Wealth Manager Jobs in State of Maharashtra

Rurash Financials Private Limited - Mumbai, Maharashtra, India

Wealth Manager (AIF) Location: Mumbai Experience Required: 3 - 4 years Educational Qualification: Graduate or Postgraduate Job Objective: To grow the business by achieving assigned Alternate

from: linkedin.com - 13 days ago

ConsultBae Jobs - Mumbai, Maharashtra, India

To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize miss-selling instances. To continuously scan the competition/market...

from: linkedin.com - 13 days ago

Majesty Techsol Private Limited - Nariman Point, Mumbai/Bombay

We are hiring for a leading financial Distributor for Nariman point location in Mumbai. The JD is as follows: Job Role: The Wealth Manager specializing in HNI Client Acquisition and Relationship ₹50,000 - ₹83,000 monthly*

from: apna.co - 10 days ago

Corphive - Mumbai, Maharashtra, India

implementation & execution of relationship management & investment advisory strategies increase penetration of existing customers to deepen the wallet share. service leadership and the implementation of...

from: linkedin.com - 14 days ago

Waytogo Consultants - Mumbai, Maharashtra, India

Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. Ensuring the highest levels of service to the client /HNI customers Acquisition...

from: linkedin.com (+1 source) - 11 days ago

Resource Advisory Junction - Mumbai (+1 location)

and disability insurance records, pension plan information, Designation: Private Wealth Manager - Mumbai Vacancies: 5 Experience: 1.0 Year(s) - 5.0 Year(s) 10.00 LPA To 15.00 LPA INR

from: jobitus.com - 3 days ago

Leading Bank and NBFCs - Mumbai, Maharashtra, India

and satisfaction of HNI Customers’ financial, banking, investment and business needs and To cross sell wealth & liability products to the banks premium Asset clients Manage the portfolio to de-risk against...

from: linkedin.com - 21 days ago

Prabhudas Lilladher Private Limited - Mumbai, Maharashtra, India

. Should have worked in a nationally well-known reputed broker or wealth manager even if the brand is a regional brand. Preference would be from top 20 brands in banking/ broking/ wealth management. Strong

from: linkedin.com (+1 source) - 23 days ago

Mintskill - Mumbai

The sales team primarily comprises of RMs, Sr RMs, and Insignia RMs.Key responsibilities : - This is an individual contributor role- This role is to acquire B2C clientele & build portfolio there on- Acquisition...

from: updazz.com - 6 days ago

Mumbai Metropolitan Region

Ensure profitability of the portfolio: Generate high Income per Customer To Enhance & Retain customer profitability by capturing larger share of Wallet Interview's on for the Highest -Super HNI - Client...

from: linkedin.com - More than 30 days ago