7634 Wealth Management Jobs

Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Vadodara Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name PA (Business Unit) - Personal Banker Sales -RBB Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liability, staff is responsi...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .

Intern - Wealth Management - Noida Location - 6 no's 1. Knowledge about Capital Market, Mutual Fund, Mergers and Acquisitions Advisory, and Financial Restructuring Advisory 2. Identify new investment trends and opportunities 3. Learning about Equity, Capital Markets & Research related 4. Work closely with Internal Departments 5. Assess the performance of Stocks, Investments & Bonds Intern Duration: 3 to 6 months Batch will start from 30th September' 2025 (Tuesday) Qualification: MBA in any discipline (Fresher only) Location: Noida Stipend: Rs. 4,000/- to 5,000.00 per month Note: * Direct Interview (No Virtual Interview) * Work from Office Only * Only Immediate Joiners shall apply Interested ...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Dear Candidate, Greetings! Exp-4-12years Job Location- Mumbai /Navi Mumbai/Pune/Chennai Enclosed the below Role & responsibilities - Triple A Development: Utilize your expertise in Triple A development to design, develop, and enhance Triple A applications. Strong development experience in Sybase Database. Sound knowledge of the Triple A data model. Good exposure to Triple A architecture: Have a good exposure to Triple A architecture to understand the system's overall structure and functionalities. UNIX shell scripting: Working knowledge of UNIX shell scripting to automate processes and tasks related to Triple A. Actuate e-Reporting Suit: Experience in using Actuate e-Reporting Suit for gener...

Job Title: Relationship Manager Department: Wealth Management Function: Sales Reporting To: Cluster Head Location: Bangalore / Hyderabad / Chennai / Kochi Job Purpose The Relationship Manager will be responsible for acquiring new-to-firm (NTF) clients, driving revenue generation, and managing relationships with HNI, UHNI and corporate clients. The role involves providing wealth advisory services and ensuring consistent growth of Assets Under Management (AUM) / overall book size. Key Responsibilities Critical Responsibilities Analyse clients financial information to design strategies aligned with their financial goals. Track and monitor financial market trends to ensure client portfolios rema...

Role & responsibilities Acquire new customers through direct channels, references, and market outreach. Maintain and nurture long-term relationships with existing clients to ensure retention. Provide clients with investment advisory across Equity, Derivatives, Mutual Funds, Bonds, IPOs, PMS, and Insurance . Cross-sell and upsell investment products to maximize wallet share . Ensure timely resolution of client queries and deliver priority customer service . Meet and exceed assigned revenue, client acquisition, and AUM targets . Adhere to all compliance, regulatory, and internal process guidelines . Preferred candidate profile Graduate/Postgraduate in Commerce, Finance, Economics, or Business ...

About The Role : Job TitleSales Manager Private Banking LocationNoida Role Description Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. Your experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue Your key responsibilities Acquisition Increase acquisition of Target clientele across in Advantage Banking segments. Periodically assist Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition. Acquire new accounts...

About The Role : Job TitlePrivate Banking Advisor, Associate LocationMumbai, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele. Your key responsibilities Acquisition Assist Head RM in executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies / family of exis...

About The Role : Job TitlePrivate Banking Manager, AVP LocationNoida, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to nurture the Private Banking Clients & Relationships by providing world class experience for their Banking, Investments, Risk & Lending requirements. What well offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under child care...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .

GN - Tech Strategy & Advisory - Tech Return an Investment - Consultant Consultants in this role drive strategic initiatives for clients, manage business transformations, and use their expertise to optimize digital capabilities and create value-driven solutions. Key responsibilities include developing technology cost and cost profiles to find savings, supporting strategic planning, and working on innovative projects in a fast-paced environment. Key Responsibilities Strategic Planning: Lead the development and execution of technology transformation strategies for clients. Cost Optimization: Strategize and manage technology costs to identify opportunities for client savings and value creation. ...

Company: Mercer Description: We are seeking a talented individual to join our investments team at Mercer. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office. Associate Director Investment Implementation An exciting opportunity to join one of Mercers largest and most rapidly growing business areas Investment Solutions As part of our team, the successful candidate will play a key role in the transformation of our investment capabilities globally Mercer is one of the fastest growing investment solutions entities globally, and our client base has grown substantially over recent years with further growth to come We w...

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .

Looking for Wealth Relationship Manager 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 client. 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 a...

We are looking for an energetic Relationship Manager to join our stock brokerage team. Acquire clients Build strong relations Advise on Equity, F&O, MF, Commodities, Ensure smooth trades & resolve queries, Meet revenue targets, Stay market updated. Health insurance Provident fund Annual bonus

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...

Hi, Opening in Leading Bank for PRIVATE WEALTH Bangalore Designation: Private Banker or Partner Location: Bangalore CTC: 30Lacs to 45Lacs Key Responsibilities: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income Roles & responsibilities: Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions provided by Bank. Provide a seamless banking experience from a product and interpersonal point of view. Achieve organizational objectives of high customer satisfaction scores. A...

Hi, We have a vacancy in Hyderabad for Private Banking Group -Investment Specialist / Counsellor - CTC up to 22Lacs fixed Looking for profiles from: Sales or Investment background from banking/fund houses. Job Role: Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area Penetration of client base for creating new investors in MF / investments from existing client base Increase in (investments products) productivity of Phone Banking officers Acquisitions (NTB) attributed to presence of IC i.e NTB opened by officers on the back of investments due to the presence of the IC Other Key areas to be done periodically Officers trai...

Job Requirements Job Requirements Job Description: Relationship Manager-First Wealth at IDFC FIRST Bank Company Overview IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative and customer-centric financial solutions. With a strong presence in the retail banking sector, we are dedicated to helping our customers achieve their financial goals and aspirations. Job Title: Relationship Manager-First Wealth Job Type: Full-Time Job Category: Retail Banking Department: Retail Banking > Branch Banking > Branch > Relationship Management Location: East of Kailash, New Delhi, Delhi 110065, India Additional Parameters Minimum 2 years of experience in wealth managemen...

As a Wealth Management Associate / Advisor in Trivandrum, Kerala, you will play a crucial role in managing and growing clients" investment portfolios to help them achieve their financial goals. Your responsibilities will include: - Assisting clients in managing their investment portfolios based on their financial goals and risk appetite - Providing personalized wealth management solutions including mutual funds, insurance, bonds, equities, and other financial products - Conducting periodic portfolio reviews and staying updated with market trends and regulatory guidelines - Collaborating with internal teams for client onboarding and compliance checks - Building and maintaining long-term clien...