Wealth Relationship Manager
3 weeks ago
Dear Applicants,
We are hiring for Leading bank in Mumbai-Central-Western-South Mumbai. Candidates with Banking or NBFCs with 5 years of min exp can apply. Job Description as below.
We are actively hiring for Yes bank - Mumbai -Western -central and South Mumbai.
About the Company
Leading bank located in Mumbai.
About the Role
This is a full-time, on-site role for a Relationship Manager role. The Relationship Manager will be responsible for managing and growing relationships with high-net-worth clients, providing personalized banking solutions, and ensuring exceptional customer service. Daily tasks include assessing clients' financial needs, offering tailored financial products, maintaining a high level of client satisfaction, and achieving business targets.
Responsibilities
- Managing and growing relationships with high-net-worth clients
- Providing personalized banking solutions
- Ensuring exceptional customer service
- Assessing clients' financial needs
- Offering tailored financial products
- Maintaining a high level of client satisfaction
- Achieving business targets
Qualifications
- Bachelor's degree in Finance, Business Administration, or related field
Required Skills
- Strong client relationship management and customer service skills
- Experience in financial products and services, including retail banking, wealth management, and investment advisory
- Excellent communication, negotiation, and interpersonal skills
- Ability to analyze financial data and market trends to offer tailored solutions
- Proven track record in achieving business targets and driving growth
- Proficiency in using banking software and CRM systems
- Relevant certifications (e.g., CFP, CFA) are a plus
```
-
Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeCompany Description Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...
-
Wealth Manager
4 weeks ago
Mumbai, Maharashtra, India Stack Wealth Full timeAbout 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 sophisticated investing strategies more accessible, transparent, and aligned with...
-
Wealth Manager
4 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business-Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the clients...
-
Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India Stack Wealth Full timeAbout 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 sophisticated investing strategies more accessible, transparent, and aligned with...
-
Wealth Manager
5 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business- Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the...
-
Urgent Wealth Manager
4 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business-Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the clients...
-
Relationship Manager
2 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeOnline Activation Desk for B2B BusinessRole Overview:We are looking for a driven and proactive Partner Activation Specialist to re-engage and activate dormant/inactive partners mapped under our B2B channel. The ideal candidate will have a solid understanding of wealth products, especially NCDs, Corporate FDs, and other fixed income offerings, and should be...
-
Sr Wealth Relationship Manager
2 days ago
Mumbai, Maharashtra, India Leading Private Bank Full timeWe are hiring For Sr Wealth Relationship Manager leading Private
-
Wealth Management Analyst
2 days ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeWe're Hiring: Analyst | Neo Wealth and Asset ManagementAre you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios?Neo Group is looking for Analysts to join our high-performing teams in Wealth ManagementRole: Portfolio Analyst Location: Mumbai Experience: 2-4 years...
-
Wealth Manager
4 weeks ago
Mumbai, Maharashtra, India Moneyfrog Financial Services Pvt. Ltd. Full timeJob Description: Relationship Manager - WealthExperienced (Minimum 3 years): Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments.Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual...
