Global Wealth Manager

AVP /Senior Manager Wealth

Gurgaon | Hybrid Experience: 515 years

About the Role:

Were looking for a Wealth Rockstar who understands both NRI and RI portfolios inside out. Youll bring deep expertise in Mutual Funds, PMS, and AIF , along with a strong personal investment mindset. If you thrive in a fast-paced, high-growth fintech setup this role is for you.

What Youll Do:

• Manage and grow high-value NRI & RI portfolios.
• Craft investment strategies across MF, PMS & AIF.
• Build long-term client trust through smart, data-driven advisory.
• Stay ahead of market trends and product innovations.
• Collaborate with cross-functional teams to enhance client experience.

What Were Looking For:

• 615 years of hands-on experience in Wealth / Investment Advisory.
• Strong track record managing NRI & RI clients.
• Deep product knowledge across MF, PMS & AIF.
• Great communicator, relationship builder, and self-starter.
• SEBI/NISM certifications are a plus.

Why Join Us:

Work with a fast-growing fintech reshaping wealth for the new India.

Hybrid setup. High ownership. Real impact.

CTC - As per standard.