Wealth Manager

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...

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,...

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...

About 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...

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...

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...

Job description Location:MG Road, GurugramAbout UsFinora Wealth is a trusted wealth management company with 25+ years of experience in working with High Net-Worth Individuals (HNIs). We specialize in Mutual Funds, PMS, AIFs, Insurance, and other wealth solutions.We are looking for a Sales Executive to join our team and support our client acquisition efforts...

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...

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...

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...