Private Wealth Manager

Found in: Whatjobs IN C2 - 2 weeks ago

Mumbai, India TATA AIG General Insurance Company Limited Full time
Tata AIG General Insurance Company Limited is a joint venture between Tata Group and American International Group (AIG). Since its set-up in 2001, the Company has grown strongly to emerge as the preferred private general insurance company in India with several pioneering firsts to its credit. Driven by a mission to create better tomorrows for Customers by delivering trustworthy and innovative risk solutions, Tata AIG’s broad portfolio of protection covers are backed by years of professional expertise in product offerings, exceptional service capabilities and seamless claims process management.We are currently seeking passionate individuals who are eager to make a meaningful impact in the world of insurance. If you’re looking for a rewarding career that combines cutting-edge technology, customer-centric solutions, and a commitment to excellence, you have come to the right place. Explore our exciting opportunity below and be part of an organization that is shaping the future of insurance.

Job Title:

Senior Manager - Private Client Group (Private Wealth Management)

Location:

Lowerparel, Mumbai

Job Description:

In this role at Tata AIG, you will:

Business Development

for Private Client Group (PCG product) - such as exploring new business opportunities, activating channels, managing channel relationships, and maintaining client relationshipsUnderwriting and Quotation Management of PCG productClient Servicing and Retention managementThe person will be responsible for growing PCG book in West Zone (Maharashtra excluding Gujarat ) which will be mainly driven through Mumbai, Pune & Nashik and will be in charge of managing the PCG P&L of this location including LRThe role will require the person to travel frequently

Qualifications:

To excel in this position, you should possess:

Min 5-6 years experience in financial service industry (preferable experience in techno-commercial sales or wealth management)Experience in handling Ultra HNI clientUnderstanding of Insurance / Financial ProductsInsurance P& L KnowledgeGood communication and inter-personal skills

How to Apply:

If you are excited to be part of a team dedicated to innovation and excellence, please submit your resume by applying to this job post. We look forward to reviewing your application and welcoming you to Tata AIG, where your skills and ambitions can thrive.

Tata AIG is an equal opportunity employer, and we encourage candidates from all backgrounds to apply for this role.

  • Private Wealth Manager

    Found in: Whatjobs IN C2 - 1 day ago

    mumbai, India Talent Corner HR Services Pvt Ltd Full time

    Job Role: Private Wealth ManagerLocation : MumbaiResponsibilities:Sourcing of new clients : Aim on exploring one’s existing client base including natural market to set up a good foundation for the career ahead. Aim to build new AUM as well as expand & deepen existing relationships to enhance the overall AUM.Managing Relationships: Undertake complete...

  • Private Wealth Manager

    Found in: Whatjobs IN C2 - 2 weeks ago

    mumbai, India TATA AIG General Insurance Company Limited Full time

    Tata AIG General Insurance Company Limited is a joint venture between Tata Group and American International Group (AIG). Since its set-up in 2001, the Company has grown strongly to emerge as the preferred private general insurance company in India with several pioneering firsts to its credit. Driven by a mission to create better tomorrows for Customers by...

  • Avp-private Wealth

    5 days ago

    Mumbai, India Searchlight HR Services Full time

    **Currently we have an excellent opportunity with a fast growing SEBI registered fintech in the wealth management domain. The company is growing exponentially in their journey to become a unicorn by 2024 -25. The client has 10 Lakh registered customers on their fintech platform.** **Location - Mumbai - Lower Parel** **Position: AVP/VP - Private wealth -...

  • Private Wealth Manager

    Found in: Whatjobs IN C2 - 4 days ago

    mumbai, India Talent Corner HR Services Pvt Ltd Full time

    Job Role: Private Wealth Manager Location : Mumbai Responsibilities: Sourcing of new clients : Aim on exploring one’s existing client base including natural market to set up a good foundation for the career ahead. Aim to build new AUM as well as expand & deepen existing relationships to enhance the overall AUM. Managing Relationships: Undertake...

  • Private Wealth Manager

    Found in: Talent IN 2A C2 - 5 days ago

    Mumbai, India Talent Corner HR Services Pvt Ltd Full time

    Job Role: Private Wealth ManagerLocation : Mumbai Responsibilities: Sourcing of new clients: Aim on exploring one’s existing client base including natural market to set up a good foundation for the career ahead. Aim to build new AUM as well as expand & deepen existing relationships to enhance the overall AUM. Managing Relationships: Undertake complete...

  • Private Wealth Manager

    Found in: Appcast Linkedin IN C2 - 5 days ago

    Mumbai, India Talent Corner HR Services Pvt Ltd Full time

    Job Role: Private Wealth ManagerLocation : Mumbai Responsibilities: Sourcing of new clients: Aim on exploring one’s existing client base including natural market to set up a good foundation for the career ahead. Aim to build new AUM as well as expand & deepen existing relationships to enhance the overall AUM. Managing Relationships: Undertake complete...

  • Private Wealth Manager

    Found in: Whatjobs IN C2 - 2 weeks ago

    Mumbai, India TATA AIG General Insurance Company Limited Full time

    Tata AIG General Insurance Company Limited is a joint venture between Tata Group and American International Group (AIG). Since its set-up in 2001, the Company has grown strongly to emerge as the preferred private general insurance company in India with several pioneering firsts to its credit. Driven by a mission to create better tomorrows for Customers by...

  • Private Wealth Manager

    Found in: Appcast Linkedin IN C2 - 2 weeks ago

    Mumbai, India TATA AIG General Insurance Company Limited Full time

    Tata AIG General Insurance Company Limited is a joint venture between Tata Group and American International Group (AIG). Since its set-up in 2001, the Company has grown strongly to emerge as the preferred private general insurance company in India with several pioneering firsts to its credit. Driven by a mission to create better tomorrows for Customers by...

  • Private Wealth Manager

    Found in: Talent IN 2A C2 - 2 weeks ago

    Mumbai, India TATA AIG General Insurance Company Limited Full time

    Tata AIG General Insurance Company Limited is a joint venture between Tata Group and American International Group (AIG). Since its set-up in 2001, the Company has grown strongly to emerge as the preferred private general insurance company in India with several pioneering firsts to its credit. Driven by a mission to create better tomorrows for Customers by...

  • Wealth Manager

    Found in: Whatjobs IN C2 - 2 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

    Found in: Whatjobs IN C2 - 2 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

    Found in: Whatjobs IN C2 - 2 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

    Found in: Appcast Linkedin IN C2 - 2 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

    Found in: Talent IN 2A C2 - 2 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...

  • Private Wealth Advisor

    Found in: Appcast Linkedin IN C2 - 5 days ago

    Mumbai, India Careerfit.ai Full time

    Responsibilities:Build and maintain relationships with high-net-worth individuals (HNWIs) and families to understand their financial goals, objectives, and risk tolerance.Provide personalized wealth management advice and solutions tailored to clients' unique financial situations, including investment management, retirement planning, tax optimization, estate...

  • Private Wealth Advisor

    Found in: Whatjobs IN C2 - 4 days ago

    mumbai, India Careerfit.ai Full time

    Responsibilities: Build and maintain relationships with high-net-worth individuals (HNWIs) and families to understand their financial goals, objectives, and risk tolerance. Provide personalized wealth management advice and solutions tailored to clients' unique financial situations, including investment management, retirement planning, tax optimization,...

  • Private Wealth Advisor

    Found in: Talent IN 2A C2 - 5 days ago

    Mumbai, India Careerfit.ai Full time

    Responsibilities:Build and maintain relationships with high-net-worth individuals (HNWIs) and families to understand their financial goals, objectives, and risk tolerance.Provide personalized wealth management advice and solutions tailored to clients' unique financial situations, including investment management, retirement planning, tax optimization, estate...

  • wealth manager

    Found in: Whatjobs IN C2 - 2 weeks ago

    mumbai, India Vitasta Consulting Pvt Ltd Full time

    Role : Wealth Manager ( AVP/ VP) Experience : 3 8 years Location Bandra, Mumbai CTC 15 25 LPA Overview: We are seeking a dynamic and experienced Wealth Manager to join our Private Equity Division. As a Wealth Manager, you will play a crucial role in managing and growing the wealth portfolios of high-net-worth individuals and families within the private...

  • Private Wealth Relationship Manager

    Found in: Whatjobs IN C2 - 2 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...

  • Private Wealth Relationship Manager

    Found in: Talent IN C2 - 2 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...