10351 Wealth Management Jobs - Page 23

Dear Candidate, Kindly send your updated CV at softpathc2@gmail.com or Whatsapp- 8750040317 Role & responsibilities The purpose of this role is to guide and motivate the team of Insignia Relationship Managers for delivering target revenue and balance sheet growth from portfolio under management of Insignia preferred banking clients. The targets should be delivered using relationship management and tactical strategies to acquire new clients, deepen, cross sell, engagement of clients. Preferred candidate profile Must have AMFI and IRDA certifications . Candidates should be based in Noida only. Good communication skills and presentable. Minimum 4 years of experience in the same domain . Regards...

Job Description: Easy Investology is looking for dynamic and experienced professionals for the role of Wealth Relationship Manager . Candidates must have prior experience in Wealth Management, Banking, or Financial Advisory , with strong expertise in handling high-net-worth clients and promoting third-party financial products. Key Responsibilities: Build and maintain strong client relationships. Offer personalized investment solutions across mutual funds, insurance, PMS, and other financial products. Achieve sales and revenue targets through effective client engagement. Ensure client satisfaction and long-term portfolio growth. Eligibility: Only candidates from Banking or Wealth Management b...

Direct Walk-In Opportunity for Financial Services at Tata Consultancy Services Chennai on Saturday 1st November 2025 Note: Candidates with relevant experience can directly attend the interview. Please go through the norms below before you attend. Job Role: Process Expert Process: Wealth Management/Reconciliation/Settlements Walk in Drive Date: Saturday, 1st November 2025. Location: Tata Consultancy Services Ltd, DLF IT Park, 1/124, MP Road, Shivaji Gardens, Nandambakkam Post Manappakam, Chennai - 600089 Timing: 09:00 AM - 12:00 PM Shift: Night (05:30 PM IST to 03:30 AM IST) Notice Period: 0 - 30 Days Candidate to Carry: Updated CV, Photocopy of Aadhaar and EPFO service history, All education...

Some Careers Open More Doors Than Others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. 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 breadt...

Relationship Management profile involving acquiring, growing and deepening HNI / NRI customer relationships through effective portfolio management face of the Bank to the HNI / NRI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Grade : AM / DM /CM/ AVP Perks and benefits Best In Banking Industry* HR Shruti 7049895366

Some Careers Open More Doors Than Others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. 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 breadt...

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry* HR Nkita 8359895366

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry* HR Nkita 8359895366

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry* HR Nkita 8359895366

Position: Cluster Manger-Banca Department: Banca - Axis Bank Location : Kailash Colony / NFC / Motinagar / Gurgaon CTC: 11 Lac Role - Handling team of 10 RM-Sales life insurance. F2F interview Contact Person-Ramesh Sharma -9646227123

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry* HR Nkita 8359895366

Position: RO/SRM Department: Direct Sales -100% Leads based work Location : Haryana CTC: 2.50 TO 4 Lac Role -Sitting in Bank and Sales life insurance. face to face interview. Contact person- Ramesh Sharma-9646227123 & Priyanka Kaur-9878122158

Designation- RM Department- Direct Sales Location- Bangalore / Chennai / Hyderabad Role-100% Leads base work sell life insurance Reporting-BM Face to face Interview Contact person- Ms. Sakshi-9815248167

Role & responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from NRI segment Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment. Identifies current and potential NRI relationship with additional revenue potential and grow business Completes sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Bank NRI Relationships Deepens relationship to increase...

Portfolio Relationship Manager (Real Estate / Asset Management) Location: Mumbai / Chennai / Hyderabad Employment type: Full-time About the role (one line) A leading real-estate & asset-management firm is seeking a seasoned Portfolio Relationship Manager to manage and grow property portfolios for HNI and institutional clients through strategic advisory and relationship leadership. Key responsibilities Own end-to-end relationship management for HNI/investor portfolios — advise on acquisitions, disposals, leasing and portfolio restructuring. Develop and present tailored asset strategies that optimize rental yield, capital appreciation and tax/regulatory outcomes. Build and maintain long-term, ...

Position: RM Department- Direct Sales Reporting-BM Location-Delhi/Ncr Direct Sales-100% Leads based work(Field Sales Work ) CTC: 3 Lac 4.50 Lakhs Face to face Interview Contact Person- Ms. Nisha - 9878056300

Position: RM/SRM Department: Banca Location :Punjab CTC: 2.50 TO 3.50 Role -Sit in bank and Cross Sales life insurance. Hdfc Bank / Axis Bank All Punjab locations Face to Face Interview Contact person - Ms. Sukanya - 8968100603

Job Description : We are looking for enthusiastic and driven individuals to join our Wealth Management team as Relationship Managers . The ideal candidate may be a fresher but should possess sound knowledge of Mutual Funds, PMS, and AIF products . This role requires strong communication skills, a client-first attitude, and a passion for investment management. Responsibilities Build and maintain client relationships while understanding their financial goals and challenges. Recommend suitable investment products (Mutual Funds, PMS, AIF) based on client needs. Assist in portfolio reviews, investment analysis, and reporting. Present value propositions and explain financial concepts to clients in...

Role Overview: We are looking for a motivated and skilled Wealth Manager/Consultant with 4-5 years of experience in wealth management or financial advisory. The ideal candidate will have experience in managing client portfolios, providing financial advice, and supporting investment planning. This role focuses on assisting clients with their financial goals while contributing to business growth. Key Responsibilities: Client Advisory & Relationship Management: Support senior managers in managing a portfolio of HNW & mass-affluent clients. Assist clients with investment planning, financial goal setting, and portfolio reviews. Build trust and maintain long-term client relationships. Investment S...

•Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. •Individually handling clients with the book size of 25 lacs & above. * Cross selling of other products like Mutual fund, PMS, Insurance. * Handling Queries & complains Required Candidate profile .* Acquiring new clients & retaining the old clients by periodic meetings • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Coimbatore Week off - Sunday

Luxury Real estate Sales Professional who can specialize in selling High-End residential properties to affluent clients. Role involves a combination of marketing, Sales and Client Management Minimum 6 Years handling HNI's & UHNI's directly.

Roles and Responsibilities: It is sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products Qualification: - ANY Graduate/PG/MBA from reputed institute or Graduate from good college. Experience: - Minimum 1 to 8 yrs Note: Preferably from BFSI/ NBFC Industry and Freshers are not eligible. Interested candidates can sen...

Responsibilities: Manage $10 million+ client portfolios Acquire new ultra-high net worth clients Handle existing HNIs with discretion & expertise Collaborate on mutual fund & PMS solutions Annual bonus Provident fund