VOTF Feedback and Reporting Analyst, Client Segments, Analyst, 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. · ...

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 ...

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

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. ...

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 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 · ...

Wealth Manager · A key responsibility is acquiring, managing, and growing client relationships through holistic wealth management solutions. · Client Acquisition & Relationship Management: Acquire new clients via referrals or business development activities. · Investment Advisory ...

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. · ...

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. ...

Wealth manager for B2C sales with renowned AMC in Mumbai to manage and grow relationships with existing clients using mutual funds and alternate asset strategies. · Manage and grow relationships with existing HNI and UHNI clients. · Preferred candidate profile: graduate with mini ...

Wealth Manager Job Description · Catering to the investment needs of clients by providing research-based advice on wealth products. · Manage high net worth individuals through client visits and suggest financial products to achieve business targets. · Identify prospective clients ...

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 ...

We are seeking a dynamic and results-driven Relationship Manager to manage high-value client relationships and offer personalized life insurance solutions to HNIs and affluent customers. · ...

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. · ...

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. · ...

Nuvama Wealth is hiring for below positions for their Digital Business. · ...

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

We are looking for Wealth Manager - Mutual Fund. · Wealth Managers lead sales strategy and execution to meet revenue targets through new client acquisitions and cross-sellings. They manage and liaise with clients to drive business growth. ...

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