Relationship Manager- Wealth - Mumbai, Mumbai Suburban

Manage high net worth clients' financial goals & objectives. · ...

MCAP Wealth Pvt. Ltd. is seeking a dynamic Domestic Relationship Manager – Wealth & Client Service professional to manage client relationships while delivering high-quality service support. · ...

Wealth Management (HNI/Wealth Management), Financial Planning Portfolio Management / Life Insurance/PMS/AIF Structured Products and banking service. · ...

Managing relationships and sourcing business from family offices corporate treasury large IFAs managing ultra HNI & family offices wealth advisors. · ...

Role & responsibilities · We are looking for a skilled Technology Enterprise Architect to support the delivery work of IWM IT department. IWM business has launched a transformation program called IWM 2.0, which aims at modernizing it IT architecture and extend its product coverag ...

We are seeking ambitious professionals to join our team as Customer Bond Advisors. In this role you will act as a trusted financial partner to investors including HNIs and emerging affluent clients.Client Engagement & Prospecting · Initiate outbound calls and virtual meetings wit ...

+ Manage clients' financial mutual fund investments to ensure goals & objectives are met. · ...

We are seeking a highly skilled Senior Salesforce Developer with years of hands-on experience to design, develop and implement customized solutions on Salesforce Service Cloud and/or Financial Services Cloud. · This role involves building scalable Salesforce applications integrat ...

We are seeking a Mobile Architect to architect and lead the implementation of a high-performance, customer-centric wealth cross platform mobile app. · ResponsibilitiesLead to design scalable app architecture (e.g., modularization, navigation strategy, state management) · Develop ...

We are seeking a Mobile Architect to architect and lead the implementation of a high-performance, customer-centric wealth cross platform mobile app. · Responsibilities include designing scalable app architecture, leading design development and deployment of mobile applications us ...

LiquiLoans is a registered NBFC founded by entrepreneurs who earlier co-founded RentoMojo. · We are committed to enabling long-term wealth creation for partners across India. · ...

We are looking for a seasoned and hands-on leader to head the Portfolio Management Services (PMS) Operations function. · ...

The Regional Head Business Development will be responsible for acquiring and onboarding new business partners to expand the distribution network. · ...

The Executive Assistant to Managing Director will provide strategic commitment management, AI-driven support for the MD's daily activities including drafting communication using AI tools as well as implementing smart systems to manage email flows. · This role requires strong busi ...

Initiate portfolio analysis on identified set of clients and measure portfolio health across equity and non-equity product holdings. · ...

This role is responsible for ensuring high-quality customer interactions and enhancing the performance of Virtual Relationship Managers. · Monitor and evaluate VRM call interactions as per defined quality parameters. · Provide structured and actionable feedback to VRMs. · ...

We are seeking a skilled Digital Marketing Executive to support the strategic planning, implementation, and optimization of our online marketing initiatives. This role is ideal for someone who is tech-savvy, creative, · and driven to enhance the digital footprint of a leading mas ...

We are looking for a skilled Salesforce Lightning Developer to join a global team supporting banking, retail, and investment management clients. · The role involves designing, developing, and enhancing Salesforce solutions, · integrating with internal and third-party platforms, · ...

Phenomenal opportunity to join leading and fast growing IT Solutions and Services Provider and Leading Business Partner. · ...

We are seeking a technically proficient and strategically minded IT Infrastructure Manager to lead and manage enterprise-level services including Microsoft 365, Active Directory, and associated applications such as OceanFax. · ...