13162 Wealth Management Jobs - Page 34

Handling Existing Clinet Portfolio , Increasing the Liability book and Investment AUM portfolio size through,Revenue generation through cross sell of business banking and wealth products like Trade Forex, Retail Assets , LAP, PMS, AIF, MF & Insurance Required Candidate profile NISM or IRDA , Shall have zeal of advsiing clients of Investments. Providing tailored financial advice, ensuring 360

Position Summary: - The Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - l Relationship Managers with prior experience working in a Stock Broking & Wealth Management, Private wealth management, Bank set up. l Experience of advising clients across asset cla...

Role Overview: The role focuses on building and managing relationships with HNI, corporate, and institutional clients by offering fixed-income investment products such as listed bonds and FDs. The incumbent will drive new business acquisition, deepen existing client relationships, and achieve sales targets while staying updated on market trends and collaborating with internal teams to deliver tailored investment solutions. Key Responsibilities: Identify, Build and manage a portfolio of high-net-worth individuals (HNIs), corporate clients, and institutional investors. Promote listed bonds and FDs as an investment product, understanding client requirements and offering tailored solutions. Deve...

About the Role InvesTek is seeking Partner- Wealth Management. Role Highlights: • Acquire and manage HNW/UHNW clients • Drive AUM and revenue. • Cross-sell MF, PMS, AIF, Insurance, Bonds & PE • Conduct portfolio reviews and client meetings

- A ll candidates must be hands-on and senior enough to pick bigger accountability, roles are mapped to C9 equivalent in NatWest. - Banking exposure is a must-Have, past experience on Mobile Apps and Agile ways of working is essential, prior exposure to Wealth Management / Private Banking is highly desirable, past NatWest experience is desirable." Technical BA The current open role is for Techno Functional BA's who can partner with stakeholders to analyze the current/target business operations and effectively document the requirements for the programme The role primarily requires Murex Techno functional SME's who have good hold on Murex business flows across asset class and come with the sim...

Dear Candidate, Urgent opening with leading bank. Designation : RM FW CTC : Upto 13.88 LPA Location : Pune & Nashik 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 deliverables. R...

Responsibilities: * Lead generation through networking and cold calling * Manage sales pipeline from lead to close * Collaborate with marketing team on campaigns * Meet revenue targets through strategic planning Provident fund

Role Overview We are looking for a Vice President Investments to join our Investments team in Gurugram. This role will be responsible for end-to-end investment execution , including deal sourcing, evaluation, structuring, and portfolio value creation. The VP will work closely with the Partners and play a key role in shaping fund strategy and supporting portfolio companies through their growth journey. Key Responsibilities Source and evaluate high-quality investment opportunities across companies focus sectors Lead deal evaluation including financial modeling, valuation, due diligence, market and competitive analysis Prepare investment memos and present insights to the Investment Committee Su...

- Wealth Mgt BD Strategic planning Projects and products Develop distribution model incl DSAs Meet business targets Supervise Wealth Mgrs to manage HNIs business - Risk management - Team Management Lead Cluster Mgrs and RMs in wealth mgt Required Candidate profile MBA in Mktg/Finance with relevant 8-12 yrs experience in pre-play Wealth Mgt Team leadership experience mandatory Excellent communication skills Age less than 42 years

Role & responsibilities - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques - Ensure banking targets are met with of focus on defined income objectives - Ensure base penetration is done with all relevant products -Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirement -Ensuring Desk policy of Client Contact Management and Personal Meetings is adhered to and the same is updated in CRM within prescribed timelines

Total experience required in years: 8+ Years Location: Pune The workweek will consist of three days at the client location, although this may change according to business needs. Notice Period: Immediate Skillset: 8+ years in the technology change space with a background in CRM transformation initiatives in the financial/wealth management domain Self-motivated, proactive and able to work independently, perform multiple tasks and take decisions where necessary, under minimal supervision Should demonstrate accountability and ownership over and above assigned tasks Strong analytical and logical thought process to be able to independently drive and influence positive changes High level of curiosi...

Job description Responsible for growing revenues of broking, lending products, Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF Perks and benefits Attractive incentives Health and life insurance

Project Role : Capital Markets Services Representative Project Role Description : Review asset portfolios and recommend wealth management and investment solutions to improve profitability metrics and asset utilization. Develop and implement asset management strategies, incorporating financial policy and business objectives. Must have skills : SAP Master Data Migration Good to have skills : NA Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Capital Markets Services Representative, you will engage in the review of asset portfolios, providing insights and recommendations for wealth management and investment solutions. Your typic...

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

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 against ...

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

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management 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 , Loans5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products6) 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 ...

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

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

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

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

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

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

Job Description Industry: Offshore Wealth Management / US, UK & European Portfolio Management Employment Type: Freelance | Commission-Based About the Role We are seeking motivated and well-connected freelance sales professionals to join our business development team. This is a purely commission based role. The primary goal of this role is to identify prospective investors who have earmarked funds for offshore investments, savings, structured investment plans or international portfolio diversification. This role suits individuals well connected with high net-worth investors such as those with experience in wealth management sales, property sales and leasing, luxury goods sales, financial advi...

Job description Responsible for growing revenues of broking, lending products, Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF Perks and benefits Attractive incentives Health and life insurance