No longer accepting applications
![[15h Left] Wealth Manager](https://cdn-logos.talent.com/v1/logo/image?feedcode=attb-in&company_name=Moneyfrog%20Financial%20Services%20Pvt.%20Ltd.){kind=logo}
[15h Left] Wealth Manager
Moneyfrog Financial Services Pvt. Ltd.Mumbai, Maharashtra, India23 days ago
Job descriptionBuild and maintain strong relationships with HNI clients. Provide expert advice on Mutual Funds, Equities, Bonds, Insurance, and other investment products. Conduct regular portfolio reviews and risk assessments. Identify and onboard new clients to expand the business portfolio. Offer customized investment and financial planning solutions. Stay updated on market trends, financial products, and regulatory changes.
Job Description : Relationship Manager - Wealth
- Experienced (Minimum 3 years) : Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments.
Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management.
Education : Bachelor's degree in Commerce (B.Com) or MBA in Finance with knowledge of Mutual Funds.
Regulatory / Other Certifications : Chartered Wealth Manager (CWM),Certified Financial Planner (CFP), or AMFI Mutual Funds certification, or NISM Dealer Module.
Role Overview : The Relationship Manager - Wealth will be responsible for managing and growing a portfolio of High Net Worth Individual (HNI) clients by providing expert investment advice, wealth planning, and tailored financial solutions. The role involves client acquisition through various marketing strategies and delivering personalized investment recommendations.
Key Responsibilities :
Create a job alert for this search
15H Left Manager • Mumbai, Maharashtra, India
Related jobs
![[Urgent Search] Wealth Manager](https://cdn-logos.talent.com/v1/logo/image?feedcode=attb-in&company_name=Star%20Union%20Dai-ichi%20Life%20Insurance%20Company%20Limited)
- Promoted
- New!
Relationship Manager - Wealth
Alpha AlternativesMumbai, India The person shall be responsible : - To build and manage relationships with UHNI's in designated location including family offices and Corporates.To think strategi...Show moreLast updated: 7 hours ago
- Promoted
Wealth Manager
Star Union Dai-ichi Life Insurance Company LimitedMumbai, Maharashtra, India The incumbent of this role will be responsible for managing relationships with High Net Worth (HNI), Ultra High Net Worth (UHNI), and Retail customers, offering tailored financial solutions, and dr...Show moreLast updated: 30+ days ago
- Promoted
Senior Wealth Manager
ConfidentialMumbai Managing the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI segment.
Develop, manage, and expand customer relat...Show moreLast updated: 30+ days ago
- Promoted
Wealth Manager
MetaMorphMumbai, Maharashtra, India Customer Acquisition Minimum of 1 Cr.Financial Planning (FP) and Portfolio Services.Execution of transactions post FP and on periodical basis.
Private Wealth, PMS and AIF fund related queries.Ensure...Show moreLast updated: 4 days ago
- Promoted
Subject Matter Expert Wealth Management
QualityKiosk TechnologiesNavi Mumbai, Maharashtra, India We are seeking an experienced Wealth Management Subject Matter Expert (SME) to lead the design, validation, and delivery of digital wealth management and investment advisory journeys.The role requi...Show moreLast updated: 12 days ago
- Promoted
- New!
(3 Days Left) Sr. Wealth Relationship Manager -(5+ years of experience in Wealth Management / Financia
Talent Corner HR Services Pvt LtdMumbai, Maharashtra, India Wealth Relationship Manager : We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Wealth Relationship Manager.
Wealth Management -RM / Financial Planning / Product ...Show moreLast updated: 4 hours ago
- Promoted
Bonanza Portfolio - Private Wealth Manager - Family Office Acquisition
Bonanza PorfolioMumbai, India Job Description - Wealth Manager (Family Office).The Wealth Manager (Family Office) will act as the primary liaison between the Family Office and its client families.
This role is responsible for on...Show moreLast updated: 19 days ago
- Promoted
Wealth RM
ConfidentialMumbai City, Mumbai Manage banking and investment relationships of clients, responsible for overall growth of Liabilities & Investment business from the HNI segment.
Develop, manage, and expand customer relationships b...Show moreLast updated: 30+ days ago
- Promoted
Wealth Manager
equentisMumbai, Maharashtra, India Broader Role / Responsibilities : .Acquisition of Wealth Clients : .Wealth Manager will be responsible for acquiring & advising HNI clients.
Affluent & Super Affluent client base from the existing pool ...Show moreLast updated: 30+ days ago
- Promoted
- New!
Sr. Wealth Relationship Manager -(5+ years of experience in Wealth Management / Financial Planning / CA
Talent Corner HR Services Pvt LtdMumbai, Maharashtra, India Wealth Relationship Manager : We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Wealth Relationship Manager.
Wealth Management -RM / Financial Planning / Product K...Show moreLast updated: 18 hours ago
- Promoted
Equentis - Wealth Manager
EquentisMumbai, India Position : Wealth Manager Location : Bangalore / Mumbai Job Summary We are seeking a sea...Show moreLast updated: 30+ days ago
- Promoted
- New!
Sr. Wealth Relationship Manager -(5+ years of experience in Wealth Management / Financial Planning / CA - Mumbai - Nariman Point
Talent Corner HR Services Pvt LtdMumbai, Maharashtra, India We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Wealth Relationship Manager.Wealth Management -RM / Financial Planning / Product.
Experience in Wealth Management ...Show moreLast updated: 2 hours ago
- Promoted
Nuvama - Wealth Relationship Manager
Nuvama Wealth and Investment LimitedMumbai, India Job Description - Wealth Relationship Manager Roles and Responsibilities - Catering to the investment needs of clients by providing them researc...Show moreLast updated: 30+ days ago
- Promoted
[Urgent Search] Wealth Manager
Star Union Dai-ichi Life Insurance Company LimitedMumbai, Maharashtra, India Job Summary : The incumbent of this role will be responsible for managing relationships with High Net Worth (HNI), Ultra High Net Worth (UHNI), and Retail customers, offering tailored financial sol...Show moreLast updated: 21 days ago
- Promoted
▷ [Urgent] Wealth Manager
Moneyfrog Financial Services Pvt. Ltd.Mumbai, Maharashtra, India Job Description : Relationship Manager - Wealth - Experienced (Minimum 3 years) : Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, ...Show moreLast updated: 8 days ago
- Promoted
Fintoo - Private Wealth Manager
FINTOOMumbai, India AVP Wealth - Private Wealth Management We are seeking a dynamic and experienced individual to join our team as an AVP Wealth in Private Wealth Management.The ideal ca...Show moreLast updated: 30+ days ago
- Promoted
Wealth Manager
Moneyfrog Financial Services Pvt. Ltd.Mumbai, Maharashtra, India Job Description : Relationship Manager - Wealth.Experienced (Minimum 3 years) : .Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Ins...Show moreLast updated: 30+ days ago
- Promoted
- New!
15h Left : Wealth Manager
Moneyfrog Financial Services Pvt. Ltd.Mumbai, Maharashtra, India Job Description : Relationship Manager - Wealth - Experienced (Minimum 3 years) : Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, ...Show moreLast updated: 4 hours ago
- Promoted
Wealth Manager
ConfidentialMumbai, Surat Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients.Achieve the Targets set in terms of product mix.
Relationship Management profile involving acquiring, growing and ...Show moreLast updated: 30+ days ago
- Promoted
Wealth Manager - Private Banking
Radiate Rays ConsultantsMumbai, India We are hiring for many Premium Wealth Management firms whom are actively hiring for Private Banking / Private Wealth roles as well as the Leadership Level roles.Location - Mumbai ...Show moreLast updated: 22 days ago