Wealth Manager - Mumbai, India - Bharti AXA Life Insurance

Nri-wealth Manager

2 days 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

1 week ago

We are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients that will assist them in their financial endeavor's. · Scope of Role · Responsible to identify and cultivate prospects and/or client needs, a ...

Wealth Manager

1 week ago

Role: Wealth Manager · Qualification: Graduate (MBA) · Location: Mumbai (Work from Office) · Experience: 5 Years Plus Experience in Wealth Management or Financial Advisory · Working Days: 5 Days working (wherein 4th & 5th Saturday is going to be working) · Age Up to 40 Years · In ...

Wealth Manager

4 days ago

Manager - Wealth · Role and Title: · Private Wealth Managers reporting to Director or Managing Director. · - The Job title would be Manager / Assistant Vice President / Vice President depending on the seniority of the candidate. · - The Candidate should be an MBA / CA / CFA with ...

Wealth Manager

4 days 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 h ...

Wealth Management Specialist

1 week ago

About Quantum AMC: · Quantum AMC is an Indian asset management company (AMC) headquartered in Mumbai, India. The Quantum story began in 1990 when our founder Ajit Dayal started the Quantum Advisors Group (the Sponsor and parent company of Quantum Asset Management Company Pvt. Ltd ...

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

1 day 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 ...

Wealth Relationship Manager

1 week ago

Job Role: · Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients' banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the r ...

Wealth Relationship Manager

4 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 ...

Wealth Management Internship

3 days ago

· About the internship: · Selected intern's day-to-day responsibilities include: · 1. Support the RM in business development. · 2. Working on financial planning, portfolio strategy, documentation, and reporting. · > · Only those candidates can apply who: · 1. are available for ...

Wealth Relationship Manager

2 weeks ago

Job Purpose: · - You will be responsible for meeting the investment needs of clients by offering research-based advice in Mutual Funds (MF), Insurance, Portfolio Management Services (PMS), and Structured Products. · - The role involves actively managing client relationships throu ...

Private Wealth Manager

2 days ago

Provide financial solutions to the wealth customers while maintaining high service standards. · Maintain complete customer profile including the risk profile, demographics and assets in the bank. · Enrich relationships and garner higher wallet share through customer engagement ac ...

Wealth Management Advisor

4 days ago

Job Purpose: · This role is responsible for driving brokerage generation by providing financial advice and investment solutions to High Net Worth Individuals (HNI) regarding their equity and derivative portfolios. · You will play a key role in client acquisition for brokerage ser ...

Wealth Relationship Manager

1 week ago

1. To promote all the product line of Mutual Fund · 2. To up sell Mutual Fund products to Retail/HNI Clients · 3. To generate fresh leads and acquire clients through reference to shore up the clientele · 4. To achieve sales and revenue targets spread across product mix · 5. To ac ...

Wealth Relationship Manager

2 days 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 ...

Relationship Manager Wealth Management

1 week ago

Relationship Manager (WealthManagement)Location : Lower parel Mumbai(Onsite)Experience required: 2year( Work FromOffice)Budget : upto10LPA · JobDescriptionThis role is only for those whoeat breathe & sleep advisory business. There& rsquos nothing in this world that makes you happ ...

AVP/VP Wealth Management

6 days ago

Company Description- · With a strong intellectual base coupled with an un-paralleled bouquet of products and services, AUM Capital is the preferred and trusted advisor for HNIs, Family offices, Corporate Treasuries, and Institutions across India. · We specialize in Wealth managem ...

Private Wealth Management Specialist

1 week ago

Job Title: Private Wealth Management Expert – Fund Raise · Company: Integrow AMC · Location: BKC, Mumbai · Number of openings – 2 · Designation – Manager /AVP · About Us: · Integrow AMC is a leading player in the asset management industry, specializing in managed real estate inve ...

Relationship Manager-First Wealth

1 day ago

Role/Job Title: Relationship Manager-First Wealth · Function/ Department: Branch Banking · Job Purpose: · The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails ...