Wealth Manager
Dalmia Wealth Pvt LtdMumbai, Maharashtra, India9 hours ago
Job descriptionCompetitive fixed + attractive revenue-based incentives. Access to top AMCs, PMS & AIFs. CRM, back-office & marketing support. Freedom to grow your own client base within a fast-scaling platform.
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 distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and corporate clients across Mutual Funds, PMS, AIFs, Bonds & Structured Products .
If you have :
- 3–5 years’ experience in Wealth / MF / PMS / AIF sales.
- An active client network or AUM book.
- Strong communication & advisory skills
Then this role is built for you!
We offer :
Apply now :
Or DM us your profile + current AUM details.
Create a job alert for this search
Wealth Manager • Mumbai, Maharashtra, India
Related jobs
- 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
Private 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
Stockal - Wealth Relationship Manager
BorderlessMumbai, India Wealth Relationship Manager Borderless helps retail investors in India, Middle East, and South-East Asia globalize their savings and wealth by inve...Show moreLast updated: 2 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
Senior Product Manager - Wealth Management
Yubi Marketsmumbai, maharashtra, in 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 und...Show moreLast updated: 12 days 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: 18 days ago
- Promoted
Ortus Global - Wealth Relationship Manager
Ortus GlobalMumbai, India About : - Manage and grow a portfolio of affluent / HNI clients.Provide personalized wealth management and investment advisory services.Identify cross-s...Show moreLast updated: 30+ days 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
Fundraising & Partnerships Manager
Talent Corner HR Services Pvt LtdThane, Maharashtra, India We are FCRA certified not-for-profit organization tackling early childhood malnutrition, primarily in remote and marginalized communities.
Since 2016, we have reached over 2 lakh beneficiaries acros...Show moreLast updated: 12 days ago
- Promoted
Engagement Manager
Straivemumbai, maharashtra, in AI solutions, committed to empowering businesses across various industries with cutting-edge technology and expert insights.
Backed by EQT, a top private equity firm, we are uniquely positioned to d...Show moreLast updated: 10 days ago
- Promoted
Senior Engagement Manager
Freechargemumbai, maharashtra, in Department – Program management.Axis Mumbai Office with a flexibility to travel to Gurgaon office on need basis.Act as the primary point of contact for Axis Bank, ensuring strong, positive relation...Show moreLast updated: 12 days 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
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
Wealth Manager
equentismumbai, maharashtra, in 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
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: 21 days ago