13138 Wealth Management Jobs - Page 25

Urgent Opening for Relationship Manager Wealth/ Branch Relationship Head Key Responsibilities: Strategy & P&L Management Maintains the Profit and Loss statement and Balance Sheet for the branch Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank Sustained revenue generation for the branch through cross sell of TPP, RA and BB products Liabilities mobilization through CASA portfolio growth in the Branch Catchment Superior and Consistent Customer Service. Ensures efficient complaint management within specified TATs Conducts customer engagement programs and marketing events Ensures proper implementation of CRM by the Sales, Relationship & BSD departments an...

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose the relentless pursuit of a world that works better for people we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. Inviting applications for the role of Management Trainee, Wealth Management-Asset Transitions and Security Pricing Location :- Pune & Bangalore In this r...

Roles and Responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI 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 relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential Bank HNI/NRI Relationships. • Drive...

Position Purpose Loans & Deposits team is a part of the Wealth Management department. This team is responsible for setting up Loans and deposits for the client for Hong Kong, Singapore and Taiwan, This position is required to process the daily operational activity, handling queries and meeting deadlines for a mentioned payment. This is very critical considering the high value and sensitivity of clients Responsibilities Direct Responsibilities 1.Responsible for the timely and accurate processing of all client Fixed deposits and loans 2.Ensure proper recording of transaction tickets from LBS and facilitate end to day transaction control sheet 3.Provide operational support for STP transactions ...

An ICICI AMC Branch Manager leads branch operations, focusing on growing the mutual fund business by acquiring clients, managing/training a team (Financial Advisors/IFAs), driving sales targets, ensuring regulatory compliance Required Candidate profile Need 5 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management

Engaging corporate clients with a view to deepening National Pension System (NPS) penetration among their employees through arranging NPS helpdesks Engaging with business teams of group companies to acquire new corporate clients for NPS business Required Candidate profile Should be Graduate English medium educated 60% or more marks in at least 2 of the 3 – Class 10, Class 12, Graduation. Must have a bike – petrol-diesel will be reimbursed

Hiring || RM- Mutual Funds Sales - Banca channel ON Role Minimum 1 Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. ANUSHA -9003875895 Call / WhatsApp. your resume Share updated resume:- anusha@avaniconsulting.com No charges...

Role & responsibilities 1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling Products 2. To up sell MF products to Retail/HNI Clients of IPru, as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensu...

Job Overview: Nuvama Wealth is seeking an experienced Relationship Manager Wealth to join our team. The ideal candidate will have a strong foundation in wealth management along with a proven ability to build, manage, and grow high-value client relationships. Location: Hyderabad & Kolkata Key Responsibilities: Acquire, manage, and grow a portfolio of HNI/UHNI clients. Leverage an existing client base to drive business growth and revenue generation. Provide comprehensive wealth solutions across PMS, AIF, Mutual Funds, Insurance, Equity/Stock Trading, and other investment products. Drive revenue growth through effective client engagement, cross-selling, and portfolio expansion. Build and mainta...

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...

Acquire new clients for Equity, MF, PMS, Insurance & other financial products Manage and service existing HNI / Retail clients Conduct regular client meetings and portfolio reviews Provide investment guidance based on client requirements Required Candidate profile Experience in Stock Broking / Wealth Management / Financial Services Strong communication & relationship-building skills Result-oriented with a passion for sales & client servicing. Perks and benefits Career growth in a wealth management ecosystem

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest different investment schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database b...

Proficient in leveraging technology to drive transformation initiatives within financial services. Strong analytical skills with a solid understanding of technology trends impacting the industry. Ability to design and implement innovative technology strategies that align with business goals. Skilled in assessing current technology landscapes and recommending enhancements for optimization. Experience in managing technology projects from conception through execution to achieve strategic objectives. Skills and attributes To qualify for the role you must have Qualification Bachelor of Technology in Computer Science Experience 8+ years

Proficient in executing business transformation initiatives that enhance operational efficiency and drive value for clients. Skilled in regulatory transformation processes, ensuring compliance with evolving financial regulations and industry standards. Experienced in implementing robust reporting frameworks that provide insightful risk assessments and facilitate informed decision-making. Demonstrated ability to synthesize complex data into actionable insights for stakeholders across various business lines. Strong understanding of risk management principles and practices, supporting effective risk mitigation strategies in financial services. Skills and attributes To qualify for the role you m...

Demonstrated capability in analyzing and advising on technology strategies and transformations within financial services. Solid understanding of market trends and emerging technologies to enhance client operations and drive growth. Proficient in leveraging data analytics to provide actionable insights for technology-driven decision making. Experience in developing tailored technology solutions that align with client business objectives and enhance performance. Ability to synthesize complex technical information into clear, actionable strategies for diverse stakeholders. Skills and attributes To qualify for the role you must have Qualification Bachelor of Technology in Computer Science Experi...

We are currently seeking applications for Applied AI ML Senior Associate . In this critical role you will be managing vendor models used in CCB fraud risk space and a team based out of multiple locations. This includes understanding business requirement of new vendor models, usages, benefits, sourcing relevant materials from vendor, product, model users for model document submission for model risk goverce review (MRGR) and Compliance review. The team needs to take care of all goverce related activities like ongoing performance monitoring, contingency plans, annual assessment of models, re-reviews, annual model upgrades, addressing model risk issues (MRIs), action plans on time, etc. The cand...

Role Working within the Outsourcing Department serving the Operations function for a range of Investment Management clients. To perform a variety of tasks within the Client Administration and Reporting team in an accurate and timely manner, working closely with other departments within Operations, Custodians and other third parties. To continually aim to improve the service offered to clients. Principal Responsibilities Serves as an Accounting / Reporting / Fee Billing contact for the home location, to provide resolution of complex transactions. Responsible for delivery of all client reporting accurately and within specified timeframes. Respond promptly and appropriately to general queries r...

Job Summary We are looking for a Product Manager with a strong understanding of technology and business to lead the development and growth of fintech product. The ideal candidate should have an educational background in Btech and/or MBA, with prior experience in fintech or financial services being a strong advantage. You will work closely with engineering, design, business, and compliance teams to deliver impactful, scalable products. Key Responsibilities Own the end-to-end product lifecycle from ideation and requirement gathering to launch and post-launch optimization Define product vision, strategy, and roadmap aligned with business goals Translate business requirements into clear product ...

Roles and Responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI 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 relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential Bank HNI/NRI Relationships. • Drive...

Function SummaryRelationship Manager - Affluent Banking will play a pivotal role in driving sales through Axis Bank's Affluent Banking Team. The candidate will work closely with Axis Affluent RMs, Customer Servicing teams, and other stakeholders to ensure timely delivery of high-value services and business targets.Job Summary The Job holder is a key member of affluent team and responsible for managing the Sales though the Axis Bank Affluent Team And will work closely with the RM of Axis Affluent team, Customer Servicing and to ensure the timely delivery of high value, compliant high quality services, ensure delivery of business and training of Axis Affluent Team. Key Responsibilities•Relatio...

IZee Manpower Consultancy Is Hiring Team Leader and Process Trainer from Asset Management Background Location: Gurgaon Experience: 3-6 Years Industry: Wealth Management / Financial Services Shift: Day / Rotational Joining : Immediate Joiner Job Description: We are hiring a Client Services Manager to manage end-to-end client servicing operations within the wealth management domain. The role involves ensuring service excellence, SLA adherence, and smooth coordination with internal stakeholders. Key Responsibilities: Manage client servicing operations for wealth management products Handle client escalations and service issues Coordinate with Operations, Compliance, and Relationship Management t...

Role & responsibilities Responsible for acquiring preferred clients (Affluent & Super Affluent). Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients. Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio. Deepening the wallet from existing clients. Track the Affluent & Super Affluent Client segment in the market for new client acquisition. Research, investigate and update themselves on available investment opportunities/financial market trends. Coordinate with product and research team (Centralize CFP Team) for taking investment decisions for the clients. Conduct and assis...

Head Operations to manage end-to-end wealth advisory operations, client servicing, and regulatory compliance. Drive process efficiency, automation, and team performance with strong expertise in MF operations and SEBI/AMFI regulations.

Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.

, ManagersManagersARNDalmia Wealth is launching a dedicated business vertical to partner with Relationship Manahgers / Wealth Managers who aspire to build their own scalable wealth business , while leveraging the platform, credibility, and institutional strength of Dalmia Wealth. Founded in 2007, Dalmia Wealth Pvt. Ltd. is one of Indias leading wealth management firms, offering comprehensive investment solutions across various asset classes. Founded by Mr Brijesh Dalmia, a financial services professional with over 30 years of industry experience. Offices in Mumbai and Kolkata Strong in-house research and advisory capabilities Product suite includes Mutual Funds, PMS, AIFs, Bonds, Insurance, ...