Average salary: Rs1,921,698 /yearly
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- ...Purpose The primary purpose of this role will be to develop and manage client relationships and deliver the Sanctum proposition in line... ...outcomes through proper client profiling and ensuring that wealth managers follow model portfolios, house views, and product suitability...Suggested
Rs 4 - 10 lakhs p.a.
...Key Deliverables: Manage investment portfolios for HNI and NRI clients Drive mutual fund sales and cross-sell wealth products Provide tailored financial solutions and portfolio strategies Ensure compliance with NISM mutual fund certification Role Responsibilities...Suggested- ...Company Description Dalmia Wealth Pvt Ltd is one of India's largest boutique Wealth Management Companies dedicated to delivering exceptional financial advisory services. With a strong client-first philosophy, the company has built lasting relationships and gained the trust...Suggested
Rs 3 - 6 lakhs p.a.
...Client Acquisition & Relationship Management Develop and maintain strong relationships with HR, Admin heads, and key stakeholders at corporate... ...methods. Sales & Business Development Drive sales of wealth management products including mutual funds, insurance, portfolio...Suggested- ...solutions, designed to streamline workflows and enhance operational efficiency. Role Description This is a contract role for a wealth manager, based on-site in Mumbai. The wealth manager will be responsible for developing comprehensive financial plans for clients and...SuggestedContract work
- ...Job Title: Wealth Manager Location: Chennai Job Type: Full-Time Experience : 3 to 10 Yrs Job Summary: We are seeking an experienced and client-focused Wealth Manager to join our team. The ideal candidate will be responsible for managing high-net-worth clients...SuggestedLong term contractFull time
Rs 4 - 5.5 lakhs p.a.
...Key Responsibilities Client Acquisition & Relationship Management Acquire, develop, and manage relationships with Retail, HNI, and UHNI... ...engagement Manage clients sourced through foreign banks and wealth distribution partners Retirement & Insurance Planning Provide...SuggestedRs 3 - 6 lakhs p.a.
...Requirements: Minimum of 2 years of experience in wealth management, financial planning, or a related field. Strong knowledge of financial markets, investment products, and regulatory requirements. Proven experience in financial planning, investment strategies, and...Suggested- ...Job Description - ~ As the NRI Relationship/ Wealth Manager , you will be responsible for gaining a deep understanding of the clients' financial objectives & requirements and creating strategic recommendations w.r.t India based on this understanding. You will do so by building...Suggested
- ...About the Role We are seeking an experienced Fund Manager with a minimum of 3 years of investment experience to support and drive the full investment lifecycle across private equity and venture capital strategies. The role involves deal sourcing, evaluation, execution,...SuggestedOngoing contractLong term contractFull time
- ...Job Overview Nuvama Wealth is seeking an experienced Relationship Manager – Wealth to join our team. The ideal candidate will have a strong foundation in wealth management along with a proven ability to build, manage, and grow high-value client relationships. Location...Suggested
- ...Location: Noida Company: FINVESTMENTS About the Role The Wealth Manager will be responsible for managing client portfolios, providing investment and insurance advisory, and ensuring clients achieve their financial goals. This role combines investment advisory, financial...SuggestedLong term contract
- Nuvama Wealth is hiring for below positions for their Digital Business- Job description Roles and Responsibilities - Catering... ...products, MF, Insurance, PMS & Structured products offerings - Manage HNI & UHNI clients through client visits, suggest financial...Suggested
- Desired Experience : MBA / PGDM / Graduate candidates with 2+ years of relevant experience Key Skills : - Prior Experience of handling B2B Channel - Excellent Communication - Market & Product Knowledge Job Responsibilities : - Business Development - New Partner...Suggested
- ...Job Description – Wealth Manager (For PG Finance Students) Fincart – Where Wealth Meets Purpose Locations: Mumbai Joining Date: 07th January 2026 Role Overview Position: Wealth Manager Model: Internship + PPO (Full-time) Profile: Financial Advisory Sales...SuggestedFull timeInternship
- ...Job Title: Wealth Manager Location: Mumbai, Jaipur, Raipur, Kolkata, Chennai, Bangalore, Vishakapatnam, Surat Department: Wealth Management / Financial Advisory Industry : Financial Services Job Summary We are seeking a highly skilled and client-focused Wealth...Long term contractTemporary work
- ...Company: Motilal Oswal financial services limited Role: Wealth Manager / Relationship Manager Location: Pune. Job Profile / Responsibilities: 1.Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building...
- ...Role: This is a full-time, on-site Wealth Manager role located in Delhi, India. The Wealth Manager will be responsible for offering tailored financial planning advice, managing investment portfolios, and providing guidance on wealth structuring and insurance solutions...Full time
Rs 3.5 - 5 lakhs p.a.
International Sales Executive Location: Gandhinagar Contact Person - HR Nikita Rawat- WhatsApp your resume to (***) ***-**** or email to [HIDDEN TEXT]. Interview Mode- virtual interview Qualification- 0-3 yrs (Freshers are welcome) CTC: ₹3.5 - 5LPA + Incentives...Day shift- ...Company Description Wallet Finserv is a wealth management company headquarters in Mumbai. Role Description This is a full-time on-site role for a Wealth Manager at Wallet Finserv located in Guwahati. The Wealth Manager will be responsible for financial planning, investment...Full time
Rs 5 - 10 lakhs p.a.
...This role is for a Wealth Manager responsible for growing revenue across a diverse range of financial products. The ideal candidate will focus on asset gathering , client acquisition, and managing a mapped client book to increase both Assets Under Management (AUM) and overall...- ...Company Description Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of...
Rs 5 - 9.5 lakhs p.a.
...worth retail clients. Provide investment advisory and guidance on suitable financial products. Ensure adherence to compliance norms and maintain accurate MIS reports. Track client portfolios and manage relationships to maximize client satisfaction and retention....Rs 31 per hour
...Sharekhan offers a full-service model that includes expert research, experienced relationship managers, a robust branch network, and educational resources, dedicated to empowering wealth creation. The company provides a wide array of financial solutions, such as Mutual Funds,...Full time- ...tailored financial solutions to meet the unique goals, needs, and risk tolerance of each client. The firm specializes in personalized wealth management strategies, focusing on long-term client relationships and solution-driven approaches rather than generic products. BellWether's...Long term contractFull time
Rs 50 per hour
...Job Role : Wealth Manager Experience : 2 to 5 years Location : Delhi, Hyderabad, Bangalore, Chennai Key Responsibilities & Accountabilities Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs,...Immediate start- ...mature markets like the US easily. With Borderless, you can open and manage overseas investment accounts digitally and affordably. Our... ...offers a secure, reliable platform to help you grow your wealth globally. Ready to invest smarter? Borderless makes it easy....
- ...Wealth Manager – HNI Acquisition (Asst. Manager / Manager / Sr. Manager) Locations: Chennai | Kolkata | Hyderabad | Ahmedabad | Mumbai | Pune | Bangalore | Delhi ~ Experience: 2 – 5 Years About the Role We are seeking highly motivated and dynamic professionals...
- Experience in NPS Annuity Sales to Govt. and Corporate sector employees accross Maharashtra. Good knowledge in NPS and the annuity market. Having additional experience on sales of other financial products will be an added advantage.
Rs 50 per hour
...Job Description - Wealth Manager Location: Bangalore - Mittal Tower About Us We are a rapidly growing financial services firm focused on delivering customized investment solutions to HNIs and UHNIs. Our offerings span across equity, mutual funds, PMS, AIFs, structured...Long term contract
