Company Description InCred Wealth is a modern age wealth management company that provides world-class investment services and solutions to UHNI & HNI clients globally. Their investment product suite is backed by in-depth research, technology, and a dedicated team. Services include investment solutions and portfolio management. Role Description This is a full-time on-site role for a Private Wealth Manager located in New Delhi. The Private Wealth Manager will be responsible for financial planning and investment management for high net worth individuals. Qualifications Financial Planning and Investment Management skills Strong background in Sales Excellent analytical and problem-solving skills Ability to work collaboratively in a team setting Knowledge of mutual fund, PMS, AIF, Bonds and alternate products minimum 10 years relevant work experience in the same field Experience in handling high net worth clients and managing AUM presently Interested candidates pls send your Resume at Pankaj.garg@incredwealth.com or call me at 9811857800. Regards, Pankaj Garg Show more Show less
Company Description InCred Wealth is a modern and agile wealth management company dedicated to providing world-class investment services and solutions to Indians globally. We cater to UHNI & HNI clients with a comprehensive investment product suite backed by in-depth research, advanced technology, and delivered by a skilled and committed team. Our offerings include investment solutions across equity, fixed income, and alternatives, a sophisticated technology platform for portfolio monitoring, investment banking solutions through InCred Capital, and estate planning services. InCred Wealth & Investment Services Private Limited is an AMFI registered mutual fund distributor, with some services offered through group companies. Role Description This is a full-time on-site role for a Wealth Manager, based in Ahmedabad. The Wealth Manager will be responsible for providing financial planning, investment management, and advisory services to clients. Day-to-day tasks include developing and managing client portfolios, conducting financial analysis, preparing investment strategies, and providing guidance on financial products such as insurance. The Wealth Manager will also engage in client meetings and ensure the delivery of personalized investment services. Qualifications Skills in Financial Planning and Finance Expertise in Investment Management and Investments Knowledge of Insurance products Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work effectively on-site and collaborate with the team Relevant certifications such as CFP, CFA are an advantage Bachelor's degree in Finance, Economics, Business, or related field Show more Show less
InCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA. The company is part of the InCred Group, which has growing businesses across Retail lending, Wealth Management, Asset Management, Investment Banking and Institutional Equities Research & Broking and Wholesale Debt Market. We are looking for a HR recruiter who will have the following responsibilities: > Responsible for entire Recruitment Lifecycle in Private Banking; from sourcing to on-boarding within TAT > Work optimally with various sourcing channels: Job-boards, consultants etc for closure of all open positions > Assist the Business HR partner in HR related activities > Work closely with hiring managers and respective stakeholders to close open positions at the earliest >Follow up with the respective candidates in terms offers, joining dates and others. Ideal candidate: Source and recruit candidates using various job portals Excellent communication and interpersonal skills Experience of working in the Private Banking is an added advantage
As a HR recruiter at InCred Wealth, you will play a crucial role in the recruitment process for Private Banking. Your primary responsibility will include managing the entire Recruitment Lifecycle, from sourcing suitable candidates to facilitating their smooth on-boarding within the specified Turnaround Time (TAT). To excel in this role, you will need to collaborate effectively with a range of sourcing channels, including Job-boards and consultants, to ensure the prompt closure of all open positions. Additionally, you will work in tandem with the Business HR partner to support various HR-related activities and initiatives. Close coordination with hiring managers and other relevant stakeholders will be essential to expedite the recruitment process and fill open positions expeditiously. You will also be responsible for following up with potential candidates regarding offers, joining dates, and other pertinent details. The ideal candidate for this position should possess a proven track record of effectively sourcing and recruiting candidates through diverse job portals. Strong communication and interpersonal skills are imperative for successful interaction with candidates and internal stakeholders. Previous experience in the Private Banking sector would be considered a valuable asset for this role.,
Company Description InCred Wealth is a modern agile wealth management company focused on delivering world-class investment services and solutions to Indians globally. We cater to UHNI & HNI clients with an end-to-end investment product suite backed by in-depth research and advanced technology, delivered by a highly experienced and committed team. Our offerings include investment solutions across equity, fixed income, and alternatives, as well as sophisticated portfolio monitoring technology. Additionally, we provide estate planning services and investment banking solutions through InCred Capital. InCred Wealth & Investment Services Private Limited is an AMFI registered mutual fund distributor, with some services offered through group companies. Role Description This is a full-time, on-site role for a Private Wealth Manager located in New Delhi. The Private Wealth Manager will be responsible for developing and implementing personalized financial investment strategies for UHNI & HNI clients. Daily tasks will involve managing and growing client portfolios, conducting comprehensive financial planning and estate planning, and staying informed on market trends to provide informed investment advice. The role demands regular client interactions to understand their financial goals and provide tailored solutions. Qualifications Skills in Financial Planning and Estate Planning Excellent client relationship management and communication skills Ability to analyze market trends and develop strategic investment solutions Bachelor's or Master's degree in Finance, Economics, Business, or related field Min experience of 10 years in wealth management or related financial services is preferred Already managing the client's portfolio in various financial products
About InCred InCred is the brainchild of Bhupinder Singh, established in 2016 with a vision to provide credit solutions for Incredible India. Leveraging technology and data-science, InCred aims to streamline the lending process, making it quick, simple, and hassle-free. The company challenges the conventional lending practices that often exclude individuals in need due to outdated and rigid processes. At InCred, we prioritize understanding and addressing the unique needs and circumstances of our borrowers, ensuring a superior borrowing experience for our customers. Since its inception, InCred has secured over $250 Million in funding from prominent investors like FMO, Moore Capital, Elevar, Alpha Capital, and has disbursed loans exceeding $1 Billion to individuals, institutions, and small to medium businesses. InCred's Vision Our vision is to establish a reliable, transparent, and high-integrity financial institution that contributes positively to the socio-economic well-being of lower-middle-class to middle-class Indian households while safeguarding the interests of all stakeholders. Job Description Join our team with 2-4 years of experience and contribute to an agile environment focused on parallel automation and development. Your responsibilities will include developing test scenarios and test data to ensure thorough test coverage, demonstrating ownership to strive for zero defects in production, actively engaging in testing procedure walkthroughs for effective collaboration, and generating detailed reports on software testing outcomes. Excellent verbal and written communication skills are essential, as you will collaborate with technical teams and product groups to review requirements. Your tasks will involve conducting testing for mobile, web, and API applications, utilizing automation tools like Selenium, TestNG, Postman API Automation, and Appium (knowledge of API automation testing is advantageous). We value proactive individuals eager to learn and adapt to new technologies and methodologies, exhibiting a strong work ethic characterized by dedication, hard work, and exceptional problem-solving skills. (ref:hirist.tech),
Company Description InCred Wealth is one of India’s fastest-growing wealth management firms, managing over INR 38,000 Cr of Assets Under Management for 5,000+ HNI & UHNI clients across 200+ cities in India and 40+ countries. Our platform combines the breadth of an open-architecture product suite with the depth of in-house research and structuring expertise. We offer: Access to leading equity, debt, alternate, and dollar-denominated products. Proprietary fixed income & equity capabilities. Innovative debt opportunities curated through our network. A unique engagement platform providing clients simultaneous access to boutique and mainstream money managers at negotiated fee structures. At InCred Wealth, we empower professionals with the tools, network, and support needed to deliver world-class wealth management solutions. Role: Wealth Acquisition Manager Location: Chennai (On-site, Full-Time) We are seeking a highly motivated Wealth Acquisition Manager to join our growing team in Chennai. This role is ideal for a dynamic individual passionate about wealth management, client acquisition, and building long-term relationships with high-net-worth individuals. Key Responsibilities Identify, acquire, and onboard HNI & UHNI clients through proactive networking, referrals, and market engagement. Understand client needs and design tailored investment strategies leveraging InCred’s open-architecture platform. Deliver comprehensive wealth solutions across asset classes, including equity, debt, alternates, and structured products. Maintain and grow client relationships by providing ongoing portfolio reviews, market insights, and advisory support. Stay updated with financial markets, regulatory changes, and investment trends to provide clients with cutting-edge advice. Collaborate with internal specialists (research, product, structuring teams) to deliver differentiated client experiences. Qualifications & Skills Proven track record in acquiring and managing high-net-worth clients (experience in private banking, wealth management, or investment advisory preferred). Strong business development skills with a deep understanding of financial products and asset classes. Excellent communication, interpersonal, and relationship management skills. Entrepreneurial mindset with the ability to work independently and drive results. Relevant certifications in Finance and Investments will be an added advantage.