Sr. Wealth Relationship Manager

2 days ago

Mumbai, Maharashtra, India Talent Corner HR Services Pvt Ltd Full time ₹ 8,00,000 - ₹ 24,00,000 per year

Sr. 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/Product

Key Responsibilities:


• Experience in Wealth Management Company/ division


• Client first approach with focus on providing the right solution


• Relationship management experience preferred


• Knowledge of various products and services


• Make financial plan by developing a deep understanding of the Client's financial needs, risk profile, objectives and challenges


• Working with various teams to arrive at a tailormade


• Ability to effectively network


• Acquire new business by leveraging existing and new contacts


• Regularly review Client portfolios and make recommendations in line with the risk profile.


• Provide professional customer service to achieve high customer satisfaction and retention.


• Ensure ongoing self-development


• Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets


• Represent the Organization and reflect our values

Qualification & Experience :


• 5+ years of experience in Wealth Management -RM/Financial Planning/Product


• CFP certification or financial planning or similar/related knowledge must


• Strong Communication skills


• Knowledge of Financial Markets & Products


• Excellent Relationship Management skills


• Strong networking skills


• Experience in wealth management of High-Net-Worth Individuals


• Ability to think laterally by blending thoughts & ideas into execution

Interested candidates can send resume on

  • Private Wealth Relationship Manager

    5 days ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Company 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...

  • Wealth Manager

    1 week ago

    Mumbai, Maharashtra, India Stack Wealth Full time ₹ 10,00,000 - ₹ 30,00,000 per year

    About 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...

  • Wealth Manager

    3 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Stack Wealth Full time

    About 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...

  • Relationship Manager

    1 week ago

    Mumbai, Maharashtra, India TriGen Wealth Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionTriGen Wealth, a venture under Prime Securities Ltd, is committed to delivering innovative, client-focused financial solutions. Led by industry leaders Mr. Sailesh Balachandran and Mr. Maneesh Kapoor, TriGen Wealth blends traditional values with modern thinking to redefine wealth services. With decades of experience in banking, securities,...

  • Wealth Management

    1 week ago

    Mumbai, Maharashtra, India Talengage Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    About Our ClientThe client is a Indian NBFC company with multiple officesJob DescriptionPrivate Wealth - Manager / Sr Manager/AVP / VP / Sr VPExperience - 5 yrs to 25+ yrsLocation - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,Kolkata,GurgoanEducation - Graduate /PGROLES & RESPONSIBILITIES: -Wealth Professionals with prior...

  • Wealth Manager- B2B Sales

    1 week ago

    Mumbai, Maharashtra, India SMC Private Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    We're Hiring | B2B Sales – PMS Product | MumbaiSMC Private Wealth is looking for an experiencedB2B Sales Professionalto drivePortfolio Management Services (PMS)sales throughWealth Managers, IFAs, RIAs, Banks, and Family Offices.Location:MumbaiWhat You'll Do: Build and expand distribution channels for PMS Manage and grow relationships with IFAs, RIAs &...

  • Senior Wealth Manager

    1 week ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role located in Mumbai for a Senior Wealth Manager. The Senior Wealth Manager will be responsible for developing comprehensive financial plans, managing investment portfolios, and providing investment advice. The incumbent will also be responsible for evaluating...

  • Content Writer

    3 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Nuvama Wealth Full time

    Overview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...

  • Wealth Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Borderless Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    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...

  • Private Wealth Manager

    3 days ago

    Mumbai, Maharashtra, India Coheron Wealth Full time ₹ 2,50,000 - ₹ 7,50,000 per year

    Looking for Wealth Managers with atleast 8 years of relevant work experience