RM Wealth Management

Company DescriptionAlpha Capital is a boutique financial services firm that caters to the needs of high-net-worth and affluent individuals, families, businesses, trusts, and charities. We offer disciplined, research-driven Family Office Services to ensure that our clients' financial wellness is managed strategically and thoughtfully.Role DescriptionThis is a...

RM Wealth ManagementPosition: Regional Manager – Wealth ManagementLocation: MumbaiOpenings: 2Notice Period: Immediate to 15 daysInterview Rounds: 3 (1 Telephonic, 2 In-person)Interview Location: Andheri East, MumbaiRole Overview:Seeking experienced professionals to manage and grow a portfolio of HNI/UHNI clients with a minimum AUM of ₹50 Cr. The role...

Job Description -Wealth ManagerCandidate should have exp handling HNI and UHNI ClientsCandidate should move a minimum book size of 20 crLook for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM)Immediate joining is required or short notice is preferred.Pls call Hemanth for more...

Job 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...

Motilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division ofMotilal Oswal Financial Services (MOFSL)a well-diversified Indian financial services company established in 1987. It caters primarily toHigh Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as...

Location:MumbaiExperience:Minimum 5 years in wealth/channel managementNotice Period / Gap:Up to 15 daysKey Responsibilities:Manage and grow a high-net-worth portfolio with a minimum book size of ₹20 croreSource clients via wealth channels—roles like 'Privi RM', 'Burgundy RM', 'Wealth Manager', 'Imperia RM', 'Preferred RM'Offer full-spectrum wealth...

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

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...

Company: 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...

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/ProductKey Responsibilities:• Experience in Wealth Management Company/ division• Client first approach with focus on providing the right...