13138 Wealth Management Jobs - Page 28

Role & responsibilities Handle end-to-end onboarding of new clients (KYC, FATCA, bank mandates, NACH, etc.) Act as the primary point of contact for clients regarding SIPs, lump-sum investments, portfolio reviews, and service requests Communicate investment updates, reminders, and process clarifications to clients Support NRI clients with documentation, compliance, and operational queries Track client-wise AUM, SIP book growth, redemptions, and portfolio movements Process MF transactions: purchases, redemptions, switches, STP & SWP Ensure accurate and timely execution through RTA/AMC platforms Maintain updated client records, transaction logs, and communication history in CRM Coordinate with ...

Position: Wealth Manager Salary: 8–20 LPA Experience: Minimum 3 Years Mandatory min portable book size of 20 Cr Strong relationship management and client acquisition skills Nivedita Email: arsprocess11@gmail.com Contact: 9310803461

Company Description A D Naik Wealth is a trusted wealth management firm with over 35 years, we are dedicated to enabling financial aspirations and fostering freedom. Recognized for our excellence, we have received accolades such as the Best Financial Advisor (Mega Cities) award in FY 201415 and the Best Performing Regional Financial Advisor (West 201617) by CNBC. At A D Naik Wealth, our focus goes beyond numbers and strategiesit's about empowering individuals and families toward financial independence. Role Description We are seeking a full-time Senior Client Support Executive for our Goregaon office. The role involves maintaining and enhancing client satisfaction by providing exceptional su...

This role is primarily required to manage and enhance the FCNR/NRE Deposits and overall liabilities portfolio for Mashreq Bank in India catering to the NRI client base of Mashreq Pvt Banking UAE. Job Purpose Origination of domestic client relationships for deposits and managing NRI customers accounts i.e., FCNR/NRE as per the strategy set for Mashreq Bank in India. Build and maintain strong relationships with non-resident customers Provide personalized banking solutions and services to meet customer needs Collaborate with internal teams to resolve customer issues and improve service quality. Develop and implement strategies to enhance customer satisfaction and loyalty. Responsibility over Ac...

Energetic and goal-driven Relationship Managers for our Mumbai office. This role involves on boarding financial distributors,supporting their sales efforts, and maintaining compliance.Apply with your resume,u will get call From HR Required Candidate profile BFSI/insurance sales/channel development preferred (Freshers with strong interpersonal skills are also encouraged to apply)Any Graduate Excellent communication,self-motivated, ethical, team player. Perks and benefits Attractive performance-linked incentives

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...

Responsibilities: Manage $1 million+ portfolios Collaborate with investment team on strategic planning Meet revenue targets through mutual fund sales Build strong relationships with clients Sales incentives

We are seeking a dynamic and result-oriented Branch Manager to lead our branch. The walk in drive will be conducted on 24th & 26th December 2025 between 10 AM to 12 PM. Kindly note that this drive is specifically for Branch Manager role where the ideal candidate should have at least 10 years of banking experience. Interview Location: HDFC Bank Ltd,Ground Floor ,2/3, Gv Tower, Melakkal Main Road, Kochadai, Near Passport Office, Madurai- 625016 Point Of Contact: Ms. Yogamathi (Cluster Head) Job Location: College Road Karaikudi IMMEDIATE JOINERS WILL BE PREFERRED Role: Branch Manager Experience: Minimum 10 years in Banking Industry Responsibilities: Business and Sales Performance and achieving ...

We are seeking a dynamic and result-oriented Branch Manager to lead our branch. The walk in drive will be conducted on 24th & 26th December 2025 between 10 AM to 12 PM. Kindly note that this drive is specifically for Branch Manager role where the ideal candidate should have at least 10 years of banking experience. Interview Location: HDFC Bank, No 341/2, North Bye Pass Road, Bgs Towers, Opp To Galaxy Hospital, Vannarapettai, Tirunelveli 627002, Tamil Nadu Point Of Contact: Ms. Gomathy (Cluster Head) Job Location: Vallioor & Tirunelveli IMMEDIATE JOINERS WILL BE PREFERRED Role: Branch Manager Experience: Minimum 10 years in Banking Industry Responsibilities: Business and Sales Performance and...

We are seeking a dynamic and result-oriented Branch Manager to lead our branch. The walk in drive will be conducted on 23rd, 24th & 26th December 2025 between 10 AM to 12 PM. Kindly note that this drive is specifically for Branch Manager role where the ideal candidate should have at least 10 years of banking experience. Interview Location: HDFC Bank, 74 And 75, Kamarajar Salai, Madurai, Madurai 625009, Tamil Nadu. Point Of Contact: Mr. Alagudurai Pandian P (Cluster Head) Job Location: Madurai & Thirumangalam Role: Branch Manager Experience: Minimum 10 years in Banking Industry Responsibilities: Business and Sales Performance and achieving business targets Operational Excellence Customer Serv...

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI 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. 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 Yes FIRST HNI Relationships Inc...

Job Description: We are hiring a result-driven Sales Manager Equity to lead equity sales, manage a team, and drive business growth. The role involves P&L ownership, HNI client acquisition, and team leadership. Key Responsibilities: Drive equity sales and revenue targets Build, manage, and mentor sales team Handle HNI, institutional & retail clients Sell equity products (stocks, ETFs, derivatives) Ensure SEBI and internal compliance Preferred candidate profile Graduate in Finance / Commerce / Economics NISM Certification preferred Candidates with strong equity sales experience and team handling background are highly preferred. Immediate to 30-day joiners will be given priority.

Urgent hiring for Relationship manager for one of the leading pvt ltd bank. Role Overview - Manage an assigned affluent & wealth client portfolio , drive CASA growth , cross-sell banking and wealth products, acquire new clients, and deliver a premium banking experience while ensuring compliance and service excellence. Key Responsibilities Grow CASA value and acquire new affluent / wealth clients Deepen relationships through cross-sell of banking, investment & loan products Increase product holding per customer within the mapped portfolio Provide seamless onboarding on Mobile/Net Banking, SIPs, Insurance, Investments & Loans Handle walk-in customers , routine transactions, fund transfers, dep...

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...

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...

Job description Job Description: Area Head Signature Banking Education :MBA / Post Graduate Degree in Financial/Accounting/ Banking, Marketing or equivalent AMFI / NISM certified Experience : 8+ years work experience in High Net worth Client Handling & Acquisition Experience in managing teams will be preferred 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 ...

Role & responsibilities Job Role: Develops new and expands existing Customer relationships for liabilities (CA driven) and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer sati...

Responsibilities: Mutual funds advisory to HNIs Prospect for new sales leads and close sales Qualifications: 2-8 years of work experience with Mutual Funds and PMS Compensation: 27,000 - 47,000 in-hand Location - Sector 3 Noida Travel allowance Mobile bill reimbursements Leave encashment Sales incentives Performance bonus Life insurance Health insurance

Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Instrumental in augmenting sales target of casa per month Steered end-to-end process of customer.

Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to nurture the Private Banking Clients & Relationships by providing world class experience for their Banking, Investments, Risk & Lending requirements. What we ll offer you As part of our flexible scheme, here are just some of the benefits that you ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and ed...

Roles and Responsibility Develop and implement effective sales strategies to achieve business objectives. Build and maintain strong relationships with key stakeholders, including educational institutions and organizations. Identify new business opportunities and expand existing client relationships. Collaborate with cross-functional teams to drive growth and revenue. Provide mentorship and guidance to junior team members. Analyze market trends and competitor activity to stay ahead in the industry. Job Requirements Proven track record of success in institutional sales and mentoring. Strong understanding of the education sector and its dynamics. Excellent communication, negotiation, and interp...

The Financial Controller will serve as the Finance Head for India while also playing a key role in the financial consolidation, reporting, and accounting for Syfe s international entities in Singapore, Hong Kong, and Australia. This role requires deep expertise in IFRS, end-to-end controllership, and experience working in a Fintech or highly regulated digital financial services environment. What You ll Do India Finance Leadership Act as the Finance Head for India, overseeing all financial operations, statutory reporting, and compliance. Manage India entity financial statements, audits, tax filings, and regulatory submissions. Ensure strong internal controls, risk management, and financial go...

Key Responsibilities: Project planning, requirement gathering, and gap analysis Quality assurance and manual / automation testing Coordinate with stakeholders and track production issues in JIRA Prepare and share status reports Requirements: Experience in Wealth Management / Capital Markets Hands-on testing experience Strong communication and stakeholder coordination skills Preferred: Experience with mobile wealth applications Exposure to Finacle WMS, Wealthfy, or Miles (Integra)

Deutsche Bank is the leading German bank with strong European roots and a global network. We re driving growth through our strong client franchise. Against a backdrop of increasing globalization in the world economy, Deutsche Bank is very well-positioned, with significant regional diversification and substantial revenue streams from all the major regions of the world. We serve our clients real economic needs in commercial banking, investment banking, private banking and asset management. We are investing heavily in digital technologies, prioritizing long term success over short-term gains, and serving society with ambition and integrity. All this means a career packed with opportunities to g...

Roles and Responsibility Develop and implement comprehensive wealth management strategies for clients. Conduct thorough financial analysis and risk assessments to identify investment opportunities. Build and maintain strong relationships with clients to understand their financial goals and objectives. Provide expert advice on investment products, such as stocks, bonds, and alternative investments. Collaborate with cross-functional teams to ensure seamless delivery of services to clients. Stay up-to-date with market trends and regulatory changes to ensure compliance. Job Requirements Strong knowledge of wealth management principles and practices. Excellent communication and interpersonal skil...