Wealth Management Jobs in Gurgaon

Company Overview Incedo is a US-based consulting data science and technology services firm with over 3000 people helping clientsfrom our six offices across US Mexico and India. We help our clients achieve competitive advantage throughend-to-end digital transformation. Our uniqueness lies in bringing...

Company Overview Incedo is a US-based consulting data science and technology services firm with over 3000 people helping clientsfrom our six offices across US Mexico and India. We help our clients achieve competitive advantage throughend-to-end digital transformation. Our uniqueness lies in bringing...

Company Overview Incedo is a US-based consulting data science and technology services firm with over 3000 people helping clientsfrom our six offices across US Mexico and India. We help our clients achieve competitive advantage throughend-to-end digital transformation. Our uniqueness lies in bringing...

Senior Trainer AMFI/IRDA Specialist - GurugramPosition Summary: Dual-role delivering HNI sales mastery certification for 50 RMs/quarter via 1:4 shadowing; achieve 90% AMFI/IRDA pass rate. Supports Academy Manager.Focus: Technical Certification Compliance Sales Pitching Job Purpose A dual-impact ro...

Academy Manager / L&D Associate Director (RM Excellence Academy) - GurugramFocus: RM Excellence Academy & Holistic Organizational Development Job Purpose To lead the RM Excellence Academy focusing on the end-to-end competency development of Relationship Managers (RMs). You will be responsible for s...

Company Overview Incedo is a US-based consulting data science and technology services firm with over 3000 people helping clientsfrom our six offices across US Mexico and India. We help our clients achieve competitive advantage throughend-to-end digital transformation. Our uniqueness lies in bringing...

Company Overview Incedo is a US-based consulting data science and technology services firm with over 3000 people helping clientsfrom our six offices across US Mexico and India. We help our clients achieve competitive advantage throughend-to-end digital transformation. Our uniqueness lies in bringing...

Company Overview Incedo is a US-based consulting data science and technology services firm with over 3000 people helping clientsfrom our six offices across US Mexico and India. We help our clients achieve competitive advantage throughend-to-end digital transformation. Our uniqueness lies in bringing...

About FNZFNZ is committed to opening up wealth so that everyone everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry but complexity holds firms back.We created wealths growth platform to help. We provide a global end...

Payroll Specialist (2-4 years Experience)Role DescriptionResponsible for processing and advising on payrolls located in Europe (France). The Payroll Specialist will also be responsible for contributing to payroll related projects providing timely and accurate payroll reporting and data to the busine...

About this roleBusiness OverviewPMGTechis the horizontal technology platform within BlackRocks Portfolio Management Group (PMG) integrating investment research with advanced engineering AI and alternative data to make technology a direct driver of alpha. Itoperatesas one global team across three ver...

Finance AssistantAbout FNZFNZ is committed to opening up wealth so that everyone everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry but complexity holds firms back.We created wealths growth platform to help. We pro...

Analyst/EngineerAbout FNZFNZ is committed to opening up wealth so that everyone everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry but complexity holds firms back.We created wealths growth platform to help. We prov...

Job Title : Relationship ManagerExperience : 3-8 YearsLocation : GurgaonRoles & Responsibilities: Manage and grow affluent client portfolios; conduct regular portfolio reviews. Acquire new clients through referrals networking and market outreach. Collaborate with Advisors for proposal preparation...

Job Title : Service AssistantExperience : 1-4 YearsLocation : GurgaonRoles & Responsibilities: Support RMs and Advisors with client queries follow-ups and day-to-day servicing. Maintain CRM records track tasks and ensure timely updates. Assist with client onboarding documentation and report prepa...

Job Title : RM Team Lead Experience : 6-10 YearsLocation : GurgaonRoles & Responsibilities: Lead and mentor a team of Relationship Managers; conduct daily huddles and funnel reviews. Drive revenue delivery advisory quality and team productivity. Join key HNI/UHNI client meetings and support RMs i...

Job Title : Advisor / Investment Analyst Experience : 4-6 YearsLocation : GurgaonRoles & Responsibilities: Prepare portfolio review reports rebalancing summaries and investment proposals. Track market trends and conduct research on equity and debt products. Support RMs with analytics presentation...

Job Title : Sales HeadExperience : 15 YearsLocation : GurgaonRoles & Responsibilities: Build lead and manage the RM organisation including hiring Relationship Managers and Team Leads. Drive revenue delivery set targets and oversee P&L responsibilities. Attract and retain talent foster culture and...

Job Title : Senior Financial Product Specialist Experience : 5-8 YearsLocation : GurgaonRoles & Responsibilities Conduct research & due diligence on Mutual Funds PMS AIFs MLDs InvITs & REITs. Build model portfolios and asset-allocation frameworks. Prepare product notes research reports & governan...

Role Overview RMs manage affluent portfolios acquire clients and deliver advice with the support ofAdvisors. Key Responsibilities 1. Client Management- Manage portfolios and reviews 2. Client Acquisition- Referrals- Network building 3. Advisory Execution- Work with Advisors- Document advice 4. CRM &...