Analyst, Enhance Due Diligence, 1L Fin Crimes, Wealth Management - Mumbai City

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 ...

A Wealth Manager at Shriram Life Insurance focuses on driving sales of annuity and investment products by providing financial planning advice to clients managing portfolios and building long-term relationships. · ...

A chance to step into a sales career in one of the leading private life insurance companies in India. Work with Top 5 companies and enjoy working in India. · ...

We are seeking a highly skilled and motivated Mutual Funds & AIF Specialist/Manager to join our dynamic investment team. · Oversee the management of mutual fund portfolios and AIF products. · Analyze market trends, economic data, and financial reports to inform investment decisio ...

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Portfolio Analysis team to partner with the Business. · As a team Leader in the Portfolio Analysis Group, you w ...

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, · understanding their unique needs, and ensuring th ...

WealthTrust Capital Services is a boutique wealth management and financial planning firm dedicated to helping individuals and families achieve their long-term financial goals with clarity and confidence. With a research-driven approach and commitment to transparency, integrity, · ...

Who are we? · Borderless is a global investing platform that enables retail investors across India, the Middle East, and Southeast Asia to seamlessly invest in mature markets like the US. Our data-driven platform helps investors discover opportunities, track portfolios, and inves ...

Wealth Manager at Great Value Capital (GVC) in Mumbai. · A Category-II Alternative Investment Fund operating in distressed assets with an impressive AUM of INR 2,500 Cr. · Key Responsibilities:Fundraising efforts with a target of INR Cr. · Build relationships with High Net Worth ...

Wealth Manager at Company in Mumbai · Opportunity to work with a dynamic team specializing in distressed assets and special situations. · ...

We are seeking experienced Wealth Relationship Managers with a strong background in financial product sales and wealth management. · Bachelor's degree in Any field (Finance or Management background preferred) · ...

This is a full-time on-site role based in Thane for a Wealth Manager providing financial planning and investment management services tailored to individual client needs. · Expertise in Financial Planning and creating detailed financial strategies · Strong knowledge and experience ...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquirin ...

Broad Spectrum of Duties & Responsibilities: · § Manage the Backend Operations & MIS for Lender and Borrower Backend · § Manage Lender Allocations, Payouts System Entries and Borrower Disbursals MIS · § Support the Channel Partner Team for queries or services, closures etc. · § W ...

As a Private Wealth Manager you will be responsible for acquiring and managing High-Net-Worth clients. · ...

Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. · ...

+Gathering assets for investment products and achieving targets for mapped book. · ...

We are looking for a seasoned pro to lead their Private Wealth business · Driving client acquisition (HNI/UHNI) through networking and market analysis · ...

Affluent Wealth manager · Job description · Responsibilities: · Manage HNIs' wealth through financial planning · Manage portfolio of high net worth clients · Acquire new clients through networking & relationship building · Monitor market trends & risks · Ensure compliance with re ...

Transforming the way Indians get personal finance advice by providing comprehensive financial solutions. · Build strong relationships with clients by understanding their goals and offering personalized financial solutions. · ...

Company Description · Borderless is a global retail banking platform designed for residents of emerging markets such as India, the Middle East, and Southeast Asia, enabling an international lifestyle. With its multi-currency accounts, global investing options, and cross-border pa ...