Global Wealth Manager

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 :

6–15 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.

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.