7634 Wealth Management Jobs - Page 18

As a Private Banker/Partner at IDFC FIRST Bank in the North & East region, you will play a crucial role in managing and growing a portfolio of high net worth clients. Your responsibilities will include: - Developing and maintaining relationships with high net worth clients in the North & East region - Understanding clients" financial goals and providing customized banking and wealth management solutions - Cross-selling various banking products and services, such as loans, investments, and insurance - Acting as a trusted advisor to clients, offering regular updates on market trends and investment opportunities - Collaborating with internal teams to ensure seamless delivery of services - Meeti...

As a Private Banker/ Partner at IDFC FIRST Bank, you will be joining the First Private team in the West region. Your role will involve managing a portfolio of high net worth clients and providing personalized banking and investment solutions to meet their financial goals. **Key Responsibilities:** - Develop and maintain relationships with high net worth individuals in the West region - Understand clients" financial goals and provide them with customized banking and investment solutions - Act as a trusted advisor to clients, offering expert guidance on wealth management and financial planning - Cross-sell various banking and investment products and services to clients - Collaborate with other...

You’ll be responsible for driving AIF & PMS business through Banks , National distributors, IFAs& direct sales efforts.

Responsible for acquiring and managing client portfolios, offering personalized investment advice to grow AUM and to maintain strong client relationships while coordinating with internal teams to deliver suitable financial solutions.

Role & responsibilities Engage with NJ Wealth clients and their families to understand their legacy aspirations, business continuity goals, and succession preferences. Develop customized estate and succession strategies, incorporating wills, trusts, family governance, nominations, and other planning tools. Partner with internal NJ Wealth teams, legal experts, and tax advisors to offer end-to-end estate planning solutions. Educate clients about the importance of wealth succession, inheritance laws, and tools to ensure smooth generational transition. Facilitate workshops and awareness sessions for clients and NJ Wealth Partners on estate planning fundamentals. Keep updated on evolving laws, ta...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Associate Qualifications: BBA/BCom/BMS Years of Experience: 1 to 3 years About Accenture 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 worlds 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 c...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Delivery Lead Senior Manager Qualifications: BE/BBA/Master of Business Administration Years of Experience: 16 to 25 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 servi...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Associate Qualifications: BBA/BCom/BMS 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 proces...

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Kolkata Note: Candidates having 8+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia 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 profitability of the relationshi...

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Data Visualization Good to have skills : Microsoft SQL Server, SAS BI, Microsoft Power Business Intelligence (BI)Minimum 3 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Senior Analyst, Data Engineering, you will be part of the Data and Analytics team, responsible for developing and delivering high-quality data assets and managing data domains for Personal Banking customers and colleagues. You will bring expertise in data handling, curation, and conformity, a...

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Data Analytics Good to have skills : Microsoft SQL Server, Python (Programming Language), AWS RedshiftMinimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Senior Analyst, Data Engineering, you will be part of the Data and Analytics team, responsible for developing and delivering high-quality data assets and managing data domains for Personal Banking customers and colleagues. You will bring expertise in data handling, curation, and conformity, and support ...

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Data Analytics Good to have skills : Microsoft SQL Server, Python (Programming Language), AWS RedshiftMinimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary The purpose of the Data Engineering function within the Data and Analytics team is to develop and deliver great data assets and data domain management for our Personal Banking customers and colleagues seamlessly and reliably every time.As a Senior Data Engineer, you will bring expertise on data handling, cura...

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Data Engineering Good to have skills : Microsoft SQL Server, Python (Programming Language), Snowflake Data WarehouseMinimum 3 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Senior Analyst, Data Engineering, you will be part of the Data and Analytics team, responsible for developing and delivering high-quality data assets and managing data domains for Personal Banking customers and colleagues. You will bring expertise in data handling, curation, and conformity...

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Data Visualization Good to have skills : Microsoft SQL Server, SAS BI, Microsoft Power Business Intelligence (BI)Minimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Senior Analyst, Data Engineering, you will be part of the Data and Analytics team, responsible for developing and delivering high-quality data assets and managing data domains for Personal Banking customers and colleagues. You will bring expertise in data handling, curation, and conformity,...

Project Role : Capital Markets Services Representative Project Role Description : Review asset portfolios and recommend wealth management and investment solutions to improve profitability metrics and asset utilization. Develop and implement asset management strategies, incorporating financial policy and business objectives. Must have skills : SAP FI CO Finance Good to have skills : SAP FI S/4HANA AccountingMinimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time educationSAP S/4HANA FICO ConsultantRole OverviewWe are seeking a skilled SAP S/4HANA FICO Consultant to support financial processes, optimize system configurations, and ensure seamless integration...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Associate Qualifications: BBA/BCom/BMS Years of Experience: 1 to 3 years About Accenture 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 worlds 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 c...

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Data Engineering Good to have skills : Microsoft SQL Server, Python (Programming Language), Snowflake Data WarehouseMinimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Senior Analyst, Data Engineering, you will be part of the Data and Analytics team, responsible for developing and delivering high-quality data assets and managing data domains for Personal Banking customers and colleagues. You will bring expertise in data handling, curation, and conformity...

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Data Engineering Good to have skills : Microsoft SQL Server, Python (Programming Language), Snowflake Data WarehouseMinimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Senior Analyst, Data Engineering, you will be part of the Data and Analytics team, responsible for developing and delivering high-quality data assets and managing data domains for Personal Banking customers and colleagues. You will bring expertise in data handling, curation, and conformi...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Associate Qualifications: BBA/BCom/BMS Years of Experience: 1 to 3 years About Accenture 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 worlds 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 c...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Associate Qualifications: BBA/BCom/BMS Years of Experience: 1 to 3 years About Accenture 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 worlds 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 c...

About The Role Project Role : Business Analyst Project Role Description : Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information. Must have skills : Business Requirements Analysis Good to have skills : AWS ArchitectureMinimum 12 year(s) of experience is required Educational Qualification : 15 years full time educationMust Have Skills: (POD 3 and other BAs)7+ years experience in Capital Markets domain (Asset & Wealth management:front office processes, including research, ...

About The Role 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 teams 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 offering of various...

About The Role Achieve assigned collection target through CREs assigned to them Leading from front by setting the right precedent to the team Motivate and drive team to achieve results month on month Meet monthly collection target Drive the team on process and collection target Allocation Management Maintain constant connection with customers through regular outreach (Calls & Field Visits) Review the collection agencies and the dealer portfolio on regular basis Ensure all collection documents are submitted correctly and on time To ensure strict adherence to the collection policies and procedures

Role & responsibilities Candidate will be Responsible for Direct Sales of Demat account and Retail accounts acquisition for equity and currency. Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF Responsible for generating revenue from Third party product like Insurance, Bonds, FDs Develop and maintain a Long-term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business. Will need to be constantly updated with the market knowledge Ensure all the activities are in adherence as per compliance. Preferred candidate profile 1-6 Years (Lead generation role) Pre. Industry - Wealth Management Companies

Identify, and meet the potential leads who want to be an entrepreneur and explain to them about the business opportunities and convince them to start the Financial Products Distribution business and become a Financial Products Distributor / Partner. Providing financial products training to Distributors for Business Development. Plan activities and strategies for business development for distributors Educate the partners about product portfolio, and service offers and also evaluate them on sales performance, recommend improvements, Develop positive working relationships with partners to build business. Desired Candidate Profile: Entrepreneurial spirit - continual self-improvement Relationship...