13162 Wealth Management Jobs - Page 36

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. Mandatory Key Skills Wealth Management , Relationship Management, I...

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...

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You ll find an environment that inspires and empowers you to thrive both personally and professionally. There s no one like you and that s why there s nowhere like RSM. Responsibilities: Provide timely, high quality client service as part of the client engagement teams serving large and small companies in a variety of industries specific to Asset...

Role & responsibilities Drive acquisition of HNI and UHNI clients with a strong focus on broking revenue growth . Recruit, train, mentor, and retain a high-performing team of HNI Relationship Managers and Dealers . Monitor and analyze client portfolios and provide strategic advisory services aimed at achieving optimal returns . Lead cross-selling initiatives for third-party products (TPPs) including Mutual Funds, PMS, AIFs, Structured Products, and other investment solutions. Effectively communicate and promote the organizations research insights and advisory recommendations to clients. Ensure timely preparation and submission of MIS and performance reports in line with business requirements...

Responsibilities: * Oversee portfolio performance & risk management * Ensure compliance with regulatory standards * Manage family office's mutual fund investments * Collaborate with wealth managers on strategic planning *Monitor market trends Provident fund Health insurance Annual bonus Travel allowance House rent allowance Employee state insurance Performance bonus Leave encashment Mobile bill reimbursements Gratuity

Role Summary: Your Roles & Responsibilities Drive loyalty & referral sales at the zonal level from existing customer base across launches and sustenance Lead strategy, planning and tactical execution of eventing and other BTL activities targeted at maximizing L&R sales. Propose, own and monitor required marketing budgets to drive L&R lead generation and bookings. Share required marketing brief for BTL events, branding, collateral, etc. Recommendation of relevant customer value propositions specific to zone/project to deepen L&R sales. Propose and implement innovative zone-specific BTL platforms for referral generation Co-ordination with relevant stakeholders to ensure relevant L&R benefits a...

Associate - Instructional Designer The Instructional Designer job prepares course design in support of developing productive learning environments for the organizations various employees. Working independently under general supervision, this job develops and delivers web-based and in-person professional development programs, and provides effective uses of technology in all modes of instruction. This job also keeps abreast of best practices and current trends in instructional design and makes recommendations for improvements and enhancements Key Responsibilities and Duties Applies creative methods of content delivery in the online, web-based, and in-person environments using appropriate techn...

Job Title: RSKRisk Methodology Group Job Code: 11903 Country: IN City: Mumbai Skill Category: Risk Division Overview: The Risk Management Division encompasses the firms comprehensive risk framework responsible for determining and managing the overall risk appetite for the firm. The division is responsible for effectively managing the firms riskreturn profile that ensures the efficient deployment of the firms capital. It is one of the firms core competencies and is independent of the trading areas and operational areas. The Risk Management Division in India comprises: Market Risk Management Credit Risk Management Quantitative Risk Management Operational Risk Management Data Integrity Group Mi...

What Youll Contribute Co create technology strategy with client to fast-track platform adoption: Develop deep relationships with client technology executives, understand client technology roadmap and landscape and co create platform roadmap to accelerate adoption. Instill confidence on the proposed solutions with majority of potential know-hows/ pit falls on the platform adoption roadmap. Creating Reference Client Adoption Architectures: Develop reference client architectures based on successful implementations across domains such as Fraud, Marketing, Originations, Account Management, and Collections keeping an eye on their data/ integrations landscape. Defining Best Practices: Establish bes...

1669413 The opportunity Manager-FS-Business Consulting Risk-CNS - RISK - FSRM - 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 a...

How You Will Add Value You will: Validate overnight cash balances and ensure accurate start-of-day positions. Collaborate with portfolio managers and fund accountants to resolve cash-related issues. Perform daily and monthly reconciliations, investigating and resolving discrepancies promptly. Daily Cash reporting to senior stakeholders and Trading Desks Assist in developing cash forecasting models for efficient liquidity management. Actively cash manage funds - FX, MMF and Cash Transfers on complex multi custodian Funds Identify and implement process improvements in treasury operations. What Will Help You Be Successful in This Role Experience, Education & Certifications: Bachelor s degree in...

Role Summary Key Accountabilities/ Responsibilities Stakeholder interfaces Experience Education

Company Description: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients most valued asset-management partner. With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether youre producing thought-provoking...

Location: Gurgaon Sector 30 Experience: At least 6 months of relevant exp is mandatory Education: Graduate & undergraduate both can apply ***TO APPLY:****** Share Resume to 9988265439 ( For Quick Response share CV on WhatsApp ) Role Overview Position as below 1.Wealth Management Conduct in-depth analysis of equities, ETFs, cryptocurrencies, and mutual funds. Monitor market trends, corporate actions, dividends, and company financials. Evaluate investment opportunities and prepare detailed research reports. Support strategies for wealth management and investment advisory. 2.Clearance & Settlement / Trade Operations & Settlements Execute and monitor equity, ETF, and crypto trades as per client ...

Job Description: Investment & Property Operations Executive Position Overview The Investment & Property Operations Executive will be responsible for managing equity and mutual fund operations, handling property-related administrative tasks, overseeing day-to-day fund management, and supporting financial compliance activities. The role requires strong organizational skills, attention to detail, and the ability to coordinate with banks, brokers, tenants, and service providers. Key Responsibilities 1. Investment & Securities Management Execution of purchase and sale transactions for equity shares, mutual funds, and other securities as per instructions. Verification and reconciliation of contrac...

Job Description: Investment & Property Operations Executive Position Overview The Investment & Property Operations Executive will be responsible for managing equity and mutual fund operations, handling property-related administrative tasks, overseeing day-to-day fund management, and supporting financial compliance activities. The role requires strong organizational skills, attention to detail, and the ability to coordinate with banks, brokers, tenants, and service providers. Key Responsibilities 1. Investment & Securities Management Execution of purchase and sale transactions for equity shares, mutual funds, and other securities as per instructions. Verification and reconciliation of contrac...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs across various product lines such as Mutual Funds, Private Banking, PMS, AIFs, Capital Markets, Equity Markets etc. Provide investment advisory services to clients by understanding their financial goals and risk appetite. Develop customized investment strategies for each client based on their specific needs. Monitor market trends and economic indicators to make informed decisions about portfolio management. Ensure timely communication with clients regarding investment performance and updates. Desired Candidate Profile 8-13 years of experience in Wealth Management or related field. Strong kno...

Sell equity products, assess client risk appetite, and manage HNI portfolios. Achieve monthly business targets, build strong client relationships, and provide regular investment updates. Required Candidate profile 2-5 yrs exp in financial sales (Equity/MF). Proven track record with HNIs. Strong comms skills & target-oriented mindset. Candidates with AUM >20Cr preferred.

1. Acquire new HNI & manage portfolio of existing clients. 2. Cross-selling of products like insurance, PMS, Deposits, Loans, & Mutual Funds, etc. 3. Regular client meetings to generate revenue, references & offer excellent customer service. Required Candidate profile 3-7 Yrs. exp. in HNI Sales/ Portfolio Management/ Retail Liabilities Sales from Banks/NBFCs. sales-oriented & understanding of investment products. Please connect on 7827930908 for more details. Perks and benefits Attractive incentives and career path.

Role & responsibilities The role expectations RM is required to have knowledge & expertise in equity derivates markets as well as have client relationships in the said geography. S/he is able to pitch & acquire UHNI/ Family offices clients (typical ticket size is 5 Crs.+ Per Account & above) & pitch clients Direct Equities, bouquet of structured products, MFs, AIFs, PMS, etc.. Role Responsibilities: Instrumental in Increasing the client base, revenue and market share by adding to the Pool of UHNI, Large Self Trader clients and corporate customers. Ensure effective client management and retention by maintaining relationships across the set of HNI clients and Corporate investors. Aim to maximi...

Role & responsibilities We are seeking an experienced Functional Test Lead with strong expertise in Asset Management,Wealth management and Middle Office functional modules. The candidate must have hands-on experience with Preferred candidate profile Responsible for leading a project team and monitoring all the project activities from scratch.. Validate trade processing workflows, including matching and confirmation. Test portfolio valuations, calculations, and ensure accurate period closures. Verify lifecycle events for various instruments such as equities, derivatives, and alternative investments. Conduct reconciliation testing for IBOR and ABOR. Validate collateral management processes, in...

Role & responsibilities We are seeking an experienced Functional Test Lead with strong expertise in Asset Management,Wealth management and Middle Office functional modules. The candidate must have hands-on experience with Preferred candidate profile Responsible for leading a project team and monitoring all the project activities from scratch.. Validate trade processing workflows, including matching and confirmation. Test portfolio valuations, calculations, and ensure accurate period closures. Verify lifecycle events for various instruments such as equities, derivatives, and alternative investments. Conduct reconciliation testing for IBOR and ABOR. Validate collateral management processes, in...

FASTEST GROWING INVESTMENT / WEALTH MANAGEMENT COMPANY IS HIRING FOR BELOW ROLE IN LARGE NUMBERS: CALL ON 8859766816 / 941250851 / 8755187878 send cv on rm@contactxindia.com Role & responsibilities F ocus on acquiring and managing high-net-worth (HNI) clients, providing comprehensive financial planning, and cross-selling a range of investment products . Wealth Manager Job Location: HYDERABAD Role Overview We are seeking a dynamic and experienced Wealth Manager to join our esteemed financial advisory team. This role is pivotal in guiding and supporting High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients in achieving their financial objectives. The successful candidate will be respons...

Role & responsibilities Role & responsibilities Rm at Wealth India is primarily responsible for recruiting and managing a team of financial advisors within a designated territory, driving sales of mutual fund products through them, achieving individual and team sales targets, and ensuring high-quality customer service; their key responsibilities include lead generation, advisor training, relationship building with clients, and maintaining compliance with regulatory guidelines. Key responsibilities of a RM at Wealth India: Recruitment and Team Building: Actively source and recruit potential financial advisors to build a strong sales team within the assigned territory.Conduct thorough intervie...

Direct 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 collectio...