10351 Wealth Management Jobs - Page 28

Must have NISM and IRDA certifications. Candidates should be based in Noida only Ensure candidates are informed about the location and time well in advance. Candidates must carry an updated resume and a valid ID proof. Dress code: Formal attire.

Job Title: Private Banking Advisor, Associate Location: Mumbai, India Role Description 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 enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele. What well 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 child...

Candidate having experience in Retail Broking / Financial Services / Wealth Management.

Acquire new customers and deepen relationships with existing clients. Understand customers’ financial goals and provide appropriate Financial solutions (Mutual Funds, Equity investments, PMS, AIFCar insurance, Term Insurance, Medical cover etc.) Required Candidate profile Excellent communication and relationship management skills. Strong financial and analytical acumen. Stock market knowledge Target-driven with a customer-centric mindset.

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserv Asset Management Ltd.

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Mumbai / Pune Looking for Wealth RM / HNI candidates who have good 6+ years of experience in banking industry, stable in job role and having a personal AUM of 75 - 100 Cr +. Well polished and good communicators having market and domain knowledge is a must. Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Slabs 150, 200, 250 and 300 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are me...

Role & responsibilities We look forward to young wealth managers who have the zeal to grow. Our client centric, process oriented approach and in-house fintech capabiliies will provide excellent opportunities for building strong client base through portfolio management services and wealth management services we need dynamic and matured wealth managers to build our business we can offer wonderful platform which will provide the wealth managers to have entrepreneurial experience while you work towards building client base and aum Wealth Managers with strong market experience and reasonable client base can collaborate with us for long term growth and self sustenance

A Private Wealth Manager will focus on acquiring High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Key Responsibilities: Sales Of PMS, AIF, and investment products. Client Acquisition Sales & Advisory Relationship Building

Responsibilities: Manage end-to-end storage and handling of raw materials and packing materials. Ensure timely availability of RM and PM for production as per the production plan. Maintain accurate inventory records using ERP or inventory management systems. Conduct regular physical stock verification and reconciliation. Monitor material shelf life, batch tracking, and FIFO (First-In-First-Out) compliance. Ensure proper labeling, segregation, and safe storage as per regulatory and GMP norms. Coordinate with procurement, production, and quality teams for material planning and usage. Maintain stock minimum and reorder levels to avoid stockouts or overstocking. Manage inward and outward logisti...

Role & responsibilities We look forward to young wealth managers who have the zeal to grow. Our client centric, process oriented approach and in-house fintech capabiliies will provide excellent opportunities for building strong client base through portfolio management services and wealth management services we need dynamic and matured wealth managers to build our business we can offer wonderful platform which will provide the wealth managers to have entrepreneurial experience while you work towards building client base and aum Wealth Managers with strong market experience and reasonable client base can collaborate with us for long term growth and self sustenance

Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) and non-resident Indians (NRIs) to grow liabilities business. Identify new sales opportunities through portfolio management, third party products, and fixed deposits. Develop and maintain strong relationships with existing clients to increase retention rates. Collaborate with branch teams to achieve sales targets and improve overall performance. Provide exceptional customer service by resolving client queries promptly. Desired Candidate Profile 4-8 years of experience in Retail Branch Banking or similar role. Strong understanding of Casa Sales, Current Account, Liability Products, Retail Liabilities, Retai...

Responsibilities: * Lead HNI / UHNI client acquisition & retention * Manage PMS portfolios with focus on wealth management & investment products. * Revenue Targets: Achieve monthly and annual sales targets for AUM * Capital Market Intelligence

A Client Relationship Executive (CRE) at Finovest Group is responsible for managing and nurturing relationships with clients to ensure their financial needs are met This role involves understanding clients financial goals, providing personalized investment solutions, and delivering exceptional customer service Key responsibilities may include: Developing and maintaining strong relationships with clients Identifying clients financial objectives and recommending appropriate investment products and services Providing regular portfolio reviews and updates to clients Addressing client inquiries and resolving any issues promptly Collaborating with internal teams to ensure seamless service delivery...

As an academician in the field of Finance at Kohinoor Management School, your role will involve conducting lectures and assessments, participating in research projects, contributing to consultancy and MDPs, mentoring students, engaging in the accreditations process, and undertaking any other academic administration tasks as required. To succeed in this position, you should have a Master's degree in Finance or a Ph.D. in Management (Finance) from a UGC-recognized university. Additionally, you should have at least 5 years of teaching experience in MBA/PGDM programs, with a minimum of 3 years in a full-time teaching position. Relevant industry experience is considered an advantage, and industry...

As a Relationship Manager for Key Clients such as HNIs and Ultra HNIs at Yes Bank, your role involves managing and providing expert relationship management experience. You will work closely with the Corporate and Institutional Banking team to acquire Personal Banking and Wealth Management relationships from key individuals such as Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth. It is crucial to stay ahead of competitors by anticipating and addressing shifting customer expectations. Key Responsibilities: - Maintain a strong working knowledge of client portfolios and products to increase business wallet share from HNI and Ultra HNI clients - Regularly engage with mapped relatio...

As a Wealth Manager in Mutual Funds at DR. Shares and Stock Brokers in Chandigarh, you will have the opportunity to leverage your expertise in mutual funds to assist clients in achieving their financial goals. Join us in making a real impact on our clients" financial well-being. **Role Overview:** - Advise clients on suitable mutual fund products based on their financial goals and risk profiles. - Build, maintain, and enhance client relationships through proactive engagement. - Manage client portfolios effectively and monitor fund performance. - Stay informed about mutual fund products, market trends, and compliance requirements. - Ensure client satisfaction by providing professional and eth...

You are sought to lead as the dynamic and strategic CEO of an IFSCA-regulated subsidiary in GIFT City, Gandhinagar, already operational and in sync with India's international financial ecosystem. Your role entails driving business growth, forming a high-performance team, and ensuring compliance with IFSCA guidelines while actively engaging with major global financial platforms. - Lead the expansion of the IFSCA-regulated business with a focus on innovation and scalability. - Build and oversee impactful teams in compliance, operations, technology, and sales. - Enhance engagement with key ecosystem players such as NSE IX, BSE IFSC, SGX, and other global platforms. - Develop and implement a str...

As a Branch Manager at SMC Group in Kurukshetra, you will play a vital role in overseeing daily branch operations to ensure smooth and efficient functioning. Your responsibilities will include supervising staff, managing client relationships, ensuring financial performance, and implementing company policies. Additionally, you will be involved in business development, preparing financial reports, and ensuring regulatory compliance. Key Responsibilities: - Supervise branch staff to optimize performance and productivity - Manage client relationships and provide excellent customer service - Ensure financial performance targets are met - Implement company policies and procedures effectively - Dev...

Role Overview: Deutsche Bank's Lending Asia team is seeking a Lending Officer to join their well-established team in Mumbai, India. The team specializes in providing liquidity solutions tailored for ultra/high net worth individuals. As a Lending Officer, you will lead a local team of credit analysts, manage financing enquiries and live execution, conduct financial analysis, research sponsors/clients, and assist in credit approval analysis. Your role will also involve monitoring transaction covenants, participating in system testing, and engaging in potential ad hoc projects. Private bank/Wealth Management experience is preferred, along with skills in change management and process improvement...

Hi, Greetings from AVANI ConsultingWe are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such 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 INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, Harika.Call & WhatsApp :- 8106336954 Share Updated resume,h...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Delivery Lead Senior Manager Qualifications: BE/BBA/Master of Business Administration Years of Experience: 16 to 25 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management servi...

Job Description: As a Wealth Relationship Manager (RM) or Premium RM, your role involves managing the wealth and investments of High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI). You will be responsible for providing personalized financial advice and services to help clients optimize their investment portfolios and achieve their financial goals. Key Responsibilities: - Build and maintain strong relationships with HNI and UHNI clients to understand their financial needs and objectives - Develop customized investment strategies and financial plans based on clients" risk tolerance, investment preferences, and financial goals - Monitor and review clients" investment po...

About The Role Project Role : Program/Project Management Representativ Project Role Description : Deliver business and technology outcomes for assigned program, project, or contracted service. Leverage standard tools, methodologies and processes to deliver, monitor, and control service level agreements. Must have skills : Business Requirements Analysis Good to have skills : Wealth Management Advisory Solutions, Pega Platform, Pega Architecture Minimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Program/Project Management Representative, you will be responsible for delivering business and technology outcomes for assigned program...

As a Relationship Manager at Muthoot Securities Ltd (MSTL), located in Chennai, your main role is to build and maintain strong client relationships, provide advisory services, and offer market insights. Your responsibilities will include understanding client needs, suggesting suitable investment opportunities, managing client portfolios, and ensuring client satisfaction. Additionally, you will be conducting market research and staying updated with market trends. Key Responsibilities: - Build and maintain strong client relationships - Provide advisory services and market insights - Understand client needs and suggest suitable investment opportunities - Manage client portfolios and ensure clie...