1878 Private Banking Jobs - Page 37

Do you have interest in developing and managing wealth management products Do you enjoy researching fund managers & investment strategies Are you accustomed to juggling multiple stakeholders with a keen interest in financial markets We are looking for individuals for multiple roles to support Product & Portfolio Managers and Funds specialists in developing and managing Investment Products, working with on-shore specialists to drive sales efforts, observing trends, formulating and assessing product ideas, managing business risk, product risk, and control requirements, leading projects, ensuring proper governance, control, and regulatory adherence, and accessing data to deliver business improv...

Job Description: As the Deputy CEO/CEO at our organization, you will be an integral part of our team, contributing significantly to the strategic direction and growth of our premier family office services. Our organization specializes in offering comprehensive wealth management, investment advisory, and legacy planning solutions that are tailored to cater to Ultra High Net Worth Individuals (Ultra HNIs) and families. Based in either Mumbai or Bangalore, you will report directly to the Founder, playing a pivotal role in shaping the future of the organization. This senior leadership position demands a seasoned professional with a robust background in private banking or wealth management. We ar...

Our client a leading NBFC Position - Regional Head/Cluster Head -Wealth Management Experience - 10 yrs to 25+ yrs Location - Chennai / Jaipur / Delhi / Mumbai /Ahmedabad / Pune / Kolkata / Indore Requirement - Experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector. Responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services. Helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. A business manager as he would be responsible for P & L...

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : SAP Portfolio and Project Management Good to have skills : NAMinimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. You will oversee the development process and ensure successful project delivery. Roles & Responsibilities:- Expected to be an SME- Collaborate and manage the team to perform- Responsible for team decisions- Engage...

9 am to 6 pm - 5 days a week working Qualifications & Key Skills: - We are looking for someone passionate & those with the attitude to be an entrepreneur mind-set. - Bachelor''s degree in Finance, Economics, Business, or a related field. Master''s degree or CFP designation is a plus. - Proven experience as a Wealth Manager or similar role, with a demonstrated track record of successfully managing high-net-worth client relationships and portfolios. - Strong knowledge of financial markets, investment products, and wealth management strategies. - Excellent communication and interpersonal skills to establish trust and rapport with clients. - Analytical mind set with the ability to interpret comp...

Responsibilities: 1. Client Relationship Management: Serve as a primary point of contact for clients regarding their portfolio management needs. Build strong relationships with clients through proactive communication and personalized service. Address client inquiries, concerns, and requests promptly and effectively. 2. Portfolio Oversight and Reporting: Assist in the management and oversight of client portfolios, working alongside portfolio managers. Monitor portfolio performance and provide regular updates to clients. Prepare customized reports and presentations for client meetings. 3. Operational Support: Coordinate with internal teams to ensure timely execution of client requests and tran...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client s...

Locations: Mumbai, Pune, Nasik & Ahmedabad. Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNIUltra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunitiesfinancial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relations...

Key responsibilities include: - Use financial acumen and investment expertise to review a client''s information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients'' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 5 to 7 years Salary 10 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, PE, Bonds, Structured Products etc. Generate leads and develop prospects, network to identify referrals to new clients Understand investment/financial needs, risk appetite of the client to create and manage a long term Asset Allocation plan. Identify and execute on new business opportunities with existing clients. Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions. Generating AUM of 100X trail book. Generating minimum of 2X revenue per month

Position: RM/SRM Department: Banca Location : DELHI/NCR CTC: 2.50 TO 5 Role -Sit in bank and Cross Sales life insurance. Hdfc Bank / Axis Bank / IDFC Bank / Indian Bank South Delhi, East Delhi & Central Delhi -Candidate must be near by

IIX Global is looking for Associate, Portfolio Management - India to join our dynamic team and embark on a rewarding career journey Processing requisition and other business forms, checking account balances, and approving purchases. Advising other departments on best practices related to fiscal procedures. Managing account records, issuing invoices, and handling payments. Collaborating with internal departments to reconcile any accounting discrepancies. Analyzing financial data and assisting with audits, reviews, and tax preparations. Updating financial spreadsheets and reports with the latest available data. Preparation of operating budgets, financial statements, and reports. Reviewing exis...

Urgent Hiring- Wealth Relationship Manager Location- Delhi,Noida,Gurgaon,Chandigrah,Dehradun Experience- 8 yrs + Candidate Should Have current ctc atleast 8 Lpa Above Handle HNI Client,Portfolio Handle Role & responsibilities Job Role: The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to existing clients, and acquire new Wealth Management prospects Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet Acquire New Clients for the firm and also d...

Job Name PA (Private Banking): Relationship Manager Private Banking Group Locations - Delhi/Gurgaon/Noida/Lucknow/Chandigarh/Mohali/Jammu/Bareilly/Meerut Job Purpose To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Slabs 55, 75 , 100 Lacs TPP and Banking Targets Individual PBG Targets across TPP (40%) Ensure targets given at absolute level are met - Measured by achievement over target Banking Targets Individual (10%) - Ensure banking targets are met with of focus on defined income objectives - Ensure base penetration is done with all rele...

Job Name PA (Private Banking): Relationship Manager Private Banking Group Locations - Delhi/Gurgaon/Noida/Lucknow/Chandigarh/Mohali/Jammu/Bareilly/Meerut Job Purpose To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Slabs 55, 75 , 100 Lacs TPP and Banking Targets Individual PBG Targets across TPP (40%) Ensure targets given at absolute level are met - Measured by achievement over target Banking Targets Individual (10%) - Ensure banking targets are met with of focus on defined income objectives - Ensure base penetration is done with all rele...

Role & responsibilities: Relation Ship Manager - Wealth Location - Prabhadevi Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

Responsibilities: * Manage HNIs & NRI clients' portfolios * Provide financial advice & wealth management solutions * Develop investment strategies for high net worth individuals

Leading Financial Company hiring Private Banking Relationship Manager (Wealth Management) Interested please call MAHEK 9137263337 and drop resume at quotientconsultancy@gmail.com Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc. Job Role - Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Pro...

PSM - CMS Transaction Banking Group Product Sales Manager Cash Management Services Location Mumbai Number of Positions 01 Reporting Relationships Area Manager Position Grade M2-M3 Transaction Banking Group is the Product & Sales Support function that provides product expertise to the various segments of Kotak Bank, spanning Consumer Bank, Commercial Bank and Wholesale Banking divisions. Products range from to cash management (payment & collections solutions, escrow services & dividend business to trade finance (import services, export services, funded & non-funded products and remittances), Payment Gateway. We are currently looking for Product Sales Managers who can sell & support Corporate/...

Key Deliverables Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customers along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good co...

Job Opening: Wealth Manager Location: Ahmedabad 380005 Salary: Up to 6 LPA (Based on Interview & Experience) Experience: 45 Years in Wealth/Financial Advisory About the Company: Our client is a leading financial services organization excelling in financial advisory, consultancy, and wealth management solutions. With expertise spanning Mutual Funds, Portfolio Management, Insurance, Stocks, and Loans , they are a trusted partner in financial growth. Key Responsibilities: Build & manage long-term relationships with High Net-Worth Individuals (HNIs) & retail clients. Understand client financial goals and design customized wealth solutions. Recommend and cross-sell financial products: Mutual Fund...

At Sogeti, we believe the best is inside every one of us. Whether you are early in your career or at the top of your game, well encourage you to fulfill your potentialto be better. Through our shared passion for technology, our entrepreneurial culture , and our focus on continuous learning, well provide everything you need to doyour best work and become the best you can be. About The Role CORE RESPONSIBILITIES To work closely with the Sogeti Portfolio Global Leads and Practice leads Build the calendar of events (internal & external) & campaigns, aligned with Portfolio priorities and GTM initiatives Be the central office tracking all actions for the campaigns to closure, with global stakehold...

Role & responsibilities Connecting with HNW, Family offices and Investment funds, Building a reliable network Formulating customized pitch for the investors Pitching company assets to the investors Closure of sale

JOB DESCRIPTION Role/ProfilesPreferred Relationship ManagerJob Title/ Designation Manager/Senior Manager Company Profile https://anandrathi.com/ CTC range Competitive Location Kolkata PRIMARY JOB RESPONSIBILITIES To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To track the Affluent & Super Affluent Client segment in the market for new client acquisition EXPERIENCE REQUIRED (Minimum 5 years) Should have 5 - 8 Year...