Last updated: 2025-05-22

19 Wealth Management jobs in Mumbai.

Hiring now: Wealth Planning Officer @ Tata Aia, Wealth Planning Officer @ Tata Aia L, Wealth Planning Officer W @ Tata Aia, Opsba Iwm @ Nomura, Dir Aladdin Client Transf @ Blackrock, Associate Biz Development @ Interactiv, Research Analyst @ Ion, Wealth Planning Officer W @ Tata Aia L, Sr Philanthropy Advisor @ India Clim.Explore more at at kaamvaam.com

🔥 Skills

Communication (13) New Business Development (13) Sales Mindset (13) Field Work (13) Basic Computers (12) Confidence (12) Honesty (11) Incentives (10) Sales (8) Reimbursements (7)

📍 Locations

Mumbai (19)
🔍 Go to full job search

Tata Aia

Wealth Planning Officer Mumbai
Skills & Focus: Honesty, Communication, New Business Development, Sales Mindset, Basic Computers, Field Work, Confidence, Incentives, Reimbursements, Mobile bill reimbursement
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-emine…
Salary: ₹18,500 Monthly
Type: Full-time
Benefits: PF & ESIC, 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-emine…
Salary: ₹18,500 Monthly
Type: Sales / Business Development
Benefits: PF & ESIC, Incentives, Mobile and Travel Reimbursements

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-emine…
Experience: Min 6 months of field sales experience, Insurance sales experience
Salary: ₹18,500 Monthly
Type: Full-time
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-emine…
Salary: ₹18,500 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-emine…
Salary: ₹18,500 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-emine…
Salary: ₹18,500 Monthly
Type: Sales / Business Development Job
Benefits: PF & ESIC, Incentives, Mobile, Travel Reimbursements

Tata Aia

Wealth Planning Officer (WPO) Mumbai
Skills & Focus: Sales, Business Development, Communication, New Business Development, Sales Mindset, Basic Computers, Field Work, Confidence, Reimbursements, 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-emine…
Salary: ₹18,500 Monthly
Type: Full-time
Benefits: PF & ESIC, Mobile and Travel Reimbursements, Attractive incentives

Tata Aia

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-emine…
Salary: ₹18,500 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-emine…
Salary: ₹18,500 Monthly
Type: Full-time
Benefits: PF & ESIC, Incentives, Mobile and Travel Reimbursements

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 …
Experience: 1-3 years

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-emine…
Experience: Compulsory Preferred
Salary: ₹18,500 Monthly
Type: Full-time
Benefits: PF & ESIC, Mobile, Travel Reimbursements
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-emine…
Salary: ₹18,500 Monthly
Type: Sales / Business Development
Benefits: PF & ESIC, Incentives, Mobile and Travel Reimbursements

Blackrock

Director, Aladdin Client Transformations Mumbai
Skills & Focus: investment management, financial services, client management, implementation, portfolio management, risk analytics, compliance, investment operations, Team leadership, financial technology
About the Company: BlackRock is a global investment management corporation offering financial technology and investment solutions.
Experience: 12+ years
Benefits: Wide range of benefits including retirement plan, tuition reimbursement, healthcare, support for working parents, Flexi…

Interactive Brokers Group, Inc.

Associate - Business Development Mumbai
Skills & Focus: financial services, brokerage, client onboarding, integration projects, market analysis, high net worth individuals, institutional clients, competitive research, quantitative skills, communication skills
About the Company: Interactive Brokers is a global financial services company headquartered in Greenwich, CT, USA, providing global electronic brokerage services around the clock…
Experience: 1-2 years in brokerage or financial industry
Type: Full-time
Benefits: Competitive salary package, performance-based annual bonus, hybrid working model, group medical & life insurance, moder…

Nomura Holdings, Inc.

OPS-BA / IWM Mumbai
Skills & Focus: Operations, Wealth Management, Investment Management, Fund Processing, Asset Set Up, KYC, Mutual Funds, Hedge Funds, Portfolio Transfer, Risk Management
About the Company: Nomura is an Asia-headquartered financial services group with an integrated global network spanning over 30 countries. By connecting markets East & West, Nomur…
Experience: 6-8 years

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: We’re a diverse group of visionary innovators who provide trading and workflow automation software, high-value analytics, and strategic consulting to corporati…
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-emine…
Experience: Compulsory Preferred
Salary: ₹18,500 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-emine…
Salary: ₹18,500 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 Ind…
Experience: Significant experience in fundraising, partnership and HNI or donor advisory work.