163 Wealth Jobs - Page 5

Acquire HNWI clients via bancassurance, nurture relationships to grow portfolios, & provide tailored wealth solutions. Collaborate with bank branches, train staff, integrate services, drive sales, meet targets & deliver expert financial planning. Required Candidate profile Ensure compliance with regulations, maintain records, mitigate risks, & stay updated on market trends. Enhance wealth management knowledge & participate in training for better client service.

Dear Candidate, Urgent opening with leading broking firm. Job Purpose : The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 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 area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Role Requirements Educational Qualifications: Post Graduation Experience: 1+ Years in sales/wealth management of handling the HNI clients. Team handling experience: Not mandatory Preferred industry back ground: Wealth Management, Banking, Investment Counselling Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Dear Candidate, Urgent opening with leading bank for RM. Designation : Relationship Manager CTC : Upto 15 LPA Location : Across Mumbai Acquisition of new Preferred customers Enhancement of the relationship by cross-selling products and services as per the profile & need of the customers Deepening the size of the relationship Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers Bank is the primary banker for these Preferred relationships Maximum share of wallet of these customers is with Bank Key Result / Responsibility Areas: Sales:(Acquiring, Enhancing ,Deepening and Retention) Acquire new customers who meet product criteria and flag them on the system Referrals generated from existing customers Leads generated by branch staff & personal leads Databases Premier Acquisition Channel Increase liabilities size of relationship via: Balances in a/cs of existing customer Acquire all related ids of the Primary id and send racing request on Web-based system/entry form to CPU for flagging and grouping Use FD maturity reports to track maturity of Bank FDs and prevent outflow Use wallet profile to track FDs in other banks and divert them into Bank on maturity Use wallet profile sheet to track accounts and products with other bank and transfer the same Know the customers business to proactively provide financial solutions Utilizing the sales resources (BDR or COEX or Asset Coordinator) for optimal sales support Penetration of products across family groups. Sales across all product segments-TPP, Assets, Cards etc. Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Dear Candidate, Urgent opening with leading bank for RM. Designation : Relationship Manager Peronal Banker / PRM / IRM CTC : Upto 7-15 LPA Location : Across Mumbai Job Purpose : Acquisition of new Preferred customersEnhancement of the relationship by cross-selling products and services asper the profile & need of the customersDeepening the size of the relationshipRetention of the customers by providing the best possible services and beingthe dedicated point of contact for these customers Bank is the primary banker for these Preferred relationshipsMaximum share of wallet of these customers is with Bank Job Requirement : Key Result / Responsibility Areas:Sales:(Acquiring, Enhancing ,Deepening and Retention)Acquire new customers who meet product criteria and flag them on the system Referrals generated from existing customers Leads generated by branch staff & personal leads Databases Premier Acquisition Channel Increase liabilities size of relationship via: Balances in a/cs of existing customer Acquire all related ids of the Primary id and send racing request on Web-based system/entry form to CPU for flagging and grouping Use FD maturity reports to track maturity of Bank FDs and prevent outflow Use wallet profile to track FDs in other banks and divert them into Bank on maturity Use wallet profile sheet to track accounts and products with other bank and transfer the same Know the customers business to proactively provide financial solutions Utilizing the sales resources (BDR or COEX or Asset Coordinator) for optimal sales support Penetration of products across family groups.Sales across all product segments-TPP, Assets, Cards etc. Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose the relentless pursuit of a world that works better for people we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. Inviting applications for the role of Process Developer, Wealth Management Location :- Pune In this role, you will be responsible for cash and position reconciliation where need to understand the recon process upstream, downstream of process. Will be working on identification, research, code, comment and responsible to resolve the exceptions/ breaks which includes posting of the transactions, verifying of the processed transactions and reporting to the stakeholder within SLA. Responsibilities B.com/ BBA graduate ( preferred) for transaction processing Ability to comprehend information and process transaction in line with SOPs Attention to details, high accuracy. Ability to work and operate in a high volume and tight timeline environment to meet Service Level Agreements Previous experience in back-end operations within the wealth management industry is preferred Strong attention to detail and excellent organizational skills. Proficient in using MS Office Suite and other relevant software. Ability to work efficiently under pressure and meet deadlines. Excellent communication and interpersonal skills. Knowledge of financial products and services is a plus. Familiarity with relevant regulatory frameworks and compliance practices ( AML KYC requirements ) Qualifications we seek in you! Minimum Qualifications B. Com /BBA/ M. Com / MBA (Finance) / Any other equivalent degree Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation. For more information, visit www.genpact.com . Get to know us at genpact.com and on LinkedIn, X, YouTube, and Facebook. Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose the relentless pursuit of a world that works better for people we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. Inviting applications for the role of Process Developer, Wealth Management Location :- Bangalore In this role, you will be responsible for cash and position reconciliation where need to understand the recon process upstream, downstream of process. Will be working on identification, research, code, comment and responsible to resolve the exceptions/ breaks which includes posting of the transactions, verifying of the processed transactions and reporting to the stakeholder within SLA. Responsibilities B.com/ BBA graduate ( preferred) for transaction processing Ability to comprehend information and process transaction in line with SOPs Attention to details, high accuracy. Ability to work and operate in a high volume and tight timeline environment to meet Service Level Agreements Previous experience in back-end operations within the wealth management industry is preferred Strong attention to detail and excellent organizational skills. Proficient in using MS Office Suite and other relevant software. Ability to work efficiently under pressure and meet deadlines. Excellent communication and interpersonal skills. Knowledge of financial products and services is a plus. Familiarity with relevant regulatory frameworks and compliance practices ( AML KYC requirements ) Qualifications we seek in you! Minimum Qualifications B. Com /BBA/ M. Com / MBA (Finance) / Any other equivalent degree Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation. For more information, visit www.genpact.com . Get to know us at genpact.com and on LinkedIn, X, YouTube, and Facebook. Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.

We need candidates who are experienced in managing relationships with High Net-Worth Individuals (HNIs) and Non-Resident Indians (NRIs), /Wealth focusing on financial solutions, cross-selling, customer acquisition, and compliance. Experience Required : 8 -12 years in HNI/NRI/ wealth customer handling from Banks/NBFC Key Responsibilities: Provide Financial Solutions : Deliver customized financial solutions to wealth customers while maintaining the highest service standards. Maintain Customer Profiles : Ensure all customer profiles are up-to-date, including risk profiles, demographics, and assets held with the bank. Engage and Enhance Relationships : Foster and deepen relationships with existing clients through targeted engagement activities to increase wallet share. Cross-sell Products and Services : Promote and cross-sell a wide range of the Banks products and services, as well as third-party investment products, to enhance client relationships. Identify Potential Clients : Identify and target potential customers for tailored products, improving product penetration and meeting customer needs. New Customer Acquisition : Actively acquire new customers by converting referral leads into active clients. Achieve Targets : Meet and exceed monthly targets set by the organization. Record Engagement Activities : Maintain detailed records of all customer interactions and engagement activities in the CRM system for tracking and analysis. Compliance : Ensure full compliance with KYC, SEBI regulations, and all relevant legislation governing the Bank's operations.

RM- CA & TFX: a. Identify and prospect potential customers for current account and trade forex services b. Build and maintain relationships with corporate clients, SMEs, and high net-worth individuals c. Conduct market research to identify opportunities for business development and expansion d. Collaborate with internal teams to customize solutions and services to meet customer needs Prepare and deliver presentations, proposals, and sales pitches to prospective clients e. Achieve sales targets and KPIs set by the management f. Stay updated on industry trends, market conditions, and competitor activities

We are hiring Branch sales officer with one of the leading banks in PAN India Deal with the walk-in customers in branch Will have to work on the leads given from branch Set up a meeting with potential customers and close the deal Mostly branch-work Required Candidate profile Graduation or Above Age 21 to 38 Years Minimum 6 Months experience in any sales Fresher's Can't Apply Good Communication ship Vacancy in All South location Perks and benefits - Incentive - Life Insurance Cover - Paid Leave

- Handel walk in customers in branch - Guide the customers for better product - Identifying new business opportunities - Cross-sell other products and service - Handle customer complaints and solve problems - On lead Visit customer place for meeting Required Candidate profile • Education: Graduate • Experience : Sales experience of 2+ years • Age: Between 21 to 38 years

- Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. - Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. - Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. - Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. - Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls. - Resolves client queries for the managed book within the specified TAT - Ensures high levels of customer service orientation and application of bank policy - Informs customers of new products or product enhancements to further expand the banking relationship - Plans and conducts special sales initiatives and events for prospective and existing clients - Maintains complete relationship record for assigned customer accounts - Endure adherence to all bank and regulatory Processes at all times. Preferred candidate profile Perks and benefits

- Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. - Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. - Ensure quality of sourcing by acquiring Potential HNI Clients. - Acquiring and managing both business, individual (resident and NRI) clients. - Increase product penetration and exit barriers, by cross- selling more number of products per client. - Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. - Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. - Work in close coordination with Client Experience Manager's to deliver superior service to clients. - Ensuring adherence to Compliance processes and guidelines. - Reduce rejection rates and improve quality of documentation. - Ensuring 360- client engagement - - Total Client Ownership- . Role & responsibilities Preferred candidate profile Perks and benefits

Role & responsibilities 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Wealth Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients. 5. Increase product penetration and exit barriers, by cross- selling more number of products per client. 6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. 7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. 8. Work in close coordination with Client Experience Managers to deliver superior service to clients. 9. Ensuring adherence to Compliance processes and guidelines. 10. Reduce rejection rates and improve quality of documentation. 11. Ensuring 360 client engagement Total Client Ownership.

To deliver exceptional volume and revenue performance by acquiring and engaging with Wealth 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 Wealth 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 identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements • Ensure complete knowledge of all products & services through continuous skill and knowledge improvement • Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements • 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

Job Title: Investment Counselor Job Purpose: The Investment Counselor (IC) will work closely with the Relationship Managers (RM) to conduct portfolio reviews for high-net-worth clients, offering detailed insights into their investment portfolios. The IC will also play a key role in acquiring new clients by preparing and presenting investment proposals, ensuring all client requirements are met. Additionally, the IC will collaborate with the Product & Research team, bridging knowledge between the sales team and central research. Key Responsibilities: Portfolio Review & Client Engagement: Conduct detailed portfolio reviews with RMs, providing clients with a thorough understanding of their investment positions. Client Acquisition: Assist in acquiring new clients, preparing and presenting investment proposals, and addressing client needs. Business Planning & Strategy: Collaborate with RMs in business planning, helping achieve monthly and quarterly targets, and driving cross-sell initiatives. Team Skill Development: Ensure the Wealth Management team receives necessary product and customer engagement training in collaboration with HR (L&D). Policy Adherence & Compliance: Oversee adherence to all policies and ensure smooth transaction processes for products like Mutual Funds, PMS, and AIF. MIS & Reporting: Regularly update performance dashboards and track branch and regional target achievements.

Role & responsibilities Essential Duties and Responsibilities : • Develop and maintain strong, trusted relationships with HNI/Ultra HNI clients. • Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios. • Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks. • Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients. • Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews. • Accountable to achieve annual targets on AUM & revenue in the respective geography. Aiming for consistent growth of customer wallet share and book size. • Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise.

Role & responsibilities Essential Duties and Responsibilities: • Develop and maintain strong, trusted relationships with HNI/Ultra HNI clients. • Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios. • Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks. • Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients. • Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews. • Accountable to achieve annual targets on AUM & revenue in the respective geography. Aiming for consistent growth of customer wallet share and book size. • Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise.

Wealth Relationship Manager We need looking for seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue through cross-selling banking and wealth management products. It emphasizes the importance of building and maintaining strong, trust-based client relationships while adhering to compliance and process standards. Experience Required: 8- 15 years in HNI, wealth customer from banks/NBFC firms with good portfolio management experience Key Responsibilities: Acquisition and Retention : Acquire, retain, and deepen client portfolios to maximize sales performance and achieve revenue targets across liability products (Current/Savings/Term deposits) and wealth management products. Dedicated Point of Contact : Serve as the single point of contact and trusted advisor for Affluent and HNWI clients, providing tailored wealth management and banking solutions. Account Relationship Review : Regularly assess individual client account relationships to determine banking and investment needs. Risk Profiling : Identify the client's risk profile and tailor solutions accordingly. Investment Products : Identify and propose potential investment products based on client requirements. Wealth Management Solutions : Offer a wide spectrum of wealth management solutions across various asset classes, including equities, fixed income, alternative products, and bank-related products/services. New Product/Service Development : Contribute to the development of new products/services aligned with client needs, based on client feedback and market intelligence. Leverage Expert Knowledge : Collaborate with product and investment experts to generate specific investment ideas for clients. Smooth Transaction Execution : Ensure proper documentation and efficient processes for transaction execution and seamless customer service. Compliance : Adhere to and ensure all processes comply with defined compliance norms and regulatory standards. KYC Reports : Prepare detailed KYC reports for clients, ensuring all information is accurate and up to date. Product Knowledge : Continuously build knowledge of available products by coordinating with product, investment, advisory, and research teams. Client Acquisition & Relationship Management : Leverage strong customer relationship management (CRM) skills to acquire clients based on specific product offerings. Interested applicants can apply or WhatsApp profiles to 7305390183

We need candidates who are experienced in managing relationships with High Net-Worth Individuals (HNIs) and Non-Resident Indians (NRIs), focusing on financial solutions, cross-selling, customer acquisition, and compliance. Experience Required : 3 -8 years in HNI/NRI customer handling from Banks/NBFC Key Responsibilities: Provide Financial Solutions : Deliver customized financial solutions to Priority and NRI customers while maintaining the highest service standards. Maintain Customer Profiles : Ensure all customer profiles are up-to-date, including risk profiles, demographics, and assets held with the bank. Engage and Enhance Relationships : Foster and deepen relationships with existing clients through targeted engagement activities to increase wallet share. Cross-sell Products and Services : Promote and cross-sell a wide range of the Banks products and services, as well as third-party investment products, to enhance client relationships. Identify Potential Clients : Identify and target potential customers for tailored products, improving product penetration and meeting customer needs. New Customer Acquisition : Actively acquire new customers by converting referral leads into active clients. Achieve Targets : Meet and exceed monthly targets set by the organization. Record Engagement Activities : Maintain detailed records of all customer interactions and engagement activities in the CRM system for tracking and analysis. Compliance : Ensure full compliance with KYC, SEBI regulations, and all relevant legislation governing the Bank's operations.

We need candidates who are experienced in managing relationships with High Net-Worth Individuals (HNIs) and Non-Resident Indians (NRIs), focusing on financial solutions, cross-selling, customer acquisition, and compliance. Experience Required : 3 -8 years in HNI/NRI customer handling from Banks/NBFC Key Responsibilities: Provide Financial Solutions : Deliver customized financial solutions to Priority and NRI customers while maintaining the highest service standards. Maintain Customer Profiles : Ensure all customer profiles are up-to-date, including risk profiles, demographics, and assets held with the bank. Engage and Enhance Relationships : Foster and deepen relationships with existing clients through targeted engagement activities to increase wallet share. Cross-sell Products and Services : Promote and cross-sell a wide range of the Banks products and services, as well as third-party investment products, to enhance client relationships. Identify Potential Clients : Identify and target potential customers for tailored products, improving product penetration and meeting customer needs. New Customer Acquisition : Actively acquire new customers by converting referral leads into active clients. Achieve Targets : Meet and exceed monthly targets set by the organization. Record Engagement Activities : Maintain detailed records of all customer interactions and engagement activities in the CRM system for tracking and analysis. Compliance : Ensure full compliance with KYC, SEBI regulations, and all relevant legislation governing the Bank's operations.

- Advising Super HNI clients on Equity & commodity Markets - Cross selling of other products like Mutual fund, PMS, Insurance. - Revenue Generation & Activation of clients - Interested candidates can also their CVs at popularplacement@gmail.com Required Candidate profile - 1 Years of Dealing/Advising Exp. in Stock Market in handling HNI/PCG/NRI clients - Achieve given target of revenue generation and cross selling candidates can send CV at popularplacement@yahoo.com

Role & responsibilities Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to generate business Preferred candidate profile MBA/ PGDM or relevant degree Min 3+ years relevant experience in BFSI and Wealth domain. Candidates with prior experience of handling B2B Channel ( Preferred) Perks and benefits Bi Annual Appraisal Program. Aggressive incentive structure & Pay-outs, including international travel contests based on your performance. Emphasis on your learning and development, with comprehensive product and other training initiatives.

SMC Private Wealth Position: Private Wealth Manager / Senior Wealth Manager Location: Delhi/ Mumbai/ Pune Working Days: Monday to Friday Role Overview: Focus on acquiring HNI and UHNI clients. To meet desired revenue, client acquisition, and AUM targets, with a strong emphasis on selling PMS, AIF, Unlisted shares, and other investment products. Key Responsibilities: New Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals. Sell in-house PMS and other third-party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Insurance, Equities, Commodities, and Currency. Develop and maintain strong relationships with clients to meet their financial needs and expand AUM. Achieve set targets for client acquisition, revenue generation, and AUM. Desired Profile: Key Investment products are - Portfolio Management Services, AIF, Mutual Funds, SIP, Insurance, Bonds, Unlisted shares, Equity Qualification: CFP / CFA / MBA in Finance / Marketing 2+ years experience in financial services/ Broking Company Should be an Individual Contributor Handling a book size/AUM of more than 20cr. Personality and Good communication skills. https://www.smcprivatewealth.com/ https://smcpms.com/ share your resume at monika@smcinvestments.co.in or WhatsApp: 7428190186

- Managing the life insurance sales through assigned Bank Branches. - Handling a team of on-roll managers. - Coordinating between Bank and company from Lead generation to policy conversion. Required Candidate profile Perks and Benefits • Unlimited Incentives for sales • 6 days working,1 Roster off Note • Need Min. 1 year of BFSI sales experience. For better reach you can share your CV @ Karan | 7861004785.

You would be responsible for generating Revenue from Equity, Derivative and Wealth Products through mapped clients.