Wealth Management - Noida

We are hiring a Relationship Manager who will be responsible for converting qualified leads into clients and managing assigned client relationships on an ongoing basis. · Clients will be allocated to you post onboarding, · and you will remain their primary point of contact. · Thi ...

We are hiring a Relationship Manager who will be responsible for converting qualified leads into clients and managing assigned client relationships on an ongoing basis. · Clients will be allocated to you post onboarding, and you will remain their primary point of contact.,Engage ...

We are looking for an experienced Senior Wealth Manager with strong market connects and a proven HNI/UHNI client base. · Manage and grow relationships with HNI & UHNI clientsAcquire new clients through strong market networks and referralsAdvise on a wide range of BFSI products in ...

Wealth Redefine is looking for an enthusiastic and proactive Wealth Manager / Financial Advisor with expertise in Mutual Funds, SIPs, Financial Planning, and Stock Markets. · Build and maintain strong client relationships. · Provide expert guidance on Mutual Fund- · MMeet monthly ...

The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. · ...

Job summary · We are looking for a Senior Wealth Manager to lead and grow the B2B wealth distribution channel, · manage key partner relationships,and mentor junior wealth managers while driving AUM · and revenue across multiple wealth products. · ...

We are passionate about helping HNIs achieve their financial goals through smart investing. · Provide expert guidance on Mutual Fund to HNIs(Sales) · ...

Wealth Manager handle high value transactions with 7+ years of experience in Wealth Management. · Strong existing HNI/UHNI client relationships · ...

Wealth Redefine is looking for an enthusiastic and proactive Wealth Manager / Financial Advisor with expertise in Mutual Funds SIPs Financial Planning and Stock Markets. · Build and maintain strong client relationships. · Provide expert guidance on Mutual Fund · Meet monthly sale ...

We are looking for an enthusiastic and proactive Wealth Manager / Financial Advisor with expertise in Mutual Funds, SIPs, Financial Planning, and Stock Markets. · ...

++We offer a diverse portfolio of products tailored to meet the unique financial goals of each client. · The Wealth Manager will be responsible for developing comprehensive financial plans. · ,+Proficiency in Financial Planning and Insurance strategies · Strong understanding of I ...

This is a role for a Wealth Manager at Mitcsco Financial Services in Noida. The Wealth Manager will provide tailored financial planning services and manage investment portfolios. · Proficiency in Financial Planning and knowledge of creating customized investment strategies · Expe ...

The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. · ...

To acquire preferred clients (HNI/Ultra HNI) and maintain client relationships to generate Assets Under Management. · Advise clients on their Investments and managing their overall financial portfolio. · ...

Wealth Manager will be responsible for acquiring preferred clients HNI/Ultra HNI maintaining client relationships generating AUM Assets Under Management from preferred clients advising HNI/Ultra HNI clients on their Investments managing their overall financial portfolio deepening ...

This is a full-time on-site opportunity for 'Wealth Management Associate' based at Noida. The Wealth Management Associate will be responsible for acquiring customers at their individual capacity. ...

This role is for senior relationship managers and wealth leaders from banks, broking and wealth firms who already manage large HNI / UHNI portfolios and are looking to scale their practice through a differentiated, high-quality product ecosystem. · onboard and service client rela ...

This role is for senior relationship managers and wealth leaders from banks, broking and wealth firms who already manage large HNI / UHNI portfolios and are looking to scale their practice through a differentiated, high-quality product ecosystem. · ...

+h2>Job summary · Build and scale a high-value investor and distribution ecosystem. · +h2>Responsibilities · Maintain strong, ongoing relationships with existing investors and distribution partners. · +Enable repeat investments, portfolio scaling, and cross-selling through proact ...

This role is designed for senior wealth professionals who already manage large HNI/UHNI portfolios and want to scale their practice through a differentiated product ecosystem. · The incumbent will independently onboard and manage client relationships, leveraging curated products. ...