Relationship Manager, Wealth - Navi Mumbai

Wealth manager responsible for managing high net worth individuals' wealth through portfolio management and collaborating with cross-functional teams on strategic planning. · ...

Wealth Manager will acquire, develop, and manage relationships with Retail, HNI, and UHNI clients ensuring high levels of client satisfaction through proactive service and personalized engagement. · ...

Wealth Relationship Managers with a strong background in financial product sales and wealth management are sought after by Supremus Angel LLP. The role involves acquiring and managing investors for Pre-IPO, Private Equity, and Wealth Management solutions. · 5–7 years of experienc ...

Act as the domain expert for wealth management, digital advisory, and investment journeys. · Gather and interpret business requirements across modules including 360 Customer Overview & Net Worth Analytics. · Define test scenarios and validate system functionality. · ...

Address personal banking business banking wealth insurance needs of HNI clients achieve targets set in terms of product mix. · ...

Wealth Relationship Managers with strong background in financial product sales and wealth management sought for acquiring HNI investors & managing portfolios. · ...

We are seeking experienced Wealth Relationship Managers with a strong background in financial product sales and wealth management. · Key ResponsibilitiesAcquire, onboard, and manage HNI, Ultra HNI, NRI, and Retail investors · Advise clients on a wide range of financial products a ...

Wealth Relationship Manager responsible for achieving personal and business unit goals by implementing a variety of relationship deepening techniques and new business acquisition activities. · ...

Manage client relationships across personal banking business banking financial needs achieve targets set in terms of product mix provide professional customer service to achieve high percentage of customer wallet share satisfaction leading to client retention growth ensure compli ...

We are seeking an experienced Branch Head to lead our Wealth Management team in Navi Mumbai, Maharashtra. The successful candidate will have strong leadership skills, excellent communication abilities, and a deep understanding of financial products. · ...

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. ...

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 ...

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. · ...

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

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 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. · ...

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. ...

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 ...