7634 Wealth Management Jobs - Page 16

Greeting from HDFC Bank!! We have urgent opportunity of Branch Sales Manager based across Bangalore Job Locations: Bangalore ( Giri Nagar) 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 ...

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - Frazer Town Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Imperia/ Preferred programme and offering them a superior customer experience to enhance the profitab...

Role Overview: As a Virtual Relationship Manager at Equirus Wealth Private Limited, you will be responsible for onboarding and completing digital KYC requirements for all customer segments. You will manage and resolve all customer queries in a timely manner. Additionally, you will contact existing or potential customers to inform them about investment products or services using scripts and answer any related queries. Your role will involve understanding customer requirements, closing sales, directing HNI prospects to the field sales team if necessary, updating customer information in the database, processing transaction orders accurately, and handling grievances to maintain the company's rep...

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have experience into Trading and Order Punching Qualifications:Post Graduation Exp- 3+ Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...

About The Role Project Role : Program/Project Management Representativ Project Role Description : Deliver business and technology outcomes for assigned program, project, or contracted service. Leverage standard tools, methodologies and processes to deliver, monitor, and control service level agreements. Must have skills : Business Requirements Analysis Good to have skills : Wealth Management Advisory Solutions, Pega Platform, Pega Architecture Minimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Program/Project Management Representative, you will be responsible for delivering business and technology outcomes for assigned program...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business proces...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business proc...

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

Description 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 negotia...

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...

Description 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 negotia...

Job Description 10281 Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, wealth Management . Managing PL of the Region and Building up Market Share . Owning and Establishing Tata Capital Wealth Management Brand for the regions . Recruitment, Nurturing talent,Hand Holding . Reviewing team's performance for optimisation of revenues . Co Owning clients of the team . Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offeri...

Role & responsibilities Preferred candidate profile A Head of Wealth Management "Playing Captain" is a leadership role responsible for both managing a client portfolio and a team of Relationship Managers to achieve business targets in wealth management . Key responsibilities include developing and implementing financial plans, mentoring and training a team, driving asset growth, nurturing relationships with High Net Worth Individuals (HNWIs), and ensuring compliance with market regulations.

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...

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 transactions. Additionally, you will stay updated on market trends and industry developments to identify potential investment opportunities and assess their feasibility. Responsibilities - Identify and evaluate potential investment opportunities for clients - Conduct comprehensive financial analysis and due diligence on target companies - Develop investment strategies and prepare investment memorandums - Structu...

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 transactions. Additionally, you will stay updated on market trends and industry developments to identify potential investment opportunities and assess their feasibility. Responsibilities - Identify and evaluate potential investment opportunities for clients - Conduct comprehensive financial analysis and due diligence on target companies - Develop investment strategies and prepare investment memorandums - Structu...

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 transactions. Additionally, you will stay updated on market trends and industry developments to identify potential investment opportunities and assess their feasibility. Responsibilities - Identify and evaluate potential investment opportunities for clients - Conduct comprehensive financial analysis and due diligence on target companies - Develop investment strategies and prepare investment memorandums - Structu...

Overview Skill: Prisma, CM 360, Adform, Flashtalking. Proficiency in Microsoft Excel, Word, and PowerPoint. Location: Hyderabad, Chennai, Coimbatore, Bangalore. Experience: 4 t0 8 Years. We are an integral part of Annalect Global and Omnicom Group, one of the largest media and advertising agency holding companies in the world. Omnicom’s branded networks and numerous specialty firms provide advertising, strategic media planning and buying, digital and interactive marketing, direct and promotional marketing, public relations, and other specialty communications services. Our agency brands are consistently recognized as being among the world’s creative best. Annalect India plays a key role for o...

Greeting from Infosys BPM Ltd., We are hiring experienced candidates from Capital Market domain for Bangalore- location. Please walk-in for interview on 25th September 2025 at Bangalore Location. Note: Please carry copy of this email to the venue and make sure you register your application before attending the walk-in. Please use below link to apply and register your application. https://career.infosys.com/jobdesc?jobReferenceCode=PROGEN-EXTERNAL-225429 Please mention the generated Candidate ID on the top corner of your Resume *** Interview details: Interview Date: 25th September 2025 Interview Time: 10:00 AM till 12:00 PM Interview Venue: Infosys BPM Limited, #785, Ground Floor Axis Sai Jyo...

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore Thippasandra, Indiranagar CMH Road and 100 Feet Road Indirangar) Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer ...

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - CMH Road Indiranagar Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Fn : Sales Role Type: Supervisory No of direct reportees: 5 to 9 Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income....

Job Responsibilities __________________________________________________________________________________ Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve ...

5-8 Years of experience in Software Testing & Quality Assurance. Test case creation, execution, planning, and reporting. Strong Knowledge of Mobile Tetsing Thorough understanding of Test Management and Defect Management processes. Expertise in the FS domain along with strong hands-on experience in testing Wealth Management applications. Solid understanding Manual testing process. In-depth knowledge of a variety of testing techniques and methodologies. Strong knowledge of industry wide Quality & Test processes and practices. Experience of defining Test Data Profiling approaches and Test Data Management approaches Strong Functional understanding of Investment Banking, Capital Markets. Excellen...