7634 Wealth Management Jobs - Page 15

If you are eligible and interested in this role, please share your CV at resume@erconsultants.in or WhatsApp your CV at 8178095895 . Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) and Ultra HNIs , providing personalized Wealth Management solutions. Identify new business opportunities through referrals, networking, and market research to acquire new clients. Develop and maintain strong relationships with existing clients to increase wallet share and product penetration. Analyze client financial goals and objectives to develop tailored investment strategies utilizing various products, including mutual funds, Portfolio Management Service, and AIFs. Formul...

Position: RM/SRM Department: Direct Sales Location : UP CTC: 2.50 TO 4.75 Role -100% lead base work /Up sales / Cross Sales life insurance.

Fastest Growing Portfolio & Investment Management Company is hiring in large numbers across India Please send your cv on rm@contactxindia.com / ia@contactxindia.com Call on 8859766816,94125 01851 Role & responsibilities Asst. Mgr./Mgr./Sr. Manager Job Role : Wealth Manager HNI Acquisition Key Responsibilities & Accountabilities : • Will be responsible for primarily selling Equity based investment products. • Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. • Responsible for achieving targets as assigned by the organization on a monthly basis. • Provide regular updates to the immediate superior as an when required. Required Educa...

Job Title: Sr. Software Engineer Job Code: 11018 Country: IN City: Mumbai Skill Category: IT\Technology Description: .

Job Opportunity for Associate Director- RM with MNC Bank 12 years-18 Years of exp into sales of Wealth products AUM: 70-150Cr This will be a Individual Contributor Role Please Whatsapp resume to: 8018134910 Calls will not be entertained. Required Candidate profile Locations: Bhubaneshwar, Guwahati, Chandigarh, Jaipur, Ludhiana, Bangalore, Cochin, Coimbatore, Hyderabad, Ahmedabad, Baroda, Bhopal, Indore, Pune Please Whatsapp resume to: 8018134910

Job Description - Relationship Manager HNI Sales SUMMARY: - The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a ...

Company:Kiya.ai Job Title: Client Onboarding (Wealth Management) Location: Mumbai Work Mode:Hybrid About the Role: Wealth Management team to onboard and support high-net-worth clients while ensuring data integrity, compliance, and regulatory adherence. You will work closely with internal stakeholders and provide support across Singapore and Hong Kong regions. Key Responsibilities: Onboard new clients (Individuals, Trusts, Corporates) and maintain accurate client profiles. Collect, verify, and securely store KYC documents. Conduct AML/KYC, CDD/EDD checks and ensure FATCA/CRS compliance. Screen clients against global sanctions & PEP lists. Prepare reports for management review and support audi...

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

New client acquisition, building new relationships and increasing depth in existing relationships with high-net-worth clients. Generating leads Selling/advising third-party products like Health Insurance, SIPs, life insurance, and Mutual funds

Role & responsibilities Manage your own portfolio of HNW/UHNW clients, delivering tailored investment, estate planning, and wealth structuring solutions. Lead and mentor a team of private bankers/relationship managers, driving performance and client satisfaction. Collaborate with product, research, and investment teams to offer holistic wealth management solutions. Identify market opportunities and support regional business development initiatives. Preferred candidate profile 8 - 20 years in Private Banking / Wealth Management Direct AUM track record (100 - 200Cr+) Excellent stakeholder, product, and regulatory knowledge

Roles & Responsibilities :- Identify and evaluate opportunities for acquiring loan portfolios - Home Loans, LAP. Conduct initial discussions with originators for securitization deals. Coordinate with internal business and product teams to assess suitability of portfolios. Review underlying loan agreements, origination processes, and customer profiles. Work with treasury and legal teams to structure the securitization/assignment transactions. Prepare MIS and reports for management, investors, and regulators. Explore new partnerships with banks, NBFCs, fintechs, and microfinance institutions. Stay updated on market trends, RBI guidelines, and competitor practices.

Role & responsibilities Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings or Virtual Presentations to clients. 3. To conduct and assist in organizing seminars, workshops and other business development activities. 4. Prior experience of working in a wealth management firms, Private banking, PMS Advisory, AIF Acquisition or High ticket MF Sales with exposure to HNI client management . 5. Minimum Entry level Portfolio amount would be Rs 1 crore and above. Advisory and Relations...

Roles & Responsibilities: Generating Leads and conversion of leads into business. Acquiring and managing HNI/SME, Affluent clients and individuals. Maintaining in depth knowledge of company products and services. Building and maintaining strong relationships with potential and existing clients. Meeting sales/revenue targets. Managing Client portfolios & understand clients financial goals, risk tolerance, investment needs and provide solutions/advisory accordingly. Qualifications: Graduate/MBA with 4 - 6 years of relevant experience. An educational background in Finance/Investment will be an advantage. Compensation & Benefits: Fixed: Depends on experience, qualifications. Variable: Annual Per...

We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex t...

We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex t...

We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex t...

Responsibilities: Trade Surveillance Ensure daily execution of internal procedures designed to ensure that our European markets remain fair and orderly; In particular, using the systems available to us, monitor daily order and trade activity to identify behaviour which may be indicative of market abuse, or other behaviour which may damage the integrity of the markets; Conduct thematic reviews pertaining to potential incidences market abuse and disorderly markets; Use results to recommend how to develop our surveillance system, recommend protocol updates and determine whether further escalation is appropriate; Escalate reasonable suspicions, as appropriate, to the Head of Surveillance, togeth...

Responsibilities: * Manage HNIs' portfolios, provide investment advice. * Handle alternative investments, private banking services. * Collaborate with banking products team.

Urgent Requirement:- Agency Channel/General insu./SAP/Life Insurance/Health Insurance/Mutual Fund/Distrubution Channel. Proven track record in agent recruitment. Stability 2 years.Products- ULIP, Traditional & Term Insurance.

We are currently looking for dynamic professionals for the following roles: 1) PB Classic (3+ Years Exp) 2) Branch Manager (10+ Years Exp) 3) Preferred Relationship Manager (6+ Years Exp) 4) Imperia Relationship Manager (8+ Years Exp) 5) Branch Sales Manager (6+ Years Exp) 6) PB Sales Outbound (1+ Years Exp) Roles and Responsibilities Develop and maintain strong relationships with high-net-worth individuals (HNIs) through effective sales strategies. Identify new business opportunities and drive cross-selling initiatives to increase revenue growth. Ensure compliance with regulatory requirements and internal policies while delivering exceptional customer service. Collaborate with other teams t...

YOUR IMPACT: Sales Specialists & Consultants are product, services, software or solution specialists that are responsible for leading pursuit in their assigned focus areas. Drives proactive campaigns to build the pipeline, uses specialized knowledge and skills to prospect, qualify, negotiate and close opportunities. May have named accounts allocated, cover a designated geography, or may be allocated to one high-potential, competitive attack account. WHAT THE ROLE OFFERS : Develops long term sales pipeline in GCC/Named account Segment to deliver the company's order and revenue targets in Cybersecurity in the given regions. Focus on Cybersecurity solutions of Security Operations Centre (SOC), ...

Key Responsibilities: ? Manage and grow a high-net-worth portfolio with a minimum book size of ?20 crore ? Source clients via wealth channelsroles like Privi RM, Burgundy RM, Wealth Manager, Imperia RM, Preferred RM ? Offer full-spectrum wealth advisory including equities, derivatives, mutual funds, insurance, debt, and lending solutions ? Build and maintain strong relationships with HNI/UHNI clients ? Coordinate with internal teams (trading, research, product) for seamless service delivery ? Actively cross-sell across products to drive revenue and advisory impact Key Skills & Qualifications: ? Proven portfolio management with book ??20 CR in HNI/UHNI domain ? Background in wealth-channel so...

Job Description: A career within Private Company services will provide you with the opportunity to assist private companies with various business advisory needs such as audit, tax compliance, and planning. This will help in improving their operational efficiency and allowing them to focus more on business strategy. You will have the chance to witness the complete business life cycle of a private company from its inception to growth, maturity, and transition. The team at PwC helps clients in designing and executing personalized service plans tailored to privately owned entities, entrepreneurs, and high net worth individuals. Your role will involve focusing on key issues like wealth management...

Role Overview: As an analyst in the Purchase & Sales department at UBS Financial Services Inc., your main responsibility will be to facilitate trade matching with various industry clearinghouses and contra parties across Equity, Option, UIT and Fixed Income products. You will play a crucial role in coordinating with internal and external stakeholders to ensure timely trade matching and settlement while resolving trade suspense and money discrepancies. Additionally, you will be responsible for processing daily control reports and reconciliations, handling inquiries from branch personnel, processing trade correction requests, and escalating issues to local team management. Key Responsibilities...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Sales Manager based across Bangalore Job Locations: Bangalore ( Halasuru) Note: Candidates having 3+ 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 customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition an...