13138 Wealth Management Jobs - Page 23

As a Wealth Manager at DBS India, your main role is to deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients with a total relationship value of 6cr INR & above. Your strong background in wealth management, exceptional leadership capabilities, and proven track record in business development will be crucial for success. **Key Responsibilities:** - Establish, manage, and grow the TRV of Treasures Private Client segment by acquiring and nurturing clients with AUM > INR 6cr - Acquire new promoters in small, mid, and large corporate segments, family office, and HNI to improve overall AUM - Identify and secure new clients to increase AUM...

Role Overview: At Tide, we are looking for a Business Finance Team Lead (Loan Against Securities) to drive and scale our LAS vertical within PCS. Your role will involve managing end-to-end business development, revenue ownership, and team management while establishing strong partnerships across the financial ecosystem. You will lead a team focused on sales, revenue generation, and partner enablement, with a mandate to identify, develop, and manage partnerships to expand Tide's Loan Against Securities offerings. This high-impact role requires strong commercial acumen, leadership capability, and a deep understanding of LAS products and financial markets. Key Responsibilities: - Lead, coach, an...

Interview Mode is Online Only Location: Gurgaon Sector 30 Experience: At least 6 months of relevant exp is mandatory Education: Graduate & undergraduate both can apply Salary up to : 37,000 CTC + PF + Incentives Working day is 5 with Both side Cab is available ***TO APPLY:****** Share Resume to 9988265439 HR DIKSHA ( For Quick Response share CV on WhatsApp ) ****BELOW MENTIONED THE DIFFERENT POSITION***** 1. Wealth Management Conduct in-depth analysis of equities, ETFs, cryptocurrencies, and mutual funds. Monitor market trends, corporate actions, dividends, and company financials. Evaluate investment opportunities and prepare detailed research reports. Support strategies for wealth managemen...

The Private Banker responsible for acquiring, managing, and growing a portfolio of HNI / UHNI clients by offering comprehensive wealth advisory services. Strong relationship management skills with deep financial expertise and a tech-forward mindset Required Candidate profile Client Acquisition & Portfolio Growth Acquire HNI/UHNI clients through referrals, networking, and build - manage a high-quality book of clients, AUM growth Wealth Advisory & Investment Solutions. Perks and benefits Best in Industry

Client : AXIS Bank for the post of Burgundy / Affluent relationship manager Location - Raipur (Chhattisgarh) Experience : 5- 12 Years KRA : About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurt...

Job Details: Designation: Team Lead Job Level: JL 4B Work location: Bangalore (Work from Office) Exp: 4-8 years (Team Lead experience is mandatory) Notice Period: Immediate Joiner to 60 Days Shift Timings: Rotational Shift including night shift (US Shift) Qualification: Any Graduate (Full Time Education) Note: Candidate should have the hands-on experience and on paper experience as Team Lead Candidate should have proficiency in Oral & written communication. Skill Set: 4-8 Years exp. with 4-8 years of supervisory exp. in Middle and Back Office Capital Market Ops (Securities Ops, Wealth and Asset Management Ops, Exposure to financial Instruments & Financial markets). Activities like Settlement...

Job Details: Designation: Process Specialist Job Level: JL 3A Work location: Bangalore (Work from Office) Exp: 2-4 years Notice Period: Immediate Joiner only Shift Timings: Rotational Shift including night shift (US Shift) Qualification: Any Graduate (Full Time Education) Note: Candidate should have proficiency in Oral & written communication Skill Set: 2-4 Years exp. with 2-4 years of supervisory exp. in Middle and Back Office Capital Market Ops (Securities Ops, Wealth and Asset Management Ops, Exposure to financial Instruments & Financial markets). Activities like Settlements, Trade Delivery, Affirmation and Confirmation, Failed Trade Tracking, Currency Balancing Monitoring, Depository and...

Job Role - The key areas of responsibilities are as follows 1. Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices and introduce products of AMC across MF / PMS / AIF. 2. Introduce MF / PMS / AIF solutions from AMC product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same. 3. New client acquisition through referrals from existing clients 4. Deepen the relationship and increase the share of wallet for AMC. 5. Network with clients to identify avenues for new business opportunities. 6. Maintain highest level of service and delivery to all clients. 7. Maximise client experien...

Responsibilities: * Manage relationships through effective communication, conflict resolution & negotiation * Collaborate with sales team on mutual fund opportunities

Products/ Services : Lockers, Deposits, Mutual Funds, Insurance Represent SFSL, its values and vision to all prospective customers and present our services Acquire new customers for SFSL, and take accountability in handling their investment portfolios including Lockers and Deposits Meeting Productivity targets as assigned by the Organization on month on month basis. Cross-Sell and Up-Sell to existing clients Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solution based on the analysis. Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis. Maintain customer relations & ensure post sale needs of customers are met. ...

CUSTOMER DEVELOPMENT Job Description Position : Customer Development Organization Name : Sakthifinance Financial Services Limited - SFSL Industry : Banking and Financial Services Products/ Services : Lockers, Deposits, Mutual Funds & iNSURANCE Represent SFSL, its values and vision to all prospective customers and present our services Acquire new customers for SFSL, and take accountability in handling their investment portfolios including Lockers and Deposits Meeting Productivity targets as assigned by the Organization on month on month basis. Cross-Sell and Up-Sell to existing clients Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solu...

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

Perfect Clicks LLC is a leading digital media company based in the USA. We are looking for talented technical writers who would like to join a small, hard-working marketing team. The ideal candidate will have proven success in decoding complex information for target audiences and writing clear, easy-to-understand content on a variety of high-level topics. As a technical writer, you will leverage your communication skills to conduct in-depth market research and write articles for a number of niches including forex broker platforms, proprietary trading, and wealth management. In the trading sector, you'll write on a variety of topics including including bonds, commodities, cryptocurrencies, st...

Role & responsibilities o Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Share CV at 9149271539 References are highly Appreciated!! Interviews on Monday

Responsibilities: * Conduct equity research on cryptos & ETFs * Manage mutual fund portfolios * Analyze investments, manage wealth * Execute trades with precision * Collaborate with clients' financial goals Office cab/shuttle Provident fund

Colliers is looking for Manager / Director | Office Leasing | Gurugram to join our team Roles and Responsibility Manage and oversee the office leasing process from start to finish. Develop and implement effective leasing strategies to achieve business goals. Build and maintain strong relationships with clients and stakeholders. Conduct market research and analyze trends to stay ahead of the competition. Collaborate with cross-functional teams to drive business growth. Provide exceptional customer service and ensure client satisfaction. Job Requirements Proven experience in office leasing or a related field. Strong understanding of the commercial real estate industry. Excellent communication ...

Barclays is looking for Head of DPM, Equities India to join our team Roles and Responsibility Develop and implement strategies to drive business growth and expansion. Lead and manage a team of professionals to achieve business objectives. Build and maintain relationships with clients and stakeholders. Analyze market trends and make informed decisions to optimize business performance. Collaborate with cross-functional teams to identify new business opportunities. Provide guidance and support to junior team members to enhance their skills and knowledge. Job Requirements Strong understanding of equity markets and trading principles. Excellent leadership and management skills. Ability to analyze...

Physical Verification (PV) Drive full-chip DRC/LVS signoff using ICV Debug and close DRC/LVS violations across block-level and hierarchical boundaries and guide the team on fixing them Execute ERC, PERC, antenna checks, metal density, and advanced-node reliability rules in process node 22nm, 16nm or below Own rule-deck interpretation and collaborate with foundries to resolve tapeout waivers and other DRC issues Interface with tool vendors to resolve tool issues on an independent basis Explore and assess new tool features and automate them into the flow Perform layout audits and ensure adherence to technology and process rules IR-Drop / EM Signoff Lead static, dynamic IR-drop, EM and in-rush ...

Company Description Centricity WealthTech, established in January 2022, empowers finance and investment professionals to build independent practices through a robust SaaS-based investment management platform. The platform offers comprehensive digital transactional capabilities and a diverse product suite, tailored to meet client needs. Centricity focuses on delivering a stable and consistent family office experience for investors across emerging affluent, affluent, and high-net-worth categories. With a boutique approach and institutional expertise, Centricity is dedicated to client-focused solutions and innovation in wealth management. Role Description This full-time on-site role, based in C...

Role & responsibilities 1. Business Development & Revenue Growth Drive branch revenue through equity trading, third-party product selling, and new client acquisition. Develop and implement strategies to achieve sales targets and branch profitability. Identify cross-selling and up-selling opportunities across financial products (Mutual Funds, Insurance, PMS, Forex, Financial Inclusion). 2. Team Leadership & People Management Lead, mentor, and motivate equity dealers, relationship managers, and branch staff. Set performance goals, conduct reviews, and ensure continuous learning through training. Build a collaborative, performance-driven culture focused on results. Branch administration, mainta...

Senior Associate / Assistant Manager - Trade Support Bonds - Product Control Position Purpose To provide efficient and well controlled operational support for Bonds and Repo activities in Global Market and ALMT metier The position is highly critical and has heavy interactions with sales/trading and clients in US. Team coverage starts in the US timezone. Team should have appropriate shift to ensure sufficient coverage. Responsible to manage Bond Trade Support team Responsible to develop people in the organization and manage the team with strong leadership. Position is fully accountable Bond Trade Support. Responsibilities Direct Responsibilities Bring Direct contribution to BNPP operational p...

Position Purpose To automate and maintain all our business line projects related artefacts and regression tests. Have requirement related to Mobile based applications. Responsibilities Direct Responsibilities Perform test automation utilizing testing tools such APPIUM, APIs Testing Tools, Cucumber & Gherkin Develop, execute and maintain automation test scripts according to the enterprise Automation Framework standard Also ready to work on Manual test execution (if needed) by creating and maintaining test sets Experience in CI/CD is required Provide technical assistance to other Automation Engineers regarding the enterprise Automation Framework Determine automation feasibility for functional ...

Position Purpose As part of our transformation programs, we need to onboard WM applications on IBM cloud . Within the implementation team, the candidate will work with multiple teams, including APS, Infrastructure, and development teams Responsibilities Direct Responsibilities As a member of the Cloud team, the candidate will: Build and maintain Ansible playbooks and terraform scripts to automate provisioning, configuration and deployments Work on containerization of legacy applications Assist & train other ops profiles on Ansible, Terraform and K8s Contributing Responsibilities Provisioning, Configuration, Deployment, DR Technical & Behavioral Competencies Mandatory skills and behavior comp...

1. Analyse business requirements and transformthem into technical solutions. 2. Map the requirements to Avaloq object modelsand workflows 3. Avaloq programming skills \scripting meterization, Avaloq workflow actions a. Usageof DDIC (data dictionary) b. Reportwriter c. AvaloqMessaging Interface (AMI \/ Web Services \/ API setups) d. Rulessetup (costs, accounting) 4. Experience with SQL and PL\/SQL programming Specifically, for Ops stream requirements \\Must have\\ 1. Knowledgeable on Avaloq modules \STEX,Security events\/transactions, Settlements, Payments, Incoming Payment and MoneyTransfer. 2. Wealth mgt business know\-how about productflows \Cash EQ, AQDQ, Structured Products, Fixed Income...

Trade Reporting, Confirmation and Matching: Reporting of Bonds/CP/PTC trades on NSCCL and ICCL, including bond transfers for sale transactions Reporting of all UCC trades accurately for specific transactions Verifying the details of executed bond trades (price, quantity, counterparty, security identifier) against broker confirmations/counterparties Execute off-market trade transactions as and when necessary Trade Settlements: Instructing the movement of cash and securities to complete a trade (settlement process) Monitoring the settlement process to ensure trades "settle" on time Coordinating/follow-up with the exchange, depository, counterparty and other market participants to ensure smooth...