13162 Wealth Management Jobs - Page 31

Responsibilities: Perform functional, UAT, regression, and integration testing Validate investment journeys including SIP, redemption, and switches Execute API, database, and reconciliation testing Ensure SEBI, FATCA, CKYC, and AML compliance. Provident fund Health insurance

1669644 The opportunity Consultant-FS-SaT-SaT - S&E - Corporate Strategy - Mumbai FS Finance fuels our lives. Banking, Insurance and Wealth management, create the foundations for growth, prosperity and peace of mind. No other Industry touches so many people or shapes so many lives. Amid sweeping regulatory change, today s financial services institutions are focusing on digital transformation, convergence and disruption from an array of nontraditional competitors all while meeting greater demands for trust and transparency. To address this delicate balance of issues, our competent team of business strategists, technologists and industry leaders bring fresh thinking and sector knowledge across...

1662993 The opportunity Senior Consultant-FS-Tech Consulting-CNS - TC - Technology Strategy & Transformation - Hyderabad FS Finance fuels our lives. Banking, Insurance and Wealth management, create the foundations for growth, prosperity and peace of mind. No other Industry touches so many people or shapes so many lives. Amid sweeping regulatory change, today s financial services institutions are focusing on digital transformation, convergence and disruption from an array of nontraditional competitors all while meeting greater demands for trust and transparency. To address this delicate balance of issues, our competent team of business strategists, technologists and industry leaders bring fre...

1662935 The opportunity Manager-FS-Tech Consulting-CNS - TC - Technology Strategy & Transformation - Hyderabad FS Finance fuels our lives. Banking, Insurance and Wealth management, create the foundations for growth, prosperity and peace of mind. No other Industry touches so many people or shapes so many lives. Amid sweeping regulatory change, today s financial services institutions are focusing on digital transformation, convergence and disruption from an array of nontraditional competitors all while meeting greater demands for trust and transparency. To address this delicate balance of issues, our competent team of business strategists, technologists and industry leaders bring fresh thinkin...

1669701 The opportunity Senior Manager-FS-Assurance-ASU - TR - Technology Risk - Bangalore FS Finance fuels our lives. Banking, Insurance and Wealth management, create the foundations for growth, prosperity and peace of mind. No other Industry touches so many people or shapes so many lives. Amid sweeping regulatory change, today s financial services institutions are focusing on digital transformation, convergence and disruption from an array of nontraditional competitors all while meeting greater demands for trust and transparency. To address this delicate balance of issues, our competent team of business strategists, technologists and industry leaders bring fresh thinking and sector knowled...

1669700 The opportunity Senior Manager-FS-Assurance-ASU - TR - Technology Risk - Bangalore FS Finance fuels our lives. Banking, Insurance and Wealth management, create the foundations for growth, prosperity and peace of mind. No other Industry touches so many people or shapes so many lives. Amid sweeping regulatory change, today s financial services institutions are focusing on digital transformation, convergence and disruption from an array of nontraditional competitors all while meeting greater demands for trust and transparency. To address this delicate balance of issues, our competent team of business strategists, technologists and industry leaders bring fresh thinking and sector knowled...

ASSET AND WEALTH MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm s primary investment area, we provide investment and advisory services for some of the world s leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more than $2 trillion in assets under supervision. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. We are: Investors , spann...

1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Keywords SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Managem...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Keywords SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Managem...

1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having per client ticket size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) Monitori...

1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having per client ticket size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) Monitori...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

Role & responsibilities Sales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for selling companys product/offerings. Since this form of selling is dependent on communication skills, good communication skills are a must. He/she must be able to plan the number of fresh/follow-up calls he/she has to do in order to meet targets. The job requires good selling and persuading skills and a thorough understanding of the compa...

Role & responsibilities We are looking for seasoned Wealth Management professionals to manage and grow High Net Worth and Ultra HNI client relationships. The role requires strong advisory capability, portfolio management expertise, and an ability to deliver superior customer experience. Key Responsibilities Manage and expand relationships with HNI & UHNI clientele Handle investment advisory across Mutual Funds, Structured Products, AIF, PMS, Bonds, Insurance & other wealth products Ensure portfolio growth through asset allocation, cross-sell & up-sell strategies Conduct periodic portfolio reviews ensuring superior returns and customer satisfaction Achieve revenue targets across investment, l...

Job Purpose:- The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint cal...

Dear Aspirants, Greetings from Aditya Birla Sun Life AMC ...!!! We have immediate Job Openings for Relationship Manager role for Gulbarga location Job Criteria: Number of Open Positions: 1 Designation: Relationship Manager - Retail Sales Locations: Karur, Kottayam, Warangal Age: Upto-32 Years Education Qualification: Any Graduates. Industry: BFSI with Mutual Fund Sales. Role & responsibilities Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure on...

Bajaj Capital Ltd is currently hiring for / . across the entire Bangalore with minimum of 2 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 varadarajan.dittakavi@bajajcapital.com

Dear Candidate, Urgent opening with leading bank. Designation : RM FW CTC : Upto 13.88 LPA Location : Navi Mumbai / Mumbai Job Title - Relationship Manager - First Wealth Business Unit - Retail Banking Function -Branch Banking Job Purpose -The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross sell of all banking products, acquiring new clients and managing the walk in clients. The role entails managing all cash, routine transactions for bank customers including fund transfer, accepting deposits & withdrawals and managing delivera...

Walk in Interviews - Retail Branch Banking -20th Dec 2025- Hyderabad. Job Location: Across Hyderabad Branches. Job Roles: 1. Preferred Relationship Managers 2. Personal Banker Classic Role & responsibilities Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and...

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 harshita : 9822381876

Role & responsibilities Band/Designation: Chief manager Department: Sales Retail Channel Location: Mumbai Experience: Minimum 8–12 years of relevant experience Salary: As per industry standards Job Purpose: Drive business growth and AUM for the assigned UFC by executing sales and business development strategies in line with regional and corporate objectives, while managing UFC operations and key distributor relationships. Key Responsibilities: Achieve and exceed business targets for AUM, fund mobilization, IFAs empaneled, and new investor acquisition. Manage overall UFC operations, administration, expenses, and profitability. Develop and grow key accounts, including large IFAs, HNIs, and non...

Responsibilities: Manage HNIs & NRIs' financial goals & objectives Collaborate with cross-functional teams on investment strategies Monitor market trends & risks Ensure compliance with regulatory standards Health insurance Provident fund

Role Overview: As a Project Manager specializing in Digital Onboarding at Capco, you will be responsible for leading and managing projects focused on digital onboarding journeys and wealth servicing through mobile applications. You will collaborate with various teams to design, implement, and optimize end-to-end mobile app experiences, driving digital transformation initiatives and enhancing customer experience. Key Responsibilities: - Lead and manage projects focused on digital onboarding journeys and wealth servicing through mobile applications. - Oversee the design, implementation, and optimization of end-to-end mobile app experiences for customer onboarding and servicing. - Collaborate w...

Job description Join the team of an Australian-based company providing office management services for small to medium- sized businesses. Our CLIENT is a Financial planning company based in Australia, Initially looking for an Advisers assistant who can assist with daily administration tasks with the view to moving into a paraplanner and/ or financial adviser role in the future. Full training will be provided Roles and Responsibilities: Financial Planning: Assist in the development and maintenance of financial models, forecasts, and budgets. Work closely with Support Staff and Paraplanners to generate compliant Advice. Perform Ad-Hoc financial analysis and projects as required by senior manage...