Wealth RM

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...

DescriptionWill be responsible for selling Equity based investment products to this set of Wealth customer base.  Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales targets  Will work in close coordination with the Wealth team to...

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...

Role & responsibilitiesJob Description RM Capital Markets (Business Team)Particulars DetailsJob Title Senior Sales Relationship ManagerJob Role Team MemberJob Summary: Looking to induct aggressive, self-motivated Professionals for the Role ofRelationship Manager having 4 to 8 years of experience for Mumbai, Delhi &Bangalore of working with NBFC (Capital...

Dalmia Wealth Pvt. Ltd. is one of the largest boutique wealth management companies in India with strong values, ethical practices, and employee and client-centric.Role OverviewWe are seeking a dynamic and results-driven Team Lead to manage a team of Relationship Managers (RMs) and drive conversions from qualified leads into active investing clients. This...

JD for Relationship Manager – Equity Advisor for Wealth Management Firm - Interaction with the Analyst to understand their Buy/Sell recommendations - Interaction with Seniors in the firm with regard to their views on Equity and Debt Market - Interact with the clients of the Firm regularly on Equity Market Recommendations - Interact with the Clients for...

Key Responsibilities:Business Establishment:Lead the establishment of the wealth management division from the ground up.Develop and implement strategies to launch and grow the wealth management business.Hire and train a team of wealth managers to deliver high-quality financial advisory services.Team Management:Build and lead a team of Team Leads and...

Job Role: Virtual Wealth Relationship Manager  Experience: 4 Years + Client: IDFC FIRST Bank Limited  Location: Thane( Hiranandani Estate ),Mumbai Interview Mode: F2F (2 Rounds)   Mode of working: WFO   Week Off will be on rotational basis Role/ Job Title: Virtual Wealth Relationship Manager Business: Retail Banking Function/ Department: Retail...

We're a fast-growingmulti-family officemanaging ₹2,500+ Cr in AUM, working exclusively with UHNI clients across India and the Middle East.Not into the retail game. No product-pushing. Just deep, strategic relationships.Why Join Us? RMs manage ₹200+ Cr within 3 years Direct mentorship from our MD (30+ yrs of experience) Research-led, advisory-first...