13138 Wealth Management Jobs - Page 19

We are looking for a highly skilled and experienced Senior Consultant to join our team in Mumbai. The ideal candidate will have a strong background in business consulting, with expertise in marketing, sales, and service. Roles and Responsibility Develop and implement effective business strategies to drive growth and improvement. Conduct market research and analyze industry trends to identify opportunities and challenges. Collaborate with cross-functional teams to design and deliver solutions that meet client needs. Provide expert guidance on marketing, sales, and service operations. Identify and mitigate risks to ensure successful project delivery. Build and maintain strong relationships wit...

We are looking for a skilled professional with 10 to 15 years of experience to fill the role of AVP- Corporate Employee Banking Manager in Talentmate Skillfied Mentor, located in South India. Roles and Responsibility Manage corporate employee banking operations and ensure compliance with regulatory requirements. Develop and implement strategies to enhance customer satisfaction and loyalty. Collaborate with cross-functional teams to achieve business objectives. Analyze market trends and competitor activity to identify opportunities for growth. Build and maintain relationships with key stakeholders, including clients and partners. Monitor and report on performance metrics to senior management....

We are looking for a skilled professional with 10 to 15 years of experience to fill the role of AVP- Business Development Manager in Talentmate Skillfied Mentor, located in South India. Roles and Responsibility Develop and implement business development strategies to achieve organizational goals. Build and maintain strong relationships with clients and stakeholders. Identify new business opportunities and expand existing ones. Collaborate with cross-functional teams to drive growth and revenue. Analyze market trends and competitor activity to stay ahead. Provide exceptional customer service and support to clients. Disclaimer: This job description has been sourced from a public domain and may...

We are looking for a highly skilled and experienced Virtual Relationship Manager to join our team. The ideal candidate will have a strong background in mentoring and relationship management, with excellent communication and interpersonal skills. Roles and Responsibility Develop and maintain strong relationships with clients through effective communication and engagement. Provide guidance and support to clients, addressing their needs and concerns. Collaborate with internal teams to ensure seamless delivery of services and solutions. Identify new business opportunities and grow existing client relationships. Stay updated on industry trends and competitor activity to provide informed insights....

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, wealth Management 1. Develop distribution model which should be cost effective and helpful in growing business rapidly DSA business expansion Control on cost of acquisition 2. To meet the Business/sales targets for the region on monthly, quarterly and annual basis - Volume(nos.) , MS (%) and Turnover( Rs). 3. To coordinate and ensure the collection Targets on Daily, weekly and monthly basis. 4. Timely FI and disbursement of finance to the customers To do appraisal/ Review of performance of TCFSL s team in the region. 5. Target achievement Customer satisfac...

Job Summary We are seeking a Tech Lead with 5 to 7 years of experience to join our team in a hybrid work model. The ideal candidate will have expertise in ITIL V4 Service Now Mainframe Utilities and Unix. Experience in Asset & Wealth Management is a plus. This role involves overseeing technical projects ensuring efficient service delivery and contributing to the companys success. Responsibilities Lead the design and implementation of IT solutions using ITIL V4 and Service Now to enhance service delivery and operational efficiency. Oversee the maintenance and optimization of Mainframe Utilities to ensure seamless business operations. Provide technical expertise in Unix environments to support...

Job Description for Relationship Manager Job Location Max Tower, Noida About Us PlusWealth Capital Management LLP is a proprietary high-frequency trading firm, active in multiple markets including equities, options, and futures. We thrive on building cutting edge, data-driven, and tech-based trading algorithms. As a dynamic, machine-learning oriented trading platform, we embody the ethos of THINK. TECH. TRADE. We have successfully managed an AIF for the last 3 years and, with the recent launch of our PMS, we are further expanding our presence within the AMC space. If you share our vision, we'd love to have you onboard. Role Overview We are looking for a highly driven Relationship Manager PMS...

Acquisition of new HNI customers Enhancement of the relationship by cross-selling products and services as per the Deepening the size of the relationship Retention of the customers by providing the best possible services.

Role & responsibilities Cluster Head is the brand Ambassador of the company. Its very important that Cluster Head understand basic tricks of job. Thorough on the market. Very Strong in Channel Management. Influencing the Channel & achieving the revenue Targets. Driving business in the designated territory through sales of various investment products using the allocated bank channels To assist bank RMs in new client acquisition, building new relationships and increasing depth in existing relationships Continuous training of Channel on products & processes to get maximum output. Specific Role Responsibilities / Core Duties: 1. New Client acquisition through Bank Channel Partner 2. Achieve reve...

Designation: Sr. Wealth Manager Job Location:- Nashik /Pune/Mumbai Required :- Only Male candidate Job Summary: We are seeking a highly skilled and experienced passionate Sr. Wealth Manager to join our team. The ideal candidate will have a deep understanding of wealth management, exceptional interpersonal skills, and a proven track record of managing and growing client relationships. This role involves working closely with clients to understand their financial needs, providing tailored investment solutions, and ensuring the highest level of client satisfaction Key Responsibilities: Manage distribution Sales for location and handle top key relationships for product focusing AIF, PMS, Mutual F...

Client-Focused Wealth Experience:?As a Wealth Product Manager, you will assist in delivering wealth management experiences that connects advisor insights, firm recommendations, and client engagement opportunities. Your focus will be on helping shape solutions that enhance the client experience.Support Digital Platform Enhancement:?Work alongside senior team members to support the evolution of our customers client-facing digital platforms.Financial Advice Contribute to initiatives aimed at driving advisor efficiency and reducing legacy system costs. Focus on supporting and creating strategies that help deliver an advice-driven, client-centric experience. Collaborative Development:?Support cro...

Financial Services Cloud: Configure and customize Salesforce Financial Services Cloud to meet specific business requirements in the financial services domain Salesforce Lightning Development: Develop custom Lightning Components (Aura and Lightning Web Components) to enhance user interfaces and improve client interactions Apex and Mera Programming: Develop and maintain complex Apex code, triggers, and Mera programming for backend processes to support Salesforce customizations Data Management and Integration: Implement and optimize data integrations with external systems, including ETL processes, APIs, and web services Custom Workflows & Automation: Build and maintain custom workflows, process...

PRIMARY JOB RESPONSIBILITIES Recruit, induct, handhold, facilitate, motivate & retain Team Members Ensuring smooth operations and achieving the revenue & profitability targets of the Branch Ensure individual and team performance as per norms Ensure compliance as per various regulator and organization guidelines Client acquisition from own network/ open market along with margin collection as expected Generate revenue through Broking & Non Broking Products (LI, MF, FD, Bonds etc. & focus product if any) Promote Focus Product of the month Maintain & service the existing clientele Preferred candidate profile Candidate should have overall experience of around 10-15 years in the desired role with ...

Hiring: Wealth Managers | Mumbai Were looking for experienced Wealth Managers to join our growing team and manage HNI/UHNI clients. Location: Mumbai Experience & CTC: • 35 years: Up to 10 LPA • 10+ years: Up to 30 LPA Client acquisition & relationship management Investment advisory – PMS, AIFs, Bonds, MFs, Unlisted Shares Portfolio management & financial planning Revenue & AUM growth If you are interested in exploring this opportunity, please share the following details along with your updated resume at chinmaya@topgearconsultants.com Current Location: Preferred Location: Highest Qualification: Total Experience: Current CTC: Expected CTC: Notice Period: Availability for Interview (Date & Tim...

4+ years of experience in product management, wealth management, or financial services. Experience with digital platforms is a plus. Strong interest in wealth management products and client engagement strategies. Exposure to or experience with agile development methodologies is a plus. The ideal candidate will have a good understanding of wealth management, digital engagement, and end-to-end experience transformation. 4+ years of relevant experience leading and managing financial advisory technology, digital wealth / investment platforms or digital transformation in Banking & Financial Services. Experience integrating advisor and client platforms to drive collaboration and optimize the clien...

We are looking for a highly skilled and experienced Project Consultant to join our team in Bangalore. The ideal candidate will have a strong background in banking and financial services, with excellent analytical and problem-solving skills. Roles and Responsibility Collaborate with cross-functional teams to deliver high-quality consulting projects. Develop and implement project plans, resource allocation, and risk management strategies. Conduct market research and analyze industry trends to identify opportunities for growth. Provide expert advice on financial modeling, data analysis, and business process improvement. Manage client relationships, communicate project updates, and ensure timely...

Creative Photographer Job Name: CreativePhotographer Job Role: Photographer IndustryFMCG, Goods Job LocationUdaipur(Rajasthan)Job TypeFull Time Experience3- 8year SalaryBest in the industry EducationAny Graduate Job Summary: We are looking for a passionate Photographer to capture moments on film and to use images to tell a story. The successful candidate will be able to achieve technical, qualitative, and quantitative goals while meeting the project’s needs and deadlines. About The Role : Take the brief to understand specifications and work closely with our art team to develop the concept. Capture and process images until you achieve desired results. Shoot poses that don’t look posed. Consta...

Job Title: OPSCS / Client Sales Sup Job Code: 12090 Country: IN City: Mumbai Skill Category: Operations Divisional Overview: The Operations division provides the support and control infrastructure that enables the Firm todevelop and deliver financial products throughout the world. Working with the Sales, Trading andInformation Technology Divisions, Operations professionals are responsible for the management andexecution of transactions in a manner which maximizes profitability and minimizes risk. Our divisionis responsible for the management and execution of millions of securities transactions on a daily basis. Our responsibilities include trade processing, confirmation, settlement, fails ma...

Job Title: Client Onboarding Job Code: 11827 Country: IN City: Mumbai Skill Category: Operations Description: Divisional Overview: The Operations division provides the support and control infrastructure that enables the Firm to develop and deliver financial products throughout the world. Working with the Sales, Trading and Information Technology Divisions, Operations professionals are responsible for the management and execution of transactions in a manner which maximizes profitability and minimizes risk. Our division is responsible for the management and execution of millions of securities transactions on a daily basis. Our responsibilities include trade processing, confirmation, settlement...

1672089 The opportunity Senior Manager-FS-TAX-TAX - Indirect Tax - Core - Mumbai FS Finance fuels our lives. Banking, Insurance and Wealth management, create the foundations for growth, prosperity and peace of mind. No other Industry touches so many people or shapes so many lives. Amid sweeping regulatory change, today s financial services institutions are focusing on digital transformation, convergence and disruption from an array of nontraditional competitors all while meeting greater demands for trust and transparency. To address this delicate balance of issues, our competent team of business strategists, technologists and industry leaders bring fresh thinking and sector knowledge across ...

Job Title: Lead Principal Infrastructure and Platform Engineer Job Code: 11970 Country: IN City: Mumbai Skill Category: IT\Technology Description: Deliver the separation of responsibilities of an IaaS and PaaS organization by building a Platform as a Service layer capability Enhance the developer experience through a streamlined, automated and integrated software development ecosystem with security at the core. Transform our service experience with selfservice solutions for our most frequent requests, while advancing automation throughout our technology landscape. Deliver a single Observability framework and stack to both App and Infra teams Standardize and streamline the ITIL processes and ...

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging areaThis is a unique opportunity for you to work in the Portfolio Analysis team to partner with the Business. The role demand underlying traits but not limited to, rate of return calculations, return attribution, risk analytics, competitive analysis and performance composite construction . This analysis is instrumental to help external clients understand drivers of return in their portfolios and help us internally measure the effectiveness of our products and strategies. The successful candidate will need a broad understanding of performance, be highly organized and intellectually c...

Key Responsibilities: • Drive business growth through client acquisition and revenue generation • Manage and develop HNI / UHNI / Retail client relationships • Oversee trading, investment advisory, and portfolio management services • Lead and mentor Relationship Managers / Dealers / Team Leaders • Ensure achievement of monthly, quarterly, and annual targets • Coordinate with Research, RMS, Compliance, and Operations teams • Monitor client portfolios and provide investment strategies as per market conditions • Ensure adherence to SEBI, exchange, and internal compliance guidelines • Resolve escalated client issues and ensure high service standards • Support branch / regional head in strategic ...

Creative Photographer Job Name: CreativePhotographer Job Role: Photographer Industry:FMCG, Goods Job Location:Udaipur(Rajasthan)Job Type:Full Time Experience:3- 8year Salary:Best in the industry Education:Any Graduate Job Summary: We are looking for a passionate Photographer to capture moments on film and to use images to tell a story. The successful candidate will be able to achieve technical, qualitative, and quantitative goals while meeting the project’s needs and deadlines. About The Role :: Take the brief to understand specifications and work closely with our art team to develop the concept. Capture and process images until you achieve desired results. Shoot poses that don’t look posed....

Role/Job Title: Function/ Department: HNI Branch Banking Lead, mentor, and motivate a team of Relationship Managers (RMs) to achieve sales targets and business goals related to CASA and other liability products. Drive the acquisition of new customers for CASA products by identifying potential clients and ensuring smooth onboarding Focus on achieving both individual and team sales targets for Current Accounts, Savings Accounts, Fixed Deposits, and other banking products. Develop action plans to target specific customer segments and achieve CASA growth in the local market. Ensure compliance with KYC, AML, and other regulatory requirements during the customer onboarding process.