10272 Wealth Management Jobs - Page 10

Job Responsibilities- * Increasing the client base, revenue and market share in the branch. * Ensuring Dealer Productivity is as per the defined standards * Manage relationships across the set of HNI clients and Corporate investors

Role & responsibilities Location: PAN India About the Role We are looking for a dynamic and experienced Senior Wealth Manager to join our growing team. The ideal candidate will bring a strong background in wealth management, private banking, or bancassurance, with proven expertise in managing high-value client relationships. This role demands a blend of financial acumen, relationship management, and advisory skills to deliver tailored financial solutions and help clients achieve their long-term wealth goals. Key Responsibilities Manage and grow a portfolio of high-net-worth clients by providing comprehensive wealth management and financial planning solutions. Build, nurture, and retain stron...

Client-Facing Product & Solutions Specialist, VP Position Overview 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. What we'll offer you As part of our flexible scheme, here are just some of the ...

Energetic and goal-driven Relationship Managers for our Mumbai and Ahmedabad office. This role involves on boarding financial distributors,supporting their sales efforts, and maintaining compliance.Apply with your resume,u will get call From HR Required Candidate profile BFSI/insurance sales/channel development preferred (Freshers with strong interpersonal skills are also encouraged to apply)Any Graduate Excellent communication,self-motivated, ethical, team player. Perks and benefits Attractive performance-linked incentives

• RM's required, with a min. of 50-100 Cr. book (AUA- Assets Under Advisement) • Communication should be good • Managing portfolios • Negotiate

Bajaj Capital Ltd is currently hiring for / . for Kolkata location with minimum of of experience in Direct Sales -The role focuses on , , , . -The product suite includes , , , , , etc. -It's and . - is mandatory in any field. To apply, share your updated CV at priyanshi.khandelwal@bajajcapital.com

Responsible for Driving Sales and increasing Market share (Equity & Fixed Income) from Mutual Fund direct channel

Role & responsibilities JD Institutional Sales (Regional Role, AMC) Experience & Qualification: 510 years of experience in Institutional Sales within a top 15 AMC . Strong exposure to Debt Markets , Key Account Management , and Client Servicing . MBA preferred with proven ability in both new client acquisition (hunting) and relationship management (farming) . Role Overview: Responsible for Sales and Business Development across the assigned region, driving AUM growth and share of wallet through Institutional clients in alignment with corporate objectives. Key Responsibilities: Develop and execute regional sales strategies to achieve business targets. Build, manage, and expand relationships wi...

Job Summary This role could be based in Malaysia and India. When you start the application process you will be presented with a drop down menu showing all countries, Please ensure that you select a country where the role is based. We are seeking talented and motivated individuals for the role of Sr. Assoc, Product Specialist CAPE Retail. Successful candidates will be experienced who can develop user stories, develop test cases, break down, design, and develop solutions in an environment with constant collaborative discussions. They will be matured individuals who are comfortable working in an agile environment with critical peer reviews of design and code. They must be able to offer construc...

Role Summary Support the delivery of comprehensive financial plans and client reports by reviewing client data, performing projections and analyses, and producing near-complete draft plans for advisor review. Maintain accurate documentation and version control in internal systems while collaborating with cross-border advisors on templates and assumptions. Key Responsibilities Review and interpret client information including net worth, income, goals, insurance coverage, and other relevant financial data. Input client data accurately into firm or client-provided financial planning tools and software. Prepare financial projections such as retirement modeling, cash flow scenarios, investment an...

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. International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world's most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset M...

Key Responsibilities: Strengthen and grow relationships with existing First Wealth customers. Acquire new Non-Resident (NR) accounts and generate qualified referrals. Drive remittance business across managed and sourced portfolios. Conduct virtual client meetings and deliver superior customer service. Promote usage of mobile banking, Optimus App, and digital banking platforms. Cross-sell pre-approved banking products such as credit cards, loans, insurance, and investments. Profile customers and recommend suitable financial solutions based on their goals. Ensure smooth onboarding for digital platforms, bill payments, SIPs, insurance, and investment products. Achieve monthly sales targets and ...

Fully responsible for Branch Profit N Loss, Revenue & cost Manage the branch with profitability being the key result area through acquisition of net worth accounts, enhance NII income, transaction fees etc. Should have actively handled 1 or 2 Audits Required Candidate profile 1. Growth in NII ( Net Interest Income) for branch 2. Growth in Asset business through branches 3. Increase Fee Income 4. Ensure Opex optimization 5. Manage cost of cash holding at branch Perks and benefits Bonus Plus other loan benefits

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...

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. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

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. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

Direct Responsibilities : Responsible for gathering assets for investment productssuch 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 asset collecti...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years 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 Song"” all powered by the world's 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 m...

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...

Role & responsibilities Your job is to make our investors feel comfortable. You are responsible for giving them clarity about the structure of different assets and resolving all inbound queries coming on WhatsApp chats, emails and calls, along with providing actionable insights to the Product/Marketing team. You can apply if: 1. Good communication skills 2. Proficient in any South Indian language 3. The desire to help customers with their problems 4. You have basic financial knowledge 5. Clarity of speech and thought Work time and schedule: 1. 5-day working 2. Roster based schedule. 3. Timings: 9 AM to 9 PM (9-hour working, Roster basis) Pros 1. Be a part of a growing FinTech sector and work...

PURPLE FINANCE LIMITED is looking for Relationship Manager to join our dynamic team and embark on a rewarding career journey Building and maintaining positive relationships with clients: regular communication, responding to client inquiries and requests, and addressing any issues that arise Understanding client needs and requirements: understanding of the client's needs, goals, and objectives in order to provide relevant and effective solutions Identifying and pursuing new business opportunities: identify new business opportunities, such as upselling existing products or services, and work with the sales team to close new deals Providing excellent customer service: ensuring that clients are ...

Manager - Risk, Assurance & Information Security (Parental Cover) Manager - Risk, Assurance & Information Security (Parental Cover) - - 3049 Manager - Risk, Assurance & Information Security (Parental Cover) Fixed / Maximum Term (Fixed Term) Description & Requirements : Bravura s Commitment and Mission At Bravura Solutions, collaboration, diversity and excellence matter. We value your ideas, giving you room to be curious and innovate in an exciting, fast-paced, and flexible environment. We look for many different skills and abilities, as well as how you can add value to Bravura and our culture. As a Global FinTech market leader and ASX listed company, Bravura is a trusted partner to over 350 ...

Intern - Wealth Management - Noida Location - 4 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, PMS related 4. Work closely with Internal Departments 5. Assess the performance of Stocks, Investments & Bonds Intern Duration: 3 to 6 months (depends on the requirement) 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 * No opening for Research related Interes...

Join us as a Business Relationship Manager where you will be at the forefront of driving growth for the business. In this role, you will focus on nurturing relationships with businesses, Introducers, Brokers, and more; identifying new business opportunities and delivering tailored solutions that align with client needs. Collaboration with both internal and external networks will be key to maximising business potential. You will work closely with internal teams to deliver integrated solutions, ensuring we meet the diverse needs of our clients and build stakeholder relationships across the organisation. To be successful as a Business Relationship Manager, you should have experience with: Relat...

The Second Line of Defense (2LOD) Controls Testing partner will be an individual contributor who will work closely with peers, stakeholders, and their manager on the Second Line s Controls Testing program focused on Cyber , Technology, and Non-Technology Controls. Responsibilities will include: Test, validate, and assert to Business and Application Owners the control testing methodology and test procedures, ensuring that all documentation is accurate and complete Perform 2LOD validation work, including plan preparation, maintenance of workpapers, identification of findings, and reporting results to risk committees Manage day-to-day risk issues related to the design and implementation of new ...