24 Wealth Management Jobs
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3.0 - 5.0 years
Mumbai, Maharashtra, India
On-site
Position Overview Job Title: Tele- Relationship Manager Corporate Title: NCT Location: Mumbai, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This caters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The candidate will be part of cross-sell team based out of Mumbai and the primary objective is to nurture the Clients & Relationships by providing world class experience for their Banking, Investments, Risk & Lending requirements as well as new client acquisitions. What We'll Offer You As part of our flexible scheme, here are just some of the bene...
Posted 18 hours ago
4.0 - 9.0 years
Pune
Work from Office
Required Experience : 4 Years of experience in Avaloq development. Overall experience of 5 years in software development. University degree or equivalent in engineering, preferably in computer science. General software programming experience Avaloq parameterization and development of customized functionality, preferably with focus on Avaloq Message Interface Key Accountabilities : Avaloq parameterization, development of software changes including unit testing with 5 years of Avaloq Development experience. Understand user requirements and provide solutions using Avaloq Parametrization along with Unix and shell scripts. Work with business stakeholders on solution requirement including mapping ...
Posted 4 days ago
6.0 - 10.0 years
Bengaluru
Work from Office
Project description Provide consultative Business and System Integration services to help clients implement effective solutions in Wealth Management Team. Responsibilities Monitor data pipelines, workflows and applications across snowflake, Airflow, DBT. Triage incidents, perform impact assessment and drive rapid mitigation. Diagnose app issues via logs, metrics and traces, Debug SQL queries, stored procedures, pipelines to resolve errors in data processing. Perform health checks, validations and reconciliations of data sets for accuracy and completeness. Executes the remediations following the SOPs, runbooks, knowledge base articles etc. Skills Must have 6 -10 years of experience in Softwar...
Posted 4 days ago
5.0 - 10.0 years
Hyderabad
Work from Office
Walk in Interviews - Retail Branch Banking -7th-Feb- 2026- Hyderabad. Job Location: Across Hyderabad Branches. Job Roles: 1. Branch Manager 2. PB-Teller Authoriser 3. Preferred Relationship Manager 4. Personal Banker-Classic 5.Customer Care Executive/Customer Experience Executive Role & responsibilities Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one poin...
Posted 6 days ago
1.0 - 6.0 years
5 - 7 Lacs
Noida, Gurugram
Hybrid
Minimum 1Year Exp Finance Graduates only(Excellent Comms) Exposure to Financial Products Salary: CTC Upto 8 LPA F2F Interview Only | Hybrid | 8:30 PM–4:30 AM Two-way Cabs provided NP: Immediate/30Days Mail CV: latika.chopra05@gmail.com Required Candidate profile Exposure to financial products(Mutual Funds, Insurance, Retirement Services etc) is an added advantage Agree to pursue licensing certifications(Series 7, State Securities/Insurance) Call 980996899
Posted 6 days ago
4.0 - 9.0 years
10 - 20 Lacs
Pune, Chennai, Bengaluru
Work from Office
Hi, Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC & TL -CEC - customer engagement Channel - Relationship Manager (B2C) Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread acr...
Posted 1 week ago
11.0 - 21.0 years
18 - 30 Lacs
Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: International Tech Park (IT Park) -Whitefield Interested candidates directly walk-in at Interview Venue : HDFC Bank Manohar Plaza ITPL Main Road, Survey No 7/1 Katha No 418/1, Near Kudalahalli Gate BEML Layout, Brooke Fields Main Road ITPL Road, Bangalore 560066 Date: 06th February 2026 (Friday) Time 10:00 AM to 12:00 PM Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch B...
Posted 1 week ago
5.0 - 10.0 years
8 - 17 Lacs
Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: : Indiranagar 100 Feet Road, Thipasandra, Halasuru, V V Puram, Church Street, Frazer Town & Cambridge Road - Ulsoor Branch Interested candidates can directly walkin at Interview Venue : HDFC Bank , 548/D Maruthi Mansion, CMH Road Indiranagar, Bangalore 560038 (Branch Code - 184 ) Date: 05th February 2026 (Thursday) Time 10:00 AM to 12:00 PM Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Bra...
Posted 1 week ago
5.0 - 10.0 years
8 - 17 Lacs
Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore - International Tech Park (IT Park), Whitefield Main Road, EPIP , Kadugodi & Thubarahalli Interested candidates can directly walk-in at Interview Venue : HDFC Bank Manohar Plaza ITPL Main Road, Survey No 7/1 Katha No 418/1, Near Kudalahalli Gate BEML Layout, Brooke Fields Main Road ITPL Road, Bangalore 560066 Date:06th February 2026 (Friday) Time 10:00 AM to 12:00 PM Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Ma...
Posted 1 week ago
5.0 - 10.0 years
5 - 15 Lacs
Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Kaggadaspura and Halasuru Interested candidates can directly walkin at Interview Venue : HDFC Bank , 548/D Maruthi Mansion, CMH Road Indiranagar, Bangalore 560038 (Branch Code - 184 ) Date: 05th February 2026 (Thursday) Time 10:00 AM to 12:00 PM Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of custome...
Posted 1 week ago
7.0 - 12.0 years
10 - 17 Lacs
Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Branch Head - RBB across Bangalore. Job Locations: Ramagondanahalli, Gunjur Road & Total Environment Note: Candidates having 8+ years experience in Banking and Wealth Management need to apply. Interested candidates directly walk-in at Interview Venue : HDFC Bank Manohar Plaza ITPL Main Road, Survey No 7/1 Katha No 418/1, Near Kudalahalli Gate BEML Layout, Brooke Fields Main Road ITPL Road, Bangalore 560066 Date: 06th February 2026 (Friday) Time 10:00 AM to 12:00 PM Job Name PA (Business Unit) : RBB-Branch Mgr Retail Branch Banking Team : (Sub team in the PA) : Retail Branch Banking Reports to (job) : Cluster Head /Circle Head Responsibi...
Posted 1 week ago
10.0 - 20.0 years
Pune, Mumbai (all areas)
Work from Office
Job Name (Private Banking): Relationship Manager or Regional Head (Playing Captain) - Private Banking Group Location - Mumbai / Pune Looking for Wealth RM / HNI candidates who have good 8+ years of experience in banking industry, stable in job role and having a personal AUM of 75 - 100 Cr +. Well polished and good communicators having market and domain knowledge is a must. 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 150, 200, 250 and 300 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure tar...
Posted 1 week ago
6.0 - 11.0 years
8 - 17 Lacs
Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - Bhatramarenahalli Interested candidates can directly walk-in at Interview Venue : HDFC Bank Site-97, Katha No. -211 , Vinaya Ka Nagar Defence Colony , Bagalur Road , Ward No. 05 , Bangalore560064(Br. Code - 4082) Date: 27th January 2026 (Tuesday) Time 10:00 AM to 12:00 PM Contact Person : Mr. Raghavendra Bhajantari (Cluster Head) Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : R...
Posted 2 weeks ago
3.0 - 5.0 years
4 - 6 Lacs
Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore. Job Locations: Bangalore - Attur Layout, Abhigere, Yelahanka Newtown & RWF West Colony Interested candidates can directly walk-in at Interview Venue : HDFC Bank , Ground Floor, MVM Complex, Santhe Circle, NH 7, BB Rd, Yelahanka, Bengaluru 560064 (Branch Code -371) Date: 27th January 2026 (Tuesday) Time 10:00 AM to 12:00 PM Contact Person : Mr. Pramod Puthiya (Cluster Head) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Personal Banker Classic Job Title : Personal Banker Business Unit (PA) : RBB Team : ) Retail Branc...
Posted 2 weeks ago
1.0 - 5.0 years
5 - 7 Lacs
Noida
Hybrid
B.Com / BBA with 3+ years of experience M.Com / MBA with 1+ year of experience Must have exposure to Financial Products Salary Upto 8 LPA F2F Interview Only | Hybrid | 8:30 PM–4:30 AM Two-way Cabs provided Location -Noida DM- 8929448461 (Harjas) Required Candidate profile Exposure to financial products (Mutual Funds, Insurance, Retirement Services & more) is an added advantage Willingness to pursue licensing certifications (Series 7, State Securities/Insurance, etc.)
Posted 2 weeks ago
3.0 - 8.0 years
4 - 6 Lacs
Vadodara
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Vadodara. Job Locations: Vadodara Interested candidates can directly walk-in at Interview Venue : HDFC Bank Zonal Office, 2nd floor Kanha Capital Alkapuri Date: 20th January 2026 (Tuesday) Time 11:00 AM to 01:00 PM Contact Person : Mrs. Shubhi Saxena (HR) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Personal Banker Classic Job Title : Personal Banker Business Unit (PA) : RBB Team : ) Retail Branch Banking Reports to (job) : Branch Head Job Fn : Sales Role Type: Individual Contributor Job Purpose Is responsible for Classic po...
Posted 3 weeks ago
8.0 - 13.0 years
8 - 15 Lacs
Hyderabad
Work from Office
Role & responsibilities Responsible for including Super HNI customers into the Imperia programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one-point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.
Posted 3 weeks ago
3.0 - 5.0 years
Pune, Maharashtra, India
On-site
Some careers open more doors than others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadt...
Posted 3 weeks ago
4.0 - 9.0 years
5 - 10 Lacs
Coimbatore, Thoothukudi, Ramanathapuram
Work from Office
Role & responsibilities About the Role: The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will ...
Posted 4 weeks ago
1.0 - 3.0 years
8 - 12 Lacs
Chennai
Work from Office
Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Songall powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more...
Posted 4 weeks ago
5.0 - 10.0 years
8 - 17 Lacs
Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore - Koramangala Main, Rajarajeshwari Nagar & Girinagar Interested candidates can directly walk-in at Interview Venue : HDFC Bank, Koramangala Main Branch, Site No. 6B 20th Main 07th Block Koramangala Bangalore 560095 (Branch Code - 53) Date: 16th January 2026 (Friday) Time 03:00 PM 05:00 PM Concern Person: Abhai Srivastava - HR Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch B...
Posted 1 month ago
6.0 - 11.0 years
8 - 17 Lacs
Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - Koramangala Main Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank, Koramangala Main Branch, Site No. 6B 20th Main 07th Block Koramangala Bangalore 560095 (Branch Code - 53) Date: 16th January 2026 (Friday) Time 03:00 PM 05:00 PM Concern Person: Abhai Srivastava - HR Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branc...
Posted 1 month ago
5.0 - 10.0 years
14 - 18 Lacs
Bengaluru
Work from Office
We are currently seeking applications for Applied AI ML Senior Associate . In this critical role you will be managing vendor models used in CCB fraud risk space and a team based out of multiple locations. This includes understanding business requirement of new vendor models, usages, benefits, sourcing relevant materials from vendor, product, model users for model document submission for model risk goverce review (MRGR) and Compliance review. The team needs to take care of all goverce related activities like ongoing performance monitoring, contingency plans, annual assessment of models, re-reviews, annual model upgrades, addressing model risk issues (MRIs), action plans on time, etc The candi...
Posted 1 month ago
15.0 - 19.0 years
All india, Gurugram
On-site
As a Sales Head at our client, a technology-enabled financial services firm in the wealth and investment advisory space, you will play a crucial role in building, leading, and scaling the Relationship Manager (RM) organisation. Your responsibilities will include revenue growth, productivity enhancement, talent acquisition, and fostering a client-centric sales culture in alignment with the company's mission and values. Key Responsibilities: - Hire, onboard, and mentor Relationship Managers (RMs) and Team Leaders (TLs). - Design and implement sales processes, productivity frameworks, and performance metrics. - Cultivate a high-performance, ethical, and client-centric sales culture. - Own reven...
Posted 1 month ago
Exploring Wealth Management Jobs in India
The wealth management job market in India is experiencing significant growth due to the increasing number of high-net-worth individuals seeking professional financial advice. Wealth management professionals play a crucial role in helping clients manage their assets, investments, and financial goals. If you are considering a career in wealth management in India, here is what you need to know.
Top Hiring Locations in India
- Mumbai
- Delhi
- Bangalore
- Chennai
- Hyderabad
These major cities have a high demand for wealth management professionals, with numerous financial institutions and wealth management firms actively hiring in these locations.
Average Salary Range
The salary range for wealth management professionals in India varies based on experience and qualifications. On average, entry-level wealth managers can expect to earn between INR 5-8 lakhs per annum, while experienced professionals with advanced certifications and expertise can earn upwards of INR 15-20 lakhs per annum.
Career Path
In the wealth management industry, a typical career progression may include roles such as Wealth Management Associate, Relationship Manager, Senior Wealth Manager, and ultimately, Wealth Management Director or Partner. Advancement in this field often requires a combination of industry experience, professional certifications, and a strong track record of client success.
Related Skills
In addition to expertise in financial planning and investment management, wealth management professionals are expected to possess strong communication skills, analytical abilities, client relationship management, and a deep understanding of market trends and investment products.
Interview Questions
- What is your approach to understanding a client's financial goals and risk tolerance? (medium)
- Can you explain the difference between active and passive investment strategies? (basic)
- How do you stay updated on the latest market trends and investment products? (basic)
- Share a challenging client situation you successfully resolved. (medium)
- How do you prioritize and manage multiple client portfolios simultaneously? (medium)
- What regulatory requirements do wealth managers need to be aware of in India? (advanced)
- How do you handle a client who is reluctant to take investment risks? (medium)
- Can you discuss a time when you identified a lucrative investment opportunity for a client? (medium)
- How do you ensure client confidentiality and data security in your practice? (basic)
- Describe a successful financial plan you created for a client. (medium)
- What are the key factors to consider when constructing a diversified investment portfolio? (medium)
- How do you handle market volatility and client anxiety during turbulent times? (medium)
- Can you explain the concept of tax planning in wealth management? (basic)
- How do you customize your investment recommendations based on a client's financial goals and risk profile? (medium)
- Share a recent industry trend or development that has impacted your wealth management strategy. (medium)
- How do you measure the success of your investment recommendations for clients? (medium)
- What role do technology and digital tools play in modern wealth management practices? (basic)
- How do you approach client prospecting and business development in wealth management? (medium)
- Share a mistake you made in a client relationship and how you rectified it. (medium)
- How do you handle conflicts of interest in your role as a wealth manager? (medium)
- Can you discuss a time when you had to navigate a complex estate planning situation for a client? (advanced)
- How do you assess the performance of investment products in a client's portfolio? (medium)
- What ethical considerations are important in the wealth management profession? (basic)
- How do you communicate investment performance and portfolio updates to clients effectively? (medium)
- Share your approach to continuous professional development and industry education. (basic)
Closing Remark
As you explore opportunities in wealth management in India, remember to showcase your expertise, client-centric approach, and commitment to ongoing learning and professional development. Prepare thoroughly for interviews by honing your financial knowledge, communication skills, and problem-solving abilities. With dedication and determination, you can build a successful career in wealth management and help clients achieve their financial goals. Good luck!
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