in tracking the progress and performance of our portfolio companies, providing financial analysis, and producing...

  • Investment Analyst

    5 days ago

    Gurgaon, India Acuity Knowledge Partners Full time

    About the role:This exciting role in Acuity Knowledge Partner, India Office has been created to grow our investment support work across Asia, Europe, the Middle East, and the USA.We are seeking a highly analytical and detail-oriented professional to join the investment analytics team at Acuity Knowledge Partners. The role involves collaborating with big...

  • Investment Analyst

    6 days ago

    Gurgaon, India Acuity Knowledge Partners Full time

    About the role: This exciting role in Acuity Knowledge Partner, India Office has been created to grow our investment support work across Asia, Europe, the Middle East, and the USA. We are seeking a highly analytical and detail-oriented professional to join the investment analytics team at Acuity Knowledge Partners. The role involves collaborating with big...