Wealth Manager - Mumbai - confidential

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 ...

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. · ...

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. · ...

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. ...

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 ...

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 ...

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 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. · ...

Job Summary: · 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. The role involves meeting clients, understanding their financial and insurance ...

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 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 · ...

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 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. · ...

Weareseekingahighlyskilledandexperiencedpassionatesrwealthmanagertojoinourteam. · Theidealcandidatewillhaveadeepunderstandingofwealthmanagementexceptionalinterpersonalskillsandaproventrackrecordofmanagingandgrowingclientrelationships. · Thisroleinvolvesworkingcloselywithclients t ...

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. ...

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> ...

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 ...

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 ...

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 ...