10351 Wealth Management Jobs - Page 30

About The Role Project Role : Product Owner Project Role Description : Drives the vision for the product by being the voice of the customer, following a human-centered design approach. Shapes and manages the product roadmap and product backlog and ensures the product team consistently deliver on the clients needs and wants. Validates and tests ideas through recurrent feedback loops to ensure knowledge discovery informs timely direction changes. Must have skills : Business Requirements Analysis Good to have skills : Wealth Management Advisory Solutions, Agile Project Management Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a P...

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 Architecture Minimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education BA 1:Must Have Skills: (POD 3 and other BA's) 7+ years experience in Capital Markets domain (Asset & Wealth management:front office processes, including ...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Senior Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 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 busi...

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 : Wealth Management Advisory Solutions Good to have skills : Business Requirements Analysis Minimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Business Analyst, you will analyze an organization and design its processes and systems, assessing the business model a...

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 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 ...

Relationship Manager Position Grade: M3/M4Busines Unit: Department: Wealth Sub Function: Sales Location: (PAN India Positions) Number of Positions: Single / Multiple Position Type: Full Time Job PurposeDirect Reports (Position Title) The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfo...

The Senior Relationship Manager (SRM) is responsible for managing high-value clients (premium/elite members) and ensuring successful matchmaking outcomes through personalized relationship management, customer engagement, and consultative selling. Key Responsibilities Handle a portfolio of high-net-worth or premium clients to assist in their partner search journey. Understand client preferences, expectations, and background to offer tailored match recommendations. Build long-term trusted relationships through regular follow-ups, meetings, and counseling sessions. Achieve monthly/quarterly conversion and retention targets. Work closely with internal matchmaking and service delivery teams for e...

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 : Wealth Management Advisory Solutions Good to have skills : Business Requirements Analysis Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Business Analyst, you will engage in a variety of tasks that involve analyzing organizational processes and systems. Your...

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 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 ...

The Manager of Business Analysis is responsible for analyzing financial data, market trends, and customer insights to provide valuable insights and recommendations for the Wealth vertical at Muthoot FinCorp. This role involves collaborating with various teams to support data-driven decision-making, strategy development, and ensuring the department's financial performance Develop and maintain detailed reports and dashboards that provide key performance indicators and insights to the management team. Collaborate with the leadership team to define and refine the department's strategic goals and objectives, ensuring alignment with the MFLs overall business strategy. Assist in budgeting and forec...

About The Role Project Role : Strategic Program Lead Project Role Description : Identify strategic focus areas, develop the plan to deliver strategic projects and programs, and drive and manage the work to achieve business outcomes. Must have skills : Program Project Management Good to have skills : Project Program & Portfolio Governance Minimum 18 year(s) of experience is required Educational Qualification : 15 years full time education Summary :The Chief of Staff (COS) is responsible for supporting the progression of the agenda and priorities of the Chief Learning & Research Officer (CLRO). The COS manages across critical business priorities and initiatives to optimize the CLRO's time and ...

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 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 ...

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 pr...

Position Relationship Manager - Global Indian Banking Business Unit Branch Banking Sub Unit Branch Global Indian Banking Reporting to Branch Business Leader (BBL) Responsibilities Candidate should be managing around 60 to 80 HNI NRI customers and confident of growing the HNI NRI base Candidate should have a clear focus on large value to grow the GIB book size for the branch Candidate would source a minimum of 2 to 3 new HNI NRI relationships (GIB Yes First) every month and also focus on FCNR/NRE/NRO term deposits He should have a good connectivity in the NRI segment to source business and sound knowledge to understand the business He should have cross sell skills for sale of third party prod...

we are looking for a retail sales advisor who can help and assist clients build wealth , smart equity investment u will need to plan and make new and follow up calls to meet your targets knowing about the equity market good at selling is crucial Perks and benefits for more info contact Ujjawal 9625976958

Provide financial solutions to the customers while maintaining high service standards Maintain complete customer profile including demographics Responsible for selling Equity based Investment Deepen the relationships by selling all types of Insurance Required Candidate profile NCFM/NISM certifications Knowledge of banking products & services Ability to manage complex client situations Good communication skill Good networking and relationship building skills Perks and benefits Attractive incentive scheme + Mediclaim

- Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by our client

As a Private Wealth Manager, you will focus on acquiring High Net-Worth (HNI) and Ultra High Net-Worth clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on selling PMS, AIF, and other investment products.

Roles and Responsibilities -Equity Dealing plus third party product sales Desired Candidate Profile - NISM 8 is mandatory Perks and Benefits - Depends on the interview.its Open

What are we looking for? The Financialist is seeking an individual who swears by "Stay Hungry Stay Foolish" and comes up with innovative solutions. You'll be part of the wealth advisory team and will work with founding team members on building the company. Job Description : The job entails being a part of the advisory team that vides comprehensive financial planning to clients regarding their overall financial well-being needs. The advice should be coherent with the principles of financial planning, keeping the client's risk file, goals, and milestones in mind. Wealth advisors assess a client's financial needs, including retirement, saving for education, home buying, vacation planning, budge...

Role and Responsibilities: -Work with Wealth Advisors (junior team members) to execute the operations. -Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate and tax planning, while ensuring coherence with each client's risk profile. -Conduct thorough analysis of client's financial situations, covering income, expenses, assets, liabilities and investment portfolios. This will primarily entail reviewing work performed by Wealth Advisors. -The Principal Wealth Advisor along with the advisory team will be responsible for managing client relationships, deeply understanding their financial needs and providing holistic...

Bajaj Capital Ltd is currently hiring for / . with minimum of of experience in Direct Sales -The role focuses on , , , . -The product suite includes , , , , , etc. -It's and . - is mandatory in any field. To apply share your updated CV at moni.singh@bajajcapital.com

Dear Candidates, Greetings Advisory and Relationship Management . Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients. . Advising Affluent clients in conjunction with the Research team , Financial planning department , operations team etc on their existing 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. Candidate . Good ability to analyse client data, identify trends, create lasting impressions through impactful presentations are necessity for the job. . Candidates having experience in managing ...

Title: Associate Content Researcher Shift - UK shift Location: Vashi, Navi Mumbai Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities. Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years. The Team As an essential part of Morningstar Global MID Organization, Data Content Research Team is responsible...

Drive sales initiatives and generate revenue by managing the channel partners Update the partners about fund performance & USP’s of new product launches Manage existing, potential Private Wealth partner relationship& engagement,promotional activities