Wealth Manager - Navi Mumbai - confidential

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

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

The incumbent will be responsible for managing and growing high-value client relationships while delivering customized financial solutions. · Candidates must ensure strict adherence to regulatory guidelines, KYC norms, and internal audit standards., Client acquisition through net ...

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. · ...

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

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 ...

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

Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. · Achieve the Targets set in terms of product mix. · 360 degree coverage of client needs across his personal & business banking/financial needs. · Relationship Management profile involving acquir ...

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 ...

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 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. · ...

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 ...

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. ...

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. ...

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 · ...

About us: · Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few, and we're building a wealth-tech platform to make sophisti ...

Wealth Manager / Relationship Manager – Wealth Management Responsible for client acquisition relationship management and portfolio advisory for Retail HNI and UHNI clients. · Acquire manage and retain Retail / HNI / UHNI clients · Build grow Assets Under Management (AUM) as per b ...

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. ...

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 ...

This is a full-time Wealth Manager role located in Mumbai. The Wealth Manager will be responsible for providing financial planning services and managing client portfolios. · ...