53 Investment Solutions Jobs

Job Description You are a strategic thinker passionate about driving solutions in Sales Support for Global Strategic Relationships. You have found the right team. As a Sales Support Lead within our Global Strategic Relationships (GSR) Team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment. You will help drive the growth and strategic engagement with top-tier intermediary clients across APAC. Leverage your expertise in client relationship management, product strategy, and investment solutions to build partnerships, deliver innovative initiatives, and represent key regional priorities.You will be responsible to provid...

Role Overview: As a High Net Worth Relationship Manager, your role will involve managing and enhancing customer relationships with HNI clients. You will be responsible for deepening existing relationships by offering tailored banking and investment solutions to meet customer needs. Key Responsibilities: - Manage and grow relationships with high-net-worth customers. - Provide personalized financial solutions and advisory services. - Drive sales of banking, investment, and insurance products. - Ensure compliance with bank policies and regulatory requirements. - Deliver excellent customer service to enhance loyalty and retention. Qualifications: - Graduate/Postgraduate with 2-5 years of banking...

You will be joining Fincart as a Wealth Manager, where you will represent the company and assist clients in planning, investing, and achieving their financial goals. As a Wealth Manager, your responsibilities will include: - Connecting with clients to understand their financial goals. - Providing virtual financial advisory through calls & digital platforms. - Developing tailored investment solutions. - Supporting clients throughout their wealth journey, from planning to execution. - Working closely with senior advisors on financial strategies. - Staying updated on market trends & investment products. - Conducting webinars to educate and engage potential clients. - Building long-term, trust-b...

As an intern at Ella, your day-to-day responsibilities will include: - Developing channel partner networks - Creating new strategies and initiatives for lead generation and brand visibility - Establishing and maintaining partner relationships to generate maximum revenue - Participating in a partner planning process to develop mutual performance objectives - Identifying high-value leads and key potential partners, and devising strategies to convert these connections into productive and profitable relationships About the Company: Ella, born during the pandemic, aims to assist individuals in managing their finances effectively. Similar to popular platforms like Swiggy and Zomato, Ella brings to...

As a Senior Business Development Professional in International Capital & Asset Management, you will be responsible for driving global growth in Assets Under Management (AUM) by engaging HNIs and NRIs across international markets. Your role will involve leveraging an established NRI/HNI network to acquire and grow high-value client relationships. Additionally, you will advise clients on India-focused investment opportunities across various asset classes such as equities, fixed income, alternatives, PE, and structured products. Key Responsibilities: - Leverage an established NRI/HNI network to acquire and grow high-value client relationships - Advise clients on India-focused investment opportu...

Role Overview: As a Relationship Manager-First Wealth at IDFC FIRST Bank in Delhi, you will play a crucial role in managing and expanding the First Wealth portfolio. Your main responsibility will be to develop strong relationships with both existing and potential clients, understand their financial needs, and offer them suitable investment solutions. Additionally, you will be expected to achieve sales targets, conduct regular portfolio reviews, collaborate with other bank teams for cross-selling opportunities, stay updated on market trends, and ensure compliance with all policies and regulations. Key Responsibilities: - Develop and maintain relationships with existing and potential First Wea...

Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development Job Duties & Responsibilities Establish, manage, and grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM A significant part of the role will be to identif...

As a Manager in Portfolio Management Services, your primary role will be to acquire new clients and manage their portfolios, providing them with superior investment solutions to facilitate wealth creation. Here are the key responsibilities associated with this position: - Acquire new clients and enhance engagement of existing clients by offering comprehensive financial planning solutions. - Regularly communicate with clients to provide them with information, research updates, and organizational materials. - Review and diversify existing client portfolios on a frequent basis, offering guidance as needed. - Conduct quarterly and annual reviews and analyses of clients" investment portfolios to ...

As a Relationship Manager-First Wealth at IDFC FIRST Bank in Panaji, Goa, you will be responsible for managing and growing the First Wealth portfolio of the branch, while providing exceptional customer service to our clients. - Develop and maintain strong relationships with existing First Wealth clients, and actively acquire new clients through referrals and other business development activities - Understand the financial needs and goals of clients and provide them with suitable investment solutions and products - Conduct regular portfolio reviews and provide timely updates to clients on market trends and investment performance - Collaborate with other departments within the bank to cross-se...

Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development Job Duties & Responsibilities Establish, manage, and grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM A significant part of the role will be to identif...

Company Description FundsIndia is one of India's largest and fastest-growing investment platforms with over Rs. 22000 crores of investments managed by a loyal customer base of 30 lakh+ investors. Renowned for its award-winning services, FundsIndia is committed to making sophisticated investment advice accessible to everyone in the country. The company is on a mission to inspire the new generation of investors and redefine the investment industry with innovative and user-friendly solutions. Join a dynamic team at the forefront of financial services and technology transformation. Role Description This is a full-time on-site role for a Relationship Manager, based in New Delhi. The Relationship ...

Essential Services : Role & Location fungibility At ICICI Bank, we believe in serving our customers beyond our role definition, product boundaries, and domain limitations through our philosophy of customer 360-degree. In essence, this captures our belief in serving the entire banking needs of our customers as One Bank, One Team . To achieve this, employees at ICICI Bank are expected to be role and location-fungible with the understanding that Banking is an essential service . The role descriptions give you an overview of the responsibilities, it is only directional and guiding in nature. About the role As a Relationship Manager in Private Banking Group, you would act as a core anchor in taki...

Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development Job Duties & Responsibilities Establish, manage, and grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM A significant part of the role will be to identif...

Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development Job Duties & Responsibilities Establish, manage, and grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM A significant part of the role will be to identif...

We're Hiring - Investment Banking - Sales / Lead Generation Location: Bangalore | Indiranagar Shift: Day Shift Join our growing investment & wealth management division at Jones Logistics (JEL). We're looking for driven sales professionals to onboard & manage HNI and corporate clients for investment products. Key Responsibilities: Acquire & manage HNI/corporate clients Lead generation & cold calling Present investment solutions & close deals Build long-term client relationships Achieve monthly/quarterly sales targets Requirements 25 years in wealth mgmt / banking / investment sales Strong communication & negotiation skills Track record in client acquisition & B2B sales Graduate/Postgraduate (...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or related field 5+ years of industry experience Strong understanding of the investment business Excellent interpersonal skill s

As a Client Wealth Partner at BlissMoney Fintech Pvt. Ltd., you will be responsible for acquiring, advising, and managing high-net-worth clients to offer tailored wealth solutions that align with their long-term financial goals. Your role will be pivotal in contributing to the growth of BlissMoney's private client base and delivering exceptional client experiences. **Key Responsibilities:** - Identify and onboard new HNI clients through networking, referrals, and strategic outreach - Contribute to the expansion of BlissMoney's private client base - Understand client objectives, risk profiles, and life goals to recommend suitable investment solutions - Build and nurture trust-based relationsh...

Job Description: Easy Investology is looking for dynamic and experienced professionals for the role of Wealth Relationship Manager . Candidates must have prior experience in Wealth Management, Banking, or Financial Advisory , with strong expertise in handling high-net-worth clients and promoting third-party financial products. Key Responsibilities: Build and maintain strong client relationships. Offer personalized investment solutions across mutual funds, insurance, PMS, and other financial products. Achieve sales and revenue targets through effective client engagement. Ensure client satisfaction and long-term portfolio growth. Eligibility: Only candidates from Banking or Wealth Management b...

Job Requirements Job Title - Relationship Manager - First Wealth Business Unit - Retail Banking Function -Branch Banking Job Purpose -The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross sell of all banking products, acquiring new clients and managing the walk in clients. The role entails managing all cash, routine transactions for bank customers including fund transfer, accepting deposits & withdrawals and managing deliverables. Roles and Responsibilities --CASA value build up and new client acquisition. - Ensure effective clie...

Job Description: As a High Net Worth Relationship Manager, your role will involve managing and enhancing customer relationships with HNI clients. You will be responsible for deepening existing relationships by offering tailored banking and investment solutions to meet customer needs. Key Responsibilities: - Manage and grow relationships with high-net-worth customers. - Provide personalized financial solutions and advisory services. - Drive sales of banking, investment, and insurance products. - Ensure compliance with bank policies and regulatory requirements. - Deliver excellent customer service to enhance loyalty and retention. Qualifications: - Graduate/Postgraduate with 2-5 years of banki...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role req...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role req...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth manage...

Job Requirements Job Requirements Job Title - Relationship Manager - First Wealth Place of work - Mumbai Business Unit - Retail Banking Function -Branch Banking Job Purpose -The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross sell of all banking products, acquiring new clients and managing the walk in clients. The role entails managing all cash, routine transactions for bank customers including fund transfer, accepting deposits & withdrawals and managing deliverables. Roles and Responsibilities --CASA value build up and new cli...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realize their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realize their dreams and aspirations at every life stage. Few lines about TPC function within DBS Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship...