10272 Wealth Management Jobs - Page 13

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai ,Kolkata , Chennai Week off - Sunday

Develop and implement strategies to drive organic traffic growth through advanced SEO practices. Manage and grow the company s presence across all major social media platforms (LinkedIn, Instagram, Facebook, YouTube, etc.). Plan and execute influencer marketing and viral promotional activities aligned with the brand s positioning. Create engaging and value-driven video marketing content to strengthen brand communication. Build and maintain a strong brand identity for a financial institution particularly in stock broking, wealth management, and financial services domains. Monitor, analyze, and report on performance metrics to continually optimize organic growth and engagement strategies. Coll...

Were hiring a Wealth Relationship Manager at Zomint , a SEBI-registered, tech-led advisory by the founders of Bekifaayati . Build MF-centric portfolios, give honest financial advice, and help clients grow wealth—no ULIP pushing, no sales targets.

. With over four decades of excellence, we provide a full suite of Stock Broking, Wealth Management, Portfolio Management, Investment Advisory, and Asset Management Services to individuals and institutions. We combine traditional financial wisdom with modern innovation to empower investors and businesses. As part of our digital growth journey, we are inviting passionate and creative professionals to join us as Viral Marketing & Branding Executives helping us reshape how financial brands engage with today s digital audience. Position Overview Are you someone who lives and breathes social media trends, influencer culture, and organic brand storytelling? SMIFS Limited is seeking a Viral Marketi...

Roles and Responsibilities (Key Points) Client Acquisition & Relationship Management Acquire new clients through prospecting, referrals, or leads. Build and maintain long-term relationships with existing clients. Conduct periodic client reviews and portfolio assessments. Investment Planning & Recommendations Understand clients financial goals, risk appetite, and requirements. Recommend suitable investment and insurance products (risk management, retirement, tax-saving, etc.). Educate clients about available financial products and market strategies. Targets Achievement with Concept Selling Promote and sell financial products such as Mutual Funds, SIPs, PMS/AIF, Insurance (Term, Health, PA, Mo...

Vertiv Group Corp is looking for Product Management Specialist to join our dynamic team and embark on a rewarding career journey Diagnosing and treating illnesses, medical conditions, and injuries. Ordering, performing, and interpreting diagnostic tests. Collecting, recording, and maintaining patients' information and histories. Prescribing and administering treatments, therapies, medications, vaccinations, and other specialized medical care. Explaining procedures and discussing test results or prescribed treatments with patients and family members. Monitoring patients' conditions and progress. Directing, coordinating, consulting with, and referring patients to nurses, students, assistants, ...

Work within the Asset Management team, in conducting assessment the bank s loan book to support portfolio growth & assist with client retention. Support strategic discussions by analyzing data from multiple sources and preparing insights for management. Collaborate with the portfolio management team to identify additional lending opportunities and cross-sell opportunities within the existing customer base. Contribute to strategic projects that require a blend of financial analysis, business strategy, and market understanding. Bring an entrepreneurial mindset, take ownership of your work, and collaborate effectively with diverse stakeholders to drive actionable outcomes. Desired qualities and...

Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role : Job Title KYC Role, Associate LocationMumbai, 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 societ...

About The Role : Job TitleClient Implementation Analyst, AS LocationMumbai, India Role Description International Private Bank is one of the pre-eminent private banks in the Eurozone and for family entrepreneurs worldwide. It serves around 3.4 million clients, including private clients and small and medium-sized enterprises (SMEs) in Italy, Spain, Belgium and India, and wealth management clients from more than 80 locations in Germany, the rest of Europe, the Middle East and Africa (EMEA), Asia-Pacific and the Americas. It offers high-net-worth (HNW) and ultra-high net-worth (UHNW) clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all...

About The Role : Job TitlePrivate Banking Advisor, AS LocationChennai 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. 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 childc...

Role & responsibilities Required Skills & Qualifications Bachelors or Masters degree in Business Administration, Finance, Computer Science, or related discipline. 9–12 years of experience in project management, with at least 5 years in BFSI , particularly in Wealth and Asset Management . Extensive hands-on experience with JIRA , including advanced workflows, dashboards, and custom reporting. Strong understanding of financial instruments , investment lifecycle , portfolio management , and advisory platforms . Proven expertise in Agile methodologies ; experience running Scrum or Kanban projects. Excellent communication, presentation, and stakeholder management skills. Experience in mentoring, ...

If you are eligible for this role and keen to apply, please share your CV at resume@erconsultants.in or WhatsApp your CV at 8178095895 Role & responsibilities BRANCH MANAGER Branch Banking KRAs: Enhancement of deposit pool from customers. Establishing standards and delivery of service. Sale of non-deposit products. Cross selling targets progressively. Sale of Mutual Fund and Insurance products. Fee income. Branch administration. Regulatory compliance. Manage productivity, morale of branch personnel Overall responsible for break-even and P&L of branch Preferred candidate profile: EXPERIENCE: Overall 8 years of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales e...

Job Title: Risk & Control Analyst Job Code: 10683 Country: IN City: Mumbai Skill Category: IT\Technology Description: Nomura Services, India supports the group s global businesses. With worldclass capabilities in trading support, research, information technology, financial control, operations, risk management and legal support, the firm plays a key role in facilitating the group s global operations. Department overview The GCIO function oversees groupwide technology, operations, and our data office. Our purpose is to support Nomura s business strategy and deliver consistent groupwide services based on common operating principles. We are aligned to our key businesses across the group and oper...

Role & Responsibilities: Collaborate with Global head and regional heads of Valuations to understand project requirements Help in development of new project initiatives by Powai Valuations Head Manage projects (outside IT framework) developed by the Projects team for Global Valuations. Conceptualize and develop automated solutions for IPV processes Create tools and analytical frameworks of regular and adhoc reporting using Python Help onshore team with adhoc requests/analysis Mandatory Skill Set: Basic knowledge of financial markets Expert Python programming skills A very good understanding of Data Structures and Algorithms Has worked with APIs and Databases Excellent communication skills an...

The Senior Product Manager is responsible for defining and executing the product roadmap for our cloud migration journey. This role will drive the transformation of the Private Passport Platform, our Wealth Management digital client portal, to a modern, scalable cloud infrastructure enabling innovation, resiliency, and faster delivery of client-facing capabilities. The ideal candidate has a proven understanding of public cloud platforms with experience leading cloud transformation initiatives (Azure preferred) in a large enterprise environment. Key Responsibilities: Define and execute the product roadmap for migrating legacy applications, APIs, and data services to cloud infrastructure (Azur...

Job Title: Principal Infrastructure Operations & Services Job Code: 11469 Country: IN City: Mumbai Skill Category: IT\Technology Description: Indiabased DevOps Managing Engineer will be responsible for the maintenance and continued development of an onprem data analytics platform. This Kubernetes based platform with S3 compatible object store and analytics query engine is the core Data Lakehouse platform for risk analysis serving multiple internal applications and adhocqueries against over a petabyte of data. This platform also serves in a hybrid mode connecting to multiple datastores and databases both onprem and in the AWS cloud. This platform supports applications including Java, Python, ...

Job Title: Principal Infrastructure and Platform Engineer Job Code: 11454 Country: IN City: Mumbai Skill Category: IT\Technology Description: Overall experience of 10+ years working on AWS in a design and/or Devops engineering role with proven experience of design, deployment and enterprise scale implementation on AWS 79 years of experience in building or operating a multi account AWS Landing Zone working with the AWS Governance suite of services including: AWS Control Tower & AFT Creation of new AWS accounts process AWS Service Catalogue AWS Organizations IAM roles, policies, Permissions Boundaries, Resource Based Policies and Service Control Policies (SCPs) AWS Config AWS Networking constr...

Position Details: Job Title: Senior Associate (GCM 3) Process: Reconciliation and wealth Management Work Setup: Work from Office Qualification: Bachelor s degree in finance, Business Administration, Accounting, or a related field. Job Description: We are seeking an experienced and meticulous Senior Cash and Stock Reconciliation Specialist to join our finance team. The ideal candidate will have over 2+ years of experience in reconciliation processes, ensuring the accuracy and completeness of cash and stock transactions. Roles and Responsibilities: Perform and oversee daily reconciliation of cash and stock transactions between various systems and records. Identify, investigate, and resolve dis...

What is DezervWe are Dezerv, a house of investment solutions built exclusively for affluent Indians. With Indias 1Cr+ net worth population growing at 15% annually, there s a clear need for high-quality wealth management solutions at scale and we re here to make that a reality. We believe managing wealth shouldnt be complicated or time-consuming. Traditionally, only UHNIs could afford expert help, but we re changing that. Our founders, with decades of experience in scaling wealth businesses, have built Dezerv around a powerful combination: cutting-edge technology with a human touch. Backed by marquee investors like Premji Invest, Accel, and Elevation Capital, we re already reshaping the futur...

Job Title: Relationship Manager About Choice Equity Broking Choice Group, incorporated in 1992, is a financial institution which finds its legacy in solving financial problems and bridging gaps for individuals, institutions and governments. For past 31 years we are committed to help our clients achieve their financial aspirations and promote value creation for society. Role Overview We are seeking a proactive, client-focused Relationship Manager to manage and grow relationships with existing and new clients across Demat services, Mutual Funds, Insurance, and Loans. The RM will be the primary point of contact, providing financial guidance, onboarding new clients, validating KYC/compliance, an...

-Drive HNI client acquisition and portfolio growth through customized investment solutions (MFs, PMS, AIF, Bonds). -Lead and mentor RMs, ensure revenue targets, client satisfaction, compliance, and business expansion within the assigned cluster.

-Build and manage relationships with HNI clients -Analyze client needs & offer personalized investment solutions across products like Mutual Funds, PMS, Structured Products, Debt,etc -Acquire new clients through referrals, networking & market leads

About The Role Skill required: Record To Report - Account Management Designation: Delivery Lead Manager Qualifications: Any Graduation Years of Experience: 13 to 18 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 more than 120 countries. We embrace...

About The Role Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : SAP Portfolio and Project Management Good to have skills : NA Minimum 12 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. Your typical day will involve collaborating with various teams to ensure project goals are met, facilitating discussions to address challenges, and guiding the team in implementing effective solutio...