10272 Wealth Management Jobs - Page 12

We are hiring Banking Partner - Pioneer Banking Location- Chandigarh Interested candidates can send their profiles at nidhi.kundra@indusind.com Job Summary: Pioneer 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 relationship...

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 Overview The Assistant Vice President (AVP) Wealth Management Sales will lead business development initiatives, manage high-value client relationships, and drive revenue growth through advisory-led wealth solutions. The role requires a strong understanding of investment products, financial planning, and relationship management, along with proven sales leadership skills. Key Responsibilities Develop and execute strategies to achieve sales targets for wealth management products and services. Identify, acquire, and manage relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Provide tailored investment advice and holistic wealth management solutions, including po...

Role Overview The Assistant Vice President (AVP) Wealth Management Sales will lead business development initiatives, manage high-value client relationships, and drive revenue growth through advisory-led wealth solutions. The role requires a strong understanding of investment products, financial planning, and relationship management, along with proven sales leadership skills. Key Responsibilities Develop and execute strategies to achieve sales targets for wealth management products and services. Identify, acquire, and manage relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Provide tailored investment advice and holistic wealth management solutions, including po...

Role Overview The Assistant Vice President (AVP) Wealth Management Sales will lead business development initiatives, manage high-value client relationships, and drive revenue growth through advisory-led wealth solutions. The role requires a strong understanding of investment products, financial planning, and relationship management, along with proven sales leadership skills. Key Responsibilities Develop and execute strategies to achieve sales targets for wealth management products and services. Identify, acquire, and manage relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Provide tailored investment advice and holistic wealth management solutions, including po...

Roles and Responsibility Design and develop scalable data pipelines and architectures. Collaborate with cross-functional teams to identify and prioritize project requirements. Develop and maintain large-scale data systems and databases. Ensure data quality and integrity through data validation and testing procedures. Implement Agile development methodologies to ensure timely delivery of projects. Optimize data storage and retrieval processes for improved performance. Job Requirements Strong knowledge of SQL, Cloud Services, and data modeling concepts. Experience with Databricks, Snowflake, Teradata, Oracle, and other big data technologies. Familiarity with Agile development methodologies and...

Job Summary: We are looking for a skilled Data Engineer with strong expertise in Python programming and hands-on experience with Azure Data Services , including Synapse , Data Lake , App Logic , and DevOps integration . The ideal candidate will have a strong understanding of data warehousing , MS SQL/PLSQL , and building scalable data pipelines and solutions on the cloud. Key Responsibilities: Develop and optimize scalable data pipelines using Python and Azure Data Services . Design and implement end-to-end data solutions using Azure Synapse Analytics , Data Lake , and Azure Logic Apps . Build and maintain efficient data models, transformations, and workflows supporting business intelligence...

We are hiring Banking Partner - Pioneer Banking Location- Jaipur, Kota Interested candidates can send their profiles at nidhi.kundra@indusind.com Job Summary: Pioneer 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 relationsh...

1. Plan and Perform activity : Incoming raw materials & finished goods testing as per WSL QAP. Preparing List of resource requirement. Collation of relevant information to be shared with the HOD. Maintaining all records as required as per documentation as per organizational defined process and SOP 2. Testing : Analysis and prepare necessary QC test reports and submission of the same to concerned person. Proper Testing of Incoming & finished goods in respective shift 3. Tools Knowledge & Maintenance : Should have detailed knowledge of tools and machines used for QC testing of Raw material and finished goods. Ensuring timely maintenance and calibration of testing tools as per industry standard...

Role & responsibilities: Working with various bank channels or wealth counters to achieve continuous and sustained growth in mutual fund domain Achieve sales targets through active distributor engagement. Strengthen relationships with channel partners and provide ongoing support. Deliver product training, marketing assistance, and conduct joint investor meetings. Organize distributor events and investor education programs. Provide market and competitor insights to internal teams. Qualifications & Skills: Minimum 4 years of experience in mutual fund or financial services sales. Strong knowledge of investment products, especially mutual funds. Excellent communication, relationship-building, an...

Job Description Position: Wealth Manager/Cluster Head Wealth Department: Wealth Management / Private Banking Location:Ranchi/Jharkhand/Kolkata/Guwahati, India Reporting to: Regional Head / Director Wealth Experience: 5 12 years Key Responsibilities Business Strategy & Growth: Define and execute the clusters wealth strategy in alignment with Tata Capitals overall business goals. Identify and penetrate new high-net-worth (HNI) and ultra-high-net-worth (UHNI) client segments. Drive growth in assets under management (AUM), revenues (fee-based income), cross-selling of financial products (mutual funds, alternative investments, insurance, etc.). Leadership & Team Management: Build, mentor, and man...

Role Overview: Deutsche Bank's Lending Asia team is seeking a Lending Officer, Associate in Mumbai, India. The team specializes in providing tailored liquidity solutions for ultra/high net worth individuals. As a part of this team, you will have the opportunity to work with professionals in Mumbai, Hong Kong, and Singapore. Key Responsibilities: - Handle initial financing enquiries and live execution - Conduct financial analysis of underlying companies and collateral, which may include credit fundamental analysis, financial statement analysis, comparable company analysis, valuation analysis, and financial modeling - Provide general industry overviews related to financing enquiries - Conduct ...

As a Senior Business Systems Analyst at Ameriprise India LLP, you will play a crucial role in researching and determining clients" needs to identify product features while pitching ideas to stakeholders. Your primary responsibilities will include collaborating with scrum teams, product development departments, and stakeholders to ensure that products meet specific objectives outlined by clients. You will also be responsible for analyzing requirements, estimating costs, and establishing system protocols. Key Responsibilities: - Implement advanced strategies for gathering, reviewing, and analyzing data requirements - Master strategic business process modeling, traceability, and quality managem...

Immediately looking for Wealth Manager/Portfolio Manager (Pan-India). Candidate must have strong Wealth Product Knowledge. Should be Fluent in English. Locations:- Mumbai, Delhi/NCR, Chennai. Experience :- 04 Yrs -15 Yrs

Greetings from Avani consulting ! We are hiring for leading Broking firm 5 day week Wealth Relationship Manager- Equity business Interested candidates go through with the below job description and share resume in whatsapp /mail - WATSAPP - 9003875895 MAIL :- anusha@avaniconsulting.com Role & responsibilities Job Description: 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 ...

Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth Management to join our team in New Delhi. The role involves building and managing long-term relationships with high-net-worth individuals (HNIs) , providing tailored investment advice, and delivering comprehensive financial solutions that align with each client's goals and risk appetite. The ideal candidate will have prior branch or frontline experience in wealth management or private banking, with a strong understanding of mutual funds, financial planning, and compliance frameworks. About Maple Capital Advisors Maple Capital Advisors ( www.maple-advisors.com ) is a leading boutique investment banking and advi...

Brand: HSBC Area Of Interest Location: Bangalore, KA, IN, 560001 Work style: Office Worker Date: 31 Oct 2025 Some Careers Open More Doors Than Others. Sales, Distribution and Business Development plays a vital role in understanding and meeting customer needs by offering the right solutions through the right channels to the right customer segments. The team is responsible for implementing distribution strategy, driving the delivery of market leading personal banking customer experiences and thereby maximising customer satisfaction. If you're looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC. We are currently seeking an experienced pr...

1.Lead Corporate/Institutional Sales for Asset Management Company/ Mutual Fund House. 2.Direct Sales to CFO/CXOs/Treasury Dept. 3.Focus on Debt & Equity to Companies/Institutions/Trusts/Govt. etc. Required Candidate profile 1. Provent Experience in markeitng Banking and Financial Products to Listed Companies. 2.Strong Relationship with Large Corps and Institutions. 3.Good Knowledge of MF Products. 4.Good Comm Skills

Hiring: Sr Manager / Chief Manager / AVP Wealth Management Locations: Delhi (Connaught Place, Bhikaji), Noida/Gurgaon, Bangalore, Chennai, Hyderabad, Mumbai, Kolkata, Pune INDIVIDUAL CONTRIBUTOR ROLE Budget: 15 to 28 LPA (Fixed) Key Responsibilities: Develop and provide client solutions based on individual requirements Conduct regular follow-ups with leads and share updates/news articles Expand client base through new clients and referrals, building AUM Initiate timely portfolio reviews for existing investors Upsell and cross-sell products, keeping clients updated on market trends Share research papers, scheme updates, and other relevant information with clients Conduct marketing activities ...

Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the ...

Overview The Associate Analyst, Portfolio Management will be a member of the People Operations and Insights team which provides data-driven decisions at scale, delivers key operational experiences, and enables scalable operational excellence across People and Capability This is a global role and collaboration will be required with the global team, operating across multiple time zones The ideal candidate is highly motivated, intellectually curious, passionate about operational excellence and brings expertise in the HR functional domain, program management, planning, and enablement Role Oversee the planning and execution of largescale projects within People Operations and Insights Partners to ...

Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the ...

Role & responsibilities The Family Office Executive (or Director) oversees the strategic, financial, and operational management of the family office. This role ensures that the familys wealth, investments, businesses, and personal affairs are managed efficiently, confidentially, and in alignment with the familys long-term goals and values. The position requires a balance of financial acumen, governance, discretion, and interpersonal skill. Preferred candidate profile We are looking for a person who will oversee the financial management and investment operations of the family office. The role includes handling equity portfolios, ensuring proper management of family/promoters' files, overseein...

About The Role Skill required: Record To Report - Account Management Designation: Delivery Lead Manager Qualifications: Any Graduation Years of Experience: 13 to 18 years What would you do? You will be aligned with our Finance Operations vertical and will be helping us in determiningfinancial outcomes by collecting operational data/reports, whilst conducting analysis and reconciling transactions.The team aligns Finance with Business Strategy in order to maximize operational efficiency andeffectiveness by harnessing the power of robotics to accelerate transaction processing, with AI toprovide analysis and commentary and machine learning deployed for matching and reconciliationsThis team is re...

Roles & Responsibilities: Build and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs. Recommend suitable investment products such as mutual funds, equities, bonds, insurance, and alternative assets. Create and manage diversified investment portfolios. Maintain accurate records of client interactions, transactions, and KYC documentation. Identify and onboard new clients through referrals, networking, and marketing initiatives. Stay updated on financial products, market developments, and regulatory changes. Advisor PCG Candidate should have experience into Trading and Order Punching Candidate should have exp handling the HNI and UHNI Clients Candidate should ...