13138 Wealth Management Jobs - Page 21

Position: RM/SRM Department: Direct Sales Location :Delhi/NCR CTC: 2.50 To 5 Lac Role -100% lead base work /Up sales / Cross Sales life insurance. Face to Face Interviews - Contact -Ms. Priya -98787-24887 Best incentive slab in Insurance Industry

About the Company Our client is a scaled, publicly listed financial services platform with a strong legacy in capital markets and retail participation. Over the years, the firm has built a deep on-ground presence, particularly across Tier 2 and Tier 3 cities, anchored in trust, distribution strength, and a large active client base. Having successfully grown its core businesses both organically and through selective inorganic expansion, the firm is now entering its next phase of evolution. The focus is on building long-term, annuity-led businesses that complement its existing ecosystem and deepen wallet share across customers beyond pure broking and trading. With strong capital backing, a gro...

Position: Relationship Manager Function: Banca Reporting: BM Location: Delhi/NCR Role: Sitting in Bank and Sales life insurance to Existing customer & Close leads CTC :3.50 to 5 Lakhs Face to Face Interview Contact Person- Ms. Priya-98787-24887

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 .

Must have exp in Wealth Management/Financial Planning platforms in handling US/UK customers. Being a Client facing role the candidate must have excellent client service delivery exp. Good understanding of capital markets products and securities Required Candidate profile 8-10 yrs of relevant exp in Wealth Management / Financial Planning. The Client Interface Manager will be the ‘First Point of Contact’ for the clients & actively participate in client meetings.

We have an exciting opportunity for you to join our team as Senior Associate . Reporting to the Deputy Manager , this full-time and permanent position is based in Mumbai, India and offers regional coverage, allowing you to make a significant impact to our Management Accounting Team and its growth. Key responsibilities: Responsible for delivery of multiple finance and accounting processes including Annual Financial Statement & Bookkeeping. Processes may include, but not limited to - Accurately record daily accounting transactions, schedules for prepayments, accruals , loan refinancing activities, perform investment fair valuation of quoted investment and year-end accruals related to operation...

Must have exp in Wealth Management/Financial Planning platforms in handling international customers / process. good understanding of various capital markets products((Fixed Income, Futures Options, Equity, Derivatives etc.)& securities . Required Candidate profile 8-10 yrs of exp in US Wealth Management / Financial Planning. Should have team handling exp of at least a year on Paper. Should be ok working in US shifts & should have excellent communication skills

Role & responsibilities 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 to NISM Certified candidates wit...

Unifi Capital was established in 2001 as a specialized Portfolio Management (PMS & AIF) company offering innovative investment strategies with an AUM of 23,000 Crores Unifi is headquartered in Chennai with offices inBangalore, Hyderabad, Mumbai, Delhi, Kolkata, Pune & Ahmedabad. (www.unificap.com) Vice President Institutional Sales. Location: Mumbai Role Overview The Vice President will be responsible for driving regional business growth, while leading, mentoring, and developing a team of Relationship Managers. The role will own strategic institutional nationaldistributor relationships, oversee client / partner acquisition and retention, and ensure consistent execution of the firm's sales st...

Job Specifications Role Designation: Cluster Manager-Investment Products Department: Investment Products Function: Sales Company: MOFSL Reporting to: Regional Head Location: Ahmedabad Job Purpose The role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets through self and team contribution. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Manage, build and drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Share...

Position-RM Department-Direct Sales Reporting-BM Location-Bangalore /Hyderabad / Chennai Direct Sales-100% Leads based work(Field Sales) CTC: 3 to 6 Lac Cold calling and generating leads Contact- Ms. Deepika Khanna -98784-20484

JOB DESCRIPTION SUMMARY Job Title: PCG Advisor Location: Ahmedabad Experience: Minimum 4 years Certification: NISM VIII mandatory Key Responsibilities: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT. Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analyzing information & recommending p...

JOB SUMMARY AND RESPONSBILITIES This is a highly technical role and as such requires the capability to work effectively with a diverse range of professionals both internally and externally, covering a wide variety of products and functions to solve for operational efficiency. The main areas of responsibility will be: As part of this role, the associate will partner with the Asset & Wealth Management teams to create and facilitate the operational design of a strategic platform to support the Retail Separately Managed Account (SMA). Involve in day-to-day BAU activities (funding, onboarding & review of exceptions for Retail SMA accounts) Understand the daily BAU activities, Identify and suggest...

About Axis Virtual Centre Axis Virtual Centre engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships. Key Responsibilities...

Your future duties and responsibilities: . Understanding of structured test methods and processes of both SDLC and STLC. Proactively communicate and collaborate with team to analyze testing requirements and deliver the following artifacts as needed: Test Plan, Test strategy Test Cases, Test Completion Report and sign-off, exception reporting and follow-up . Creation of good quality test scenarios for manual testing, reviewing and validating them with BA and inputting in ALM. Execution of manual & automation test cases, issuing reports (DSR, RCA, etc.) and sharing with the test manager on a timely manner. Execution of end-to-end integration testing in collaboration with other applications tea...

Internal Review & Assurance Deliver and maintain Bravura s annual Internal Audit & Review Plan, ensuring timely completion of planned reviews. Conduct risk-based internal audits across operational, compliance, and information security domains. Document and report findings, root causes, and agreed management actions.Track and monitor the closure of audit findings to ensure effective remediation. Support external and certification audits by maintaining evidence, action tracking, and audit readiness documentation. Maintain the internal review and audit charter, calendar, and documentation on SharePoint/Confluence. Information Security Assurance Support internal ISO27001 audits and liaise with t...

JOB SUMMARY AND RESPONSBILITIES Serving as the primary operational driver of the Executive Wealth (EW) team by triaging incoming inquiries and tracking client priorities: Asist Advisor teams, who work one-on-one with individual and/or corporate clients providing comprehensive personal financial planning, investment planning and tax services to corporate employees, executives and other high-net-worth individuals Work closely with Wealth Advisor teams to support their AYCO clients Leverage your operational background and experience to contribute to a growing business Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding investment rela...

JOB SUMMARY AND RESPONSBILITIES This is a highly collaborative role and such requires the capability to work effectively with a diverse range of professionals both internally and externally, covering a wide variety of products and functions. The main areas of responsibility will be: As part of this role, the Analyst will partner with the Asset & Wealth Management teams to create and facilitate the operational design of a strategic platform to support the Retail Separately Managed Account (SMA). Understand and perform daily activities like funding, review of breaks across retail function Trading desk support to include ad-hoc queries as well as ongoing business initiatives Coordinate across p...

Role Overview We are seeking an experienced Test Manager to lead the end-to-end Quality Engineering (QE) strategy for the implementation of a Digital Wealth platform using Comarch. This role requires deep expertise in digital wealth management and test leadership, with the ability to design test strategies, manage cross-functional teams, and ensure compliance with client and organizational quality standards. The Test Manager will be accountable for overall testing quality, timely delivery, and continuous improvement initiatives, while collaborating with Comarch product teams, banking stakeholders, and offshore QE resources. Key Responsibilities Lead the end-to-end QE strategy for Comarch pla...

Job Specifications Role Designation: Advisor-PCG Department: PCG-Commodity Function: Advisory Company: MOFSL Reporting to: Group Leader Location: Ahmedabad Job Purpose 1. Advising HNI/Ultra HNI clients on commodity products Key Deliverables 2.Individually handling clients with the book size of 25 lacs & above. 3.Creation of revenue & Activation of clients through effective Advisory Role Requirements Any Graduate with minimum experience of around 2-5 years into stock broking industries. Able to Understand Market Reports and share Information with Clients. Should be comfortable working in Shifts.

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...

Job Title: Manager Sales & Investor Relations Location: Noida Department: Sales & Business Development Reporting To: Zonal Head/Director About The Policy Exchange (owned by Fairvalue Insuretech Pvt.Ltd.) The Policy Exchange is a pioneering platform that enables investors to participate in a new asset class by purchasing existing life insurance policies available at a discount to their market value. The model bridges policyholders seeking liquidity and investors seeking stable, market-linked returns, creating a win-win ecosystem. We are expanding rapidly and seek dynamic Manager Sales & Investor Relations to lead regional growth, drive distribution partnerships, and build a high-performing sa...

Job Title: Manager Sales & Investor Relations Location: Noida Department: Sales & Business Development Reporting To: Zonal Head/Director About The Policy Exchange (owned by Fairvalue Insuretech Pvt.Ltd.) The Policy Exchange is a pioneering platform that enables investors to participate in a new asset class by purchasing existing life insurance policies available at a discount to their market value. The model bridges policyholders seeking liquidity and investors seeking stable, market-linked returns, creating a win-win ecosystem. We are expanding rapidly and seek dynamic Manager Sales & Investor Relations to lead regional growth, drive distribution partnerships, and build a high-performing sa...

Expertise in Performance Marketing, Digital Advertising, and social media Campaign Optimization, Strong skills in Research across personal finance and wealth management, Must have demonstrable prowess with Marketing Analytics and Data Insights Required Candidate profile Excellent communication & problem-solving abilities Exp. in leveraging technology platforms and tools for digital marketing & social media campaigns Proficiency in Written Content Creation & Editing

Lead private wealth and family office for HNI/UHNI families, driving AUM growth, bespoke multiasset portfolios, estate and tax structures, family governance and nextgen planning with strategic leadership and whiteglove relationship management. Required Candidate profile Trusted advisor to HNI/UHNI families, crafting bespoke portfolios, estate and tax structures, governance and nextgen plans with discreet, longterm, relationship-led stewardship.