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 -...
Job Title: Wealth Manager Location: Andheri & Thane, Mumbai Mode: On-site Candidate 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,...
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,...
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 Summary We 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...
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...
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...
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...
Responsibilities Responsible for client acquisition, relationship management, and promotion of wealth products to help clients achieve financial goals. The role focuses on expanding client base, managing portfolios, and ensuring superior client servicing. 1 Acquire new clients and maintain strong relationships with existing ones. 2 Advise clients on wealth products - Mutual Funds, Bonds,...
Job Description We are looking for an energetic Wealth Manager to join our team! As a Wealth RM, you will be responsible for conducting market research and building client relationships. We’re looking for a dynamic go-getter who can blend financial expertise with strategic thinking and relationship-building skills. If you love numbers, investments, and working with high-profile clients, this...
Company -Bonanza Portfolio LtdJob Description – Wealth Manager (Family Office) Position Details Category Details Position Title Wealth Manager Department Client Services – Family Office Reporting To Managing Director Location Mumbai HO Role Overview The Wealth Manager (Family Office) will act as the primary liaison between the Family Office and its client families. This role is...
11100 Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management • Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and...
Were seeking CA trainees to join our Wealth Management Team for the CA Industrial Training Program. This internship program designed as an opportunity to learn more about the important role that Wealth Management plays within the Firm. In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals. The...
Opportunity to lead TA for Wealth Management and Private BankingOpportunity to be a part of a leading private bank in India About Our Client The hiring company is a large organization operating within the financial services sector, specifically focused on retail banking and loans. With a strong presence in Mumbai, the company is committed to delivering excellent customer service and maintaining...
ASSET & WEALTH MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm’s primary investment area, we provide investment and advisory services for some of the world’s leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial...
This role is for an experienced audit professional to join the Asset Wealth Management Audit Team. Job Summary As a Asset Wealth Management Audit Associate in our Internal Audit group, you will lead audit assignments, perform and document audit testing, partner closely with global Audit colleagues and business stakeholders, and use judgment to strengthen internal controls. You will be...
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...