Wealth RM

3 weeks ago

Mumbai India Alpha Capital Full time

Job Description Company Description Alpha Capital is a boutique financial services firm that caters to the needs of high-net-worth and affluent individuals, families, businesses, trusts, and charities. We offer disciplined, research-driven Family Office Services to ensure that our clients financial wellness is managed strategically and thoughtfully. Role Description This is a full-time, on-site role located in Mumbai for a Wealth Relationship Manager (Wealth RM). The Wealth RM will be responsible for managing and developing client relationships, offering financial advice and investment strategies, conducting portfolio reviews, and ensuring a high level of client satisfaction. The Wealth RM will also collaborate with internal teams to deliver customized wealth management solutions tailored to clients needs. Qualifications - Strong relationship management and client servicing skills - Experience in financial advising, investment strategies, and wealth management is a plus - Exceptional communication, negotiation, and analytical skills - Ability to work independently and as part of a team - Bachelor's degree in Finance, Economics, Business Administration etc

  • Wealth RM

    5 days ago

    Mumbai, Maharashtra, India Alpha Capital Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionAlpha Capital is a boutique financial services firm that caters to the needs of high-net-worth and affluent individuals, families, businesses, trusts, and charities. We offer disciplined, research-driven Family Office Services to ensure that our clients' financial wellness is managed strategically and thoughtfully.Role DescriptionThis is a...

  • Wealth Manager

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    india Nuvama Wealth Full time

    Wealth 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 &...

  • Wealth Manager

    2 weeks ago

    Ahmedabad, Gujarat, India, Gujarat Nuvama Wealth Full time

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  • ▷ (Apply in 3 Minutes) Wealth Manager

    2 weeks ago

    Ahmedabad, India Nuvama Wealth Full time

    Job Description Wealth Manager | Partner Business Job Overview We 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:...

  • RM Wealth Management

    2 weeks ago

    Mumbai, Maharashtra, India Logicloop Ventures LLP Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    RM Wealth ManagementPosition: Regional Manager – Wealth ManagementLocation: MumbaiOpenings: 2Notice Period: Immediate to 15 daysInterview Rounds: 3 (1 Telephonic, 2 In-person)Interview Location: Andheri East, MumbaiRole Overview:Seeking experienced professionals to manage and grow a portfolio of HNI/UHNI clients with a minimum AUM of ₹50 Cr. The role...

  • Wealth Manager

    1 week ago

    Mumbai, Maharashtra, India Domnic Lewis Full time ₹ 2,00,000 - ₹ 28,00,000 per year

    Please make notes for below profile requirementsWealth ManagerCandidate should have exp handling HNI and UHNI ClientsCandidate should move a minimum book size of 20 crLook for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM)

  • Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India Creative Hands HR Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Job Description -Wealth ManagerCandidate should have exp handling HNI and UHNI ClientsCandidate should move a minimum book size of 20 crLook for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM)Immediate joining is required or short notice is preferred.Pls call Hemanth for more...

  • Wealth Manager

    3 weeks ago

    Mumbai, Maharashtra, India, Maharashtra KG Engineering & Consultancy Full time

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    1 week ago

    Mumbai, Maharashtra, India Rojgar group Full time ₹ 7,00,000 - ₹ 15,00,000 per year

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  • Wealth Manager

    2 weeks ago

    Mumbai, India KG Engineering & Consultancy Full time

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