Wealth Management

Role & responsibilities:Role Overview:We are looking for a dynamic and goal-oriented Wealth Manager to join our sales team. The ideal candidate will be responsible for client acquisition and building a portfolio with an Assets Under Management (AUM) target of 1 Crores in the first 3 months. This is a sales-focused role requiring strong interpersonal skills,...

Job Title: Sr. Relationship Manager - Wealth ManagementLocation: Chandigarh/NoidaDepartment: Wealth ManagementExperience: 5-8 yearsRole OverviewAs aSr.Relationship Manager - Wealth Management, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients' goals, and...

**Hello FolksJoin Our Team: Sales Marketing Manager - Real Estate**Unlock Your Sales Potential **We're seeking a driven Sales Manager to join our Real Estate teamJob Title: Assistant ManagerCompany: Wealth Clinic Pvt LtdLocation: Sector 132, NoidaJob Type: Full-timeExperience: Minimum 2 yearsAbout the Role:**New client acquisition and revenue growthConduct...

Company DescriptionAt Invesgate Edge LLP, we are a trusted partner in wealth management and financial planning with over 24 years of combined experience. Our team of seasoned professionals offers tailored, research-driven solutions across a broad spectrum of financial services, including mutual funds, insurance, portfolio management services (PMS),...

Company DescriptionWealth Redefine Financial Services LLP simplifies your journey to financial success. Based in Noida since 2013, recognized as one of the Top 10 Promising Wealth Management Companies by Success Insight, the firm proudly manages an AUM of over 600+ Crores.Role DescriptionThis is a full-time on-site role for a Financial Advisor/sales role...

Company DescriptionWealth Redefine Financial Services LLP simplifies your journey to financial success. Based in Noida since 2013, recognized as one of the Top 10 Promising Wealth Management Companies by Success Insight, the firm proudly manages an AUM of over 600+ Crores.Role DescriptionThis is a full-time on-site role for a Financial Advisor/sales role...

LIFE AT WCWe at Wealth Clinic focus on a positive environment that is productive for everyone and build around a healthy space. Professional and personal growth plays a crucial aspect in the organization's environment and to keep them motivated we conduct various activities that include: Come, be a part of our growing family1.We conduct induction programs...

About Wealth Clinic Pvt. Ltd.Wealth Clinic Pvt. Ltd. is a trusted name in the real estate consulting industry, offering premium residential and commercial property solutions. With a strong reputation for professionalism, transparency, and client satisfaction, we help customers make informed investment decisions while providing a rewarding career path for our...

Role OverviewWe are seeking a highly motivated and skilled Relationship Manager to join our Digital Wealth team. The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CFA, or CWP will have an added...

Assist RMs in managing their clients Backoffice.Maintain, and service client accounts.Process transactions related to Mutual Funds, PMSes, AIF, Bonds etc.Periodic interaction with the clients to share portfolio performance.