Wealth Manager

Full Time | Based in Connaught Place, New DelhiWe are looking for a passionateWealth Associatewith aprimary focus on Portfolio Planning, Relationship Management, and Client acquisition. As a Wealth Manager, you will work closely with both retail & high-net-worth clients, providing strategic financial guidance, and implementing tailored wealth management...

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

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...

Responsibilities:* Sales of Unlisted Equity /Pre -IPO Shares, Private Equity or Wealth Products.* Develop wealth strategies using mutual funds and private wealth solutions.Health insurance

Company DescriptionOur client is one of the leading NBFC.Wealth Manager / Sr Manager WealthExperience - 4+ years in Financial Industry/ Private Wealth / Capital Markets / Private BankingLocation -Mumbai , Delhi ,Pune ,Kolkata, Chennai , Jaipur,Education - UG / PGRole DescriptionExperience in private wealth management, portfolio management, and client...

Responsibilities:* Manage HNIs' portfolios through mutual funds, PMS & brokerage services* Acquire new HNI clients for wealth management offerings* Increase investment opportunities through securities expertiseSales incentives

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...

As aWealth Management Intern, you'll work closely with our advisory and sales teams to identify potential clients, pitch investment solutions, and build strong relationships.You'll gain hands-on experience in client engagement, financial product sales, and portfolio discussions while developing your negotiation and presentation skills.Key...

We are seeking an experienced and result-oriented Wealth Relationship Manager to drive our wealth management business with a strong focus on B2B partnerships and HNI/corporate client acquisition. The candidate will play a vital role in expanding the company's network, managing client relationships, and contributing to overall business growth.Key Roles &...

**Job Title - Business Development InternCompany Name - MJ WealthJob type - InternshipAbout MJ Wealth**MJ Wealth is a financial services firm dedicated to helping individuals and small businesses achieve long-term financial success. With personalized strategies across investments, insurance, and wealth planning, we offer trusted guidance to help you grow,...