Wealth manager
5 days ago
Urgent Mandate-Wealth Manager for a MNC Life Insurance Company (Sales role of Life Insurance Products)Location: Andheri, Mumbai (Only local candidates please)Individual RoleCTC: Up to 12 LPACandidates from Life Insurance sales background from agency or direct vertical are encouraged to apply.Email: About the RoleWe are looking for a proactive and client-focused Wealth Manager (Sales role) to join our Life Insurance business. The ideal candidate will be responsible for guiding clients on financial planning, insurance-based wealth solutions, and long-term protection needs while ensuring strong relationship management.Key ResponsibilitiesManage and grow a portfolio of high-value customers by offering tailored life insurance and investment-linked solutions.Conduct detailed financial need analysis to recommend suitable products such as ULIPs, term plans, pension/retirement solutions, and savings plans.Build long-term relationships with clients through regular engagement, portfolio reviews, and service support.Acquire new customers through referrals, networking, and market intelligence.Stay updated on product features, market trends, and compliance guidelines.Achieve monthly and quarterly business targets in line with company goals.Maintain complete documentation and ensure adherence to regulatory norms.Candidate ProfileGraduate/Postgraduate with 2–7 years of experience in wealth management, life insurance, BFSI sales, or financial advisory.Strong understanding of life insurance products, financial planning concepts, and customer profiling.Excellent communication, presentation, and interpersonal skills.Ability to build trust-based client relationships and deliver high-quality service.Goal-oriented, self-driven, and comfortable in a target-based role.
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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, 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, 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 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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Leadership - Wealth Management
4 days ago
Mumbai, India Wealth Management Firm Full time🌟 Confidential Leadership Opportunity – Leading Wealth Management Firm 🌟Location: Mumbai Experience: 12–20+ Years Employment Type: Full-Time | Senior LeadershipAbout the OpportunityWe are partnering with one of India’s leading Wealth Management firms to hire a seasoned senior leader to drive business strategy, growth, and team leadership. This is...
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Leadership - Wealth Management
4 days ago
Mumbai, India Wealth Management Firm Full time🌟 Confidential Leadership Opportunity – Leading Wealth Management Firm 🌟Location: Mumbai Experience: 12–20+ Years Employment Type: Full-Time | Senior LeadershipAbout the OpportunityWe are partnering with one of India’s leading Wealth Management firms to hire a seasoned senior leader to drive business strategy, growth, and team leadership. This is...
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Leadership - wealth management
4 days ago
Mumbai, India Wealth Management Firm Full timeConfidential Leadership Opportunity – Leading Wealth Management FirmLocation: MumbaiExperience: 12–20+ YearsEmployment Type: Full-Time | Senior LeadershipAbout the OpportunityWe are partnering with one of India’s leading Wealth Management firms to hire a seasoned senior leader to drive business strategy, growth, and team leadership. This is a...
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Leadership - Wealth Management
4 days ago
Mumbai, India Wealth Management Firm Full timeConfidential Leadership Opportunity – Leading Wealth Management FirmLocation: MumbaiExperience: 12–20+ YearsEmployment Type: Full-Time | Senior LeadershipAbout the OpportunityWe are partnering with one of India’s leading Wealth Management firms to hire a seasoned senior leader to drive business strategy, growth, and team leadership. This is a...
