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  • Wealth Manager

     ...Purpose: Build relationships with institutional clients, including corporates, SMEs, banks, and financial institutions. Manage client investment portfolios, provide market updates, and offer expert recommendations. Key Responsibilities: Client Acquisition & Relationship... 
    Suggested
    Local area
    Bangalore
    a month ago

  • Wealth Manager

    1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product...  ...personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer... 
    Suggested
    Immediate start
    Mumbai
    26 days ago

  • Wealth Manager/Financial Planning

     ...for a dynamic, motivated, and client-focused Financial Advisor/ Wealth Manager to join our team at IMMPL Wealth Management. This role offers...  ...opportunities for increased engagement and revenue. Advise clients on strategies for cash management, insurance, investments... 
    Suggested
    Shift work
    Bangalore
    1 day ago

  • Wealth Manager

     ...Hi, We are hiring Position - Wealth Manager for Clients Company - Registered investment advisory company Location - Chennai ,...  ...Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family Offices Responsible for... 
    Suggested
    Chennai
    1 day ago

  • Wealth Manager - HNW

     ...Wealth Manager QuickTurtle is looking for a seasoned Wealth Manager to cater to the comprehensive financial needs of our High Net Worth (HNI) clients. If you have a proven track record in relationship management within banking or NBFCs, expertise across diverse financial... 
    Suggested
    Local area
    Immediate start
    Jaipur
    26 days ago

  • Wealth Manager

     ...branches and 4,400+ business partners, it has built a strong reputation in wealth creation. The company offers an extensive range of financial solutions, including Mutual Funds, Stocks, IPOs, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), ETFs, Corporate... 
    Suggested
    Full time
    Vapi
    2 days ago

  • Wealth Manager

     ...Description We are seeking a skilled Wealth Manager to join our team in India. The ideal candidate will have a strong background in financial advisory services and a passion for helping clients achieve their financial goals. As a Wealth Manager, you will develop tailored investment... 
    Suggested
    Pune
    6 days ago

  • Wealth Manager

     ...spanning over 100 countries and more than $10 billion under advice, we specialize in providing expert, impartial financial advice and wealth management solutions to our clients. Position Overview: We are seeking a dynamic and results-driven Wealth Manager to join our team... 
    Suggested
    Gurgaon
    3 days ago

  • Wealth Manager

     ...What are we looking for Sharekhan is seeking a highly driven and client-focused Wealth Manager. This role is crucial for acquiring and nurturing client relationships, gathering assets across a diverse portfolio of investment products, and driving consistent growth in AUM and... 
    Suggested
    Varanasi
    13 days ago

  • Claims Manager General Insurance

     ...Key Responsibilities: Independently manage client accounts, maintaining excellent client relations and satisfaction Oversee end-to-end claims handling from loss notification to final report submission Coordinate with field surveyors and internal teams to ensure timely... 
    Suggested
    Ahmedabad
    26 days ago

  • Wealth Manager

     ...Role & responsibilities Role- Relationship Management JD - Portfolio Handling Role Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. Develops, manages, and... 
    Suggested
    Full time
    Delhi
    26 days ago

  • Wealth Manager

     ...and maintain strong relationships with clients to ensure long-term engagement. Provide regular updates and reports to the reporting manager. Required Education, Skills & Knowledge Graduate / Postgraduate (Finance or related field preferred). Proven experience in... 
    Suggested
    Secunderabad
    5 days ago

  • Priority Wealth Manager

     ...sales performance to achieve given revenue targets (self and branch) through liability products [Current /Savings /Term deposits], wealth management products and asset related products (secured, unsecured) Generate new business via sales promotions, out-marketing calls and... 
    Suggested
    Long term contract
    Full time
    Work at office
    Immediate start
    Work from home
    Flexible hours
    Pune
    1 day ago

  • Private Wealth Director

     ...India, Middle East, and South-East Asia globalize their savings and wealth by investing in mature international markets such as the US. ISO...  ...financial services industry, Borderless enhances portfolio management and investment discovery. We are looking for an energetic Wealth... 
    Suggested
    Overseas
    Mumbai
    6 days ago

  • Wealth Management Consultant

     ...Company Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its  wealth... 
    Suggested
    Mumbai
    2 days ago

  • Priority Wealth Manager

     ...Job Summary As a Standard Chartered Relationship Manager, you'll be responsible for managing and developing relationships with high-profile...  ...managing operational risk and regulatory requirements. About Wealth And Retail Banking Wealth and Retail Banking (WRB) serves more... 
    Long term contract
    Full time
    Work at office
    Work from home
    Flexible hours
    Vadodara
    1 day ago

  • Priority Wealth Manager

     ...accuracy and warmth Business ~ Assist in Service Delivery by ensuring timely service to customers so customer traffic is efficiently managed. Recommend workflow changes for customer service with greater efficiency and effectiveness. Processes ~ General Reconciliation... 
    Long term contract
    Full time
    Work at office
    Work from home
    Flexible hours
    Chandigarh
    1 day ago

  • Wealth Manager

    ~ Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. ~ Achieve the Targets set in terms of product...  ...his personal & business banking/financial needs. ~ Relationship Management profile involving acquiring, growing and deepening HNI customer... 
    Local area
    Immediate start
    Delhi
    26 days ago

  • Priority Wealth Manager

     ...wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage the portfolio to de-risk against attrition and achieve stability of book. Have complete knowledge of the customer base in terms of... 
    Long term contract
    Full time
    Work at office
    Immediate start
    Work from home
    Flexible hours
    Bangalore
    1 day ago

  • Wealth Manager

     ...that will take you higher. Roles & Responsibilities: Managing Leads and conversion of leads into business. Acquiring and managing...  .... Variable: Annual Performance Based Incentive, linked to a wealth book managed. Travelling expenses of client meets will be... 
    Full time
    Work at office
    Dehradun
    4 days ago

  • Wealth Manager

     ...the investment needs of clients by providing them research based advises Interfacing all queries of clients and understanding their...  ...business and establishing strategic partnership & alliances Manage wealth & retail clients through client visits, provide financial investment... 
    Bangalore
    26 days ago

  • Wealth Manager

     ...Designation: Relationship Manager - Wealth Manager What You'll Do Acquire new clients through networking, referrals, and proactive outreach strategies Strengthen and expand existing client relationships by delivering top-quality broking services Offer tailored... 
    Delhi
    1 day ago

  • Wealth Manager

     ...Wealth Manager | Partner Business Job Overview We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic... 
    Ahmedabad
    3 days ago

  • Wealth Manager/Financial Planning

     ...Role Description This is a full-time, on-site role for a Wealth Manager located in Kolkata. The Wealth Manager will be responsible for...  ...Experience in developing personalized investment strategies and advising clients Strong analytical skills and the ability to... 
    Full time
    Kolkatta
    19 days ago

  • Wealth Manager

     ...Role Description This is a full-time, on-site role for a Wealth Manager located in Hyderabad. The Wealth Manager will be responsible...  ...services, developing and implementing investment strategies, and advising clients on investments and insurance. The Wealth Manager will... 
    Full time
    Secunderabad
    1 day ago

  • Wealth Manager

     ...JOB DISCRIPTION Designation : Asst. Mgr./Mgr./Sr. Manager/AVP Job Role : Wealth Manager – HNI Acquisition Experience : 2 - 10 Years Location : Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, Delhi Key Responsibilities & Accountabilities :  Will... 
    Immediate start
    Bangalore
    2 days ago

  • Claims Manager (Insurance)

     ...Location : Mumbai, Marine Lines Post : Claims Manager Key Responsibilities: Manage and oversee the end-to-end claims process across Fire, Marine, and Property lines of business. Collaborate effectively with Surveyors and Insurance Companies to ensure fair and timely... 
    Mumbai
    22 days ago

  • Private Wealth Director

     ...Products Meet required AUM, investor acquisition, and portfolio growth targets Provide personalized investment advice and wealth management solutions to HNI and UHNI clients Required Qualifications: ~ Postgraduate degree ~3–7 years of experience handling HNI and... 
    Chennai
    22 days ago

  • Wealth Manager/Financial Planning

     ...Job Summary: The Wealth Manager is responsible for managing High Net-Worth Individual (HNI) clients by offering tailored banking and investment solutions. The role focuses on deepening client relationships, increasing wallet share, and achieving business growth across liabilities... 
    Full time
    Thane
    26 days ago

  • Wealth Manager

     ...Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via...  ...and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds,... 
    Bangalore
    2 days ago