10272 Wealth Management Jobs - Page 16

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 across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having an AUM => INR 20 Million through need-based approach” and ensure client ...

14 - 14 Service Operations EMEA WM Description & Requirements : Bravura s Commitment and Mission At Bravura Solutions, collaboration, diversity and excellence matter. We value your ideas, giving you room to be curious and innovate in an exciting, fast-paced, and flexible environment. We look for many different skills and abilities, as well as how you can add value to Bravura and our culture. As a Global FinTech market leader and ASX listed company, Bravura is a trusted partner to over 350 leading financial services clients, delivering wealth management technology and products. We invest significantly in our technology hubs and innovation labs, which inspire and drive our creative, future-foc...

Company- Globe Capital Market Location- Delhi/Mumbai Designation Relationship Manager Sales Qualification Graduates Salary - As per industry Interview mode - Face to Face Job Description: • To identify and acquire the customers • Maintaining the relationship with the customers. • Retention of customers • To cross-sell the investment party products • To ensure to reach the revenue target. • Acquiring new and prospective customers • Understanding the requirements of the prospect. • Providing clients with advice that helps them to sort out their problems in investment. • Ensuring future business from those prospective customers in the long run. • Generate revenues and AUM for the company as per...

Role & responsibilities Team Leadership: Lead, mentor, and coach the relationship banking team to achieve individual and team targets. Provide guidance on relationship management techniques and customer service standards. Client Relationship Management: Develop and maintain strong relationships with high-value clients. Understand their financial needs and objectives to offer tailored banking solutions and maximize revenue opportunities. Business Development: Drive business growth by acquiring new customers and expanding the bank's market share. Collaborate with product teams to introduce innovative banking products and services. Risk Management: Ensure compliance with regulatory requirements...

Job Location: Besant Nagar, Vepery, Egmore, Ascendas-Taramani, Anna Salai, Ashok Nagar, Saidapet, Kilpauk, Nanganallur, Porur, Maduravoyal, Thirumullaivoyal, Karapakkam, Santhome, Shenoy Nagar Role: Imperia Relationship Manager. Experience: 8+ Years of Banking Sales Experience. Responsibilities: Responsible for including HNI customers into the Imperia programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact ...

OVERVIEW CITIC CLSA internship programme introduces successful candidates to international finance. We provide a comprehensive introduction to all front office and corporate functions with on-the-job experience in an area of the business most aligned with your career goals. Our diversified business lines offer candidates the exciting opportunity to work and gain industry knowledge. Throughout the eight-week internship programme, you will connect with CITIC CLSA s highly experienced professionals from across the organisation while gaining on-the-job experience and working on real-life projects that drive the business forward. CANDIDATES CITIC CLSA is seeking curious, passionate, intelligent, ...

Description Requirements : Bravura s Commitment and Mission About The Position Based in Gurgaon the Service Operations team owns the 1st level support for all clients across all BSL products providing coverage of 24x7, being a Single Point of Contact for all (Internal/External) clients. A Service Operations Analyst is an information technology (IT) professional who assists BSL customers resolve issues and facilitate service requests. They respond to customer enquiries, provide monitoring oversight of our applications and network infrastructure including the overnight batch processing functionality. They will also work closely with other teams within BSL to provide assistance on tasks that ar...

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 across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having an AUM => INR 20 Million through need-based approachrdquor; and ensure c...

What is the Team responsible for BSP is seeking a bright, articulate, detail-oriented individual to join the Private Debt team. The successful candidate will take a central role in supporting the evaluation, structuring and negotiation of our private debt transactions, as well as in the monitoring of our investments. As a member of the firms investment team, the Associate will be involved in all aspects of the investing process including due diligence, execution, and portfolio management. Our associates work with a small deal team in a fast-paced and entrepreneurial environment and have constant interaction with the most senior members of the firm, as well as the senior management of our por...

The FTS Performance Attribution Data Management team ensures high-quality investment performance data across the enterprise. By centralizing data oversight, the team supports strategic decision-making and operational efficiency. Team members collaborate closely with business and technology partners in a dynamic, detail-driven environment. How You Will Add Value Core Responsibilities: You will: Maintain accurate Investment Mgmt Performance, allocation, characteristics and ex post risk data for all Products (MF, Index, Hybrids, Institutional accts). Work on Performance and Investment Risk, Benchmark Indices data sets. Understand complete data lineage from which system it originated and what le...

About the Technology Quality Assurance Team: The Technology Quality Assurance (TQA) team ensures high-quality software delivery that enhances customer experience. Our Quality Engineering group develops and supports reusable, technology-agnostic automation frameworks across Legacy, Digital, Data, and NextGen platforms. We collaborate globally, innovate continuously, and offer a dynamic environment where professionals grow through impactful work and cutting - edge practices#DIRECTOR How You Will Add Value Strategic Leadership: You will lead the global Quality Engineering team with a clear, aligned strategy You will define enterprise-wide quality standards and reusable engineering patterns You ...

Role & responsibilities Sales Officer Current Account & Saving Account Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of is...

• Lead client acquisition, investment advisory & relationship management for HNI/UHNI clients. • Manage AIF, PMS & wealth portfolios, ensure compliance, and achieve fundraising & revenue targets. Required Candidate profile • 5–15 yrs in wealth management/private banking. • Proven record with HNI clients, strong market knowledge, AIF/PMS expertise, communication & advisory skills, and investor-centric approach.

LARGEST WEALTH MANAGEMENT COMPANY HIRING IN LARGE NUMBERS FOR BELOW ROLE send cv on rm@contactxindia.com Email- karan@contactxindia.com Contact- 8859766816 / 9412501851 /8789151182 / 983353449 Key Responsibilities: Acquiring high value relationships into the HNI Broking vertical (EQUITY). Managing Large Trader Clients/Big Ticket size Client Acquisition & service. Managing relationship of super HNI clients, retaining & enhancing advisory relationship Managing relationships of HNI clients, retaining & enhancing advisory relationships. To generate revenue from existing customers mapped and from new clients. To execute cross sell efforts as per focus of the organization at any given point in tim...

• Market research on High Net-Worth Individuals (HNI) clients in the region of Chandigarh • Leverage deep product expertise across Mutual Funds, Bonds etc. • Acquire new business clients through targeted networking, referrals, market research. Required Candidate profile • Postgraduates with exp in financial services • Strong track record in HNI/Ultra HNI wealth management & mutual fund. • CFP / NISM V-A certifications are a big plus • Excellent communication

Position: Relationship Manager Company: Choice International Location: Pan India Job Type: Full Time About Us Choice Group, incorporated in 1992, is a financial institution with a legacy of solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Position Summary Are you ready to elevate your career in the financial services industry? We are seeking a motivated and dynamic Relationship Manager to join our team. In this role, you will: ¢ ¢ Conduct outbound calls to partners Present our diverse range of financial pr...

We have openings for Platinum RM And Affluent RM 5+ yrs of experience Daily interviews in Hyderabad

About The Role • 4 Years of experience in Avaloq development. • Overall experience of 5 years in software development. • University degree or equivalent in engineering, preferably in computer science. • General software programming experience • Avaloq parameterization and development of customized functionality, preferably with focus on Avaloq Message Interface • Avaloq parameterization, development of software changes including unit testing with 5 years of Avaloq Development experience. • Understand user requirements and provide solutions using Avaloq Parametrization along with Unix and shell scripts. • Work with business stakeholders on solution requirement including mapping business proce...

—The role will require you to engage with potential clients, schedule meetings, and assist in the preparation of presentations —Client research, business development, prospecting, follow-up & organizing sessions Required Candidate profile —Graduate fresher —Excellent comms to engage clients effectively via email, calls & social media — Basic understanding & eagerness to learn prospecting, follow-up & client engagement strategies Perks and benefits Fixed Salary+ Insurance+ Incentives

Position Responsibilities Sr. Key Responsibilities (Please mention all the responsibilities expected from the incumbent to perform) 1 Work closely with Cluster & Segment TL on NR Portfolio Growth & Acquisition 2 Drive NR Acquisition team on NTB Acquisitions 3 Support Segment RMs on NR Acquisition/ ERV Portfolio, Generating FX income leads through FCNR forwards & Cross Sell 4 Conduct Periodic Training & Engagement session with Branch & Segment RMs/TL 5 Track Quality parameters on Funding, Activation & work on Improving Portfolio Quality Qualifications and Experience Requirement Qualifications Essential MBA /Post-Graduate Experience Essential 5 to 6 years in NR Channel / Product/Sales role Ski...

City Head Team leader? Y Team Size: 3-5 Grade: Vice President Business: RETAIL BANKING Department: Retail Liability Products & Fees Sub - Department: FEES Location: Respective Regional / Circle Office About Branch Banking With more than 4100 domestic branches spread across 26 states and 6 union territories, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services About the Role The City Head Wealth Specialists is a senior sales leadership ro...

About the Role: We are seeking highly energetic and self-motivated professionals with a passion for creating holistic, technology-driven wealth management experiences. The ideal candidate will possess strong strategic thinking, analytical, and problem-solving skills, coupled with excellent communication and stakeholder management abilities. You will lead business development initiatives, manage high-value client relationships, and deliver superior investment advisory services tailored to HNI and UHNI clients. Key Responsibilities: Drive business development and client acquisition for HNI and UHNI segments. Act as a trusted financial advisor by providing bespoke investment solutions aligned w...

About the Role: We are seeking highly energetic and self-motivated professionals with a passion for creating holistic, technology-driven wealth management experiences. The ideal candidate will possess strong strategic thinking, analytical, and problem-solving skills, coupled with excellent communication and stakeholder management abilities. You will lead business development initiatives, manage high-value client relationships, and deliver superior investment advisory services tailored to HNI and UHNI clients. Key Responsibilities: Drive business development and client acquisition for HNI and UHNI segments. Act as a trusted financial advisor by providing bespoke investment solutions aligned w...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and expand existing ones through various channels such as Priority Banking, Preferred Banking, and Wealth Management. Identify opportunities for cross-selling of retail liabilities products like CASA deposits to increase revenue growth. Develop and maintain strong relationships with HNI clients by providing exceptional service quality standards. Collaborate with internal teams to resolve client issues promptly and efficiently. Analyze market trends and competitor activity to stay ahead in the competition. Desired Candidate Profile 9-14 years of experience in Retail Branch Banking or ...

Drive revenue growth by managing Private Wealth Channel relationships and increasing market share for Axis Mutual Fund products. Identify and capitalize on new business opportunities through strategic engagement and proactive sales initiatives. Build and maintain strong relationships with channel partners to ensure consistent communication and alignment with Axis MF objectives. Conduct regular meetings and promotional activities to enhance partner engagement and drive product visibility. Maintain in-depth knowledge of Axis Mutual Funds & Alternate Investement product suite and market trends to provide informed investment advice. Act as a trusted advisor to clients, offering insights and reco...