Sr Wealth Relationship Manager

2 weeks ago

Mumbai, India Leading Financial Services Inc Full time

We are hiring for Wealth HNI and Sr Wealth Managers for leading Wealth Org.Location - Mumbai / Bangalore / Hyderabad.Wealth is a new age and fast-growing broking and wealth management firm, with a vision to bea leading platform for HNIs & UHNIs. It has businesses across lending, WealthManagement, Asset Management, Investment Banking, Institutional & Non-Institutional EquitiesResearch & Broking and Wholesale Debt Market. At present has international presence in Dubai, London and Singapore. We are members of BSE & NSE and DP of CDSL. We aregrowing our footprint aggressively and hence looking for Equity RMs for our PCG / Ultra HNI segment who want to be part of this growth story.ResponsibilitiesDialogue with our clients to understand their business objectives and challengesThe Relationship Manager will be responsible for acquiring & servicing HNIs, family offices, corporates, NRIs, PMS and AIFs for their equity & derivative broking execution requirements.Ability to advice clients on their investments based on analysis of facts in consultation with equity research team and managing their overall financial portfolio and deepening the wallet from existing clients.Track the above set of clientele in the market for new client acquisition.To read, research and update themselves on available investment opportunities in the market.Ability to cross sell other financial products showcased by the wealth teamFinancial Acumen, analytical thinking with an aptitude for relationship managementQualificationsMinimum 4 years of client relationship experienceB.com, MBA, CA, CFAStrong communication and interpersonal skillsCandidate from PCG/Private Banking/Equity/Rm with own AUM preferred minimum 50cr-1cr

  • Sr Wealth Relationship Manager

    2 weeks ago

    Mumbai, India Leading Financial Services Inc Full time

    We are hiring for Wealth HNI and Sr Wealth Managers for leading Wealth Org. Location - Mumbai / Bangalore / Hyderabad. Wealth is a new age and fast-growing broking and wealth management firm, with a vision to be a leading platform for HNIs & UHNIs. It has businesses across lending, Wealth Management, Asset Management, Investment Banking, Institutional &...

  • Sr Wealth Relationship Manager

    2 weeks ago

    Mumbai, India Leading Financial Services Inc Full time

    We are hiring for Wealth HNI and Sr Wealth Managers for leading Wealth Org. Location - Mumbai / Bangalore / Hyderabad. Wealth is a new age and fast-growing broking and wealth management firm, with a vision to be a leading platform for HNIs & UHNIs. It has businesses across lending, Wealth Management, Asset Management, Investment Banking, Institutional &...

  • Sr Wealth Relationship Manager

    1 week ago

    Mumbai, India Leading Financial Services Inc Full time

    We are hiring for Wealth HNI and Sr Wealth Managers for leading Wealth Org. Location - Mumbai / Bangalore / Hyderabad. Wealth is a new age and fast-growing broking and wealth management firm, with a vision to be a leading platform for HNIs & UHNIs. It has businesses across lending, Wealth Management, Asset Management, Investment Banking, Institutional &...

  • Sr Wealth Relationship Manager

    2 weeks ago

    Mumbai, India Leading Financial Services Inc Full time

    We are hiring for Wealth HNI and Sr Wealth Managers for leading Wealth Org.Location - Mumbai / Bangalore / Hyderabad.Wealth is a new age and fast-growing broking and wealth management firm, with a vision to bea leading platform for HNIs & UHNIs. It has businesses across lending, WealthManagement, Asset Management, Investment Banking, Institutional &...

  • Sr Wealth Relationship Manager

    2 weeks ago

    Mumbai, India Leading Financial Services Inc Full time

    We are hiring for Wealth HNI and Sr Wealth Managers for leading Wealth Org.Location - Mumbai / Bangalore / Hyderabad.Wealth is a new age and fast-growing broking and wealth management firm, with a vision to bea leading platform for HNIs & UHNIs. It has businesses across lending, WealthManagement, Asset Management, Investment Banking, Institutional &...

  • Sr Wealth Relationship Manager

    2 weeks ago

    Mumbai, India Leading Financial Services Inc Full time

    We are hiring for Wealth HNI and Sr Wealth Managers for leading Wealth Org.Location - Mumbai / Bangalore / Hyderabad.Wealth is a new age and fast-growing broking and wealth management firm, with a vision to bea leading platform for HNIs & UHNIs. It has businesses across lending, WealthManagement, Asset Management, Investment Banking, Institutional &...

  • Sr Wealth Relationship Manager

    1 week ago

    Mumbai, India Leading Financial Services Inc Full time

    Job Description We are hiring for Wealth HNI and Sr Wealth Managers for leading Wealth Org. Location - Mumbai / Bangalore / Hyderabad. Wealth is a new age and fast-growing broking and wealth management firm, with a vision to be a leading platform for HNIs & UHNIs. It has businesses across lending, Wealth Management, Asset Management, Investment Banking,...

  • Sr Wealth Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Leading Financial Services Inc Full time

    We are hiring for Wealth HNI and Sr Wealth Managers for leading Wealth Org.Location - Mumbai / Bangalore / Hyderabad.Wealth is a new age and fast-growing broking and wealth management firm, with a vision to bea leading platform for HNIs & UHNIs. It has businesses across lending, WealthManagement, Asset Management, Investment Banking, Institutional &...

  • Wealth Manager

    3 weeks ago

    Mumbai, India Stack Wealth Full time

    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 sophisticated investing strategies more accessible, transparent, and aligned with...

  • Wealth Manager

    3 weeks ago

    Mumbai, India Stack Wealth Full time

    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 sophisticated investing strategies more accessible, transparent, and aligned with...