Wealth Manager jobs in Gurgaon 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....

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: Relationship Manager (RM) Location: Gurgaon Education:...

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...

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...

Job Summary (Role Overview) The Wealth Manager role focuses on supporting clients through onboarding, portfolio management, and ongoing servicing. Success in this role means building long-term client relationships, delivering clear and compliant investment communication, and ensuring high-quality service across the client lifecycle. This position works closely with the operations team and plays...

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...

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...

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...

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...

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...

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...

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...

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,...

🔷 Job Title Head – Business Development & Revenue (IT & Non-IT Staffing | USA & India) (Immediate Revenue Ownership | New Client Acquisition Mandatory) 📍 Location: India (Hybrid / Onsite) 🕘 Employment Type: Full-time | Leadership 🌍 Markets: USA & India 🧭 About the Role We are seeking a senior revenue leader to own and drive business growth for our IT and Non-IT staffing and IT services...

Job description Acuity Analytics Acuity Analytics is a leading provider of high-value research, analytics and business intelligence to the financial services sector. We serve a wide array of clients ranging from asset & private wealth managers, investment banks, commercial banks, private equity & venture capital firms, brokerages & trading firms, consulting companies and more. For more details...

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...

Hiring: Advisors / Investment Analysts – Wealth ManagementWe 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...

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...