13162 Wealth Management Jobs - Page 35

Job Title: Wealth Manager Seeking a client-focused Wealth Manager to deliver tailored wealth management solutions, deepen client engagement, and grow assets under management. Key Responsibilities Manage and strengthen relationships with high-net-worth clients. Understand clients financial goals and provide suitable investment, advisory, and banking solutions. Collaborate with product specialists to deliver comprehensive wealth strategies. Proactively identify new business opportunities and drive portfolio growth. Qualifications Experience in wealth management, private banking, or financial advisory. Strong communication and client-relationship skills. Solid understanding of investment produc...

Job Opening: Wealth Manager Location: Bandra, Mumbai About the Company A leading India-based asset management and wealth advisory firm offering comprehensive investment and financial planning solutions to HNI and UHNI clients . The firm specializes in delivering customized wealth management strategies across multiple asset classes with a strong focus on long-term client relationships and value creation. Role Overview We are looking for an experienced Wealth Manager to acquire, manage, and grow relationships with high-net-worth clients. The role involves end-to-end wealth advisory, portfolio management, and business development while ensuring compliance and superior client experience. Key Res...

Experience in direct selling of financial products including PMS and Advisory. Candidate should manage a minimum AUM of 50 Cr across PMS and Mutual Funds, with strong HNI relationships.

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 : Data Warehouse ETL Testing 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 typi...

Mutual Funds, Equity/Taxation/wealth management/ Taxation location: Gurgaon Graduate or under grad with 6 months of exp in Same Profile Salary 23k to 35k ctc Skills: : Fluent Communication Skills 24/7 Shift Call/WhatsApp @ 9643085825(HR Rohit) Perks and benefits both side cab and 5 days a week working

ANAND RATHI SHARES AND STOCK BROKERS LTD Role: Branch Manager ( Sales, Business Development & Team Management) Industry: Financial Broking Houses Team Management: 1+10 members (mix of RMs and Dealers) Reporting to: Cluster Head Experience: 5+ years of experience in the equity market, with at least 2 years in a leadership or managerial role. Job Responsibilities Team Handling and AUM collection Increase revenue from new client through up sale / Cross Sell Acquisition of HNI, Retail clients and Corporate Clients Promote Focus Product of the month. Ensure individual and team performance as per norms. Recruit, induct, handhold, facilitate and motivate team members. Retention of performing team m...

Candidate should have exp handling HNI and UHNI Clients Candidate should move a minimum book size of 20 cr Look for candidates from Wealth Channel

Drive Growth with Us Join as Agency Development Manager Your Next Career Move: Agency Development Manager Role Lead, Develop, and Grow Apply Today! Dear [Candidates Name], We are excited to announce an opportunity to join our team as an Agency Development Manager . In this role, you will be at the forefront of building strong agency partnerships, driving business growth, and mentoring teams to achieve excellence. What Youll Do: Develop and manage agency relationships to maximize performance. Drive recruitment, training, and development of agency partners. Achieve business targets through strategic planning and execution. Collaborate with cross-functional teams to deliver results. What Were L...

Skill required: Omnichannel - Customer Communications Designation: Customer Contact Comms Associate Qualifications: Any Graduation Years of Experience: 2 to 3 years What would you do You will be aligned with our Customer Support vertical and help us in managing/ resolving customers query, handling escalations and complaints of the dissatisfied customers & giving best resolutions. You will also be responsible for closing the fault and complaints within SLA s.Candidate who is good in email and chat process, who is good in typing is what is preferred hereCustomer communications are interactions between customers and businesses using various channels spanning digital and in person touchpoints. C...

Job Description Under general supervision (but works independently most of the time) responsible for carrying out day to day tasks for market Operations process within the Investment Operations Outsourcing group. Work within the Outsourcing Department serving the Operations function for a range of Investment Management clients. Knowledge/Skills Essential : Proficiency in working on Industry Utilities like OASYS, MISYS etc Accuracy and attention to details at all times, and effectively manage deadlines Good knowledge of Global Trade Processing Highly flexible and adaptable to change Must be resilient to pressure and have the ability to adapt quickly. Products General knowledge of financial pr...

Your Role: As a Client Financial Partner, you ll directly impact the way clients build their financial future You will engage with high-net-worth individuals (HNWIs), evaluate their portfolios and guide them on investment strategies Key Responsibilities: Transition your existing client relationships to Dezerv based on merit Conduct pre-scheduled, high-value online meetings with potential clients (portfolio size of 50L+) Use Dezerv s proprietary tech-driven approach to provide data-driven insights on clients portfolios Articulate Dezerv s unique value proposition to convert high-intent leads into investors Cultivate trust and foster lasting relationships with clients through exceptional servi...

Dezerv is a house of investing solutions for high-net-worth and affluent Indians, co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor They have led successful wealth management businesses and managed over USD 7 billion in assets We are backed by marquee firms like Premji Invest, Accel, Elevation, Matrix, etc Since inception, our clients have trusted us with over 15000+ Crs of their assets Why are we building Dezerv? Investing today is stressful, emotional, and time-consuming, and many individuals struggle to manage their money effectively We re building a platform that simplifies wealth creation by combining decades of investment expertise with active portfolio oversight Our...

Role & responsibilities - • Identify and acquire new clients for wealth and investment products • Sell investment products such as Mutual Funds, PMS, Bonds, Fixed Deposits, Insurance, AIFs, and Equity products • Understand client financial goals and recommend suitable investment solutions • Build and maintain long-term relationships with HNI and retail clients • Achieve monthly and quarterly sales targets • Conduct regular follow-ups and portfolio reviews with clients • Keep clients informed about market trends and new investment opportunities • Ensure compliance with company policies and regulatory guidelines Preferred candidate profile Experience in Wealth Management, Investment Sales, or ...

Role & responsibilities : Responsible for gathering assets for investment productssuch 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 client 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 : To acquire new clients and activate them with asset collection....

Join our Wealth Management team as a Lending/Treasury Product Manager, Sr. Associate, and help shape the future of ficial solutions. Lead initiatives that enhance treasury and lending functions, driving innovation and operational excellence. Collaborate globally to deliver impactful results and support our clients evolving needs As a Lending/Treasury Product Manager, Sr. Associate within Wealth Management team, you will develop and implement strategies to optimize treasury and lending operations. You will independently manage projects, analyze ficial trends, and ensure compliance with regulatory frameworks. You will collaborate with global teams to drive innovation and deliver solutions that...

Join us as an CMBS Originations & Underwriting - AVP at Barclays, a transatlantic consumer, corporate and investment bank offering products and services across personal, corporate and investment banking, credit cards and wealth management, with a strong presence in our two home markets of the UK and the US. Our goal is to become the bank of choice by providing superior services to customers and clients and supporting our stakeholders via a commercially successful business that generates long-term sustainable returns. To be a successful CMBS Originations & Underwriting - AVP candidate is consistent with the objective of delivering long-term sustainable value for all our stakeholders, we have ...

We have an opportunity to impact your career and provide an adventure where you can push the limits of whats possible. As a Lead Software Engineer at JPMorganChase within the Consumer and community banking- Wealth Management you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm s business objectives. Job responsibilities Executes creative software solutions, design, development, and technical troub...

Roles and Responsibility Develop and implement comprehensive third-party risk management strategies to mitigate potential risks. Conduct thorough assessments of third-party vendors to identify areas of weakness and recommend improvements. Collaborate with cross-functional teams to ensure seamless integration of third-party services into existing systems. Monitor and report on third-party performance, identifying and escalating any issues or concerns. Negotiate contracts and agreements with third-party vendors to ensure compliance with organizational policies. Stay up-to-date with industry trends and regulatory requirements related to third-party risk management. Disclaimer: This job descript...

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 Avdhut : 7796426971

Achieve revenue goals through cold calling, networking or meetings Execute sales strategies to achieve business targets Acquiring HNI clients Provide investment advice to new acquired clients Sell wealth management products: MF Stock Broking PMS AIF

Role & responsibilities Cluster Head is the brand Ambassador of the company. Its very important that Cluster Head understand basic tricks of job. Thorough on the market. Very Strong in Channel Management. Influencing the Channel & achieving the revenue Targets. Driving business in the designated territory through sales of various investment products using the allocated bank channels To assist bank RMs in new client acquisition, building new relationships and increasing depth in existing relationships Continuous training of Channel on products & processes to get maximum output. Specific Role Responsibilities / Core Duties: 1. New Client acquisition through Bank Channel Partner 2. Achieve reve...

Key Responsibilities: 1.Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP...

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 Health insurance Provident fund Annual bonus

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 Manageme...

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...