Private Wealth Relationship Manager

4 weeks ago

mumbai, India Merito Full time

Roles and Responsibilities :

About Client:

 

Our client is leading Indian investment services company having wide array of products and services such as distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning.

 

Roles and Responsibilities :

 

·       Acquire new clients, generate revenue, and maintain relationships with High-Net-Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI), Corporate Treasuries.

·       Enhance and build on Existing Bank tie-ups.

·       Offer comprehensive wealth management services.

·       Enhance the relationship value of existing customers.

·       Ensure increased wallet share to prevent devaluation of securities.

·       Analyze client portfolios, assess risk appetite, and provide tailored advice on wealth products.

 

Location :

 

Mumbai, Pune, Hyderabad, Bangalore, Delhi, Chennai, Coimbatore, Kerala, Kolkata, Nashik.

 


Requirements

Qualification :

 

·       MBA Finance, CA, CS or with relevant work experience in managing Investment Products. (2 -15 years of experience)

 

·       Proficiency related to wealth products (e.g., Mutual funds, PMS’s, AIF’s, Structured Products, Direct Equities, Offshore investments, Risk protection management solutions).

·       Build and maintain an extensive external network to stay connected with clients.

·       Demonstrate a service-oriented attitude, delivering smooth and superior service.

·       Ability to analyse client data, market trends, and stay updated on current market conditions.

·       Proven track record in sales, particularly in private banking or wealth management sector.

·       Strong interpersonal and communication skills.

·       Relevant financial certifications or qualifications (e.g., CFP, CFA) is a plus.

·       Knowledge of regulatory compliance in the financial services industry.

·       Excellent organizational and time-management skills.


Benefits Fixed + Lucrative Incentives.

  • Private Wealth

    2 days ago

    mumbai, India ICICIdirect Full time

    Role & 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...

  • Private Wealth

    2 days ago

    Mumbai, India ICICIdirect Full time

    Role & 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...

  • Private Wealth

    10 hours ago

    Mumbai, India ICICIdirect Full time

    Role & 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...

  • Private Wealth Relationship Manager

    4 weeks ago

    Mumbai, India Merito Full time

    Roles and Responsibilities:About Client: Our client is leading Indian investment services company having wide array of products and services such as distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning. Roles and Responsibilities: ·       Acquire new clients, generate revenue, and maintain...

  • Avp- Private Wealth

    4 weeks ago

    Mumbai, India SearchLight HR Services Pvt. Ltd Full time

    Happy to present a senior role with a fast growing fintech in the wealth management domain. Our client is growing exponentially in their journey to become a unicorn by 2024-2025 **Greetings from SearchLight HR Pvt. Ltd!!!** We are a professionally managed Executive search company with experience in building successful careers and successful organizations....

  • Private Wealth Management Specialist

    1 week ago

    mumbai, India Integrow Asset Management Full time

    Job Title: Private Wealth Management Expert – Fund RaiseCompany: Integrow AMCLocation: BKC, MumbaiNumber of openings – 2Designation – Manager /AVPAbout Us:Integrow AMC is a leading player in the asset management industry, specializing in managed real estate investment strategies. With a proven track record of success and a commitment to delivering...

  • Private Wealth Management Specialist

    1 week ago

    Mumbai, India Integrow Asset Management Full time

    Job Title: Private Wealth Management Expert – Fund Raise Company: Integrow AMCLocation: BKC, MumbaiNumber of openings – 2Designation – Manager /AVP About Us:Integrow AMC is a leading player in the asset management industry, specializing in managed real estate investment strategies. With a proven track record of success and a commitment to delivering...

  • Private Wealth Management Specialist

    1 week ago

    Mumbai, India Integrow Asset Management Full time

    Job Title: Private Wealth Management Expert – Fund Raise Company: Integrow AMCLocation: BKC, MumbaiNumber of openings – 2Designation – Manager /AVP About Us:Integrow AMC is a leading player in the asset management industry, specializing in managed real estate investment strategies. With a proven track record of success and a commitment to delivering...

  • Private Wealth Management Specialist

    1 week ago

    mumbai, India Integrow Asset Management Full time

    Job Title: Private Wealth Management Expert – Fund Raise Company: Integrow AMC Location: BKC, Mumbai Number of openings – 2 Designation – Manager /AVP About Us: Integrow AMC is a leading player in the asset management industry, specializing in managed real estate investment strategies. With a proven track record of success and a commitment to...

  • Private Wealth Relationship Manager

    4 weeks ago

    Mumbai, India Merito Full time

    Job DescriptionRoles and Responsibilities:About Client: Our client is leading Indian investment services company having wide array of products and services such as distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning. Roles and Responsibilities: ·       Acquire new clients, generate revenue, and...

  • Wealth Manager

    4 weeks ago

    Mumbai, India PINC Wealth Full time

    We are looking to hireWealth Managerfor ourWealth & Asset Management division,who would offer financial advice and services to clients that will assist them in their financial endeavor's.Scope of Role· Responsible to identify and cultivate prospects and/or client needs, assessing their risk appetite and providing them investment options.· Should Initiate...

  • Wealth Manager

    4 weeks ago

    mumbai, India PINC Wealth Full time

    We are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients that will assist them in their financial endeavor's.Scope of Role· Responsible to identify and cultivate prospects and/or client needs, assessing their risk appetite and providing them investment options.· Should...

  • Wealth Manager

    4 weeks ago

    Mumbai, India PINC Wealth Full time

    We are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients that will assist them in their financial endeavor's.Scope of Role· Responsible to identify and cultivate prospects and/or client needs, assessing their risk appetite and providing them investment options.· Should...

  • Wealth Manager

    1 month ago

    Mumbai, India PINC Wealth Full time

    We are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients that will assist them in their financial endeavor's.Scope of Role· Responsible to identify and cultivate prospects and/or client needs, assessing their risk appetite and providing them investment options.· Should...

  • Wealth Manager

    4 weeks ago

    Mumbai, India PINC Wealth Full time

    We are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients that will assist them in their financial endeavor's. Scope of Role · Responsible to identify and cultivate prospects and/or client needs, assessing their risk appetite and providing them investment options. · Should...

  • Wealth Manager

    3 days ago

    Mumbai, India Equuentis Full time

    Currently we have anexcellent opportunity with a fast growing SEBI registered fintechin the wealth management domain. The company is growingexponentially in their journey to become a unicorn by 2024 25. Theclient has 12 Lakh registered customers on their fintechplatform.Totalemployee headcount 400 employees (PanIndia)HeadOffice 8 Offices in Mumbai Delhi...

  • Wealth Manager

    2 days ago

    mumbai, India Equuentis Full time

    Currently we have anexcellent opportunity with a fast growing SEBI registered fintechin the wealth management domain. The company is growingexponentially in their journey to become a unicorn by 2024 25. Theclient has 12 Lakh registered customers on their fintechplatform. Totalemployee headcount 400 employees (PanIndia)HeadOffice 8 Offices in Mumbai Delhi...

  • Relationship Manager

    4 weeks ago

    Mumbai, India Riverforest Connections Private Limited Full time

    PositionRelationship Manager Private Banking JobPurposeToenhance business development as per the set objectives of the bankand ensure quality service to the customers through wealthmanagementtechniquesRole &Responsibilities Acquisition of new Ultra HNI clients ( AUM INR 100Crores) for Third Party (Wealth) and Banking Products.Ensure Customer level...

  • Relationship Manager

    2 weeks ago

    Mumbai, India Circle Wealth Advisors Private Limited Full time

    Company DescriptionCircle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations.Role DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The RM...

  • Relationship Manager

    3 weeks ago

    mumbai, India Circle Wealth Advisors Private Limited Full time

    Company Description Circle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations. Role Description This is a full-time on-site role for a Relationship Manager located in Mumbai....