Wealth Manager

1 day 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 Deliverables- Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products- Meet the required AUM, investor acquisition and AUM targets for given area.- Ensure the timely delivery of customized wealth advise to HNI customers- Periodic review of client's portfolio to ensure that they are in line with client's investment objectives- Joint calls with branch teamRole Requirements- Educational Qualifications: Post Graduation- Experience: 1+ Years in sales/wealth management of handling the HNI clients.- Team handling experience: Not mandatory- Preferred industry back ground: Wealth Management, Banking, Investment Counselling- Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products

  • Wealth Manager

    3 weeks ago

    New Delhi, India Nuvama Wealth Full time

    Wealth 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 &...

  • Wealth Manager

    4 weeks ago

    New Delhi, India Stack Wealth Full time

    About 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...

  • Wealth Manager

    3 weeks ago

    New Delhi, India Stack Wealth Full time

    About 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...

  • 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

    1 week 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

  • Content Writer

    3 weeks ago

    New Delhi, India Nuvama Wealth Full time

    Overview: 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...

  • Content Writer

    3 weeks ago

    New Delhi, India Nuvama Wealth Full time

    Overview: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...

  • Wealth Management – Research

    1 week ago

    Delhi, Delhi, India Foundation Wealth Capital Avenues Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Selected 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...

  • Wealth Manager

    2 weeks ago

    Delhi, NCR, India Moneypalm Wealth Pvt Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Services: Equity MF PMS AIF Insurance Distribution Customized Real Estate SolutionsRole- Experienced Wealth Manager to acquire HNI clientsResponsibilities- Identify and acquire new HNI clients through networking, referrals, and other channels

  • Account Manager

    2 weeks ago

    New Delhi, India Anand Rathi Wealth Limited Full time

    Company DescriptionAnand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a 'Great Place to Work,'...