24 Wealth Management jobs in Mumbai.

Hiring now: Wealth Planning Officer W @ Tata Aia, Wealth Planning Officer @ Tata Aia L, Wealth Planning Officer @ Tata Aia, Associate Mgr @ Iqeq Mu, Opsba Iwm @ Nomura, Investor Services Officer @ Iqeq, Sr Mgr Prod And Ops @ Dreamsetgo, Aladdin Client Exp Vice P @ Blackrock, Us Individual Taxation @ Bamboohr, Mgr Fund Accounting @ Iqeq India.Explore more at jobswithgpt.com.

šŸ”„ Skills

Sales Mindset (13) New Business Development (13) Field Work (13) Communication (13) Honesty (12) Basic Computers (12) Confidence (12) Incentives (10) Sales (8) Business Development (7)

šŸ“ Locations

Mumbai (24)
šŸ” Go to full job search

Tata Aia

Wealth Planning Officer (WPO) Mumbai
Skills & Focus: Life Insurance, Sales Mindset, New Business Development, Field Work, Customer Acquisition, Lead Management, Communication, Self-motivated, Result-oriented, Hindi and English Fluency
About the Company: Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-emineā€¦
Experience: Min 6 months of field sales experience, Insurance sales experience
Salary: ā‚¹18,500 Monthly
Type: Full-time
Benefits: PF & ESIC, Incentives, Mobile and Travel Reimbursements

Tata Aia Life Insurance Company

Wealth Planning Officer Mumbai
Skills & Focus: Honesty, Communication, New Business Development, Sales Mindset, Basic Computers, Field Work, Confidence, Incentives, Reimbursements, Business Justification
About the Company: Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-emineā€¦
Salary: ā‚¹18,500 Monthly
Type: Sales / Business Development
Benefits: PF & ESIC, Incentives, Mobile and Travel Reimbursements

Tata Aia

Wealth Planning Officer Mumbai
Skills & Focus: Wealth Planning, Sales, Business Development, New Business Development, Honesty, Communication, Sales Mindset, Basic Computers, Field Work, Confidence
About the Company: Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-emineā€¦
Salary: ā‚¹18,500 Monthly
Type: Sales / Business Development
Benefits: PF & ESIC, Incentives, Reimbursements: Mobile, Travel

Tata Aia Life Insurance Company

Wealth Planning Officer (WPO) Mumbai
Skills & Focus: Sales, Business Development, Honesty, Communication, New Business Development, Sales Mindset, Basic Computers, Field Work, Confidence, Incentives
About the Company: Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-emineā€¦
Salary: ā‚¹18,500 Monthly
Type: Full-time
Benefits: PF & ESIC, Incentives, Mobile and Travel reimbursements

Tata Aia

Wealth Planning Officer Mumbai
Skills & Focus: Sales Mindset, New Business Development, Communication, Honesty, Confidence, Field Work, Basic Computers, Incentives, Reimbursements, Weekly Days Working
About the Company: Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-emineā€¦
Salary: ā‚¹18,500 Monthly
Type: Sales / Business Development Job
Benefits: PF & ESIC, Incentives, Mobile, Travel Reimbursements
Wealth Planning Officer (WPO) Mumbai
Skills & Focus: Sales, Business Development, New Business Development, Sales Mindset, Communication, Honesty, Confidence, Field Work, Basic Computers, Incentives
About the Company: Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-emineā€¦
Salary: ā‚¹18,500 Monthly
Type: Full-time
Benefits: PF & ESIC, Incentives, Reimbursements: Mobile, Travel

Tata Aia

Wealth Planning Officer (WPO) Mumbai
Skills & Focus: Sales, Business Development, Honesty, Communication, New Business Development, Sales Mindset, Basic Computers, Field Work, Confidence, Incentives
About the Company: Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-emineā€¦
Salary: ā‚¹18,500 Monthly
Type: Full-time
Benefits: PF & ESIC, Incentives, Mobile and Travel Reimbursements

Iq-Eq Mu

Associate Manager Mumbai
Skills & Focus: compliance policies, client relationships, team supervision, financial statements, regulatory reporting, customer focus, effective communication, attention to detail, ownership, on-time delivery

Nomura Holdings, Inc.

OPS-BA / IWM Mumbai
Skills & Focus: asset transfer, settlements, private banking, remittance, custody, trade processing, risk management, portfolio transfer, client service, settlement management
About the Company: Nomura is an Asia-headquartered financial services group with an integrated global network spanning over 30 countries. Founded in 1925, the firm is built on a ā€¦
Experience: 1-3 years

Iq-Eq

Investor Services Officer Mumbai
Skills & Focus: Investor services, AIF, AML/KYC compliance, Subscription process, FATCA, CRS reporting, Customer Due Diligence, Investor queries, Transfer agency, Communication with clients

Tata Aia

Wealth Planning Officer Mumbai
Skills & Focus: New Business Development, Sales Mindset, Basic Computers, Field Work, Honesty, Communication, Incentives, Mobile Reimbursements, Travel Reimbursements, Confidence
About the Company: Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-emineā€¦
Salary: ā‚¹18,500 Monthly
Type: Full-time
Benefits: PF & ESIC, Incentives, Reimbursements: Mobile, Travel

Tata Aia Life Insurance Company

Wealth Planning Officer (WPO) Mumbai
Skills & Focus: Honesty, Communication, New Business Development, Sales Mindset, Basic Computers, Field Work, Confidence, Incentives, Reimbursements, Business justification
About the Company: Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-emineā€¦
Experience: Compulsory Preferred
Salary: ā‚¹18,500 Monthly
Type: Full-time
Benefits: PF & ESIC, Mobile, Travel Reimbursements

Dreamsetgo

Senior Manager - Product and Operations Mumbai
Skills & Focus: product innovation, operations execution, luxury sports travel, experiential travel, premium service delivery, high-net-worth individuals, sports experiences, event management, customer engagement, travel packages
About the Company: DreamSetGo is a sports travel & experiences platform from Dream Sports, which is a sports technology company with brands such as Dream11 and FanCode in its porā€¦

Blackrock

Aladdin Client Experience, Vice President Mumbai
Skills & Focus: FinTech, client services, investment processes, risk modeling, compliance, trading, portfolio management, technology solutions, data analysis, stakeholder management
About the Company: BlackRock is a global investment manager and fiduciary to our clients, dedicated to helping everyone experience financial well-being. Since 1999, we've been a ā€¦
Experience: 7+ years of experience in Financial Services, Technology, Consulting or Buy Side firm.
Type: Full-time
Benefits: We offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, ā€¦

Tata Aia Life Insurance Company

Wealth Planning Officer (WPO) Mumbai
Skills & Focus: Sales, Business Development, New Business Development, Honesty, Communication, Sales Mindset, Basic Computers, Field Work, Confidence, Incentives
About the Company: Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-emineā€¦
Experience: Experience not specified
Salary: ā‚¹18,500 Monthly
Type: Full-time
Benefits: PF & ESIC, Incentives, Mobile and Travel Reimbursements

Tata Aia

Wealth Planning Officer Mumbai
Skills & Focus: Sales, Business Development, Honesty, Communication, New Business Development, Sales Mindset, Basic Computers, Field Work, Confidence, Incentives
About the Company: Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-emineā€¦
Salary: ā‚¹18,500 Monthly
Type: Full-time
Benefits: PF & ESIC, Incentives, Mobile and Travel Reimbursements

Bamboohr

US Individual Taxation Mumbai
Skills & Focus: US Personal Income Tax, Tax returns, Client queries, Tax practices, Tax law, Team collaboration, CCH Axcess software, US 1040, State tax returns, High net-worth
About the Company: BambooHR provides an online HR software to small and medium-sized businesses.
Type: Full Time

Iq-Eq India

Manager ā€“ Fund Accounting Mumbai
Skills & Focus: fund accounting, client satisfaction, process excellence, team management, compliance policies, resource utilization, continuous improvement, risk policies, quality control, billing processes
Director ā€“ Fund Accounting and Operations Mumbai
Skills & Focus: Fund Accounting, Private Equity, Client Satisfaction, Compliance, Process Excellence, Team Management, Resource Utilization, Continuous Improvement, Staff Training, Regulatory Changes

Msci

Index Client Services Associate Mumbai
Skills & Focus: client service, index products, methodology, financial institutional clients, communication skills, capital markets, investment products, organizational skills, training, support
About the Company: MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, daā€¦
Experience: 3-5 years experience in client relationship management
Benefits: Transparent compensation schemes, comprehensive employee benefits, flexible working arrangements, advanced technology, ā€¦

Ion

Research Analyst Mumbai
Skills & Focus: data monitoring, automated processes, media sources, financial statements, ownership data, open-source intelligence, data capture, information synthesis, wealth-related information, curation of sources
About the Company: Weā€™re a diverse group of visionary innovators who provide trading and workflow automation software, high-value analytics, and strategic consulting to corporatiā€¦
Type: Full-time

Tata Aia Life Insurance Company

Wealth Planning Officer (WPO) Mumbai
Skills & Focus: Honesty, Communication, New Business Development, Sales Mindset, Basic Computers, Field Work, Confidence, Incentives, Reimbursements, Sales
About the Company: Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-emineā€¦
Experience: Compulsory Preferred
Salary: ā‚¹18,500 Monthly
Type: Full-time
Benefits: PF & ESIC, Incentives, Reimbursements: Mobile, Travel
Wealth Planning Officer (WPO) Mumbai
Skills & Focus: Sales, Business Development, Communication, New Business Development, Sales Mindset, Basic Computers, Field Work, Honesty, Confidence
About the Company: Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-emineā€¦
Salary: ā‚¹18,500 Monthly
Type: Full-time
Benefits: PF & ESIC, Incentives, Mobile and Travel Reimbursements

India Climate Collaborative

Senior Philanthropy Advisor Mumbai
Skills & Focus: Philanthropy, Climate, Advisor, High Net-Worth Individuals, Fundraising, Development, Climate Action, Donor Engagement, Strategic Advice, Partnership
About the Company: The India Climate Collaborative (ICC) was established in 2020 to coordinate and support Indian philanthropists scaling corporate and family philanthropy in Indā€¦
Experience: Significant experience in fundraising, partnership and HNI or donor advisory work.