10272 Wealth Management Jobs - Page 3

Role & responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate NISM 8 & 5A certifications IRDA Min 4+ Years of experience in Equity Dealing is Mandatory. Regards, Prashant Ghusale Hr-HDFC Securities ltd 9890442104

Skills: Business Analyst Wealth Mgt Experience: 7+ years Location: Pune Working Mode: Hybrid, 3 days a week from Office Domain: Banking Budget: upto 28 LPA Notice Period: Immediate Job Description: 1. Ability to understand business requirements, translate them into requirement documents / user stories and explaining requirements to technical teams. 2. Good understanding of the banking / wealth management domain comprising various financial products e.g. Equity, Bond and Derivatives etc. 3. Also, should have good understanding of other banking products like Loans, deposits, Payments, Client static data etc. 4. Hands on experience in working with Data Warehouses, Data Analysis. 5. Hands on exp...

• Geojit Financial Services Ltd. Job Title : Financial Consultant This information aims to offer insight into the functional role within the company. These duties and responsibilities are only illustrative and not exhaustive. Additional duties may be assigned to maintain business standards. The post- holder is expected to contribute to the business and maintain highest of standards. Moreover he/she must adhere to the company policies and must maintain certain degree of discipline and decorum whilst under the service of the company. Job descriptions may be modified as needed to align with company requirements. General brief about the role: As a Financial Consultant with Geojit Financial Servi...

Wealth Manager Job description: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management) from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To coordinate with product and research team for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate and update themselves on available investment. T...

We’re hiring candidates with a finance background and telesales experience to pitch investment services to potential clients. Company will provide the leads/data — you just need to connect, explain, and convert. Send Resume-Shaheen Shaikh-8080872775

About The Role Project Role : Infra Tech Support Practitioner Project Role Description : Provide ongoing technical support and maintenance of production and development systems and software products (both remote and onsite) and for configured services running on various platforms (operating within a defined operating model and processes). Provide hardware/software support and implement technology at the operating system-level across all server and network areas, and for particular software solutions/vendors/brands. Work includes L1 and L2/ basic and intermediate level troubleshooting. Must have skills : Dynatrace APM Good to have skills : hive Minimum 3 year(s) of experience is required Educ...

Urgent Hiring in Top Broking Company as HNI Sales Role & responsibilities Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. Experience of advising clients across all asset classes. Experience of Cross Sales PMS , AIF , Mutual Funds . Candidates having good vintage in their present as well as previous companies.

Urgent Hiring in Top Broking Company as HNI Sales Role & responsibilities Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. Experience of advising clients across all asset classes. Experience of Cross Sales PMS , AIF , Mutual Funds . Candidates having good vintage in their present as well as previous companies.

Role & responsibilities Empanelment of Franchiese based on Eligibility criteria designed by the company. Supporting Franchiese in terms of Joint calls/Training programs etc. for driving sales and meet the revenue target from the mapped Franchiese Providing continuous support to the IFAs on day on day Drive IFA Engagement process Timely Resolution of Franchiese queries To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, works...

Role & responsibilities Develop and maintain strong relationships with assigned banks and to drive the sales of MF, AIF, and PMS products. Collaborate with bank partners to understand their needs, provide product training, and ensure effective product knowledge dissemination. Carry out huddles, group meetings, one on one meetings with assigned relationships to track distribution performance, provide feedback, and plan corrective actions. Conduct promotional activities, campaigns, and events in collaboration with the bank's distribution team to create product awareness and generate leads. Develop and execute strategies to increase penetration of AMC's products within the bank's existing clien...

Role & responsibilities Develop and maintain strong relationships with assigned banks and to drive the sales of MF, AIF, and PMS products. Collaborate with bank partners to understand their needs, provide product training, and ensure effective product knowledge dissemination. Carry out huddles, group meetings, one on one meetings with assigned relationships to track distribution performance, provide feedback, and plan corrective actions. Conduct promotional activities, campaigns, and events in collaboration with the bank's distribution team to create product awareness and generate leads. Develop and execute strategies to increase penetration of AMC's products within the bank's existing clien...

Role & responsibilities Develop and maintain strong relationships with assigned banks and to drive the sales of MF, AIF, and PMS products. Collaborate with bank partners to understand their needs, provide product training, and ensure effective product knowledge dissemination. Carry out huddles, group meetings, one on one meetings with assigned relationships to track distribution performance, provide feedback, and plan corrective actions. Conduct promotional activities, campaigns, and events in collaboration with the bank's distribution team to create product awareness and generate leads. Develop and execute strategies to increase penetration of AMC's products within the bank's existing clien...

Job Purpose Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targets Role & responsibilities Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to be done monthly with clients for deepening the Client relationship. Ensure adherence to Compliance process for advice given 1 New to Firm relationship to be sourced on monthly basis with min tick size of 50 lacs for Broking or IP Daily meetings to be done with existing clients and new prospects for business. Preferred candidate profile Educa...

Job Purpose Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targets Role & responsibilities Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to be done monthly with clients for deepening the Client relationship. Ensure adherence to Compliance process for advice given 1 New to Firm relationship to be sourced on monthly basis with min tick size of 50 lacs for Broking or IP Daily meetings to be done with existing clients and new prospects for business. Preferred candidate profile Educa...

Role & responsibilities Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targets Preferred candidate profile Candidate have an experience in broking and securities Candidate have an experience as Equity dealer and HNI Dealer

Role & responsibilities Acquire new accounts per annum with a minimum margin 25 Lac per account. Perform regular portfolio reviews to ensure client investment objectives are met. Maintain a high-level of product knowledge and stay informed with industry trends and changes. Sell and distribute products such as Mutual funds, Portfolio management services, Alternate investment fund, insurance, and mbonds. Preferred candidate profile Having a experience in Wealth Banking Broking company Should have a min 3 years of experience to sales PMS and AIF Should have experience HNI Client acquisition from open market

Role & responsibilities Acquire new accounts per annum with a minimum margin 25 Lac per account. Perform regular portfolio reviews to ensure client investment objectives are met. Maintain a high-level of product knowledge and stay informed with industry trends and changes. Sell and distribute products such as Mutual funds, Portfolio management services, Alternate investment fund, insurance, and mbonds. Preferred candidate profile Having a experience in Wealth Banking Broking company Should have a min 3 years of experience to sales PMS and AIF Should have experience HNI Client acquisition from open market

Private Wealth Manager !! Broking Companies Role & responsibilities Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Responsible for business development through acquisition of high net-worth clients. Mandatory numbers of meetings with clients to keep them updated with the current market scenario. Preferred candidate profile Educational Qualifications : Graduation Post Graduation in any discipline Experienc...

Role & responsibilities Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Responsible for business development through acquisition of high net worth clients. Provide regular updates to the immediate superior as and when required Mandatory numbers of meetings with clients to keep them updated with the current market scenario Preferred candidate profile Educational Qualifications: Graduation Post Graduation in...

Role & responsibilities Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Responsible for business development through acquisition of high net worth clients. Provide regular updates to the immediate superior as and when required Mandatory numbers of meetings with clients to keep them updated with the current market scenario Preferred candidate profile Educational Qualifications: Graduation Post Graduation in...

Private Wealth Manager !! Broking Companies Role & responsibilities Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Responsible for business development through acquisition of high net-worth clients. Mandatory numbers of meetings with clients to keep them updated with the current market scenario. Preferred candidate profile Educational Qualifications : Graduation Post Graduation in any discipline Experienc...

Private Wealth Manager !! Broking Companies Role & responsibilities Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Responsible for business development through acquisition of high net-worth clients. Mandatory numbers of meetings with clients to keep them updated with the current market scenario. Preferred candidate profile Educational Qualifications : Graduation Post Graduation in any discipline Experienc...

Role & responsibilities Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Responsible for business development through acquisition of high net worth clients. Provide regular updates to the immediate superior as and when required Mandatory numbers of meetings with clients to keep them updated with the current market scenario Preferred candidate profile Educational Qualifications: Graduation Post Graduation in...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years Accenture is a global professional services company with leading capabilities in digital, cloud and security.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 world's 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 m...

Dear Applicants, Currently we are hiring for Client Management Associate Role for Noida Location. Post : Client Management Associate Note - It's Client Servicing profile NOT Sales The job involves Client Coordination and Relationship Management Reaching out to clients to fulfil their business requirements Working with the Operations teams to ensure client deliverables are met Working closely with Senior Management on client management and strategy Looking for : Graduates with good communication skills in English and with flair for client management can apply for this post, must have good computer knowledge. Should be able to independently draft email messages and manage smooth communications...