Wealth Manager - Mumbai, Maharashtra

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. ...

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 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. · ...

Wealth Manager for renowned AMC in Bank Channel Mumbai to manage and grow relationships with existing HNI and UHNI clients with Mutual Funds PMS AIFs and alternate asset strategies. · ...

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 ...

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 ...

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. · ...

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 · ...

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 ...

Address Personal Banking Business Banking Wealth & Insurance needs of HNI clients Achieve the Targets set in terms of product mix 360 degree coverage of client needs across his personal & business bankingfinancial needs Relationship Management profile involving acquiring growing ...

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

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 ...

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> ...

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 ...

The Regional Manager Wealth is the face of the business responsible for acquiring managing and retaining High Net Worth HNI clients. · ...

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

Wealth Manager for HNI Sales role required. · HNI Sales · Ultra HNI · B2C Relationship Manager · ...