Wealth Manager

23 hours ago

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

Key Responsibilities

  • Acquire 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 regular portfolio reviews, client meetings, webinars, and investor events.
  • Run
    end-to-end investment sales cycle
    : lead generation, pitching, documentation, closure, and post-investment servicing.
  • Coordinate with internal teams (product, operations, compliance) for smooth execution.
  • Use digital/social media and other channels to educate clients and build trust.
  • Achieve sales and revenue targets (AUM growth, number of clients onboarded, distributor partnerships).

What We're Looking For

  • 2 to 7 years
    of relevant experience in wealth management, investment advisory, mutual fund distribution, or financial product sales.
  • Strong understanding of
    wealth/investment products
    and the ability to pitch complex solutions.
  • Proven track record of working with
    HNI / UHNI clients
    and exposure to
    distributor/IFA engagement
    .
  • Excellent communication and relationship-building skills.
  • Strong phone and in-person presence; ability to manage multiple clients and leads simultaneously.
  • Self-driven, result-oriented, and comfortable working in a fast-paced fintech/startup environment.

Preferred Qualifications

  • Bachelors degree in Finance, Commerce, Economics, or related field (MBA is a plus).
  • Certifications such as NISM, CFP, or CFA (preferred but not mandatory).
  • Prior experience in fintech, wealth tech, or alternative investments will be an advantage.

  • Wealth Manager

    2 weeks ago

    Gurgaon, Haryana, India Renous Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    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...

  • Wealth Management

    17 hours 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,...

  • Wealth Manager- Global Market

    3 days ago

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

    To apply, visit –  Position:Wealth Manager (Global Markets) – GurgaonLocation:Gurgaon, IndiaExperience Required:5+ YearsApply here:Click to ApplyJob Title: Wealth Manager – Global Markets (Gurgaon)About the RoledeVere Group, one of the world's leading independent financial advisory organisations, is hiring experienced Wealth Managers to join their...

  • Head of Wealth Management

    2 weeks ago

    Gurgaon, Haryana, India Findoc Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Job Overview:We are looking for an experienced Wealth Head with a strong background in the stock broking industry to join our team. In this role, you will be responsible for providing personalized investment advice to clients and managing their investment portfolios to help them achieve their financial goals.Responsibilities:• Develop and maintain...

  • Director: Portfolio and Wealth Management

    1 week ago

    Gurgaon, Haryana, India Torfac Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Gurugram, IndiaFull TimeJob Description – Director: Portfolio and Wealth ManagementThe Director – Portfolio & Wealth Management will oversee and manage the organization's investment portfolios and overall wealth strategy. This role is responsible for driving investment performance, asset allocation, liquidity management, and long-term capital...

  • Hiring For Wealth Manager In Leading AMC

    1 week ago

    Gurgaon, Haryana, India Voptimum Future Full time ₹ 7,14,000 - ₹ 10,20,000 per year

    Designation: Wealth Manager Location: GurugramSalary - 12 LPA to 17 LPAExperience Required : 7-14 Years of Experience in Banking & AMC(Mutual funds Company) Acquisition of Affluent & Super Affluent ClientMust Have : NISM 5 A Certificate Required Candidate profileExperience Required: 7-14 Years of experience in Banking, Securities, AMC, Burgundy RM, Affluent...

  • Customer Success Manager

    1 week ago

    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...

  • Financial Advisor

    4 days ago

    Gurgaon, Haryana, India InCred Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionInCred Wealth is a modern, agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally. We offer an end-to-end investment product suite that is tethered to in-depth research, powered by technology, and delivered by a highly experienced and committed team. Our products and...

  • Wealth Manager

    4 days ago

    Gurgaon, Haryana, India FundTQ Full time ₹ 5,00,000 - ₹ 25,00,000 per year

    About FundTQFundTQ, based inDelhi,Gurgaon andMumbai, isranked a #5 Investment Bank in India.Closed 20+ marquee fundraising and mergers & acquisitions deals in past 12 months. Forfinding the successful transactions by FundTQ, visit the website below:Website: Partners Background:Partners are CA,IIT &IIM, Ex KPMG,EY &PWC, with 14 + years of experience eachwith...

  • Wealth Manager_Client_ Fintech Industry

    1 week ago

    Gurgaon, Haryana, India Hireginie Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Our Client:Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over ₹1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market.Job Title: Wealth...