119 Wealth Management jobs in Delhi.

Greater Noida

• Skills: customer service, financial solutions, service issues, Securities Industry Essentials, Series 6 licenses, financial advisors, service transactions, complex service requests, communication skills, process improvement
• Level: mid
• Type: full_time

Gurugram

• Skills: portfolio management, client engagement, investment solutions, asset allocation, risk management, multi-asset investing, performance measurement, quantitative analysis, financial well-being, collaborative approach
• Level: mid
• Type: full_time

Delhi

• Skills: relationship management, business banking, SME clients, cross-selling, revenue generation, client retention, high-value clients, loan enhancements, customer loyalty, tailored solutions
• Level: senior
• Type: full_time

Gurugram

• Skills: benefits advisory, health and wellness, employee wellbeing, insurance, project management, client advisory, team leadership, business development, data analysis, regulatory compliance
• Level: senior
• Type: full_time

Gurugram

• Skills: client management, AUM, investment options, market updates, client profitability, client mining, financial trends, analyst meets, communication skills, certification
• Level: entry
• Type: full_time

Delhi

• Skills: customer acquisition, financial products, sales, cross-selling, life insurance, general insurance, investment plans, personal loans, field-based, banking
• Level: entry
• Type: full_time

Delhi

• Skills: relationship management, high net worth individuals, portfolio management, business banking, customer service, sales plan, client acquisition, investment expertise, customer queries, banking regulatory processes
• Level: senior
• Type: full_time

Gurugram

• Skills: customer service, account opening, sales targets, liability products, cross-selling, customer acquisition, HNI relationship, cheque book insurance, grievances, investment products
• Level: entry
• Type: full_time

Greater Noida

• Skills: client management, investment options, portfolio updates, client meetings, market news, financial trends, active AUM, client profitability, stock calls, analyst meets
• Level: entry
• Type: full_time

Rohtak

• Skills: Customer Engagement, High Net Worth, lead generation, cross-selling, customer service, financial solutions, relationship management, sales initiatives, banking policies, client relationships
• Level: entry
• Type: full_time

Greater Noida

• Skills: active AUM, client management, investment options, market news, financial trends, client servicing, client meetings, investment ideas, stock calls, risk appetite
• Level: mid
• Type: full_time

Gurugram

• Skills: customer acquisition, field sales, financial products, relationship building, sales targets, cross-selling, insurance, personal loans, fixed deposits, compliance
• Level: entry
• Type: full_time

Greater Noida

• Skills: client management, AUM, investment options, market changes, client profitability, client meetings, investment ideas, financial trends, NISM, presentation skills
• Level: mid
• Type: full_time

Greater Noida

• Skills: FINRA, SIPC, financial solutions, client experience, investment research, financial planning, asset management, insurance protection, social media, compliance
• Level: entry
• Type: full_time

Delhi

• Skills: High net worth customer, customer service, sales initiatives, cross-selling, loan portfolio, investment AUM, banking relationships, customer engagement, lead generation, NPS
• Level: entry
• Type: full_time

Delhi

• Skills: customer acquisition, field-based sales, financial products, cross-selling, life insurance, general insurance, systematic investment plans, personal loans, fixed deposits, relationship management
• Level: entry
• Type: full_time

Delhi

• Skills: High Net worth Customer, customer relationships, bank policy, cross-selling, sales initiatives, account management, customer service, relationship record, acquisition channel, bank products
• Level: mid
• Type: full_time

Greater Noida

• Skills: financial planning, client servicing, investment research, office workflow, compliance documentation, financial products, administrative duties, marketing events, social media, financial objectives
• Level: entry
• Type: full_time

Gurugram

• Skills: legal support, retail investment, federal securities laws, discretionary accounts, Managed accounts, goal-based advice, compliance, regulatory changes, Form ADV, client facing disclosures
• Level: mid
• Type: full_time

Greater Noida

• Skills: financial planning, investment research, client servicing, administrative support, marketing events, financial advisors, compliance documentation, social media presence, insurance products, client experience
• Level: entry
• Type: full_time