Wealth Manager

4 weeks ago

Mumbai, India Moneyfrog Financial Services Pvt. Ltd. Full time

Job Description: Relationship Manager - Wealth Experienced (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 Funds, Stock Markets, associated risks, financial terminologies, and portfolio management. Education: Bachelor's degree in Commerce (B.Com) or MBA in Finance with knowledge of Mutual Funds. Regulatory/Other Certifications: Chartered Wealth Manager (CWM),Certified Financial Planner (CFP), or AMFI Mutual Funds certification, or NISM Dealer Module. Role Overview: The Relationship Manager - Wealth will be responsible for managing and growing a portfolio of High Net Worth Individual (HNI) clients by providing expert investment advice, wealth planning, and tailored financial solutions. The role involves client acquisition through various marketing strategies and delivering personalized investment recommendations. Key Responsibilities: Build and maintain strong relationships with HNI clients. Provide expert advice on Mutual Funds, Equities, Bonds, Insurance, and other investment products. Conduct regular portfolio reviews and risk assessments. Identify and onboard new clients to expand the business portfolio. Offer customized investment and financial planning solutions. Stay updated on market trends, financial products, and regulatory changes.

  • Wealth Manager

    1 week ago

    Mumbai, India Dalmia Wealth Pvt Ltd Full time

    Company DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and...

  • Wealth Manager

    1 week ago

    Mumbai, India Dalmia Wealth Pvt Ltd Full time

    Company Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business  and looking for driven Relationship Managers  to onboard HNI, NRI,...

  • Wealth Manager

    1 week ago

    Mumbai, India Dalmia Wealth Pvt Ltd Full time

    Company DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and...

  • Wealth Manager

    1 week ago

    mumbai, India Dalmia Wealth Pvt Ltd Full time

    Company DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and...

  • Wealth Manager

    1 week ago

    Mumbai, India Dalmia Wealth Pvt Ltd Full time

    Company Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and...

  • Wealth Manager

    1 week ago

    Mumbai, India Dalmia Wealth Pvt Ltd Full time

    Company DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and...

  • Wealth Manager

    1 week ago

    Mumbai, India Dalmia Wealth Pvt Ltd Full time

    Company Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business  and looking for driven Relationship Managers  to onboard HNI, NRI,...

  • Wealth Manager

    4 weeks ago

    Mumbai, India Dalmia Wealth Pvt Ltd Full time

    Company DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its  wealth distribution business  and looking for driven  Relationship Managers  to onboard HNI, NRI,...

  • Wealth Manager

    4 weeks ago

    Mumbai, India Dalmia Wealth Pvt Ltd Full time

    Company Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its  wealth distribution business  and looking for driven  Relationship Managers  to onboard HNI,...

  • Wealth Manager

    4 weeks ago

    Mumbai, India Dalmia Wealth Pvt Ltd Full time

    Company DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and...