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Wealth Advisor Jobs in Mumbai

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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 , 2 days ago
Plan Ahead Wealth Advisors Pvt. Ltd. 2-7 yrs Mumbai, Bengaluru, Pune
Keyskills:
hni client handling, relationship management, mutual funds...
Job Description: This is a field job which involves traveling in the city, so should be able to take sales initiatives ...
3,50,000 - 8,50,000 P.A. As per Industry Standards & Re...
Posted by Shalini Dhawan , 27 days ago
ICICI Bank Ltd 4.1(6141 reviews) 1-6 yrs Mumbai, Bengaluru, Chennai
Keyskills:
relationship management, banking, wealth management, cross selling...
Job Description: Job Role and Responsibilities: To ensure more wallet share to the customers to avoid ...
3,00,000 - 8,00,000 P.A.
Posted by Sunil Kumar , 10 days ago
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 , 14 days ago
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 ...
3,00,000 - 8,00,000 P.A. +lucrative Incentives
Posted by Mahima Kapoor , 27 days ago
Reliance Securities, 3.9(81 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
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 , 28 days ago
Symphoni HR Private Limited 1-6 yrs Mumbai, Bengaluru
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
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 , 56 days ago
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 , 39 days ago
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 , 2 days ago
Wealth Tree Advisors Pvt. Ltd / MYCFO 3-8 yrs Mumbai
Keyskills:
Corporate Finance, Financial Planning, budgeting, forecasting...
Job Description: CA with good exp PQE in Finance Department;Need to have F&A work ...
6,00,000 - 10,00,000 P.A.
Posted by MyCFO , 23 days ago
Reliance Securities, 3.9(81 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 , 4 days ago
Anand Rathi share and stock brokers limited 3.6(14 reviews) 5-10 yrs Mumbai, Pune, Nagpur
Keyskills:
wealth management, new client acquisition, cfp, aum, wealth...
Job Description: Maintaining client relationships and generate AUM from preferred clients;The Relationship Manager will ...
5,00,000 - 15,00,000 P.A. Incentives
Posted by Ganesh Sarkhot , 2 days ago
RBL Bank Limited 4-9 yrs Mumbai
Keyskills:
sales, business development, branch banking, Client Acquisition...
Job Description: 3 Activation of customer Ensure that customer maintains required balances & starts transactions in ...
2,50,000 - 7,50,000 P.A.
Posted by Anand Adhikari , 5 days ago
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 , 7 days ago
India Infoline Limited 3.7(685 reviews) 2-7 yrs Mumbai, Navi Mumbai, Thane, Mumbai Suburbs
Keyskills:
b2b sales, amfi, mf, fd, Wealth Management, Wealth Manager, ifa...
Job Description: Train Non AMFI Certified IFAs to AMFI Certification for Building there MF AUM with ...
2,50,000 - 4,00,000 P.A.
Posted by Ashvini Laxane , 7 days ago
Sharekhan Limited 4.2(205 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 , 2 days ago
PRISMCONSULTANTS 5-10 yrs Mumbai, Mumbai Suburbs, Navi Mumbai
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 , 9 days ago
Sharekhan Limited 4.2(205 reviews) 3-8 yrs Mumbai
Keyskills:
cross selling, mutual funds, mf, wealth management, portfolio management...
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 Team HR , 9 days ago
Wahed Technologies Private Limited 1-4 yrs Mumbai Suburbs
Keyskills:
finance, financial services, NISM, Investment Advisory, wealth management...
Job Description: Good organisational skills and time management;Must be comfortable in handling and interacting with ...
Not disclosed
Posted by Annisa Andrade , 11 days ago
Citibank, N.A 4.2(194 reviews) 3-8 yrs Mumbai, Mumbai Suburbs
Keyskills:
sales, relationship management, relationship building, rm, query resolution...
Job Description: To Reach out to mapped Expat customers to asses and solicit sales .To meet and overachieve goals as set ...
Not disclosed
Posted by Prabhzot Kohli , 11 days ago
RRR HR Solutions 5-10 yrs Mumbai
Keyskills:
mutual funds, wealth management, nism, nism 5, business development, client...
Job Description: Wealth Management with at least 5 years of experience in handling HNIs/ UHNIs;Must be good at Client ...
Not disclosed
Posted by HR , 14 days ago
Karvy Stock Broking Limited 2-5 yrs Nagpur, Pune, Mumbai
Keyskills:
hni sales, relationship management, new client acquisition, dmat, equity...
4,00,000 - 9,00,000 P.A.
Posted by Raj Gopal , 21 days ago

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Religare Broking Limited 4.0(36 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 , 25 days ago
SMC Global Securities Ltd. 3.6(71 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 Reema Parmar , 28 days ago
Bajaj Capital Limited 3.7(182 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 , 30 days ago
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 , 30 days ago
Indusion Consulting Services Pvt Ltd 3-8 yrs Mumbai, Bengaluru
Keyskills:
relationship management, financial planning, cross selling...
Job Description: Kindly note this will not be a walk in interview. Responsible for handling ...
15,00,000 - 30,00,000 P.A.
Posted by Rikish Gandhi , Today
Reliance Capital Limited 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 , Today
Quotient Consultancy 5-10 yrs Mumbai, Mumbai Suburbs, Navi Mumbai
Keyskills:
Wealth Management, investment advisor, priority banking, investments...
Job Description: Looking out for candidates having experience in wealth management,PMS, ...
7,00,000 - 15,00,000 P.A.
Posted by MAHEK RAJPAL , 2 days ago
Adidar Consulting 5-7 yrs Delhi, Bengaluru, Mumbai
Keyskills:
Relationship Manager, HNI, Investment, Mutual Fund, Bonds...
Job Description: Graduate, with minimum of 5-7 years work experience, largely in wealth management;A business management ...
Not disclosed
Posted by HR , 25 days ago
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 , 17 days ago
Anakin Management Consultants Pvt Ltd 9-12 yrs Ahmedabad, Pune, Nagpur, Mumbai
Keyskills:
Business Development, Relationship Management, New Client Acquisition, HNI,...
Job Description: - Maintaining client relationships and generate AUM from preferred clients;"The Relationship Manager ...
Not disclosed
Posted by Not Provided , 18 days ago
Anakin Management Consultants Pvt Ltd 4-8 yrs Mumbai, Ahmedabad, Nagpur, Pune
Keyskills:
Business Development, Relationship Management, New Client Acquisition, HNI,...
Job Description: - Maintaining client relationships and generate AUM from preferred clients;"The Relationship Manager ...
Not disclosed
Posted by Not Provided , 18 days ago
DIGIFOCAL IT SOLUTIONS PRIVATE LIMITED 4-9 yrs Mumbai
Keyskills:
Structured Products, Mutual Funds, Wealth Management, Venture Capital, Real...
Job Description: We are looking for Senior Wealth manager in Mumbai for one of our financial services clients with ...
8,00,000 - 9,00,000 P.A.
Posted by ALHAD NIMBALKAR , 20 days ago

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Apple Pie Consulting & Hr Services 1-6 yrs Mumbai
Keyskills:
Relationship Manager, Relationship Management, Mutual Fund Sales, Retail...
Job Description: 1.Entire portfolio analysis, 360 degree wealth management and performing need analysis of your HNI, ...
Not disclosed
Posted by Vaibhav Z , 26 days ago
Anand Rathi Wealth Services Ltd 0-2 yrs Mumbai
Keyskills:
Finance, Business Development, Banking, Strategic Planning...
Job Description: Given that AR PWM is very focused in client level portfolio advisory (rather than product selling), its ...
4,50,000 - 5,50,000 P.A.
Posted by Shruti , 26 days ago
Housing Development Finance Corporation Limited 4.3(11 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 , 28 days ago
Nastech Consulting 2-5 yrs Bengaluru, Chennai, Gurgaon, Mumbai
Keyskills:
sales, business development, direct selling, profitability, finance, wealth...
Job Description: - Graduate / Post graduate 2-5 years of Sales experience in direct selling of financial products from ...
Not disclosed
Posted by HR , 17 days ago
ABans Group of Companies 10-14 yrs Mumbai
Keyskills:
Sales, Structured Products, Finance, Investment Banking, CFP...
Job Description: Should have good communication & presentation skills;10- 12 years of Sales experience in direct ...
Not disclosed
Posted by HR , 18 days ago
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 , 54 days ago
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 , 56 days ago
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 , 56 days ago
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 , 49 days ago
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 , 7 days ago
PRISMCONSULTANTS 1-6 yrs Mumbai, Mumbai Suburbs, Navi Mumbai
Keyskills:
Finance, HNI Client Handling, Financial Planning, rm, mutul fund, mf...
2,00,000 - 5,00,000 P.A.
Posted by Kanchan Bhatia , 2 days ago
Kairos Consulting 7-11 yrs Mumbai
Keyskills:
Sales Planning, Business Development, Relationship Management...
Job Description: - Use financial acumen and investment expertise to review a clients personal data, align clients need ...
Not disclosed
Posted by Mss. Bhumika , 4 days ago
Quotient Consultancy 8-13 yrs Mumbai
Keyskills:
banking, mutual funds, life insurance, wealth management...
Job Description: Candidate should have spent minimun 3 years in the current organisation;Candidate must be 10-14 years of ...
6,00,000 - 16,00,000 P.A.
Posted by MAHEK RAJPAL , 7 days ago
Reliance Capital Limited 1-6 yrs Mumbai(Shanti Nagar Borivali)
Keyskills:
relationship management, hni client handling, Wealth Management...
3,50,000 - 8,50,000 P.A.
Posted by Smita Dive , 4 days ago
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