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...

Company DescriptionInCred Premier is dedicated to helping affluent customers across India achieve financial freedom. We offer a range of financial products and services to help our customers grow and protect their wealth. Our personalized financial products are tailored to each individual's unique goals and needs. Our experienced professionals provide...

Company DescriptionPrognosis Financial was established in 2013 with a vision to revolutionize wealth management by bringing together a team of passionate experts dedicated to empowering clients. Headquartered in Connaught Place, New Delhi, we serve clients nationwide. Our strength lies in our extensive industry experience and deep understanding of market...

Responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation.Manage the existing and new client portfolio . Interested one can drop your CV

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

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...

About Us:Merits Capital Private Limited, a leading financial services firm, is looking for an experienced and driven Wealth Manager with a well-established client base. In this role, you will utilize your existing relationships to drive business growth, deliver exceptional service, and foster long-term client partnerships. If you excel in achievingsales...

Location: Connaught Place, Delhi, India Company: Apricus Wealth Investment Managers LLPAre you passionate about finance and operational excellence? Join Apricus Wealth, a SEBI Registered PMS and Investment Adviser committed to delivering personalized wealth management solutions for high-net-worth individuals.What You'll Do Client Data Management: Maintain...