Wealth Relationship Manager jobs in New Delhi District

We are hiring for SBI Bank for Wealth Management Department. This role is responsible for leading the Wealth Management Relationship Team, driving business growth through acquisition and deepening of HNI and Affluent client relationships. The incumbent will manage sales performance, ensure high-quality financial advisory, and achieve key business metrics such as Total Relationship Value (TRV)...

Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth Management to join our team in New Delhi. The role involves building and managing long-term relationships with high-net-worth individuals (HNIs), providing tailored investment advice, and delivering comprehensive financial solutions that align with each client’s goals and risk appetite. The ideal candidate will...

Senior Wealth Managers | Locations – Mumbai, Delhi, Kolkata, Bangalore, Hyderabad, Chennai, Pune We’re expanding our Wealth Management team and looking for seasoned Private Bankers / Senior Wealth Managers who can manage and grow high-value client portfolios (₹1 Cr+ investable surplus). What You’ll Do: - Acquire & manage HNI clients (₹1–5 Cr+ portfolio) - Deliver end-to-end Financial Planning,...

Wealth Relationship Manager (Wealth RM) Role: Wealth Relationship Manager Department: Wealth Location: Delhi/NCR/Lucknow/Jammu/Mohali/Ludhiana/Bareilly/Gorakhpur To acquire, manage, and grow a portfolio of affluent / high-net-worth clients by providing tailored wealth management solutions, delivering superior customer experience, and ensuring compliance with regulatory guidelines. Key...

Role: Financial Planner/Wealth Manager This is a full-time, on-site role based in Dwarka. As a Financial Planner, you will be responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation. You will collaborate with investment experts, financial planners, and tax experts to develop unique financial...

Job Specifications Role Designation: Sr RM/RM Investment Products Department: Investment Products Function: Sales/Wealth Management Company: MOFSL Reporting to: Cluster Manager Location: Delhi, Noida Job Purpose The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed...

About the CompanyZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.About the RoleWe are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and advisory.About...

Job Summary: 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 driving investments into our insurance products. This role demands strong financial acumen, excellent interpersonal skills, and a deep understanding of wealth management products. Key...

Location: Bangalore/Hyderabad/Chennai Experience: 15+ Years in Private Wealth Management CTC: Based on current CTC and interview Employment Type: Full-time | Permanent About the Role We are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients, offering tailored investment and wealth creation solutions...

Urgent Mandate for a well reputed NBFC for Mumbai location. S/VP-Wealth Management (Individual/Playing captain both available) Only candidates from Banks, NBFC Or Wealth Management companies, having wealth products (MF, AIF, PMS, etc) selling experience are welcome. CTC: Up to 80 LPA Operation, analytics, backoffice experience candidates please do not apply for this role. Its a purely wealth...

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,...

Company Description Prosperity Services Kochi Role Description This is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi. These are central client-facing roles where professionals advise clients on wealth growth, manage their investment portfolios, and develop personalized financial plans covering investment, retirement, and estate planning. The...

Job Title: Wealth Manager Trainee to Wealth Manager (HIRING ONLY POSTGRADUATES FROM FINANCE, ECONOMICS & BFSI/BANKING) Location: Noida | Mumbai | Kolkata | Bangalore Date of Joining: 24th November 2025 Bond: 1-year agreement About Fincart Fincart is a leading fintech-driven financial advisory firm helping individuals and families achieve their financial goals through personalized,...

Key Responsibilities: Client Acquisition & Relationship Management - Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping.- Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management - Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and...

About Us: We enable businesses and investors to make smarter financial decisions through expert advisory, innovative strategies, and actionable insights. Our team blends analytical rigor with deep market understanding to deliver solutions that drive real impact. We’re now looking for a Senior Wealth Manager who thrives in dynamic environments, takes ownership from concept to completion, and...

Analyst – Wealth Management | Kolkata, India Location: Kolkata, India Type: Full-time Experience: 0–2 years Industry: Financial Services / Wealth Management About Us We’re a boutique wealth management firm built on trust, integrity, and long-term relationships. Based in Kolkata, we work closely with our clients to help them navigate the world of investments with clarity and confidence. Who...

Dealing In SLR - Non SLR Products.Primary & Secondary Placement of Bonds (NCD)End to end management of debt proposals - from sourcing to placement at best terms for the client.Achieve business targets and revenue goals while maintaining the highest standards of compliance and ethics.Must be comfortable with travelling across major cities in India.Handle client servicing, queries, and...

Role: Financial Planner/Wealth Manager This is a full-time, on-site role based in Dwarka. As a Financial Planner, you will be responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation. You will collaborate with investment experts, financial planners, and tax experts to develop unique financial...

Motilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division of Motilal Oswal Financial Services (MOFSL)a well-diversified Indian financial services company established in 1987. It caters primarily to High Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as corporates and institutions with a focus...

Maple Capital Advisors is seeking an experienced, high-performing Wealth Management Operations Analyst to join our New Delhi team. The ideal candidate will have a strong background in mutual funds operations, client servicing, CAMS, kfintech and reporting, with the ability to thrive in a fast-paced, entrepreneurial environment. About Maple Capital Advisors Maple Capital Advisors...