Wealth Manager/Entreprenuer

Company Description

Dalmia Wealth Pvt Ltd is one of India's largest boutique Wealth Management Companies dedicated to delivering exceptional financial advisory services. With a strong client-first philosophy, the company has built lasting relationships and gained the trust and loyalty of its clients. Known for providing prompt responses to queries and top-notch services tailored to meet the unique financial needs of each client. Dalmia Wealth strives to meet the unique financial needs of its clientele, helping them achieve their investment goals.

Role Description

DWPL is expanding its wealth distribution business  and looking for driven Relationship Managers  to onboard HNI, NRI, and corporate clients across Mutual Funds, PMS, AIFs, Bonds & Structured Products .

If you have: 

·      Minimum 3–5 years’ experience in Wealth / MF / PMS / AIF sales.

·       An active client networ...