Wealth Manager jobs in Uttar Pradesh

Jobs found: 171
Tata AIA Life Insurance
Ghaziabad

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider...

2 days ago
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White Force
Lucknow

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2 days ago
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ARK Infosolutions Pvt. Ltd.
Uttar Pradesh

Job Description: - - Manage Bank Operations and Co-ordination with Banks. - Manage Promoter's Personal Accounting. - Track investment performance, prepare periodic reports, and liaise with external financial advisors or wealth managers. - Maintain accurate records of all personal investment portfolios. - Process documentation for new Investments, Redemptions, or Asset Transfers. - Prepare and...

a day ago
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TRDFIN Support Services Pvt Ltd
Uttar Pradesh

Role Summary We are seeking a proactive and customer-centric Virtual Relationship Manager (VRM) to manage and grow client relationships through digital and virtual channels. The role focuses on understanding client financial goals, recommending suitable mutual fund and online investment solutions, and driving revenue through upselling and cross selling all without physical meetings. Key...

4 hours ago
Marsh McLennan
Uttar Pradesh

We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Noida. This is a hybrid role that has a requirement of working at least three days a week in the office. Manager – Investments We are looking to hire a candidate in the Mercer View Point (MVP) team The role will be responsible for working closely with the investment managers, to deliver...

Hybrid
a day ago
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Anand Rathi Share and Stock Brokers Ltd
Uttar Pradesh

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial...

4 hours ago
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AskTheWiseGuy
Uttar Pradesh

AskTheWiseGuy, founded by Arpit Arora, India's leading Wealth Strategist is helping MSME manufacturers to transform their business & personal money management to create more wealth quickly, but safely. While Indian manufacturers are busy running their businesses, AskTheWiseGuy enables them to make passive income and achieve financial goals so that they can live their lives free of money...

a day ago
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Marsh McLennan
Uttar Pradesh

We are seeking a talented individual to join our investments team at Mercer. This role will be based in Noida/Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office Manager– Investments (Data Analyst) The ideal candidate will be responsible for managing, analyzing and interpreting complex Investment data to support new and retention bid...

Hybrid
a day ago
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ARK Infosolutions Pvt. Ltd.
Noida

Job Description: -- Manage Bank Operations and Co-ordination with Banks.- Manage Promoter's Personal Accounting.- Track investment performance, prepare periodic reports, and liaise with external financial advisors or wealth managers.- Maintain accurate records of all personal investment portfolios.- Process documentation for new Investments, Redemptions, or Asset Transfers.- Prepare and maintain...

8 hours ago
Tata AIA Life Insurance
Ghaziabad

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider...

2 days ago
Bookmark Not interested
TRDFIN Support Services Pvt Ltd
Noida

Role SummaryWe are seeking a proactive and customer-centric Virtual Relationship Manager (VRM) to manage and grow client relationships through digital and virtual channels. The role focuses on understanding client financial goals, recommending suitable mutual fund and online investment solutions, and driving revenue through upselling and cross selling all without physical meetings.Key...

4 hours ago
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Anand Rathi Share and Stock Brokers Ltd
Lucknow

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial...

4 hours ago
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AskTheWiseGuy
Noida

AskTheWiseGuy, founded by Arpit Arora, India's leading Wealth Strategist is helping MSME manufacturers to transform their business & personal money management to create more wealth quickly, but safely. While Indian manufacturers are busy running their businesses, AskTheWiseGuy enables them to make passive income and achieve financial goals so that they can live their lives free of money...

8 hours ago
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Anand Rathi Share and Stock Brokers Ltd
Kanpur

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial...

33 seconds ago
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AskTheWiseGuy
Kanpur

AskTheWiseGuy, founded by Arpit Arora, India's leading Wealth Strategist is helping MSME manufacturers to transform their business & personal money management to create more wealth quickly, but safely. While Indian manufacturers are busy running their businesses, AskTheWiseGuy enables them to make passive income and achieve financial goals so that they can live their lives free of money...

2 days ago
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Wealth Manager, Uttar Pradesh
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Marsh McLennan
Noida

We are seeking a talented individual to join our investments team at Mercer. This role will be based in Noida/Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the officeManager– Investments(Data Analyst)The ideal candidate will be responsible for managing, analyzing and interpreting complex Investment data to support new and retention bid inquiries as...

Hybrid
8 hours ago
Bookmark Not interested
ARK Infosolutions Pvt. Ltd.
Kanpur

Job Description: -Manage Bank Operations and Co-ordination with Banks.Manage Promoter's Personal Accounting.Track investment performance, prepare periodic reports, and liaise with external financial advisors or wealth managers.Maintain accurate records of all personal investment portfolios.Process documentation for new Investments, Redemptions, or Asset Transfers.Prepare and maintain detailed,...

2 days ago
Bookmark Not interested
TRDFIN Support Services Pvt Ltd
Kanpur

Role SummaryWe are seeking a proactive and customer-centric Virtual Relationship Manager (VRM) to manage and grow client relationships through digital and virtual channels . The role focuses on understanding client financial goals, recommending suitable mutual fund and online investment solutions , and driving revenue through upselling and cross selling all without physical meetings.Key...

44 seconds ago
Marsh McLennan
Noida

We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Noida. This is a hybrid role that has a requirement of working at least three days a week in the office.Manager – InvestmentsWe are looking to hire a candidate in the Mercer View Point (MVP) teamThe role will be responsible for working closely with the investment managers, to deliver...

Hybrid
8 hours ago
Bookmark Not interested
Marsh McLennan
Kanpur
$24 per day

We are seeking a talented individual to join our investments team at Mercer. This role will be based in Noida/Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the officeManager– Investments(Data Analyst)The ideal candidate will be responsible for managing, analyzing and interpreting complex Investment data to support new and retention bid inquiries as...

Hybrid
a day ago
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