10272 Wealth Management Jobs

Industry Financial Services, Wealth Management, Insurance Advisory Role Summary The CRM will lead client engagement across financial planning, investment advisory, and insurance solutions. This role demands strong interpersonal skills, financial acumen, and the ability to independently manage client portfolios while driving business growth. Key Responsibilities Initiate and conduct client onboarding, review meetings, and financial consultations Independently prepare and present comprehensive financial and investment plans using in-house tools Perform risk profiling and align investment strategies with client goals and risk appetite Recommend and implement suitable mutual fund and insurance p...

Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide face of the Bank to high net worth customers of the Bank. Detailed Summary: Relationship mgt of the most elite customer segment of the bank. Generate new business to achieve defined sales targets through meeting with customers. Build and deepen relationships with existing Ultra HNI Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of custom...

Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide face of the Bank to high net worth customers of the Bank. Detailed Summary: Relationship mgt of the most elite customer segment of the bank. Generate new business to achieve defined sales targets through meeting with customers. Build and deepen relationships with existing Ultra HNI Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of custom...

Role/Profile Privilege Relationship Manager Job Title/ Designation Assistant Manager/ Deputy Manager Company Profile https://anandrathi.com/ CTC range Up to Rs.6lacs Location Hyderabad,Vijayawada SUMMARY: - The Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make informed investment decisions, grow their wealth, and achieve their financial goals. Their services go beyond basic stock trading and invol...

The job of an IndusInd Bank Pioneer RM involves managing relationships with High Net Worth Individuals (HNIs) by acquiring new clients, growing existing ones, and serving as the primary point of contact for their banking and investment needs . Key responsibilities include generating new business to meet sales targets, developing and implementing sales strategies, and collaborating with internal teams to provide exceptional service and resolve issues for clients. This role requires a focus on deepening client relationships to increase revenue and share of wallet. Key responsibilities Client Relationship Management: Build and maintain relationships with HNI clients, acting as the face of the b...

Urgent Hiring in top Broking as Wealth Manager Role & responsibilities Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. Experience of advising clients across all asset classes. Experience of Cross Sales PMS , AIF , Mutual Funds . Candidates having good vintage in their present as well as previous companies. Preferred candidate profile An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Experience : Minimum 4 Years experience in handl...

Experience : Min 5 Years Role & responsibilities The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) He/She would be responsible to drive the TPP sales through branch sales team and advisors. Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients por...

Urgent Hiring in top Broking as Wealth Manager Role & responsibilities Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. Experience of advising clients across all asset classes. Experience of Cross Sales PMS , AIF , Mutual Funds . Candidates having good vintage in their present as well as previous companies. Preferred candidate profile An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Experience : Minimum 4 Years experience in handl...

Experience : Min 5 Years Role & responsibilities The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) He/She would be responsible to drive the TPP sales through branch sales team and advisors. Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients por...

Urgent Hiring in top Broking as Wealth Manager Role & responsibilities Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. Experience of advising clients across all asset classes. Experience of Cross Sales PMS , AIF , Mutual Funds . Candidates having good vintage in their present as well as previous companies. Preferred candidate profile An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Experience : Minimum 4 Years experience in handl...

Job Title: Private Banking Manager, AVP Location: Noida, 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. Your key responsibilities This is a team handling role This role is to acquire B2C clientele & build portfolio there on Acquisition - Executing successful micro-events for acquisition of new clients. Acquire ne...

Dear Candidate, We are looking for Banking Partner/Sr Banking Partner - Pioneer Banking . Location: Across Mumbai,Navi Mumbai Roles and Responsibilities Detailed Job Responsibilities Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge ...

Job Title: Client-Facing Product & Solutions Specialist, VP Location: Mumbai, India Role Description Managing all the investment advisory mandates across India Able to formulate various asset class views (Equity, Debt & Multi-asset) views based on the existing house view on these asset classes and providing advice on the same to clients. Periodic portfolio reviews / meetings with clients under advisory covering presentations, performance updates, investment research & market updates, day-to-day investment related information, investment ideas etc. Your key responsibilities Lead all product enhancements to improve overall product offering on an ongoing basis To make a monthly newsletter entai...

Job Title: Lending Officer, Associate Location: Mumbai, India Role Description Deutsche Banks Lending Asia is a well-established team of professionals involved in providing customized and standardized liquidity solutions specifically designed to address the unique and complex needs of ultra/high net worth individuals. Its team members are based across Mumbai, Hong Kong, and Singapore. Your key responsibilities Initial financing enquiries and live execution Financial Analysis of underlying companies and/or collateral. Depending on each enquiry/transaction, including but not restricted to Credit fundamental analysis, analysis of financials, comparable company, valuation analysis, financial mod...

Job Title: Business Supervisory Office Regulatory Control Senior Advisor, AVP Location: Mumbai, India Role Description As a support role in the Business Supervisory Office (BSO) team, you will ensure that, The US Private Banking Business is compliant with local rules and regulations in transacting business for its clients. You shall also assist in reviewing that all business transacted for the clients are in their best interest (i.e. compliant with the Reg BI rule) and in line with their Suitability and risk profiles. This requires reviewing and providing disposition for daily trade alerts generated via the Surveillance systems implemented, analysis of trade related data and identify any the...

Job Title: KYC Role, NCT Location: Mumbai, India Role Description Deutsche Bank is the leading German bank with strong European roots and a global network. Were driving growth through our strong client franchise. Against a backdrop of increasing globalization in the world economy, Deutsche Bank is very well-positioned, with significant regional diversification and substantial revenue streams from all the major regions of the world. We serve our clients real economic needs in commercial banking, investment banking, private banking and asset management. We are investing heavily in digital technologies, prioritizing long term success over short-term gains, and serving society with ambition and ...

Role & responsibilities Acquire new clients for Sharekhan ONE through reference, events and Hidden Gems and other modes Achieve healthy broking revenues without compromising on clients profitability. Responsible for cross selling products like Mutual Fund, PMS, SIPs, AIF, Insurance etc. to the existing set of customers (FD/SGB and any other product introduced) Responsible for handling Clients and their queries . Staying updated with market trends Preferred candidate profile Experience of minimum 2 yrs in Securities background in Sales or RM.

Wealth Specialists INTERNAL USAGE: No. of Vacancies: 1 Reports to: Regional Investment Counselor Is a Team leader? Y/N Team Size: Grade: SM/AVP Business: Retail Banking Department: Affluent Business Sub - Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless to...

Vertical : PBG Desk Position : Senior Relationship Manager Experience required: 5 Years to 10 yrs Location : Kolkata/Ahmedabad/ Mumbai Job Description: 1.Placing Orders for clients after taking proper consent 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, FD, RBI Bonds etc.) 4. Client meetings directly and joint meets along with Bank PBG RM's 5. Pitching our research ideas to customers Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) 3. Stock Market knowledge is mandatory. 4. Should possess good c...

1.Knowledge about Capital Market & Stock Broking 2.Learning about Equity, Capital Markets & Research related 3. Work closely with Internal Departments 4.Assess the performance of Stocks & Investments Interested shall send CV by whatsapp:93110 85557

We are looking from banking and Broking only Having a experience into Hni Client Acquisition Having a experience into Sales Mutual funds ,PMS , AIF and Insurance Having a experience to bring aum book

We are looking from banking and Broking only Having a experience into Hni Client Acquisition Having a experience into Sales Mutual funds ,PMS , AIF and Insurance Having a experience to bring aum book

We are looking from banking and Broking only Having a experience into Hni Client Acquisition Having a experience into Sales Mutual funds ,PMS , AIF and Insurance Having a experience to bring aum book

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities 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. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

Division Department Sub Department 1 Job Purpose Lead the product management team to generate business revenue with marketing initiatives in the assigned segment. Key Accountabilities (1/6) Plan & Monitor Sales performance for targeted brands/portfolio by designing substantial marketing brand plan to achieve yearly budgets Monitor daily sales to ensure 100% budget achievement for the targeted brand assigned to BM Regular watch in ORG to increase in M.S for the targeted brand from YOY & QOQ & month on month Meet the marketing challenges at national and regional level by analysing competitor & devising strategy Interact with DTMs and therapy heads on business performance in order to ensure bud...