Strategic Wealth Management Professional

1 month ago


Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full time

About Vitasta Consulting Pvt Ltd

Vitasta Consulting Pvt Ltd is a leading consulting firm that provides expert services in the wealth management industry.

Job Summary:

We are seeking an experienced Senior RM Wealth 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.

The candidate should have an excellent understanding of financial products and a holistic overview of product suitability to the clients. They should also have hands-on experience of handling UHNI/HNI clients with a minimum ticket size exceeding ₹5 crores.

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
  • Experience in team handling for at least 5-7 years

Requirements:

  • MBA in Marketing/Finance will be preferred 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

Salary: ₹20-30 Lacs per annum

Benefits: Competitive salary, comprehensive benefits package, and opportunities for growth and development



  • Mumbai, Maharashtra, India Nuvama Wealth Full time

    We are seeking an experienced Strategic HR Business Partner to join our Nuvama Wealth team in India. As a key member of our organization, you will play a critical role in driving business outcomes through strategic HR interventions.About the RoleThis is a unique opportunity to work with a leading wealth and asset management firm in India, serving close to a...


  • Mumbai, Maharashtra, India Nuvama Wealth Full time

    Job Overview:Nuvama Wealth, a leading provider of wealth management services, is seeking an experienced Wealth Manager to join their digital business team. The ideal candidate will be responsible for catering to the investment needs of clients by providing research-based advice on wealth products, mutual funds, insurance, portfolio management services, and...


  • Mumbai, Maharashtra, India Nibodhah Full time

    Job DescriptionAt Nibodhah, we are seeking an experienced Wealth Management Professional to join our team. In this role, you will be responsible for driving sales through existing clients, conducting daily sales calls with prospective new clients, and providing comprehensive solutions to meet their wealth management needs.Key Responsibilities:Drive sales...


  • Mumbai, Maharashtra, India Grok Search Full time

    Grok Search is seeking a Wealth Management Distribution Strategy Lead to develop and execute the wealth management distribution strategy across multiple channels. This role requires a deep understanding of financial products, market trends, and regulatory environments. The ideal candidate will have at least 5 years in a leadership position with strong...


  • Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time

    About Neo GroupNeo is a cutting-edge wealth and asset management platform in India, catering to high net worth individuals and multi-family offices. We focus on providing unbiased advisory services, transparency, and cost-efficiency to offer comprehensive solutions.Founded by Nitin Jain, ex-CEO of Edelweiss Wealth, we have amassed over $3 billion in assets...


  • Mumbai, Maharashtra, India Nuvama Wealth Full time

    Company OverviewNuvama Wealth Management is a leading wealth and asset management firm in India, with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. We are backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm.We serve close to a million customers comprising a diversified set...


  • Mumbai, Maharashtra, India Nuvama Wealth Full time

    About Nuvama Wealth - As a leading wealth and asset management firm in India, Nuvama Wealth has an Assets under Advisory (AUA) of over ₹ 2,00,000cr. Backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm, Nuvama serves close to a million customers across various segments.Job...


  • Mumbai, Maharashtra, India Waytogo Consultants Full time

    We are seeking a highly skilled Wealth Relationship Manager to join our team at Waytogo Consultants. As a key member of our financial services department, you will play a vital role in building and maintaining strong relationships with clients, providing personalized wealth management services that meet their unique needs and goals.About the RoleThis is a...


  • Mumbai, Maharashtra, India HSBC Full time

    About the Role">HSBC is seeking an experienced professional to join our Wealth and Personal Banking team as a Strategic Regional Wealth Development Manager.">Job Description">">Create a sustainable wealth sales force by providing superior coaching support to a team of Relationship Managers.">Improve client satisfaction, sales quality, and deepen client...


  • Mumbai, Maharashtra, India Karyarth Full time

    **Job Summary:**We are seeking a highly skilled and experienced Senior Wealth Management Professional to join our team at Karyarth.About the Role:The ideal candidate will have a strong background in wealth management, with experience in acquiring and advising high net worth individuals (HNIs). They will be responsible for leading a pool of affluent and super...


  • Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time

    About Neo GroupNeo Wealth and Asset Management is a pioneering fintech firm in India, catering to high net worth individuals (HNIs), ultra-high net worth individuals (UHNIs) and multi-family offices. Our platform stands on three pillars: unbiased advisory, transparency and cost-efficiency. Founded by Nitin Jain, ex-CEO of Edelweiss Wealth, we have achieved...


  • Mumbai, Maharashtra, India The Financialist Full time

    About the Company: The Financialist, strategically backed by Zerodha, is revolutionizing India's Personal Finance & Wealth Management landscape. Our mission is to empower individuals with comprehensive financial planning services, enhancing their overall well-being. Our team of Chartered Accountants, Chartered Financial Analysts, and Investment Bankers is...

  • Strategic Leader

    2 weeks ago


    Mumbai, Maharashtra, India Synapse Search Partners Full time

    Job OverviewSynapse Search Partners is seeking an accomplished Senior Vice President to spearhead the growth and strategic direction of our Wealth Management division.Key Responsibilities:Drive Business Growth: Identify and pursue new business opportunities to enhance Assets Under Management (AUM) and expand the client base across various product lines.Build...


  • Mumbai, Maharashtra, India Nuvama Wealth Full time

    Nuvama Wealth Management is a leading wealth and asset management firm in India, with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. We are seeking an experienced Strategic HR Business Consultant to join our team.The ideal candidate will have experience in business partnering, driving HR projects and initiatives around talent management, retention, and...


  • Mumbai, Maharashtra, India Equentis Wealth Advisory Services Pvt. Ltd. Full time

    Job Title: Director of Partnership DevelopmentAt Equentis Wealth Advisory Services Pvt. Ltd., we are seeking an experienced Director of Partnership Development to join our team. As a key member of our organization, you will be responsible for identifying, developing, and managing strategic alliances and partnerships that align with our company's goals.Key...


  • Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time

    About Neo Wealth and Asset ManagementWe are a new-age financial advisory platform, focused on providing transparent, cost-efficient, and unbiased solutions to our clients. Our mission is to empower institutional and retail customers across India to pursue their dreams, while assisting in the country's aspiration for self-reliance and egalitarian prosperity.


  • Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time

    Job Title: Cyber Security Professional - Fintech ExpertAbout Neo Wealth and Asset Management:As a leading Wealth and Asset Management platform in India, we cater to HNIs, UHNIs, and multi-family offices. Our mission is to provide comprehensive, trustworthy solutions through our three pillars of unbiased advisory, transparency, and cost-efficiency. Founded by...


  • Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time

    About Neo Wealth and Asset Management:We are a new-age, focused Wealth and Asset Management platform in India, catering to High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (UHNIs) and multi-family offices.Our vision is to offer comprehensive, trustworthy solutions by standing on three pillars of unbiased advisory, transparency and...


  • Mumbai, Maharashtra, India El Sol Strategic Consultants Full time

    About the RoleWe are seeking a highly skilled Senior Public Relations Consultant to join our team at El Sol Strategic Consultants.Job OverviewThis is an exciting opportunity for a talented professional to lead our PR efforts, develop and execute strategic communications plans, and drive business growth through effective media relations, crisis management,...


  • Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time

    Company OverviewNEXTGEN Wealth and Asset Management is a pioneering fintech platform in India, catering to high net worth individuals and multi-family offices. Our mission is to provide unbiased advisory, transparent solutions, and cost-efficient services.