Wealth Management Trainee | Mutual Funds | Finance (Fresher)Chandigarh — On-Site OnlySalary: ₹20,000 – ₹25,000 per month (Negotiable)Kickstart your career in Mutual Funds & Wealth Management with DR. Shares & Stock Brokers. This role is ideal for freshers with basic finance knowledge, good English communication, and a strong interest in investments. Complete training will be provided to...
Job OverviewWe are looking for a high-impact Product Manager with a deep understanding of the Indian wealth management landscape. You will be responsible for two critical pillars: designing a world-class Product Basket (Mutual Funds, PMS, AIF, Bonds) and leading our Investor Awareness (IAP) and Investor Education (IEP) initiatives through strategic corporate partnerships. You will bridge the gap...
About CIBC India:CIBC India is a technology and operations hub in Hyderabad, where you’ll be part of our highly engaged and global team, and play a central role in supporting our growth. Whether you’re driving innovation in digital banking or streamlining client onboarding, you’ll be part of a culture recognized for excellence and investment in people. At CIBC India, people and progress are at...
Role OverviewWealth Manager - Fixed Income, the role is focused on acquiring new clients in Mumbai, closing investment business, and ensuring a smooth onboarding handoff to operations/advisory teams. The ideal candidate has 3+ years in financial sales/wealth/investments with a strong local client network and end-to-end sales capability from prospecting to closure.Key responsibilitiesNew client...
Hiring | Outbound Callers – Wealth Management (B2C Sales)Client: Bajaj CapitalLocation: GurgaonExperience: 1-4 yrsQualification: Any graduateCTC: Up to 6 LPANotice: 15-20 daysWork: 5 days/week + alternate SaturdaysRole Highlights:• B2C sales – Investments & Insurance• Strong communication skills required• Candidates with India market exposure preferred• Open to candidates from any industry...
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 solutions, and driving investments into our insurance products. This role demands strong financial acumen, excellent interpersonal skills, and a deep understanding of wealth management products.Key...
Responsibilities:- Develop a deep understanding of the 1 Finance philosophy, advisory approach, and suite of services to effectively align client needs with customized financial solutions- Conduct comprehensive assessments of client profiles to design personalized financial plans based on individual goals, risk appetite, and overall financial position- Monitor the execution and progress of...
Designation- Manager/ Sr Manager- Wealth ManagementJob Profile:Develop and provide solutions to the client’s basis their requirementsConduct timely and regular follow-up with the leads and tag them on broadcasts and news articlesIncrease client base by meeting new clients, taking reference from the existing investors and thereby building AUMInitiate portfolio review of the existing investors in a...
Project Description:We are seeking a highly experienced Senior Delivery Manager to support a rapidly growing banking account by overseeing staffing and managing a large-scale capabilities project. The ideal candidate will be proactive, adaptable, and possess a broad skill set, including exceptional communication skills for engaging with senior stakeholders. Experience in Avaloq and/or Wealth...
Role SummaryWe are looking for a driven Relationship Manager who will work as an individual contributor to acquire direct clients and build a strong network of Business Associates (BAs) / DSAs for Stock Broking and allied wealth products. The role demands strong on-field sales capability, relationship-building skills, and consistent achievement of individual and channel-based targets.Key...
Hiring Alert: Wealth Manager at ArihantPlusArihantPlus is the digital broking arm of Arihant Capital Markets Limited, and we’re on a mission to make investing and trading smarter, more accessible, and truly level for every kind of investor. We’re building a platform that empowers beginners, supports seasoned traders, and inspires everyone in between.To achieve this, we’re looking for bold...
Vyn (pronounced “win”) is a new-age fintech venture building a world-class platform for international wealth investing. We are backed by a seed capital of $4M and led by two co-founders — Adesh Tyagi, a US-based serial entrepreneur and Rakesh Bhunatar, a fintech entrepreneur — bringing deep global and financial expertise to the table. We are a part of $1B US technology group, a headquartered in...
Job Description -- As the Wealth Manager, you will be responsible for gaining a deep understanding of the clients' financial objectives & requirements and creating strategic recommendations w.r.t 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....
CFP or NISM XA and XB preferredLocation: Gurgaon HybridOrganisation: Moneyvesta Capital Services Private LimitedEmployment Type: Full TimeAbout the Role 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...
About the CompanyWho are we? Our Vision: To be the trusted one stop “strategy to execution” global banking transformation and digital innovation advisor for designing pragmatic business maximization solutions, building future of banking ready capabilities and delivering the best business value realization, user adoption and faster go-to-market transformation programs for our banking and financial...
About Yubi MarketYubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise enabling...
Analyst – Wealth Management | Kolkata, IndiaLocation: Kolkata, IndiaType: Full-timeExperience: 0–2 yearsIndustry: Financial Services / Wealth ManagementAbout UsWe’re a boutique wealth management firm built on trust, integrity, and long-term relationships. Based in Kolkata, we work closely with our clients to help them navigate the world of investments with clarity and confidence.Who We're Looking...
Job Title: Wealth ManagerLocation: Andheri & Thane, MumbaiMode: On-siteCandidate must be NISM Equity & Derivatives certified.Role and Responsibilities:Responsible for sourcing new clients and developing strong relationships with existing clients to service them for their Equity, Debt & Derivative product portfolios.Cross-selling investment products like Mutual Funds, Insurance, PMS, AIF, NCDs,...
About CIBC India:CIBC India is a technology and operations hub in Hyderabad, where you’ll be part of our highly engaged and global team, and play a central role in supporting our growth. Whether you’re driving innovation in digital banking or streamlining client onboarding, you’ll be part of a culture recognized for excellence and investment in people. At CIBC India, people and progress are at...
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 solutions, and driving investments into our insurance products. This role demands strong financial acumen, excellent interpersonal skills, and a deep understanding of wealth management products.Key...