Job Description

Job Description -


  • As the Wealth Manager , you will be responsible for gaining a deep understanding of the clients' financial objectives & requirements and creating strategic recommendations w.r.t India based on this understanding. You will do so by building a strong relationship with our clients.


  • You will be supported by Service RMs, who will help you with pre and post investment processes. Overall, we need a person who is motivated to create an impact for TG which is highly underserved.


  • The person who is passionate to disrupt NRI space should definitely apply.


  • Min 1-2 yrs of relevant experience with a wealth / bank wealth / wealth-tech in a client facing role.


  • Understanding of various financial products – PMS, AIF, Mutual Funds, Bonds, Structured Products etc, with experience in at...

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