VP/AVP/Chief Manager/Senior Manager Wealth Management - Mumbai, Maharashtra

Sourcing of New HNI Clients Managing relationships Research and Analytics Aim to build new AUM as well as expand & deepen existing relationships to enhance the overall AUM. · ...

Dalmia Wealth is launching a dedicated business vertical designed to partner with relationship managers and wealth managers who aspire to build their own scalable wealth businesses while leveraging the platform credibility institutional strength of an established firm. ...

Wealth manager with experience handling high net worth individuals and ultra-high net worth clients. Minimum book size of Rs. 20 cr required. · Candidate should have exp handling HNI and UHNI Clients · Candidate should move a minimum book size of Rs.20 cr · ...

This is a full-time on-site role .The role involves managing and expanding the portfolio of private wealth clients, overseeing a team of wealth managers, and ensuring high-quality service delivery. · ...

Wealth Manager (Family Office) will act as Primary Liaison between Family office & its Clients families. · Onboarding New Clients, Managing HNI Families unique needs, · Deliver seamless Wealth management,Investment,& · Lifestyle Serv etc. ...

This is a full-time on-site role for a Wealth Manager based in Mumbai. · The Wealth Manager will be responsible for providing financial planning services, offering tailored investment solutions, and managing client portfolios. ...

About us: · Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few, and we're building a wealth-tech platform to make sophisti ...

We are seeking a highly skilled and experienced passionate Wealth Manager to join our team. · ...

The Wealth Manager (Family Office) will act as the primary liaison between the Family Office and its client families. This role is responsible for onboarding new clients and managing relationships with high-net-worth families. · This role is responsible for onboarding new clients ...

This is a full-time Wealth Manager role located in Mumbai. The Wealth Manager will be responsible for providing financial planning services and managing client portfolios. · ...

We are looking for a detail-oriented Analyst with 3–9 years of experience in wealth credit or lending operations to support transaction management activities across secured lending portfolios. · Supporting end-to-end wealth credit transaction lifecycle activities including deal s ...

Motilal Oswal Private Wealth delivers expert wealth management services through a research-based approach and open architecture framework. · ...

Wealth manager required with experience in managing HNI/UHNI clients and growing AUM. · Develop and maintain an AUM of INR 50 Cr and above · Provide end-to-end investment advisory services · ...

This is a contract role for a wealth manager based on-site in Mumbai.The wealth manager will be responsible for developing comprehensive financial plans for clients and managing investment portfolios tailored to their goals. · ...

Wealth Manager for renowned AMC in Bank Channel Mumbai to manage and grow relationships with existing HNI and UHNI clients with Mutual Funds PMS AIFs and alternate asset strategies. · ...

WealthTrust Capital Services redefines wealth management by crafting financial strategies that align seamlessly with the life goals of our clients. This is an on-site full-time role for a Wealth Manager & Business Development professional. · ...

Wealth Manager Manage and grow a portfolio. · Provide financial solutions across mutual funds insurance and other investment products. · Fo&#160;cus on client acquisition relationship building and deal closure. · &#160; · <br></h2> ...

This is a full-time Wealth Manager role located in Mumbai. Responsibilities include providing tailored financial advice managing investment portfolios creating financial plans and addressing clients wealth preservation and growth needs. · Proficiency in Financial Planning and str ...

Address Personal Banking Business Banking Wealth & Insurance needs of HNI clients Achieve the Targets set in terms of product mix 360 degree coverage of client needs across his personal & business bankingfinancial needs Relationship Management profile involving acquiring growing ...

Wealth Manager / Relationship Manager – Wealth Management Responsible for client acquisition relationship management and portfolio advisory for Retail HNI and UHNI clients. · Acquire manage and retain Retail / HNI / UHNI clients · Build grow Assets Under Management (AUM) as per b ...

Weareseekingahighlyskilledandexperiencedpassionatesrwealthmanagertojoinourteam. · Theidealcandidatewillhaveadeepunderstandingofwealthmanagementexceptionalinterpersonalskillsandaproventrackrecordofmanagingandgrowingclientrelationships. · Thisroleinvolvesworkingcloselywithclients t ...