7634 Wealth Management Jobs - Page 17

We are currently looking for dynamic professionals for the following roles: 1) PB Classic (3+ Years Exp) 2) Branch Manager (13+ Years Exp) 3) Preferred Relationship Manager (8+ Years Exp) 4) Imperia Relationship Manager (10+ Years Exp) 5) Branch Sales Manager (6+ Years Exp) 6) PB-Teller Authorisers (6+ Years Exp) 7) 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 custome...

Building new relationships, increasing depth in existing & new relationships Acquire & manage HNI/UHNI clients through tailored investment strategies Drive revenue generation across MF, PMS, AIF, and other asset classes info.aspiringmantra@gmail.com Required Candidate profile 4 yrs +exp with Good knowledge of equity markets, trading platforms & financial instruments. Business updates, new clients, brokerages & revenues Good communication and interpersonal skills.

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Open Demat Accounts & suggest investment's Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Open Demat Accounts & suggest investment's Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Client Relations Pre-IPO & Wealth Management Mumbai Company: Leading Asset management company in India. Job Description: Understanding Financial Markets: Develop expertise in Pre-IPO, unlisted shares, and wealth management services. Client Advisory: Guide HNIs and Ultra-HNIs in making informed, strategic investment decisions aligned with their financial objectives. Business Development: Identify and acquire potential clients, pitch investment opportunities, and expand the client base. Portfolio Management: Assist in structuring, diversifying, and optimizing client portfolios with a focus on risk management and long-term wealth creation. Investment Research: Monitor market trends, explore new...

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...

Achieve personal and business unit goals by implementing a variety of - Relationship deepening technique and new business acquisition activities - Acquiring and managing Resident and NRI clients - Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions Role: Relationship Manager Industry Type: Banking Department: BFSI,Investments & Trading Employment Type: Full Time, Permanent Role Category: Banking Operations

To generate revenue, from sourcing NR new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners Role & responsibilities Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through cross sell of wealth products like Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Insignia Clients. Acquiring and managing, individual (NRI) clients. Increase product penetration and exit barriers, by cross- selling more number of products per client. Performing Portfolio allocations, reviews & financial ...

Achieve personal and business unit goals by implementing a variety of - Relationship deepening technique and new business acquisition activities - Acquiring and managing Resident and NRI clients - Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions Role: Relationship Manager Industry Type: Banking Department: BFSI,Investments & Trading Employment Type: Full Time, Permanent Role Category: Banking Operations

Channel Sales Manager (Channels to handle: IFAs, MFD and Wealth Management for investment product) About Company: IBL Finance Limited (IBLFL), established in 2017, is a fintech-driven Non-Banking Financial Company (NBFC) registered with the Reserve Bank of India (RBI) and listed on the NSE Emerge platform. Headquartered in Surat, Gujarat, IBL leverages advanced Artificial Intelligence (AI) and Data Analytics to offer seamless, fast, and user-friendly loan services. The company caters to a broad spectrum of customers, including individuals, businesses and other NBFCs, with a diversified portfolio of financial products. Backed by a team of experienced professionals, IBL Finance Limited continu...

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Open Demat Accounts & suggest investment's Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship Interview Locat...

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Job Title: CRM (Current Account RM) Overall Goal: Current Account RM will be responsible for Acquisition of new Business Entity customers and creating CA Book Management of Acquired Current Account customers Enhancement of the relationship by cross-selling products and services as per the profile && need of the these current account customers Deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers Relationship Manager CASA Acquisition of High-End Current Accounts through open market along with cross selling of other products of the Bank. 1 New to bank acquisition of high end cur...

Role Overview: Otis India is seeking a Labor and Employee Relations Manager responsible for developing, implementing, and administering Labor and Employee Relations initiatives and strategies across India. This position will report to the VP, Labor & Employee Relations. This role requires strong problem solving and dispute resolution skills. All duties must be performed with the highest degree of confidentiality and in compliance with union settlement agreements, Company policies, and the law. On a typical day you will: Negotiate and execute timely union contract settlements fully aligned with the Companys business needs and employee aspirations Develop budget recommendations and prepare bud...

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 2 - 5 years of relevant experience. An educational background in Finance/Investment will be an advantage. Compensation & Benefits: Fixed: Depends on experience, qualifications. Variable: Annual Per...

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - CMH Road Indiranagar, 100 Feet Road Indiranagar & Thippasandra 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 s...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - BEML Gate Circle Note: Candidates having 5+ 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 a...

Greeting from HDFC Bank!! We have urgent opportunity of RBB-Infiniti Relationship Manager base across Bangalore Job Locations: Bangalore - Indiranagar Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - RBB-Infiniti Relationship Manager Job Title RBB-Infiniti 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 Ultra-HNI customers into the Infiniti programme and offering them a superior customer experience to enhance the profitability of th...

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Bangalore - Maruthi Seva Nagar Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name PA (Business Unit) - Personal Banker Sales -RBB Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liabil...

Dynamic HNI/UHNI hunter delivering precision investment strategies across asset classes, mastering market intel, driving brokerage growth, executing flawless trades, and sustaining elite client relationships with uncompromising excellence.

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore. Job Locations: Bangalore - Indiaranagar (CMH Road ,100 Feet Road ,14th Main Road), KV Jairam Road, Kagadaspura and CV Raman Nagar Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Personal Banker Classic Job Title : Personal Banker Business Unit (PA) : RBB Team : ) Retail Branch Banking Reports to (job) : Branch Head Job Fn : Sales Role Type: Individual Contributor Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling pro...

Roles and Responsibilities Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet. Ensuring compliance with branch SOP and control in sales and service. Deepen the relationship by cross selling Banks Products. Secondary Responsibilities: Maintain excelle...

5-8 Years of experience in Software Testing & Quality Assurance. 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. Excellent written, oral communication skills. Ability to communicate conceptual ideas clearly and e...

As a Relationship Manager-First Wealth at IDFC FIRST Bank in Haryana, your role will involve managing and expanding the first wealth portfolio in the region. You will be responsible for developing strong relationships with existing and potential clients, understanding their financial needs, and offering suitable banking products and services. Your key responsibilities will include: - Developing and maintaining strong relationships with first wealth clients in Haryana - Understanding clients" financial needs and providing suitable solutions - Achieving sales targets by cross-selling and up-selling banking products - Acting as a single point of contact for all clients and providing excellent c...

As a Products & Research professional, you will play a crucial role in Wealth Management/Asset Management/Research Macro Analysis domain. Your responsibilities will include: - Institutionalizing the Advisory framework by identifying global macro trends and their impact on financial markets and client portfolios. - Assimilating and disseminating house views on economy, markets, and investment products to the team, working closely with the investment committee. - Conducting in-depth diligence across the entire spectrum of investment products. - Participating in portfolio reviews and client engagements with the advisory teams to communicate investment positioning and group views. - Preparing Pi...