Wealth Manager
3 days ago
Company Description
Motilal 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 Mumbai, our extensive network spans over 550 cities with 2500+ business locations. Renowned for our research-led approach, we invest significantly in equity research to provide the highest quality advice. We have consistently been recognized for our performance in equity broking and research.
Role Description
This is a full-time on-site role for a Wealth Manager based in Gurugram. The Wealth Manager will be responsible for financial planning, investment management, and overseeing investments. Daily tasks include providing personalized financial advice, managing client portfolios, and identifying growth opportunities. The role requires regular interaction with clients to assess their needs, helping them achieve their financial goals through various financial products and services.
Qualifications
- Skills in Financial Planning and Finance
- Experience in Investment Management and overseeing Investments
- Knowledge of Insurance products and services
- Strong communication and client relationship management skills
- Ability to analyze and interpret market trends and data
- Bachelor's degree in Finance, Economics, or related field
- Professional certifications such as CFA, CFP are a plus
- Prior experience in wealth management or financial advisory roles
-
Wealth Manager
1 day ago
Gurgaon, Haryana, India Planify Capital Limited Full time ₹ 15,00,000 - ₹ 25,00,000 per yearOverviewProvide 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...
-
Wealth Management
7 days ago
Gurgaon, Haryana, India Adriyana Solutions Pvt Ltd Full time ₹ 15,00,000 - ₹ 20,00,000 per yearJob 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
7 days ago
Gurgaon, Haryana, India Grip Invest Full time ₹ 15,00,000 - ₹ 25,00,000 per yearKey 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...
-
Wealth Manager
1 day ago
Gurgaon, Haryana, India Green Portfolio Full timeAbout 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...
-
Wealth Manager
3 days ago
Gurgaon, Haryana, India ProSales Financial Services Private Limited Full timeAcquire 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...
-
Wealth Manager- Global Market
1 week ago
Gurgaon, Haryana, India Renous Full time ₹ 15,00,000 - ₹ 25,00,000 per yearTo 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...
-
Sales Executive
3 days ago
Gurgaon, Haryana, India Finora Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per yearJob 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...
-
Customer Success Manager
2 weeks ago
Gurgaon, Haryana, India Saksham Wealth Private Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany 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
1 week ago
Gurgaon, Haryana, India InCred Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany 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
1 week ago
Gurgaon, Haryana, India FundTQ Full time ₹ 5,00,000 - ₹ 25,00,000 per yearAbout 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...