385 Financial Advisory Jobs - Page 8

We are looking for a highly skilled and experienced Relationship Manager to join our team in Hyderabad. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Devise financial solutions to meet company''s banking and financial advisory requirements. Achieve individual targets and grow account profitability while maintaining high service standards and compliance. Add value to clients and stay ahead of competition by structuring and implementing innovative deals. Structure and present new credit proposals to Credit/Risk teams. Ensure stability of income from existing clients and explore avenues for new income. Cross-sell other products to existing clients. Job Minimum 2 years of experience in sales, preferably in the banking or financial services industry. Strong knowledge of financial services and banking operations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience in relationship management and client acquisition. A graduate degree is required for this position. About Company TATA CAPITAL LIMITED is a leading player in the banking and financial services industry, providing expert advice and solutions to its clients. We are committed to delivering high-quality service and building long-term relationships with our customers.

Max Life Insurance Company Limited is looking for Relationship Associate - Bancassurance to join our dynamic team and embark on a rewarding career journeyA Relationship Associate typically refers to a role within the financial services industry, particularly in banking or investment firms. As a Relationship Associate, your primary responsibility is to support and manage client relationships to ensure customer satisfaction and promote business growth. Here are some common duties and responsibilities associated with the roleClient Relationship Management Building and maintaining strong relationships with clients is a key aspect of the role. Relationship Associates interact with clients to understand their financial needs, provide personalized service, address inquiries or concerns, and offer appropriate solutions or recommendations.Account Management Relationship Associates oversee client accounts, including opening new accounts, updating account information, and processing transactions. They ensure accurate record-keeping and handle any account-related administrative tasks.Financial Advisory Support Relationship Associates assist clients by providing basic financial advice and guidance. They may explain investment options, discuss risk tolerance, and help clients make informed decisions based on their financial goals.Cross-Selling and Upselling Relationship Associates identify opportunities to cross-sell or upsell additional products or services to existing clients. This involves analyzing client needs and suggesting relevant solutions that align with their financial objectives.Product Knowledge It is important for Relationship Associates to have a deep understanding of the financial products and services offered by their organization. They should be able to explain product features, benefits, and associated risks to clients.

Job Description: Investment Portfolio Advisor Job Title: Investment Portfolio Advisor Department: Wealth Grade: M1 to M5 Position Purpose : Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Direct Responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. Technical & Behavioral Competencies Strong communication & written skills Fluency in local language is an added advantage. Excellent interpersonal skills and must be a team player. Must be process oriented and must be willing to learn and adapt. Highly self motivated Specific Qualifications (if required) Graduate in any stream with basic knowledge of financial markets across different product lines. NISM VA (for Mutual Funds) NISM XXI A(for PMS) Insurance Corporate Agency License (SP Certificate) (for Insurance) NISM XIII A (for SIF)

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities . Role & responsibilities Assist financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up. Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers. Prepare for and coordinate marketing events which includes creating marketing compliance documentation Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts. Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely. Preferred candidate profile Graduate in finance discipline (0- 1year experience or 1year diploma is preferred. Good communication skills. Basic understanding of MS power point, MS Excel and MS Word. Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage Perks and benefits Fixed Shifts Sat - Sun fixed off Annual Bonus, Joining Bonus Lucrative Incentives Both Side Cabs Interested Candidates Can connect to (Sadhika - 9811174195)

The Job We are looking for smart, self-driven, high energy people with top notch communication skills, intellectual curiosity and passion for excellence. We are looking for people with a deep understanding of financial services and in-depth expertise in Capital Markets domain within Financial Services, with experience in one or more of the following areas: Domain Expertise in one or more of the following areas is a must Capital Markets: Investment Banking, Private Banking, Wealth Management, Market Infra, Retirement Services Retirement Services: Retirement Services, Defined Contribution, Defined Benefits, 401(k) plans, Recordkeeping Horizontal Consulting in Financial Services: Business Strategy, IT Strategy, Process Consulting, Cost Optimization, Customer Experience, Digital Transformation, Program Management, Change Management, Product Implementation, Business Architecture, Business Analysis and Post-merger Integration, Agile delivery, Automation Driving digital strategy for FSI clients using key emerging technologies likes Artificial Intelligence, Advanced Analytics, Omni/Conversational Channels, Cloud, Blockchain, Social & Mobility Your Profile Consulting & advisory experience with top-tier consulting organizations strongly preferred Full time MBA from top-tier business schools Work on business consulting engagements as part of a cross-cultural team across regions Take up a range of roles in the areas of process consulting, functional consulting, tech strategy, program management and change management Apply business consulting frameworks and methodologies to address business problems Be responsible for the delivery of business results to clients Lead / contribute to sales pursuits, consulting offerings and internal initiatives

To Apply - Submit Details via form - https://forms.gle/BubdUksV52R3v8Tp8 Ey is looking for a highly skilled and experienced Project Consultant to join their team in Gurgaon. The ideal candidate will have 6-10 years of experience in customer services, with excellent communication skills and the ability to handle customers efficiently. The opportunity : Project Consultant-NAT-PAS WKFA-CNS - PC - Workforce Advisory - Gurgaon Your key responsibilities Technical Excellence Understanding of TA processes and technical understanding of IT landscape Skills and attributes To qualify for the role you must have worked with GCCs in tech and financial services Experience 6-10 years Role & responsibilities Collaborate with multiple client departments to provide services while adhering to commercial and legal requirements. Utilize practical problem-solving skills to deliver insightful and practical solutions. Work collaboratively with cross-functional teams to achieve business objectives. Develop and maintain strong relationships with clients and stakeholders. Analyze complex problems and develop effective solutions. Ensure timely delivery of high-quality results and meet project deadlines. Preferred candidate profile Any graduation degree with prior experience in customer services. Minimum 6 months of experience in an international or domestic BPO/contact center. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and adapt to changing priorities Strong analytical and problem-solving skills. Experience working with diverse client groups and teams. What EY is looking for People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful and able to sustain postivie energy, while being adaptable and creative in their approach. The opportunity : Project Consultant-NAT-PAS WKFA-CNS - PC - Workforce Advisory - Gurgaon Your key responsibilities Technical Excellence Understanding of TA processes and technical understanding of IT landscape Skills and attributes To qualify for the role you must have worked with GCCs in tech and financial services Experience 6-10 years As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom. At EY, we don't just focus on who you are now, but who you can become. We believe that its your career and Its yours to build which means potential here is limitless and we'll provide you with motivating and fulfilling experiences throughout your career to help you on the path to becoming your best professional self.

Relationship Manager Financial Services Experience: Minimum 3 Years Qualification: Any Graduate / Postgraduate Key Responsibilities: Client Acquisition & Relationship Management Identify potential customers and generate leads for loan products and liability accounts. Build and maintain strong relationships with both new and existing clients. Understand customer financial needs and provide tailored solutions. Sales & Product Management Promote and sell financial products, including Personal Loans, Business Loans, Credit Cards, Savings Accounts, and Fixed Deposits . Ensure customer retention by managing liabilities effectively. Achieve sales targets for both loan and liability products. Market Analysis & Reporting Stay updated with market trends and competitor offerings to optimize sales strategies. Provide insights on sales performance, customer feedback, and market opportunities. Key Requirements: Minimum 2 years of experience in the financial sector, handling multiple products. Strong sales and negotiation skills . Excellent communication and interpersonal skills . Ability to manage multiple financial products efficiently. Knowledge of banking and financial regulations .

Max Life Insurance Company Limited is looking for Relationship Associate to join our dynamic team and embark on a rewarding career journey A Relationship Associate typically refers to a role within the financial services industry, particularly in banking or investment firms As a Relationship Associate, your primary responsibility is to support and manage client relationships to ensure customer satisfaction and promote business growth Here are some common duties and responsibilities associated with the roleClient Relationship Management Building and maintaining strong relationships with clients is a key aspect of the role Relationship Associates interact with clients to understand their financial needs, provide personalized service, address inquiries or concerns, and offer appropriate solutions or recommendations Account Management Relationship Associates oversee client accounts, including opening new accounts, updating account information, and processing transactions They ensure accurate record-keeping and handle any account-related administrative tasks Financial Advisory Support Relationship Associates assist clients by providing basic financial advice and guidance They may explain investment options, discuss risk tolerance, and help clients make informed decisions based on their financial goals Cross-Selling and Upselling Relationship Associates identify opportunities to cross-sell or upsell additional products or services to existing clients This involves analyzing client needs and suggesting relevant solutions that align with their financial objectives Product Knowledge It is important for Relationship Associates to have a deep understanding of the financial products and services offered by their organization They should be able to explain product features, benefits, and associated risks to clients

Job description Designation - Sr Manager/ Chief Manager/ AVP- Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. AUM size minimum 30 CRS Location- Bangalore, Chennai Salary- 15 LPA- 25 LPA Interested Candidates can mail there resume- s.devanesan@bajajcapital.com

Job Description Key Responsibilities: Build strong relationships with clients by understanding their goals and offering personalized financial solutions Guide individuals in making informed financial decisions for long-term financial well-being Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice Analyze financial data, track progress, and optimize financial plans for better results Represent Finnovate at conferences, meetings, and industry events to promote financial education Qualifications & Skills Bachelors degree in finance, economics, or a related field (MBA-Finance preferred) A CFP certification would be a definite advantage, alternatively should have a NISM XA XB qualification or working towards the same Minimum of 2 years of experience in financial advisory or related fields Strong knowledge of financial planning, investment strategies, and wealth management Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients Analytical mindset with the ability to assess financial data and provide strategic recommendations Self-driven, goal-oriented, and passionate about helping others achieve financial success Benefits Benefits on being a part of Finnovate: Health Insurance: Coverage including options for dependents Paid Time off: Vacation days and holidays, allowing employees to take time off while still receiving pay Parental Leave: Paid time off for new parents, including maternity, paternity, and adoption leave Professional Development: Opportunities for training, workshops, conferences to support employees' career growth Recognition and Incentives: Performance-based variable pay or recognition programs to reward employees for their contributions Company Events and Celebrations: Company outings, team-building activities for bonding between team members Employee Recognition Programs: Awards, incentives, or bonuses for outstanding performance or tenure Employee Referral Programs: Bonuses or incentives for referring qualified candidates who are hired by the company

Education Bachelor degree in Business, Finance, Economics, or a related field. 7 years of experience in product management, wealth management, or financial services. Experience with digital platforms is a plus. Strong interest in wealth management products and client engagement strategies. Exposure to or experience with agile development methodologies is a plus. The ideal candidate will have a good understanding of wealth management, digital engagement, and end-to-end experience transformation. 7+ years of relevant experience leading and managing financial advisory technology, digital wealth / investment platforms or digital transformation in Wealth Management. Experience integrating advisor and client platforms to drive collaboration and optimize the client-advisor relationship. Experience in vendor strategy and rationalization, selecting best-in-class wealth technology partners. Experience in data-driven decision-making, OKRs, and Product adoption. Ability to influence stakeholders, drive strategic investment decisions, and lead cross-functional teams. Exceptional communication, leadership, and execution skills to drive high-impact organizational change. Consistently demonstrates clear and concise written and verbal communication. Demonstrated problem-solving and decision-making skills. Ability to work in a team-oriented cross-functional environment across multiple geographies.

Seeking candidates who are passionate about Investing in general.Good market knowledge to successfully manage clients and ensure satisfaction.Awareness of various micro and macro-economic trends and events taking place both in India and globally. Required Candidate profile Candidate with with Experience of 5- 12+ years Preferably, should have handled similar profile in a Bank or Wealth Management firm.

Bangalore JOB DESCRIPTION: Retail Sales Role - WealthAdvisor Position: Retail Sales Advisor Location: BangloreRole Overview: As a Retail Sales Advisor, you will help clients build wealth through smart equity investments. You will spend most of your day talking to potential customers on the phone,selling our products. Good communication skills are essential. You will need to plan and make new and follow-up calls to meet your targets. Knowing about the equity market andbeing good at selling is crucial. Responsibilities: • Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size • Identify fitment of sales products matching the clients investing goals • Interact with potential customers with the emphasis on high quality lead conversions. • Proactively follow up leads assigned by Sales Head and report the progress with mitigation plan on how to achieve the results as well. • Work closely with the Sales Head to achieve sales objectives. • Contribute to the team performance by sharing and implementing Best Practice Ideas. • Disseminate the learnings/ good practices across team(s) so that the knowledge sharing is encouraged and rewarded likewise To apply: Send your resume to abdul.shaikh@equentis.com with the subject line “Equentis - Wealth Advisory Application.” Or contact us at 8097026158

• Advising clients in investment planning, insurance coverage to help them reach financial objectives • Determining clients income, expenses, insurance coverage, financial objectives, risk tolerance & other information to develop a financial plan Required Candidate profile • Certified Financial Planner (CFP) mandatory • Proficient in Office 365 especially Excel and PowerPoint. • Experience providing quality financial advice. • Knowledge of mutual funds & insurance. Perks and benefits Provident Fund

Hiring for Financial Advisor Skills - Finance, Share market, Insurance, Annuity Min 4 Years of Exp Salary up to 55k In hand Loc - Gurgaon/Noida Contact 7982741785 ( Kiranpreet Kaur ) Email- kpreetimaginators@gmail.com

Role We are looking for a highly experienced and motivated individual to lead the sales/advisory of Alts financial product offerings. This is a senior leadership role that will manage a team of investment advisors and investor relations executives and report directly to the Founder and CEO. The ideal candidate will be a highly motivated and dedicated professional with extensive experience leading accounts preferably with exposure to financial and capital markets products. Key Roles & Responsibilities Lead a team of certified investment advisors in raising capital for the platform through outbound business development by advising existing and new clients of Alt Capital across various alternative assets. Pitch investment products and services to the platform’s Clients and users within strict sales targets and timelines with a view to drive revenue growth for the firm. Build, maintain, nurture and manage relationships with existing Clients, ensuring transparent and timely communication through the investor relations and customer success teams. Address investor queries, feedback, and concerns in a professional and timely manner. Work with the marketing team in developing and implementing the firm’s go-to-market strategy. Work closely with the Operations team in onboarding new and existing Clients on the platform including Risk Profiling, KYC, PMLA and other regulatory requirements. Work closely with the Investments team in curating new financial products for the platform. Work with the Compliance team to ensure strict compliance with SEBI IA, PMS, AIF, OBPP and other pertinent regulations while advising Clients. Coordinate and lead the firm’s in investor-facing events including investor meetings, roadshows, webinars, and events. Hire, manage, grow and nurture talent.

Role We are looking for a highly experienced and motivated individual to lead the sales/advisory of Alts financial product offerings. This is a senior leadership role that will manage a team of investment advisors and investor relations executives and report directly to the Founder and CEO. The ideal candidate will be a highly motivated and dedicated professional with extensive experience leading accounts preferably with exposure to financial and capital markets products. Key Roles & Responsibilities Lead a team of certified investment advisors in raising capital for the platform through outbound business development by advising existing and new clients of Alt Capital across various alternative assets. Pitch investment products and services to the platform’s Clients and users within strict sales targets and timelines with a view to drive revenue growth for the firm. Build, maintain, nurture and manage relationships with existing Clients, ensuring transparent and timely communication through the investor relations and customer success teams. Address investor queries, feedback, and concerns in a professional and timely manner. Work with the marketing team in developing and implementing the firm’s go-to-market strategy. Work closely with the Operations team in onboarding new and existing Clients on the platform including Risk Profiling, KYC, PMLA and other regulatory requirements. Work closely with the Investments team in curating new financial products for the platform. Work with the Compliance team to ensure strict compliance with SEBI IA, PMS, AIF, OBPP and other pertinent regulations while advising Clients. Coordinate and lead the firm’s in investor-facing events including investor meetings, roadshows, webinars, and events. Hire, manage, grow and nurture talent.

About the Role As a Wealth Manager at Alpha, you will play a critical role in managing and nurturing relationships with High Net-Worth Individuals (HNWIs). Your core responsibility will be to provide strategic investment advisory and ensure a high-quality client experience. While your primary focus will be on client engagement and portfolio advisory, there will be occasions where you will support operational aspects such as transaction execution, documentation follow-up, or service coordination to ensure smooth end-to-end delivery. This role is ideal for professionals who enjoy client-facing responsibilities and are also willing to step in when needed to ensure a seamless and responsive service experience. Key Responsibilities Client Advisory & Relationship Management Build and maintain strong relationships with HNW clients by understanding their financial goals and risk appetite. Deliver tailored investment strategies and financial recommendations across asset classes. Conduct regular portfolio reviews and present performance insights. Effectively represent Alphas offerings and ensure consistent client engagement. Stay updated on market trends, investment products, and regulatory developments to provide well-informed guidance. Client Operations & Support (As Needed) Assist in executing client instructions such as transactions, switches, redemptions, and SIPs when required. Coordinate with internal teams to ensure timely processing and accurate documentation. Provide support for client queries, reporting needs, and basic service requests, ensuring smooth follow-through. Help maintain compliance and service standards, stepping in for operational coordination if necessary. What We’re Looking For Solid understanding of financial products and investment instruments. Experience in wealth management, financial advisory, or client servicing. Strong interpersonal and problem-solving skills. A structured, detail-oriented approach with a collaborative attitude. Commitment to client-first service with professionalism and integrity. Educational Qualification: Any Graduate; prior experience in the Mutual Fund or Wealth Management industry preferred.

About Our Client The client is a Indian NBFC company with multiple offices.(one of the top names in the market) Job Description The responsibilities of the role are as follows: Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products Acquisition of new clients. Explaining various products and services to prospective clients Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services Reviewing clients' current investment portfolios and recommending changes to meet their needs Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities Providing financial advice and services to clients in order to meet their short-term and long-term financial goals The candidate should have the following: 5-15 years of experience within private banking or wealth management At least a bachelor's degree in economics/accounting/finance/business management from a well know university A good understanding of investment products and asset classes A good network of clients across UHNWI/HNWI, family offices and/or institutions Strong communication skills

Job Role - Urgent opening for Private Wealth Manager / Sr. Wealth Manager / Team Lead - One of Indias oldest stock broking company About Company One of India's biggest NBFC, offering full-fledged investment services across asset classes, including equity, debt, mutual funds, commodities and currencies - through a single-login platform. pan-India presence, technology-first approach and simplified investment solutions, a preferred choice for millions of investors across India. Job Location - Delhi, Mumbai, Bangalore, Pune, Ahmedabad, Indore, Vadodara, Kolkatta, Chennai, Hyderabad CTC - Best in industry Job Role: Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile. Showcase entire product suite of company to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Deliver solutions to clients based on their investment profile in consultation with product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines. Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks. Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth. Achieve revenue objectives as assigned by the organization. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Desired Candidature Must have relevant work experience in a Wealth management/Private Banking platform. Self-starter, proactive & target oriented. Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results. If interested please share your updated resume on talent@talengage.com, you also may share the same with your friends who would be keen for this opportunity.

Job Role - Urgent opening for Private Wealth Manager / Sr. Wealth Manager / Team Lead - One of Indias oldest stock broking company About Company One of India's biggest NBFC, offering full-fledged investment services across asset classes, including equity, debt, mutual funds, commodities and currencies - through a single-login platform. pan-India presence, technology-first approach and simplified investment solutions, a preferred choice for millions of investors across India. Job Location - Delhi, Mumbai, Bangalore, Pune, Ahmedabad, Indore, Vadodara, Kolkatta, Chennai, Hyderabad CTC - Best in industry Job Role: Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile. Showcase entire product suite of company to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Deliver solutions to clients based on their investment profile in consultation with product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines. Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks. Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth. Achieve revenue objectives as assigned by the organization. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Desired Candidature Must have relevant work experience in a Wealth management/Private Banking platform. Self-starter, proactive & target oriented. Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results. If interested please share your updated resume on talent@talengage.com, you also may share the same with your friends who would be keen for this opportunity.

Urgent Opening For Equity Dealer - Ahmedabad, Rajkot, Ahmednagar, Parbhani, Surat, Nagpur Amravati, Goa, Aurangabad, Baroda Please find below Job description for the Relationship Manager Dealing role - JD Relationship Manager- Dealing:- As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc. Client network development Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base. Focus on generating new business and build client network. Compliance Maintain high level of compliance as per company norms. NISM 8 certification is mandatory Interested candidates call on 8169023289 and kindly share your updated CV's on divya.chawla@religare.com Thanks & Regards, Divya Chawla Human Resource

Barclays Shared Services is looking for Vice President Private Banker to join our dynamic team and embark on a rewarding career journey Banker is responsible for various tasks including planning, execution, and management of related duties They should possess relevant skills and experience to excel in this role Duties include teamwork, problem-solving, and achieving organizational goals Candidates must have strong communication and technical abilities Responsibilities include project management, strategy execution, and performance optimization (More details as per role requirements

About Bluevine Bluevine is transforming small business banking with innovative solutions like checking, lending, and credit all tailored to help entrepreneurs thrive. With best-in-class technology, advanced security, and a deep understanding of the small business community, we re empowering entrepreneurs to grow with confidence. Backed by leading investors like Lightspeed Venture Partners, Menlo Ventures, 83North, and Citi Ventures, we ve been supporting SMBs since 2013, serving over 500,000 customers nationwide and growing a dynamic global team of 500 people. Our mission? To fuel small businesses with the financial tools they need to succeed. At Bluevine, you ll be part of a collaborative, fast-paced team that s reshaping the future of banking. Ready to make an impact? This is a hybrid role . At Bluevine, we pride ourselves on our collaborative culture, which we believe is best maintained through in-person interactions and a vibrant office environment. All of our offices have reopened in accordance with local guidelines, and are following a hybrid model. In-office days will be determined by location and discipline. Summary Objective As an Onboarding Operations Associate at BlueVine, you will be scaling our operations and ensuring that our company is prepared to successfully navigate the unexpected. This person will oversee the gathering and analyzing of data to verify the identity of Know your Customer (KYC) and Know your business (KYB) for the Risk Onboarding Team. WHAT YOULL DO: Provide support for daily onboarding operations, ensuring 100% accuracy Research and resolve client inquiries related to existing accounts and current onboarding applications on behalf of the CS Management team in a timely manner Support with Onboarding/ Existing Client queues Assist with Onboarding automation efforts Conduct KYB and KYC on all applicants within the required SLAs Support with application processing and improve procedures Assist with back-office systems to process and update procedures Limit exposure by ensuring zero defects in our client agreements and supporting documentation Seek out opportunities to automate or simplify complex processes Leverage inter-departmental relationships to deliver elegant solutions that create operational synergies Conduct regular reviews of onboarding procedures to ensure they remain up to date and effective WHAT WE LOOK FOR: 1+ years of operational or analytical experience Bachelor s degree in Business Administration, Finance, Economics, Accounting Detail-oriented and puts a high value on accuracy Proficiently uses Excel to create spreadsheets, models, and reports Strong problem-solving skills Excellent communication skills (oral & written). Benefits & Perks Excellent group health coverage and life insurance Stock options Hybrid work model Meal allowance Transportation assistance (terms and conditions apply) Generous paid time off plan, Holidays Company-sponsored mental health benefits Financial advisory services for both short- and long-term goals Learning and development opportunities to support career growth Community-based volunteering opportunities

Mega Drive for Mutual Fund Sales - No Freshers please Locations - Bangalore, Delhi, Mumbai, Chennai, Gujrat, Hyderabad Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts ctc - 2.5 to 3.5 lac Required Candidate profile Managing portfolio of clients and mutual fund sales Minimum 6 months experience keen in sales can apply. Contact Priyanka on 9900933432 or whatsapp cv on same number