Wealth Management Jobs in Delhi
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Unique Wealth Strategies-Delhi
into portfolio management for a US based Insurance and Wealth Management company.
Visit our Website: www.uniquewealthstrategies.com
Job responsibilities will include:
Key Responsibilities:
1. Client Coordination & Relationship Management:
Serve as the primary...
Unique Wealth Strategies-Delhi
into portfolio management for a US based Insurance and Wealth Management company. Visit our Website: www.uniquewealthstrategies.com Job responsibilities will include: Key Responsibilities: 1. Client Coordination & Relationship Management: Serve as the primary...
MProfit-Delhi
Business Development Manager (Pan-India)
Location : Remote
Company Overview : MProfit is a rapidly growing wealth-tech company reshaping how Indians view and track their wealth.
Backed by Rainmatter (by Zerodha) and other distinguished investors...
MProfit-Delhi
Business Development Manager (Pan-India) Location : Remote Company Overview : MProfit is a rapidly growing wealth-tech company reshaping how Indians view and track their wealth. Backed by Rainmatter (by Zerodha) and other distinguished investors...
Dezerv-Delhi
Dezerv is a house of investing solutions for high net worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led and founded successful wealth management businesses and managed over USD...
Abakkus Asset Manager Private Limited-Delhi
meetings, presentations, and portfolio reviews with IFAs and their clients.
Relationship Management : Build and maintain strong relationships with IFAs, wealth managers, and distribution partners.
Provide timely support and product insights to ensure client...
Abakkus Asset Manager Private Limited-Delhi
products.
• Conduct client meetings, presentations, and portfolio reviews with IFAs and their clients.
1. Relationship Management:
• Build and maintain strong relationships with IFAs, wealth managers, and distribution partners.
• Provide timely support...
Dezerv-Delhi
Dezerv is a house of investing solutions for high net worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led and founded successful wealth management businesses and managed over USD...
Unique Wealth Strategies-Delhi
Insurance Coordinator
This is an Insurance advisory role which typically involves providing expert advice and guidance on insurance products and related investments. The role involves reviewing proposals, managing and processing insurance claims...
1Fi-Delhi
execution. Qualifications: Minimum 5 years of experience in highly accomplished technical roles Preference of working in Wealth Management, Lending or other Fintech domains Good domain knowledge of investment platforms, mutual funds, lending, and financial...
Dezerv-Delhi
Dezerv is a house of investing solutions for high net worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led and founded successful wealth management businesses and managed over USD...
Aidentifi-Delhi
Opportunity to build market leading consumer and wellness business from ground up
• Wealth creation opportunity through equity participation
• Wide responsibility role including strategy building and owning operations
A consortium of accredited...
Abakkus Asset Manager Private Limited-Delhi
meetings, presentations, and portfolio reviews with IFAs and their clients.
Relationship Management : Build and maintain strong relationships with IFAs, wealth managers, and distribution partners.
Provide timely support and product insights to ensure client...
Luxoft-Delhi
and leadership working with vendors and internal teams
Ability to manage a diverse and challenging stakeholder community
Nice to have
Experience in the financial services sector; especially wealth management.
Excellent oral and written communication skills...
Talent Socio-Delhi
JOB DESCRIPTION Based in New Delhi the person will join two other colleagues in our Wealth Advisory business and will be involved in researching the investment products building and monitoring customized portfolios for the clients...
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