Senior Wealth Relationship Manager
5 days ago
Job Overview:
Vitasta Consulting Pvt Ltd is seeking an experienced Wealth Relationship Manager to join our team. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships in the wealth management industry.
Key Responsibilities:
- Build and maintain strong, long-lasting client relationships.
- Understand clients' financial goals and objectives and provide suitable investment advice.
- Recommend investment products such as mutual funds, PMS, and debt funds based on clients' needs.
- Monitor clients' portfolios and provide regular updates on performance.
- Conduct financial reviews and prepare investment proposals for clients.
- Stay updated on market trends and regulatory changes affecting wealth management products.
- Collaborate with internal teams to ensure seamless service delivery to clients.
- Meet individual and team targets for business growth and client acquisition.
Requirements:
- MBA in Marketing/Finance with specific modules/certification in wealth management.
- Should have solely managed and serviced client relationships worth ₹200-300 crores.
- 8-12 years of experience as a Wealth Relationship Manager or similar role in the financial services industry.
- Proven expertise in mutual funds, PMS, and debt funds, bonds, CPs, etc.
- Strong understanding of financial planning and investment strategies.
- Ability to work as part of a team.
-
Wealth Management Professional
5 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth Management: A Leading Wealth and Asset Management FirmNuvama Wealth Management, formerly Edelweiss Wealth Management, is a prominent player in India's wealth and asset management industry, with Assets under Advisory (AUA) exceeding ₹ 2,00,000 cr. Backed by the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...
-
Senior Wealth Relationship Manager
6 days ago
Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full timeJob Title: Senior RM WealthAbout the Role:We are seeking an experienced Wealth Relationship Manager to join our team at Vitasta Consulting Pvt Ltd. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships in the wealth management industry.Key...
-
Senior Wealth Relationship Manager
16 hours ago
Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full timeJob Title: Senior Wealth Relationship ManagerWe are seeking an experienced Wealth Relationship Manager to join our team at Vitasta Consulting Pvt Ltd. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships in the wealth management...
-
Wealth Management Professional
6 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeJob Title: Wealth ManagerAt Nuvama Wealth, we are seeking a skilled Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing expert financial guidance to high net worth individuals and families, helping them achieve their financial goals through strategic portfolio analysis and investment advice.Key...
-
Wealth Relationship Manager
6 days ago
Mumbai, Maharashtra, India Goalstox Technology Private Limited Full timeJob Title: Wealth Relationship ManagerGoalstox Technology Private Limited is seeking a highly motivated and results-driven Wealth Relationship Manager to join our team. As a Wealth Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and delivering...
-
Wealth Relationship Manager
5 days ago
Mumbai, Maharashtra, India Goalstox Technology Private Limited Full timeJob Title: Wealth Relationship ManagerGoalstox Technology Private Limited is seeking a skilled Wealth Relationship Manager to join our team. As a Wealth Relationship Manager, you will be responsible for building and maintaining strong relationships with clients, identifying new business opportunities, and providing exceptional customer service.Key...
-
Senior Wealth Manager
5 days ago
Mumbai, Maharashtra, India ConsultBae India Private limited Full timeJob Title: Senior Wealth ManagerAs a Senior Wealth Manager at ConsultBae India Private Limited, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions. Your role will involve a deep understanding of financial markets,...
-
PCG Wealth Relationship Manager
6 days ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeJob Title: PCG Wealth RMJob Summary: We are seeking a highly motivated and results-driven PCG Wealth RM to join our team at Kotak Mahindra Bank. The successful candidate will be responsible for selling Equity based investment products to our Wealth customer base.Key Responsibilities:Develop business and maximize revenue generation by selling Equity based...
-
Senior Relationship Manager
6 days ago
Mumbai, Maharashtra, India ConsultBae India Private limited Full timeSenior Relationship ManagerWe are seeking a highly skilled and experienced Senior Relationship Manager to join our team at ConsultBae India Private Limited. As a Senior Relationship Manager, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized...
-
PCG Wealth Relationship Manager
5 days ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeJob Title: PCG Wealth RMAs a PCG Wealth RM, you will be responsible for developing and maintaining relationships with high net worth individuals and families to sell equity-based investment products. This role requires excellent communication and interpersonal skills to effectively service and grow the customer base.Key Responsibilities:Develop and execute...
-
Senior Wealth Manager
5 days ago
Mumbai, Maharashtra, India Yubi Group Full timeAbout Yubi GroupYubi Group, formerly known as CredAvenue, is revolutionizing the global debt market by streamlining finance between borrowers, lenders, and investors. As the world's leading platform for debt discovery, investment, and fulfillment, we empower individuals to seize opportunities and drive growth. With a Series B fundraising round of $137...
-
Senior Virtual Wealth Strategist
17 hours ago
Mumbai, Maharashtra, India Zyvka Full timeJob Title: Virtual Wealth ManagerZyvka is a rapidly expanding boutique wealth firm with a rich history of cumulative experience among senior management. Our company specializes in wealth creation, preservation, protection, and transmission, catering to both domestic and international clients.Responsibilities:Client Relationship Management: Develop and...
-
Wealth Management Specialist
6 days ago
Mumbai, Maharashtra, India PEOPLEOCITY LLP Full timeJob Title: Virtual Wealth ManagerAt PEOPLEOCITY LLP, we are seeking a skilled Virtual Wealth Manager to join our team. As a Virtual Wealth Manager, you will provide financial advisory services remotely through digital platforms, helping clients manage their wealth and achieve their financial goals.Key Responsibilities:Build and maintain relationships with...
-
Senior Wealth Management Professional
16 hours ago
Mumbai, Maharashtra, India Yubi Group Full timeAbout the Job:The Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the first point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties...
-
Wealth Management Specialist
16 hours ago
Mumbai, Maharashtra, India PEOPLEOCITY LLP Full timeJob Profile:We are seeking a skilled Wealth Management Specialist to join our team at PEOPLEOCITY LLP. As a Virtual Wealth Manager, you will provide financial advisory services remotely through digital platforms, helping clients manage their wealth and achieve financial goals.Key Responsibilities:Build and maintain relationships with clients through virtual...
-
Senior Partner
4 days ago
Mumbai, Maharashtra, India Axis Bank Full timeThe Senior Partner is responsible for managing the relationships of high net worth individuals and their family and business entities with Axis Bank. The role involves providing wealth management advisory and solutions based on clients' needs and risk profile.Key Responsibilities:Create and execute a plan for acquiring new high value customer...
-
Senior Wealth Management Professional
1 day ago
Mumbai, Maharashtra, India Equirus Full timeWe are seeking a seasoned Senior Wealth Management Professional to join our Wealth Management Team:Key Responsibilities:Lead the Wealth Management space with 8-12 years of experience.Develop strong leadership and team management skills.Hold an MBA from a premier business school.Gain a sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs,...
-
Senior Talent Acquisition Specialist
6 days ago
Mumbai, Maharashtra, India Cielo Talent Full timeAbout Cielo TalentCielo Talent is a leading provider of recruitment process outsourcing (RPO) services, dedicated to helping organizations find and hire top talent. Our team of experts is passionate about delivering exceptional results and building long-term relationships with our clients.Job SummaryWe are seeking a Senior Search Consultant to join our team...
-
Client Relationship Executive
6 days ago
Mumbai, Maharashtra, India Talent Corner Full timeKey Responsibilities Drive the acquisition of High Net Worth (HNW) clients by focusing on the Affluent and Super Affluent market segments. Build and nurture client relationships, increase Assets Under Management (AUM), provide investment advice, and enhance client portfolios. Conduct market research, collaborate with product development teams, and...
-
Senior Wealth Strategist
6 days ago
Mumbai, Maharashtra, India Talent Corner Full timeKey ResponsibilitiesWe are seeking an experienced Wealth Advisor to drive HNI client acquisition by targeting Affluent & Super Affluent segments. The ideal candidate will cultivate relationships, grow Assets Under Management (AUM), advise on investments, and enhance portfolios.RequirementsThe successful candidate will have expertise in investments, markets,...