3643 Wealth Management Jobs - Page 25

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 and 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 NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience. Key Skills Client relationship management: Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication: Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills: Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation from a recognized institute AMFI and NCFM certifications Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills

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 and 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 NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience. Key Skills Client relationship management: Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication: Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills: Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation from a recognized institute AMFI and NCFM certifications Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills

To present a competitive EBS proposition which will help the Bank get an entry with a corporate and will add to revenue by way of incremental uploads To ensure the quality of corporates acquired as per the required guidelines To build rapport with Key Influencers in all corporates empanelled as we'll as targeted for empanelment To liaise with Corporate Banking and Global Banking RMs and leverage the internal opportunity available in the bank To grow the share of accounts from a corporate by engaging with Key Influencers post hand over to to manager for cross sell To generate a regional plan and pipeline of corporates targeted for acquisition To implement marketing events and promotions to generate business in their catchments, in conjunction with support departments such as INM MKT Ensure delivery of a consistently excellent customer experience. Focus on striving to develop new relationships outside HSBC that will deliver sustainable growth and profitability. Requirements Post graduate (masters) preferably Experience at least 2-5 years. Additional Information Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.

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 and 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 NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience. Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities : Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation from a recognized institute AMFI and NCFM certifications Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills

About Client Hiring for One of the top most MNC!! Job Description Job Title : Business Analyst Qualification : Any Graduate or Above Relevant Experience : 5 to 15 Years MAIN SKILL UML, Agile, Banking & Finance MBA Graduate Knowledge on Banking Wealth Management Location : Bangalore/Gurgram/Chennai CTC Range : 35 LPA TO 40 LPA Notice period : ANY Shift Timing : N/A Mode of Interview : VIRTUAL Mode of Work : WORK FROM OFFICE Vardhani IT Staffing Analyst Black and White Business solutions PVT Ltd Bangalore, Karnataka, INDIA. 8686127477 I vardhani@blackwhite.in I www.blackwhite.in

Detailed job description - Skill Set: Technically strong hands-on Self-driven Good client communication skills Able to work independently and good team player Flexible to work in PST hour(overlap for some hours) Past development experience for Cisco client is preferred.

About IHCL Indian Hotels Company Limited (IHCL) is a part of the Tata Group and is one of South Asias largest and most iconic hospitality companies. With a legacy of over 120 years, we are dedicated to delivering exceptional experiences to our guests through our diverse portfolio of hotels, resorts, and palaces. Job Objective Essential Job Tasks Areas of Responsibility Required Qualifications Work Experience Languages Needed in Position Key Interfaces- External Key Interfaces- Internal Behavioural Competencies Effective Communication Resilience Accountability Teamwork Judgement & Analysis Learning Agility Equal Opportunities Employment at IHCL .

WEALTH MANAGEMENT Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. YOUR IMPACT Does controlling and managing risk interests you? Our PWM Control and Risk Management team is looking for a professional to play a key role in safeguarding the client and Firm s risk by monitoring PWM client and employee accounts to ensure adherence to Goldman Sachs policies and Federal regulations. The Control and Risk Management team is looking for a professional who will be responsible for monitoring PWM accounts to ensure adherence to Goldman Sachs policies and Federal regulations. CRM also ensures that the clients and sales team s custody needs are met. Specific functions include asset transfer review and approval and monitoring of exceptions to identify potential regulatory and trading restrictions Operations is a dynamic, multi-faceted division that partners with all areas of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. Alongside this vital service delivery role, Operations provides essential risk management and control, preserving and enhancing the firm s assets and its reputation. For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow. Operations span all product lines and markets, serving as internal business partners who develop the processes and controls, and help to specify the systems that deliver accuracy, timeliness and integrity to our business. CRM ensures that the clients and sales team s custody needs are met. Specific functions include asset transfer review and approval and monitoring of exceptions to identify potential regulatory and trading restrictions, supporting Merchant Bank and Execution Service asset transfer requests, and coordinating and testing AMS/AMR enhancements with impact to Max Payable. BUSINESS UNIT OVERVIEW Private Wealth Management (PWM) Operations supports Private Wealth Management, which is responsible for advising wealthy individuals on strategies to build and protect their financial assets through highly customized advice and service. PWM Operations is instrumental in meeting our clients needs and is responsible for the development, service delivery and control of global private banking; proprietary and open architecture alternative investment vehicles; derivatives trading; bookkeeping, accounting, performance measurement and reporting of Goldman-custodied assets and away-custodied assets; multiple externally managed account platforms; and multiple custody services. JOB SUMMARY AND RESPONSIBILITIES The Operations Associate is in charge of day-to-day operations and the long-term success of the control and risk management account. Perform daily control and risk management functions for a regional office account base Authorize high risk asset movements leaving client accounts Perform regulatory and risk related exception processing Maintain integrity of customer accounts Enforce Regulations and GS policy Demonstrates comprehensive understanding of job-related operational and compliance procedures and grow to be process champion for the team Calculate/execute daily FSA(Financial Services Authority) Client Money balance/process Calculate and publish RQ(Risk Quotient) scores and help assess RCSA(Risk and Control Self-Assessment) items Identify, develop and drive process improvements within the team and participate in department initiatives Develop strong working relationships with Technology to help address technology-related issues and prioritize various projects/initiatives BASIC & PREFERRED QUALIFICATIONS Bachelor s degree with a minimum of 2- 3 years of experience in financial services Proven client service skills, teamwork and a sense of urgency to fulfill time sensitive and highly confidential tasks Ability to develop and nurture relationships with senior business leaders within cross divisional a team Self-motivated and proactive team player who takes ownership and accountability for projects, has strong organizational skills as well as the ability to effectively manage competing priorities Flexible and able to work well under pressure in a team environment Strong written and verbal communication skills Proficiency using the Microsoft Office Suite in particular Excel, PowerPoint and Microsoft Word Knowledge of the margin business preferred Strong analytical and data skills

Project description The WMI Core stream provides Core Banking capabilities across WM International locations, and works towards integration and synergies across WMI locations, driving capability-driven and modular platform strategy for Core Banking. We are seeking a Senior Business Analyst with deep expertise in Temenos Transact, specifically in the Securities and Private Banking modules. The candidate will drive requirement gathering, gap analysis, and solution design for complex banking implementations. Responsibilities Lead requirements elicitation workshops with stakeholders. Analyze and document business requirements across Securities, Custody, Wealth Management, and Private Banking domains. Define and validate functional specifications aligned with Temenos Transact capabilities. Collaborate with technical teams for solution alignment and product configuration. Assist in SIT, UAT, and deployment phases, ensuring solution quality. Prepare user manuals, process flows, and training material. Skills Must have 8+ years as a Business Analyst in the core banking domain. 5+ years of specific experience with Temenos Transact (Securities, Private Banking modules). Strong understanding of securities operations (trading, settlement, safekeeping). Excellent communication, stakeholder management, and documentation skills. Exposure to Agile delivery models is an advantage. Nice to have Experience in Agile Framework

Project description We are looking for a highly experienced Triple A Plus (TAP) Core Expert to join our Wealth team. The ideal candidate will have 912 years of experience implementing, configuring, and supporting Temenos WealthSuite Front Office (Triple A Plus) solutions. This role requires deep functional and technical expertise across portfolio management, client advisory workflows, discretionary/mandate services, and integration with core banking or digital channels. Responsibilities Act as a subject matter expert for Temenos Triple A Plus (TAP) solution within wealth management transformation programs. Lead the design, configuration, and implementation of portfolio management and advisory services using TAP. Customize and optimize TAP components such as Portfolio Modelling, Performance Analytics, Risk Profiling, Order Management, and Client Book. Work closely with Relationship Managers, Product Owners, and Business Analysts to gather requirements and translate them into TAP configurations or customizations. Develop and maintain business rules, screens, workflows, and scripts within the TAP Studio environment. Integrate TAP with core banking systems (e.g., T24/Transact), CRM, reporting engines, and digital front ends using APIs or messaging frameworks. Support system upgrades, patching, and UAT activities, ensuring minimal business disruption. Troubleshoot and resolve functional and technical issues in TAP, ensuring high availability and performance. Provide training and documentation for business and IT teams. Stay abreast of Temenos roadmap developments in WealthSuite and suggest improvements or innovations. Skills Must have 912 years of experience working with Temenos Triple A Plus (TAP) in wealth or private banking environments. Strong functional understanding of wealth management, investment products, client risk profiling, mandates, discretionary services, and portfolio lifecycle. Technical proficiency in TAP Studio, business rule engines, UI configuration, and script development. Experience with TAP modules like Model Portfolio Management, Rebalancing, Compliance Checks, Simulation, Order Workflow, etc. Knowledge of TAP integration models, including OFS, Web Services, REST APIs, or message queues. Familiarity with TAP data model, versioning, and environment management. Exposure to TAP-T24 integration and understanding of underlying data synchronization. Experience supporting production systems, debugging issues, and engaging with Temenos support teams. Strong documentation, communication, and stakeholder engagement skills. Nice to have Temenos certification in Triple A Plus / WealthSuite Front Office. Experience with Temenos WealthSuite deployments on Temenos Infinity or cloud-native environments. Background in private banking or HNW client segments is a plus. Understanding of regulatory reporting, ESG investing, or MiFID II compliance within wealth platforms.

Project description The portfolio of projects is run by a talented team that works on mission-critical applications for top-level global financial institutions. The team provides wide range of services to end customers within Temenos space, including greenfield implementation, upgrades, delivering new features and running support services. The Team consists of experienced consultants and boasts an informal atmosphere based on collaboration and trust. Do not miss your chance to make early contribution to Luxoft Temenos practice development. Responsibilities Experience8+ years of total working experience with 5+ years of experience as a Business Analyst with a focus on securities and wealth management Deep knowledge and experience in Securities Borrowing & Lending and Collateral management functionalities and workflows Extensive experience with Temenos Transact (T24) implementation and customization projects. Proven experience in Temenos Transact / T24 Securities, Corporate actions, SBL modules covering all market products Proven track record of successful project delivery in the financial services industry. Strong understanding of securities and wealth management processes and systems. Excellent analytical, problem-solving, and communication skills. Proficiency in business analysis techniques and tools. Ability to work independently and as part of a team. Strong stakeholder management and interpersonal skills. Project management skills, including experience with project management methodologies and tools. Skills Must have QualificationsEducationBachelor's degree in Finance, Business Administration, Computer Science, or a related field Experience8+ years of total working experience with 5+ years of experience as a Business Analyst with a focus on securities and wealth management Deep knowledge and experience in Securities Borrowing & Lending and Collateral management functionalities and workflows Extensive experience with Temenos Transact (T24) implementation and customization projects. Proven experience in Temenos Transact / T24 Securities, Corporate actions, SBL modules covering all market products Proven track record of successful project delivery in the financial services industry. Strong understanding of securities and wealth management processes and systems. Excellent analytical, problem-solving, and communication skills. Proficiency in business analysis techniques and tools. Ability to work independently and as part of a team. Strong stakeholder management and interpersonal skills. Project management skills, including experience with project management methodologies and tools. Nice to have -

Role & responsibilities Stock Broker Client Acquisition & Broking Generation Preferred candidate profile We are looking for a proactive Stock Broker to focus on acquiring new clients and generating broking revenue. The role involves client onboarding, managing investment portfolios, and driving daily trading activity across various market segments.

This is for Angle one franchisee office Role & responsibilities This is for Angle one franchisee office Stock Broker Client Acquisition & Broking Generation Preferred candidate profile We are looking for a proactive Stock Broker to focus on acquiring new clients and generating broking revenue. The role involves client onboarding, managing investment portfolios, and driving daily trading activity across various market segments.

: Job Title Trade and Transaction Operator - NCT LocationJaipur, India Role Description You will be responsible for Handling the processing of funds transactions (Mutual, Hedge, PE/RE), including Subscription, redemptions, and transfers and ensuring these are executed and sent to Transfer Agents and Fund Administrator in timely and accurately manner. Ensuring the completion of Onboarding of funds in our internal system and complete the AML/KYC of the organization/client with Transfer Agents and Fund Administrator Ensuring the completion of asset set up in internal system to ensure placement of the orders Candidate would need to ensure adherence to all cut-off times and quality of processing as maintained in SLAs Builds and maintains relationships with internal stakeholders - Fund Desks, Relationship Center, COO, Transfer Agents, Fund Administrator, AML, ORM, Technology, as well as with Service Providers. Ensures the escalation of operational, regulatory, and other risks to line manager and functional leads as appropriate; contributes to the development and implementation of mitigation or control solutions. Candidate would need to ensure adherence to all cut-off times and quality of processing as maintained in SLAs. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Ensure quality/quantity of processing is maintained as per the SLA. Should be capable in handling multiple deadlines. Ensure to process execution for all orders in given TAT. Understanding of downstream and upstream of Funds Process workflow Drive Partnership value with various internal teams and liaison with onshore and supporting teams. Checklist to be maintained and reviewed daily. Escalate all issues in time, to the appropriate level, to avoid any adverse impact on the business. Takes ownership for own career management, seeking opportunities for continuous development of personal capability and improved performance contribution Your skills and experience Diploma/Degree in related discipline (Banking/Finance preferred but not necessary) Strong knowledge in Funds product class and its execution (Mutual Funds, Hedge Funds, Private Equity & Real Estate) Strong background in Wealth Management products and operations, preferable with 2 - 4 years experience Ability to work in fast paced environment with different teams cutting across variable functions Detailed oriented, highly organized with creative problem-solving skills A desire to keep pace product, system and market knowledge in the product line and be open minded, able to share information, transfer knowledge and expertise to team members An independent and proactive worker with good communication skills. High attention to details and good time management skills are essential How well support you . . . .

Job Title: Relationship Manager Location: Sector-125, Noida Employment type: Full-time/Permanent Overview: This is a full-time on-site role for a Relationship Manager at Brand Realty Investors Group located in Noida. We are seeking a dynamic and results-driven individual to join our team as a Business Development and Investor Relations Lead. The primary responsibility of this role is to foster strong relationships to attract new investors and service them. Responsibilities: Develop and execute strategies to attract new investors through network/referrals, conducting market research, attending networking events, and leveraging existing connections. Present investment opportunities to potential investors and address any inquiries or concerns they may have. Handling and Profiling of company structured Real Estate related investment products and pitching them to HNI/ Ultra HNI. Growth through service to Investors.

We are looking for an experienced Avaloq parameterizationspecialist to strengthen the current team. Candidates are expected to providestrong technical skills in requirements gathering, software development andsolution design. Candidates also require work experience with the AvaloqBanking Suite. Avaloq parameterization, development of software changes including unit testing with minimum 2 years of Avaloq Development experience. Understand user requirements and provide solutions using Avaloq Parametrization. Work with business stakeholders on solution requirement including mapping business process, establishing project scope and goals. Having a good understanding of Wealth Management/ Investment Banking products. Fundamentals of Avaloq Customization (ACP)/ ACCP Certified is big advantage. About you: Software development / Avaloq parameterization. Solid understanding of Oracle databases and PL/SQL. Requirements engineering and solution design. Analytical, structured and efficient way of working. Ability to deliver complex solutions independently. Good command of English and excellent communication skills. 2+ Years of experience in Avaloq development. University degree or equivalent in engineering, preferably in computer science. General software programming experience. Avaloq parameterization and development ofcustomized functionality.

Client Engagement and Relationship Management: Address HNI and ultra HNI clients for investment requirements, through an exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various Investment products. Profiling Customers and provide financial products to meet customer needs. Direct closely with Relationship Managers to support client portfolios and execute wealth management strategies. Market Research and Analysis: Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios. Direct Relationship Managers to identify cross-selling and upselling opportunities. Financial Planning and Reporting: Guide in developing personalized financial plans, taking into consideration clients' unique goals, risk tolerance, and preferences. Prepare and deliver accurate and insightful financial reports, investment summaries, and performance matrix for client presentations. Set and achieve cluster-level businessRole & responsibilities

Role & responsibilities Support the companys distribution initiatives by strengthening relationships with key distributors and IFAs. Drive market share and brand visibility by engaging with select partners and onboarding new distributors. Conduct joint sales calls with team and assist in documentation, and provide product training support. Gather and channel key market intelligence and feedback to the Products and Investments team. Coordinate with the Investment team for product insights, distributor meetings, and conference calls. Work closely with Operations and Customer Service teams to ensure a smooth and consistent client experience. Maintain strict adherence to regulatory requirements, internal compliance standards, and uphold the firms brand values. Ensure timely completion of mandatory certifications, KYC norms, and stay updated on latest regulatory changes. Continuously enhance knowledge of products, sales techniques, and industry best practices. Preferred candidate profile

*Client Engagement and Relationship Management: Address HNI and ultra HNI clients for investment requirements, through an exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various Investment products. *Profiling Customers and provide financial products to meet customer needs. *Direct closely with Relationship Managers to support client portfolios and execute wealth management strategies. *Market Research and Analysis: *Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios. *Direct Relationship Managers to identify cross-selling and upselling opportunities. Financial Planning and Reporting: *Guide in developing personalized financial plans, taking into consideration clients' unique goals, risk tolerance, and preferences. *Prepare and deliver accurate and insightful financial reports, investment summaries, and performance matrix for client presentations. *Set and achieve cluster-level businessRole & responsibilities

Do you enjoy problem solving and collaborationDo you have proven experience in working with clients within financial servicesAre you detail oriented, even when multitaskingDo you know how to shine in a supporting role We re looking for a Core Servicing Specialist to: Support the Securities Backed Lending business Support UBS Bank USA with providing clients with Non-Purpose and Purpose loans Collaborate with the business to run successful lending campaigns Work with team members to promote change both operationally and through IT enhancements Degree in finance/ accounting / economics preferred. 1-3 years + Financial Services Operations experience. Excellent analytical, communication and interpersonal skills. Extremely attentive to detail. Have the ability to communicate both verbally and written at all levels of the firm and be client centric. Strong organizational skills, concern for quality & accuracy. Ability to work well under pressure, strong ability to multitask and prioritize tasks. UBS is the world s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

Are you a strong communicator with a background in KYC and client onboardingAre you passionate about supporting a strong risk and control culture by ensuring high standards in client due diligence, onboarding, and periodic KYC Reviews (PKR), in line with internal policies and industry best practices We re looking for a KYC Analyst to: perform initial review of client files and requests received from Financial Advisor teams on new account openings, including name and adverse media screening according to internal and external regulations execute the Know Your Client (KYC) activities, ad-hoc regulatory requirement reports, and remediations conduct Periodic KYC Reviews (PKR) of existing WM US clients, transactional reviews for high and higher risk clients, and screening of all counterparties as per AML US policy requirements capture client static data based on client and front office documentation perform qualitative reviews of client files to test the execution quality of various WM processes, including new account openings, account maintenance, and name and adverse media screening conduct first-line-of-defense (1LoD) testing of key Customer Due Diligence (CDD) controls to assess adherence to AML (anti-money laundering) policy and procedural requirements ensure client vetting data and document processing comply with regulations, branch guidelines, standards, and UBS policies for all new accounts ensure client vetting data and document processing comply with regulations, guidelines, standards and UBS policies for all new accounts complete of Final Due Diligence Checklist and negative news searches ideally 2 or more years of experience in KYC, AML/Compliance, Risk Management, and/or Legal background bachelor s degree or international equivalent required; advanced degree is a plus experience in performing screening for individuals and entities strong understanding of Wealth Management and various banking products and services result-oriented, assertive, and possess strong analytical thinking and critical reasoning skills ability to effectively handle a fast-paced environment and successfully meet established deadlines ability to interact and work closely with business stakeholders at all levels of seniority UBS is the world s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

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 and 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 NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience. Key Responsibilities Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation from a recognized institute AMFI and NCFM certifications Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

Hi, We are hiring - Fintech startup. HSR Layout, Free lunch daily for our employees. 2 Saturday's and all Sunday's off. Role Overview We are seeking a proactive and relationship-oriented Relationship Manager to join our team. The primary focus of this role is to manage a set of distributors, drive business growth, and ensure long-term partnerships while providing exceptional support to both distributors and their customers. Key Responsibilities and Accountabilities (KRAs) Distributor Management Manage a portfolio of assigned distributors Push distributors to achieve business targets and grow their loan against mutual funds portfolio Build and maintain long-term relationships with distributors Conduct regular meetings and check-ins to understand distributor needs and challenges Business Development Encourage and motivate distributors to increase their loan against mutual funds business Identify and capitalize on growth opportunities within the distributor network Collaborate with distributors to develop strategies for expanding their customer base Problem Solving and Support Act as the primary point of contact for distributors and their customers Promptly address and resolve issues faced by distributors and their customers Escalate complex problems to appropriate internal teams and follow up until resolution Distributor Education and Enablement Guide distributors on how to enable their customer base to take loans against mutual funds instantly Provide training and resources to help distributors understand Volt Money's products and processes Share best practices and success stories to inspire and educate distributors Reporting and Analysis Maintain accurate records of distributor performance and interactions Prepare and present regular reports on distributor business growth and relationship status Analyze trends and provide insights to improve distributor performance and satisfaction Qualifications and Skills Bachelor's degree in Business, Finance, or a related field 3+ years of experience in relationship management, preferably in the financial services sector Strong understanding of mutual funds and loan products, especially loans against mutual funds Excellent communication and interpersonal skills Proven track record in managing business relationships and driving growth Strong problem-solving and analytical skills Proficiency in MS Excel and CRM software Join us in our mission to transform financial accessibility and create exceptional experiences for our customers and distributors. Apply now and be a key player in company journey to redefine secured lending in India! Please call us on 8919869111 (Srikanth) & 6302074876 (Swetha) Email : Sriknath.xms@gmail.com

• Developing Ultra-High Net Worth Individual (UHNI) customer base & building long- term relationships • Promoting a range of wealth products and services Share your CV with CTC & Current Investment AUM @ anjali@emeraldmanagementservices.com

Job Description: Business Development and Investor Relations Position Overview: We are seeking a dynamic and results-driven individual to join our team as a Business Development and Investor Relations Lead. The primary responsibility of this role is to foster strong relationships to attract new investors and service them. The ideal candidate will possess excellent communication skills, a strategic mindset, and a proven track record of driving sales and partnerships in individual capacity. Key Responsibilities: 1. New Investor Acquisition: - Develop and execute strategies to attract new investors through network/referrals, conducting market research, attending networking events, and leveraging existing connections. - Present investment opportunities to potential investors and address any inquiries or concerns they may have. -Handling and Profiling of company structured Real Estate related investment products and pitching them to HNI/ Ultra HNI. -Growth through service to Investors. 2 . Sales Execution : - Drive direct sales efforts towards new investors and investor relations. - Collaborate with the sales team to develop and implement effective sales strategies and tactics to engage and generate a pool of desired investors. 3 . Administrative Tasks: - Ensure all necessary paperwork and documentation are completed accurately and in a timely manner. - Follow up with investors regarding payments and provide timely reminders as needed. Qualifications : - Proven experience in business development, sales, or investor relations. - Strong interpersonal skills and the ability to build rapport with diverse stakeholders. - Excellent communication and negotiation skills. - Strategic thinking and problem-solving abilities. Additional Information: - This is a full-time position based in Noida, Sector 125. - Travel may be required for client meetings. - Competitive salary and benefits package offered, including performance-based incentives. If you are passionate about driving business growth and building meaningful relationships, we invite you to apply for this exciting opportunity!