Wealth Management Manager- RM Profile- individual Role- Finance Role
3 days ago
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.
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Wealth Manager
21 hours ago
Gurgaon, Haryana, India Green Portfolio Full timeAbout UsOne of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million.We are...
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Wealth Manager
3 days ago
Gurgaon, Haryana, India Motilal Oswal Financial Services Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany 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...
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Wealth Management
6 days ago
Gurgaon, Haryana, India Adriyana Solutions Pvt Ltd Full time ₹ 15,00,000 - ₹ 20,00,000 per yearJob 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,...
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Wealth Manager
16 hours ago
Gurgaon, Haryana, India Planify Capital Limited Full time ₹ 15,00,000 - ₹ 25,00,000 per yearOverviewProvide strategic, personalized wealth management services to HNI/UHNI clients. Focus on growing, preserving, and transferring wealth using a broad suite of investment instruments, including Mutual Funds, Alternative Investment Funds, and Unlisted Shares. This role demands deep product knowledge, client engagement, and regulatory proficiency.Key...
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Customer Success Manager
2 weeks ago
Gurgaon, Haryana, India Saksham Wealth Private Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany 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...
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Finance Role
1 week ago
Gurgaon, Haryana, India Loop Subscriptions Full time ₹ 5,00,000 - ₹ 15,00,000 per yearKey ResponsibilitiesBusiness Finance (70%)Prepare and update MIS reports, financial dashboards, and monthly summariesMaintain accurate financial records and ensure timely reconciliationsSupervise day-to-day accounting, invoicing, expense tracking, and payments of multiple entities in different jurisdictions.Support budgeting and forecasting by gathering and...
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Relationship Manager
3 days ago
Gurgaon, Haryana, India Nexionpro Services LLP Full time ₹ 4,00,000 - ₹ 6,00,000 per yearJob 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...
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Wealth Manager
7 days ago
Gurgaon, Haryana, India Grip Invest Full time ₹ 15,00,000 - ₹ 25,00,000 per yearKey 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...
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AVP/ Manager
1 day ago
Gurgaon, Haryana, India HSBC Full time ₹ 5,00,000 - ₹ 12,00,000 per yearJob descriptionSome careers open more doors than others.If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Wealth and...
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Relationship Manager
3 days ago
Gurgaon, Haryana, India NexionPro Full time ₹ 5,00,000 - ₹ 7,00,000 per yearJob 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...