Wealth Relationship Manager jobs in Maharashtra

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...

🏦 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 - Client Relationships Associate We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our...

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...

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...

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...

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 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...

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...

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...

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...

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...

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...

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...

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...