Job Description
L
Leap
Finance Specialist- Controllership
Leap • Mumbai, Maharashtra • via Jobrapido.com
12 hours ago
Full–time
No Degree Mentioned
Apply on Jobrapido.com
Apply on WhatJobs
Apply on Recruit.net
Job description
Finance Manager JD:: LEAP
About the Role
We are seeking a highly skilled and experienced Chartered Accountant with 1-3+ years’ post qualification experience to join our fast-growing company as Finance Manager in a Controllership role. The ideal candidate will play a crucial role in managing the financial aspects of the organization, ensuring compliance with accounting standards, implementing rob...
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J
JR Laddha Financial Services Pvt. Ltd.
Relationship Manager Wealth Management (Sales)
JR Laddha Financial Services Pvt. Ltd. • Mumbai, Maharashtra • via Internshala
12 hours ago
₹5L–₹7L a year
Full–time
Apply on Internshala
Apply on BeBee
Apply on Trabajo.org
Apply on Jobrapido.com
Job description
About the job:
Job Description: Relationship Manager Wealth Management (Sales)
Location: Mumbai Lower Parel, Kolkata (On-site)
Department: Wealth Management
Reporting To: Vice President Wealth Management
Compensation: INR 6 7 LPA (Fixed) + Performance-Based IncentivesRole Overview
As a Relationship Manager, we are looking for a dynamic and client-focused professionals from the BFSI industry with 23 years of experience in selling financial products such as Mutual Funds, FDs, Direct Equities, Insurance, etc. to Retail, HNI, UHNI, or NRI clients. As a Relationship Manager, you will be responsible for client acquisition, portfolio management, and revenue generation through cross-selling a wide range of financial products. The role requires strong sales acumen, interpersonal skills, and a passion for financial markets.
About JR Laddha
Established in 1984, JR Laddha is a pan -India diversified financial services group with offerings across Wealth Management (Mutual funds, PMS, AIF, Unlisted Equity and alternate investments) and Investment Banking (Mergers and acquisition, Venture funding and IPO advisory). We combine institutional rigor with deep entrepreneurial networks to provide strategic financial solutions tailored to high-growth companies and investors, and are a member of the Pandea Global M&A Network.
Learn more at: https://www.jrladdha.in
Why Join Us
Work with Leadership Work side-by-side with senior decision-makers.
Learning Environment Progressive, tech-enabled culture (ChatGPT & AI tools) that blends mentorship with continuous, performance-driven growth.
High Visibility & Recognition Your impact is visible and rewarded; no bulky hierarchies.
Client -Centric Focus Cultivate long-term relationships with HNI clients.
Long Legacy Leverage decades-old relationships with family offices and Banks.
Benefits and Perks Hybrid schedule and flexible hours.
______________________________________________________________________________Key Responsibilities:
Identify and reach out to potential clients through calls, meetings, and references.
Convert potential clients into active clients and onboard them onto our digital platform.
Responsible for achieving targets based on acquisition and revenue generation through investment products.
Strengthen relationships with clients by providing excellent customer service and maintaining regular communication.
Collaborate with internal teams to ensure seamless client experiences and resolve any client queries or concerns.
Maintain up-to-date knowledge of nancial products, market trends, and regulatory requirements.
Provide timely and accurate reports on sales activities, revenue targets, and client interactions.
_________________________________________________________________________
Candidate Requirements
Bachelor's degree in Finance, Economics, Business Administration or related eld.
2 to 3 years of experience in selling nancial products to Retail/ HNI/ UHNI/ NRI clients.
Knowledge of investment products such as Mutual Finds, Fixed deposits, Insurance, Direct Equities, guaranteed plans, ULIPs, etc.
Proven track record of meeting or exceeding sales targets in a competitive environment.
Certifications: NISM VA / CFP / Other Wealth related certifications preferred.
_________________________________________________________________________
Soft Skills & Attributes
Excellent verbal and written communication skills, with prociency in English, Hindi, and one local language.
Strong telephonic skills and ability to engage and persuade potential clients effectively.
Professional demeanor with strong business etiquette.
Adaptability in a fast-paced and evolving environment.
Self-starter with a passion for continuous learning and ownership.
Ability to work independently as well as part of a team.
Applicants from Mumbai are preferred, but suitable candidates from other locations will also be considered.
If you possess the requisite skills and experience, we invite you to apply for this exciting opportunity to grow your career in the wealth management industry.
Who can apply:
Only those candidates can apply who:
• have minimum 2 years of experience
Salary:
₹ 5,00,000 - 7,00,000 /year
Experience:
2 year(s)
Deadline:
2026-06-08 23:59:59
Leap
Finance Specialist- Controllership
Leap • Mumbai, Maharashtra • via Jobrapido.com
12 hours ago
Full–time
No Degree Mentioned
Apply on Jobrapido.com
Apply on WhatJobs
Apply on Recruit.net
Job description
Finance Manager JD:: LEAP
About the Role
We are seeking a highly skilled and experienced Chartered Accountant with 1-3+ years’ post qualification experience to join our fast-growing company as Finance Manager in a Controllership role. The ideal candidate will play a crucial role in managing the financial aspects of the organization, ensuring compliance with accounting standards, implementing rob...
Show full description
Report this listing
J
JR Laddha Financial Services Pvt. Ltd.
Relationship Manager Wealth Management (Sales)
JR Laddha Financial Services Pvt. Ltd. • Mumbai, Maharashtra • via Internshala
12 hours ago
₹5L–₹7L a year
Full–time
Apply on Internshala
Apply on BeBee
Apply on Trabajo.org
Apply on Jobrapido.com
Job description
About the job:
Job Description: Relationship Manager Wealth Management (Sales)
Location: Mumbai Lower Parel, Kolkata (On-site)
Department: Wealth Management
Reporting To: Vice President Wealth Management
Compensation: INR 6 7 LPA (Fixed) + Performance-Based IncentivesRole Overview
As a Relationship Manager, we are looking for a dynamic and client-focused professionals from the BFSI industry with 23 years of experience in selling financial products such as Mutual Funds, FDs, Direct Equities, Insurance, etc. to Retail, HNI, UHNI, or NRI clients. As a Relationship Manager, you will be responsible for client acquisition, portfolio management, and revenue generation through cross-selling a wide range of financial products. The role requires strong sales acumen, interpersonal skills, and a passion for financial markets.
About JR Laddha
Established in 1984, JR Laddha is a pan -India diversified financial services group with offerings across Wealth Management (Mutual funds, PMS, AIF, Unlisted Equity and alternate investments) and Investment Banking (Mergers and acquisition, Venture funding and IPO advisory). We combine institutional rigor with deep entrepreneurial networks to provide strategic financial solutions tailored to high-growth companies and investors, and are a member of the Pandea Global M&A Network.
Learn more at: https://www.jrladdha.in
Why Join Us
Work with Leadership Work side-by-side with senior decision-makers.
Learning Environment Progressive, tech-enabled culture (ChatGPT & AI tools) that blends mentorship with continuous, performance-driven growth.
High Visibility & Recognition Your impact is visible and rewarded; no bulky hierarchies.
Client -Centric Focus Cultivate long-term relationships with HNI clients.
Long Legacy Leverage decades-old relationships with family offices and Banks.
Benefits and Perks Hybrid schedule and flexible hours.
______________________________________________________________________________Key Responsibilities:
Identify and reach out to potential clients through calls, meetings, and references.
Convert potential clients into active clients and onboard them onto our digital platform.
Responsible for achieving targets based on acquisition and revenue generation through investment products.
Strengthen relationships with clients by providing excellent customer service and maintaining regular communication.
Collaborate with internal teams to ensure seamless client experiences and resolve any client queries or concerns.
Maintain up-to-date knowledge of nancial products, market trends, and regulatory requirements.
Provide timely and accurate reports on sales activities, revenue targets, and client interactions.
_________________________________________________________________________
Candidate Requirements
Bachelor's degree in Finance, Economics, Business Administration or related eld.
2 to 3 years of experience in selling nancial products to Retail/ HNI/ UHNI/ NRI clients.
Knowledge of investment products such as Mutual Finds, Fixed deposits, Insurance, Direct Equities, guaranteed plans, ULIPs, etc.
Proven track record of meeting or exceeding sales targets in a competitive environment.
Certifications: NISM VA / CFP / Other Wealth related certifications preferred.
_________________________________________________________________________
Soft Skills & Attributes
Excellent verbal and written communication skills, with prociency in English, Hindi, and one local language.
Strong telephonic skills and ability to engage and persuade potential clients effectively.
Professional demeanor with strong business etiquette.
Adaptability in a fast-paced and evolving environment.
Self-starter with a passion for continuous learning and ownership.
Ability to work independently as well as part of a team.
Applicants from Mumbai are preferred, but suitable candidates from other locations will also be considered.
If you possess the requisite skills and experience, we invite you to apply for this exciting opportunity to grow your career in the wealth management industry.
Who can apply:
Only those candidates can apply who:
• have minimum 2 years of experience
Salary:
₹ 5,00,000 - 7,00,000 /year
Experience:
2 year(s)
Deadline:
2026-06-08 23:59:59
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager Wealth Management (Sales) position is now open for candidates interested in the Accountant Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
