10351 Wealth Management Jobs - Page 22

Role & responsibilities Responsible for research and due diligence on Mutual Funds, PMS, and AIFs. Analyze fund strategies, performance, and portfolio suitability. Develop product materials and collaborate with fund partners. Deliver market insights, client communications, and portfolio reviews. Ensure compliance with SEBI/AMFI guidelines and support digital reporting, training, and internal updates. Preferred candidate profile Graduate/Postgraduate in Finance, Economics, or related field; CFA/CA/MBA preferred. 410 years of experience in investment research, product strategy, or portfolio advisory. Strong understanding of mutual funds, PMS, AIFs, and macroeconomic indicators. Excellent commu...

1.Knowledge about Capital Market & Stock Market 2.Learning about Equity, Capital Markets & Research related 3. Work closely with Internal Departments 4. Assess the performance of Stocks & Investments Interested shall send CV by whatsapp:93110 85557

Designation : Relationship Manager Customer Engagement 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 ...

About Us GrowMo360 is a SEBI Registered Alternative Investment Fund (AIF) and an Investment Banking Firm. The objective of GrowMo360 is to address the unique challenges and opportunities within the Indian economic landscape. As an Alternative Investment Fund (AIF), we provide vital capital to Indian Businesses, helping them scale and realize their full potential. Position: Director of Business Development & Investor Relations We are seeking an ambitious and high-energy female leader from the banking, wealth management, or investment industry. The ideal candidate will have strong client relationship skills, proven marketing and networking abilities, and the drive to identify and secure invest...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and expand existing ones through various channels such as Priority Banking, Preferred Banking, and Wealth Management. Identify opportunities for cross-selling of retail liabilities products like CASA deposits to increase revenue growth. Develop and maintain strong relationships with HNI clients by providing exceptional service quality standards. Collaborate with internal teams to resolve client issues promptly and efficiently. Analyze market trends and competitor activity to stay ahead in the competition. Desired Candidate Profile 9-14 years of experience in Retail Branch Banking or ...

Responsibilities: * Manage HNI client portfolios through NISM compliance & PMS expertise. * Provide investment advice, financial planning & relationship management. * Acquire new HNIs, expand existing relationships. Mobile bill reimbursements Retention bonus Sales incentives Travel allowance Health insurance Annual bonus

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...

Role & responsibilities New product development- new fund ideation and research and development for launching new products including New Asset Class/Alternate Funds, International and Gift City funds and domestic mutual fund products. Work on asset allocation models to provide bundled solutions through fund of fund structure products. Analyze the existing products and its related features to enhance the appeal of the product. Provide product/marketing related literature and work with Investment Team to prepare Market Outlook Reports and communication of portfolio strategy. Peer Group Analysis with competitor funds. Prepare due diligence reports for global fund mandates and for various distri...

Duties and Responsibilities Meeting & exceeding business goals/targets in different products ie. Loans & Insurance bundled/Non Bundled through Lead fulfillment & Field Activity on existing Data Base Manage Key Responsibilities: Manage and drive personal loan (PL) business for the prime customer segment in the assigned territory (T1). Achieve sales and disbursement targets through effective channel and team management. Conduct credit assessments in line with company policy and ensure timely decision-making. Coordinate with sales, credit, risk, and operations teams to ensure smooth customer onboarding. Monitor and control delinquency levels and maintain a high-quality portfolio. Support the im...

Duties and Responsibilities Meeting & exceeding business goals/targets in different products ie. Loans & Insurance bundled/Non Bundled through Lead fulfillment & Field Activity on existing Data Base Manage Key Responsibilities: Manage and drive personal loan (PL) business for the prime customer segment in the assigned territory (T1). Achieve sales and disbursement targets through effective channel and team management. Conduct credit assessments in line with company policy and ensure timely decision-making. Coordinate with sales, credit, risk, and operations teams to ensure smooth customer onboarding. Monitor and control delinquency levels and maintain a high-quality portfolio. Support the im...

Duties and Responsibilities Meeting & exceeding business goals/targets in different products ie. Loans & Insurance bundled/Non Bundled through Lead fulfillment & Field Activity on existing Data Base Manage Key Responsibilities: Manage and drive personal loan (PL) business for the prime customer segment in the assigned territory (T1). Achieve sales and disbursement targets through effective channel and team management. Conduct credit assessments in line with company policy and ensure timely decision-making. Coordinate with sales, credit, risk, and operations teams to ensure smooth customer onboarding. Monitor and control delinquency levels and maintain a high-quality portfolio. Support the im...

Duties and Responsibilities Meeting & exceeding business goals/targets in different products ie. Loans & Insurance bundled/Non Bundled through Lead fulfillment & Field Activity on existing Data Base Manage Key Responsibilities: Manage and drive personal loan (PL) business for the prime customer segment in the assigned territory (T1). Achieve sales and disbursement targets through effective channel and team management. Conduct credit assessments in line with company policy and ensure timely decision-making. Coordinate with sales, credit, risk, and operations teams to ensure smooth customer onboarding. Monitor and control delinquency levels and maintain a high-quality portfolio. Support the im...

Duties and Responsibilities Meeting & exceeding business goals/targets in different products ie. Loans & Insurance bundled/Non Bundled through Lead fulfillment & Field Activity on existing Data Base Manage Key Responsibilities: Manage and drive personal loan (PL) business for the prime customer segment in the assigned territory (T1). Achieve sales and disbursement targets through effective channel and team management. Conduct credit assessments in line with company policy and ensure timely decision-making. Coordinate with sales, credit, risk, and operations teams to ensure smooth customer onboarding. Monitor and control delinquency levels and maintain a high-quality portfolio. Support the im...

Role & responsibilities Job Roles and Responsibilities Relationship Manager wealth Client Relationship Management Build and maintain long-term, trusted relationships with Yes Premia clients. Act as the single point of contact for all banking and financial needs of high-net-worth individuals (HNIs). Ensure regular engagement with clients through meetings, calls, and digital interactions to understand evolving needs. Portfolio Management Manage a portfolio of premium clients with a focus on growing the relationship value. Monitor client portfolios and suggest adjustments based on market conditions, risk appetite, and financial goals. Conduct periodic portfolio reviews and performance tracking....

You will be responsible for P&L and Drive AUM growth and business expansion across IFAs, Banks, and National Distributors

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 ...

Job Description Relationship Officer (Wealth Management / DST Division) Role & Responsibilities: Engage with existing and potential clients to understand their financial goals and design suitable wealth management strategies. Acquire new clients through ethical and relationship-driven sales practices. Retain and grow client relationships through consistent follow-ups, financial reviews, and proactive service. Cross-sell multiple financial products including Mutual Funds, SIPs, Insurance (Life, Health & General), and goal-based investment solutions. Contribute to business growth through client referrals and innovative sales approaches. Ensure client satisfaction through transparency, professi...

Handle portfolio of HNI Clients, of all Banks Group products, services & resources in order to maximize the value Manage the Buss & Br banking and investments relationship with clients knowledge of CASA, CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 1 - 5 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts Perks and benefits Fixed CTC + Incentives Quarterly + Conveyance

You will be joining Getfive Advisors Pvt Ltd., a SEBI-registered Merchant Banking firm with offices in Mumbai and Ahmedabad. The firm specializes in IPOs, pre-IPO private equity fund-raising, and managing an AIF focused on late-stage companies. As a Relationship Manager- Corporate Banking reporting to the Managing Director, your role will be crucial in driving business growth through various channels. Your responsibilities will include: - Identifying, approaching, and building partnerships with wealth managers, financial consultants, chartered accountants, investment advisors, family offices, portfolio managers, and other advisors. - Generating new leads through strategic partnerships, advis...

As a Business Development and Financial Analyst, your role involves addressing HNI clients for their investment requirements. You will offer an exclusive product bouquet and superior service delivery to help clients achieve their short term and long term investment goals. This includes proper profiling and offering of Debt products, Structures, Equities, Mutual Funds, Fund based Real Estate products, and other Investment products. Key Responsibilities: - Address HNI clients for investment requirements through exclusive product bouquet and superior service delivery - Assist in achieving client's short term and long term investment goals via proper profiling and offering of financial products ...

You will be joining Private Wealth Management (PWM) team at Morgan Stanley Wealth Management, specifically focusing on the ultra-high net worth (UHNW) client segment. As the PWM Team Lead Vice President in Mumbai, you will be responsible for driving critical UHNW strategic initiatives and overseeing the Specialty Segments teams. Your key responsibilities will include: - Driving the strategy, development, and project management for critical UHNW strategic initiatives such as new service offerings, asset growth opportunities, and process enhancements - Providing daily oversight of the Specialty Segments teams based in India, including PWM Analysts, Risk, Service, and MS Wealth Canada - Identif...

You will be responsible for identifying, approaching, and acquiring new clients through field visits, referrals, and networking. You must present and explain the banks investment and wealth management products clearly and confidently. Additionally, you will conduct financial needs analysis to recommend suitable investment options based on client goals and risk profiles. Meeting and exceeding monthly and quarterly sales targets is crucial, along with maintaining regular contact with existing clients to ensure satisfaction and identify cross-selling opportunities. Qualifications Required: - Bachelor's degree is mandatory. - Prior experience in sales (Minimum 1 year of experience). - Excellent ...

As a Client Wealth Partner at BlissMoney Fintech Pvt. Ltd., you will be responsible for acquiring, advising, and managing high-net-worth clients to offer tailored wealth solutions that align with their long-term financial goals. Your role will be pivotal in contributing to the growth of BlissMoney's private client base and delivering exceptional client experiences. **Key Responsibilities:** - Identify and onboard new HNI clients through networking, referrals, and strategic outreach - Contribute to the expansion of BlissMoney's private client base - Understand client objectives, risk profiles, and life goals to recommend suitable investment solutions - Build and nurture trust-based relationsh...

As a Sr. Private Wealth professional in Mumbai, your role involves managing and growing a portfolio of Ultra high-net-worth clients. Your responsibilities include providing comprehensive wealth management and financial advisory services to your clients. Key Responsibilities: - Managing and growing a portfolio of Ultra high-net-worth clients - Providing comprehensive wealth management and financial advisory services - Managing a team of Private Wealth Managers - Creating customized investment strategies - Conducting financial analysis - Reviewing client accounts to ensure alignment with investment goals - Collaborating with internal teams - Participating in business development activities - P...

Role Overview: As the Market Data Operations Lead at Addepar in Pune, India, you will play a crucial role in ensuring that Addepar's clients have access to timely and accurate data for making informed investment decisions. You will be responsible for overseeing the processing of market data feeds, implementing verification checks to maintain data quality, and collaborating with engineers to support new product launches. Your role will involve daily communication with data providers, clients, and internal teams to ensure seamless operations. Key Responsibilities: - Pioneer the Market Data Operations function and build a team of top-tier analysts. - Establish procedures for internal verificati...