Wealth Product Specialist for a premium vertical of Global Investment Company

Company DescriptionInCred Wealth is an agile wealth management company committed to delivering world-class investment services and solutions to Indian clients globally. We cater to UHNI and HNI clients with an extensive range of investment products backed by thorough research, advanced technology, and a dedicated team. Our services include investment...

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...

We're Hiring: Experienced Senior Wealth Managers – B2B SegmentAre you a seasoned Wealth Manager passionate about helping people make smarter financial decisions? We're expanding our B2B Wealth Management team and looking for professionals who can work closely with our business partners—to guide their clients in building tailored portfolios and...

Responsibilities:* Manage client portfolios with mutual funds expertise* Acquire high net worth clients through strategic planning* Provide investment advice and product knowledge* Oversee wealth management services for HNIsTravel allowanceHealth insuranceAccidental insuranceLife insuranceAnnual bonusSales incentivesPerformance bonus

Location: Connaught Place, Delhi, India Company: Apricus Wealth Investment Managers LLPAre you passionate about finance and operational excellence? Join Apricus Wealth, a SEBI Registered PMS and Investment Adviser committed to delivering personalized wealth management solutions for high-net-worth individuals.What You'll Do Client Data Management: Maintain...

Company DescriptionBajaj Capital Ltd. is a trusted name with over 60 years of experience in helping individuals protect and grow their wealth. We offer a diverse range of financial solutions tailored to meet the unique needs of our clients. Our focus is on delivering value, forming lifelong relationships, and providing top-notch expertise backed by...

Job Description:We are looking for a passionate and dynamic Equity Advisor / Investment Specialist to join our growing team at Angel One Master Franchise. The ideal candidate should be well-versed in financial markets and have a strong focus on revenue generation, client relationship management, and investment advisory.Key Responsibilities:Generate revenue...

Job Description- Job Title: Director- Wealth Management - Business DevelopmentLocation: Delhi / BangaloreReports To: Manoj LaddhaDepartment: Wealth ManagementCompensation: INR LPA (Fixed) + Performance-Based Incentives._____________________________________________________________________________Role Overview:As the Director of Wealth Management, you will be...

Research Associate – Thought Leadership & AI InsightsLocation:Remote / Hybrid – IndiaInternship: 1 year (followed by full time leadership role)Organization:Global Wealth Management (GWM)AtGlobal Wealth Management (GWM), ourResearch & Insightsdivision explores the intersection of global markets, corporate finance, and strategy to inform and inspire...

Company DescriptionRS Wealth Management Pvt. Ltd. is a comprehensive financial services provider offering a wide range of investment options, services, and products. Established in 2013, the company is a member of NSE, BSE, and MCX, providing advanced platforms for trading in equity, derivatives, commodities, and currency markets. RS Wealth Management serves...