Wealth Relationship Manager
4 weeks ago
Will 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 acquired from the assigned area, trade actively. Responsible for servicing and generating references from the partner Wealth customer base. Job Requirements Should have good communication & presentation skills. Should be a self-starter, proactive & target oriented. Should possess strong networking & relationship building skills.
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Wealth Manager
4 weeks ago
mumbai, India PINC Wealth Full timeWe 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...
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Wealth Manager
4 weeks ago
Mumbai, India PINC Wealth Full timeWe 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...
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Wealth Manager
4 weeks ago
Mumbai, India PINC Wealth Full timeWe 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...
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Wealth Manager
4 weeks ago
Mumbai, India PINC Wealth Full timeWe 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...
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Wealth Manager
4 weeks ago
Mumbai, India PINC Wealth Full timeWe 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...
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Wealth Relationship Manager
4 weeks 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
2 days ago
india GOODWILL WEALTH MANAGEMENT PVT LTD Full timeCompany DescriptionGOODWILL WEALTH MANAGEMENT PVT LTD is a leading financial services provider in India. Founded in 2008, the company has established itself as the best commodity House and boasts the Largest Distribution Network in the industry. GOODWILL WEALTH MANAGEMENT offers a wide range of financial services and investment solutions to its...
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Private Wealth
2 days 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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Private Wealth
2 days 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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Wealth Manager
1 week 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 Relationship Manager
4 days 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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Relationship Manager-Sales( Wealth Management)
4 weeks ago
mumbai, India Right Tic Full timeRole-Relationship Manager – Sales (Wealth Management) Salary-As per industry standard Full 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...
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Wealth Relationship Manager
4 days ago
Mumbai, India Mintskill HR Solutions LLP Full timeJob 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 proficient in...
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Relationship Manager-Sales( Wealth Management)
4 weeks ago
Mumbai, India Right Tic Full timeRole-Relationship Manager – Sales (Wealth Management) Salary-As per industry standard Full 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)...
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Relationship Manager
2 weeks ago
Mumbai, India Circle Wealth Advisors Private Limited Full timeCompany 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...
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Private Wealth Relationship Manager
4 weeks ago
Mumbai, India Merito Full timeRoles 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...
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Wealth Manager
6 days ago
india Tech Mahindra Full timeJob Title: Wealth Management & Asset Management Experience: 11-15 years Positions: 2 nos Work Location: Chennai / Hyderabad / Bengaluru / Pune / Noida Budget: 35L as CTC Notice Period: within 45 days Job Description: Wealth Management & Asset Management Overview: We are seeking an experienced Wealth Management & Asset Management SME with a deep...
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Relationship Manager
4 weeks ago
Mumbai, India Right Tic Full timeWe 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, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer...
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Relationship Manager
3 weeks ago
mumbai, India Circle Wealth Advisors Private Limited Full timeCompany 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....
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Relationship Manager
3 weeks ago
Mumbai, India Circle Wealth Advisors Private Limited Full timeCompany 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...