Sr Wealth Manager

4 weeks ago

Mumbai Maharashtra India, Maharashtra Talent Leads HR Solutions Pvt Ltd Full time

Job Description (Wealth Sales): 250 CR AUM only investment (MF/ PMS / AIF)

  • Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.
  • Understand clients’ financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.
  • Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs.
  • Work closely with internal product specialists (investment advisors, insurance experts, etc.) to deliver comprehensive financial solutions.
  • Proactively identify new business opportunities through referrals, networking, and cross-selling.
  • Stay updated on market trends, financial products, and regulatory changes to provide up-to-date advice.
  • Ensure compliance with regulatory and internal risk management policies.
  • Prepare and present periodic performance reports to clients.
  • Achieve sales and revenue targets as set by the business.

  • Private Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India Coheron Wealth Full time ₹ 2,50,000 - ₹ 7,50,000 per year

    Looking for Wealth Managers with atleast 8 years of relevant work experience

  • Private Wealth Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Company DescriptionNuvama wealth pvt ltdRole DescriptionThis is a full-time on-site role for a Private Wealth Relationship Manager located in Mumbai. The Private Wealth Relationship Manager will be responsible for managing and growing client relationships, conducting financial planning, and providing investment management and estate planning services. The...

  • Private Wealth Manager

    1 week ago

    Mumbai, Maharashtra, India SMC Private Wealth Full time ₹ 20,00,000 - ₹ 10,00,00,000 per year

    Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerWorking Days: Monday to FridayRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on...

  • Sr. Wealth Relationship Manager

    1 week ago

    Mumbai, Maharashtra, India Talent Corner HR Services Pvt Ltd Full time ₹ 8,00,000 - ₹ 24,00,000 per year

    Sr. Wealth Relationship Manager :We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Wealth Relationship Manager.5+ years of experience in Wealth Management -RM/Financial Planning/ProductKey Responsibilities:• Experience in Wealth Management Company/ division• Client first approach with focus on providing the right...

  • Sr. Relationship Manager/Wealth Management

    6 days ago

    Mumbai, Maharashtra, India Job24by7 Full time ₹ 8,00,000 - ₹ 24,00,000 per year

    Job Title: Sr. Relationship Manager - Wealth ManagementLocation: Mumbai/PuneDepartment: Wealth ManagementExperience: 5-8 yearsRole OverviewAs aSr.Relationship Manager - Wealth Management, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients' goals, and offer...

  • Wealth Management

    3 days ago

    Mumbai, Maharashtra, India Talengage Full time ₹ 1,20,000 - ₹ 1,80,000 per year

    Client - Our client a leading NBFCPosition -Regional Head / Cluster Head - Wealth ManagementExperience - Wealth Management / Private BankingLocations - Delhi / Mumbai /Ahmedabad / Pune / KolkataExperience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector.Responsible for driving teams to exceed...

  • B2B RM Wealth Management

    6 days ago

    Mumbai, Maharashtra, India Satco Wealth Private Limited Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Job Title:B-2-B Relationship Manager – Wealth ManagementReports to:AVP, Business HeadCTC Range:₹4 – 6 lacs per annumSkills RequiredGood communication and interpersonal skillsProficiency in MS Excel, Word, and PowerPointStrong networking and relationship-building abilityResult-oriented and a committed team playerEnergetic individual with excellent...

  • Wealth Advisor

    1 week ago

    Mumbai, Maharashtra, India Equentis Wealth Advisory Services Limited Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Wealth Advisor Role Responsibilities: • Advise clients on investment opportunities in equity space. • Develop tailored wealth management strategies aligned with client goals & risk appetite. • Analyze financial data and deliver actionable insights. • Build and maintain long-term client relationships. Qualifications: • Strong...

  • r/AVP - Wealth Management

    2 weeks ago

    Mumbai, Maharashtra, India Borderless Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionBorderless helps retail investors in India, Middle East, and South-East Asia globalize their savings and wealth by investing in mature international markets such as the US. ISO Certified 27001: 2022, Borderless allows users to digitally open, own, and operate overseas investing accounts. Utilizing big data-based automated research and...

  • Private Wealth Manager

    4 weeks ago

    Mumbai, Maharashtra, India, Maharashtra equentis Full time

    Location – Bangalore/MumbaiPosition: PMS Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client Meetings or...