7634 Wealth Management Jobs - Page 19

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...

Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets. Conduct daily sales calling with the prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Ensure that revenue for the total review period meets the target revenue targets basis the vintage and the guidelines and compliances at MFL. Build ...

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...

Collaborate with clients to develop comprehensive financial plans that encompass investments, estate planning, retirement, tax strategies, and wealth preservation. Educate clients about market trends, investment options, and financial planning strategies to empower them to make informed decisions. Portfolio Management Manage clients' investment portfolios by selecting appropriate asset classes, investment vehicles, and strategies to achieve their financial objectives. Evaluate clients' risk tolerance and ensure investment strategies align with their risk profiles while minimizing potential financial risks. Adhere to all regulatory guidelines and compliance standards, ensuring that clients' i...

Role & responsibilities Ensure effective and smooth relationship with assigned banks in the region for growth in business. Responsible for prospecting, selling & managing sales through RMs / Sales person in banks in the region, who are responsible for mutual funds. Influence decision making at senior levels to get mind share from the banks. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products. Preferred candidate profile : Market knowledge / extensively networked. Should have an eye for detail. Should be having a pleasi...

Responsibilities: * Manage NRI client relationships * Drive HNI acquisitions & sales * Oversee wealth management strategies * Ensure exceptional customer service * Lead HNI portfolio growth

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Business Consulting- Business Analyst with Data analyst ,Wealth Management We are currently seeking a Business Consulting- Business Analyst with Data analyst ,Wealth Management to join our team in Pune, Mahrshtra (IN-MH), India (IN). Primary skills: Domain-Capital Markets-Wealth Management is mandatory Responsibilities: Data Analysis and Reporting: Analyzing client data, investment portfolios, and financial performance to identify trends, opportunities, and areas for improvement. Financial Modeling: Developing and maintaining financial models for wealth management strategies, including asset allocation, risk analysis, and performance projections. Requirement Gathering: Collaborating with sta...

Job Location: Ambikapur , Chhattisgarh About Branch Banking: 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 Relationship Manager will be responsible for nurturing 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 manageme...

Your role As an Authorized Officer of Account Transfers at UBS Financial Services Inc., your primary responsibilities will include: - Processing daily ACAT (Deliver and Receive) transfers to ensure completeness and accuracy of the reports. - Handling rejects that did not transition smoothly due to mismatches between contra firm and UBS within market deadlines. - Supporting new FAs coming over via new recruits function to ensure their client accounts transition correctly. - Providing prompt and accurate responses to systemic requests from Client Branches and email inquiries for broker dealer firms. - Identifying issues and escalating them to the right stakeholders in a timely manner to avoid ...

Job Description Role Overview You will be a part of the Relationships Department at Ikashi Wealth, engaging with High Net-Worth Individuals (HNIs) to provide top-notch wealth management services. Your primary responsibilities will include building and maintaining strong client relationships, converting leads into managed portfolios, advising clients on investment opportunities, monitoring portfolio performance, and collaborating with internal teams for seamless service delivery. Key Responsibilities - Build and maintain strong relationships with HNI clients - Convert qualified leads into managed portfolios - Advise clients on investment opportunities across Mutual Funds, Equity, and Wealth M...

You will be responsible for acquiring and engaging with DBS Treasures clients with AUM => INR 20 Million through a need-based approach to ensure client coverage and product penetration by cross-selling and up-selling DBS products and services. You will manage and maintain the highest customer satisfaction levels through proactive client engagement and relationship management internally with DBS Service, Distribution, and Product team. **Key Responsibilities:** - Acquire and upgrade quality Treasures clients in the branch location areas - Deepen wallet share of existing customers through retention and growth of AUM - Achieve monthly and annual volume and revenue objectives - Activate e-Channe...

As a Relationship Manager in the Corporate Liability Group within Wholesale Banking Group, your role is to develop a corporate liability strategy for a specific city/region and effectively implement it. Your primary responsibility will be targeting top clients in the coverage area and converting them into accounts. **Key Responsibilities:** - Originate New to Bank (NTBs) accounts and manage a portfolio of Corporate Liability Group clients sourced independently. - Source CMS/Trade Processing/FX transactions from Cash Rich Corporate clients, particularly Digital First Companies, local IT/ITES firms, and MNC subsidiaries. Onboard clients with tailored solutions, creating unique offerings when n...

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...

The Opportunity Our client is a leading global provider of asset and wealth management solutions. They provide investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. This team is currently seeking Fund Accounting Analyst to join our team in Gurgaon The primary goal is to provide exceptional accounting and administration servicing for our clients assigned mutual funds, CITs, ETFs and other pooled vehicles. As a Fund Accountant, Roles and Responsibilities You will act as an intermediary between the funds and their investment managers and ser...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services New Associate Qualifications: BBA/BCom/BMS Years of Experience: 0 to 1 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 pr...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services New Associate Qualifications: BBA/BCom/BMS Years of Experience: 0 to 1 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 pr...

Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs &...

To source OI NTBs from the new & existing corporate base and deliver on meeting OI NTB targets as per the CSP To ensure the KYC/AML norms of the bank are complied with at all times. To execute marketing events and promotions to generate business in their catchments, in conjunction with support departments such as INM MKT To work collaboratively with Branch Banking/Commercial Banking & CEP Teams to generate opportunities for business generation. To maintain call reports and MIS as required To respond to GCEPs complaints in a timely manner and to customer satisfaction Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial mar...

Identify and acquire New-to-Bank (NTB) overseas Indian (OI) opportunities from both new and existing corporate clients, consistently achieving OI NTB targets as defined in the Customer Strategic Plan (CSP). Ensure full compliance with the bank s Know Your Customer (KYC) and Anti-Money Laundering (AML) policies and regulatory requirements at all times. Plan and execute localized marketing events and promotional activities in collaboration with internal marketing and support teams such as INM MKT to generate business leads within the designated catchment area. Collaborate proactively with Branch Banking, Commercial Banking, and Corporate Salary team (CEB) teams to identify cross-functional bus...

Join us as a Private Banking Executive at Barclays, where you'll spearhead the evolution of our digital landscape, driving innovation and excellence. you'll harness cutting-edge technology to revolutionize our digital offerings, ensuring unapparelled customer experiences. To provide data-led expert oversight and check and challenge on business and compliance matters to evidence that the organization is operating in a compliance with Barclays legal, regulatory and ethical responsibilities. You may be assessed on the key critical skills which are relevant for success in role, such as experience with banking & investments, as we'll as job-specific skillsets. To be success as a Private Banking E...

: Define and execute the audit strategy for riskbased audits of Model Risk Management functions across Nomuras global business Lead complex global model risk audits and provide technical oversight of team deliverables Develop and oversee the annual audit plan for model risk coverage, incorporating emerging risks and regulatory changes Assess the firms model development processes, validation frameworks, and governance structures against industry and regulatory standards Lead the evaluation of model performance monitoring and appropriateness of model usage during Business Line audits Provide technical leadership in assessing the robustness of model validation processes performed by the second ...

Work as a part of the Global Masters Documentation team with the stakeholders in regions and provide assistance to the regional team, which is part of Transaction Legal Updating critical terms of various master agreements (i.e. ISDA, CSA, Global Master Repurchase agreement and Global Master Securities Lending agreements) in the firm s database Generating and distribution of various management reports Responding to queries received from the business and legal teams related to master agreements Analyzing and interpreting clauses of master agreements and advising other business teams Identifying areas of improvement and working on technology initiatives to increase efficiency and reduce manual ...

Were seeking a highly motivated and experienced Manager for our Digital Assets Technology team. The ideal candidate will be responsible for overseeing the software development resources related to digital asset priorities, ensuring seamless integration and management of our systems, and driving strategic initiatives to enhance our capabilities#MID_SENIOR_LEVEL What is the Manager of the Digital Assets Technology Team responsible for Operational Management: Oversee the day-to-day operations of digital asset systems, including monitoring, maintenance, and troubleshooting Team Leadership: Lead and mentor a team of professionals, fostering a collaborative and innovative work environment Strategi...

Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.