Wealth Manager(Mutual funds)

Location: Sector 3, Noida | On-site | 9:00 AM – 5:30 PM (8.5 hrs)Employer contact details Jayant )About Us – Wealth RedefineAt Wealth Redefine, we are passionate about helping individuals and businesses achieve their financial goals through smart investing. We manage an AUM of over 550+ crores with clients across the globe. Our mission is to simplify...

Location: Sector 3, Noida | On-site | 9:00 AM – 5:30 PM (8.5 hrs)Employer contact details Jayant )About Us – Wealth RedefineAt Wealth Redefine, we are passionate about helping individuals and businesses achieve their financial goals through smart investing. We manage an AUM of over 550+ crores with clients across the globe.About the RoleWe are looking...

Job Description for Wealth Manager Profile at FINVESTMENTSThe Wealth Management & Analysis professional will be responsible for managing client investments, analyzing market trends, and providing strategic financial advice. This role involves recommending mutual funds, insurance products, and other financial instruments tailored to client needs while...

Roles and ResponsibilitiesManage relationships with existing clients to increase AUM (Assets Under Management) through cross-selling mutual funds.Identify new business opportunities by prospecting for potential customers and acquiring new clients.Achieve sales targets by selling mutual fund products such as SIPs (Systematic Investment Plans), NISM VA...

Build & maintain strong relationships with high net worth clientsManage clients' portfolios, including making investment , monitoring performancePrepare reports for clients, providing regular updates on portfolio performance & investment strategies Required Candidate profileGraduate or PG with at least 5 years of experience in wealth management in Stock...

We Are Hiring – Wealth ManagerLocations: Sector 142, NoidaExperience: 2+ YearsFunctional Area: Marketing / Wealth ManagementKey Responsibilities:Acquire and manage relationships with HNI and Ultra-HNI clients.Grow and maintain Assets Under Management (AUM).Provide investment advisory and manage clients' overall financial portfolios.Coordinate with product...

We're looking for a Wealth Manager to join our team at The Policy Exchange. As a Wealth Manager, you will be responsible for providing comprehensive wealth management solutions to high net-worth individuals and corporate clients. You will work closely with our team to understand client needs, develop tailored financial plans, and offer investment and...

Senior Relationship Manager – Wealth Management(Assistant | Deputy | Senior | AVP | DVP | VP) Noida, Sector-135 | Full-time About Wealth Creation CompanyWealth Creation Company is apremium wealth distribution platformfacilitating access tocurated and selective investment solutionsthrough licensed and compliant partners.Our platform is designed forserious...

Intern - Wealth Management - Noida Location - 4 no'sKnowledge about Capital Market, Mutual Fund, Mergers and Acquisitions Advisory, and Financial Restructuring AdvisoryIdentify new investment trends and opportunitiesLearning about Equity, Capital Markets, PMS relatedWork closely with Internal DepartmentsAssess the performance of Stocks, Investments &...

Senior Wealth Manager / Portfolio ManagerCompany: Capital EdgeExperience Required:7+ YearsLocation:Sector 136, NoidaIndustry:Real Estate, Banking, Wealth Management and Financial ServicesCompensation:₹1,00,000 – ₹3,00,000 per month (₹12–₹36 lakhs per annum) + Performance-Based IncentivesAbout Capital EdgeCapital Edge is a premier investment...