Wealth Manager
ConfidentialGurugram, Gurgaon / Gurugram, India8 days ago
Job description2 to 7 years of relevant experience in wealth management, investment advisory, mutual fund distribution, or financial product sales. Strong understanding of wealth / investment products and the ability to pitch complex solutions. Proven track record of working with HNI / UHNI clients and exposure to distributor / IFA engagement . Excellent communication and relationship-building skills. Strong phone and in-person presence; ability to manage multiple clients and leads simultaneously. Self-driven, result-oriented, and comfortable working in a fast-paced fintech / startup environment. Bachelors degree in Finance, Commerce, Economics, or related field (MBA is a plus). Certifications such as NISM, CFP, or CFA (preferred but not mandatory). Prior experience in fintech, wealth tech, or alternative investments will be an advantage.
Key Responsibilities
- Acquire and manage a portfolio of HNIs / UHNIs, Retail Affluent, and Corporate clients .
- Prospect and onboard investment distributors / IFAs to expand product reach.
- Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, fixed income, etc.).
- Conduct regular portfolio reviews, client meetings, webinars, and investor events.
- Run end-to-end investment sales cycle : lead generation, pitching, documentation, closure, and post-investment servicing.
- Coordinate with internal teams (product, operations, compliance) for smooth execution.
- Use digital / social media and other channels to educate clients and build trust.
- Achieve sales and revenue targets (AUM growth, number of clients onboarded, distributor partnerships).
What We're Looking For
Preferred Qualifications
Skills Required
Investment Advisory, Wealth Management, investment products
Create a job alert for this search
Wealth Manager • Gurugram, Gurgaon / Gurugram, India
Related jobs
- Promoted
Wealth Manager
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: 3 days ago
- Promoted
Wealth Manager | Private Banker | Pan India
MetaMorphDelhi, India, India Senior Wealth Managers | Locations – Mumbai, Delhi, Kolkata, Bangalore, Hyderabad, Chennai, Pune.We’re expanding our Wealth Management team and looking for seasoned.
Private Bankers / Senior Wealth ...Show moreLast updated: 15 days ago
- Promoted
Merits Capital - Senior Wealth Manager
Merits Capital Market ServicesDelhi NCR, India Key Responsibilities : - Leverage your existing client base to generate new sales opportunities and expand business relationships.
Develop and implement strategies to achieve sal...Show moreLast updated: 30+ days ago
- Promoted
Wealth Management Manager
Maple Capital AdvisorsNew Delhi, Delhi, India The role involves building and managing long-term relationships with.The ideal candidate will have prior.Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth management.We operate i...Show moreLast updated: 2 days ago
- Promoted
Wealth Manager
Nuvama WealthDelhi, India Wealth Manager | Partner Business.We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products.Estab...Show moreLast updated: 25 days ago
- Promoted
Wealth Management Leader
Enrich MoneyDelhi, Republic Of India, IN Enrich Money is a forward-thinking.Branch Manager – Business Development.L1 – Virtual | L2 – Face-to-Face.Monday to Saturday (1st Saturday off).
Immediate to 15 days preferred.Candidates without pri...Show moreLast updated: 1 day ago
- Promoted
Wealth Manager
KG Engineering & ConsultancyDelhi, India Role Designation : Sr RM / RM Investment Products.Department : Investment Products.Function : Sales / Wealth Management.The role would require to cater to investment needs of mass affluent clients.To meet...Show moreLast updated: 16 days ago
- Promoted
Manager – Wealth
ConfidentialDelhi We are seeking a dynamic and results-driven Relationship Manager to manage high-value client relationships and offer personalized life insurance solutions to HNIs and affluent customers.The role in...Show moreLast updated: 8 days ago
- Promoted
Wealth Manager (Hiring for Motilal Oswal Wealth Management )
KG Engineering & ConsultancyDelhi, India Motilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division of Motilal Oswal Financial Services (MOFSL)a well-diversi...Show moreLast updated: 3 days ago
- Promoted
Senior Wealth Manager
ConfidentialGurugram, Gurgaon / Gurugram, India Moneypalm Wealth Private Limited!.A sister concern of Moneypalm Brokers Private Limited, Moneypalm Wealth Private Limited has been a stalwart in the wealth management industry since 2012.We have ea...Show moreLast updated: 8 days ago
- Promoted
Relationship Manager - Wealth Manager
ConfidentialDelhi, India Designation : Relationship Manager - Wealth Manager.Acquire new clients through networking, referrals, and proactive outreach strategies.
Strengthen and expand existing client relationships by delive...Show moreLast updated: 8 days ago
- Promoted
Wealth Manager
TIGI HRDelhi, India Up to ₹15 LPA (negotiable for the right candidate) About the Role : We are looking for an experienced.The ideal candidate will have a strong background in wealth management or a similar financial ad...Show moreLast updated: 23 days ago
- Promoted
Wealth Manager - Coimbatore
upGrad RekrutDelhi, India Assets Under Management (AUM) by managing client portfolios, developing sales strategies, and ensuring client satisfaction.
Key duties include providing financial advisory services for high-net-wort...Show moreLast updated: 25 days ago
- Promoted
Global Wealth Manager
ConfidentialGurugram, Gurgaon / Gurugram, India India based on this understanding.You will do so by building a strong relationship with our clients.You will be supported by Service RMs, who will help you with pre and post investment processes.Ov...Show moreLast updated: 8 days ago
- Promoted
Wealth Manager (b2b sales)
InCred Value Plus Pvt. Ltd.Delhi, India Relationship Manager Location : .Company Overview InCred Value Plus is the most recent venture from the InCred Group, established to redefine the landscape of financial services.With a focus on provi...Show moreLast updated: 1 day ago
- Promoted
Wealth Manager
MetaMorphDelhi, India Customer Acquisition Minimum of 1 Cr.Cr and above investable surplus.Financial Planning (FP) and Portfolio Services.Execution of transactions post FP and on periodical basis.Manage Private Wealth, ...Show moreLast updated: 17 days ago
- Promoted
- New!
Wealth Manager
ConfidentialGurugram, Gurgaon / Gurugram Establish and maintain long-term, trust-based relationships with HNI and UHNI clients.Understand client requirements and provide strategic advice across a wide spectrum of financial products, inclu...Show moreLast updated: 3 hours ago
- Promoted
Wealth Manager
Star Union Dai-ichi Life Insurance Company LimitedDelhi, India Job Summary : The incumbent of this role will be responsible for managing relationships with High Net Worth (HNI), Ultra High Net Worth (UHNI), and Retail customers, offering tailored financial solu...Show moreLast updated: 30+ days ago