Private Wealth Manager - Mumbai, India - Waytogo Consultants

Nri-wealth Manager

4 weeks ago

We are setting up one NRI Desk, with a dedicated focus on NRI clients. · - 1. Servicing our existing NRI clients and developing business relationships. · 2. Cultivate the relationships, generate and acquire new clients overseas. · 3. Target Based · 4. As Clients are NRIs - Time Z ...

Wealth Manager

3 weeks ago

Hello, · Greetings from Bharti AXA Life Insurance · We have an excellent opportunity for Wealth Manager · Location · : Mumbai, Bangalore, Hyderabad, Chennai, Kochi, Kolkata, Delhi · Role Expectations: · Acquire New To Company Customers through Bharti AXA Life's Wealth Creation & ...

Wealth Manager

2 weeks ago

Job DescriptionAccount Manager · An accountmanager (AM) role is to support the RM in maintaining and buildingthe RM wealth management business. · Role: · 1)FinancialPlanning Portfolio Strategy and Reporting · a.Assistingthe RM in making of financial plans for clients keeping in m ...

Wealth Manager

1 week ago

Interview's on for the Highest -Super HNI - Client Group · Kindly Share CV - with CTC / Expected CTC & NP · CTC + Incentive + Bonus ( Depends individually) · Privy Wealth - CTC 10 to 20 lkhs · BM - 20 to 22 lkhs + Variables + Bonus · Contact Person : Divya , · Wassup Connect · ...

Wealth Manager

3 weeks ago

Retail/HNI Clients as per the assigned Database, generation of fresh leads through reference to shore up the clientele. · Achieving the business targets assigned in terms of up-selling Mutual Fund Products, enhancing and upgrading the Client Net worth relationships. · Profiling c ...

Wealth Manager

3 weeks ago

Currently we have anexcellent opportunity with a fast growing SEBI registered fintechin the wealth management domain. The company is growingexponentially in their journey to become a unicorn by Theclient has 12 Lakh registered customers on their fintechplatform. · Totalemployee ...

Wealth Manager

3 weeks ago

Hello, · Greetings from Bharti AXA Life Insurance · We have an excellent opportunity for Wealth Manager · Location · : Mumbai, Bangalore, Hyderabad, Chennai, Kochi, Kolkata, Delhi · Role Expectations: · Acquire New To Company Customers through Bharti AXA Life's Wealth Creation & ...

Wealth Operations – Wealth Management

2 weeks ago

Position Title: Assistant/Deputy Manager · Location: Mumbai · Qualifications: · Graduate in any discipline · Work Experience (highlight) : · 4- 6 years in financial institution with at least 3 years plus experience in PMS operations · Core Purpose of the role: · Accur ...

Wealth Manager

2 weeks ago

Interview's on for the Highest -Super HNI - Client Group · Kindly Share CV - with CTC / Expected CTC & NP · CTC + Incentive + Bonus ( Depends individually) · Privy Wealth - CTC 10 to 20 lkhsBM - 20 to 22 lkhs + Variables + Bonus · Contact Person : Divya , Connect · Zonal Head & ...

Wealth Manager

2 weeks ago

Interview's on for the Highest -Super HNI - Client Group · Kindly Share CV - with CTC / Expected CTC & NP · CTC + Incentive + Bonus ( Depends individually) · Privy Wealth - CTC 10 to 20 lkhs · BM - 20 to 22 lkhs + Variables + Bonus · Contact Person : Divya , · Wassup Connec ...

Head of Wealth Management

1 week ago

Job Description: Head of Wealth Management · Position Summary: · The Head of Wealth Management will be instrumental in launching and growing our new wealth management division. This role requires an experienced professional with a strong background in wealth management, exception ...

Wealth Relationship Manager

2 weeks ago

Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales targ ...

Wealth Relationship Manager

5 days ago

JobRole: · Requirement for aRelationship Manager who shall be responsible forAcquiring and managing HNI and UHNI clients banking andinvestment requirements and will help clients achievewith their financial goals through strategic portfolio analysis andsuggesting them the right in ...

Senior Wealth Manager

1 week ago

Handling HNI clients with wealth management experience .Team handling role .Handling General Insurance products. Diversity required ...

Senior Wealth Manager

3 weeks ago

Leading Bank in India Hiring Senior Wealth Manager/ Branch Manager · MUMBAI · Direct Interviews with Business · Profiling Customers and provide financial products to meet customer needs · Deepen the relationship by Cross selling Banks Products and Services according to Customer N ...

Managing Associate General Counsel Wealth and

2 weeks ago

-Job description · **Some careers open more doors than others.** · If you're looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take ...

Private Wealth Manager

1 week ago

· • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. · • Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relatio ...

Relationship Manager Wealth Management

3 weeks ago

JobDescription · This role is onlyfor those who eat breathe & sleep advisory business.There& rsquo s nothing in this world that makes you happierthan closing the clients with best results and highest valueaddition in the most efficient way. The role is for candidateslooking to ma ...

Wealth Relationship Manager

3 weeks ago

1. Getting productivity from channel in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. · 2. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. · 3. Daily meetings with clien ...

Wealth Relationship Manager

1 week ago

To up sell Mutual Fund products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. · Achieving the business targets assigned in terms of up selling Mutual Fund Products, enhancing and upgrading the Client Net ...