Wealth Manager- Mutual Fund

Job Title: Virtual Relationship Manager – Mutual Fund Distributors (MFDs)Location: MumbaiEmployment Type: Full-TimeExperience Level: 0–3 years (Graduates welcome; Freshers encouraged toapply)About the Role: We are seeking a dynamic and driven individuals to join ourteam as a Virtual Relationship Manager MFD. This role is focused on engagingwith...

Wealth Management Trainee | Mutual Funds | Finance FresherChandigarh — On-SiteKickstart your career in Mutual Funds & Wealth Management with DR. Shares & Stock Brokers. This role is perfect for freshers who have basic finance knowledge, good English communication, and a strong interest in investments. Full training provided for candidates who are eager to...

Company DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...

Company DescriptionInCred Wealth is an agile wealth management company committed to delivering world-class investment services and solutions to Indian clients globally. We cater to UHNI and HNI clients with an extensive range of investment products backed by thorough research, advanced technology, and a dedicated team. Our services include investment...

Company DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...

Company DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...

Company DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. With a client-first philosophy, we have earned the respect and loyalty of our clients through prompt responses to their queries. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role...

HIRING FOR Business Development ExecutiveLocation -Andheri East, MumbaiCTC - Upto 4 LPA +IncentiveExperience - Min 6 months to 2 years required in Mutual Funds salesJob Description: We are seeking a dynamic Business development Executiveto support and manage our network of Direct Selling Agents (DSAs) engagedin mutual fund & other wealth distribution. The...

Company DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its  wealth distribution business  and looking for driven  Relationship Managers  to onboard HNI, NRI,...

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...