10351 Wealth Management Jobs - Page 33

Job Purpose This position is open with Bajaj Finance Ltd. Duties and Responsibilities To achieve collection targets assigned to the territory by meeting collection target for the states or region assigned. Meeting the Target on Cost of Collections. Ensuring meeting PI Targets within cost limit specified. Ensuring legal guidelines are complied for entire collection structure in letter and sprits. Ensure that the collection agencies and executives adhere to the legal guidelines provided by the law in force. Ensure adherence to the Code of Conduct. Continuously monitoring collection agencies and collection executives to identify fraudulent practices and ensure that no loss is incurred due to su...

Compliance Testing & Monitoring: Conduct periodic riskbased control testing and reviews across various business areas & regions Evaluate policies, procedures & transactions, reports etc. by employing strong investigative techniques such as indepth interviewing, inspection, observation and analysis to assess compliance key compliance risks, regulatory requirements, internal Compliance policies and effectiveness of key controls Identify gaps & recommend corrective actions to improve overall levels of compliance Reporting & Documentation: Prepare detailed reports on testing results, findings, and recommendations Maintain comprehensive documentation of compliance testing activities including app...

Monitor and resolve settlement discrepancies across multiple global markets, including handling of fails, reconciliation issues, and trade breaks Process and validate trade settlements through various clearing systems while ensuring compliance with marketspecific settlement cycles and regulations Manage allegements (claimed trades) by investigating unmatched trades, coordinating with counterparties, and implementing resolution strategies to prevent settlement failures Key Domain & Technical Skills Understanding of Capital & Financial Markets Familiarity with financial instruments and their impact on business Understanding of risk management Knowledge of regulatory frameworks and compliance r...

We re looking for a Python Engineer to: develop, maintain, and support python code base migrate and transform our existing C# and T-SQL code to Python support migration tooling and automation for multiple internal UBS infrastructure and end user programs provide technical expertise and recommendations in assessing new requirements and initiatives to enhance our existing products conduct code reviews and test software as needed, along with participating in application architecture and design and other phases of SDLC see that proper operational controls and procedures are implemented to move from test to production believe in and enforce high standards for code quality, code reviews, testing, ...

Execute assigned tasks such as setting up client records, maintaining work logs, and investigating exceptions Add and update client information accurately in functional applications and global systems Manage workflow and handle requests from internal teams and departments Ensure work is processed within established timeframes and meets required controls and targets Interact with lines of business and internal clients via telephone and email Respond promptly to mailbox queries and resolve client issues on priority Work on business-as-usual projects and process back-up tasks, identifying improvements in work practices Required qualifications, skills, and capabilities Strong English written and...

Job Purpose This position is open with Bajaj Finance ltd. Duties and Responsibilities Meeting & exceeding business goals/targets in different products ie. Loans & Insurance bundled/Non-Bundled through Lead fulfilment & Field Activity on existing Data Base Manage, control & own all channels businesses. Recruit, retain, manage & build a productive team of Off Roll employees Maintain delinquency on the portfolio, in line with the Product Segment. Take Care of customer Escalations and Complaint Monitor & measure key conversion, productivity & data penetration metrics Learning and Understanding of CRM & lending system - Salesforce. com & Finnone is must. Effectively engage with Credit, Operations...

Job Purpose This position is open with Bajaj Finance ltd. Culture Anchor:Have high ambitions - Inspires the team to aim for higher targets and supports in achieving themOwn It - Acknowledges uncertainty and makes changes in own decisions/ actions for better outcomes Duties and Responsibilities Meeting & exceeding business goals/targets in different products ie. Loans & Insurance bundled/Non-Bundled through Lead fulfilment & Field Activity on existing Data Base Manage, control & own all channels businesses. Recruit, retain, manage & build a productive team of Off Roll employees Maintain delinquency on the portfolio, in line with the Product Segment. Take Care of customer Escalations and Compl...

SUMMARY: - The Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make informed investment decisions, grow their wealth, and achieve their financial goals. Their services go beyond basic stock trading and involve a comprehensive approach to wealth management and financial planning PRIMARY JOB RESPONSIBILITIES It is direct sales profile so candidate should be able to acquire quality base clients through ...

Position Purpose The candidate will have the opportunity to work within WMIS as a Business Analyst closely with various teams to design & develop solutions aligned with our overall strategy. Responsibilities As Senior Business analyst, you will play an important role in projects by working closely with development team, Business and various transversal teams like Document Management, IT Security, IT Risk, Architect, Application Integration, and Production Support. You will report to Division head in Singapore Technical & Behavioral Competencies Very good experience in business analysis in Document management Good experience in working as BA for multiple minor Document management projects in ...

Greeting from Infosys BPM Ltd., We are hiring the candidates from M.Com/ MBA Finance Fresher (Capital Market) domain for Bangalore- location. Please walk-in for interview on 2nd November 2025 at Bangalore Location. Note: Please carry copy of this email to the venue and make sure you register your application before attending the walk-in. Please use below link to apply and register your application. https://career.infosys.com/jobdesc?jobReferenceCode=PROGEN-EXTERNAL-230802 Please mention the generated Candidate ID on the top corner of your Resume *** Interview details: Interview Date: 2nd November 2025 Interview Time: 10:00 AM till 12:30 PM Interview Venue: Bangalore E-City Venue: 2nd Novembe...

5 + years of experience in SDLC which includes Design Development Testing with special emphasis on Data Warehouse and Business Intelligence applications Experience in Data Warehousing ETL Tool IBM Info Sphere DataStage 11.5/11.7 is mandatory Familiarity in incorporation of various data sources such as Oracle Excel files and Flat files landing into the staging area Involvement in troubleshooting of Data Stage jobs and addressing issues like performance tuning Expert in Creation of Sequence jobs using Job Activity Wait for File Activity Exception Handler Sequencer Terminator Activity Notification Activity etc. Having good knowledge on ETL concepts Good knowledge in SQL and UNIX commands Second...

We are looking for a skilled Business Analyst with 10-25 years of experience to join our team in Bangalore. The ideal candidate will have a strong background in banking and mobile apps, with excellent communication skills and the ability to translate data into actionable insights. Roles and Responsibility Collaborate with stakeholders to analyze current and target business operations. Document requirements for programs and evaluate business processes. Perform requirement and technical analysis, writing requirements that meet business needs. Generate process documents and reports, and manage stakeholder relationships. Translate data into actionable insights using relevant tools like Visio, PU...

Wealth Specialists INTERNAL USAGE: No. of Vacancies: 1 Reports to: Regional Investment Counselor Is a Team leader? Y/N Team Size: Grade: SM/AVP Business: Retail Banking Department: Affluent Business Sub - Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless to...

Wealth Specialists INTERNAL USAGE: No. of Vacancies: 1 Reports to: Regional Investment Counselor Is a Team leader? Y/N Team Size: Grade: SM/AVP Business: Retail Banking Department: Affluent Business Sub - Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless to...

Join Bajaj Capital Ltd 61 Years of Financial Excellence With a legacy spanning six decades, Bajaj Capital Ltd has been a trusted name in wealth management and financial services across India. Our Prime Channel is expanding rapidly, and we are looking for experienced, ambitious professionals to join our journey of growth. Current Openings: Relationship Manager (RM) Senior Relationship Manager (Sr. RM) Who Should Apply: Professionals from Mutual Funds (with strong AUM), Banking , Life Insurance (LI) , or General Insurance (GI) backgrounds. Individuals with a strong client base and proven expertise in wealth management and financial advisory . Why Bajaj Capital Ltd? Competitive Compensation Bi-...

Position Purpose The opening is for an AAA & Actuate developer who is able to design and give new solution for the upcoming changes to the existing as well as new assets/applications within the Services division. This role is technology oriented, which includes defining development methodologies, hands on development for new projects/evolutions, production L3 (Developer level) support, providing technical solutions and performing POC for new relevant frameworks available in market. Knowledge and experience in the Wealth Management (Private Banking) domain is a good to have. (Portfolio Analysis, Order Management and Advisory functions). Responsibilities Perform AAA Front end (GUI) development...

The Role Addepar is seeking a highly skilled and motivated Software Development Engineer in Test (SDET) - IC3 to be a hands-on in quality for our wealth management solutions. This is a crucial individual contributor role where you will design, implement, and drive the quality engineering processes necessary to ensure our trading application is delivered on time and with exceptional quality and reliability. You will act as the quality expert, working strategically with diverse internal teams including Engineering, Product, Solutions Architecture, Data Solutions, and the Release Team. Your primary focus will be high-leverage technical contributions, driving automation, and owning the quality s...

Role & responsibilities For Relationship Manager PB Classic: Manage and grow the portfolio of Classic / High Net Worth (HNI) clients. Cross-sell banking products like CASA, Insurance, Mutual Funds, Demat, Loans, etc. Provide financial advice and maintain long-term customer relationships. Ensure achievement of monthly revenue and balance growth targets. Maintain compliance and service quality standards. For Branch Sales Manager (BSM): Drive sales and business growth for the branch through CASA, Insurance, and cross-sell products. Manage a team of Sales Officers and ensure branch-level target achievement. Monitor daily activities, ensure high-quality customer acquisition, and maintain business...

Role Description : Responsible for including HNI customers into the Imperia 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 wallet share which will further increase profitability from these relationships. Preferred candidate profile Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred...

Job Summary As a Lead Developer with expertise in SFDC Sales Cloud SFDC Lightning SFDC Integration and SFDC Customization you will play a pivotal role in designing and implementing Salesforce solutions. With a focus on Asset and Wealth Management you will contribute to enhancing business processes and driving innovation. This hybrid role offers the opportunity to work in a dynamic environment with a focus on day shifts. Responsibilities Design and implement Salesforce solutions tailored to meet business needs ensuring alignment with organizational goals. Collaborate with cross-functional teams to gather and analyze requirements translating them into technical specifications. Develop and cust...

We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex t...

We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex t...

We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex t...

We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex t...

We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex t...