10351 Wealth Management Jobs - Page 29

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Temenos Transact Good to have skills : Temenos Transact DevelopmentMinimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. Your day will involve overseeing the application development process and ensuring seamless communication within the team and stakeholders. Roles & Responsibilities:- Must be able to understand the requirements...

Project Role : Capital Markets Services Representative Project Role Description : Review asset portfolios and recommend wealth management and investment solutions to improve profitability metrics and asset utilization. Develop and implement asset management strategies, incorporating financial policy and business objectives. Must have skills : SAP FI CO Finance Good to have skills : SAP FI S/4HANA AccountingMinimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time educationSAP S/4HANA FICO ConsultantRole OverviewWe are seeking a skilled SAP S/4HANA FICO Consultant to support financial processes, optimize system configurations, and ensure seamless integration...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Associate Qualifications: BBA/BCom/BMS Years of Experience: 1 to 3 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 services with business proces...

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...

Skill required: Marketing Operations - Account Management Designation: Function Delivery Senior Manager Qualifications: Any Graduation Years of Experience: 16 to 25 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 Help balance increased marketing complexity and diminishin...

About The Role Skill required: NA - Solution Architecture Designation: Solution Enablement Manager Qualifications: Master of Business Administration Years of Experience: 13 to 14 years What would you do? "The Europe FS Solution Innovation team is looking for a Senior Solution Architect. The role will focus on Financial/Capital Markets. A specialisation or functional expertise in the one or more of the following scope areas is required:- Derivatives - Forex/Money Markets - Wealth Management - Asset Management.As a Solution Architect, the candidate will focus primarily on managing and developing solutions for complex business process outsourcing opportunity pursuits byDriving solutions aligned...

Key Responsibilities Conduct sector and company analysis on NIFTY and emerging stocks Prepare financial and analytical reports, presentations, and summaries Develop and execute marketing strategies to enhance brand and digital visibility Perform competitor and audience analysis for market positioning Create engaging social media and investor education content Contribute to brand outreach, campaign analytics, and business growth initiativesRole & responsibilities Preferred candidate profile MBA 1st year student specializing in Finance, Marketing,Sales Strong interest in stock markets, financial research, and data-driven decision-making Proficiency in MS Excel, PowerPoint , and basic knowledge...

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Data Engineering Good to have skills : Microsoft SQL Server, Python (Programming Language), Snowflake Data WarehouseMinimum 3 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Senior Analyst, Data Engineering, you will be part of the Data and Analytics team, responsible for developing and delivering high-quality data assets and managing data domains for Personal Banking customers and colleagues. You will bring expertise in data handling, curation, and conformity...

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Data Engineering Good to have skills : Microsoft SQL Server, Python (Programming Language), Snowflake Data WarehouseMinimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Senior Analyst, Data Engineering, you will be part of the Data and Analytics team, responsible for developing and delivering high-quality data assets and managing data domains for Personal Banking customers and colleagues. You will bring expertise in data handling, curation, and conformi...

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Data Visualization Good to have skills : Microsoft SQL Server, SAS BI, Microsoft Power Business Intelligence (BI)Minimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Senior Analyst, Data Engineering, you will be part of the Data and Analytics team, responsible for developing and delivering high-quality data assets and managing data domains for Personal Banking customers and colleagues. You will bring expertise in data handling, curation, and conformity,...

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Data Analytics Good to have skills : Microsoft SQL Server, Python (Programming Language), AWS RedshiftMinimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Senior Analyst, Data Engineering, you will be part of the Data and Analytics team, responsible for developing and delivering high-quality data assets and managing data domains for Personal Banking customers and colleagues. You will bring expertise in data handling, curation, and conformity, and support ...

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Data Analytics Good to have skills : Microsoft SQL Server, Python (Programming Language), AWS RedshiftMinimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary The purpose of the Data Engineering function within the Data and Analytics team is to develop and deliver great data assets and data domain management for our Personal Banking customers and colleagues seamlessly and reliably every time.As a Senior Data Engineer, you will bring expertise on data handling, cura...

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Data Engineering Good to have skills : Microsoft SQL Server, Python (Programming Language), Snowflake Data WarehouseMinimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Senior Analyst, Data Engineering, you will be part of the Data and Analytics team, responsible for developing and delivering high-quality data assets and managing data domains for Personal Banking customers and colleagues. You will bring expertise in data handling, curation, and conformity...

About The Role Project Role : Business Analyst Project Role Description : Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information. Must have skills : Business Requirements Analysis Good to have skills : AWS ArchitectureMinimum 12 year(s) of experience is required Educational Qualification : 15 years full time educationMust Have Skills: (POD 3 and other BAs)7+ years experience in Capital Markets domain (Asset & Wealth management:front office processes, including research, ...

Provide strong leadership and guidance to the team of Relationship Managers on their KRAs Set clear performance goals and targets, and monitor individual and team progress. Conduct regular team meetings to communicate updates, strategies, and performance expectations. Develop and implement sales strategies to generate new business and achieve revenue targets. Drive the acquisition of new clients by promoting our service and highlighting the benefits. Identify opportunities for cross-selling third-party products and services to clients. Collaborate with product teams and vendors to understand product offerings and develop effective cross-selling strategies. Proven experience as a team leader ...

Job Description : 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.

Company Description Navya Nexus is your destination for HR Services, Recruitment, and Digital Marketing Solutionscrafted to help startups, professionals, and founders grow, brand, and scale with purpose. We offer tailored services in HR operations, recruitment & talent solutions, career development, digital marketing, and brand strategy. At Navya Nexus, we bridge the gap between HR expertise, recruitment excellence, and digital growth to empower both individuals and businesses. Our team of passionate professionals is committed to delivering impact-driven, customized, and measurable solutions that fuel your success. Role Description This is a full-time, on-site role for a Wealth Manager locat...

Role Description Job Specification A. Position Details Position Title: Relationship Manager Assistant Manager / Deputy Manager Grade: Retail Sales Role RM - Banks 2-5 Yrs of Sales experience Work Experience Relationship Management C. Role Purpose Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets through the set of Bank branches in retail business Internal Focus - Branch Service Operations, Channel team External Focus - Distributors, Investors D. Key Accountabilities 1. Responsible for Sales from Banks 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to ana...

Role Description As a Senior Principle Engineer - Product Management at Incedo, you will be responsible for the development and management of product roadmaps and requirements. You should have experience with Agile methodologies and be able to work collaboratively with cross-functional teams. Roles & Responsibilities: Define product vision, strategy, and roadmap in collaboration with cross-functional teams Conduct market research and competitive analysis to identify product opportunities and threats Develop and maintain product requirements, user stories, and use cases Prioritize and manage product backlog in collaboration with development teams Communicate product vision and progress to sta...

Role & responsibilities 1) Candidate are responsible to sell all kind of investment products like (Mutual funds, LI, GI, Corporate FDs, PMS, AIF Products) direct to Retail and HNI customers. 2) Candidate are responsible to find and bring new customers through direct sales. 3) Build and maintain good relationships with clients. Preferred candidate profile 1) Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward 2) Good communication and people skills 3) Confident in sales and negotiation 4) Customer-focused attitude 5) ...

Direct Walk-In Opportunity for Financial Services at Tata Consultancy Services Chennai on Saturday 1st November 2025 Note: Candidates with relevant experience can directly attend the interview. Please go through the norms below before you attend. Job Role: Process Expert Process: Wealth Management/Reconciliation/Settlements Walk in Drive Date: Saturday, 1st November 2025. Location: Tata Consultancy Services Ltd, DLF IT Park, 1/124, MP Road, Shivaji Gardens, Nandambakkam Post Manappakam, Chennai - 600089 Timing: 09:00 AM - 12:00 PM Shift: Night(05:30 PM IST to 03:30 AM IST) Notice Period: 0 - 30 Days Candidate to Carry: Updated CV, Photocopy of Aadhaar and EPFO service history, All education ...

Key Responsibilities: Placing orders on behalf of customers Providing advisory services- AUM product penetration Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) New Client Acquisition & retention Client Meeting How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Avdhut : 7796426971

Job Role: The incumbent will be responsible for managing and overseeing all operational activities related to investment transactions in Mutual Funds and Structured Products. This role ensures seamless client servicing, operational efficiency, and process excellence while driving digitization initiatives and maintaining a high level of accuracy and compliance. Duties and Responsibilities (includes but not limited to): Oversee day-to-day operations related to investment transactions in Mutual Funds and Structured Product Ensure smooth processing of client investments, redemptions, switches, SIPs Drive digitization and automation of operational workflows to improve efficiency and accuracy Cond...

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest ...

About The Role Project Role : Scrum Master Project Role Description : Acts as an enabler for the effective functioning of a software development team using Agile methodologies. Coaches and mentors the Scrum Team(s), removing barriers to successful implementation and enabling a continued focus on the task at hand. Facilitates scrum and agile ceremonies such as sprint planning, daily stand-ups, sprint reviews, and retrospectives. Identifies and reports progress via appropriate metrics. Must have skills : Scrum Good to have skills : Wealth Management Advisory Solutions Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Scrum Master...