Wealth management - Gurugram, Haryana

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 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 ...

BellWether Associates aims to serve as a dedicated Personal CFO providing tailored financial solutions to meet unique goals needs and risk tolerance of each client. · ...

We are seeking a high energy individual who understands the Wealth management space and is looking to be part of a founding team that will define the next Generation Wealth Management company.Manages 4–6 RMs and ensures advisory quality, productivity, compliance and client satisf ...

BellWether Associates aims to serve as a dedicated Personal CFO providing tailored financial solutions to meet unique goals needs and risk tolerance of each client. · ...

We are looking for an Wealth Manager to join our team in Gurgaon. · Build, manage, and deepen long-term relationships with HNI / UHNI clients. · ...

We seek to add an aspirational and diligent wealth management professional with prior work experience of 2-7 years to our team to help with deepening our existing relationship with clients. · ...

We are looking for an accomplished Senior Wealth Management Professional with strong leadership capabilities to drive client acquisition AUM growth and revenue expansion. · Analyze financial information and develop customized wealth strategies for clientsDrive AUM growth and achi ...

The Wealth Manager will be responsible for acquiring managing growing a portfolio of High-Net-Worth HNI Ultra-High-Net-Worth UHNI Retail Affluent Corporate clients This role combines financial expertise relationship management business development to deliver personalized investme ...

The Wealth Manager will be responsible for acquiring, managing, and growing a portfolio of High-Net-Worth (HNI), Ultra-High-Net-Worth (UHNI), Retail Affluent, and Corporate clients. · ...

Achieve revenue goals through various methods like cold calling networking or meetings execute sales strategies to achieve business targets sell wealth management products like mutual funds insurance stock broking PMS AIF · ...

Wealth management company seeks motivated individual to join team and take up responsibilities.We are looking for a dynamic Wealth Manager AIF & PMS to lead multi-product distribution, drive sales growth, and expand our AUM across retail, HNI, Ultra-HNI, Family Office, and instit ...

We are a new wealth management venture designed to serve Indias affluent segment who have significant investable surplus money. · ...

Wealth Manager Manage and scale a dedicated book of approximately 150 HNI clients with a current AUM (non CASA or Real-Estate) of ₹120–150 Crores. · ...

We are seeking an experienced AIF Manager to lead our Alternative Investment Fund (AIF) initiatives.The ideal candidate will have extensive knowledge of alternative investments, strong leadership skills, and the ability to develop and manage client relationships. · Must have his ...

We are a boutique setup with a strong and dedicated team from a rich educational and professional background. Currently, we are looking for a wealth manager to join our team in the next phase of our growth. · ...

Wealth manager to advise clients across equity & fixed income: Mutual Funds, PMS etc. Manage customized portfolios aligned with goals, risk & investment horizon. · Holistic financial plan: preservation, tax & succession ...

We are looking for a wealth manager to join our team in the next phase of our growth. · ...

We are seeking an experienced AIF Manager to lead our Alternative Investment Fund (AIF) initiatives.The ideal candidate will have extensive knowledge of alternative investments, · strong leadership skills, · and the ability to develop and manage client relationships. · ...

We are hiring a Wealth Management Associate to support backend investment operations involving equities, ETFs, mutual funds, and crypto instruments. · Analyse equities, ETFs, mutual funds, and crypto portfolios · Track market trends, NAV movements... · ...