10351 Wealth Management Jobs - Page 34

Role & responsibilities Job Roles and Responsibilities Relationship Manager wealth Client Relationship Management Build and maintain long-term, trusted relationships with Yes Premia clients. Act as the single point of contact for all banking and financial needs of high-net-worth individuals (HNIs). Ensure regular engagement with clients through meetings, calls, and digital interactions to understand evolving needs. Portfolio Management Manage a portfolio of premium clients with a focus on growing the relationship value. Monitor client portfolios and suggest adjustments based on market conditions, risk appetite, and financial goals. Conduct periodic portfolio reviews and performance tracking....

Job Summary: The Relationship Manager Investment Products will be responsible for managing and expanding a portfolio of high-net-worth clients by offering customized investment solutions and financial planning advice. The role involves understanding client goals, designing investment strategies, and ensuring superior service delivery to enhance client satisfaction and business growth. Roles and Responsibilities: Build and maintain strong relationships with high-net-worth clients by understanding their financial objectives and risk profiles. Provide tailored investment advice and product recommendations aligned with clients wealth management goals. Monitor and manage client investment portfol...

Roles & Responsibilities: Generating Leads and conversion of leads into business. Acquiring and managing HNI/SME, Affluent clients and individuals. Maintaining in depth knowledge of company products and services. Building and maintaining strong relationships with potential and existing clients. Meeting sales/revenue targets. Managing Client portfolios & understand clients financial goals, risk tolerance, investment needs and provide solutions/advisory accordingly. Qualifications: Graduate/MBA with 3 - 5 years of relevant experience. An educational background in Finance/Investment will be an advantage. Compensation & Benefits: Fixed: Depends on experience, qualifications. Variable: Annual Per...

Job Summary: Motilal Oswal Wealth Management is seeking a Manager Advisor to provide strategic guidance, lead core business initiatives, and mentor teams to drive business growth. The role involves offering expert advice, supporting decision-making, and ensuring alignment with company objectives and policies. Key Responsibilities: Provide strategic advice and leadership on core business initiatives. Mentor and support teams with expert knowledge and guidance. Manage resources effectively to optimize team performance. Guide decision-making processes across business functions. Ensure all activities and initiatives align with company goals and policies. Required Skills & Qualifications: Proven ...

Hi, Greetings from AVANI Consulting We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such 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 INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resu...

As a Sr. Business Development Executive at Oceano Apex Pvt. Ltd., a leading wealth management company in Gurgaon, your role involves enhancing the online presence, engaging with the audience, and driving brand growth through strategic initiatives. Key Responsibilities: - Candidate should be from the finance, fintech, or wealth management industry. - Experience in face-to-face interactions with investors is essential. - Identify and prospect HNI clients, corporates, or institutional investors and manage end-to-end client relationships. - Schedule and coordinate meetings, pitches, and networking events. - Prepare marketing collaterals such as decks, case studies, and proposals. - Stay updated ...

You will lead the strategy, execution, and growth of the Investor Relations function. Your responsibilities will include: - Driving lead generation efforts to bring in new HNI, UHNIs, and institutional investors. - Expanding the investor base by identifying new channels, networks, and partnerships. - Building and maintaining strong, long-term relationships with existing investors, ensuring engagement and repeat investments. - Strategizing and leading investor relations initiatives for high-yield fixed income products such as: - Listed and unlisted bonds - ICDs (Inter-Corporate Deposits) - Debt AIFs (Alternative Investment Funds) - Offerings via online bond platforms like BondSmart - Building...

Role Overview: You will be responsible for driving the sales of premium villas priced at 4 crore and above, ensuring that targets are consistently met or exceeded. Your role will involve building and nurturing relationships with high-net-worth individuals (HNWIs) and investors. You are expected to provide personalized solutions that align with the clients" investment goals and luxury lifestyle aspirations. Additionally, you will be required to develop and implement effective sales strategies to tap into the ultra-luxury market. Key Responsibilities: - Drive the sales of premium villas and meet or exceed sales targets. - Build and maintain relationships with high-net-worth individuals and inv...

As a Relationship Manager - Financial Advisor at our fast-growing firm, you will be redefining financial relationships with trust, insight, and strategy. Your responsibilities will include: - Proactively reaching out to potential clients. - Setting up and leading impactful in-person meetings. - Offering personalized investment advice to HNI clients. - Building long-term partnerships grounded in value. We are seeking individuals with 1-6 years of experience in wealth management or client advisory, strong product knowledge, and people skills. A client-first, growth-oriented mindset is essential. Attractive compensation of 38 LPA is offered based on experience and performance. If you are someon...

As an international bank striving to make a positive impact for over 170 years, we at Standard Chartered are looking for individuals who are ready to challenge the status quo, embrace challenges, and seek opportunities for growth and improvement. If you are seeking a purposeful career and want to contribute to a bank that is committed to making a difference, we welcome you to join us. We value your unique talents and are excited to see how you can help us achieve our purpose of driving commerce and prosperity through diversity. Key Responsibilities: - Do the right thing, challenge one another, and act with integrity while prioritizing the client's needs - Continuously strive for improvement,...

Role & responsibilities • Responsible for gathering assets for investment products such 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. Contributing Responsibilities . Preferred candidate profile • To acquire new clients and...

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...

Job Description: We are seeking experienced and motivated professionals to join our Wealth Management team as Relationship Managers . The ideal candidate should have a strong understanding of Mutual Funds, PMS, and AIF products, along with proven experience in client relationship management and investment advisory. This role demands excellent communication skills, a client-centric mindset, and a deep interest in financial planning and portfolio management. Key Responsibilities Build and nurture long-term relationships with clients, understanding their financial goals, risk appetite, and investment needs. Recommend appropriate investment products including Mutual Funds, PMS, and AIF in line w...

/ENGAGEMENT OF SPECIALIST CADRE OFFICERS ON CONTRACT BASIS (ADVERTISEMENT NO: CRPD/SCO/2025-26/15) ONLINE REGISTRATION OF APPLICATION & PAYMENT OF FEES: FROM 27.10.2025 TO 17.11.2025 State Bank of India invites online applications from eligible Indian citizens for appointment to the Specialist Cadre Officers Posts on Contract Basis. Candidates are requested to apply online through the link given on Banks official website https://sbi.bank.in/web/careers/current-openings 1. The process of Registration is complete only when fee is deposited with the Bank through online mode on or before the last date for payment of fee / last date of online registrations. 2. Before applying, candidates are requ...

•Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. •Individually handling clients with the book size of 25 lacs & above. * Cross selling of other products like Mutual fund, PMS, Insurance. * Handling Queries & complains Required Candidate profile .* Acquiring new clients & retaining the old clients by periodic meetings • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls

Key Responsibilities • Engage and pitch insurance products to NRI clients through telesales. • Work directly from the partner Bank NR RM telesales floor. • Manage leads provided by Bank NR RMs and ensure timely follow-up. • Deliver virtual presentations and close sales deals effectively. • Achieve monthly and quarterly business targets. • Maintain compliance with company and regulatory guidelines. Requirements • 26 years of experience in NRI client sales (Banking/Insurance – virtual or retail). • Strong communication skills and on-screen presentation abilities. • Knowledge of global taxation policies and experience dealing with overseas clients. • Ability to work independently in an individu...

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...

ENGAGEMENT OF SPECIALIST CADRE OFFICERS ON CONTRACT BASIS (ADVERTISEMENT NO: CRPD/SCO/2025-26/15) ONLINE REGISTRATION OF APPLICATION & PAYMENT OF FEES: FROM 27.10.2025 TO 17.11.2025 State Bank of India invites online applications from eligible Indian citizens for appointment to the Specialist Cadre Officers Posts on Contract Basis. Candidates are requested to apply online through the link given on Banks official website https://sbi.bank.in/web/careers/current-openings 1. The process of Registration is complete only when fee is deposited with the Bank through online mode on or before the last date for payment of fee / last date of online registrations. 2. Before applying, candidates are reque...

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Open Demat Accounts & suggest investment's Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or whatsapp-7338112258

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Open Demat Accounts & suggest investment's Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or whatsapp-7338112258

Experience: Proven experience in sales and client acquisition, with a focus on managing AUM of 20 crores+. Product Knowledge: Expertise in PMS and key investment product