Wealth Manager

7 days ago

Noida, Uttar Pradesh, India Akasa Coworking Full time

Position: Wealth Manager

Location:
Sector 142, Noida

Experience Required:
Minimum 2 Years

Functional Area:
Marketing / Wealth Management

Position: Wealth Manager

We are seeking a highly skilled and client-focused
Wealth Manager
to join our team. The ideal candidate will be responsible for managing and expanding relationships with High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients while providing comprehensive investment advisory services.

Key Responsibilities:

  • Develop, acquire, and manage relationships with
    HNI and UHNI clients
    .
  • Grow and maintain
    Assets Under Management (AUM)
    through strategic portfolio management.
  • Provide tailored
    investment advisory services
    and oversee clients' financial portfolios.
  • Collaborate with internal product and research teams to support informed investment decisions.
  • Participate in and support
    seminars, workshops, and business development initiatives
    .
  • Achieve targets related to
    client acquisition, revenue generation, business volumes, and AUM growth
    .
  • Monitor
    market trends, economic developments, and investment opportunities
    .
  • Maintain proactive and periodic communication with clients to ensure service satisfaction and performance transparency.
  • Conduct regular
    portfolio reviews
    based on market conditions, economic changes, and clients' evolving financial goals.
  • Manage a broad range of financial products, including:
  • PMS, Model Portfolios, Mutual Funds, Insurance, Bonds, Equity, Commodities, and Currency-related products
    .
  • Demonstrate exceptional
    client relationship management
    and strong communication skills.

Qualifications:

  • CFP, CFA, MBA (Finance/Marketing), or Graduate in any discipline
  • Strong understanding of wealth management, financial instruments, and investment strategies
  • Excellent communication, presentation, and interpersonal skills

How to Apply:

Interested candidates are invited to share their updated resume

  • Wealth Manager

    7 days ago

    Noida, Uttar Pradesh, India AKASA FINANCE LTD Full time

    Position: Wealth ManagerLocation: Sector 142, NoidaExperience Required: Minimum 2 YearsFunctional Area: Marketing / Wealth ManagementPosition: Wealth ManagerWe are seeking a highly skilled and client-focused Wealth Manager to join our team. The ideal candidate will be responsible for managing and expanding relationships with High-Net-Worth (HNI) and...

  • Sales Specialist

    7 days ago

    Noida, Uttar Pradesh, India Wealth Clinic Full time

    Company DescriptionWealth Clinic, established in 2012 by experienced real estate professionals, Amit Raheja and Sumit Raheja, has grown from a small team to a strong workforce of over 400 professionals. Recognized as one of the fastest-growing real estate consulting companies in the region, Wealth Clinic operates multiple branches in metro cities and has...

  • Product Manager

    6 days ago

    Noida, Uttar Pradesh, India Banxx (Formerly CreditLinks) Full time

    Job Title: Product Manager – Mutual FundsLocation: NoidaExperience: 4–8 yearsDepartment: ProductEmployment Type: Full-timeAbout the RoleWe are looking for an experienced and customer-obsessed Product Manager – Mutual Funds to lead the development, growth, and optimization of our Mutual Funds product line. This role will be responsible for building...

  • Manager

    7 days ago

    Noida, Uttar Pradesh, India ARK Infosolutions Full time

    Job DescriptionJob Description: -1Manage Bank Operations and Co-ordination with Banks2Manage Promoter's Personal Accounting3Track investment performance, prepare periodic reports, and liaise with external financial advisors or wealth managers.4Maintain accurate records of all personal investment portfolios5Process documentation for new Investments,...

  • Sales Manager

    7 days ago

    Noida, Uttar Pradesh, India Wealth Choice Infratech pvt ltd Full time

    Lead, motivate, and manage a team of Sales Executives.Achieve monthly, quarterly, and annual sales targets.Generate leads through multiple channels and ensure strong follow-ups.Conduct client meetings, site visits, and close deals effectively.Maintain strong client relationships to ensure repeat business and referrals.Prepare sales reports, forecasts, and...

  • Product Management

    7 days ago

    Noida, Uttar Pradesh, India Paytm Full time

    About Paytm:Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm's mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology.About...

  • React Native Developer

    7 days ago

    Noida, Uttar Pradesh, India DistrictD Full time

    Job description for ReactNative Developer (Must have minimum 2-3years of experience in ReactNative)About this opportunity:We are looking for a qualified React Native developer to join our App & Software Development Team. You will develop iOS as well as android apps using React Native. You will be is responsible for building and maintaining both the frontend...

  • Merchant Operations Associate

    2 weeks ago

    Noida, Uttar Pradesh, India Paytm Payments Services Full time

    About us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm's mission is to serve half a billion Indians and bring them to the mainstream economy with the help of...

  • Senior Product Manager

    6 days ago

    Noida, Uttar Pradesh, India Tandems Full time

    Senior Product ManagerLocation:  Noida, Uttar Pradesh, IndiaCome thrive at Tandems At Tandems, we're reimagining the future of financial advice. We empower financial advisors to deliver smarter, more human guidance by combining data, empathy, and artificial intelligence. Partnering with leading financial institutions, we deploy intelligent software and AI...

  • React Native Developer

    7 days ago

    Noida, Uttar Pradesh, India Utopian Dreams Pvt. Ltd. Full time

    Job description for ReactNative DeveloperAbout this opportunity:We are looking for a qualified React Native developer to join our App & Software Development Team. You will develop iOS as well as android apps using React Native. You will be is responsible for building and maintaining both the frontend and backend of applications. Having experience to develop...