Product Owner, Platforms, Associate, Wealth Management - Mumbai, Maharashtra

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. · ...

Wealth Manager job purpose is to cater to investment needs of mass affluent clients by recommending products like MF,PMS,AIF,PE,Bonds and Equity Advisory Products. · Cater to investment needs of mass affluent clients. · Meet the required AUM investor acquisition and AUM targets f ...

We have an exciting opportunity for you in one of the leading Indian financial company. · position: wealth manager · Wealth ManagerCandidate should have exp handling HNI and UHNI ClientsCandidate should move a minimum book size of 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 ...

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. ...

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. · ...

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 that involves managing and expanding the portfolio of private wealth clients, overseeing a team of wealth managers, and ensuring high-quality service delivery. · Experience in private wealth management, portfolio management, and client relationshi ...

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. · ...

Nuvama Wealth is hiring for below positions. · Catering to the investment needs of clients by providing them researchbased advice in Wealth products, · Manage HNI & UHNI clients through client visits, suggest financial products to the clients and achieve business target., · Ident ...

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

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

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 · ...

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

We are seeking a highly skilled and experienced passionate Wealth Manager to join our team. · ...

As a Wealth Manager at Equentis, you will focus on acquiring and advising high net worth individuals (HNIs) across various wealth management firms. · The role involves building relationships with affluent clients through client meetings or virtual presentations while maintaining ...

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 ...

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

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 ...

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 ...