10272 Wealth Management Jobs - Page 15

Job Purpose/ Summary The Support – RM – QC role in the Steel Rolling Mill is responsible for assisting in the management of raw materials and ensuring quality control throughout the rolling process. The position involves coordinating with procurement for material availability, supporting quality inspections, maintaining records, and ensuring compliance with quality and safety standards. The role plays a key part in maintaining consistent product quality and smooth plant operations. Job Description Raw Material (RM) Support: Coordinate with procurement and stores for timely availability of raw materials (billets, ingots, etc.) Track and report daily RM consumption and stock levels. Ensure RM ...

1.Relationship Management - Portifolio of Ultra HNI and HNI customers. 2.Primary focus on Investment Advisory - PMS, MF & Other related products Required Candidate profile 1.Should be working with top Foreign MNC & Indian Banks. 2.Should be currently in a very Sr. Relationship Mgmt. role. 3.Excellent Comm. Skills. 4.Thorough knowledge of all Banking & Investment Prods.

Building and maintaining strong relationships with high-net-worth individuals (HNIs) and ultra HNIs, understanding their financial goals, and Maintain portfolio, providing Actively engage in acquiring new customers for CASA accounts.

Building and maintaining strong relationships with high-net-worth individuals (HNIs) and ultra HNIs, understanding their financial goals, and Maintain portfolio, providing Actively engage in acquiring new customers for CASA accounts.

About the Role Hiring for Relationship Manager / Wealth Manager catering to HNI/UNHI/Family Office segment Responsibilities Establish and maintain long-term, trust-based relationships with HNI and UHNI clients. Understand client requirements and provide strategic advice across a wide spectrum of financial products, including but not limited to mutual funds, life and health insurance, structured products, and other wealth management offerings. Conduct periodic portfolio reviews, assess investment performance, and ensure alignment with the clients financial goals. Drive business development through client referrals and proactive outreach, consistently achieving assigned targets. Provide end-to...

Responsibilities: * Manage HNI client portfolios through NISM compliance & PMS expertise. * Provide investment advice, financial planning & relationship management. * Acquire new HNIs, expand existing relationships. Required Candidate profile NISM V A - Mutual Fund Certification

Client acquisition and asset gathering: Increase Assets Under Management Create a SIP book Regularly meet clients to understand their goals, review portfolios, Recommend investment product mix mutual funds, PMS, AIFs, insurance, fixed income. Required Candidate profile Minimum education: Graduate (any stream) typically. NISM (National Institute of Securities Markets) Sales/target orientation (new business, cross-selling) Compliance-awareness and integrity. Perks and benefits Email - arun@willpowerconsultants.com 9004792929

Client acquisition and asset gathering: Increase Assets Under Management Create a SIP book Regularly meet clients to understand their goals, review portfolios, Recommend investment product mix mutual funds, PMS, AIFs, insurance, fixed income. Required Candidate profile Minimum education: Graduate (any stream) typically. NISM (National Institute of Securities Markets) Sales/target orientation (new business, cross-selling) Compliance-awareness and integrity. Perks and benefits Email - arun@willpowerconsultants.com 9004792929

Greetings From ManpowerGroup Role Description Job Specification A. Position Details Position Title: Relationship Manager Salary : Best In The Market B. Demographics Role Relationship Manager - CEC Education Background MBA Work Experience 8+ Yrs of experience in similar industry, Preference to NISM VA and NISM XXIA certified candidates with experience in managing UHNI Clients, with in depth knowledge of Mutual Funds Market. Critical Skills Required Relationship Management Influencing Skills Technical - Product Knowledge Presentation skills Interpersonal skills Effective Communication Result oriented with proper adherence to compliance C. Role Purpose Role is to maximize sales by planning and ...

Have to do the Wealth management in TOP Corporate Bank. Must have any minimum 2 years of experience in NBFC,BANKS or Small Banks. Having any sales experience in NBFC,BANKS or small banks is a value added advantage. Must be good at communication.

Dear Aspirants, IndusInd Bank is looking out Candidates for below role at Chennai & Coimbatore. Position: Relationship Manager/Sr Relationship Manager - NRI Detailed Responsibilities Managing key clients/high end customers & adding these clients to his/her existing portfolio for future cross sell. Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank. Providing financial advice related to investments, insurance, simple banking transactions. Building client rapport with corporate sector/NR clients. Delivering the target number with quality & customer delight. Competencies Required Business Acumen Sales / Marketing skills I...

As an NRI Wealth Relationship Manager , youll manage a select portfolio of NRI and HNI clients. The role is a mix of relationship management and business growth , where you act as a trusted advisor while meeting structured sales and revenue goals.

Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) to acquire new clients and grow existing ones through cross-selling of investment products such as Mutual Funds, AIFs, PMS, TPP, Open Market etc. Identify opportunities for upselling and cross-selling various financial solutions to HNI clients to increase revenue growth. Develop and maintain strong relationships with HNI clients by providing exceptional customer service and ensuring their financial goals are met. Collaborate with internal teams to resolve client queries and issues related to portfolio management services. Meet sales targets set by the organization while adhering to regulatory compliance no...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Job Title: Investment Analyst Single Family Office Location: Bangalore, India Reporting To: CIO/Family Office Head Type: Full-time | On-site Experience: 2 -3 years Candidate Profile Qualifications MBA (Finance) from a reputable B-school • CFA Level 2 cleared or in progress Preferred Experience • Listed equity research (Indian public markets) • Deal evaluation or business profiling in an investment or advisory team Financial modelling and data collation for internal investment discussions Key Attributes Trustworthy and discreet handling sensitive financial data Detail-oriented with strong follow-through Good communicator Independent, proactive, and able to manage multiple priorities What We O...

In this role, you shall lead and implement large scale transformation programs with wealth & retail baking operations Responsibilities Qualifications we seek in you! Minimum Qualifications Plan, execute, and finalize projects according to strict deadlines and within budget. Define project scope, goals, and deliverables that support business goals in collaboration with senior management and stakeholders Develop full-scale project plans and associated communications documents Coordinate and communicate with project team members and stakeholders Identify and manage project dependencies and critical path Proactively manage changes in project scope, identify potential crises, and devise contingen...

Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS • Manage clients through client visits, suggest financial products to the clients • Identifying prospective clients & acquiring new clients.

Business Function: As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just right for you. Job Purpose: To drive and deliver exceptional business performance to grow the CBG portfolio through the provision of efficient business management, powerful leadership, team ...

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 ...

Role & responsibilities Key Responsibilities: • Identify, connect with, and onboard new HNI & UHNI clients through personal networks, referrals, and market outreach. • Build lasting client relationships by offering tailored investment advice and conducting regular portfolio reviews. • Offer clients a comprehensive suite of financial products from equity and mutual funds to PMS, AIFs, bonds, insurance, and structured products. • Conduct detailed risk profiling and financial planning to ensure every investment strategy aligns with individual goals. • Maintain and grow your AUM base through consistent engagement, transparency, and trust. • Stay ahead of market trends, global developments, and e...

Manage and enhance relationships with Elite / High Net Worth (HNI) customers of the bank. Provide personalized banking solutions and advisory to meet customer needs. Drive sales of banking products such as CASA, FD, Insurance, Investment products. Required Candidate profile Maintain high levels of customer satisfaction and retention through proactive service. Handle account management, customer servicing, business development at the branch / assigned territory.

As a Software Engineer III at JPMorgan Chase within the Consumer and Community Banking (Wealth Management), you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way. You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm s business objectives. Job responsibilities Job responsibilities Executes standard software solutions, design, development, and technical troubleshooting Writes secure and high-quality code using the syntax of at least one programming language with limited guidance Participate in a d...

Accountable for achieving monthly & annual sales targets for the city, as agreed. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share. Monitoring of progress towards achieving targets is done on a weekly basis. Agree targets and take accountability for the overall achievement of CBG product portfolio performance objectives for the branch in terms of Customer Experience, Sales Growth & Income Contribution. Costs performance, Employee Satisfaction, Risk and rigour management. Provide ...

In-depth understanding of internal audit processes and methodologies to ensure compliance and risk management. Proficient in assessing and enhancing business processes to mitigate risks and strengthen internal controls. Experience in conducting risk assessments and developing strategies for process improvement within financial services. Ability to analyze data and generate insights to support audit findings and recommendations. Strong capability in communicating and implementing best practices in process and controls within organizations. Skills and attributes To qualify for the role you must have Qualification Chartered Accountant Experience 1 year People with the ability to work in a colla...