10351 Wealth Management Jobs - Page 27

Role & responsibilities The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. Role will closely collaborate with Cross sell team and Product teams for the same. This role encapsulates the responsibility of owning the customer experience at the branch and deepening the relationship. It includes working with the client to help them make the right financial decisions by providi...

Sstrategies to grow AUM & expand Private Wealth business Lead, coach, & inspire teams Client Acquisition & Retention Product Advisory products, MF, and succession/estate planning. Revenue & P\&L Ownership Market Positioning Compliance & Governance Required Candidate profile 12–18 years in wealth management leading large teams. Ability to build, scale, & manage private wealth businesses Strong network with HNIs, UHNIs, family offices, and institutional clients

Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. • Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers • Providing Investment planning and advice • Achieving sales and revenue targets spread across prod...

Job Description Wealth Manager (Family Office) Role Overview The Wealth Manager (Family Office) will act as the primary liaison between the Family Office and its client families. This role is responsible for onboarding new clients and managing relationships with high-net-worth families, understanding their unique needs, and ensuring the seamless delivery of wealth management, investment, estate planning, and lifestyle services. He will coordinate with internal teams to deliver holistic solutions while maintaining confidentiality and trust. Key Responsibilities This role is responsible for onboarding new clients and managing relationships with high-net-worth families Anticipate client needs a...

Dear Candidates, We have an excellent opening for Wealth Advisor in Bangalore - Koramangala location Company Profile: As part of Fintech group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009. Ten years on, we have built Indias first online non-discretionary equity advisory company which also offers customized research reports. We are regulated by the SEBI and backed by a passionate team of professionals having significant experience in financial markets, equity research and technology. JOB DESCRIPTION: Retail Sales Role - WealthAdvisor Position: Retail Sales Advisor Working Days: Monday to Friday (4th and 5...

Job description Role & responsibilities - Responsible for managing CA value-growth. - Generating fee income from Trade Forex, Retail Banking & Business Banking relationships. - Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker). - Acquiring the high-value CASA relationships from within the group - Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book - Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products. - Superlative client servicing standards & rigor in managing the relationship. - Thorough understanding o...

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...

Key Roles & Responsibilities: Relationship Management : Managing the team of Liability RMs and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand HNI and UHNI 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 Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Increase CASA ba...

Key Roles & Responsibilities: Relationship Management : Managing the banking and investments relationship of Wealth / HNI / affluent clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand affluent 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 Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current an...

KEY RESPONSIBILITIES :- Client Relationship Management: Acquire, build, and manage a portfolio of high-net-worth clients. Act as a trusted advisor by understanding clients financial needs and providing tailored investment strategies. Conduct regular portfolio reviews and updates to ensure alignment with client goals and market dynamics. Financial Planning & Advisory: Develop comprehensive financial plans, including asset allocation, retirement planning, tax optimization, and estate planning. Recommend and sell financial products such as mutual funds, SIP, insurance, PMS, bonds, NPS and alternate investment products. Sales & Revenue Generation: Meet and exceed sales targets through proactive ...

• Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio • Acquire new customers who meet product criteria • Regular interaction with the customer to build rapport to understand and update the profile. • Enhance the Overall value/book size of the portfolio • Maintain the overall quality / hygiene parameters of the portfolio • Cross selling products of the bankbased on the customer need • Joint calls being done along with Supervisor as per defined process • Advisory services to be offered based on the requirement in coordination with PBG. • Attrition control of customers • Achieving MTD and YTD Revenue TargetsRole & responsibilities Preferred candidate pro...

Client : AXIS Bank for the post of Burgundy relationship manager Experience : 5- 12 Years KRA : 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 & 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 Relationship Manager will be responsible for nurturing HNI client relationships through conti...

Key Accountabilities 1. Responsible for Sales from assigned distributors2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling3. Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brochure), mailers, group meetings with distributors/clients of distributors4. Responsible for providing best in class service to distributors5. Should be sensitive to the needs of distributors in terms of Product Updates, Query resolution and ensure proper follow...

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

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

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

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

WALK in Drive on 03rd NOV 2025 to 7th NOV 2025 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

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. Required Candidate profile Any other Experience required: Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.Relevant experience as below:Senior Relationship Manager

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing portfolios through effective sales strategies. Identify potential investment opportunities for HNI clients, providing personalized solutions using various financial products such as mutual funds, PMS, AIFs, MF, NISM certifications, etc. Develop and maintain strong relationships with existing HNI clients to increase wallet share and cross-sell additional services like wealth management offerings. Collaborate with internal teams to ensure seamless delivery of services to high net worth individuals. Analyze market trends and competitor activity to stay ahead in the com...

Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Conduct thorough analysis of client financial data to provide expert advice on investment products. Collaborate with internal teams to ensure seamless delivery of services and high-quality customer service. Stay updated with market trends and competitor activity to identify potential risks and opportunities. Provide exceptional customer service by responding promptly to client queries and resolving issues efficiently. Job Requirements Pr...

Description The Program Manager-Affluent will be a key member of our Affluent-Service team, working closely with Service teams to manage customer escalations. This role is critical in ensuring customer issues are resolved efficiently, especially when they require attention beyond standard support channels.. The successful candidate will have the opportunity to make a significant impact on the bank's affluent customer segment and contribute to its overall success. Responsibilities Handle high-priority or complex customer complaints that frontline teams cannot resolve. Offer tailored financial solutions, including investment advice, wealth management, and banking services, to meet customer nee...

Role & responsibilities Job Purpose: Responsible for developing effective wealth management strategies. Leading the team of Regional heads to meet the top and bottom-line target achievements for the vertical. Manage relationship with external and internal stakeholders to achieve the business strategies. The ideal candidate will be a dynamic leader with a proven track record in sales, business development, and team management. As the zonal Head, you will be responsible for setting sales strategies, nurturing client relationships, and leading a high-performance sales team. Main Accountabilities: Business Strategy and Planning Develop the strategic plan for Wealth Management to meet business ob...

Acquire and manage clients across retail, HNI, and corporate segments for Wealth, Insurance, CFDs, and Mutual Funds. Support the internal verticals (Loans, Insurance, Mutual Funds, Branch Banking) in cross-selling investment products. Stay updated on market trends, product offerings, and ROI across insurers, AMCs, and NBFC issuers. Conduct product awareness sessions and training for internal stakeholders. Track and maintain product comparisons, performance trackers, and ROI sheets. Manage end-to-end processes: client on-boarding, documentation, renewals, redemption, and service support. Maintain MIS reports and dashboards for business reviews and planning Preferred candidate profile

Financial Planning / Paraplanner: Educational Qualification: B.Com / BBA / M.Com Experience: 0 - 3 Years Location: Chennai & Bangalore Job Description: As a paraplanner, you will be closely working with Australian financial advisers and responsible for maintaining ongoing communications with financial adviser, meeting preparation, creation of financial plans and other administrative tasks relating to the financial adviser clients. You are required to be extremely detail-oriented, accurate, organized, able to prioritize and must always exhibit excellent verbal and written communications skills Job Responsibilities: Conducting investment research, reporting, and analysis. Preparing financial a...