10282 Wealth Management Jobs - Page 19

As a Software Engineer III at JPMorgan Chase within Asset and Wealth Management, you will be a key member of an agile team, tasked with designing and delivering cutting-edge technology products that are secure, stable, and scalable. Your role involves implementing essential technology solutions across diverse technical domains, supporting various business functions to achieve the firms strategic goals. Job responsibilities Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems Creates secure and high-quality production code and maintains algorithms that...

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 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...

RB - Affluent Business: Insurance Specialist INTERNAL USAGE: No of Vacancies: 1 Reports to: Regional Insurance Specialist Is a Team leaderNo Team Size: 1 Grade: AVP / VP Business: Affluent Banking Department: Burgundy Private Sub-Department: Location: About Affluent Banking Affluent Banking 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 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 cu...

Its a leading real estate and asset management company, committed to delivering exceptional services to our clients. We are currently seeking a Transactions Relationship Manager to join our team. This position will play a critical role in supporting the Transaction team. Responsibilities: Manage Real Estate Portfolio of Individuals and give solutions for liquidating their assets Client relation management and build the portfolio Build and manage builder network and manage the relationship Give solution for client requirement and develop client portfolio Drive the revenue stream for the growth of the organization Part of achieving organizational level goal Drive to achieve organizations Visio...

Role Description As a Senior Principle Engineer - Java Backend (Java BE) at Incedo, you will be responsible for developing and maintaining backend applications using Java technologies. You will be expected to have a strong understanding of Java and its related frameworks, including Spring, Hibernate, and RESTful APIs. You should also have experience in developing and maintaining databases using SQL and NoSQL technologies. Roles & Responsibilities: Writing high quality code, participating in code reviews, designing systems of varying complexity and scope, and creating high quality documents substantiating the architecture Engaging with clients, understanding their technical requirements, plan...

Project Role Description: A minimum of 12+ years experience as a Temenos Triple A Plus (TAP) Functional Business Analyst with expertise on Order & Trade Life cycle Management Portfolio & Performance Analysis Strategy & Constraints Screens and Statements & Reports. Good working knowledge of International Private Banking; Experience in at least two end to end Private Banking implementations covering TTI T24 TDS and TDH with focus on the following areas o Private Banking - Securities Derivatives Structured Products o Banking Products (Payments Deposits & Loans FX) Certification in Business Analysis CBAP/ Agile methodology. Must have worked on global enterprise scale application developments and...

Role & responsibilities Responsible for research and due diligence on Mutual Funds, PMS, and AIFs. Analyze fund strategies, performance, and portfolio suitability. Develop product materials and collaborate with fund partners. Deliver market insights, client communications, and portfolio reviews. Ensure compliance with SEBI/AMFI guidelines and support digital reporting, training, and internal updates. Preferred candidate profile Graduate/Postgraduate in Finance, Economics, or related field; CFA/CA/MBA preferred. 410 years of experience in investment research, product strategy, or portfolio advisory. Strong understanding of mutual funds, PMS, AIFs, and macroeconomic indicators. Excellent commu...

1.Knowledge about Capital Market & Stock Market 2.Learning about Equity, Capital Markets & Research related 3. Work closely with Internal Departments 4. Assess the performance of Stocks & Investments Interested shall send CV by whatsapp:93110 85557

Designation : Relationship Manager Customer Engagement Responsibilities:- To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference ...

About Us GrowMo360 is a SEBI Registered Alternative Investment Fund (AIF) and an Investment Banking Firm. The objective of GrowMo360 is to address the unique challenges and opportunities within the Indian economic landscape. As an Alternative Investment Fund (AIF), we provide vital capital to Indian Businesses, helping them scale and realize their full potential. Position: Director of Business Development & Investor Relations We are seeking an ambitious and high-energy female leader from the banking, wealth management, or investment industry. The ideal candidate will have strong client relationship skills, proven marketing and networking abilities, and the drive to identify and secure invest...

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 ...

Responsibilities: * Manage HNI client portfolios through NISM compliance & PMS expertise. * Provide investment advice, financial planning & relationship management. * Acquire new HNIs, expand existing relationships. Mobile bill reimbursements Retention bonus Sales incentives Travel allowance Health insurance Annual bonus

Role & responsibilities The Business Development Manager (BDM) will be responsible for driving business growth, identifying new market opportunities, developing and executing strategies for acquiring new customers, and building strong, long-term client relationships. This role requires a proactive, results-driven individual with excellent communication and negotiation skills. Role : BDM Business Development manager Department : Sales Industry : Manufacturing (Elevators) Shift : 9am to 7pm ( Mon to Sat) What We're Offering: Excellent salary + incentives, Training and full support by giving you the knowledge and confidence needed for greatness, Amazing growth prospects and upward mobility, bui...

Role & responsibilities New product development- new fund ideation and research and development for launching new products including New Asset Class/Alternate Funds, International and Gift City funds and domestic mutual fund products. Work on asset allocation models to provide bundled solutions through fund of fund structure products. Analyze the existing products and its related features to enhance the appeal of the product. Provide product/marketing related literature and work with Investment Team to prepare Market Outlook Reports and communication of portfolio strategy. Peer Group Analysis with competitor funds. Prepare due diligence reports for global fund mandates and for various distri...

Duties and Responsibilities Meeting & exceeding business goals/targets in different products ie. Loans & Insurance bundled/Non Bundled through Lead fulfillment & Field Activity on existing Data Base Manage Key Responsibilities: Manage and drive personal loan (PL) business for the prime customer segment in the assigned territory (T1). Achieve sales and disbursement targets through effective channel and team management. Conduct credit assessments in line with company policy and ensure timely decision-making. Coordinate with sales, credit, risk, and operations teams to ensure smooth customer onboarding. Monitor and control delinquency levels and maintain a high-quality portfolio. Support the im...

Duties and Responsibilities Meeting & exceeding business goals/targets in different products ie. Loans & Insurance bundled/Non Bundled through Lead fulfillment & Field Activity on existing Data Base Manage Key Responsibilities: Manage and drive personal loan (PL) business for the prime customer segment in the assigned territory (T1). Achieve sales and disbursement targets through effective channel and team management. Conduct credit assessments in line with company policy and ensure timely decision-making. Coordinate with sales, credit, risk, and operations teams to ensure smooth customer onboarding. Monitor and control delinquency levels and maintain a high-quality portfolio. Support the im...

Duties and Responsibilities Meeting & exceeding business goals/targets in different products ie. Loans & Insurance bundled/Non Bundled through Lead fulfillment & Field Activity on existing Data Base Manage Key Responsibilities: Manage and drive personal loan (PL) business for the prime customer segment in the assigned territory (T1). Achieve sales and disbursement targets through effective channel and team management. Conduct credit assessments in line with company policy and ensure timely decision-making. Coordinate with sales, credit, risk, and operations teams to ensure smooth customer onboarding. Monitor and control delinquency levels and maintain a high-quality portfolio. Support the im...

Duties and Responsibilities Meeting & exceeding business goals/targets in different products ie. Loans & Insurance bundled/Non Bundled through Lead fulfillment & Field Activity on existing Data Base Manage Key Responsibilities: Manage and drive personal loan (PL) business for the prime customer segment in the assigned territory (T1). Achieve sales and disbursement targets through effective channel and team management. Conduct credit assessments in line with company policy and ensure timely decision-making. Coordinate with sales, credit, risk, and operations teams to ensure smooth customer onboarding. Monitor and control delinquency levels and maintain a high-quality portfolio. Support the im...

Duties and Responsibilities Meeting & exceeding business goals/targets in different products ie. Loans & Insurance bundled/Non Bundled through Lead fulfillment & Field Activity on existing Data Base Manage Key Responsibilities: Manage and drive personal loan (PL) business for the prime customer segment in the assigned territory (T1). Achieve sales and disbursement targets through effective channel and team management. Conduct credit assessments in line with company policy and ensure timely decision-making. Coordinate with sales, credit, risk, and operations teams to ensure smooth customer onboarding. Monitor and control delinquency levels and maintain a high-quality portfolio. Support the im...

Role & responsibilities Job Roles and Responsibilities Relationship Manager wealth Client Relationship Management Build and maintain long-term, trusted relationships with Yes Premia clients. Act as the single point of contact for all banking and financial needs of high-net-worth individuals (HNIs). Ensure regular engagement with clients through meetings, calls, and digital interactions to understand evolving needs. Portfolio Management Manage a portfolio of premium clients with a focus on growing the relationship value. Monitor client portfolios and suggest adjustments based on market conditions, risk appetite, and financial goals. Conduct periodic portfolio reviews and performance tracking....

You will be responsible for P&L and Drive AUM growth and business expansion across IFAs, Banks, and National Distributors

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 ...

Job Description Relationship Officer (Wealth Management / DST Division) Role & Responsibilities: Engage with existing and potential clients to understand their financial goals and design suitable wealth management strategies. Acquire new clients through ethical and relationship-driven sales practices. Retain and grow client relationships through consistent follow-ups, financial reviews, and proactive service. Cross-sell multiple financial products including Mutual Funds, SIPs, Insurance (Life, Health & General), and goal-based investment solutions. Contribute to business growth through client referrals and innovative sales approaches. Ensure client satisfaction through transparency, professi...

Handle portfolio of HNI Clients, of all Banks Group products, services & resources in order to maximize the value Manage the Buss & Br banking and investments relationship with clients knowledge of CASA, CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 1 - 5 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts Perks and benefits Fixed CTC + Incentives Quarterly + Conveyance

You will be joining Getfive Advisors Pvt Ltd., a SEBI-registered Merchant Banking firm with offices in Mumbai and Ahmedabad. The firm specializes in IPOs, pre-IPO private equity fund-raising, and managing an AIF focused on late-stage companies. As a Relationship Manager- Corporate Banking reporting to the Managing Director, your role will be crucial in driving business growth through various channels. Your responsibilities will include: - Identifying, approaching, and building partnerships with wealth managers, financial consultants, chartered accountants, investment advisors, family offices, portfolio managers, and other advisors. - Generating new leads through strategic partnerships, advis...