10351 Wealth Management Jobs - Page 25

About Angel One : Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact. Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science. We're a builder's company at heart. Youll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions every single day. The vibe? Think less hierarchy, ...

We are looking for a highly skilled and experienced professional to join our team as a Back office specialist in CHIREC. The ideal candidate will have 2 to 6 years of experience in back office operations. Roles and Responsibility Manage and maintain accurate records and databases. Provide administrative support to the team. Develop and implement effective filing systems, both physical and digital. Coordinate with various departments to ensure smooth operations. Perform data entry and other clerical tasks as needed. Assist in preparing reports and presentations. Job Requirements Proficient in Microsoft Office and other productivity software. Excellent communication and interpersonal skills. A...

We are looking for a skilled professional with 4 to 8 years of experience to join our team as an Associate in the Generative AI Emerging Business Advisory service line at Pricewaterhouse Coopers Service Delivery Center Kolkata. Roles and Responsibility Collaborate with cross-functional teams to develop and implement generative AI solutions. Provide advisory services to clients on emerging business trends and opportunities. Design and deliver training programs to enhance client capabilities. Develop and maintain relationships with key stakeholders and clients. Identify and mitigate risks associated with AI adoption. Stay updated with industry developments and advancements in AI technology. Jo...

About the Role The Business Development Manager will be a pivotal player in the firm's expansion strategy. The role involves building a portfolio of HNW/UHNW clients by providing bespoke investment advisory and solutions. The position offers significant autonomy, direct impact on business growth, and the opportunity to work with a sophisticated ... Business Development Manager Bengaluru/Bangalore, Delhi, Kolkata - Apply JobItUs ATS Business Development Manager Job Description: About the Role The Business Development Manager will be a pivotal player in the firm's expansion strategy. The role involves building a portfolio of HNW/UHNW clients by providing bespoke investment advisory and solutio...

Relationship Manager Job Detailsfor a role within a bank or financial institution that handles car loans, where the relationship manager is responsible for managing dealer relationships and driving business for car financing. These jobs often involve working with car dealerships to source customers, meet business budgets, and manage relationships to ... Posted On: Job ID: Kotak Mahindra Prime RM-New Car loan-Bharuch/ Gandhinagar Vadodara/Baroda - Apply JobItUs ATS Kotak Mahindra Prime RM-New Car loan-Bharuch/ Gandhinagar RM-New Car loan-Vadodara-Bharuch/ Gandhinagar Employment Type: Job Description: Relationship Manager Job Details for a role within a bank or financial institution that handl...

About the Role: We are seeking a Lead or Principal Data Scientist to join a global fintech organization focused on transforming the asset and wealth management space. The ideal candidate will bring deep expertise in Generative AI and Large Language Models (LLMs) to fine-tune models and deliver intelligent, personalized user experiences. Key Responsibilities: Collaborate closely with design and product teams to build and optimize conversational AI experiences. Fine-tune models using LoRA and advanced RAG frameworks with data tailored to specific business use cases. Drive innovation in Generative AI and NLP to enhance product capabilities and scalability. Required Qualifications: Over 10 years...

Leads client services programs while overseeing the development, implementation, and revision of policies and procedures as needed to improve onboarding new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. Communicates results of client services initiatives of the organization to leadership team, including key takeaways and opportunities for improvement. Presents to clients regarding the onboarding process or addresses issues that arise during the client lifecycle. Resolves the most challenging client inquiries facing the client service department by evaluating client-specific circumstances and collabo...

To run a BAU process for all markets To tackle the exceptions on BAU process and provide escalation when is needed. To understand the new business initiatives and analysis the possibility to support the functions based on the current capacity or required for any system enhancement. Able to run the projects or ad hoc tasks when business driven (e.g. system upgrade or Swift upgrade or ad hoc request raised by business). Perform all the ad hoc supports for the supervisor or manager whenever applicable. Requirements Product knowledge: Equity, Bonds, and structured products is preferred Previous experience in dealing with Avaloq system is an advantage Fluent in written and spoken English

Source New to Bank Asset relationships within IBG 4 Segment up to T/O of 100 Crore, aligned to Bank Lending Policy Ensure a good Net Interest Income as well as fee across the portfolio and also ensure regular revenue streams through Cross Sell of Trade, Liabilities, Cash, Treasury, Fee, etc. Play an instrumental role in increasing the Profitability of the Branch. Ensure proper monitoring of Portfolio and maintaining the delinquencies at NIL. Implement & execute IBG4 business strategy to increase market share & to achieve targets consistent with IBG4 Topline and Bottom line targets with focus on a diversified portfolio and reduce concentration risk in the portfolio. Build DBS Brand Value and ...

Kotak Mahindra Bank Limited is looking for RM Professional to join our dynamic team and embark on a rewarding career journey Set performance goals and targets for the locations under your supervision Monitor the performance of the locations and identify areas for improvement Provide support and guidance to location managers and employees to help them meet performance goals Conduct regular meetings with location managers to discuss performance and address any issues or concerns Develop and implement strategies to improve customer satisfaction and retention Develop and implement policies and procedures to ensure compliance with company standards Manage the budget for the region and ensure that...

About Angel One : Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact. Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science. We're a builder's company at heart. Youll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions every single day. The vibe? Think less hierarchy, ...

Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

SUMMARY: - The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - • Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. • Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and ...

Job Specifications Role Designation: Sr RM/RM Investment Products Department: Investment Products Function: Sales/Wealth Management Company: MOFSL Reporting to: Cluster Manager Location: Ahmedabad, Surat Job Purpose The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 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 give...

We seek a sharp, driven, and experienced Product Manager to lead our investments vertical, focusing primarily on mutual funds. This role requires someone who understands investment products deeply, has a user-first mindset, and can work seamlessly with design, tech, and business teams to build scalable solutions Role & responsibilities - Own and evolve the investment products roadmap, with a strong focus on mutual funds. Understand advisor/distributor needs and translate them into intuitive product experiences. Collaborate closely with Tech, design, and sales to deliver high-impact product features. Conduct data-driven analysis to identify trends, performance, and growth opportunities. Ensur...

Job Summary: We are looking for dynamic and result-oriented Wealth Managers who will be responsible for acquiring, managing, and growing high-value client relationships by providing expert financial and investment advisory. Key Responsibilities: Drive business development through mutual funds, insurance, PMS, and other investment products via unbiased and high-quality advisory. Develop new client relationships and manage existing ones to ensure revenue growth, profitability, and client satisfaction. Manage and motivate the sales team to achieve financial targets and business objectives. Acquire and maintain relationships with Retail, HNI, Ultra HNI, and Corporate clients . Cross-sell insuran...

About The Role Project Role : Application Designer Project Role Description : Assist in defining requirements and designing applications to meet business process and application requirements. Must have skills : SAP Portfolio and Project Management Good to have skills : NA Minimum 12 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Designer, you will assist in defining requirements and designing applications to meet business process and application requirements. A typical day involves collaborating with various stakeholders to gather insights, analyzing user needs, and translating them into functional specifications. You wil...

About The Role Skill required: Talent & HR - Talent Management Designation: Portfolio Delivery Lead Senior Manager Qualifications: Any Graduation Years of Experience: 16 to 25 years Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song" all powered by the world's largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. ...

Process required paperwork and provide customer Service for new and existing business This may include new business applications, maintenance items, transfer paperwork and various other supplemental accounting paperwork Begin to process required paperwork and provide basic customer service for new and existing business This may include new business applications, maintenance items, transfer paperwork and other various supplemental accounting paperwork Review broker dealer new business submissions for accuracy and completeness Identify cases that are not in good order (NIGO) in order to alert our Field force for resolution Process client data into back-office systems with a high level of accur...

We are looking for a Fixed Income Dealer to manage bond and debt market execution for our PMS portfolios The role involves trade execution, market tracking, and ensuring regulatory compliance, with a strong focus on optimizing returns for clients Key Responsibilities: Deal Execution: Execute trades in corporate bonds, government securities (G-Secs), treasury bills, commercial papers, and structured products for PMS portfolios Portfolio Support: Work with the fund manager to implement strategy, rebalance portfolios, and manage cash efficiently Market Tracking: Stay updated on interest rates, RBI policy, credit ratings, primary issuances, and bond market trends Share insights with the team Dea...

As the Vice President within the Asset and Wealth Management Client Onboarding Regulatory & Analytics Center of Excellence (CoE), you will lead high-impact initiatives such as data quality root cause analysis and regulatory inquiries You will collaborate with business, technology, and control partners to deliver insights and support both regulatory and management requests The role requires a strong technical background and expertise in modern data environments and advanced analytics tools You will ensure analytic approaches are robust, scalable, and compliant with goverce standards, while effectively communicating findings to both technical and non-technical stakeholders You will promote inn...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose: To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having a total relationship value => INR 30 lakhs through need-based approach ...

We're Hiring: Wealth/Relationship Manager Direct Channel Locations: Indore, Nagpur, Bhopal, Mumbai & Pune 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 Experience: 1-6 Years In...

About The Role Project Role : Application Designer Project Role Description : Assist in defining requirements and designing applications to meet business process and application requirements. Must have skills : SAP Portfolio and Project Management Good to have skills : NA Minimum 12 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Designer, you will assist in defining requirements and designing applications to meet business process and application requirements. A typical day involves collaborating with various stakeholders to gather insights, analyzing user needs, and translating them into functional specifications. You wil...