10351 Wealth Management Jobs - Page 37

Managing of 3000 to 5000 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs Analyse customer portfolio give appropriate advice Responsible to ensure all activities are in adherence as per Compliance Risk. Assist in increasing depth in existing relationships

Would be responsible to Drive Web Based Business Revenue for a desk managing self-trading customers Responsible to execute Auto dialler one-to-one campaigns for ensuring business deliverables Responsible for expanding Web Behavior Business approaching Web Clients to execute their investment view with the help of Technology Responsible to drive manage 12-15 dealers team size to generate Targeted revenue and balancing revenue multiples Should be able to guide and scale-up New and old Dealers to ensure team KRA achievement Responsible for achieving targets as assigned by the organization on a monthly basis Responsible for training educating, adding Revenue, Onboarding newly acquired clients Res...

Onboarding of newly acquired clients. To activate the clients by using our various platforms. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools in scalable way Develop Knowledge of market news, financial trends, current affairs and data points Responsible to ensure all activities are in adherence as per Compliance Risk. Participate in various on desk campaigns to make them successful

Onboarding of newly acquired clients. To activate the clients by using our various platforms. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools in scalable way Develop Knowledge of market news, financial trends, current affairs and data points Responsible to ensure all activities are in adherence as per Compliance Risk. Participate in various on desk campaigns to make them successful

Manage a team for client servicing of HNI and Ultra-HNI clients. Understand clients requirements and accordingly provide services Strategize engagement plans for inactive customers and activate their accounts Ensure that customers trade actively after opening the trading account Maintaining keeping track of data, reminding clients about activities they need to do, office / operations related work, processing of data received by clients Interfacing with operations team Have a customer-centric approach and ensure that customers are serviced well Will be responsible for end to end ownership of the process. Proactive updation to all parties.

Manage a team for client servicing of HNI and Ultra-HNI clients. Understand clients requirements and accordingly provide services Strategize engagement plans for inactive customers and activate their accounts Ensure that customers trade actively after opening the trading account Maintaining keeping track of data, reminding clients about activities they need to do, office / operations related work, processing of data received by clients Interfacing with operations team Have a customer-centric approach and ensure that customers are serviced well Will be responsible for end to end ownership of the process. Proactive updation to all parties.

Work closely with thebranch team to reach out to high priority and affluent clients. Understand clientneeds and offer comprehensive wealth management solutions, includinginvestments, insurance, PMS/AIF and structured products. Achieve AUM andrevenue targets through cross-selling investment products to exiting clients Ensure high standardsof client servicing and compliance with internal and regulatory guidelines. Keep updated on markettrends, investment products, and global financial news. Proactively identifynew business opportunities within existing and potential clients. Participate inmarketing and client engagement events.

Work closely with the branch team to reach out to high priority and affluent clients. Understand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products. Achieve AUM and revenue targets through cross-selling investment products to exiting clients Ensure high standards of client servicing and compliance with internal and regulatory guidelines. Keep updated on market trends, investment products, and global financial news. Proactively identify new business opportunities within existing and potential clients. Participate in marketing and client engagement events.

Workclosely with the branch team to reach out to high priority and affluentclients. Understandclient needs and offer comprehensive wealth management solutions, includinginvestments, insurance, PMS/AIF and structured products. AchieveAUM and revenue targets through cross-selling investment products to exitingclients Ensurehigh standards of client servicing and compliance with internal and regulatoryguidelines. Keepupdated on market trends, investment products, and global financial news. Proactivelyidentify new business opportunities within existing and potential clients. Participatein marketing and client engagement events.

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Role Overview: As a Wealth management you will be responsible for acquiring and managing High Net Worth Individual (HNI) and corporate clients for investment and wealth management products. The role involves proactive client acquisition through cold calling, field visits, and relationship management, with a focus on delivering customized investment solutions and driving business growth. Key Responsibilities: ? Identify and acquire new clients through lead generation, networking, and field sales activities. ? Present and promote Jones Asset Management's wealth and logistic investment products to HNI clients. ? Conduct client meetings, portfolio discussions, and financial planning sessions. ? ...

Channel Sales Manager | 2–8 yrs exp Strong knowledge of Mutual Funds, SIPs, FDs, Fixed Income, PMS & NCDs. Responsible for channel development, sales growth, and preparing regular reports, forecasts & analysis. share resume@ sampada.sutar@successr.in Required Candidate profile Proven exp in channel sales, ideally in Investment & Finance Results-driven with exceeding targets Willing to travel Strong knowledge of Mutual Funds, Insurance, SIPs, FDs, Fixed Income,& PMS products

Role Overview: As an Investor Relations & Fundraising Executive at Finnova Advisory Services Pvt. Ltd., you will play a crucial role in expanding our investor network for exclusive real estate investment opportunities. Your primary responsibility will be to identify, source, and onboard new investors, particularly focusing on real estate deals. Key Responsibilities: - Identify and connect with potential investors such as HNIs, UHNIs, Family Offices, and Institutions. - Build and cultivate strong relationships with investors. - Present real estate investment opportunities and secure funding mandates. - Establish and grow a pool of dependable investors for current and future projects. - Collab...

Role Overview: As a Senior Consultant at EY - GDS Consulting Capital Market Operations, you will be part of a team that assists Global Wealth, Asset Management, and Investment Banking clients in enhancing their capital market operations. Your role will involve setting up Global Delivery Centers, establishing a reliable operating model, and contributing to Performance Improvement initiatives. You will play a crucial role in conducting finance process assessments, analyzing pain areas, and proposing solutions to drive efficiency. Key Responsibilities: - Deliver market-facing and other operations and processes based on client requirements and SLAs - Serve as a Subject Matter Expert on key clien...

Role Overview: As a Treasures Relationship Manager (HNI Wealth RM) in Chennai, you will be responsible for managing and enhancing a portfolio of high-net-worth individual clients. Your role will involve client engagement, providing tailored financial advice, investment management, ensuring client satisfaction, and acquiring new clients. Daily tasks will include financial planning, portfolio review, market analysis, and maintaining compliance with banking regulations. Key Responsibilities: - Manage and enhance a portfolio of high-net-worth individual clients - Engage with clients to provide tailored financial advice - Conduct investment management activities - Ensure client satisfaction and r...

As a Business Analyst at SEI, you will be responsible for performing business analysis and coordinating the involvement of subject matter experts, users, internal and external stakeholders to gather requirements. You will need to critically think through business requirements to define product requirements and deliver testing criteria for sprint and release planning. Articulating key decisions, open issues, case studies, workflow, and functional requirements to bring clarity to cross-functional teams will be a crucial part of your role. Additionally, you will proactively recommend innovations and modifications that comply with industry requirements and align with corporate objectives to impr...

As an Accounting Specialist at our Professional Services firm, your role involves posting transactions, preparing ledger balances, and conducting bank reconciliations. You will be responsible for submitting VAT returns and ensuring strict adherence to deadlines for assigned tasks. Additionally, you will collaborate with the accounting manager, client manager, and clients to address queries and escalate any issues in a timely manner. Your key responsibilities include: - Posting transactions and checking ledger balances - Preparing and submitting VAT returns - Adhering to deadlines for assigned tasks - Providing responses to accounting manager queries within agreed timelines - Escalating issue...

As an International Wealth and Premier Banking (IWPB) professional at HSBC, you play a crucial role in providing borderless banking and world-class wealth management to our customers through best-in-class, mobile-first capabilities and exceptional service. You have the opportunity to support individuals, families, business owners, investors, and entrepreneurs across the world. HSBC's wealth offerings are further enhanced by our leading premium propositions in Asset Management and Insurance. **Principal Responsibilities:** - Present a competitive EBS proposition to corporate clients to increase revenue through incremental uploads. - Ensure the quality of corporates acquired align with the req...

Role Overview: Join the IIMF Academy Faculty Team and be a part of empowering the next generation of global banking, finance, and management professionals. IIMF Academy is a pioneering initiative by Mentornets, Lexicon, and Goodway organizations with over 30 years of collective experience in career planning, international career transitions, entrepreneurship, professional skills development, and language training for graduates and young professionals. The academy was founded with a vision to prepare graduates for rewarding careers in Global Banking, Trade, Management, Finance, and Technology through advanced, career-connected education. Key Responsibilities: - Teach and mentor students in th...

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such 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 clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, Uttam. Call & WhatsApp :- 9949101406 Share Updated resume, utta...

Primary skills:Domain->Capital Markets->Wealth Management A day in the life of an Infoscion As part of the Infosys consulting team, your primary role would be to get to the heart of customer issues, diagnose problem areas, design innovative solutions and facilitate deployment resulting in client delight, You will develop a proposal by owning parts of the proposal document and by giving inputs in solution design based on areas of expertise, You will plan the activities of configuration, configure the product as per the design, conduct conference room pilots and will assist in resolving any queries related to requirements and solution design You will conduct solution/product demonstrations, PO...

Primary skills:Domain->Capital Markets->Wealth Management A day in the life of an Infoscion As part of the Infosys consulting team, your primary role would be to get to the heart of customer issues, diagnose problem areas, design innovative solutions and facilitate deployment resulting in client delight, You will develop a proposal by owning parts of the proposal document and by giving inputs in solution design based on areas of expertise, You will plan the activities of configuration, configure the product as per the design, conduct conference room pilots and will assist in resolving any queries related to requirements and solution design You will conduct solution/product demonstrations, PO...

Primary skills:Domain->Capital Markets->Wealth Management A day in the life of an Infoscion As part of the Infosys consulting team, your primary role would be to get to the heart of customer issues, diagnose problem areas, design innovative solutions and facilitate deployment resulting in client delight Ability to develop value-creating strategies and models that enable clients to innovate, drive growth and increase their business profitability Good knowledge on software configuration management systems Awareness of latest technologies and Industry trends Logical thinking and problem solving skills along with an ability to collaborate Understanding of the financial processes for various type...

What we'do As the third line of defense, Internal Audit s mission is to independently assess the firm s internal control structure, including the firm s governance processes and controls, and risk management and capital and anti-financial crime frameworks, raise awareness of control risk and monitor the implementation of management s control measures. In doing so, internal Audit: Communicates and reports on the effectiveness of the firm s governance, risk management and controls that mitigate current and evolving risk Raise awareness of control risk Assesses the firm s control culture and conduct risks; and Monitors management s implementation of control measures Goldman Sachs Internal Audit...

Key Responsibilities: Design enterprise-level architecture solutions across capital markets, retail banking, wealth management, and investment banking Lead pre-sales activities including RFP responses, solution presentations, and POCs Drive technical discovery workshops with C-level stakeholders Create solution roadmaps aligned with clients digital transformation initiatives Required Skills: Deep understanding of banking domains: treasury, risk management, securities trading, wealth management platforms Experience with core banking systems, payment solutions, and regulatory frameworks Knowledge of modern architecture patterns: microservices, API-first, cloud-native Strong pre-sales experienc...