3643 Wealth Management Jobs - Page 18

About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities: Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.

Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls Resolve client queries for the managed book within the specified TAT Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ownership Ability to work under pressure

Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls Resolve client queries for the managed book within the specified TAT Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ownership Ability to work under pressure

Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.

Deputy Branch Manager Branch Banking Lead a team of Relationship Managers / Sr. Branch Relationship Managers. Ensuring the sales of CASA, TPP and other asset products through Relationship Managers / Sr. Branch Relationship Managers. Driving customer coverage and Ensuring customer engagement & Retention. Drive productivity through the team assigned Desired Candidate Profile High energy and drive with a Blend of Sales and Service. Ability to manage and motivate front office staff. Customer First attitude. Graduate6 8 years of experience. Post Graduate4 - 6 years of experience. Should be Persuasive with excellent interpersonal skills.

Developing and implementing strategies to acquire new private banking clients. Building and maintaining relationships with UHNI & HNI clients. Lead a team of RM and other private banking staff. Monitoring (KPIs) & reporting on business performance. Required Candidate profile Private Banking Wealth Banking UHNI & HNI Clients Sourcing PMS & AIF Management Team Leading

As an AI ML Senior Associate at JPMorgan Chase within the Asset & 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 Actively collaborate with Product, Technology, and other cross-functional teams to gain a deep understanding of complex business problems and formulate data-driven solutions to address these challenges in key areas of the payments domain. Design, develop, and deploy machine learning and AI solutions that meet success metrics aligned with business goals, while considering constraints such as model complexity, scalability, and latency. Partner with Risk and Compliance teams to ensure comprehensive model documentation, track performance metrics, and maintain adherence to regulatory compliance standards. Translate model outcomes into business impact metrics and communicate complex concepts to senior management and stakeholders. Required qualifications, capabilities, and skills Formal training or certification on quantitative discipline (eg, Computer Science, Data Science, Mathematics/Statistics, or Operations Research) concepts and 3+ years applied experience Experience with Shell Scripting, Jupyter notebook/Lab, SQL, PySpark, and AWS Cloud Services is required. Proficient in Python with hands-on experience in Machine learning and Deep learning frameworks (eg, TensorFlow, PyTorch) and libraries (eg, NumPy, Scikit-Learn, Pandas). Experience with Jupyter Notebook/Lab is essential. Extensive experience in Natural Language Processing (NLP) or Large Language Models (LLM),or Computer Vision and other machine learning techniques, including classification, regression algorithms. Solid Understanding of algorithms in machine learning, AI, and neural network, including Large Language Models (LLM) and Generative AI as we'll as familiarity with state-of-the-art practices and advancements in these domains. Proficient in both basic and advanced exploratory data analysis (EDA), with an understanding of the limitations and implications of different methodologies. Ability to set the analytical direction for projects, transforming vague business questions into structured analytical plans. You possess strong cognitive and communication skills, characterized by clear and articulate expression. You excel at identifying core issues, bringing order to chaos, synthesizing insights, and driving decisive outcomes. Preferred Qualifications, capabilities and skills Familiarity working with one or more LLM frameworks like langchain / llamaindex / langgraph / crewAI Familiarity with one or more python API frameworks like FastAPI/Flask/Django Familiarity with building Retrieval Augmented Generation (RAG) based applications.

Role & responsibilities Drive portfolio performance: achieve financial targets and deliver ROI exceeding benchmark indices. Advise Wealth Managers on the latest investment products and asset-class views. Propose new product ideas to the Investment Committee. Optimize and automate investment processes, with due focus on regulatory compliance. Build and maintain strong client relationships through transparent updates and quarterly reviews. Assess and manage risks in alignment with client goals, ensuring confidentiality and governance. Collaborate across teams to foster a culture of strategic innovation. Maintain compliance, acquire necessary certifications/licenses, and uphold best practices. Preferred candidate profile 7 - 11years in portfolio & wealth management within a financial services or private banking environment. Proven track record of outperforming benchmark returns while managing client risk. Excellent communicator, adept at presenting to both internal stakeholders and high-net-worth clients. Strategic thinker with a proactive mindset, strong commercial acumen, and attention to detail. Deep understanding of investment productsequities, bonds, mutual funds, PMS, alternative instruments. Hands-on experience with process automation, regulatory compliance, and cross-functional projects. Relevant professional credentials (CFA/CFP/NISM) and State/CSE/NISM insurance licenses.

Job Description: Banking RM Company - M1xchange URL- https://www.m1xchange.com/ Role Banking RM Experience 2+ years Job Responsibilities Managing & growing the existing banking/NBFC relationships on the M1xchange (International TReDS platform) & ensuring maximum limits set up for the corporate buyers in alignment with the monthly business throughput projections. Onboarding and activation of International Banks/NBFCs & ensuring timely portal demo/IT Integration for the newly onboarded Bank/NBFC before the activation. Monitoring the timely renewals & enhancements of corporate buyers limits with the respective Bank/NBFC basis the monthly business throughput projections. Senior level engagement with the Bank/NBFC to deepen the M1xchange relationship with the respective Bank/NBFC. Managing the P&L for his/her respective portfolio he/she should ensure profitability parameters and charges are optimized for each financier relationship in particular and the portfolio overall. The person would be responsible for the increase in throughput, outstanding, revenues, yields & other business performance metrics for the assigned geography for all products covered under the Mynd IFSC umbrella. Achieve targets in line with the target established for the area in terms of revenues & volumes. Plan, Forecast, measure, and report business volumes on a daily, weekly, or monthly basis as required. Functional Competencies The person should be team player and should be able to work with and manage direct, support and cross-functional teams and other relevant stakeholders to grow business. Ability to drive relationship at Senior levels and decision makers in the MNC Banks & NBFCs. Should be able to partner the stakeholders in the FIs to work out solutions for them from our product suite. The person should be able to plan, forecast, measure, and report business volumes on a daily, weekly, or monthly basis as required. Strong partner relationship management and solution development skills Have deep knowledge and expertise of the FIs in the geography to drive partner connection in the defined territory to ensure maximum FI impact on customer acquisition, renewals and consumption. Should be Thought Leader, Target Oriented, Assertive, Focused, and Honest & Hard-working. Profile and Qualifications Minimum 3 years of experience in Banking/NBFC/Fintech domain and ready to take on challenges for a speedy career growth. Experience should include Financial Institutions/Core Sales, Market Expansion/Penetration, Business Development in Financial Services domain. Candidates with a professional degree in Finance will be preferred (MBA, CA etc.) Candidates based locally and operating in the required catchment area will be preferred.

We're Hiring: Technical Analyst Information Technology (Wealth Banking) Location: Navi Mumbai Department: Information Technology Experience: 8–9 years | Employment Type: Full-time About the Role: We are seeking a Technical Analyst (TA) to join our Information Technology team, supporting key banking technology initiatives with a focus on Wealth Banking applications . As a Technical Analyst, you will bridge the gap between business stakeholders and technical teams, ensuring that IT solutions align with business goals. You will manage vendor applications, lead SDLC processes, and support seamless deployment of enhancements across critical systems. The ideal candidate will have strong experience in digital banking, a deep understanding of system analysis, and a passion for optimizing banking technology platforms. Key Responsibilities: Collaborate with business stakeholders to understand functional requirements and translate them into robust technical solutions Manage vendor applications from development to production, ensuring timely delivery aligned with business needs Perform backend, sanity, and regression testing to ensure application performance and system stability Coordinate with cross-functional internal and external teams to resolve system dependencies and troubleshoot technical issues Ensure successful UAT execution, sign-off, and smooth go-live transitions Analyze application data for performance trends and ensure high data integrity Provide L3 production support and conduct root cause analysis for recurring issues Maintain comprehensive documentation for systems, processes, and configuration changes Ensure adherence to IT governance standards and provide timely project status updates Drive process improvement and automation initiatives to enhance platform efficiency Ensure end-to-end compliance with SDLC methodologies and release timelines Desired Skills & Experience: Bachelor’s degree in Computer Science, Information Technology, or a related field 8–9 years of IT experience, including 4–5 years in banking technology and system analysis Proven experience in Wealth Banking applications and vendor system management Hands-on expertise in Oracle SQL , JIRA , and testing tools Strong knowledge of SDLC processes , backend systems, and API integrations Experience in managing UAT cycles and performing various forms of testing (sanity, regression, backend) Excellent problem-solving and stakeholder coordination skills

Job Title: Wealth Manager HNI Acquisition Experience: 2-6 Years Job Location: Chennai CTC: 4 - 8 Lac ( Salary + Variables + Perks) Job Type: Full Time Industry: Financial Services, Capital Markets, and Banking Employment Type: Full-time Job Function: Business Development. Location: Pune, Mumbai, Hyderabad, Bangalore, Ahmedabad, Delhi, Kolkata, Nagpur, Kolhapur, Nashik, Aurangabad. Key Responsibilities & Accountabilities PMS exp. is must. Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required Required Education Graduate / Post graduate 2yrs- 5 years of Sales experience in direct selling of financial products like Skill Set & Knowledge Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Candidates having AUM (Asset under Management) size of 20cr & above, minimum ticket size 50 lacs and connect among HNIs/UHNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skills. Thanks & Regards Vaishnavi 7738067504

Key Responsibilities : Client Acquisition : Identify, approach, and acquire HNI, UHNI, and affluent individuals for mutual fund investments. Build strategic partnerships with IFA channels, chartered accountants, and wealth advisors. Portfolio Management : Understand client risk profiles, investment objectives, and offer customized mutual fund solutions. Conduct periodic reviews and suggest portfolio rebalancing as needed. Relationship Management : Maintain strong, long-term client relationships through regular follow-ups and engagement. Act as a trusted advisor and ensure superior client experience at all touchpoints. Product Knowledge and Advisory : Stay updated on market trends, new mutual fund schemes, and regulatory changes. Educate clients on investment opportunities and risks. Reporting & Compliance : Ensure complete documentation and adherence to all regulatory and internal compliance policies. Provide timely MIS and reports to the management.

RM's required, with a min. of 50-100 Cr. book (AUA- Assets Under Advisement) Communication should be good Managing portfolios Negotiate

Drive mutual fund business sales, lead HNW client acquisition, boost AUM & revenue, manage top-performing RMs, cross-sell financial products, and ensure SEBI/IRDAI/AMFI compliance with strong ethical governance Required Candidate profile 7+ yrs in mutual fund/wealth mgmt, proven HNW client handling & AUM growth, strong leadership, market expertise, client acquisition, and excellent communication with a client-centric approach Perks and benefits • EPF, Travel reimbursement, mediclaim

Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing.

Job Summary The key responsibilities are to build and manage strategic partnerships with VCs, accelerators, and incubators, Support startups through webinars, workshops, and 1-on-1 consultations, Oversee the Startup Ambassador Program and drive its growth, Stay updated on industry trends and identify new opportunities. Job Description Responsibilities and Accountabilities: Explore new partnership opportunities with VCs, Accelerators, and Incubators across India and onboard them as startup program partners. Manage existing relationships startup partners across India to help them enable their portfolio companies to grow better via webinars, knowledge sessions, virtual 1- on-1 calls, etc. Manage the to be launched Vakilsearch Startup ambassador program and help onboard new startup ambassadors to the program. Participate in Startup Events and build relationships with startup ecosystem stakeholders. Build engagement programs with partners to drive a stronger adoption of Vakilsearch/ Zolvit services. Educate startups about Vakilsearch / Zolvit offerings and capabilities. Work on market intelligence, partnership development, and startup development. Implementation of Financial Processes and guiding on process improvements. Designing impactful pitch decks that captivate audiences. Tools & Resources required: Desktop Mobile Job Specifications Qualification(s): Bachelor's or Master's degree in Finance, MBA in Finance, or equivalent professional qualification. Experience Nature of Experience: Proven experience in strategic planning, financial modeling, risk analysis, financial planning, management, data tracking, and lean management. Skill Set & Personality Traits required: Entrepreneurial mindset, to understand and relate to challenges faced by startups and ability to strategize and build solutions through a startup program. Minimum 2 years of experience working with or for startups. Ability to understand startup business models. Demonstrated consistency in performance over a sustained period of time. Understanding of the startup ecosystem value chain in terms of accelerators, incubators, and venture capital industries. Age Group: 24 30 years. Additional information: Multilingual and client-facing skills are a plus.,

We are hiring Branch Manager 's for Kotak Bank in Agra. CTC- 10 to 20 lacs (30 to 35% hike on current CTC) Grade - AVP Location- Agra. No. of Positions - 10 Preference will be given to existing branch manager or Relationship head/ Relationship Banking head currently working in bank with good ratings. Who all can apply: Existing BM and RM handling portfolio over 50 Cr + (No BSM/ Operation Head Required for this position). Interested Candidates can share CV at priyadarshini.pradhan@kotak.com or can come directly at below mentioned interview address :- (Only existing Branch Head and RM Head's) Date and Day - 19th July 2025, Saturday Interview Venue - Kotak Mahindra Bank, Ground floor, Plot No -16, Sikandra-Bodla Rd, Pushpanjali Vihar Colony, sector 9, Sulabh Puram colony, Sikandra, Agra, Uttar Pradesh 282007 Interview Time - 11:00 AM to 02:00 PM Contact Person - Kunwar Ashish (Area Manager) and Aatish Verma (HR) Key Deliverables: Achieving Business Objectives for the Branch in terms of Value, Productivity, & Volume Metrics. Revenue Generation through Sales of CASA, Assets, TPP of MF / LI / GT etc. through varied Bank Channels. Mentor Sales & Operations Teams. Responsible for YoY Deliverables & Growth of Fee & Non-Fee Income based Products. Enhancements of Standards of Service Delivery / Customer Service. Manage Complete Branch Administration & Regulatory Compliance. Enhance Overall Product Sales by ways of Basket Growth. Ensuring Quality Parameters across Service Span and Other Deliverables. Manage Overall Productivity & Moral of Branch Personnel. #branchmanager #bank #relationshiphead #icicibank #hdfcbank #ausmallfinancebank #yesbank #BranchHead #BM #RBH

Execute cluster business plans for the Wealth Management segment to drive sales in the Mumbai. Responsible for acquiring NTF clients revenue generation and maintenance of relationship with UHNI & corporate clients and offer wealth advisory service

We're Hiring: Private Wealth Professionals | Portfolio Manager / AVP / DVP Locations: Mumbai | Ahmedabad | Pune | Bangalore | Chennai | Hyderabad | Kolkata | Chandigarh. Work Mode: In-Office CTC: Best in industry Experience: 8 to 25 Years in Wealth Management Note: Own Book Size is essential Build Your Future with a Premier Wealth Management Platform We are looking for accomplished Private Wealth Professionals with a strong revenue track record, solid client relationships, and the ability to build AUA and drive customer acquisition across key metro cities. Open Roles: Portfolio Manager AVP Private Wealth DVP Private Wealth What We’re Looking For: Proven experience in Direct Sales in Private Wealth / Financial Planning / Portfolio Advisory Demonstrated success in: • Revenue Generation • Building Assets Under Advisory (AUA) • Customer Acquisition & Relationship Expansion Strong command over MFs, PMS, AIFs, Bonds & Structured Products Active client base with ability to port & grow your book Deep understanding of asset allocation, compliance, and advisory standards Key Responsibilities: Deliver customized Financial Planning & Investment Advisory Generate sustainable revenue across all financial products Expand and manage a growing book of HNI/UHNI clients Focus on long-term AUA growth and annuity revenues Maintain full compliance with internal and regulatory standards Drive superior client satisfaction and engagement Why Join Us? Premier Wealth Brand Multiple Locations Across India Industry-Leading Compensation based on last CTC & experience Freedom to Grow Your Book with Full Support Infrastructure High-Performance, Client-Centric Culture Lead with trust. Deliver value. Build lasting wealth — for your clients and your career.

Job Description: As a Partner-First Private at IDFC FIRST Bank, you will play a crucial role in managing and expanding the private banking business in Chandigarh. Your primary responsibility will be to collaborate with the Wealth Management team to deliver tailored financial solutions to high net worth individuals and families. By acquiring new clients and nurturing existing relationships, you will contribute to the growth of the bank's private banking segment while ensuring adherence to regulatory and internal guidelines. Your tasks will include developing and executing a strategic plan to attract new private banking clients, fostering strong connections with current clients to enhance their financial portfolio, conducting regular portfolio reviews, and offering personalized financial strategies to address individual client requirements. Additionally, you will work closely with the Wealth Management team to identify cross-selling opportunities, stay informed about market trends, and provide clients with informed guidance. To excel in this role, you must possess a Bachelor's degree in Finance, Business Administration, or a related field, along with a minimum of 5 years of experience in private banking or wealth management. A successful track record in acquiring and managing high net worth clients, comprehensive knowledge of financial products and services, exceptional communication skills, and adept sales and negotiation capabilities are essential. Proficiency in MS Office and CRM software, as well as relevant certifications like CFP or CFA, will be advantageous. If you are a proactive and goal-oriented individual who thrives on delivering outstanding customer service, we encourage you to apply and become a part of IDFC FIRST Bank's mission to be the preferred financial partner for all our customers.,

You will be responsible for providing digital estate planning services to clients, helping them identify, organize, manage, and plan their assets and identities in the online world for orderly and safe inheritance and disposal. Your role will involve collaborating with legal, technical, product, and customer service teams to promote the implementation of digital estate planning. Your main responsibilities will include communicating with customers to understand their digital asset needs, assisting them in organizing and classifying their online assets, designing digital wills and access rights, ensuring legal and compliant digital estate plans, and maintaining customer digital estate archives. Additionally, you will participate in the formulation of company standards related to digital estate services and provide external education and consulting services to enhance public awareness. To qualify for this role, you should have a Bachelor's degree or above in relevant fields such as law, information management, data security, psychology, or sociology. You should have more than 3 years of experience in wealth management, legal planning, estate management, data governance, or customer consulting services. It is essential to have a good understanding of digital assets, major platform policies, digital literacy, privacy regulations, and data security laws. Strong communication, empathy, project coordination, responsibility, and confidentiality skills are required. Proficiency in digital tools like Office suites and document management systems is essential. Candidates with experience as a lawyer, will planner, trust consultant, or data governance consultant are preferred. Familiarity with blockchain technology, digital identity management, and Web3 ecology is a plus. Experience in psychological counseling, living will services, or cross-platform digital estate planning projects for multinational clients is advantageous. Proficiency in multiple languages for overseas client support is desirable.,

As a Strategic Wealth Advisor at Oceano Apex Pvt. Ltd., you will play a pivotal role in enhancing our online presence, engaging with our audience, and driving brand growth through strategic initiatives. Our company is a leading Wealth Management firm based in Gurgaon, dedicated to providing innovative financial solutions. Your key responsibilities will include identifying and prospecting HNI clients, corporates, or institutional investors within the finance, fintech, and wealth management industries. You should have hands-on experience in face-to-face interactions with investors and managing end-to-end client relationships effectively. In this role, you will be expected to schedule and coordinate meetings, pitches, and networking events while also preparing marketing collaterals such as decks, case studies, and proposals. Additionally, experience in team handling and tracking industry trends, regulatory changes, and competitor strategies will be valuable assets to succeed in this position. Your daily tasks will involve handling initial client queries, providing pre-meeting briefs to strategists, ensuring timely follow-ups, and documenting post-meeting discussions meticulously. This position requires you to work full-time during day shifts from Monday to Friday, with the opportunity for a performance bonus. If you are passionate about wealth management, possess strong interpersonal skills, and thrive in a dynamic work environment, we encourage you to connect with us at Oceano Apex Pvt. Ltd. to explore this exciting opportunity further.,

As an Audit Manager at HSAG, you will be responsible for independently conducting Statutory Audits and Tax Audits of Private Limited Companies across various sectors such as Manufacturing, Trading, and Services. Your role will involve maintaining accounting records, preparing financial statements up to finalization, and overseeing financial planning, budgeting, and forecasting activities. Additionally, you will be expected to manage funds, assess risks, and monitor cash flows and financial reports. You will play a key role in presenting audit reports to management, highlighting key recommendations for improvement. Working with Equity & Debt Market, Derivatives, Portfolio Management, and Wealth Management will be part of your responsibilities. Identifying accounting and auditing issues, ensuring statutory compliances, and suggesting improvements to control systems and procedures are essential aspects of this role. In this position, you will handle Internal and Statutory audits, assist with tax assessments, and support senior colleagues in reviewing financial statements and preparing audit reports. Strong knowledge of auditing and accounting standards, as well as the ability to prioritize work on multiple assignments, manage ambiguity, and meet deadlines, are crucial for success in this role. Candidates for this role should possess technical expertise in Audit and Assurance, be well-versed in Accounting Standards, Auditing Standards, and provisions of relevant Acts such as the Companies Act 2020 and CARO. Knowledge of IndAS will be considered an added advantage. Effective communication, presentation, and coaching skills, along with the ability to work well under pressure and collaborate with team members, are key attributes we are looking for in potential candidates. If you are enthusiastic, detail-oriented, and have a strong background in auditing and financial management, we encourage you to share your updated profile with us at shraddha.gonga@hsag.in. We look forward to potentially welcoming you to our team in Churchgate, Mumbai.,

As a Wealth Manager at Merits Capital Private Limited, you will be responsible for understanding clients" financial goals, risk tolerance, and investment preferences through detailed consultations. Your role will involve developing personalized financial planning strategies to help clients achieve both short-term and long-term financial objectives. Building and nurturing strong, long-term relationships with clients will be a key aspect of your responsibilities. You will also be expected to educate clients on Merits Capital's financial products, investment options, and planning tools that are best suited to their individual needs. Leveraging the existing client base to generate new opportunities and expand business relationships will be crucial for driving business growth. Managing client portfolios by making informed investment decisions aligned with their financial plans, conducting thorough market research and analysis to identify growth opportunities and potential threats, and providing ongoing financial guidance while adjusting plans as clients" life circumstances or market conditions change will also be part of your role. To be successful in this role, you should have a minimum of 2 years of experience in wealth management or a related field. MBA graduates are preferred, and relevant certifications such as Certified Financial Planner (CFP) or appropriate regulatory licenses (e.g., SEC) are a plus. A proven track record of exceeding sales targets, strong existing client base with established relationships in relevant industries, excellent communication, negotiation, and interpersonal skills, as well as proficiency in CRM software and MS Office Suite are required. We offer a competitive salary with an attractive commission structure, opportunities for career advancement and professional growth, and a collaborative and dynamic work environment. If you are passionate about sales, client relationships, and career growth, we invite you to join our team at Merits Capital Private Limited. Merits Capital is an equal opportunity employer that values talent and hard work. If you believe you have what it takes to excel in this role, please submit your resume and cover letter for consideration. Company Website: www.merits.in,