Wealth Manager - Mumbai, Maharashtra

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. ...

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 ...

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 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 · ...

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 ...

About us: · Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few, and we're building a wealth-tech platform to make sophisti ...

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 ...

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. · ...

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 · ...

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 ...

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

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 ...

Location – Bangalore/Mumbai · Position: Wealth Manager · Broader Role / Responsibilities: · Acquisition of Wealth Clients: · Wealth Manager will be responsible for acquiring & advising HNI clients. Leads · of Affluent & Super Affluent client base from the existing pool of clients ...

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 ...

Unlisted Shares will be responsible for identifying, acquiring, and managing relationships with UHNIs family offices, wealth managers, and institutional investors for the purpose of marketing and distributing pre-IPO and unlisted equity opportunities · ...

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> ...

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 ...

Wealth manager responsible for building and nurturing strong relationships with high-net-worth clients providing expert financial advice and personalized wealth management solutions. · ...

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