Wealth Management Advisor Jobs in Mumbai

Key Responsibilities Bookkeeping: Maintain accurate daily financial records and data entry. Zoho Management: Manage accounts payable/receivable invoicing and expense tracking specifically within the Zoho Books ecosystem. Reconciliation: Perform regular bank and credit card reconciliations to e...

Positions Open: Financial Advisor/Investment SpecialistKey Responsibilities: investment products (MF FD Bonds & Debenture) to clients (prospective as well as existing) which may be of interest for them or which are on the approved list;2. Assist the client in aligning his or her investments as per h...

DescriptionJoin a team shaping the future of digital payments and drive your professional growth. Unlock your potential and make a meaningful impact in a fast-paced and innovative environment.As a Payment Lifecycle Associate I within Payments Operations you will enhance our payment operations framew...

DescriptionYou are a strategic thinker passionate about driving solutions in Sales Support for Private Wealth Alternatives. You have found the right team.As a Sales Support Professional / Lead within our Private Wealth Alternatives APAC Team you will be responsible for setting and improving our orga...

DescriptionJoin JPMorgan Chase and play a vital role in managing and enriching client data for seamless financial operations. Be part of a dynamic team that supports trading settlement and regulatory compliance through accurate data management. Drive impactful change by leveraging digital tools and...

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 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...

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...