Wealth Manager

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...

Responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation.Manage the existing and new client portfolio . Interested one can drop your CV

Responsibilities:* Manage HNIs' portfolios through mutual funds, PMS & brokerage services* Acquire new HNI clients for wealth management offerings* Increase investment opportunities through securities expertiseSales incentives

As aWealth Management Intern, you'll work closely with our advisory and sales teams to identify potential clients, pitch investment solutions, and build strong relationships.You'll gain hands-on experience in client engagement, financial product sales, and portfolio discussions while developing your negotiation and presentation skills.Key...

Company DescriptionIIFL Capital Services Ltd. (IIFL Capital) is one of India's premier financial services conglomerates, delivering top-tier Investment Banking, Institutional Equity Sales, Retail Broking, financial product distribution, and Wealth Management solutions. Established in 1996, IIFL Capital has built a longstanding legacy of trust, innovation,...

Location: MG Road, Gurugram About UsFinora Wealth is a trusted wealth management company with 25+ years of experience in working with High Net-Worth Individuals (HNIs). We specialize in Mutual Funds, PMS, AIFs, Insurance, and other wealth solutions.We are looking for aSales Executiveto join our team and support our client acquisition efforts by managing...

**Private Wealth ManagerIngenetus — Dwarka, New Delhi (On‑site with hybrid flexibility - Monday is a WFH for all employees)About IngenetusIngenetus is more than a Mutual Fund Distribution firm focused on transparent, client‑centric wealth management. We align portfolios to financial freedom, not commissions, and we do not push high‑commission ULIPs...

Role/Job Title: Relationship Manager-First WealthFunction/ Department:Branch BankingJob PurposeThe role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with them...

Company DescriptionRS Wealth Management Pvt. Ltd. is a one-stop financial supermarket providing clients easy access to a wide range of investment options, services, and products. Incorporated in 2013, we aim to be the most respectable and trustworthy financial organization globally. We offer advanced platforms for trading in equity, derivatives, and...

Company DescriptionKunvarji Wealth Solutions has consistently delivered impressive performance thanks to our disciplined, unbiased, process and data-driven multi-asset, multi-strategy framework. Our professional team of fund managers and advisors is dedicated to protecting and generating superior returns on investments. We prioritize a systematic approach to...