Relationship Wealth Manager

Job Description A leadingPrivate Sector Bankis hiring for the position ofWealth Relationship Manager Retail LiabilitiesforDelhi and Gurgaonlocations. Key Responsibilities: - Acquire and manage a portfolio of HNI and affluent clients. - Cross-sell banking products such asCASA,Life Insurance (LI), andMutual Funds. - Provide personalized wealth management...

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 &...

Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High NetWorth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales andexpand our client base, with a strong emphasis on selling PMS, AIF, and other...

About 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...

About 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...

Company DescriptionInCred Wealth is an agile wealth management company committed to delivering world-class investment services and solutions to Indian clients globally. We cater to UHNI and HNI clients with an extensive range of investment products backed by thorough research, advanced technology, and a dedicated team. Our services include investment...

Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Wealth Manager located in the Greater Delhi Area. The Wealth Manager will be responsible for creating and executing financial planning strategies for clients. Responsibilities include managing investments, providing advice on insurance and finance,...

Hiring for Wealth Manager Please find below the Job DescriptionLocation - Delhi, Mumbai, AhmedabadEducational Qualification: PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any SpecializationDesired Experience:Preferably MBA/Graduate with relevant 3+ years of experienceGraduate with relevant experiencePrerequisite:Candidates with prior experience in...

Services: Equity MF PMS AIF Insurance Distribution Customized Real Estate SolutionsRole- Experienced Wealth Manager to acquire HNI clientsResponsibilities- Identify and acquire new HNI clients through networking, referrals, and other channels

Overview: We are seeking a skilledContent Writerwith 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 other in house...