Array ( [0] => wealth-manager [1] => delhi ) Top Wealth Manager Female Jobs in Delhi for Graduate

Wealth Manager Female Graduate Jobs in Delhi

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Kotak Mahindra Life Insurance

  • 0 - 6 yrs
  • Nehru Place Delhi
Interpersonal Skills Needs Analysis Insurance Planning Retirement Income Financial Planning Wealth Management
Location: Delhi - Nehru Place Model: Entrepreneurial / Business Ownership (Zero Investment)Type: Full-Time / Part-Time / Work-from-HomeRole ObjectiveWe are looking for ambitious individuals to join our team as Wealth Managers. Unlike a traditional fixed-salary job, this is a Business Ownership Opportunity where you build your own career with unlimited earning potential and international recognition.Key ResponsibilitiesFinancial Consulting: Analyze client needs and suggest customized solutions (Marriage Plans, Child Education, Retirement, and Market Linked Plans).Networking: Leverage personal and professional networks to provide financial protection advice.Wealth Creation: Help clients grow their assets through ULIPs, Guaranteed Savings, and Tax-saving instruments.Relationship Management: Maintain long-term associations with clients to ensure their financial goals stay on track.What We OfferUnlimited Earnings: No fixed salary cap; your income grows with your efforts.Flexibility: Work as a freelancer or from the comfort of your home.Recognition: Opportunity to achieve international standards like MDRT (Million Dollar Round Table).Training: Full support and professional training to help you become a certified Financial Protection Planner.Zero Investment: Start your own professional journey without any capital requirement.
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Wealth Manager

IIFL Capitals Partnes Ms Finline

Stock Market Mutual Funds Equity Sales Stock Broking Private Banking
Trading Account Opening meeting New Prospects .develop and Implement Effective Sales Strategies and Market Analytics.manage and Lead a Team of Sales Representatives.achieve Sales Targets and Monitor Performance Metrics.build and Maintain Strong Client Relationships.analyse Market Trends and Identify Growth Opportunities.prepare Sales Forecasts and Budgets.collaborate with Marketing and Product Teams to Enhance Customer Offerings.ensure Compliance with Regulatory Requirements.meeting Old and New Clients.maintaining Excel for Daily Working and Team.
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Wealth Manager

Pro Bulls Capital

  • 0 - 6 yrs
  • 20.0 Lac/Yr
  • Nehru Place Delhi
Investment Planning Equity Research Banking
ROLEThis person will be in charge of driving new business through calling clients who are lookinginvestments. This individual will be responsible for processing new leads through the systemand thoroughly checking them for duplications, contacting the clients, inputting notes andworking the system process correctly and diarising callbacks. This will be done by workingfrom CRM and will entail spending majority of the working day taking incoming calls fromclients and making a large amount of outbound calls so an excellent telephone manner isessential.The Sales Consultant will need to manage their own pipeline of callbacks and work themeffectively to ensure we are getting as many client meetings .
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Financial Portfolio Planner /Wealth Manager/Relationship Manager

Prognosis Financial

  • 1 - 5 yrs
  • 8.5 Lac/Yr
  • Connaught Place Delhi
Financial Portfolio Planner Financial Planner
1. Responsible for the Investments business. 2. Grow the investments business across various customer segments and channels. 3. Be a facilitator for all investment products across product categories like Equity & Commodity Broking, PMS, MF, Life General & Health Insurance, FD, etc. 4. Responsible for developing long term relationships with HNIs by offering the various products and financial planning solutions. 5. Manage certain number of HNIs directly. Responsible to grow the customer base, revenue and AUM for the company
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Financial Portfolio Planner /Wealth Manager/Relationship Manager

Prognosis Financial

  • 1 - 5 yrs
  • 5.0 Lac/Yr
  • Connaught Place Delhi
Sales Client Acquisition Wealth Manager Portfolio Manager Stock Broker Stock Dealer Financial Planning
1. Responsible for the Investments business. 2. Grow the investments business across various customer segments and channels. 3. Be a facilitator for all investment products across product categories like Equity & Commodity Broking, PMS, MF, Life General & Health Insurance, FD, etc. 4. Responsible for developing long term relationships with HNIs by offering the various products and financial planning solutions. 5. Manage certain number of HNIs directly. Responsible to grow the customer base, revenue and AUM for the company
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Financial Portfolio Planner /Wealth Manager/Relationship Manager

Prognosis Financial

  • 1 - 5 yrs
  • 4.0 Lac/Yr
  • Connaught Place Delhi
Sales Client Acquisition Wealth Manager Portfolio Manager Stock Broker Stock Dealer
1. Responsible for the Investments business. 2. Grow the investments business across various customer segments and channels. 3. Be a facilitator for all investment products across product categories like Equity & Commodity Broking, PMS, MF, Life General & Health Insurance, FD, etc. 4. Responsible for developing long term relationships with HNIs by offering the various products and financial planning solutions. 5. Manage certain number of HNIs directly. Responsible to grow the customer base, revenue and AUM for the company
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Relationship Manager Wealth - Full Time

Trustline

  • 1 - 7 yrs
  • 4.3 Lac/Yr
  • Noida Sector 3
Equity Sales HNI Acquisition HNI Sales Client Relationship Field Sales Life Insurance
Role & responsibilitiesClient Relationship Management: Proactively engage with HNI/UHNI clients to understand needs, provide ongoing advice, and maintain long-term relationships.Financial Planning & Risk Mitigation: Develop customized plans incorporating investment strategies, retirement planning, and tax-efficient structures.Insurance & Product Solutioning: Recommend suitable life insurance, investment products (ULIPs, mutual funds), and risk management products to align with client goals.Portfolio Monitoring: Regularly review client portfolios and rebalance them to match changing financial circumstances or market trends.Sales & Business Development: Acquire new clients through referrals and networking, and achieve assigned revenue and sales targets.
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Private Wealth Manager

Bharti Consultants

Mutual Funds PMS AIF Wealth Manager Private Wealth Manager HNI Sales
Required Private Wealth Banking,Experience required in Wealth RM,MF,PMS,AIFCandidate should be catchment area,proper knowledge in wealth products,handling HNI & Ultra HNI clientsExperience required min 8 years in same wealth segmentsLocation - Gurgaon,Delhi/NCRInterested candidate share your cv this email id amandeepkaur@bharticonsultants.inor Whatsapp 7888603008
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Relationship Manager Wealth Management (Female Candidates Preferred)

Premier Penny Ventures Pvt Ltd

Mutual Funds Equity Analyst Terminal Operator Derivatives Trader Relationship Manager Wealth Management Wealth Advisor Wealth Manager
Terminal SeatingOrder punching (on behalf of clients)Strong understanding of Mutual Funds, AIFs, PMS, and other financial products can be an added advantageExcellent interpersonal, communication, and relationship-building skills.-Identifying, acquiring, developing and maintaining customer relationshipsManaging and improving relationship values through latest updates & development in market
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Wealth Manager

Boyen Haddin

Mutual Funds Sales Banking Sales Portfolio Management Services
Were Hiring: Wealth Manager Sales (Banking / Financial Services / Broking)Location: Delhi Mumbai Bangalore Experience: Minimum 23 years in PMS , Mutual Funds & AIFAge: Up to 40 yearsAbout the Role:We are looking for passionate Wealth Managers with strong expertise in Portfolio Management Services (PMS) , Mutual Funds and Alternative Investment Funds (AIF) to join our growing team. This role demands a proactive approach to wealth creation and client relationship management.Will be responsible for primarily selling Equity based investment products (Investment Advisory, Portfolio Management Services, PMS)Responsible for identifying customer needs, assessing their risk appetite and providing them investment options .What Were Looking For: 23 years of relevant experience in PMS , Mutual funds & AIF Strong understanding of investment strategies Excellent communication & client management skills
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