Wealth Advisor - Delhi

Work Mode: 6 days working, Work From Office (Noida location) · Shift: Day shift currently; rotational shifts may be introduced in the future · Cab Facility: Cab will be provided for night shifts, whenever applicable · Roles & Responsibilities · Must have a minimum of 2 years. · L ...

Location: Delhi NCR · Key Requirements: · Must be from Banking and Wealth Management Industry. · Minimum experience of managing AUM of 50-70 Cr in current role. · At least 3 years of Portfolio Management & Financial Advisory experience for HNIs/UHNIs. · Currently employed (no no ...

Wealth Management · Noida · 3 - 6 Years Of Experience · No. of Openings - 1 · Responsibilities: · Develop a deep understanding of the 1 Finance philosophy, advisory approach, and suite of services to effectively align client needs with customized financial solutions · Conduct com ...

We are looking for highly articulate, result-driven International Telesales Executives with exceptional communication skills and no Mother Tongue Influence (MTI). · The role involves high-volume cold calling, lead qualification, and upselling, · with the primary objective of secu ...

Wealth Products Advisors will work closely with Relationship Managers to support investment advisory delivery.The role focuses on portfolio analytics research support proposal preparation and advisory execution ensuring high quality and consistent outcomes for affluent clients. · ...

FundTQ, based in Delhi, Gurgaon and Mumbai, is ranked a #5 Investment Bank in India. Closed 15+ marquee fundraising and mergers & acquisitions deals in past 12 months. For finding the successful transactions by FundTQ, visit the website at · Partners are CA, IIT &IIM, Ex KPMG,EY ...

FundTQ, based in Delhi, Gurgaon and Mumbai, is ranked a #5 Investment Bank in India. Closed 15+ marquee fundraising and mergers & acquisitions deals in past 12 months. For finding the successful transactions by FundTQ, visit the website at · Partners are CA, IIT &IIM, Ex KPMG,EY ...

We are hiring Advisors / Investment Analysts for a technology-enabled financial services firm operating in the wealth and investment advisory space. · ...

+Job summary · We are hiring Advisors / Investment Analysts for a technology-enabled financial services firm operating in the wealth and investment advisory space. · +ResponsibilitiesPrepare portfolio review and performance analysis reports · Create rebalancing recommendations al ...

+Job summary · We are hiring Investment Advisors to support Relationship Managers in delivering high-quality investment advice to affluent clients. · +Qualifications3-8 years of Investment Advisor/Investment Analyst Wealth Management experience. · Strong Excel and financial analy ...

We are seeking highly skilled and strong expertise in cryptocurrency, equity markets, ETFs, mutual funds, wealth management, and trade settlements. The ideal candidate will have hands-on experience in trading, corporate actions, taxation, and investment advisory, along with solid ...

This is an entry level position that involves preparing financial reports using accounting software and managing income tax ROC work GST compliance. It also includes processing TDS payments on time ensuring accurate record keeping and reconciliations. · ...

Drive new investor onboarding across HNIs, UHNI business families, institutions and wealth platforms. · ...

Advisor/Investment Analyst with a leading AI-enabled wealth management firm serving affluent families will involve preparing portfolio reviews, rebalancing reports and investment proposals tracking market trends conducting research on equity/debt products supporting Relationship ...

We're Hiring: Senior Wealth Specialist · Location: Pune | Delhi | Kolkata · Experience: 5–10 Years · At · Buoyant Capital · , we are expanding and seeking a relationship-focused wealth professional who can convert opportunities into meaningful outcomes. · Job description · • Grow ...

Join our team at TRUST Group as a Non Institutional Sales- Debt Market professional. · ...

As an Executive Investment Banker cum Wealth Advisor within our esteemed financial management company, you will play a pivotal role in providing comprehensive financial services to our high-net-worth clients. Leveraging your expertise in investment banking and wealth management, ...

· Job Description: · Client Acquisition & Business Development: · Acquire new priority banking clients through referrals, networking, and market outreach. · Identify and cultivate relationships with HNW and UHNW clients. · Develop and execute strategies to achieve revenue and cl ...

We are looking for a Financial Advisory Support Analyst who will be the bridge between our emerging HNI-like clients and our financial advisors. · This is not only a tech or product role; it is an execution-heavy, hands-on role for someone who can empathise with both sides, desig ...

We are seeking a highly experienced Investment Advisor to lead sophisticated wealth management engagements for high-net-worth and ultra-high-net-worth clients across Delhi and Gurgaon. · Manage and expand a portfolio of HNI and UHNI clients across Delhiand Gurgaon · ...

· This role is for one of the Weekday's clients · Salary range: Rs Rs ie INR 45-60 LPA) · Min Experience: 12 years · Location: Delhi, Gurgaon · JobType: full-time · We are seeking a highly experienced Investment Advisor to lead sophisticated wealth management engagements for hig ...