Wealth Manager
3 days ago
Motilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division of Motilal Oswal Financial Services (MOFSL) a well-diversified Indian financial services company established in 1987. It caters primarily to High Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as corporates and institutions with a focus on long-term wealth creation through knowledge and research-backed advice. And they are hiring for Wealth Manager for Mumbai Location . Key Responsibilities: Manage and grow a high-net-worth portfolio with a minimum book size of ₹20 crore Source clients via wealth channels—roles like ‘Privi RM’, ‘Burgundy RM’, ‘Wealth Manager’, ‘Imperia RM’, ‘Preferred RM’ Offer full-spectrum wealth advisory including equities, derivatives, mutual funds, insurance, debt, and lending solutions Build and maintain strong relationships with HNI/UHNI clients . Coordinate with internal teams (trading, research, product) for seamless service delivery . Actively cross-sell across products to drive revenue and advisory impact . Key Skills & Qualifications: Proven portfolio management with book ≥₹20 CR in HNI/UHNI domain Background in wealth-channel sourcing and managing premium client segments Strong product knowledge: cash, derivatives, alternate investments, structured products Excellent communication, interpersonal skills, and client orientation Ability to work in co-ordination with internal teams to fulfil client needs KPIs & Targets: Book growth—₹20 CR minimum with incremental AUM New HNI/UHNI acquisition numbers Cross-sell ratio across financial product suite Client satisfaction and retention metrics
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Wealth Manager
3 weeks ago
Mumbai, India Stack Wealth Full timeAbout 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...
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Wealth Manager
2 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI,...
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Wealth Manager
2 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and...
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Wealth Manager
2 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and...
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Wealth Manager
2 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI,...
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Wealth Manager
2 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI,...
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Wealth Manager
2 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI,...
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Private Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India Coheron Wealth Full time ₹ 2,50,000 - ₹ 7,50,000 per yearLooking for Wealth Managers with atleast 8 years of relevant work experience
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Private Wealth Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 20,00,000 - ₹ 25,00,000 per yearCompany DescriptionNuvama wealth pvt ltdRole DescriptionThis is a full-time on-site role for a Private Wealth Relationship Manager located in Mumbai. The Private Wealth Relationship Manager will be responsible for managing and growing client relationships, conducting financial planning, and providing investment management and estate planning services. The...
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Private Wealth Manager
1 week ago
Mumbai, Maharashtra, India SMC Private Wealth Full time ₹ 20,00,000 - ₹ 10,00,00,000 per yearCompany: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerWorking Days: Monday to FridayRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on...
