7634 Wealth Management Jobs - Page 37

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Equity Brokerage and Cross Selling Targets of Investment viz Mutual Funds, PMS, AIF, Loan products, Corporate FDs. 3) Disimination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemmina...

1) To strategize client engagement process for optimal revenue generation 2) IC will be instrumental in acquisition of larger relationships along with the RM. 3) To engage with RHs/RMs on identifying opportunities for cross-sell for generating additional revenues 4) To regularly monitor achievement of branch & regional targets 5) Conducting Portfolio Reviews of Large relationships along with the RM, 6) IC will prepare Investment Proposal and present to client, ensure all requirements are taken care of while preparing the IP and explain the same to prospect 7) Business Planning with the Incentive plan, work with each RM and help in monthly and quarter activities. 8) Being part of the Product ...

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. 7)Candidates with Min 5 8 Yrs having deep knowledge of MF, PMS and other Equi...

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...

1) Drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2) Through team and self contribution meet the required AUM, investor acquisition and AUM targets for given area. 3) Ensure the timely delivery of customized wealth advise to HNI customers 4) Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5) Conduct periodic trainings on products and process for the team 6) Joint calls with Relationship Managers/Team Candidate profile 1) . 5+ Years in sales/wealth management of handling the HNI clie...

SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management 1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 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.

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6...

Relationship Manager Senior Relationship Manager NRI Desk, Equity Broking 1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help cu...

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. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...

Relationship Manager Senior Relationship Manager NRI Desk, Equity Broking 1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help cu...

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sale...

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without comp...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sale...

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. Exp.- Candidates with Min 5 - 8 Yrs having deep knowledge of MF, PMS and othe...

We are currently looking to hire young and energetic Relationship Manager/Sr Relationship Manager for Kolkata ,Dhanbad and Bhubaneswar location. Job Description - As a Relationship manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience. You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc. You also counsel them on what their short-term and long-term goals are. Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives. Keep track of the...

Undertake duties as directed by the Local Operations Manager. Undertake regular review of HS performance across project. Advise what training and qualifications are required for all members of the Construction team to undertake their roles and responsibilities in respect of HS. Advise what human, technical and equipment resources are sufficient and appropriate to meet the projects HS objectives. Provide information, technical advice and support to all Construction teams on HS information including legislation, standards, codes of practice etc. Participate in workplace inspections and provide guidance as required to workers nominated to complete designated tasks and corrective action. Monitor...

Undertake duties as directed by the Local Operations Manager. Undertake regular review of HS performance across project. Advise what training and qualifications are required for all members of the Construction team to undertake their roles and responsibilities in respect of HS. Advise what human, technical and equipment resources are sufficient and appropriate to meet the projects HS objectives. Provide information, technical advice and support to all Construction teams on HS information including legislation, standards, codes of practice etc. Participate in workplace inspections and provide guidance as required to workers nominated to complete designated tasks and corrective action. Monitor...

- Accountable for acquisition of High net worth clients. - Responsible for identifying customer needs and assessing their risk appetite. - Responsible for cross selling products like Mutual funds, PMS etc. to the existing set of customers. Required Candidate profile - 5+ years of experience in managing wealth products. - Strong networking skills to expand client base and generate referrals within HNI Community.

What this job involves: The Analyst will work in collaboration with Asset Managers to implement value-added strategies for JLL Real Estate Capital, LLC (JLL REC) multifamily and commercial properties while maintaining the core ethical values of JLL REC. The Analyst must demonstrate attention to detail, organization, analytical orientation, leadership, and possess the initiative to work in an independent and reliable manner. The Analyst will be relied upon by the team to analyze the financial performance of the JLL REC portfolio and provide thoughtful analysis which will be heavily utilized for JLL RECs overall risk assessment. Building positive and professional rapport with the Asset Managem...

Role The role is for Transfer Agency ( TA ) business with specific responsibility to support Business as Usual ( BAU ) in Pune, India. This department is responsible for several TA functions, including, but not limited to, Dealing, Registration, Settlement, Reconciliations, Distributions, management accounting and client reporting. This role is to support BAU activities in the TA department in order to ensure that not only client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory and management company requirements are effectively delivered. JOB TITLE Senior Analyst REPORTNG MANAGER Team Leader Principal Responsibilities To support and deliver BA...

Job Description Position Title: Senior Analyst Fund Accounting Role Description: Evaluates and reconciles funds including mutual, commingled, and collective for production of client month-end reports or for daily valuation. Verifies transactions, audits income reports within scheduled timeframes and resolves exceptions on a daily basis for fund accounts. Core Skills & Competencies Required: Working knowledge of financial / capital markets (e.g., Good understanding of financial instruments, operation of capital markets, lifecycle of trade, valuations etc.) Good understanding and ability to articulate current role / functional process Demonstrate through examples /evidence excellent written an...

Major Duties: Design and develop messaging and web service components based on design documents that fit within technical framework as outlined by technical architects Ensure code meets standards and is tested appropriate to the platform Provide technical guidance to the development team as required. A team player with an ability to own the design and code as per requirement given. Communicate status (written and verbal) to project team and management Continuously looks for ways to improve the application s stability, scalability and user experience Knowledge/Skills: Agile Methodology Knowledge of Spring framework, messaging, Java, Application servers Knowledge of full software development l...

Data Engineer We are seeking a skilled and versatile Data Engineer with hands-on experience in Python, Power BI, Azure Data Factory, Java, and React. The ideal candidate will have domain expertise in Intraday Liquidity Stress Testing and Cash Flow Forecasting and will contribute to building scalable data pipelines and insightful dashboards for financial analytics. Key Responsibilities: Design, develop, and maintain scalable data pipelines and ETL processes using Python and Azure Data Factory. Orchestrate and automate data workflows using Azure Data Factory for efficient data movement and transformation. Develop and maintain Power BI dashboards to visualize financial data and support decision...

Job Summary: We are seeking a skilled and versatile Data Engineer with hands-on experience in Python, Power BI, Azure Data Factory, Java, and React. The ideal candidate will have domain expertise in Intraday Liquidity Stress Testing and Cash Flow Forecasting and will contribute to building scalable data pipelines and insightful dashboards for financial analytics. Key Responsibilities: Design, develop, and maintain scalable data pipelines and ETL processes using Python and Azure Data Factory. Orchestrate and automate data workflows using Azure Data Factory for efficient data movement and transformation. Develop and maintain Power BI dashboards to visualize financial data and support decision-...