Private Wealth Management Associate Advisor Jobs in Mumbai

About this roleBusiness OverviewPMGTechis the horizontal technology platform within BlackRocks Portfolio Management Group (PMG) integrating investment research with advanced engineering AI and alternative data to make technology a direct driver of alpha. Itoperatesas one global team across three ver...

Job Description: Manage clients through client visits suggest financial products to the clients and achieve business target. Responsible for product penetration and increasing clients wallet share. Identifying prospective clients & acquiring new clients. Candidate should have expe...

Jd - Knowledge in mutual fund/telesales/insurance distribution. *Strong verbal skills in Hindi English 1 regional language (preferred) Marathi Gujarati Tamil Kannada Telegu. *Self-driven target-oriented quick learner. *Manage 100 150 IFAs across assigned regional clusters. *Drive SIPs folio activ...

Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals businesses and institutions. These services include brokerage and investment advisory financial and wealth planning credit and lending cash management annuities and insurance retirem...

Position: Relationship Manager Sales B1/B2About Drip CapitalWe are a US-based fintech company revolutionizing global trade for SMEs. At Drip Capital were redefining the future of trade finance and facilitation empowering small and medium-sized enterprises (SMEs) to scale internationally with ease.W...

Job Description - Wealth Manager HNI Sales Job Location- Mumbai CTC- Up to 20 LPA SUMMARY: - The Wealth Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relatio...

Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes Mutual Funds Bonds etc.). them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance...

DescriptionYou are a strategic thinker passionate about driving solutions in Capital Management.You have found the right team.As an Associate - Capital Management & Strategy within the EMEA Capital Management and Strategy team you will play a key role in ensuring that the firm complies with its prud...

We are seeking someone to join our Project Management Team as a Associate as Digital Innovation Developer.In the Finance division we act as a partner to business units around the globe by providing management review analysis and advisory services of the Firms financial and capital resourcesThis reso...

Location: IN - Mumbai 24/7 Job-ID: 216335 Contract type: Standard Business Unit: OthersLife on the teamAre you detail-oriented and passionate about managing IT assets effectively throughout their lifecycleAs part of our Asset Management team youll play a vital role in managing the full lifecycle...

DescriptionJoin a world-class team at J.P. Morgan where innovation meets excellence in wealth management. As a Trade Associate youll be part of a dynamic environment that values precision analytical prowess and a passion for financial markets. Elevate your career by contributing to our global succes...

About Us:Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices...

About Us:Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices...

Company Details: Leading Treasury and Risk Management Advisory firm Role Overview: We are looking for a sharp detail-oriented Senior Analyst with 4-5 years of experience in investment research and wealth management. The candidate must have cleared CFA Level II or III and should possess strong know...

OKAbout Max Life Insurance: Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group an Indian multi business corporation.Max Life offers comprehensive protection and long-term savings l...

DescriptionYou are a strategic thinker passionate about driving solutions in Asset Management Client Services. You have found the right team.As an Asset Management Client Services Professional within our Client Account Management team you will spend each day defining refining and delivering set goal...

About Us:Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices...

Job Title: Relationship ManagerLocation: MumbaiSalary: 8 LPAIndustry: BFSI / Financial ServicesJob Type: Full-TimeJob Summary:We are seeking a dedicated and customer-oriented Relationship Manager to manage client portfolios drive business growth and ensure exceptional service delivery. The role requ...

Job PurposeThis role plays a crucial part in driving sales growth and managing the customer lifecycle for building materials. You will be responsible for proactively generating new business opportunities managing existing customer relationships ensuring efficient order processing and maximizing cust...

Role OverviewThe Relationship Manager will be responsible for managing customer accounts driving repeat business ensuring smooth order fulfilment and building long-term client relationships. The role requires proactive communication problem-solving and coordination with internal teams to deliver exc...