13138 Wealth Management Jobs - Page 20

The HNWI Portfolio Analyst will build and analyze investment portfolios for high-net-worth individuals (HNWI). This role demands strong financial acumen, deep product knowledge, and proficiency in portfolio tools and databases. The ideal candidate will have prior experience in the HNW space and demonstrate the ability to work independently while collaborating effectively with internal stakeholders. Key Responsibilities Provide support to the US-based Portfolio Strategist in servicing the HNWI portfolios and learn the US investment landscape. Review, verify, and input investment holding data into portfolio analytic tools to analyze current client/prospect portfolios. Build and analyze investm...

Sales Head Our Client: The client is a technology-enabled financial services firm operating in the wealth and investment advisory space. The organisation focuses on research-led advisory solutions for affluent clients, offering a diversified range of investment products while maintaining strong governance and compliance standards. Title: Sales Head Location: Gurgaon Education: Graduate Experience: 15+ years About the Role: The Sales Head will be responsible for building, leading, and scaling the Relationship Manager (RM) organisation. This role owns revenue growth, productivity, talent acquisition, and sales culture across all RM cohorts, while working closely with leadership and cross-funct...

We have an exciting opportunity for a Product Marketing Specialist to join our team at Ameriprise! This position is responsible for supporting the day-to-day marketing and communication materials and content needs of Wealth Management Solutions (WMS). This role will support the administrative aspect of the department including proofreading, branding, coordinating formal approvals, and publishing. Responsibilities: Exemplify outstanding teamwork and a desire to play a supporting role in a fast-paced environment. Model outstanding attention to detail including proof-reading and adherence to Ameriprises Brand and Style guidelines. Demonstrate a compliance mentality along with strong organizatio...

The HNWI Portfolio Analyst will build and analyze investment portfolios for high-net-worth individuals (HNWI). This role demands strong financial acumen, deep product knowledge, and proficiency in portfolio tools and databases. The ideal candidate will have prior experience in the HNW space and demonstrate the ability to work independently while collaborating effectively with internal stakeholders. Key Responsibilities Provide support to the US-based Portfolio Strategist in servicing the HNWI portfolios and learn the US investment landscape. Review, verify, and input investment holding data into portfolio analytic tools to analyze current client/prospect portfolios. Build and analyze investm...

Your key responsibilities Technical Excellence finance Skills and attributes To qualify for the role you must have Qualification Bachelor of Engineering in Electrical Experience Data Engineering (4+ years) What we look for People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful, and able to sustain positive energy, while being adaptable and creative in their approach.

Responsibilities: Mutual funds advisory (sales) to HNIs Qualifications: 2-7 years of work experience with Mutual Funds and PMS Strong communication and interpersonal skills Compensation offered: 25,000 - 42,000 in-hand Location - Sector 3 Noida Travel allowance Sales incentives Performance bonus Mobile bill reimbursements Leave encashment Job/soft skill training Health insurance Employee state insurance

Wealth Management - requiring 6+ months exp in equity research or investment operations with exposure to equities, ETFs, mutual funds, and crypto. Strong skills in capital markets, portfolio analysis, financial statements, and market research. Office cab/shuttle Health insurance Provident fund

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

Looking a results-driven Automation Tester with deep expertise in the Mutual Fund domain. You will be instrumental in ensuring our Mutual Fund platforms deliver flawless performance, regulatory compliance, and an exceptional customer experience Required Candidate profile automation frameworks (Selenium, Cypress or similar) and scripting languages (Python, Java, or C#). SQL skills for data validation & hands-on experience with API testing tools (Postman, REST Assured)

Locations: Bangalore/ Mangalore Designation - Sr. Relationship Manager/RM / Sr Manager- Wealth Management Job Description: As a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience. You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc. You also counsel them on what their short-term and long-term goals are. Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives. Keep track of the clients portfolio and monitor the various mar...

We're Hiring: Wealth/Relationship Manager - Direct Channel Locations: Bangalore Key Responsibilities: Build and maintain strong relationships with existing clients. Understand client needs and recommend suitable life insurance products. Deliver personalized solutions while ensuring a high level of customer satisfaction. Candidate Profile: 1 to 6 years of experience in Multiple Banking product sales. Strong knowledge of life insurance products across various insurers. Self-motivated and capable of working independently to meet targets. Excellent communication and interpersonal skills. Note : Candidate preferred- Insurance & Banking background Salary can be negotiable

Designation- Sr Manager/ Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional market...

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...

Acquire new customers for Savings Accounts, Current Accounts, Deposits, and Loan products. Build and maintain strong, long-term customer relationships. Cross Sales Financial Products Required Candidate profile Interested Candidate Sales Profile Contact us Jitesh Mathur 9414133911 Visit our website more Jobs www.xwelljobs.com

Company Description Motilal Oswal Financial Services Ltd. (MOFSL), founded in 1987, has grown from a small sub-broking unit into a prominent diversified financial services firm with over 12,000 team members. Based in Mumbai, MOFSL offers a wide range of financial products and services including Private Wealth, Retail Broking, Asset Management, Investment Banking, and more, across 550 cities and towns with 2,500+ business locations, serving over 5.2 million customers. The organization is recognized for its customer-first approach, ethical practices, cutting-edge technology, and award-winning equity research. MOFSL is a pioneer in research-driven investment strategies, with 25+ analysts coveri...

Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.sharvari-lokare@kotak.com OR whatsapp your resume on 9892923348 location- Bangalore Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5....

Job Title: Sales Head - NR Department Kotak Private Banking Location Mumbai Number of Positions 1 Drive sales of NR products in domestic and offshore markets, ensuring achievement of revenue and growth targets. Manage and promote DIFC-specific products and international offerings tailored for NR clients. Develop and execute strategies for Globe-to-India and Globe-to-Globe propositions. Build and maintain strong relationships with NR clients, understanding their financial needs and providing customized solutions. Collaborate with product, compliance, and operations teams to ensure seamless delivery and adherence to regulatory requirements. Identify new business opportunities and contribute to...

Key Responsibilities: 1.Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP...

Key Responsibilities: 1.Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP...

Key Responsibilities: 1.Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP...

Key Responsibilities: Placing orders on behalf of customers Providing advisory services- AUM product penetration Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) New Client Acquisition & retention Client Meeting How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Sayali : 9158043197

Key Responsibilities: 1.Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP...

Role & responsibilities We are looking for young, high energy individuals with a passion for sales and for achieving aspirational targets. Key responsibilities: Liaise with banks branch staff and build effective relationships to maximize the business opportunity Provide knowledge about the insurance products and support banks branch staff through training to enable them to generate new business, understand customer needs and recommend suitable life insurance products to customers Provide training to the bank branch staff to equip them to sell insurance products to customers and assist them in revenue generation Provide guidance to the banks branch staff in servicing existing customers, solve...

As a Freelance Interviewer at ADVENT, you will be responsible for conducting remote interviews for clients in various domains. Your availability will determine the flexible interview schedules. Join a network of 4000+ experienced professionals and contribute to ADVENT, a HR Tech company based in Trivandrum, offering hiring support to MNCs across India. **Key Responsibilities:** - Conduct freelance interviews for clients in various domains - Ensure flexibility in interview schedules based on availability - Collaborate with a network of experienced professionals for interview support - Provide hiring assistance through assessments and recruitment services **Qualifications Required:** - Minimum...

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