7634 Wealth Management Jobs - Page 14

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such 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 clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

Key Responsibilities To ensure active management of clients & generate Investment. To Identify client needs, evaluate their risk appetite, and recommend suitable investment option. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio. To achieve healthy revenues without compromising on clients profitability with clear focus on client servicing. To conduct regular Client Meetings & update the same in the meeting tracker. To assist clients with their query & concern related to trade, portfolio & their account. To assist new client acquisition, building new relationships and increasing depth in existing relationships. To stay updated on ...

As a part of the functional team at Applied Software Pvt. Ltd., you will be responsible for the functional lifecycle of the software product utilized by leading investment managers, alternative investment funds, and hedge funds. Our flagship product, WealthSpectrum, is being utilized by global private banks, financial institutions, and investment managers worldwide. We derive great satisfaction from collaborating with distinguished industry leaders and esteemed clients, and are committed to developing software that is simple to use, stable, and reliable. - Ideal candidates for this position will possess a Finance/Accounting background such as an MBA, CA, or CFA, along with strong analytical ...

Role Overview: As a Relationship Manager at DBS Consumer Banking Group in Pune, Maharashtra, India, your primary responsibility is to drive exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients with a total relationship value of INR 30 lakhs or more. You will need to adopt a need-based approach to ensure client coverage, product penetration, cross-selling, and up-selling of DBS products and services. Your role will involve implementing product strategies effectively, building client trust and loyalty, delivering exemplary customer service, and ensuring internal and regulatory compliance. Key Responsibilities: - Acquire and upgrade quality Treasures c...

As a Subject Matter Expert in Digital Wealth Management with a minimum of 12 years of experience, you will join our overseas client team in Mahape, Navi Mumbai. Your role will involve implementing a Digital Wealth platform using Comarch, where you will translate complex wealth management requirements into functional and testable deliverables to meet business objectives, regulatory standards, and customer expectations. Key Responsibilities: - Act as the primary domain expert for wealth management, digital advisory, and investment journeys - Interpret and validate business requirements across various modules such as customer overview, account funding, self-execution, portfolio view, wealth pla...

Role Overview: As a Relationship Manager-Wealth, you will be the primary point of contact with High Net Worth clients, responsible for acquiring and managing relationships while ensuring the delivery of top-notch services. Your role involves establishing strong connections with clients by designing and implementing financial plans and providing them with the right advice. Key Responsibilities: - Acquire Preferred clients (Affluent & Super Affluent) and maintain client relationships to generate AUM. - Advise clients on Investments, manage their financial portfolios, and deepen the wallet from existing clients. - Track the market for new client acquisition and stay updated on investment opport...

As a Partner-First Private at IDFC FIRST Bank, you will be responsible for managing and expanding the private banking business in Chandigarh. Your primary role will involve collaborating with the Wealth Management team to provide tailored financial solutions to high net worth individuals and families. By acquiring new clients and nurturing existing relationships, you will play a key part in growing the bank's private banking segment while ensuring compliance with regulatory and internal guidelines. Your responsibilities will include: - Developing and implementing a strategic plan to attract new private banking clients - Building strong relationships with current clients to enhance their fina...

Job Description: You will be a seasoned Private Banker with 5-10 years of relevant experience. In this role, you will be responsible for cross-selling wealth products within the same geography and market. Your expertise in the banking industry will be leveraged to provide tailored financial solutions to high net-worth clients. Your primary focus will be on building and maintaining strong client relationships, understanding their unique financial goals, and offering them personalized wealth management services. You will also need to stay updated on market trends and investment opportunities to ensure the best possible outcomes for your clients. This role will require a deep understanding of w...

Job Opportunity for Director- RM with MNC Bank 18 years-25 Years of exp into sales of Wealth products AUM: 150-250 CR+ This will be a Team Management Role. You will have to setup your own team. Please Whatsapp resume to: 7595835146 Required Candidate profile Locations: Chandigarh, Jaipur, Bangalore, Hyderabad, Ahmedabad, Indore, Pune Please Whatsapp resume to: 7595835146

As a Senior Sales Manager at our fast-growing real estate and construction projects company, you will be spearheading the sales efforts for our new upcoming hospitality project in Jaipur. Your role as a Relationship Manager - Investments/Wealth Management will involve interacting with potential investors, acquiring and managing High Net Worth relationships, and developing tailored investment plans to provide top-notch services. **Key Responsibilities:** - Bring in existing clients and cultivate strong client relationships - Generate investments from preferred clients with a minimum investment capacity of 1 Crore and above - Advise on strategic project-based investments across various asset c...

In this role as a Business Analyst, you will be responsible for collaborating with stakeholders to gather and analyze business requirements. Your key responsibilities will include: - Translating business needs into functional specifications. - Acting as a bridge between business and technology teams. - Supporting project planning, estimation, and documentation. - Driving testing, user acceptance, and validation of implemented solutions. - Identifying and implementing process improvements. The ideal candidate for this position should have proven experience in capital markets and domain knowledge in areas such as Corporate Lending, RFR Loans, Syndicated Lending, Term Deposits, Trade Finance & ...

Industry : Finance, Multi Family office, Investments, wealth management About Valtrust Capital www.valtrustcapital.com Valtrust is a boutique and fast-growing multi-family office, founded and led by seasoned investors. We invest in opportunities in India as well as outside India. We have offices in Delhi and Chennai. We also have associate offices/partners in London and Dubai. Position: Operations Head Location: Delhi / Chennai CTC: TBD About the Role We are seeking an experienced Operations Manager to lead, streamline, and automate our mutual fund and alternates distribution operations. The ideal candidate will oversee and create all back-office and client-servicing processes, drive automat...

deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing. We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations. Our culture is built on hard work and supporting our people to succeed whil...

1 Ability to scan corporate markets and Industries in the area of location an identify potential 2 Growth the book by contributing from existing corporates and NTB’s (minimum 4 new NTBs on a monthly basis with an average salary size

Will be responsible for achieving assigned Acquisition nos, Cross sell Targets Need to handle a team of 5 – 6 Relationship Officers Need to Work closely with allotted branches for New Corporate Code generationNeed to Self-Source Corporate Codesfrom

Develops databases for lead generation, identifies market segments Co-ordinates with other businesses to provide NRI customers with seamless access to other bank products Reviews and monitors effort of assigned Relationship & Sales team Required Candidate profile Product management team marketing & other center for new product development,service enhancements and sales initiatives Ability to carry along all the units involved in the customer service to DELIGHT

HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention) HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)

Cross sell Lead generation/ basic enquiry, liaising with Branch Manager & product teams (RBL, trade, FX, CMS/DSB etc. to offer right business solutions to the customer New to bank acquisition of high end current accounts through open market lead Required Candidate profile 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment Should know the local language.

Teller Operations & Team Handling Responsible for managing Branch Operations & Profitability, ensuring high quality service & Customer Relationship Management, Operation & cross sales, supervision of all HNI customers. Required Candidate profile Candidates with Retail Branch Banking experience will be preferred. Teller Operations Authorizers experience candidates from Banks can apply

Job involves managing all branch operations, including profitability, sales targets, portfolio quality, cost control, and team motivation Complete Branch Team Handling. Responsible for including HNI customers into the Preferred Banking. Required Candidate profile Grade open from Sr Manager to AVP/DVP & VP Relevant Retail Liability Sales Expertise from Banking apply CTC Negotiable

Location - Bangalore / Hyd / Delhi / Mumbai Experience - 8 + years in banking handling HNI Clients Role Details 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 the face of the Bank to the high net worth customers of the Bank. Overall Job Description To cross sell wealth & liability products to the banks premium Asset clients Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in sha...

Responsible for growing revenues of broking, lending products, Share khan Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF

Position - RMPA Experience - Banking & sales only Education - Graduation Must Job Description: RMPA : Acquisition of High End Current\Saving Accounts through open market along with cross selling of other products of the Bank. Candidate to carry hardcopy of cv & mention Naukri.com on it. Interview Location - RBL Bank, GF, Viva Complex, Opp. Parimal Garden, Ellisbridge, Ahmedabad 380006. Contact person - Vinay Sawant Date & Time - 20 Sept, 10.30am to 12.30pm

Role & responsibilities Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile. Showcase entire product suite of Kotak Group to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Deliver solutions to clients based on their investment profile in consultation with product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines. Proactively advise ...