Wealth Manager - Mumbai, Maharashtra

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 · ...

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 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. · ...

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

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 ...

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 ...

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> ...

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

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 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. · ...

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 ...

Wealth Manager · A key responsibility is acquiring, managing, and growing client relationships through holistic wealth management solutions. · Client Acquisition & Relationship Management: Acquire new clients via referrals or business development activities. · Investment Advisory ...

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 ...

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 ...

The Wealth Manager is responsible for acquiring, managing, and growing client relationships by providing holistic wealth management solutions. · * Acquire and onboard new clients through referrals, networks, and business development activities* Build and maintain long-term relati ...

Weareseekingahighlyskilledandexperiencedpassionatesrwealthmanagertojoinourteam. · Theidealcandidatewillhaveadeepunderstandingofwealthmanagementexceptionalinterpersonalskillsandaproventrackrecordofmanagingandgrowingclientrelationships. · Thisroleinvolvesworkingcloselywithclients t ...

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 ...

We are looking for Wealth Manager - Mutual Fund. · Wealth Managers lead sales strategy and execution to meet revenue targets through new client acquisitions and cross-sellings. They manage and liaise with clients to drive business growth. ...