10272 Wealth Management Jobs - Page 2

We are looking for the motivated Female freshers or experienced candidates to join our team.The role involves managing client relationships, understanding finanacial needs, and providing suitable investment or advisory support. Contact- 8130270344

Dear Candidate, We are hiring for the role of Relationship Manager (Business Banking & Small Business Banking) for IndusInd Bank. (Individual Role) Sourcing of NTBs from branch, open market/Direct sourcing/references. Should have prior experience in lending of working capital ( Fund based & Non fund based) Meeting set productivity parameters, income generation from the existing client base to promote additional banking products and services Build and maintain strong relationships with existing SME clients, serving as their primary point of contact for all banking-related needs. Understand clients' business objectives, financial goals, and challenges to offer customized banking solutions and ...

A Pioneer RM (Relationship Manager) at IndusInd Bank is a sales role responsible for managing and acquiring high-net-worth individual (HNWI) clients for the bank's premium "Pioneer" segment. The job involves building relationships, meeting sales targets, growing the client's asset base, and cross-selling a variety of banking and wealth management products, such as deposits and other financial services. Key skills include strong relationship management, sales, and wealth management knowledge. Key responsibilities Client acquisition: Aggressively acquire new prospective customers through referrals and other sales activities to build the customer base. Relationship management: Build and deepen ...

1. Acquire new HNI & manage portfolio of existing clients. 2. Cross-selling of products like insurance, Deposits, commercial assets, PMS, & Mutual Funds. 3. Regular client meetings to generate revenue, references & offer excellent customer service. Required Candidate profile 5-15 Yrs. exp. in HNI Sales/ Portfolio Management/ Wealth Sales from Banks/NBFCs. Excellent Communication and relationship skills. Please connect on 7827930908 for further discussion.

Hiring: Financial Sales Consultant | Immediate Joiners | Across Karnataka We are looking for Sales-Driven Financial Consultants to promote investment products such as Mutual Funds, SIPs, Insurance, Bonds, and PMS . Ideal for candidates with experience or interest in field sales, financial products, or investment advisory . Key Responsibilities: Promote & sell Mutual Funds, SIPs, Insurance, PMS, Bonds to clients Generate leads via cold calling, referrals, and field visits Explain financial products and services clearly Maintain client contact & provide after-sales support Update clients on market trends, IPOs, NFOs, and new schemes Assist clients with investment applications & documentation W...

As an Experienced Financial Sales Consultant at deVere, you will join a global leader in wealth management that empowers you with continuous training, career growth opportunities, and access to an international network of clients. Our culture thrives on ambition, innovation, and supporting our people to succeed. **Key Responsibilities:** - Manage diverse wealth portfolios with high-net-worth clients. - Provide personalized advisory services to build and manage client portfolios with tailored wealth solutions. - Advise on global investment opportunities. - Identify risks and opportunities for continuous Assets Under Management (AUM) growth. **Qualifications Required:** - Proven experience in ...

Job Description: You will be responsible for overseeing the day-to-day administration of the office for a wealth management firm located in Trivandrum. The ideal candidate should have 2 to 4 years of relevant experience. Key Responsibilities: - Manage and supervise administrative staff - Ensure smooth operation of office facilities and equipment - Handle inventory management and procurement of office supplies - Coordinate with vendors and service providers - Maintain records and documentation related to office operations Qualifications Required: - 2 to 4 years of experience in office administration - Strong organizational and multitasking skills - Excellent communication and interpersonal ab...

Job description Responsible for growing revenues of broking, lending products, Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF Perks and benefits Attractive incentives Health and life insurance

Role Overview: As a member of our team, your primary focus will be to achieve revenue growth and profitability in order to upscale the team. You will be responsible for ensuring training and development for team effectiveness, managing day-to-day team administration efficiently, and overseeing operations to ensure smooth functioning of the team. Additionally, you will play a key role in customer management and engagement. Key Responsibilities: - Achieve revenue growth and profitability to upscale the team - Ensure training and development for team effectiveness - Manage day-to-day team administration and operations for smooth functioning - Ensure customer management and engagement Qualificat...

Job Description Yubi is looking for individuals ready to kick-start their careers with an exciting and purposeful impact. As Yubi, formerly known as CredAvenue, redefines the global debt market, you can be a part of the epic growth story. Yubi is committed to freeing the flow of finance between borrowers, lenders, and investors, transforming the global institutional debt market through technology and making a real impact. With a recent Series B fundraising round of $137 million, Yubi has become India's fastest fintech unicorn. Join Yubi and be a part of a team that's changing the way people perceive debt. Key Responsibilities - Engage with HNIs, family offices, and corporate treasuries on th...

Prepare financial plans, support investment research, create reports and illustrations, use planning software, maintain CRM/compliance files, assist clients, coordinate with insurers/custodians, track weekly results, and update processes as needed.

You can share your cv on the mentioned email id or on WhatsApp at 8178095895. Role & responsibilities : As a Branch Manager for Retail Liabilities, you will be the core driver of the branch's success. This pivotal role involves maximising business expansion, maintaining peak operational standards, and fostering exceptional customer relationships. We are seeking a proactive and results-oriented leader who possesses sharp sales instincts, deep knowledge of regulatory guidelines, and a proven ability to motivate and manage a top-tier team. Your focus will be on boosting the branch's profitability and compliance, deepening customer loyalty, and aggressively expanding the deposit base through bot...

Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having an AUM => INR 20 Million through “need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality Treasures clients in the branch location areas Engage with existing customers to deepen the wallet share through retention and growth of AUM. Acc...

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Manage...

Hiring for leading investment banking firm. 1. Minimum 7 years experience in Wealth Management. 2,Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. 3. Aum size minimum 30 cr

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

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 ...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Associate Qualifications: Any Graduation 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 proc...

Manage 50–60 Cr HNI portfolios, advise on Mutual Funds, PMS, and Bonds. Build and maintain client relationships, review portfolios, acquire new HNI clients, and ensure steady growth through tailored investment strategies.

About The Role Skill required: Asset Management - Asset Portfolio Analysis Designation: Service Delivery Ops Team Lead Qualifications: Any Graduation Years of Experience: 7 to 11 years About Accenture 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 clients in more than 120 countries. Visit us at www.accenture.com What would you do The Global Client Account Services (GCAS) Ma...

Experience : Min 5 Years experience into Wealth Banking Broking Role & responsibilities Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 50 Lakhs and above. Experience of advising clients across all asset classes. Experience of Cross Sales PMS , AIF , Mutual Funds . Candidates having good vintage in their present as well as previous companies.

About the Financial Services Industry India is today one of the most vibrant global economies on the back of robust banking and insurance sectors. It also is expected to be the fourth largest private wealth market globally by 2028. With an increased focus on wealth management and protection of assets, ABC is uniquely posed to reach the Indian population with a wide variety of trusted offerings under a single umbrella. The benefits of achieving a level of granularity in the business book and the opportunity to cater to these segments is immense and is increasing manifold year on year. The challenge here therefore remains as to how we capture a larger share of the opportunity by developing spe...

Experience : Min 5 Years experience into Wealth Banking Broking Role & responsibilities Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 50 Lakhs and above. Experience of advising clients across all asset classes. Experience of Cross Sales PMS , AIF , Mutual Funds . Candidates having good vintage in their present as well as previous companies.

Experience : Min 5 Years experience into Wealth Banking Broking Role & responsibilities Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 50 Lakhs and above. Experience of advising clients across all asset classes. Experience of Cross Sales PMS , AIF , Mutual Funds . Candidates having good vintage in their present as well as previous companies.