Wealth Management Manager- RM Profile- individual Role- Finance Role

1 day ago


Gurgaon, Haryana, India Elevation Hr Full time ₹ 8,00,000 - ₹ 25,00,000 per year

Acquire (HNIs) and manage their investment portfolios across multiple asset classes, including debt, equity, and structured products. understanding of investment products such as bonds, PMS, AIFs, mutual funds, insurance, alternative investments.


  • Wealth Manager

    3 days ago


    Gurgaon, Haryana, India Motilal Oswal Financial Services Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionMotilal Oswal Financial Services Ltd. (MOFSL) was founded in 1987 and has grown into a diversified financial services firm with over 12,000 team members. We offer a wide range of financial products and services including Private Wealth, Retail Broking, Institutional Broking, Asset Management, Investment Banking, and more. Headquartered in...

  • Wealth Management

    6 days ago


    Gurgaon, Haryana, India Adriyana Solutions Pvt Ltd Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Job Description:The Head of Department (HOD) for Wealth Profile focusing on Mutual Funds, Fixed Deposits (FDs), andDemat Accounts will lead and manage the strategic direction of these specific wealth management services.This role requires a deep understanding of mutual funds, fixed deposit products, demat accounts, and otherwealth management solutions,...


  • Gurgaon, Haryana, India Saksham Wealth Private Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionSaksham Wealth Private Limited is a leading force in investment management, serving corporations, institutions, high-net-worth individuals, and NRIs since 2005. The company specializes in equity and fixed-income advisory, trading, research, investment banking, private investment management, asset management, and private equity. Saksham...


  • Gurgaon, Haryana, India Motilal Oswal Financial Services Ltd Full time ₹ 3,00,000 - ₹ 15,00,000 per year

    Company DescriptionMotilal Oswal Financial Services Ltd. (MOFSL) was founded in 1987 and has grown into a well-diversified financial services firm headquartered in Mumbai. With over 12,000 team members, MOFSL offers a range of financial products and services including Private Wealth, Retail Broking, Asset Management, and Investment Banking. The company...

  • Wealth Manager

    4 weeks ago


    Gurgaon, Haryana, India Kazam Full time

    Key Responsibilities- Advise clients on building well-diversified portfolios using MFs, AIFs, unlisted equities, and other alternatives.- Design and implement investment strategies, monitor performance, and rebalance portfolios as needed.- Guide clients through complex investment products such as AIFs and unlisted shares.- Stay updated with regulatory...


  • Gurgaon, Haryana, India Nexionpro Services LLP Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Job description:Job Title: Wealth Relationship Manager (Wealth RM)Role OverviewWe are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks.Key...

  • Wealth Manager

    6 days ago


    Gurgaon, Haryana, India Grip Invest Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Key ResponsibilitiesAcquire and manage a portfolio of HNIs/UHNIs, Retail Affluent, and Corporate clients .Prospect and onboard investment distributors / IFAs to expand product reach.Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, fixed income, etc.).Conduct...


  • Gurgaon, Haryana, India NexionPro Full time ₹ 5,00,000 - ₹ 7,00,000 per year

    Job Title: Wealth Relationship Manager (Wealth RM)Company: Myraa WealthLocation: M3M , Sector 65 ,GurugramExperience: 5–7 YearsAbout Myraa WealthMyraa Wealth is a boutique wealth management firm dedicated to delivering personalized financial strategies that go beyond traditional advisory. We focus on building long-term client relationships, offering...


  • Gurgaon, Haryana, India SV Management Consultants Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Please share your CV on Role & responsibilitiesPlan and manages all aspects of retail financing operations within the dealerships and maintaining relationships with sales team to drive retail finance profitability of Vehicle business.Financiers ManagementFund availabilityQuality customer profile Credit worthinessPreferred candidate profileBachelor's degree...


  • Gurgaon, Haryana, India nexionpro Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    Job Title: Wealth Relationship Manager (Wealth RM)Company: Myraa WealthLocation: M3M , Sector 65 ,GurugramExperience: 5–7 YearsAbout Myraa WealthMyraa Wealth is a boutique wealth management firm dedicated to delivering personalized financial strategies that go beyond traditional advisory. We focus on building long-term client relationships, offering...