Wealth Manager - Mumbai - Crescendo Global

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. · ...

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 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. ...

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. ...

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 ...

The Relationship Manager/Wealth Manager will manage client portfolios and generate revenue through advisory and distribution of equity and investment products · Responsibilities include client acquisition, retention, cross-selling mutual funds, PMS, insurance, bonds, and structur ...

Location – Bangalore/Mumbai · Position: Wealth Manager · Broader Role / Responsibilities: · Acquisition of Wealth Clients: · 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads · of Affluent & Super Affluent client base from the existing pool of clie ...

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 ...

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 contract role for a wealth manager based on-site in Mumbai.The wealth manager will be responsible for developing comprehensive financial plans for clients and managing investment portfolios tailored to their goals. · ...

Wealth Manager - Fixed Income, the role is focused on acquiring new clients in Mumbai, closing investment business, and ensuring a smooth onboarding handoff to operations/advisory teams. · New client acquisition: Identify, reach out to, and convert prospective clients through cal ...

Role - Wealth Manager - HNI Sales · Exp - 1 yr+ · Location - Mumbai · Requirement: · HNI Sales · Ultra HNI · B2C · Relationship Manager · PMS, Mutual Fund , Broking ,Insurance , Bonds / Equity · Generate new business · BOND , AIF , LI MLD , UNLISTED SHARE ...

WealthTrust Capital Services redefines wealth management by crafting financial strategies that align seamlessly with the life goals of our clients. This is an on-site full-time role for a Wealth Manager & Business Development professional. · ...

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 bankingfinancial needs Relationship Management profile involving acquiring growing ...

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 ...

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

We are looking for Wealth Manager - Mutual Fund. · Wealth Managers lead sales strategy and execution to meet revenue targets through new client acquisitions and cross-sellings. They manage and liaise with clients to drive business growth. ...

The Regional Manager Wealth is the face of the business responsible for acquiring managing and retaining High Net Worth HNI clients. · ...