Wealth Manager jobs in Karnal District

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 (B2 C Sales)Client: Bajaj CapitalLocation: GurgaonExperience: 1-4 yrsQualification: Any graduateCTC: Up to 6 LPANotice: 15-20 daysWork: 5 days/week + alternate SaturdaysRole Highlights:• B2 C sales – Investments & Insurance• Strong communication skills required• Candidates with India market exposure preferred• Open to candidates from any industry...

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...

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...

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...

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...

Job Profile: Relationship Manager – High Net-Worth ClientsWe 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...

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...

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,...

Role Description:- The role is responsible for the business and functional solution design, technical analysis of FNZ’s platform capabilities, business processes analysis and end to end testing (including supporting client UAT). They will work both independently and within a client aligned team to examine existing IT systems and business models, analyse requirements (both business and technical)...

Job Title: Associate - Sales Location: Gurugram Role Overview The Associate – Sales (Luxury & Commercial Sales) will be a key leader driving business development, investor engagement, and deal closures for this platform. The role demands a strong network within the HNI, wealth management, and family office ecosystem, coupled with proven expertise in luxury and commercial real estate...

Job Description – Chat Support Executive (Investment Banking | BFSI) Process: Chat Support (Non-Voice) Domain: BFSI / Investment Banking Location: Gurugram Experience: Minimum 6 months (Mandatory) Role Overview We are hiring Chat Support Executives for an Investment Banking / BFSI process (Trade Republic). The role involves handling customer queries via chat related to investment and...

Hiring: Analyst Tester (Manual Testing) | Financial Services / Wealth Platform We are looking for an Analyst Tester to support business and functional solution design, platform analysis, and end-to-end testing for our client’s financial services platform. Key Responsibilities: - Analyze business and technical requirements and translate them into user stories and solution designs - Perform...

Company DescriptionAbhishek 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 every...

Kode Kloud is a fast-growing Ed Tech Saa S company dedicated to transforming the way businesses and individuals upskill their teams and themselves in Dev Ops, 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. Kode Kloud’s mission to revolutionize Dev...

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...

Key Responsibilities - Support in translating business needs - particularly within financial services domains such as marketing, risk, compliance and customer lifecycle management into well-defined machine learning problem statements and solution workflows. - Solve business problems using analytics and machine learning techniques: Conduct exploratory data analysis, feature engineering, and model...

Our Client: The client is a technology-enabled financial services firm operating in the wealth and investment advisory space. The organisation focuses on research-led advisory solutions for affluent clients, offering a diversified range of investment products while maintaining strong governance and compliance standards. Title: RM Team Lead Location: Gurgaon Education: Graduate Experience: 6 -...