VOTF Feedback and Reporting Analyst, Client Segments, Analyst, Wealth Management - Mumbai City

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. · ...

A Wealth Manager at Shriram Life Insurance focuses on driving sales of annuity and investment products by providing financial planning advice to clients managing portfolios and building long-term relationships. · ...

A chance to step into a sales career in one of the leading private life insurance companies in India. Work with Top 5 companies and enjoy working in India. · ...

We are seeking a highly skilled and motivated Mutual Funds & AIF Specialist/Manager to join our dynamic investment team. · Oversee the management of mutual fund portfolios and AIF products. · Analyze market trends, economic data, and financial reports to inform investment decisio ...

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, · understanding their unique needs, and ensuring th ...

WealthTrust Capital Services is a boutique wealth management and financial planning firm dedicated to helping individuals and families achieve their long-term financial goals with clarity and confidence. With a research-driven approach and commitment to transparency, integrity, · ...

Wealth Manager at Company in Mumbai · Opportunity to work with a dynamic team specializing in distressed assets and special situations. · ...

Wealth Manager at Great Value Capital (GVC) in Mumbai. · A Category-II Alternative Investment Fund operating in distressed assets with an impressive AUM of INR 2,500 Cr. · Key Responsibilities:Fundraising efforts with a target of INR Cr. · Build relationships with High Net Worth ...

We are seeking experienced Wealth Relationship Managers with a strong background in financial product sales and wealth management. · Bachelor's degree in Any field (Finance or Management background preferred) · ...

This is a full-time on-site role based in Thane for a Wealth Manager providing financial planning and investment management services tailored to individual client needs. · Expertise in Financial Planning and creating detailed financial strategies · Strong knowledge and experience ...

As a Private Wealth Manager you will be responsible for acquiring and managing High-Net-Worth clients. · ...

+Gathering assets for investment products and achieving targets for mapped book. · ...

Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. · ...

We are looking for a seasoned pro to lead their Private Wealth business · Driving client acquisition (HNI/UHNI) through networking and market analysis · ...

Transforming the way Indians get personal finance advice by providing comprehensive financial solutions. · Build strong relationships with clients by understanding their goals and offering personalized financial solutions. · ...

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 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 · 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 ...