13162 Wealth Management Jobs - Page 37

Looking for Cluster Head with exp of handling B2B business, mutual funds. NISM- Certification is good to have.

As an Equity Dealer & Relationship Manager at Wealth Note Investments, you will play a crucial role in delivering exceptional client experiences by executing client orders across equity derivatives and mutual funds. You will monitor real-time market movements, ensuring compliance with internal risk management and regulatory guidelines. Additionally, you will be responsible for maintaining strong client relationships through regular portfolio updates, trading insights, and assisting clients with onboarding and platform training. Furthermore, you will identify upselling opportunities, provide basic research views, and cross-sell investment products based on client suitability. Your qualificati...

Role Overview: As a member of the team at UBS, you will be responsible for managing exceptions in a professional manner, liaising with various stakeholders, supporting business partners, and engaging in adhoc projects. Your role will also involve documenting exceptions for audit checks and future reference. Key Responsibilities: - Manage exceptions by following up with relevant stakeholders and ensuring successful completion and closure - Liaise with business partners such as Front Office, other Operations teams, Legal and Compliance, Business Risk, Controls, and Project teams - Engage in adhoc projects including systems change, process improvement, cross-border initiatives, regulatory chang...

Role Overview: You will be responsible for building and maintaining long-term relationships with high-net-worth clients, serving as their trusted advisor. Your main focus will be on developing and implementing personalized wealth management plans, which include creating investment strategies, determining asset allocation, and providing financial advice. Monitoring portfolio performance and making necessary adjustments to meet client objectives will also be a key part of your role. Additionally, you will offer expert guidance on tax optimization, estate planning, and retirement planning. Collaborating with other professionals to provide comprehensive solutions and utilizing strong communicati...

LVX is India's most trusted private market investment platform, dedicated to empowering founders, investors, and operators with tools for scaling businesses effectively. Through initiatives like LVX Start, LVX Grow, and LVX School, the platform supports startups by facilitating funding, growth, and education for private market investors. With a proven track record of helping over 900 startups raise more than $230M and access to a network of over 14,000 investors and 350 Family Offices and 200 VCs, LVX is a key player in the private investment landscape in India. Are you passionate about startups and building long-term relationships with investors Join LetsVenture, India's leading startup inv...

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose the relentless pursuit of a world that works better for people we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. Inviting applications for the role of Management Trainee, Wealth Management-Asset Transitions and Security Pricing Location :- Pune & Bangalore In this r...

We are looking for a highly skilled and experienced Sales Growth Partner to join our team. The ideal candidate will have a strong background in sales and growth strategy, with excellent analytical and communication skills. Roles and Responsibility Develop and execute sales growth strategies to drive business expansion. Analyze market trends and competitor activity to identify opportunities. Collaborate with cross-functional teams to align sales efforts with business objectives. Provide data-driven insights to inform sales decisions and optimize performance. Identify and pursue new business opportunities through networking and lead generation. Build and maintain relationships with key stakeho...

We are looking for a highly skilled and experienced Sales Growth Partner to join our team. The ideal candidate will have a strong background in sales and a proven track record of driving business growth. Roles and Responsibility Develop and execute strategic plans to drive sales growth and expansion. Build and maintain strong relationships with key clients and stakeholders. Conduct market research and analyze industry trends to identify new business opportunities. Collaborate with cross-functional teams to develop and launch new products and services. Provide coaching and training to sales teams to enhance their skills and performance. Monitor and report on sales performance metrics to optim...

We are looking for a skilled Mobile Development Manager to lead our mobile development team. The ideal candidate will have a strong background in sales and mobile development, with excellent leadership skills. Roles and Responsibility Develop and implement mobile development strategies to drive business growth. Lead and manage a team of mobile developers to design, develop, and test mobile applications. Collaborate with cross-functional teams to identify and prioritize project requirements. Ensure timely delivery of high-quality mobile applications that meet customer needs. Analyze market trends and competitor activity to stay ahead in the mobile development landscape. Build and maintain rel...

We are looking for a skilled Senior Sales Manager to lead our household sales team. The ideal candidate will have a strong background in sales and management, with a proven track record of success in driving sales growth and leading high-performing teams. As a Senior Sales Manager, you will play a key role in developing and implementing sales strategies that meet or exceed company goals. Roles and Responsibility Develop and execute comprehensive sales plans to achieve business objectives. Lead, motivate, and coach a team of sales professionals to maximize performance. Build and maintain strong relationships with customers, distributors, and other stakeholders. Analyze market trends, competit...

Role- Backend Support Position-Financial Analyst / Equity & Crypto Trading Specialist Experience: 6+ months 5 Working Days 2 Rotational Week-offs Both-Side Cabs (Within Hiring Zone) Role Description This is a full-time on-site role based in New Delhi for a Financial Analyst specializing in Trading and Taxation. The Financial Analyst will be responsible for developing financial plans, conducting financial analysis, preparing and analyzing financial statements, and ensuring compliance with regulatory requirements. Other responsibilities include monitoring trading activities, overseeing financial reporting, and supporting decision-making with actionable financial insights. Qualifications Profic...

We are looking for a skilled Senior Manager to lead our B2B sales team, driving business growth and expansion. The ideal candidate will have a strong background in sales management and a proven track record of success. Roles and Responsibility Develop and execute strategic sales plans to achieve business objectives. Lead and manage a team of sales professionals to meet or exceed sales targets. Build and maintain strong relationships with key clients and stakeholders. Identify new business opportunities and drive revenue growth. Collaborate with cross-functional teams to align sales strategies with overall business goals. Analyze market trends and competitor activity to stay ahead in the indu...

J.P. Morgan Wealth Management is a global leader in investment and wealth management, serving institutions, high-net worth individuals, and retail investors worldwide. As a Vice President in the Markets Asset Servicing team, you are responsible for Income events across EMEA & WHEM Markets. You ensure timely and accurate processing of income events, effective reconciliation of claims, and seamless cash management, collaborating closely with trading desks, sales, finance, operations, clients, custodians, agents, depositories, and third-party service providers. This pivotal role provides broad exposure to J.P. Morgan s diverse products and operations, enabling you to deliver core business outco...

Job Location: Bangalore Department Profile: Wealth Management Technology (WMT) is responsible for the design, development, delivery, and support of the technical platform behind the products and services used by the Business. Position Overview: Technical and functional analysis of platforms/applications and documentation of current state and to-be state Extensive coordination and collaboration for gathering requirements and technical details with key stakeholder across different teams (development, architecture, QA and SMEs) Robust management and complete ownership of design documentation entailing functional specifications, technical & functional process flows, technical architecture, techn...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having an AUM => INR 20 Million through need-based approach” and ensure client ...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose: To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having a total relationship value => INR 30 lakhs through need-based approach”...

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

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

Job Title: Associate - Sales Location : Mumbai & Gurgaon (two positions) Role Overview The Associate Sales (Luxury & Commercial Sales) will be a key leader driving business development, investor engagement, and deal closures for this platform. The role demands a strong network within the HNI, wealth management, and family office ecosystem, coupled with proven expertise in luxury and commercial real estate sales. Key Responsibilities 1. Revenue Growth Deliver sales targets by originating and closing deals across luxury and commercial assets. 2. Client Acquisition Build and grow relationships with HNIs, UHNIs, Family Offices, and Wealth Managers. 3. Network Expansion Leverage existing networks...

Role & responsibilities Wealth Manager - B2C Sales @ Stock Broking | Overall Mumbai | Upto 20LPA Acquiring and managing relationships with (HNI) and Ultra-HNI clients with wealth and investment products. Preferred candidate profile Expertise in handling HNI and UHNI Clients Should move a minimum book size of 10 cr

Responsibilities: * Develop investment strategies * Manage HNIs' portfolios & wealth * Provide exceptional client service * Collaborate with cross-functional teams * Achieve revenue targets through relationship building

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest ...

* Ensure high-quality output through colour grading, audio clean-up, motion graphics, and pacing * Stay up with content trends, especially within finance, business, and education * Organise footage, maintain project files, and manage editing workflows efficiently What We re Looking For * 2-3 years of experience in video editing (agency, brand, creator, or startup experience preferred) * Proficiency with industry-standard tools (Premiere Pro/FCPX, After Effects, DaVinci, etc) * Create high-quality video content rather than generic content that reaches the top 1% of the country * Enhance storytelling with clean aesthetics and data visualisation through motion graphics * Genuine interest to cre...

Manage global mobility engagements for U.S. Expats working outside the U.S. or Foreign Nationals working in the U.S., including: Build and maintain client relationships and proactively manage the client deliverable Review US federal and state income tax returns Review of tax equalizations, hypothetical tax calculations, and cost projections Conduct exit and entrance interviews with assignees Provide consulting advisory services on foreign assignments, tax treaty applications, and more Develop, coordinate, and supervise projects of tax staff and interns Take active role in practice development by promoting GMS services internally and externally The qualifications. 4+ years recent experience i...

The candi will be aligned to NCRAM Product control team of the Asset Management Division. The team primarily supports US office in area of Product Control. Primary responsibilities related to this role are as follows: . Management Fee review Review and verify the Management fee calculation completed by the Fee tool. Collate supporting documents including NAV statements, Investment Management agreement, and manual calculation of fee before final review and sign off. Prepare Quarterly Management fee Invoices and annual performance fee calculation. Daily reasonableness check to vali the revenue/expense and suspense account. Review of Profit/Loss, Balance sheet reports and accounts payable. Othe...