Wealth Partner - Mumbai

We are looking for an experienced wealth professional who has built strong client relationships and is now ready to take the next step taking ownership of their client relationships · If youve always been the go-to person for your clients financial needs this is your opportunity ...

Wealth RMs will acquire and deepen relationships with high net worth clients to grow portfolio management. · HNI UHNI Portfolio Management. · Generate Revenue by promoting Mutual Funds · ...

We are hiring for the role of Partners / Preferred Wealth Relationship Manager. The incumbent will manage high-value client relationships while delivering customized financial solutions. · Client acquisition through networking, referrals, and market leads; · Conducting financial ...

We are hiring for the role of Partners / Wealth Relationship Manager. · ...

The candidate will be responsible for HNI UHNI Portfolio Management and generating revenue by promoting Mutual Funds PMS AIF Equity. They will also network and cultivate a good relationship with clients. · ...

+ Job summary: Wealth Relationship Manager is responsible for acquiring, enhancing, deepening and retention of HNI UHNI Portfolio Management. They generate revenue by promoting Mutual Funds , PMS, AIF, Equity. + Responsibilities: HNI UHNI Portfolio Management · Generate Revenue b ...

HNI UHNI Portfolio Management Acquiring Enhancing Deepening and Retention Generate Revenue by promoting Mutual Funds MF PMS AIF Equity Networking and cultivating a good relationship with the clients Knowledge of Equity and Debt based products Loans Exceptional Selling Skills Soft ...

HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). · Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. · Networking and cultivating a good relationship with the clients. · Knowledge of - Equity and Debt based products , Loans · Excepti ...

Kredere Wealth Partner: · Kredere Wealth Partner is a Wealth Management Boutique, founded and managed by a group of professionals with over 50 cumulative years of experience, and diverse skill sets. While the nucleus of our offering is Wealth Advisory and Management, we also prov ...

This is a job summary paragraph summarizing the job. · Display exemplary conduct and live by the Group's Values and Code of Conduct. · Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered ...

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). · 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. · 3) Networking and cultivating a good relationship with the clients. · 4) Knowledge of - Equity and Debt based products , Loa ...

Wealth Advisory and Management is the nucleus of our offering while we also provide niche services through a network of leading specialists spanning verticals like Risk Profiling Asset Allocation Investment Advisory and Execution Rationalisation and Optimisation of Tax Family Adv ...

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. · Maintaining high client satis ...

Consolidating, analysing and reviewing existing portfolios, Conducting in-depth risk analysis and due diligence of investments. Creating PowerPoint presentations of client portfolios and recommendations. Interacting with clients to understand and resolve queries. Liaising with cl ...

Provide support to Clients and Relationship Managers for investment-related activities across all asset classes and investment products. · KYC Documentation & Processing. · Checking CKYC Compliance. · Transfer, Gift and Transmission of Funds. · Demat, Broking and F&O Account ...

We are looking for an experienced professional to drive Wealth Sales & Distribution through strong relationship management with Distribution Partners and Existing Partners. · ...

Drive business from assigned Private Banking, Wealth Management, and Family Office relationships through deep engagement product positioning superior service delivery. · ...

Drive business from assigned Private Banking, Wealth Management, and Family Office relationships through deep engagement, product positioning, and superior service delivery. · ...

Finhaat Wealth Acquisition Executive will be responsible for onboarding Individual Partners and Institutional Partners(Financial Product Distributors/ ARN Holder). The role includes calling, meeting, e-meeting existing ARN holders as well as potential leads who are open to be bec ...

At NJ Wealth we believe wealth is not just about accumulationit's about creating a lasting legacy. · ...