Wealth Head

Job Description: Head of Wealth & Investment Management OperationsRole OverviewThe Head of Wealth & Investment Management Operations will lead the end-to-end operations supporting Wealth, Private Banking, and Investment Management businesses. The role is accountable for operational strategy, service delivery, risk management, digital transformation, and...

Job Description: Head of Wealth & Investment Management Operations Role Overview The Head of Wealth & Investment Management Operations will lead the end-to-end operations supporting Wealth, Private Banking, and Investment Management businesses. The role is accountable for operational strategy, service delivery, risk management, digital transformation, and...

Location: Mumbai, Lower Parel Department: Wealth/Equity Key Responsibilities: Key Roles / Responsibilities Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size • Identify fitment of Wealth Advisory products matching the client’s investing goals • Interact with potential customers with...

The Company: We are building one of India’s first **AI-first, Agentic Wealth Management Platforms** — a system designed to reimagine how Relationship Managers, clients, and technology collaborate to deliver personalized financial advice at scale. Our vision is to merge deep financial expertise with the power of AI, data engineering, and modular SaaS...

AFFLUENT WEALTH TEAM LEAD Job Specifications Role Designation: Cluster Manager-Investment Products Department: Investment Products Function: Sales Company: MOFSL Reporting to: Regional Head Location: AHEMDABAD Job Purpose The role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients. To...

InCred Wealth InCred Wealth is a fast-growing Wealth management company. It has had an exceptional journey of 5 Years to build ➢~40,000 crore AUM as on Sept 2025, ➢3,000+ HNI/UHNI clients, ➢200+ top notch experienced sales professionals across the industry and ➢Presence in 9 cities in India and International presence in Singapore, Dubai and London....

Role Purpose The incumbent would be responsible for the managing HNI customers with surplus investment amounts of Rs 1 Crore above and have regular meetings with them also supporting team to achieve their sales target which would result in a revenue of 3 5 times of CTC Key Deliverables Execute cluster business plans for the Wealth Management segment to drive...

Job Name - Relationship Manager - Private Banking / Wealth - Mumbai / Pune 9 - 16 years 17 - 30 LPA ----------------------------------------------------------- Job description Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Mumbai / Pune We are seeking experienced Wealth Relationship Managers and High Net Worth Individuals...

Head – Corporate and Community Sales Role: You will lead the regional charter for our Corporate B2B2C business. This strategic role involves acquiring and nurturing key partnerships in corporates and communities to distribute our financial solutions at scale to employee bases. You will act as a trusted advisor to senior stakeholders in HR, Finance, and...

Job Title : Head of Sales Company : Capitalmind Asset Management Private Limited Work Location : Bangalore (Work from Office)  About Capitalmind: Capitalmind Asset Management Private Limited manages the Capitalmind Mutual Fund, seeded by its parent and sponsor, Capitalmind Financial Services Private Limited. Led by CEO Deepak Shenoy, we offer multiple...