Wealth Management Process Associate

Process Associate, Wealth ManagementProcess Associate, Wealth Management-INS Ready to shape the future of work? At Genpact, we don't just adapt to change—we drive it. AI and digital innovation are redefining industries, and we're leading the charge. Genpact's AI Gigafactory, our industry-first accelerator, is an example of how we're scaling advanced...

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,...

GreetingsMoneypalm Wealth Private Limited:About us:A sister concern of Moneypalm Brokers Private Limited, Moneypalm Wealth Private Limited has been a stalwart in the wealth management industry since 2012. We have earned the trust of HNI and Ultra HNI clients by providing tailored wealth management solutions that cater to their unique needs and risk...

deVere Group, a leading global financial advisory organizationis hiring –Wealth ManagerExperience: 5+ YearsJob Location: GurgaonAbout the Role:As a Wealth Manager at deVere Group, you will have the opportunity to support individual clients in managing and growing their wealth across borders. Withlicenses in multiple countries, deVere Groupenables seamless...

OverviewProvide 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...

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...

Job Title: Wealth & Business Development AssociateLocation: Gurugram (Sector 54)Employment Type: Full-timeSalary: ₹3–5 LPAAbout Vserv Capital ServicesEstablished in 1999, Vserv Capital Services is a trusted name in financial advisory, offering expert services in life insurance, mutual funds, and investment planning. As a leading partner of Tata AIA Life...

Acquire and manage clients across retail, HNI, and corporate segments for Wealth, Insurance, CFDs, and Mutual Funds.Support internal verticals ( Loans, Insurance, Mutual Funds, Branch Banking) in cross-selling investment products.Stay updated on market trends, product offerings, and ROI across insurers, AMCs, and NBFC issuers.Conduct product awareness...

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...

GreetingsMoneypalm Wealth Private LimitedAbout us:A sister concern of Moneypalm Brokers Private Limited, Moneypalm Wealth Private Limited has been a stalwart in the wealth management industry since 2012. We have earned the trust of HNI and Ultra HNI clients by providing tailored wealth management solutions that cater to their unique needs and risk...