Wealth Manager jobs in Gurgaon District

About the Company ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools. About the Role We are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and...

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....

We aim to simplify finance and help users make informed decisions with clarity and confidence. Our content not only helps investors but is also pivotal to driving business growth. We seek a seasoned resource specialising in personal finance content. This role requires an expert in crafting insightful, research-driven content. Role & Responsibilities: 1. Content Development: Understand the...

Hiring | Outbound Callers – Wealth Management (B2C Sales) Client: Bajaj Capital Location: Gurgaon Experience: 1-4 yrs Qualification: Any graduate CTC: Up to 6 LPA Notice: 15-20 days Work: 5 days/week + alternate Saturdays Role Highlights: • B2C sales – Investments & Insurance • Strong communication skills required • Candidates with India market exposure preferred • Open to candidates...

CFP or NISM XA and XB preferred Location: Gurgaon Hybrid Organisation: Moneyvesta Capital Services Private Limited Employment Type: Full Time About 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...

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose - the relentless pursuit of a world that works better for people - we serve and transform leading enterprises,...

Team Leader- Wealth Management Location- DLF Galaxy Towers, Gurugram Key skills and knowledge: - Excellent verbal and written communication skills - Experience: Minimum 2 3 years of experience as a Team Lead in a financial services BPO or contact center, ideally supporting capital markets or brokerage operations - Proven ability to explain complex financial scenarios simply and a demonstrably...

Hiring: Advisors / Investment Analysts – Wealth Management We are hiring Advisors / Investment Analysts for a technology-enabled financial services firm operating in the wealth and investment advisory space. The firm follows a research-led advisory model and works closely with affluent clients, supported by strong governance and compliance standards. This role works in close partnership with...

Job Title: Enterprise Risk Manager (ERM) Location: Mumbai Experience Required: 10–14 Years Industry Preference: Broking / Capital Markets / Financial Services About the Role Paytm Money is looking for an experienced Enterprise Risk Manager to strengthen its risk governance framework across all business lines, particularly Equity, F&O, MF, and Wealth products. The role involves driving a...

The ideal candidate will have a wealth of experience tackling various hardware and software problems. They should be comfortable providing technology solutions to employees and working closely with third party software companies to adopt new technologies and efficiently use existing ones. This candidate should have prior experience working with information technology and understand the latest...

Job Profile: Relationship Manager – High Net-Worth Clients We are seeking a polished and proactive Relationship Manager with prior experience in handling high net-worth individuals (HNIs), preferably from banking, wealth management, hospitality, aviation, or premium customer service backgrounds. The ideal candidate will possess exceptional verbal and written communication skills, a client-first...

As a Fund Manager, you will be responsible for managing investment portfolios, analyzing market trends, and making informed investment decisions. Your role is crucial in driving the performance of the funds under your management, and you will play a key part in maintaining and enhancing client relationships. The ideal candidate has a strong analytical mindset, a deep passion for investing, and is...

Assistant/Associate Manager Treasury TBO is a global platform that aims to simplify all buying and selling travel needs of travel partners across the world. The proprietary technology platform aims to simplify the demands of the complex world of global travel by seamlessly connecting the highly distributed travel buyers and travel suppliers at scale. The TBO journey began in 2006 with a simple...

Key Responsibilities - Engage with clients to understand their business objectives and challenges, providing data-driven recommendations and AI/ML solutions that enhance decision-making and deliver tangible value. - Translate business needs - particularly within financial services domains such as marketing, risk, compliance and customer lifecycle management into well-defined machine learning...

About the Company: Our client is an advanced AI research and product company focused on building intelligent systems that combine deep reasoning, natural language understanding, and adaptive learning. Its mission is to develop technologies that can seamlessly assist individuals and enterprises in decision-making, creativity, and automation. The company operates at the intersection of machine...

Company Description Abhishek Bansal Distribution Pvt. Ltd. specializes in offering personalized financial planning services to help clients achieve their financial goals. From retirement planning to wealth creation and debt management, the company provides expert guidance to support financial success. Our team is committed to providing tailored financial solutions to meet the unique needs of...

Project Description: We are seeking an experienced Avaloq Developer with deep expertise in Treasury, Foreign Exchange (FX), and Money Market products. The successful candidate will play a key role in designing, developing, and maintaining Avaloq Core Banking solutions, ensuring seamless integration and functionality of treasury operations. This role requires strong Avaloq development experience,...

KodeKloud is a fast-growing EdTech SaaS company dedicated to transforming the way businesses and individuals upskill their teams and themselves in DevOps, Cloud Computing and IT by offering hands-on, practical learning experiences. Trusted by over 1 million users worldwide and rated #4 on the Straits Times’ list of fastest growing companies in 2024. KodeKloud’s mission to revolutionize DevOps...

We aim to simplify finance and help users make informed decisions with clarity and confidence. Our content not only helps investors but is also pivotal to driving business growth. We seek a seasoned resource specialising in personal finance content. This role requires an expert in crafting insightful, research-driven content.Role & Responsibilities:1. Content Development: Understand the company’s...

Client: A buddingwealth and investment advisory. Your opportunity to be part of the founding team and propel your journey to growth. Title: PMS Manager Location: Gurgaon Education: MBA/PGDM in Finance; CFA or CA preferred Experience: 5–7 years in PMS management About the Role: We are a newly launched wealth and asset management firm focused on delivering investment solutions for the affluent...