Wealth Manager - Mumbai

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 ...

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. ...

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. · ...

Location – Bangalore/Mumbai · Position: Wealth Manager · Broader Role / Responsibilities: · Acquisition of Wealth Clients: · 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads · of Affluent & Super Affluent client base from the existing pool of clie ...

The Relationship Manager/Wealth Manager will manage client portfolios and generate revenue through advisory and distribution of equity and investment products · Responsibilities include client acquisition, retention, cross-selling mutual funds, PMS, insurance, bonds, and structur ...

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

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

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 · ...

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 ...

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. · ...

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 (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. ...

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> ...

Wealth Manager - Fixed Income, the role is focused on acquiring new clients in Mumbai, closing investment business, and ensuring a smooth onboarding handoff to operations/advisory teams. · New client acquisition: Identify, reach out to, and convert prospective clients through cal ...

The Regional Manager Wealth is the face of the business responsible for acquiring managing and retaining High Net Worth HNI clients. · ...

Project Manager – Wealth Credit Transaction Management – Financial Services- Global banks – 3-9 Years - Chennai/Mumbai · 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 ...

Role - Wealth Manager - HNI Sales · Exp - 1 yr+ · Location - Mumbai · Requirement: · HNI Sales · Ultra HNI · B2C · Relationship Manager · PMS, Mutual Fund , Broking ,Insurance , Bonds / Equity · Generate new business · BOND , AIF , LI MLD , UNLISTED SHARE ...

We Have Urgent OPEN Position For Wealth Manager · Exp Required: MBA Fresher or Marketing sales ...

The Wealth Manager is responsible for acquiring, managing, and growing client relationships by providing holistic wealth management solutions. · * Acquire and onboard new clients through referrals, networks, and business development activities* Build and maintain long-term relati ...