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Wealth Management Advisor
SBNRIHaryāna, Republic Of India, IN19 hours ago
Job description6–15 years of hands-on experience in Wealth / Investment Advisory. Strong track record managing NRI & RI clients. Deep product knowledge across MF, PMS & AIF. Great communicator, relationship builder, and self-starter. SEBI / NISM certifications are a plus.
AVP / Senior Manager – Wealth
📍 Gurgaon | Hybrid 🕓 Experience : 6–15 years
About the Role :
We’re looking for a Wealth Rockstar who understands both NRI and RI portfolios inside out. You’ll bring deep expertise in Mutual Funds, PMS, and AIF , along with a strong personal investment mindset. If you thrive in a fast-paced, high-growth fintech setup — this role is for you.
What You’ll Do :
- Manage and grow high-value NRI & RI portfolios.
- Craft investment strategies across MF, PMS & AIF.
- Build long-term client trust through smart, data-driven advisory.
- Stay ahead of market trends and product innovations.
- Collaborate with cross-functional teams to enhance client experience.
What We’re Looking For :
Why Join Us :
Work with a fast-growing fintech reshaping wealth for the new India.
Hybrid setup. High ownership. Real impact.
CTC - As per standard.
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Wealth Management Management • Haryāna, Republic Of India, IN
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