Only 24h Left Sr. Relationship Manager/Wealth Management
3 weeks ago
Job Description Job Title: Sr. Relationship Manager - Wealth Management Location: Mumbai/Pune Department: Wealth Management Experience: 5-8 years Role Overview As a Sr.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 holistic wealth solutions through deep engagement and financial planning. Key Responsibilities - Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies. - Understand clients financial goals, risk profiles, life aspirations, and design investment solutions accordingly. - Monitor market trends and macroeconomic developments to identify necessary changes in client portfolios. - Present detailed investment performance reports, summaries, and financial projections to clients. - Educate clients on the benefits of financial planning and assist in the creation and execution of personalized plans. - Demonstrate strong product knowledge across mutual funds, bonds, PMS, corporate FDs, and other financial instruments. - Guide clients through market cycles and help them avoid common behavioral investing pitfalls. - Ensure a high share of wallet from each client by delivering outstanding service and trust. - Acquire new clients through referrals, personal networks, and targeted lead-generation activities. - Act as the Voice of the Client, collaborating with internal teams to improve client satisfaction and product offerings. Candidate Profile Educational Qualifications - Postgraduate degree in Finance, Business Administration, Economics, or a related field. Certifications - NISM Series V-A (mandatory must be completed within 60 days of joining if not already held). - CFP (Certified Financial Planner) preferred. Experience - 5 to 8 years of relevant experience in wealth management, financial advisory, or investment consulting. Skills & Attributes - Excellent communication and interpersonal skills. - Strong understanding of personal finance and financial markets. - High ethical standards with a client-first approach. - Empathetic, trustworthy, and solutions-oriented. - Self-driven, organized, and capable of handling a dynamic work environment. - Willingness to travel locally as per client engagement needs. - Strong team player with the ability to collaborate across functions.
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Sr. Wealth Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Talent Corner HR Services Pvt Ltd Full time ₹ 8,00,000 - ₹ 24,00,000 per yearSr. 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...
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Wealth Manager
4 weeks ago
india Nuvama Wealth Full timeWealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Mumbai &...
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Sr. Relationship Manager/Wealth Management
1 week ago
Mumbai, Maharashtra, India Job24by7 Full time ₹ 8,00,000 - ₹ 24,00,000 per yearJob 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...
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Wealth Manager
3 weeks ago
Mumbai, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Nuvama - Wealth Relationship Manager
3 days ago
Mumbai, India Nuvama Wealth and Investment Limited Full timeJob Description - Wealth Relationship Manager Roles and Responsibilities - Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. - Manage clients through client visits, suggest financial products to the clients and achieve business target. - Responsible for product...
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Wealth Manager
3 weeks ago
Ahmedabad, Gujarat, India, Gujarat Nuvama Wealth Full timeWealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Mumbai &...
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Wealth Manager
1 week ago
Bengaluru, Mumbai, India Equentis Wealth Advisory Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRole & responsibilitiesAcquisition of Wealth Clients: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.Build up the sales funnel via Client Meetings or Virtual Presentations to clients.To conduct and assist in organizing...
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Content Writer
2 weeks ago
Mumbai, India Nuvama Wealth Full timeJob Description Overview: We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and...
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Wealth Manager
2 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI,...
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Wealth Manager
2 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI,...
