Wealth Relationship Manager jobs in Mumbai

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...

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,...

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...

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...

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 the Company Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management. With 35+ years of legacy & 310+ experienced professionals, Systematix has built a strong track record of delivering value-driven solutions to clients across multiple...

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...

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...

About the Company ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools. About the Role We are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and...

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 LPAIts a pure sales role of wealth products hence Operation, research, Risk...

Company Description Winshine Financial Services, based in Mumbai, has been a trusted partner in financial prosperity for over three decades. We specialize in providing personalized investment solutions and wealth management services, offering a diverse portfolio of products such as equities, mutual funds, bonds, insurance, global investments, and more. Guided by unwavering ethics, transparency,...

This role is primarily required to manage and enhance the FCNR/NRE Deposits and overall liabilities portfolio for Mashreq Bank in India catering to the NRI client base of Mashreq Pvt Banking Dubai. Job Purpose - Origination of domestic client relationships for deposits and managing NRI customers’ accounts i.e., FCNR/NRE as per the strategy set for Mashreq Bank in India. - Build and maintain...

Job Title: Wealth Relationship Manager Location: Malad West Company: Supremus Angel LLP Employment Type: Full-Time Open Positions: Multiple Opening Experience: 5–7 years (Experience Finances service or Wealth Management or Investment Advisory roles) Salary: Best in Industry Standard + Performance based Incentive About Supremus Angel LLP Supremus Angel LLP is a fast-growing private markets...

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...

Join Neo – Redefining Wealth Management Are you a banker who wants to build, not just maintain? At Neo, we’re reshaping wealth management for India’s next generation of HNI clients—aspirational, fast-moving, and seeking real performance, not just packaging. What You’ll Do? - Build & manage a portfolio of HNI clients - Deliver unbiased, performance-driven wealth solutions - Drive trust-based,...

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial...

About us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few, and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals. Founded by a team...

Role SummaryWe are seeking an experienced Wealth Manager to acquire, manage, and grow relationships with High Net-Worth (HNI) and Ultra HNI clients. The role focuses on building long-term client partnerships, generating Assets Under Management (AUM), and providing comprehensive investment and portfolio advisory solutions aligned with clients’ financial goals.Key Responsibilities- Acquire and...