Wealth Management - Mumbai

Senior Wealth Leadership | HNI/UHNI Vertical · Location: Mumbai / Bangalore / Hyderabad · Experience: 10–20+ Years · Employment Type: Full-Time | Senior Leadership · Confidential Leadership Search – Leading NBFC · We are advising one of India's leading NBFC platforms on a strate ...

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 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 ...

Job Title: · Insurance Relationship Manager – Wealth Management · Location: · Mumbai · Experience: · 2–5 Years · Qualification: · Graduate / Post Graduate (Finance, Commerce or related field preferred) · Job Responsibilities: · Support the · Wealth Management team · in driving · ...

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. ...

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. · ...

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

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 ...

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 · ...

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. · ...

Project Manager – Wealth Credit Transaction Management – Financial Services- Global banks – 3-9 Years - Chennai/Mumbai · 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 ...

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. · ...

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 ...

Onboard, manage HNI/UHNI clients, delivering tailored wealth solutions aligned to family goals. Collaborate investment, finance, legal teams; support estate, governance, investment decisions. Ensure compliance, reporting, service excellence. · Required Candidate profile · priva ...

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

Wealth Manager Manage and grow a portfolio. · Provide financial solutions across mutual funds insurance and other investment products. · Fo&#160;cus on client acquisition relationship building and deal closure. · &#160; · <br></h2> ...

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

This role is responsible for onboarding new clients and managing relationships with high-net-worth families. · Anticipate client needs and provide tailored solutions aligned with family goals and values. · Collaborate with investment managers, finance, and legal teams to deliver ...