This job offer is not available in your country.
▷ 15h Left! Wealth Manager
MNR Solutions Pvt. Ltd.Dwarka, Delhi, India2 days ago
Job descriptionManage and review existing client investment portfolios. Conduct portfolio analysis and make necessary adjustments. Drive additional business from existing clients across financial services including Mutual Funds, Stocks, Loans, Insurance (General & Term), Estate Planning, and Tax Planning. Create and enforce financial goal plans to meet clients’ long-term objectives. Acquire new clients through : ○ Financial Awareness Programs ○ Referrals from existing clients ○ Social media leads ○ Internal acquisition team leads ○ Other external sources Conduct financial planning and analysis for new clients. Build long-term relationships through periodic portfolio reviews, market discussions, and product recommendations. This is a sales-driven role with KRAs directly linked to revenue generation. Onboard prospects from your own business book / network. Cross-sell financial instruments based on client needs. Utilize corporate networks to organize financial awareness sessions. Conduct initial portfolio screening for prospective clients. Maintain and update MIS reports. Present periodic performance reviews and achievements. Strong communication and interpersonal skills to build long-term client relationships. In-depth knowledge of the Mutual Fund Industry, Capital Market, and profitability drivers.
Company Description
- Key Responsibilities
1. Existing Client Relationship Management
2. New Client Acquisition & Relationship Management
3. Sales & Business Development
4. Additional Responsibilities
Candidate Profile
Create a job alert for this search
15H Left Manager • Dwarka, Delhi, India
Related jobs
)
We are looking for an experienced Wealth Head with a strong background in the stock broking industry to join our team.In this role, you will be responsible for providing personalized investment adv...Show moreLast updated: 11 days ago
- Promoted
Manager Wealth Management
Maple Capital AdvisorsNew Delhi, Delhi, India Management to join our team in New Delhi.This is an immediate opening for candidates who thrive.Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth.
We operate in both domestic ...Show moreLast updated: 30+ days ago
- Promoted
Regional Growth Partner (Equity Only – 1%)
Olibr – Free Job Community PlatformDelhi, IN Location : 10 Positions with 10 Locations.Olibr started as a hiring tool.India to help grow this community in their cities and states.
Your Role as a Regional Growth Partner.Lead growth for Olibr in ...Show moreLast updated: 5 days ago
- Promoted
Fund Accounting Manager
Selections HR Services Private LimitedDelhi, IN Oversee daily and periodic NAV calculations for assigned funds.Review and ensure timely preparation of financial statements in accordance with IFRS, US GAAP, or other applicable standards.Manage ac...Show moreLast updated: 18 days ago
- Promoted
Manager- Revenue, Sales & Assets Reporting
ConfidentialGurgaon / Gurugram, India Application Deadline : 30 September 2025.Manager - Revenue, Sales & Assets Reporting.We're proud to have been helping our clients build better financial futures for over 50 years.How have we achieve...Show moreLast updated: 8 days ago
- Promoted
Relationship Manager - Wealth
ConfidentialDelhi Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management.
Address HNI clients for investment requir...Show moreLast updated: 30+ days ago
- Promoted
Senior Manager - Business Development - Personal Loans - Digital Lending
DMI Finance Private LimitedDelhi, India, India This position is responsible to assist the BD Product head to drive end to end process of partner onboarding & prepare necessary documentation, reporting and MIS.
Close long term partnership agreeme...Show moreLast updated: 7 days ago
- Promoted
Wealth Manager
Stack Wealthnoida, delhi, in Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent.
We believe the private wealth experience shouldn't be limited to a ...Show moreLast updated: 19 days ago
- Promoted
Consulting Manager – Digital Adoption Platform (DAP) Strategy & Leadership
ISG (Information Services Group)Delhi, IN Leading Global Technology Research & Advisory Firm | ISG (isg-one.Wanted : dynamic and creative individuals ready to connect with a like-minded team.
You’ll enjoy all the autonomy you need to help ou...Show moreLast updated: 4 days ago
- Promoted
Property Accounting Manager
WiproDelhi, IN Designation : Manager / Senior Manager-Property Accounting.US Property Accounting Experience - ideally commercial.Review or preparer of CAM recs.
Experience writing and reviewing budget to actual varia...Show moreLast updated: 7 days ago
- Promoted
Wealth Manager - ONLY FEMALES
Talent Corner HR Services Pvt LtdDwarka, Delhi, India Role : Financial Planner / Wealth Manager.This is a full-time, on-site role based in Dwarka.As a Financial Planner, you will be responsible for providing personalized financial planning services to cl...Show moreLast updated: 16 days ago
- Promoted
Wealth Management Intern
Zetheta Algorithms Private LimitedGhaziabad, IN ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.
We are seeking a talented and motivated student intern for Portfolio Ma...Show moreLast updated: 5 days ago
People Engagement Manager
Metyis AGGurgaon, HR, IN Metyis is growing! We are looking for a People Engagement Manager with 5 - 7 years of relevant experience for a full-time position to join our Global People Function team in Gurgaon.The next step o...Show moreLast updated: 30+ days ago
- Promoted
Manager Total Rewards
FMCGDelhi, IN Compensation Strategy & Design : -.Develop, implement, and manage compensation structures (fixed, variable, incentives, retention plans) aligned with business objectives and market competitiveness.Co...Show moreLast updated: 25 days ago
- Promoted
Relationship Manager
Kotak Mutual FundRohtak, Haryana, India Managing the entire Retail and Banking distribution channel for Rohtak.Engaging with Corporate clients and manage corporate distribution / sales.
Manage direct selling so as to mobilize revenue growt...Show moreLast updated: 7 days ago
- Promoted
Wealth Manager
MNR Solutions Pvt. Ltd.Dwarka, Delhi, India Existing Client Relationship Management.Manage and review existing client investment portfolios.Conduct portfolio analysis and make necessary adjustments.
Drive additional business from existing cli...Show moreLast updated: 7 days ago
- Promoted
Wealth Manager
ConfidentialGurgaon / Gurugram, Delhi, Delhi NCR The ideal candidate will focus on.Assets Under Management (AUM) and overall revenue.Upgrade and move clients to other segments.
Asset Management, Wealth Management, Revenue Generation, Customer Acqu...Show moreLast updated: 30+ days ago
Head - Wealth Management
Findoc Investmart Private LtdGurgaon, HR, inQuick Apply
- Promoted
Area General Manager
LivspaceRohtak, Haryana, India Overview The Area General Manager (AGM) will be responsible for driving franchise partner acquisition and onboarding across Livspace’s multiple franchise categories – Kitchens, Casanatro (premium k...Show moreLast updated: 17 days ago
- Promoted
Multi Vacancy In Sales and Operations
Finseich Technology Private LimitedRewari, Haryana, India Schools, Hospitals, and Warehouses.Cr successfully closed in high-value transactions, .Finseich has emerged as a trusted partner for institutions across North India.
We provide end-to-end financial...Show moreLast updated: 3 days ago
- Promoted
Wealth Relationship Manager
ConfidentialGurgaon / Gurugram Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships.Use financial acumen and ...Show moreLast updated: 30+ days ago