Wealth Relationship Manager
2 weeks ago
Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services.
Need to ensure growth of AUM or book size.
Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.
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Wealth Relationship Manager
5 days ago
Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full timeResponsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size. Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.
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Product Manager
3 days ago
mumbai, India InCred Wealth Full timeAbout InCred WealthInCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA. The company is part of the InCred Group, which has growing businesses across Retail lending, Wealth Management, Asset Management, Investment Banking...
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Product Manager
4 days ago
mumbai, India InCred Wealth Full timeAbout InCred Wealth InCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA. The company is part of the InCred Group, which has growing businesses across Retail lending, Wealth Management, Asset Management, Investment...
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Product Manager
3 days ago
Mumbai, India InCred Wealth Full timeAbout InCred WealthInCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA. The company is part of the InCred Group, which has growing businesses across Retail lending, Wealth Management, Asset Management, Investment Banking...
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Wealth Relationship Manager
6 days ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeWill be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients...
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Wealth Relationship Manager
2 months ago
mumbai, India Kotak Mahindra Bank Full timeWill be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients...
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Relationship Manager
3 weeks ago
Mumbai, India Prabhudas Lilladher Private Limited Full timeThe position will report into the Branch Head of the Broking and Distribution vertical and lean on the various product leads at PLHO to provide quality services to end clients.1. Client Acquisition and Business Development:Identify and target potential clients, expanding the customer base.Leverage on past contacts and market knowledge to expand the customer...
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Relationship Manager
4 weeks ago
Mumbai, India Prabhudas Lilladher Private Limited Full timeThe position will report into the Branch Head of the Broking and Distribution vertical and lean on the various product leads at PLHO to provide quality services to end clients.1. Client Acquisition and Business Development:Identify and target potential clients, expanding the customer base.Leverage on past contacts and market knowledge to expand the customer...
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Private Wealth
1 month ago
Mumbai, India ICICIdirect Full timeRole & Responsibilities:Job Location: Mumbai/HYderabad/Ludhiana/BengaluruTp build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews...
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Private Wealth
1 month ago
Mumbai, India ICICIdirect Full timeRole & Responsibilities:Job Location: Mumbai/HYderabad/Ludhiana/BengaluruTp build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews...
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Private Wealth
1 month ago
mumbai, India ICICIdirect Full timeRole & Responsibilities: Job Location: Mumbai/HYderabad/Ludhiana/Bengaluru Tp build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio...
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Sr Wealth Relationship Managers
4 weeks ago
Mumbai, India Leading Bank and NBFCs Full timeDear Applicants,We are hiring for Private Banking Relationship managers For Mumbai/Pune/Ahmedabad/Gujrat/Hyd/Bang/Punjab.We are also hiring for NBFCS for similar position - People who worked in Wealth earlier and now in Insurance industry would also be preferred with strong background on wealth.NBFC - Exp required 2-15yrsBanking - 5-20yrsCTC - Best in the...
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Wealth Relationship Manager
1 month ago
Mumbai, India Mintskill HR Solutions LLP Full timeJob DescriptionJob Role:Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be...
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Wealth Relationship Manager
3 weeks ago
Mumbai, India Mintskill HR Solutions LLP Full timeJob DescriptionJob Role:Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be...
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Wealth Manager
3 weeks ago
Mumbai, India LADDERUP WEALTH MANAGEMENT PVT LTD Full timeManager - Wealth Role and Title:Private Wealth Managers reporting to Director or Managing Director.- The Job title would be Manager / Assistant Vice President / Vice President depending on the seniority of the candidate.- The Candidate should be an MBA / CA / CFA with good knowledge of capital markets as well as client handling.- Experience ranging from 5 to...
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Wealth Manager
2 months ago
Mumbai, India LADDERUP WEALTH MANAGEMENT PVT LTD Full timeManager - Wealth Role and Title:Private Wealth Managers reporting to Director or Managing Director.- The Job title would be Manager / Assistant Vice President / Vice President depending on the seniority of the candidate.- The Candidate should be an MBA / CA / CFA with good knowledge of capital markets as well as client handling.- Experience ranging from 5 to...
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Sr Wealth Relationship Managers
3 weeks ago
mumbai, India Leading Bank and NBFCs Full timeDear Applicants,We are hiring for Private Banking Relationship managers For Mumbai/Pune/Ahmedabad/Gujrat/Hyd/Bang/Punjab.We are also hiring for NBFCS for similar position - People who worked in Wealth earlier and now in Insurance industry would also be preferred with strong background on wealth.NBFC - Exp required 2-15yrsBanking - 5-20yrsCTC - Best in the...
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Sr Wealth Relationship Managers
5 days ago
Mumbai, Maharashtra, India Leading Bank and NBFCs Full timeDear Applicants,We are hiring for Private Banking Relationship managers For Mumbai/Pune/Ahmedabad/Gujrat/Hyd/Bang/Punjab.We are also hiring for NBFCS for similar position - People who worked in Wealth earlier and now in Insurance industry would also be preferred with strong background on wealth.NBFC - Exp required 2-15yrsBanking - 5-20yrsCTC - Best in the...
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Business Analyst/ Product Analyst
5 days ago
Mumbai, India InCred Wealth Full timeAbout InCred WealthInCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA. The company is part of the InCred Group, which has growing businesses across Retail lending, Wealth Management, Asset Management, Investment Banking...
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Mumbai, Maharashtra, India Right Tic Full timeRole-Relationship Manager – Sales (Wealth Management)Salary-As per industry standardFull Time We are open for RMs at various experience levels, internal designation will vary between Senior Manager to Vice President, depending on experience, CTC parity and other factors. The role holder will be responsible for acquiring NTF (new to the firm) clients,...