Role Overview Wealth Manager - Fixed Income, the role is focused on acquiring new clients in Mumbai, closing investment business, and ensuring a smooth onboarding handoff to operations/advisory teams. The ideal candidate has 3+ years in financial sales/wealth/investments with a strong local client network and end-to-end sales capability from prospecting to closure. Key responsibilities -...
Responsibilities: - Develop a deep understanding of the 1 Finance philosophy, advisory approach, and suite of services to effectively align client needs with customized financial solutions - Conduct comprehensive assessments of client profiles to design personalized financial plans based on individual goals, risk appetite, and overall financial position - Monitor the execution and progress of...
Very Urgent Mandate for a well reputed Private Wealth Management Organization for Mumbai location. (Local candidates preferred) S/VP-Wealth Management (Individual role) Only candidates from Banks, NBFC Or Wealth Management companies, having wealth products (MF, AIF, PMS, etc) selling experience are welcome. CTC: Up to 50 LPA Its a pure sales role of wealth products hence Operation, research,...
Function: Private Wealth Management Location: Mumbai / Delhi NCR / Bengaluru / Chennai / Ahmedabad / Pune Reporting to: Regional Director – Private Wealth Employment Type: Full-time Executive Summary At Bajaj, our Private Wealth Managers are trusted advisors to UHNI families, entrepreneurs, and promoters. As a Private Wealth RM, you will be responsible for managing and growing a high-quality...
About Yubi Market Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise...
About Nuvama: Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The business serves close to a...
Role Overview: The Wealth Manager (Family Office) will act as the primary liaison between the Family Office and its client families. This role is responsible for onboarding new clients and managing relationships with high-net-worth families, understanding their unique needs, and ensuring the seamless delivery of wealth management, investment, estate planning, and lifestyle services. He will...
Location – Bangalore/Mumbai Position: Wealth Manager Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings or Virtual Presentations to...
Test Manager - Wealth Experience: 12+ Years Work Location: Navi Mumbai/Philippines Preferred Immediate Joiner. If your profiles aligns with the below requirement, please share your updated resume to [email protected], CC: [email protected] Role Overview We are seeking an experienced Test Manager to lead the end-to-end Quality Engineering (QE) strategy for the...
Job Title: Wealth ManagerLocation: Andheri & Thane, MumbaiMode: On-siteCandidate must be NISM Equity & Derivatives certified.Role and Responsibilities:Responsible for sourcing new clients and developing strong relationships with existing clients to service them for their Equity, Debt & Derivative product portfolios.Cross-selling investment products like Mutual Funds, Insurance, PMS, AIF, NCDs,...
🏦 Company: Motilal Oswal financial services limited 📢 We’re Hiring: Relationship Manager Position: Relationship Manager Location: Pune. Industry: anking & Broking, Finical services Job Description: We are looking for a dynamic and client-focused Relationship Manager to build and maintain strong relationships with our customers. The ideal candidate will be responsible for understanding...
Wealth Management Mortgage Solutions AnalystJob Information- Job Identification 210677659- Job Category Client Service- Business Unit Asset & Wealth Management- Posting Date 01/06/2026, 09:34 AM- Locations Nirlon Knowledge Park, Western Express Highway, Goregaon (East), Mumbai, IN-MH, 400063, IN- Apply Before 01/13/2026, 05:00 AM- Job Schedule Full time- Job Shift EveningJob DescriptionLeverage...
Role SummaryWe are looking for a driven Relationship Manager who will work as an individual contributor to acquire direct clients and build a strong network of Business Associates (BAs) / DSAs for Stock Broking and allied wealth products. The role demands strong on-field sales capability, relationship-building skills, and consistent achievement of individual and channel-based targets.Key...
Test Manager - Wealth Experience: 12+ Years Work Location: Navi Mumbai/Philippines Preferred Immediate Joiner. If your profiles aligns with the below requirement, please share your updated resume to [email protected], CC: [email protected] Role Overview We are seeking an experienced Test Manager to lead the end-to-end Quality Engineering (QE) strategy for the...
Test Manager - Wealth Experience: 12+ Years Work Location: Navi Mumbai/Philippines Preferred Immediate Joiner. If your profiles aligns with the below requirement, please share your updated resume to [email protected], CC: [email protected] Role Overview We are seeking an experienced Test Manager to lead the end-to-end Quality Engineering (QE) strategy for the...
Test Manager - WealthExperience: 12+ YearsWork Location: Navi Mumbai/PhilippinesPreferred Immediate Joiner.If your profiles aligns with the below requirement, please share your updated resume to [email protected], CC: [email protected] OverviewWe are seeking an experienced Test Manager to lead the end-to-end Quality Engineering (QE) strategy for the implementation...
Test Manager - WealthExperience: 12+ YearsWork Location: Navi Mumbai/PhilippinesPreferred Immediate Joiner.If your profiles aligns with the below requirement, please share your updated resume to [email protected], CC: [email protected] OverviewWe are seeking an experienced Test Manager to lead the end-to-end Quality Engineering (QE) strategy for the implementation...
Test Manager - WealthExperience: 12+ YearsWork Location: Navi Mumbai/PhilippinesPreferred Immediate Joiner.If your profiles aligns with the below requirement, please share your updated resume to [email protected], CC: [email protected] OverviewWe are seeking an experienced Test Manager to lead the end-to-end Quality Engineering (QE) strategy for the implementation...
Test Manager - WealthExperience: 12+ YearsWork Location: Navi Mumbai/PhilippinesPreferred Immediate Joiner.If your profiles aligns with the below requirement, please share your updated resume to [email protected], CC: [email protected] OverviewWe are seeking an experienced Test Manager to lead the end-to-end Quality Engineering (QE) strategy for the implementation...
Test Manager - WealthExperience: 12+ YearsWork Location: Navi Mumbai/PhilippinesPreferred Immediate Joiner.If your profiles aligns with the below requirement, please share your updated resume to [email protected], CC: [email protected] OverviewWe are seeking an experienced Test Manager to lead the end-to-end Quality Engineering (QE) strategy for the implementation...