10282 Wealth Management Jobs - Page 17

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...

Job Description: Investment Analyst Role Overview We are seeking a broad-based Investment Analyst to assist the Chief Investment Officer (CIO) in evaluating a wide range of investment opportunities — primarily direct listed equity and private company deals. The analyst will be responsible for conducting detailed equity research and supporting the CIO in all aspects of the investment process. --- Key Responsibilities Public Equity (Detailed KRAs) Maintain detailed trackers for core and watchlist stocks (quarterly financials, price movements, key ratios). Prepare concise earnings summaries and management commentary post-results season (2–3 pager format). Track news flow, regulatory updates, an...

Job description: Key responsibilities include: 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 a balance of revenue streams through sale of MF which wil...

Role & responsibilities Role & responsibilities Experience: Minimum 10 -12 years of relevant experience. Key Responsibilities: Drive business growth and achieve/surpass targets for fund mobilization, IFA empanelment, and new investor acquisition. Ensure profitability by managing growth, expenses, and operational efficiency. Lead, motivate, train, and manage the sales team to deliver high performance. Develop regional business strategies aligned with market dynamics and UFC objectives. Maintain strong relationships with institutions, HNIs, and non-individual distributors. Organize investor meets, agent meetings, and participate in financial fairs. Conduct regular training and knowledge sessio...

Spectral Consultants is seeking an experienced Associate- Wide Risk Management (EWRM) Framework policy professional for a Global Investment Bank in Bangalore. The role focuses on controls testing, risk mitigation, and surveillance, ensuring compliance with risk & control frameworks and regulatory guidelines. Key Responsibilities: Perform key controls testing and targeted control reviews within agreed timelines. Ensure compliance with trading controls and risk mitigation processes. Conduct Second line of defense (2LoD) tests and reviews per procedures. Manage Risk Issues & Events as per EWMRF guidance. Support SOX attestations, compliance reporting, and quality assurance (QA). Collaborate wit...

Job description: Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: Direct equities Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Mutual funds Structured products Arbitrage opportunities Private credit Insurance Alternative investments Legacy planning International investing Tax minimization strategies. Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address c...

Position Overview: We are seeking a highly skilled and experienced Senior Relationship Manager to join our dynamic team in a playing captain role. The ideal candidate will possess a proven track record in managing client relationships, strong financial acumen, and the ability to lead and inspire a team. This role demands strategic thinking, excellent communication skills, and a deep understanding of financial investments and wealth management products. Key Responsibilities: Client Relationship Management: Manage and grow a portfolio of high-net-worth clients. Deliver exceptional client service by proactively addressing client needs and resolving concerns. Build and maintain long-term, trust-...

As a candidate for the position, your responsibilities will include: - Achieving revenue growth & profitability to upscale the team - Ensuring training and development for team effectiveness - Managing day to day team administration effectively and operations for smooth functioning of the team - Ensuring customer management & engagement The qualifications required for this role are: - Age less than 33 years - Experience of 4-6 years from wealth sales experience background from Wealth Management companies, Banks, NBFCs & Broking companies in wealth management & financial planning - Notice Period maximum of 1-2 months - Local candidates from the same city are preferred Please note that benefit...

As a Wealth Management & Sales team member at Mint Capital, a proud partner of Angel One Ltd, you will have the opportunity to play a crucial role in providing financial solutions to clients to secure their financial future. Your responsibilities will include: - Gaining hands-on knowledge of various financial products such as mutual funds, insurance, demat accounts, trading platforms, and the stock market. - Demonstrating expertise in a wide range of financial products and services, including wealth management solutions, insurance products, and investment vehicles. - Working closely with experienced mentors to understand sales strategies and enhance customer engagement. - Making outbound cal...

As an Industry Strategist at Accenture, you will have the exciting opportunity to work on the CEO agenda of strategic clients globally. Joining the Strategy Consulting, Global Network (GN) practice as a Senior Manager, you will be based in Gurgaon, Mumbai, or Bangalore with at least 11 years of post-MBA experience. In this role, you will be responsible for: - Analyzing markets, consumers, and economies to identify trends and opportunities in the Capital Markets industry - Collaborating with clients to establish strategic goals and develop comprehensive plans for achieving them - Designing and executing strategies to address challenges in areas such as cost optimization, revenue growth, custo...

As a Financial Fitness Expert at Finnovate, you will be part of a holistic financial planning and wealth advisory platform dedicated to transforming the way Indians receive personal finance advice. Your role will involve guiding individuals in making informed financial decisions for their long-term financial well-being, representing Finnovate at various events to promote financial education, and providing expert insights on financial planning, investment strategies, and wealth management tailored to client needs. Key Responsibilities: - Guide individuals in making informed financial decisions for long-term financial well-being. - Represent Finnovate at conferences, meetings, and industry eve...

Role: Business Development Executive & Lead Profile: Business Development Responsibilities: 1. New Business Acquisition through Financial Planning a. Client Profiling b. Ensure goal based financial planning c. Undertaking client meetings and presentations to acquire new business d. Enhance and update knowledge about the industry 2. Relationship Management & Portfolio Management a. Maintain, develop and grow relationship with the clients b. Cross selling c. Tracking, analyzing and monitoring client portfolio d. Research & Analysis of various financial instruments 3. Client Servicing and Processing a. To understand, address and resolve client queries b. To undertake form/paper and processing f...

Job Summary We are seeking a skilled Test Lead with 7 to 10 years of experience to join our team. The ideal candidate will have expertise in SFDC Customization SFDC Integration nCino and Omnistudio. Experience in Asset & Wealth Management is a plus. This hybrid role requires collaboration with cross-functional teams to ensure quality and efficiency in testing processes. Responsibilities Lead the testing efforts for SFDC Customization and Integration projects ensuring high-quality deliverables. Oversee the development and execution of test plans and test cases for nCino and Omnistudio applications. Collaborate with cross-functional teams to identify and resolve defects in a timely manner. Pro...

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 Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song"” all powered by the world's largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in m...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 years Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song"” all powered by the world's largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients ...

EY Consulting is building a better working world by transforming businesses through the power of people, technology and innovation. Our client-centric approach focuses on driving long-term value for our clients by solving their most strategic problems. EY Consulting is made up of three sub-service lines Business Consulting (including Performance Improvement and Risk Consulting), Technology Consulting and People Advisory Services. We help our clients in identifying and managing the interplay between upside and downside risk in order to make the long-term decisions to prevent risk and impact on their organizations ability to meet its future business strategy and objectives. The 3 key fields of...