Wealth Relationship Manager
2 days ago
Borderless helps retail investors in India, Middle East, and South-East Asia globalize their savings and wealth by investing in mature international markets such as the US. ISO Certified 27001: 2022, Borderless allows users to digitally open, own, and operate overseas investing accounts. Utilizing big data-based automated research and analysis, Borderless supports investors in making informed decisions. Funded by experienced investors in the global financial services industry, Borderless enhances portfolio management and investment discovery.
We are looking for an energetic Wealth Manager to join our team As a Wealth RM, you will be responsible for conducting market research and building client relationships.
We're looking for a dynamic go-getter who can blend financial expertise with strategic thinking and relationship-building skills. If you love numbers, investments, and working with high-profile clients, this role is for you
What You'll Be Doing :
Craft and execute game-changing sales strategies.
Keep a close eye on investment trends and market movements.
Partner with HNI/UHNI clients to optimize their portfolios like a pro.
Lead engaging training sessions and refreshers for partners.
Collaborate with senior management to keep stakeholders updated.
Document the sales process and seal the deal with confidence.
Create compelling proposals and presentations that leave an impact.
What We're Looking For :
A Bachelor's degree in Finance (Master's preferred—extra brownie points).
A solid grasp of global investing and market dynamics.
At least 4 year of experience in wealth management, portfolio analysis, advisory, private banking or related field.
Stellar communication skills—both written and spoken.
A natural ability to build and nurture client relationships.
Confidence to deliver powerful presentations.
If this sounds like you, we'd love to have you on board Apply now and let's make big things happen together.
-
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...
-
Relationship Manager
7 days ago
Mumbai, Maharashtra, India Dalmia Wealth Pvt Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per yearWe're Hiring – Relationship Managers (Wealth Products | MF / PMS / AIF) for the Mumbai Location,Dalmia Wealth Pvt. Ltd., a fast-growing third-party wealth distribution house, is expanding its footprint in Mumbai.We're looking for Relationship Managers with 3–5 years of experience in Mutual Funds, PMS, AIF, or Wealth Management, who are passionate about...
-
Wealth Relationship Manager
2 days ago
Mumbai, Maharashtra, India Zigsaw Full time ₹ 12,00,000 - ₹ 36,00,000 per yearCompany Overview: Zigsaw is a leading financial services organization in the None industry, dedicated to providing exceptional wealth management solutions to retail and high-net-worth individuals. With a strong focus on customer satisfaction and achieving revenue targets, Zigsaw offers a wide range of financial products and services to meet the diverse needs...
-
B2B RM Wealth Management
7 days ago
Mumbai, Maharashtra, India Satco Wealth Private Limited Full time ₹ 4,00,000 - ₹ 6,00,000 per yearJob Title:B-2-B Relationship Manager – Wealth ManagementReports to:AVP, Business HeadCTC Range:₹4 – 6 lacs per annumSkills RequiredGood communication and interpersonal skillsProficiency in MS Excel, Word, and PowerPointStrong networking and relationship-building abilityResult-oriented and a committed team playerEnergetic individual with excellent...
-
Relationship Manager
1 week ago
Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRelationship Manager- B2B BusinessRole Overview:We are looking for a driven and proactive Partner Activation Specialist to re-engage and activate dormant/inactive partners mapped under our B2B channel. The ideal candidate will have a solid understanding of wealth products, especially NCDs, Corporate FDs, and other fixed income offerings, and should be...
-
Senior Relationship Manager
4 days ago
Mumbai, Maharashtra, India ISOLN Wealth Full time ₹ 15,00,000 - ₹ 20,00,000 per yearJob Summary:We are seeking an experienced and dynamicSenior Relationship Managerto join our Wealth Management team. The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients, with strong relationship-building skills, comprehensive product knowledge, and a client-first approach.Key Responsibilities:Acquire and manage...
-
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
-
Sr. Wealth Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Talent Corner HR Services Pvt Ltd Full time ₹ 8,00,000 - ₹ 24,00,000 per yearSr. Wealth Relationship Manager :We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Wealth Relationship Manager.5+ years of experience in Wealth Management -RM/Financial Planning/ProductKey Responsibilities:• Experience in Wealth Management Company/ division• Client first approach with focus on providing the right...
-
Wealth Advisor
2 weeks ago
Mumbai, Maharashtra, India Equentis Wealth Advisory Services Limited Full time ₹ 8,00,000 - ₹ 12,00,000 per yearWealth Advisor Role Responsibilities: • Advise clients on investment opportunities in equity space. • Develop tailored wealth management strategies aligned with client goals & risk appetite. • Analyze financial data and deliver actionable insights. • Build and maintain long-term client relationships. Qualifications: • Strong...
-
Relationship Manager – Wealth Management
6 days ago
Mumbai, Maharashtra, India JR Laddha Financial Services Pvt. Ltd. Full time ₹ 6,00,000 - ₹ 9,00,000 per yearJob Description: Relationship Manager Wealth Management (Sales)Location: Mumbai Lower Parel, Kolkata (On-site)Department: Wealth ManagementReporting To: Vice President Wealth ManagementCompensation: INR 6 7 LPA (Fixed) + Performance-Based IncentivesRole OverviewAs a Relationship Manager, we are looking for a dynamic and client-focused professionals from...