10351 Wealth Management Jobs - Page 26

We are looking for a highly ed and experienced Deputy Manager to join our team in the Professional Loans department. The ideal candidate will have 2-3 years of experience in the banking or financial services industry. Roles and Responsibility Manage and oversee the professional loans portfolio, ensuring timely disbursement and collection. Develop and implement strategies to boost loan growth and customer acquisition. Build and maintain relationships with key stakeholders, including customers, partners, and internal teams. Analyze market trends and competitor activity to identify opportunities and threats. Collaborate with cross-functional teams to achieve business objectives. Monitor and con...

Role & responsibilities Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Slabs 55, 75 , 100 Lacs TPP and Banking Targets Individual PBG Targets across TPP (40%) Ensure targets given at absolute level are met - Measured by achievement over target Banking Targets Individual (10%) - Ensure banking targets are met with of focus on defined income objectives - Ensure base penetration is done with all relevant products Customer level profitability objectives to be met self and team (10%) Minimum objectives of Rs 1,00,000 per customer from 75% of the self-base for RM and self & team level for Senior RM AUM Growth objectives to be met self and team (10%) Minimum objective 10% growth in AUM for s...

As a Relationship Manager HNI within Kotak Private Banking, you will play a pivotal role in managing and expanding a portfolio of High Net-Worth Individuals (HNIs). This role demands a deep understanding of ficial markets, investment products, and client relationship management. You will be responsible for delivering customized ficial solutions, driving asset growth, and ensuring exceptional client service. The ideal candidate will be entrepreneurial, self-driven, and passionate about wealth management. As a Relationship Manager HNI, your core responsibility is to manage and grow a portfolio of High Net-Worth Individuals by offering personalized ficial solutions and delivering exceptional se...

Step into the role of KYC Data Operations where youll play a pivotal role in shaping the future. In this pivotal role you will manage operations within a business area and maintain processes, risk management initiatives and compliance with relevant regulators. You will take ownership of your work, ensuring it aligns with the relevant rules & regulations, and codes of conduct. With competitive benefits and opportunities for career advancement, Barclays is a great place to grow your career in the banking industry. You may be assessed on key critical skills relevant for success in role such as: Conduct client due diligence (CDD), enhanced due diligence (EDD), and risk assessments for new and ex...

Are you an expert in assessing value and riskDo you love to give advice, as well as educate We re looking for a Lead Equity Research Analyst with: sell side research experience of 5-10 or years of stock coverage experience in Property and /or Cement. Metals coverage will be a plus. strong relationships with large global and domestic institutional clients relationship with corporates in the concerned sector good Analytical and communication skills The candidate should have strong understanding of Indian markets, its drivers and interplay with global economies Adept in preparing ficials models Understanding of equity valuations methodologies Understanding of Indian accounting and study of annu...

Job Title: OPSMI / CBITMetrics Job Code: 11126 Country: IN City: Mumbai Skill Category: Operations Description: Nomura Services, India supports the group s global businesses. With worldclass capabilities in trading support, research, information technology, financial control, operations, risk management and legal support, the firm plays a key role in facilitating the group s global operations. Divisional Overview: Strategic, Analytics, and Business Reengineering (SABRE) Business Intelligence Service (BIS) designs and maintains data and information snapshots that are consumed by several departments for processing transactions, regulatory reporting, control oversight, client reporting and most...

Who We Are The ideal candidate will be responsible for designing, developing, and maintaining both front-end and back-end components of our applications. You will work closely with cross-functional teams to deliver high-quality, scalable, and secure solutions. Key Responsibilities Back-End Development: Design, develop, and maintain RESTful APIs and microservices using Java , Spring Boot etc. Implement business logic, database interactions, and integrations with third-party services. Optimize application performance and ensure scalability. Front-End Development: Develop responsive and user-friendly interfaces using modern front-end frameworks (e.g., Angular, React, or Vue.js). Collaborate wit...

Job description Role Overview: We are seeking a highly experienced and results-driven Senior Wealth Manager/Consultant to join our team. The ideal candidate will have a proven track record in wealth management, financial advisory, and portfolio management with a deep understanding of investment strategies, financial planning, and client relationship management. This role demands strong leadership, business development skills, and the ability to provide high-net-worth clients with customized financial solutions. Key Responsibilities: Client Advisory & Relationship Management: Manage and grow a portfolio of HNW & UHNW clients by providing tailored investment strategies and financial planning s...

Job Title: Registered Investment Adviser (RIA) Department / Function: Wealth Management & SEBI-Registered Advisory Services Location: Noida / Hybrid (Flexible Work Model) Job Summary: We are seeking a SEBI-registered and client-centric Investment Adviser (RIA) to manage and grow our wealth advisory vertical, offering personalized financial advice and portfolio management solutions. The role involves providing unbiased investment guidance, maintaining compliance with SEBI regulations, and ensuring that every client interaction upholds the firm's integrity and fiduciary standards. The ideal candidate should have a strong understanding of securities markets, financial products, and SEBI's regul...

Job Profile: Job Location: Jaipur Role Name: Investment Specialist - Branch Banking / Affluent Ownership of the investment target of the Branch Banking Channel mapped to Increase the Mutual Fund AUM for the mapped Area. Penetration of Client base for creating new investors in MF/ Investestments from existing client base. Increase in (investment Products) productivity of Phone Banking officers NTB) attributed to presence of IC i.e. NTB opened by officers on the back of investments due to the presence of the IC. Other Key Areas to be done periodically: Officers training, driving business/ Coordinating with Sr. RCMS/ National Head, Client Coverage/ Joint phone calls Portfolio Construction and R...

Leads will be generated from the assigned bank Cross selling of various financial products to the Bank customers. Customer business development . Relationship Management . Will be in payrolls of the Insurance company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companies product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in Life/Health/GI Insurance preferred Customers acquisition through resource utilization of banks database, foot falls, generated prospects. Responsible for sales completion by facilita...

Role Summary The Senior Portfolio & Treasury Manager will oversee and strategically manage the investments and treasury operations of the Promoter Family Office, with responsibility for an AUM exceeding 150 crore across domestic and international assets. This role requires deep expertise in multi-asset portfolio management, capital allocation, and treasury operations , including liquidity planning, FX management, and derivatives . The ideal candidate will bring a strong track record in wealth management or a family office setup , demonstrate data-driven decision-making , and leverage AI-enabled research and analytics tools for smarter portfolio insights and automation. Key Responsibilities 1...

- Accountable for acquisition of High net worth clients. - Responsible for identifying customer needs and assessing their risk appetite. - Responsible for cross selling products like Mutual funds, PMS etc. to the existing set of customers. Required Candidate profile - 5+ years of experience in managing wealth products. - Strong networking skills to expand client base and generate referrals within HNI Community.

Responsibilities: * Lead business growth through strategic planning & execution * Manage ultra HNIs' portfolios with wealth management expertise * Drive investment advisory services for high net worth clients

Were Hiring: Relationship Manager Wealth & Business Banking - (AMFI and IRDA CERTIFICATION ARE MUST) Experience: 5+ Years in Banking Industry: Banking Key Responsibilities: Portfolio Growth: Grow the Liability Book and Investment AUM through both deepening of existing relationships and new client acquisition. Revenue Generation: Drive cross-sell of Business Banking and Wealth Products, including Trade Forex, Insurance, Investments, Retail Assets, and more. Client Acquisition & Relationship Management: Acquire and manage high-potential clients across business, individual (Resident and NRI) segments. Focus on quality sourcing and onboarding of potential Insignia clients. Product Penetration: E...

Interview Drive Details- Contact Person - Vidushi Gupta Venue- Yes Bank, Richmond Circle office ( Near to Glowing Lights, Richmond Circle) Timings- 12:30 PM to 3 PM Date - 3rd Nov'25 Please find below job description:- Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sal...

Job Title: Lead Incident Manager Location: Mumbai Experience Required: 5 to 7 Years Job Description Role Overview: We are seeking an experienced Incident Manager with a strong background in the Indian banking domain. The ideal candidate will be responsible for managing and resolving major incidents impacting business-critical banking applications, ensuring minimal service disruption and timely communication with stakeholders. Key Responsibilities: Lead the end-to-end incident management process for core and digital banking applications. Perform technical triage to identify the layer (infrastructure, middleware, application, or database) where issues occur. Collaborate with cross-functional t...

Join Bajaj Capital Ltd 60 Years of Financial Excellence With a legacy spanning six decades, Bajaj Capital Ltd has been a trusted name in wealth management and financial services across India. Our Prime Channel is expanding rapidly, and we are looking for experienced, ambitious professionals to join our journey of growth. Current Openings for Chennai , Hyderabad Relationship Manager (RM) Senior Relationship Manager (Sr. RM) Branch Head Cluster Head Who Should Apply: Professionals from Mutual Funds (with strong AUM), Banking , Life Insurance (LI) , or General Insurance (GI) backgrounds. Individuals with a strong client base and proven expertise in wealth management and financial advisory . Why...

Cluster Head - Sr. Manager / Manager Fee Department (Retail Banking) | Solapur Location Axis Bank is looking for passionate professionals to join our Fee Department. This role is responsible for driving Retail Fee business across products like Retail Forex, Life & General Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, Govt. Schemes (APY, PMJJBY, PMSBY), Lockers, and more. Key Responsibilities: • Drive targets for Retail Fee products across multiple categories. • Enhance profitability through targeted product mix & persistency in insurance. • Manage branch & resource productivity for Fee Revenue achievement. • Launch and drive campaigns locally/centrally for business volu...

TIE-UPS is hiring for a Leading Equity Firm in India . Operating in all metros . Excellent paymaster . Diversifying into NBFC Domain JOB TITLE--Relationship Manager - Investment Banking & Wealth Domain Job description- Maximize profit & achievement of growth of client's portfolio & meet financial targets by developing existing & new relationships. Regular reviews with clients, understand their needs, and advise them on different products to achieve their wealth goals. Required Candidate profile MBA - with proven & progressive financial services and/or private wealth exp or equivalent especially with high net worth clients. Evidence of strong sales results in insurance and investment products...

Job Title PM Digital Onboarding About Us Capco, a Wipro company, is a global technology and management consulting firm. Awarded with Consultancy of the year in the British Bank Award and has been ranked Top 100 Best Companies for Women in India 2022 by Avtar & Seramount . With our presence across 32 cities across globe, we support 100+ clients across banking, financial and Energy sectors. We are recognized for our deep transformation execution and delivery. WHY JOIN CAPCO You will work on engaging projects with the largest international and local banks, insurance companies, payment service providers and other key players in the industry. The projects that will transform the financial service...

Key Responsibilities: Lead and manage business verticals or technology practices to achieve revenue and delivery goals. Define strategy, business objectives, and execution plans aligned with organizational priorities. Drive operational excellence, ensuring quality, scalability, and client satisfaction. Partner with clients and internal stakeholders to design and implement digital transformation initiatives. Lead large cross-functional teams, fostering collaboration and innovation. Oversee project governance, risk management, and financial performance. Mentor senior managers and strengthen leadership pipeline within the organization. Stay abreast of emerging technologies and market trends to ...

Role Description Knowledge of Private Investments and process Capital call and Distribution notices within internal system on daily basis. Play a key role in ensuring delivery from offshore center is on time and of high quality as per agreed SLAs Support and assist in monthly reporting on weekly/ monthly basis. Build strong client relationships to develop a good understanding of business needs and opportunity areas for both internal and external projects Collaborate with onshore SME on initiatives, key reports, and trainings. Provide data and analytical support for Finance and Operations. Knowledge of wealth management ecosystem & trade lifecycle is a plus Technical Skills Skills Requirement...

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

Key Skills : Sales Management, Strong interpersonal and communication skills English &Vernacular Exceptional leadership and team management skills Good networking skills ability to start relationships and guild rapport Ability to plan and deliver business goals Experience in financial services – good knowledge of wealth management, TPP, Assets domain Process Orientations – self-discipline to adhere to laid down processes Have High integrity and professional values Have passion for selling and entrepreneurial orientation Key Roles : Manages a team of Signature Banking Relationship Managers Leading, guiding and mentoring team of Signature Banking Managers Strategic planning and implementation ...