About Us We are a leading stock broking and wealth management firm offering a full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India. Role Overview We are looking for a dynamic and result-oriented Wealth Manager with 5–7 years of experience in the financial services industry. The ideal candidate should have a proven track record of managing HNI/UHNI clients, a healthy AUM, and the ability to attract and retain high-quality clients through strong relationship management and advisory capabilities. PRIOR EXPERIENCE IS MANDATORY Key Responsibilities Acquire, manage, and grow a portfolio of HNI/UHNI clients Provide personalized investment advice across asset classes including equities, mutual funds, PMS, AIFs, insurance, bonds, and other financial instruments Leverage your existing client relationships and network to onboard new clients Track client portfolios and deliver consistent performance reviews and reporting Collaborate with in-house research and advisory teams to deliver insights and strategies Maintain high standards of ethics and professionalism Ideal Candidate Profile 5–7 years of relevant experience in wealth management or private banking Proven track record of managing and growing a significant AUM Strong client acquisition and relationship management skills Sound understanding of capital markets, financial products, taxation, and compliance Excellent communication, presentation, and interpersonal skills Ability to operate independently and in a high-performance team culture Certifications such as NISM, CFP, or CFA (preferred but not mandatory) What We Offer Attractive performance-based incentives and revenue sharing Access to best-in-class research and advisory support Modern, tech-driven platform for seamless client servicing Wide basket of products and services to offer clients Flexible work environment
About Us We are a leading stock broking and wealth management firm offering a full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India. Role Overview We are looking for a dynamic and result-oriented Wealth Manager with 5–7 years of experience in the financial services industry. The ideal candidate should have a proven track record of managing HNI/UHNI clients, a healthy AUM, and the ability to attract and retain high-quality clients through strong relationship management and advisory capabilities. PRIOR EXPERIENCE IS MANDATORY Key Responsibilities Acquire, manage, and grow a portfolio of HNI/UHNI clients Provide personalized investment advice across asset classes including equities, mutual funds, PMS, AIFs, insurance, bonds, and other financial instruments Leverage your existing client relationships and network to onboard new clients Track client portfolios and deliver consistent performance reviews and reporting Collaborate with in-house research and advisory teams to deliver insights and strategies Maintain high standards of ethics and professionalism Ideal Candidate Profile 5–7 years of relevant experience in wealth management or private banking Proven track record of managing and growing a significant AUM Strong client acquisition and relationship management skills Sound understanding of capital markets, financial products, taxation, and compliance Excellent communication, presentation, and interpersonal skills Ability to operate independently and in a high-performance team culture Certifications such as NISM, CFP, or CFA (preferred but not mandatory) What We Offer Attractive performance-based incentives and revenue sharing Access to best-in-class research and advisory support Modern, tech-driven platform for seamless client servicing Wide basket of products and services to offer clients Flexible work environment
About Us We are a leading stock broking and wealth management firm offering a full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India. Role Overview We are looking for a dynamic and result-oriented Wealth Manager with 5–7 years of experience in the financial services industry. The ideal candidate should have a proven track record of managing HNI/UHNI clients, a healthy AUM, and the ability to attract and retain high-quality clients through strong relationship management and advisory capabilities. PRIOR EXPERIENCE IS MANDATORY Key Responsibilities Acquire, manage, and grow a portfolio of HNI/UHNI clients Provide personalized investment advice across asset classes including equities, mutual funds, PMS, AIFs, insurance, bonds, and other financial instruments Leverage your existing client relationships and network to onboard new clients Track client portfolios and deliver consistent performance reviews and reporting Collaborate with in-house research and advisory teams to deliver insights and strategies Maintain high standards of ethics and professionalism Ideal Candidate Profile 5–7 years of relevant experience in wealth management or private banking Existing client book and AUM mandatory Sound understanding of capital markets, financial products, taxation, and compliance Excellent communication, presentation, and relationship management skills Available to join in 30 days or less Certifications such as NISM, CFP, or CFA (preferred but not mandatory) What We Offer Attractive performance-based incentives and revenue sharing Access to best-in-class research and advisory support Modern, tech-driven platform for seamless client servicing Wide basket of products and services to offer clients Flexible work environment
You will be joining our team for the Stock Broking + Distribution vertical as a Business Development Manager. Your main responsibility will be to drive growth through the identification of new business opportunities, the establishment of relationships, and the development of strategic partnerships. Your contribution will be vital in expanding our market presence and ensuring the overall success of the company. Previous experience in financial sales, wealth management, or business development is essential for this role. Your key responsibilities will include: 1. Lead Generation: Generating new leads and acquiring clients for the broking and wealth management business. 2. Relationship Management: Building and maintaining strong relationships with clients, partners, and key stakeholders, as well as nurturing existing partnerships. 3. Research and Analysis: Conducting market analysis, identifying trends, and exploring new investment opportunities using fundamental and technical software. You will also be responsible for designing client portfolios, reviewing existing portfolios, and proposing changes. 4. Operations: Executing transactions for various products on behalf of clients, both online and offline. You will also be scouting for new product distribution and partnership opportunities and establishing necessary empanelments. 5. Marketing: Initiating marketing activities such as email marketing, social media marketing, and other branding efforts coordinated by partner teams. Networking: Representing the company at industry events, conferences, and networking sessions to showcase our services. Qualifications required for this role: 1. A Bachelor's degree in Business Administration, Marketing, or a related field. 2. Proven experience (typically 3-5 years) in business development and sales within a financial services company. 3. Strong analytical and strategic thinking abilities. 4. Excellent communication, negotiation, presentation, and interpersonal skills. 5. Ability to work independently and collaboratively as part of a team.,
About Us We are a leading stock broking and wealth management firm offering a full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India. Role Overview We are looking for a dynamic and result-oriented Wealth Manager with 5–7 years of experience in the financial services industry. The ideal candidate should have a proven track record of managing HNI/UHNI clients, a healthy AUM, and the ability to attract and retain high-quality clients through strong relationship management and advisory capabilities. PRIOR EXPERIENCE IS MANDATORY Key Responsibilities Acquire, manage, and grow a portfolio of HNI/UHNI clients Provide personalized investment advice across asset classes including equities, mutual funds, PMS, AIFs, insurance, bonds, and other financial instruments Leverage your existing client relationships and network to onboard new clients Track client portfolios and deliver consistent performance reviews and reporting Collaborate with in-house research and advisory teams to deliver insights and strategies Maintain high standards of ethics and professionalism Ideal Candidate Profile 5–7 years of relevant experience in wealth management or private banking Existing client book and AUM mandatory Sound understanding of capital markets, financial products, taxation, and compliance Excellent communication, presentation, and relationship management skills Available to join in 30 days or less Certifications such as NISM, CFP, or CFA (preferred but not mandatory) What We Offer Attractive performance-based incentives and revenue sharing Access to best-in-class research and advisory support Modern, tech-driven platform for seamless client servicing Wide basket of products and services to offer clients Flexible work environment