Executive-Business Development for Wealth Management - Mumbai

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. · ...

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. ...

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 ...

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 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 (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. ...

Wealth manager for B2C sales with renowned AMC in Mumbai to manage and grow relationships with existing clients using mutual funds and alternate asset strategies. · Manage and grow relationships with existing HNI and UHNI clients. · Preferred candidate profile: graduate with mini ...

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 / 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 ...

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 ...

Motilal Oswal Private Wealth delivers expert wealth management services through a research-based approach and open architecture framework. · ...

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. · ...

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 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 ...

We Have Urgent OPEN Position For Wealth Manager · Exp Required: MBA Fresher or Marketing sales ...

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 required with experience in managing HNI/UHNI clients and growing AUM. · Develop and maintain an AUM of INR 50 Cr and above · Provide end-to-end investment advisory services · ...

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 ...

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 ...

Job Summary: · We are seeking a dynamic and results-driven Relationship Manager to manage high-value client relationships and offer personalized life insurance solutions to HNIs and affluent customers. The role involves meeting clients, understanding their financial and insurance ...