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5.0 - 10.0 years

7 - 12 Lacs

Noida

Work from Office

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones through effective sales strategies. Identify potential HNI prospects, conduct research on their financial goals and objectives, and develop tailored solutions to meet their needs. Provide wealth management services such as portfolio management, private banking, real estate marketing, relationship management, and ultra-high net worth client handling. Develop strong relationships with HNIs by understanding their preferences, providing exceptional customer service, and offering personalized investment advice. Collaborate with internal teams to ensure seamless delivery of products and services to high-net-worth clients. Desired Candidate Profile 5-10 years of experience in HNI Client Handling, Acquisition & Sales or related fields like Wealth Management or Private Banking. Strong knowledge of Real Estate Marketing and Sales is an added advantage. Excellent communication skills for building strong relationships with HNIs. Ability to work independently as well as part of a team towards achieving common goals.

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4.0 - 8.0 years

4 - 9 Lacs

Noida

Work from Office

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.

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2.0 years

11 - 17 Lacs

Pune

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The Role A Technical Data Analyst is responsible for performing data migration, data conversion and data validation projects for Addepar clients using existing tools and established processes. The ideal candidate will have a good understanding of financial portfolio data, a foundational level of python programming skills, exceptional communication skills and the ability to deliver results in alignment with project deadlines while meeting high quality standards. What You’ll Do Convert, migrate and validate data from external or internal sources using existing tooling with defined processes and workflows Complete data projects on-time meeting project deadlines while adhering to high quality standards Coordinate across project teams communicating regular status updates for assigned data projects and while effectively setting expectations Run python ETL scripts and at times modify, fix or debug as needed Raise keys issues to project team members and senior leadership as necessary Prioritize and context-switch effectively to complete simultaneous projects; seeing each through to the finish line Adhere to project management standard processes Identify and drive opportunities to improve current processes, workflows and tools to increase efficiency and automation Who You Are Minimum 2+ years experience working in technology and finance Experience working with colleagues spread across multiple global locations Must have domain experience wealth/portfolio/investment management. Proficient in Python programming language and well versed in ETL concepts Understands financial markets and has experience with financial products and portfolio data Excellent written and oral communication skills with the ability to convey complex information in an understandable manner Solution-oriented and passion for problem solving Highly organized, close attention to detail and driven to make processes more efficient Positive attitude, good work ethic, proactive and a high contributing teammate Independent, adaptable and can work with minimum supervision Proven ability to manage expectations and provide regular updates to the project team P.S. This role will require you to work from Pune office 3 days a week in UK shift i.e. 2:30 PM to 11:30 PM IST. (hybrid role)

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5.0 - 10.0 years

12 - 18 Lacs

Chennai

Work from Office

Responsibilities: * Manage client relationships & portfolios * Collaborate with wealth management team * Achieve revenue targets through mutual fund sales * Promote financial products & investments * Report on market trends & risks

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4.0 - 9.0 years

8 - 14 Lacs

Ahmedabad, Surat, Vadodara

Work from Office

Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc.

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7.0 - 12.0 years

15 - 25 Lacs

Hyderabad, Chennai, Bengaluru

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What you will Do? Drive Sales Initiatives: Develop and maintain long-term relationships with wealth counters and PCG counters to drive sales and increase Axis Mutual Fund's market share. Product Understanding: Understand client financial goals, risk tolerance, and investment preferences. Relationship Management: Manage existing and potential Private Wealth Channel relationships. Work to increase their allocation to Axis products by understanding their needs and providing tailored solutions. Channel Engagement: Organize and participate in engagement and promotional activities to strengthen relationships with channel partners. Proactive Communication: Regularly communicate and update channel partners about the performance and unique selling propositions (USPs) of existing funds, as well as new product launches.

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2.0 - 4.0 years

11 - 15 Lacs

Pune

Work from Office

Overview The Enterprise Operations and Quality team oversees the data, services, and applications within the Climate and Sustainability Engineering and MSCI's Data Technology verticals. Our primary responsibility is to manage and support end-to-end Quality Engineering by creating tools and tests that ensure continuous quality assessment of applications, services, and generated data. MSCI is renowned for its high-quality data, which is crucial for critical investment decisions, and our role is vital to this mission. Responsibilities Create and deploy engineering solutions to tackle intricate data validation issues. Write code in Python and/or Java to ensure the integrity of high-quality data. Design and build automation frameworks (different from traditional Selenium-based systems) to test data dimensions in complex environments, with the ability to manage big data. Qualifications Practical experience in the daily development of data-critical applications. 3-7 years of experience in quality engineering. Proficiency in Python and Java programming. This is a technical role, not a managerial position. What we offer you Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing. Flexible working arrangements, advanced technology, and collaborative workspaces. A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results. A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients. Global Orientation program to kickstart your journey, followed by access to our Learning@MSCI platform, LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development. Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles. We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women’s Leadership Forum. At MSCI we are passionate about what we do, and we are inspired by our purpose – to power better investment decisions. You’ll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry. MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process. MSCI Inc. is an equal opportunity employer. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email Disability.Assistance@msci.com and indicate the specifics of the assistance needed. Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries. To all recruitment agencies MSCI does not accept unsolicited CVs/Resumes. Please do not forward CVs/Resumes to any MSCI employee, location, or website. MSCI is not responsible for any fees related to unsolicited CVs/Resumes. Note on recruitment scams We are aware of recruitment scams where fraudsters impersonating MSCI personnel may try and elicit personal information from job seekers. Read our full note on careers.msci.com

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1.0 - 5.0 years

2 - 4 Lacs

Noida

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Cross-sell to mapped broking clients and services to meet their needs Address HNI clients" investment requirement through exclusive product offering and superior service delivery Ensure portfolio profitability by generating high income per customer

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15.0 - 19.0 years

0 Lacs

delhi

On-site

Our client, a leading Investment Banking firm with a global presence, is seeking a Head of Wealth/Investor Relations. With over 15 years of experience in Wealth Management, you will demonstrate a strong understanding of financial markets, investment products, and wealth management strategies. In this role, you will oversee and manage High Net Worth Individual (HNI)/Ultra High Net Worth Individual (UHNI) client portfolios. You will provide personalized financial strategies and offer comprehensive wealth management services. Acting as a trusted advisor, you will deliver expert advice in financial planning, investment management, estate planning, tax strategy, and other wealth-related services to ensure clients" financial goals are achieved. The ideal candidate will hold a Bachelor's degree in Finance, Economics, Accounting, or a related field. Additionally, possessing certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) would be advantageous. This position is based in Delhi or Mumbai. If you are interested in this opportunity, please apply by sending your resume to sonu@bradfordconsultants.com.,

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1.0 - 6.0 years

3 - 8 Lacs

Madurai, Puducherry, Chennai

Work from Office

Roles and Responsibilities Manage branch operations, including cash handling, customer engagement, and relationship management. Develop and maintain strong relationships with high-net-worth individuals (HNIs) through effective sales strategies. Identify new business opportunities and drive cross-selling initiatives to increase revenue growth. Ensure compliance with regulatory requirements and internal policies while delivering exceptional customer service. Collaborate with other teams to achieve branch targets for portfolio management, sales, and cross-selling. Looking for candidates with 1+ years of work experience in banking, NBFC's or other financial institutions. We are currently looking for dynamic professionals for the following roles: 1) Personal Banker Sales 2) Personal Banker Classic 3) Relationship Managers 4) Branch Managers 5) Authorizers Also, pass on this information to your friends and help them find a good opportunity! Walk In Drive details are appended below: Venue - HDFC Bank Ltd, 07th Floor, Spencer Plaza, No.768 & 769, Anna Salai, Mount Road, Chennai - 600002. Date & Time - 19th July 2025, Saturday - 10 AM to 3 PM Point Of Contact - Sai Naaresh || sai.naaresh1@hdfcbank.com

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7.0 - 12.0 years

30 - 45 Lacs

Mumbai, Chennai, Jaipur

Work from Office

About Our Client The client is a Indian NBFC company with multiple offices.(one of the top names in the market) Job Description Location - Mumbai ,Delhi , Chennai ,Jaipur ,Kolkata, Ahmedabad , Banglore The responsibilities of the role are as follows: Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products Acquisition of new clients. Explaining various products and services to prospective clients Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services Reviewing clients' current investment portfolios and recommending changes to meet their needs Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities Providing financial advice and services to clients in order to meet their short-term and long-term financial goals The candidate should have the following: 5-15 years of experience within private banking or wealth management At least a bachelor's degree in economics/accounting/finance/business management from a well know university A good understanding of investment products and asset classes A good network of clients across UHNWI/HNWI, family offices and/or institutions Strong communication skills

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2.0 - 7.0 years

4 - 8 Lacs

Ludhiana, Ambala, Amritsar

Work from Office

Position: Wealth Relationship Manager Location: Ludhiana/Amritsar /Jalandhar /Patiala/Ambala/Panipat/Hisar /Rohtak Experience: Min. 2years in MF/PMS CTC: Up to 8LPA Direct Responsibilities Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. For more details send your updated resume at aanchal@avaniconsulting.com Or what's app at - 9917283370

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5.0 - 10.0 years

25 - 40 Lacs

Pune, Ahmedabad

Work from Office

Position Title: Wealth Manager Investment Advisory Job Summary: Engage with affluent clients to understand their financial objectives, risk tolerance, and investment preferences. Offer customized investment solutions across a range of financial instruments including Mutual Funds, PMS, AIFs, Bonds, Structured Products, Direct Equity, and Insurance (Life & General) Key Responsibilities: Deliver tailored investment strategies to HNI/UHNI clients in line with their financial goals and risk appetite. Keep abreast of market dynamics and trends to adjust client portfolios proactively. Drive consistent growth in client assets under management (AUM) and overall book size. Meet acquisition and revenue targets through advisory-led sales of investment products. Recommend model portfolios and strategic allocations based on in-house research and market outlook. Foster long-term client relationships to increase share of wallet and cross-sell opportunities. Ensure all advisory and transactional activities are compliant with regulatory norms and internal policies. Key Requirements: Proven experience in managing UHNI client relationships within the wealth management or financial advisory domain. Strong interpersonal and communication abilities to influence and build trust. Strategic thinker with an entrepreneurial drive and high ethical standards. Self-motivated, growth-oriented, and capable of thriving in a competitive environment. Strong collaboration skills and a team-focused mindset. Experience: Minimum 5 years in private banking, investment advisory, or related wealth management service Apply Now! Connect with me on LinkedIn to get more JOB UPDATES. https://www.linkedin.com/in/rupendra-profile/

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5.0 - 8.0 years

5 - 7 Lacs

Hyderabad, Bengaluru

Work from Office

Job Description for Relationship Manager-Signature Banking Position Purpose: To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners Responsibilities: 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients. 5. Increase product penetration and exit barriers, by cross- selling more number of products per client. 6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. 7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. 8. Ensuring adherence to Compliance processes and guidelines. 9. Reduce rejection rates and improve quality of documentation. 10. Ensuring 360 client engagement Total Client Ownership. Qualification: Graduate Work experience: 5+ years Any other Experience required: Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House. Relevant experience as below: Senior Relationship Manager – 6+ years Relationship Manager – 3 – 6 years

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1.0 - 3.0 years

5 - 8 Lacs

Mumbai

Work from Office

Role Overview: As an Apprentice Pantry at JLL, you'll learn essential food service support operations while maintaining high standards of organization, cleanliness, and service in our client facilities. Key Learning Opportunities: Assist with pantry and kitchen organization, stock rotation, and inventory management Learn proper food storage techniques and safety protocols Develop skills in basic food preparation and presentation for meetings and events Gain experience in maintaining cleanliness standards in food service areas Understand supply ordering and vendor coordination processes Support caf operations during peak periods Qualifications: Graduate Basic understanding of food safety principles Good organizational skills and attention to detail Positive attitude and willingness to learn Ability to work effectively in fast-paced environments Flexibility to adapt to changing schedules when required

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1.0 - 2.0 years

2 - 3 Lacs

Thane

Work from Office

Responsibilities: * Conduct portfolio analysis using investment strategies * Manage client relationships through effective communication * Collaborate with wealth management team on mutual fund solutions

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1.0 - 4.0 years

3 - 6 Lacs

Bengaluru

Work from Office

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. OPERATIONS 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. 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. YOUR IMPACT We are looking for a professional who wants to use their skills and experience to help deliver on operations agenda while challenging themselves to further their career at Goldman Sachs. 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. ROLES AND RESPONSIBILITIES Carrying out daily processes and exception management activities for quarterly billing and data completeness reviews to be able to bill clients in a timely manner Working in conjunction with the Receivables Team to reconcile receivables and improve the fee receipt process. Engage in active interaction with PWM Sales, Compliance, Controllers and other Operations teams to deliver strategic solutions for Revenue generation functions Manage relationships with professionals from other teams and divisions by articulating recommendations in order to gain cross-divisional consensus Periodic review of standard operating procedures to analyze open risks within the processes Leverage Analytical skills, Creative problem Solving and Project Management skills to uplift existing processes Provide support to all team members. BASIC QUALIFICATIONS Bachelor s/ Master s Degree (Preferred: Master s degree of Finance, Business or Commerce) Strong analytical skills and close attention to detail. Effective and strong communication skills. Excellent organizational and time management skills Ability to multi task and work in a fast-paced, team-oriented environment Takes ownership of completing tasks, meet deadlines Strong team player Willingness to learn and understand how the Billing function fits into the PWM business Advanced Excel skills preferred. PREFERRED QUALIFICATIONS Knowledge of investment management industry is a plus Business Intelligence experience & relevant certifications (Tableau/ Alteryx) are preferred Same Posting Description for Internal and External Candidates

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3.0 - 8.0 years

5 - 10 Lacs

Mumbai

Work from Office

Responsibilities: Independently maintain a high sense of ownership of the issues in the product ticket queue to be responsive and provide timely updates, follow-up, expedition, and resolution. Independently prioritize issues and workload by severity and impact, while ensuring quality and meeting deadlines. Independently analyse, recreate, document, communicate and monitor escalated issues using Salesforce, Jira, and other internal applications and reporting tools. Develop and maintain expertise in Wealth Management operation products, supported platform, Standard Operating Procedures for workflows, and client related documentation. Recognize patterns among repetitive problems and work to resolve the root causes by collaboration with other teams. Contribute to ongoing efforts to streamline and improve processes. Maintaining all security procedures mandated by management to ensure safekeeping of critical client data. Work with external and internal stakeholders to ensure the production is timely and meet required quality standards. Identify areas of improvement across the team and proactively take steps to improve those processes by offering ideas. Complete administration functions as required on the Investment platform: including (but not limited to): deposits, withdrawals, client account maintenance, management information and reports for clients, checking data is accurate and clean on the platform. Monitor discrepancies and liaise with the onshore team. Internal and external client money & custody asset reconciliations. Process corporate action events and income distributions. Assist other staff with additional workload time allows. Competencies: Strong communication skills. Strong analytical and quantitative skills. Attention to Detail. Methodical Problem-Solving Skills. Excellent Organization Skills (Email, Task Management, Follow-up). Self-Motivated. Goal Oriented. Team Player. Requirements: 3+ years of experience in the financial services industry. An understanding of the Financial Services marketplace that applies to Wealth Managers. Proactive with a strong initiative, excellent organizational skills, and the ability to manage multiple priorities. Excellent organisation and time management skills. Ability to multi-task and prioritise effectively. Knowledge of investment instruments across all asset classes would be advantageous. Focuses on meeting commitments and delivering results to a high standard. Robust analytical and problem-solving skills with detail orientation and accuracy. Excellent computer & Excel skills. Demonstrate self-motivation in an independent, fast-paced work environment. Excellent oral, written, and interpersonal communication skills. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we ve found that we re at our best when we re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you ll have tools and resources to engage meaningfully with your global colleagues.

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15.0 - 20.0 years

50 - 60 Lacs

Kolkata, Mumbai, New Delhi

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Key responsibilities Build and lead high-performing teams across both HA and FTP disciplines. Lead design, testing, and execution of hedge strategies aligned to IFRS 9 / IAS 39. Collaborate with Treasury, IRRBB, and Group Reporting to deliver effective hedging frameworks. Establish robust FTP controls and policy frameworks. Oversee end-to-end FTP processes curve setup, profiling, adjustment governance. Act as controllership lead for Treasury s cost of funds, C&O processes, and balance sheet integrity. Role requirements At least 15+ years of Team Management experience in a Treasury, Product Control, Hedge Accounting or similar environment. CA / CPA / CFA / MBA Finance or equivalent preferred. International experience an essential for this opportunity. Strong communication and influencing skills required to be successful in this role. Strong interpersonal skills and evidence of working across teams and geographies to produce timely and accurate output. Professional accountancy qualification or equivalent relevant experience.

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2.0 - 5.0 years

6 - 10 Lacs

Mumbai, Pune, Delhi / NCR

Work from Office

Job Purpose The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Main Accountabilities Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. To Enhance & Retain customer profitability by capturing a larger share of Wallet. Ensure profitability of the portfolio: Generate high Income per Customer. Acquire new customers who meet product criteria through cross-referral. Actively network and seek referrals to expand the client base and contribute to business growth targets. Marketing and Business Development: Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. This role is to acquire B2C or B2B clientele & build a portfolio thereon. Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients. Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients. Financial and Product Expertise: Ensure profitability of the portfolio: Generate high Income per Customer. Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions. Qualification : Postgraduate/ Graduate in any discipline Location - Mumbai,Delhi / NCR ,Pune,Bangalore,Hyderabad,Chennai

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2.0 - 5.0 years

4 - 6 Lacs

Ranchi

Work from Office

Roles & Responsibilities: Generating Leads and conversion of leads into business. Acquiring and managing HNI/SME, Affluent clients and individuals. Maintaining in depth knowledge of company products and services. Building and maintaining strong relationships with potential and existing clients. Meeting sales/revenue targets. Managing Client portfolios & understand clients financial goals, risk tolerance, investment needs and provide solutions/advisory accordingly. Qualifications: Graduate/MBA with 2 - 5 years of relevant experience. An educational background in Finance/Investment will be an advantage. Compensation & Benefits: Fixed: Depends on experience, qualifications. Variable: Annual Performance Based Incentive, linked to a wealth book managed. Travelling expenses of client meets will be reimbursed. Group Health Insurance.

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3.0 - 8.0 years

20 - 25 Lacs

Bengaluru

Work from Office

As a Software Engineer III at JPMorgan Chase within the Asset & Wealth Management, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way. You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm s business objectives. Job responsibilities Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture Contributes to software engineering communities of practice and events that explore new and emerging technologies Adds to team culture of diversity, opportunity, inclusion, and respect Required qualifications, capabilities, and skills Formal training or certification on software engineering concepts and 3+ years applied experience Hands-on practical experience in system design, application development, testing, and operational stability Proficient in coding in one or more languages Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages Overall knowledge of the Software Development Life Cycle Solid understanding of agile methodologies such as CI/CD, Application Resiliency, and Security Demonstrated knowledge of software applications and technical processes within a technical discipline Preferred qualifications, capabilities, and skills Familiarity with modern front-end technologies Exposure to cloud technologies Knowledge on Denodo is plus As a Software Engineer III at JPMorgan Chase within the Asset & Wealth Management, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way. You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm s business objectives. Job responsibilities Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture Contributes to software engineering communities of practice and events that explore new and emerging technologies Adds to team culture of diversity, opportunity, inclusion, and respect Required qualifications, capabilities, and skills Formal training or certification on software engineering concepts and 3+ years applied experience Hands-on practical experience in system design, application development, testing, and operational stability Proficient in coding in one or more languages Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages Overall knowledge of the Software Development Life Cycle Solid understanding of agile methodologies such as CI/CD, Application Resiliency, and Security Demonstrated knowledge of software applications and technical processes within a technical discipline Preferred qualifications, capabilities, and skills Familiarity with modern front-end technologies Exposure to cloud technologies Knowledge on Denodo is plus

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3.0 - 8.0 years

20 - 25 Lacs

Bengaluru

Work from Office

As a Software Engineer III at JPMorgan Chase within the Consumer and Community Banking- JP Wealth Management, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way. You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm s business objectives. Job responsibilities Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development Recommend improvements and modifications on new and existing data and ETL pipelines. Create data analytics for data scientists to innovate, build and optimize our ecosystem Assemble large, complex data sets that meet functional and non-functional business requirements Be responsible for ingesting data into our data lake and providing frameworks and services for operating on that data including the use of Spark Required qualifications, capabilities, and skills Formal training or certification on software engineering concepts and 3+ years applied experience Hands-on practical experience in system design, application development, testing, and operational stability Proficient in coding in one or more languages Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages Overall knowledge of the Software Development Life Cycle Analyze, debug and correct issues with data pipelines Operate on or build solution required for optimal extraction, transformation, and loading of data from a wide variety of data sources using SQL, AWS and Spark technologies. Collaborate with product teams to resolve data quality issues promptly. Preferred qualifications, capabilities, and skills Experience implementing Data pipelines preferably in connection with Hadoop or Spark with Java or Python Exceptional coding and design skills in Java or Python and PYSPARK Experience with API calls for data extraction Good knowledge of using SQL and analytical queries Experience in JAVA,PYSARK and AWS Implementations As a Software Engineer III at JPMorgan Chase within the Consumer and Community Banking- JP Wealth Management, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way. You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm s business objectives. Job responsibilities Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development Recommend improvements and modifications on new and existing data and ETL pipelines. Create data analytics for data scientists to innovate, build and optimize our ecosystem Assemble large, complex data sets that meet functional and non-functional business requirements Be responsible for ingesting data into our data lake and providing frameworks and services for operating on that data including the use of Spark Required qualifications, capabilities, and skills Formal training or certification on software engineering concepts and 3+ years applied experience Hands-on practical experience in system design, application development, testing, and operational stability Proficient in coding in one or more languages Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages Overall knowledge of the Software Development Life Cycle Analyze, debug and correct issues with data pipelines Operate on or build solution required for optimal extraction, transformation, and loading of data from a wide variety of data sources using SQL, AWS and Spark technologies. Collaborate with product teams to resolve data quality issues promptly. Preferred qualifications, capabilities, and skills Experience implementing Data pipelines preferably in connection with Hadoop or Spark with Java or Python Exceptional coding and design skills in Java or Python and PYSPARK Experience with API calls for data extraction Good knowledge of using SQL and analytical queries Experience in JAVA,PYSARK and AWS Implementations

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13.0 - 18.0 years

17 - 22 Lacs

Gurugram

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About The Role Skill required: Financial Planning & Analysis - Financial Planning and Analysis (FP&A) Designation: Delivery Lead Manager Qualifications: Any Graduation Years of Experience: 13 to 18 years About Accenture 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 worlds 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. Visit us at www.accenture.com What would you do You will be aligned with our Finance Operations vertical and will be helping us in determining financial outcomes by collecting operational data/reports, whilst conducting analysis and reconciling transactions.The team aligns Finance with Business Strategy in order to maximize operational efficiency and effectiveness by harnessing the power of robotics to accelerate transaction processing, with AI to provide analysis and commentary and machine learning deployed for matching and reconciliationsThis team is responsible for leading the transformation agenda for our clients by helping them improve finance function performance within the context of their organizations strategies. The team leads growth and mining in existing F&A accounts for industry segments. This team works across Procure to Pay (PTP), Record to Report (RTR), Order to cash (OTC), Finance Processes (FPNA), Tax and Treasury towers to provide best in the class industry view, support existing engagements, diagnostic, due diligence, client co-design workshops, transformation engagement, drive existing client portfolios. The team works on Industry Digital F&A technologies & leading tools, automation, AI, and Analytics. What are we looking for Financial Planning and AnalysisAbility to manage multiple stakeholdersAbility to work well in a teamAdaptable and flexibleWritten and verbal communicationMaster of Business Administration (Finance),Cost And Works Accountant,Chartered AccountantBudgeting and ForecastingCost to ServeFinancial Consolidation and Close OperationsPricing and Profitability Optimization Roles and Responsibilities: In this role you are required to identify and assess complex problems for area of responsibilityThe person would create solutions in situations in which analysis requires an in-depth evaluation of variable factorsRequires adherence to strategic direction set by senior management when establishing near-term goalsInteraction of the individual is with senior management at a client and/or within Accenture, involving matters that may require acceptance of an alternate approachSome latitude in decision-making in involvedyou will act independently to determine methods and procedures on new assignmentsDecisions individual at this role makes have a major day to day impact on area of responsibilityThe person manages large - medium sized teams and/or work efforts (if in an individual contributor role) at a client or within AccenturePlease note that this role may require you to work in rotational shifts Qualification Any Graduation

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5.0 - 10.0 years

13 - 23 Lacs

Bengaluru

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Kotak Mahindra Bank is hiring for Affluent Relationship Manager - Bangalore Location. Job Role: - Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements. Ensure client contactability at all times through regular connect with them in weekly/monthly calls. Resolve client queries for the managed book within the specified TAT. Plan and conduct special sales initiatives and events for prospective and existing clients. Endure adherence to all bank and regulatory processes at all times. Job Requirement:- Aptitude to deliver high quality customer service by using organization and interpersonal skills. Minimum 4 years to 14 years of experience. Decision making skills with strong sense of ownership. Experience in portfolio management, building and maintaining HNI customer relationships.

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