Wealth Manager - Mumbai City

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 Relationship Manager Wealth is responsible for acquiring managing and growing relationships with high net worth HNW and ultra high net worth UHNW clients by providing comprehensive wealth management solutions investment advisory and personalized financial planning. · ...

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 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 ...

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

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. · ...

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

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

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. · ...

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 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 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 · ...

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. ...

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 ...

Wealth Manager job purpose is to cater to investment needs of mass affluent clients by recommending products like MF,PMS,AIF,PE,Bonds and Equity Advisory Products. · Cater to investment needs of mass affluent clients. · Meet the required AUM investor acquisition and AUM targets f ...