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Wealth Advisor Jobs in Mumbai

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  • Investment Advisor- Wealth Advisor
Sharekhan Limited by BNP Paribas 4-9 yrs Mumbai
Keyskills:
cfp, finance, mutual funds, financial planning, business opportunity...
Job Description: Wealth Management with at least 5 years of experience in handling HNIs/ UHNIs;Must be good at Client ...
Not disclosed
Posted by Radhika Singh , 3 days ago
  • Operation Executive
Opportune Wealth Advisors Private limited 0-3 yrs Mumbai(Colaba)
Keyskills:
banking, mutual funds, data extraction, portfolio management...
Job Description: Maintaining client trade data in a software portal and providing the same to clients, as and when ...
Not disclosed
Posted by HR , 6 days ago
  • Relationship Manager - Wealth Management
KJMC Capital Market Services Ltd 3-5 yrs Mumbai(Nariman Point)
Keyskills:
Structured Products, Sales, Bonds, Wealth Management, Mutual Funds...
Job Description: Candidate should be residing within 1hour distance from office premises i.e;3 to 5 years experience in ...
Not disclosed
Posted by HR , 1 day ago
  • Team Manager / Relationship Manager - Equity / Wealth / Mutual Fund
Globe Capital Market Ltd. 3-8 yrs Mumbai(Chakala), Pune(Deccan Gymkhana+1), Delhi(Kalkaji+5)
Keyskills:
Sales Management, Relationship Management, Mutual Funds, Equity, demat...
Job Description: Team Manager (Sales ...
4,00,000 - 9,00,000 P.A. +lucrative Incentives
Posted by Mahima Kapoor , 7 days ago
  • Relationship Manager (wealth) - Borivali
Reliance Securities, 4.0(73 reviews) 1-6 yrs Mumbai
Keyskills:
hni client handling, business development, mutual funds, banking, insurance...
3,50,000 - 8,50,000 P.A.
Posted by Smita Dive , 4 days ago
  • Urgently Looking for Relationship Manager-ipo & MF
SMC Global Securities Ltd. 3.6(66 reviews) 1-4 yrs Mumbai, Mumbai Suburbs, Navi Mumbai
Keyskills:
Sales Management, Amfi, Marketing, Fixed Deposits, Finance, MF, HR, Banking...
50,000 - 3,00,000 P.A.
Posted by Ruby Sharma , 1 day ago
  • Relationship Manager - Private Banking - HNI Segment
Forret India 5-10 yrs Ahmedabad, Bengaluru, Chennai, Delhi NCR, Hyderabad, Mumbai, Surat, Vadodara
Keyskills:
Relationship Management, HNI Client Handling, Wealth Management, Sales...
Job Description: Relationship Manager - Private Banking - HNI Segment - Equities & Private Banking Group (4-12 yrs ...
Not disclosed
Posted by Hiral Nimavat , 12 days ago
  • Relationship Manager - Wealth Management
ATD enterprises 1-4 yrs Mumbai
Keyskills:
new client acquisition, hni client handling, wealth management...
Job Description: With a minimum of 6 months -2 yrs of experience required in Acquisition, Sales & Financial Planning ...
3,50,000 - 6,00,000 P.A.
Posted by HR , 14 days ago
  • Relationship Manager - HNI
Karvy Stock Broking Limited 3-8 yrs Mumbai, Pune, Kolkata
Keyskills:
HNI Sales, Business Development, Relationship Management...
3,50,000 - 8,50,000 P.A. Plus 3 times of fixed salary a...
Posted by Nikhil Tahilramani , 15 days ago
  • Relationship Manager- Retail Lending- Mumbai
Housing Development Finance Corporation Limited 4.4(10 reviews) 0-2 yrs Mumbai
Keyskills:
Execution, Loan Servicing, Customer Interaction, credit appraiser, customer...
Job Description: The candidate should have the ability to explain and market the various products offered with ...
Not disclosed
Posted by SUNDER SKANDAN , 1 day ago
  • Manager - FP & A : Mumbai [byculla / Mahalaxmi
Wealth Tree Advisors Pvt. Ltd / MyCFO 2-7 yrs Mumbai
Keyskills:
financial planning, financial analysis, budgeting, forecasting...
Job Description: CA/MBA with 2-3 years of experience;a) Experience in FP& ...
6,00,000 - 10,00,000 P.A.
Posted by Mahalaxmi Gupta , 7 days ago
  • Wealth Manager/senior Relationship Manager
KRChoksey Shares & Securities 3-6 yrs Mumbai
Keyskills:
Sales, Banking, Relationship Management, Life Insurance, Mutual Funds...
Job Description: - Must have an in depth knowledge of the various equities and wealth (including insurance) related ...
Not disclosed
Posted by HR , 29 days ago
  • Senior Relationship Manager - Wealth Management.
TATA CAPITAL FINANCIAL SERVICES LIMITED 4.1(292 reviews) 4-9 yrs Mumbai, Pune, Ahmedabad
Keyskills:
wealth management, cross selling, insurance sales, mutual funds, structured...
Not disclosed
Posted by Amey Padhye , 29 days ago
  • Relationship Manager - Wealth Management
ATD enterprises 1-4 yrs Mumbai
Keyskills:
new client acquisition, hni client handling, wealth management, banking...
Job Description: With a min of 1-2 yrs experience in Acquisition, Sales & Financial Planning of HNI Clients from BFSI ...
3,50,000 - 6,00,000 P.A.
Posted by HR , 33 days ago
  • Senior Relationship Manager/relationship Manager
HEADHUNTERS HR PVT. LTD. 1-6 yrs Mumbai, Mumbai Suburbs, Navi Mumbai
Keyskills:
wealth manager, investment, mutual fund, wealth, investment banking...
Job Description: 1. Acquisition of customers for wealth management & retail products 2. Generating ...
Not disclosed
Posted by Riddhi Devadiga , 19 days ago
  • Manager Corporate Finance [indas / Ifrs] : Byculla / Mahalaxmi
Wealth Tree Advisors Pvt. Ltd / MyCFO 2-6 yrs Mumbai
Keyskills:
corporate finance, financial statements, ifrs, accounts closing, INDAS...
Job Description: Job Description: a) To liaise with various stakeholders for completeness of financial data for ...
6,00,000 - 10,00,000 P.A.
Posted by MyCFO , 12 days ago
  • Financial Advisor
Karvy Stock Broking Limited 1-3 yrs Mumbai, Hyderabad, Pune
Keyskills:
trading, customer relation, customer relationship, client relationship, HNI...
1,75,000 - 4,00,000 P.A.
Posted by Sriram , 6 days ago
  • Walk In Interviews for RM Sales -mumbai, Pune
Religare Broking Limited 4.1(30 reviews) 1-6 yrs Mumbai, Pune, Navi Mumbai
Keyskills:
sales management, revenue generation, business development...
Job Description: Relationship Manager - Sales- Pune , Mumbai ,Kolhapur Job Roles & ...
1,75,000 - 5,50,000 P.A. Best in the Industry
Posted by Ruchi Garg , 6 days ago
  • Walkin Interview for Relationship Manager - Mumbai
Bajaj Capital Limited 3.7(172 reviews) 2-7 yrs Mumbai, Mumbai Suburbs, Navi Mumbai
Keyskills:
certified financial planner, financial planning, finance, wealth management...
Job Description: Candidates with NISM/ CFP /PGDFP/MFP /CWM certification would have an added advantage;Good communication ...
3,00,000 - 7,00,000 P.A. + Reimbursements
Posted by Catherine , 3 days ago
  • Jobs As Wealth RM in a Reputed Financial Company
PRISMCONSULTANTS 5-10 yrs Mumbai, Pune, Mumbai Suburbs
Keyskills:
finance, hni client handling, rm, mutul fund, mf, wealth, hni, m / f...
7,00,000 - 12,00,000 P.A.
Posted by Kanchan Bhatia , 3 days ago
  • Investment Advisor- Mutual Fund - Pune
Sharekhan Limited 4.2(193 reviews) 4-9 yrs Mumbai
Keyskills:
cfp, finance, mutual funds, financial planning, business opportunity...
Job Description: Wealth Management with at least 5 years of experience in handling HNIs/ UHNIs;Must be good at Client ...
Not disclosed
Posted by Radhika Singh , 3 days ago
  • Investment Advisor- Mutual Funds
Sharekhan by BNP Paribas 3.9(131 reviews) 2-7 yrs Mumbai, Ahmedabad, Rajkot, Surat
Keyskills:
cfp, finance, mutual funds, financial planning, client relationship, mutual...
Job Description: Wealth Management with minimum 2 years of experience in selling Mutual Funds;Must be good at Client ...
4,00,000 - 9,00,000 P.A.
Posted by Team HR , 8 days ago
  • Wealth Manager
Analah Capital 5-10 yrs Mumbai
Keyskills:
finance, retirement planning, financial markets, Wealth Management...
Job Description: We are 2 year young Investment Banking firm based out at Bandra Kurla Complex (BKC) Its a ...
5,00,000 - 15,00,000 P.A.
Posted by S Vidya , 12 days ago
  • Wealth Manager
Master Capital Services Ltd 4.0(10 reviews) 2-5 yrs Mumbai, Hyderabad, Kolkata, Delhi, Gurgaon, Indore, Jaipur, Lucknow, Ludhiana
Keyskills:
mutual funds, wealth management, bonds, structured products, commodities...
Job Description: Should possess excellent communication skills & presentation skills;Should be open to change and ...
3,00,000 - 8,00,000 P.A. Reimbursment + Incentives
Posted by Suprita , 8 days ago

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  • Investment Advisor
RS Signature Solutions Pvt Ltd 3-8 yrs Mumbai, Amritsar, Chandigarh, Jalandhar, Ludhiana, Mumbai Suburbs, Navi Mumbai
Keyskills:
sales, hni, investment products, Wealth Management, NIMS
Job Description: 3. Ensure that atleast 60\% of the new customers are cross sold investments products, by the end of the ...
Not disclosed
Posted by Sweety Correia , 25 days ago
  • Elite Wealth Manager - Andheri
Reliance Securities, 4.0(73 reviews) 1-6 yrs Mumbai
Keyskills:
hni client handling, business development, mutual funds, banking, insurance...
6,00,000 - 12,00,000 P.A.
Posted by Smita Dive , 19 days ago
  • Wealth Manager/ Senior Wealth Manager
PURNARTHA INVESTMENT ADVISERS PRIVATE LIMITED 3-8 yrs Mumbai, Hyderabad, Pune, Mumbai Suburbs, Navi Mumbai
Keyskills:
hni acquisition, equity sales, investment banking, hni sales...
Job Description: Should have good communication & presentation skills;Must have a effluent communication skills ...
5,00,000 - 10,00,000 P.A. Sales Incentives (performance...
Posted by Neha Singh , 18 days ago
  • Attractive Opportunity for Investment Advisor
RS Signature Solutions Pvt Ltd 5-10 yrs Mumbai, Chandigarh
Keyskills:
investment advisor, investment advisory, nism, Wealth Management...
Job Description: Wealth Management with at least 5 years of experience in handling HNIs/ UHNIs;We have an urgent ...
3,00,000 - 8,00,000 P.A.
Posted by . , 25 days ago
  • Senior Manager - PCG & Wealth Management - Broking & Portfolio Company
Prodigy Recruitment & Consulting (OPC) Pvt. Ltd. 5-9 yrs Delhi NCR, Mumbai, Pune, Ahmedabad, Nagpur, Nasik, Gurgaon
Keyskills:
HL, Lap, Mutual Funds, Customer Marketing, Equity Broking...
Job Description: Provide regular updates to the immediate superior as and when ...
Not disclosed
Posted by Narendra Kumar , 27 days ago
  • Relationship Manager - Banking Solutions
Confidential 5-10 yrs Mumbai, Pune, Navi Mumbai
Keyskills:
Relationship Management, Business Banking, Sales, Branch Banking...
Job Description: - Good understanding of Current Accounts & Business Banking & related products such as trade, ...
Not disclosed
Posted by Mahin Kothawala , 29 days ago
  • Portfolio Manager - Wealth Management
Emkay Global Financial Services Ltd. 4.3(17 reviews) 3-8 yrs Delhi NCR, Mumbai, Bengaluru, Chennai, Hyderabad, Pune, Kolkata
Keyskills:
financial advisory, portfolio management, wealth management...
Job Description: Customer Acquisition Minimum of 1 crore and above investable surplus;The candidate should have ...
15,00,000 - 30,00,000 P.A. Attractive Incentive Plan
Posted by Team HR , 29 days ago
  • IFA Channel RM in IIFL
India Infoline Limited 3.7(633 reviews) 3-8 yrs Mumbai Suburbs, Mumbai, Navi Mumbai
Keyskills:
b2b sales, business development, relationship management, channel sales...
Job Description: Experience: (3 to 8 years) Candidate must be from Broking industry and shud have knowledge about IFA ...
Not disclosed
Posted by Ashwini Laxane , 19 days ago
  • Wealth Manager
Kunvarji Group 8-13 yrs Mumbai
Keyskills:
Customer Satisfaction, New Business, Customer Service, Wealth Management...
Job Description: - Acquire and manage clients with minimum ticket size of 50 ...
Not disclosed
Posted by HR , 22 days ago
  • Relationship Manager
Sharekhan Limited 4.2(193 reviews) 6-11 yrs Mumbai
Keyskills:
CFP, Certified Financial Planner, Wealth Management...
Job Description: Graduate, with minimum of 5-7 years work experience, largely in wealth management;Relevant experience in ...
Not disclosed
Posted by Team HR , 60 days ago
  • Senior Wealth Manager
Corporate Access 4-7 yrs Mumbai
Keyskills:
Wealth Management, Finance, HNI, Relationship Management, Private Banking...
Job Description: Education Preferred Education Pool MBA, CA, CFA;Experience Minimum years 4-7 years;Preferred industry ...
Not disclosed
Posted by Not Provided , 55 days ago
  • Wealth Manager - HNI - BFS
Nastech Consulting 5-10 yrs Delhi, Mumbai
Keyskills:
Sales Process, Relationship Management, HNI, Cross Selling...
Job Description: - Any suspicious transaction must immediately be reported to the supervising officer;Only the confirmed ...
Not disclosed
Posted by HR , 57 days ago

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  • Wealth Manager - HNI
Nastech Consulting 11-15 yrs Mumbai, Delhi
Keyskills:
Sales Process, Relationship Management, HNI, Wealth Management...
Job Description: - Any suspicious transaction must immediately be reported to the supervising officer;Desired ...
Not disclosed
Posted by HR , 57 days ago
  • Wealth Manager
Armour Corporate Services 7-10 yrs Mumbai
Keyskills:
Sales Planning, Business Development, HNI Client Handling...
Job Description: Use financial acumen and investment expertise to review a clients personal data, align clients need ...
Not disclosed
Posted by HR , 42 days ago
  • Financial Advisor
Armour Corporate Services 11-15 yrs Mumbai
Keyskills:
Financial Advisor, Client Acquisition, broking, banking, Financial Advise...
Job Description: Prior Experience 5-15 years experience in Wealth;KNOWLEDGE SKILLS AND ...
Not disclosed
Posted by HR , 54 days ago
  • Financial Advisor
Armour Corporate Services 5-10 yrs Mumbai
Keyskills:
Financial Advisor, Client Acquisition, broking, banking, Financial Advise...
Job Description: Prior Experience 5-15 years experience in Wealth;KNOWLEDGE SKILLS AND ...
Not disclosed
Posted by HR , 54 days ago
  • Wealth Manager
Nastech Consulting 2-5 yrs Bengaluru, Chennai, Mumbai, Gurgaon
Keyskills:
Direct Sales, Business Development, Portfolio Management, Wealth Management...
Job Description: - Graduate / Post graduate 2-5 years of Sales experience in direct selling of financial products from ...
Not disclosed
Posted by HR , 57 days ago
  • Relationship Manager/ Executive Mutual Fund- Mumbai/ Bengaluru/ Delhi
DISHA INVESTMENT CENTRE PVT. LTD. 1-6 yrs Delhi NCR, Mumbai, Bengaluru
Keyskills:
mutual funds, sip, insurance, Relationship Manager, Investment...
Job Description: Hands on experience in wealth/portfolio management, financial planning or investment ...
1,25,000 - 6,25,000 P.A. Incentives + Reimbursement
Posted by TARUN SHARMA , 33 days ago
  • Wealth Manager / Investment Advisor-mf (client Mapped)- Nbfc (JY)
Manzil Placement 3-8 yrs Bengaluru, Chennai, Kolkata, Mumbai
Keyskills:
wealth management, mutual funds, wealth, insurance, sales...
Not disclosed
Posted by jyoti , 19 days ago
  • Relationship Manager-wealth For Leading Nbfc..
Symphoni HR Private Limited 3-8 yrs Mumbai, Pune
Keyskills:
Wealth Management, hni, wealth, investment, mutual fund, mf, li
Job Description: Only 5 days working;candidate should have good knowledge and Exp into the same;Salary: Salary ...
10,00,000 - 20,00,000 P.A.
Posted by Neha Jain , 3 days ago
  • Sr Private Wealth RM : Leading Bank / NBFC / AMC : Mumbai Location
Quotient Consultancy 3-8 yrs Mumbai
Keyskills:
Corporate Finance, Wealth Management, HNI Client Handling, Banking, Sales...
Job Description: seniority & the number of years of experience in the wealth domain);Candidate should have ...
12,00,000 - 18,00,000 P.A.
Posted by Deepa , 8 days ago
  • Sr Wealth RM (bank) Banks/ Financial Co/ Broking (mumbai)
Quotient Consultancy 4-9 yrs Mumbai, Mumbai Suburbs, Navi Mumbai
Keyskills:
Banking, Wealth Management, RM, PCG, wealth, private banking, investment...
Job Description: we have 2 categories basis experience and salary;We are looking at relationship managers at Mumbai ...
6,00,000 - 12,00,000 P.A.
Posted by MAHEK RAJPAL , 14 days ago
  • Jobs As Wealth Financial Planner / RM in a Reputed Financial Company
PRISMCONSULTANTS 1-6 yrs Mumbai, Mumbai Suburbs, Navi Mumbai
Keyskills:
Finance, HNI Client Handling, Financial Planning, rm, mutul fund, mf...
1,00,000 - 4,00,000 P.A.
Posted by Kanchan Bhatia , 3 days ago
  • Relationship Manager (wealth Management) - P2P Lending NBFC
Relix HR Consulting Pvt. Ltd. 2-6 yrs Mumbai, Bengaluru, Pune
Keyskills:
business development, relationship management, wealth management...
Job Description: Graduate / Post graduate with Sales experience in direct selling of financial products from any ...
Not disclosed
Posted by Shikha Rathore , 15 days ago
  • Urgent Opening for Wealth Manager
Insights India Relationship Mgmt Services Pvt Ltd 3-5 yrs Mumbai
Keyskills:
wealth management, communication skills
10,00,000 - 15,00,000 P.A.
Posted by Archana Batra Patel , 3 days ago
  • RM/ SRM / KRM - Wealth
Symphoni HR Private Limited 1-6 yrs Mumbai(Mumbai Central), Mumbai Suburbs, Navi Mumbai
Keyskills:
Life Insurance, Mutual Funds, Sales, Finance, Bonds, Structured Products...
Job Description: Specific responsibilities Tele calling the customers ...
1,50,000 - 6,50,000 P.A.
Posted by kiran , 11 days ago
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