Wealth Relationship Manager

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...

We'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...

Company 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...

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...

Job 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...

Company DescriptionTradeCred Private Wealth specializes in providing low-risk, medium-yield fixed income assets to Ultra High Net Worth Individuals (UHNIs), with annual returns ranging from 11-14%. With over 6.5 years of experience, the company has successfully transacted INR 30,000 crores to date with zero defaults for its clients. TradeCred also manages...

Hiring for leading NBFCsRole- Wealth RM/Private BankerGrades: AVP/VP/SVP (discussed on current profile)CTC: Negotiation on last drawn CTC(Excellent incentive structure)Location- Hiring PAN IndiaKEY RESPONSIBILITIES AND ACCOUNTABILITIESAccountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement...

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...

Reports to: AVP, Business HeadCTC Range: ₹4 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 analytical and multitasking capabilitiesSelected Intern's...

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...