Enhance Due Diligence, 1L Financial Crime, Director, 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 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. · ...

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. · ...

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 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 ...

Broad Spectrum of Duties & Responsibilities: · § Manage the Backend Operations & MIS for Lender and Borrower Backend · § Manage Lender Allocations, Payouts System Entries and Borrower Disbursals MIS · § Support the Channel Partner Team for queries or services, closures etc. · § W ...

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. · ...

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. · ...

Nuvama Wealth is hiring for below positions for their Digital Business. · ...

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 Managers represent Fincart, helping clients plan and achieve their financial goals. · ...