13162 Wealth Management Jobs - Page 38

We are Franklin Templeton s central AI team, responsible for driving innovation and delivering generative AI solutions across the entire organization. Our growing team includes over 100 full-time employees and valued vendor partners, structured into dedicated strategy, product, platform, and research groups, with broad infrastructure engineering support from the wider Franklin Templeton Technology (FTT) organization. We operate in a fast-moving, start-up-like environment that values autonomy, ownership, and creative problem-solving. Joining our team means working on some of the most meaningful challenges in finance and investment, with the opportunity to make a real impact on how people achi...

The opportunity Senior Consultant-FS-Tech Consulting-CNS - TC - Enterprise Technology Strategy - 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 s...

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Open Demat Accounts & suggest investment's Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Responsibilities: Manage high net worth clients' wealth through investment advice, portfolio management & life insurance sales. Handle ultra HNIs with expertise in private banking & mutual funds. Health insurance Sales incentives Annual bonus Performance bonus Referral bonus Gratuity Provident fund Maternity leaves Paternity leaves Maternity policy

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 ...

Hi, Greetings from SketchHR Manpower Consultancy (www.sketchhr.com)! We are currently hiring for the position of Private Wealth Manager (ranging from Mid to SVP level ) for one of our leading clients in the Private Wealth Management industry. Our client is one of the leading Private Wealth Management firms , currently expanding its footprint across multiple geographies in India. The firm carries forward the groups core values of Knowledge, Integrity, Trust, and Transparency, and serves affluent families, business owners/promoters, family offices, new-age entrepreneurs, and CXOs. Its business offering is designed to help clients create, preserve, and transition wealth across generations, buil...

Acquire new clients through referrals, networking, and market outreach Build and maintain long-term relationships with HNI, UHNI, and affluent clients Understand client financial goals, risk profile, and investment preferences Required Candidate profile Strong understanding of financial markets and investment products Must Handle HNI & Ultra HNI Clients.

Key Responsibilities: Job Role- Equity Advisor/ Dealer Job Description- 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 sayali : 9158043197

The main responsibility consists of achieving Business targets set, which includes-broking revenue along with cross-selling, third party products & in house products launched by Sharekhan time to time, servicing to existing/ new acquired clients of Sharekhan One segment. Also generate advisory & operational issues & give timely solutions which will play a differentiator for this segment. To Gaurentee: To achieve revenue target through broking & cross selling products launched by Sharekhan. Generate interest income. Understanding of clients profile & suggesting Portfolio/Asset allocation. Brokerage revenue/ Asset gathering/ interest income as per target set for Sharekhan One. Effective & seam...

Candidate should have sound knowledge of managing wealth of HNI Clients. Should have good knowledge of Mutual Fund, Bonds , Equity and PMS. Individual Profile. Positions are based at Kota, Udaipur location .Excellent communication skill reqd. Perks and benefits Excellent Incentives

The Opportunity We are seeking a Backend Engineer to develop and own state of the art products that help bring people closer to their financial goals. As we build and scale Syfe over the next few years, our product and engineering team is growing and it is the perfect time to join the team at an early stage and create an impact within and outside the organisation. Location: Gurgaon What You ll Do Improve system health by developing and maintaining backend services. Automate operational processes to reduce manual workload and enhance efficiency. Collaborate with cross-functional teams to identify and resolve system issues. Document processes and best practices to ensure knowledge sharing and ...

Job Description ServiceNow Delivery Lead Summary ServiceNow delivery Lead responsible for overall delivery of GRC solution using ServiceNow IRM services from India. Key responsibilities: Responsible for the delivery and support of ServiceNow IRM GRC solution from APAC. Works with platform owners and track leads to share guidance and good practices for successful deployment of ServiceNow solutions Provide hands on technology leadership. Responsible for design and architecting the solution Guide the team in resolution of technical issues with ServiceNow platform to ensure continued progress of the project Leads and manages the team both on technical and professional skills, for successful deli...

Candidate should have sound knowledge of managing wealth of HNI Clients. Should have good knowledge of Mutual Fund, Bonds , Equity and PMS. Team Management Profile handling Wealth RMs. Exisitng BMs can also apply. Excellent communication skill reqd. Perks and benefits Excellent Incentives

Candidate should have sound knowledge of managing wealth of HNI Clients. Should have good knowledge of Mutual Fund, Bonds , Equity and PMS. Individual Profile. Positions are based at Ahmedabad, Vadodara, Surat .Excellent communication skill reqd. Perks and benefits Excellent Incentives

Bajaj Capital Ltd is currently hiring for / . across the entire Bangalore with minimum of of experience in Direct Sales -The role focuses on , , , . -The product suite includes , , , , , etc. -It's and . - is mandatory in any field.

We are seeking a highly skilled Financial Analyst with strong expertise in cryptocurrency, equity markets, ETFs, mutual funds, wealth management, and trade settlements, trading, corporate actions, taxation, investment advisory, NISM compliance. Perks and benefits Two sides cab facility & 5 days working,

Responsibilities: - Mutual funds advisory (sales) to HNIs - Prospect for new sales leads and close sales Qualifications: - 2 to 6 years of work experience with Mutual Funds and PMS Compensation Offered: 25,000-39,000 in-hand Location - Sector 3 Noida Travel allowance Health insurance Life insurance Sales incentives Performance bonus Referral bonus Mobile bill reimbursements Leave encashment

The Senior Relationship Manager (SRM) is responsible for managing high-value clients (premium/elite members) and ensuring successful matchmaking outcomes through personalized relationship management, customer engagement, and consultative selling. Key Responsibilities Handle a portfolio of high-net-worth or premium clients to assist in their partner search journey. Understand client preferences, expectations, and background to offer tailored match recommendations. Build long-term trusted relationships through regular follow-ups, meetings, and counseling sessions. Achieve monthly/quarterly conversion and retention targets. Work closely with internal matchmaking and service delivery teams for e...

Dear Aspirants, Greetings from Aditya Birla Sun Life AMC ...!!! We have immediate Job Openings for Relationship Manager role for Gulbarga location Job Criteria: Number of Open Positions: 1 Designation: Relationship Manager - Retail Sales Locations: Gulbarga Age: Upto-32 Years Education Qualification: Any Graduates. Industry: BFSI with Mutual Fund Sales. Role & responsibilities Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business fr...

Bajaj Capital Ltd is currently hiring for / . across the entire Bangalore with minimum of 2 of experience in Direct Sales -The role focuses on , , , . -The product suite includes , , , , , etc. -It's and . - is mandatory in any field. To apply, share your updated CV at varadarajan.dittakavi@bajajcapital.com

Company : Leading Asset Management Firm. Role : Customer Engagement Channel. Experience : 3 - 10yrs of core experience in Mutual Fund Sales / Wealth Products. Industry Experience: BFSI Industry. Education : Any Graduate / Post graduate (CA/ CFA/ MBA preferred) Location : Mumbai. Responsibilities: - Manage and grow relationships with existing HNI and UHNI clients by providing strategic advice and tailored investment solutions. - Acquire new clients through referrals, networking, and market engagement. - Drive revenue growth by optimizing product mix and increasing client asset size. - Represent a spectrum of products Mutual Funds, PMS, AIFs, and alternate asset strategies with customized solu...

Leading life insurance company is hiring for Area Manager Area Manager - NRI Vertical CTC- upto 6.5 LPA This will be individual role. Excellent Communication skills Highly presentable on screen Candidate must have 2-6 years of NRI client sales experience in Bank/Insurance (Virtual or retail set up) They will be sitting on bank tele sales floor and they will get leads from Bank NR RM and then they will connect with customers virtually and close the deal. Candidate should know about Global Taxation/ how to deal with overseas clients. Contact : Shreya 7389003708

Equity sales to all clients of branch with special focus on HNI clients Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets Generating Net interest income through Margin trade funding (MTF) Required Candidate profile Graduate / Post graduate in any stream with knowledge of capital markets. Min Exp : 2 Years Max CTC : 7 LPA NISM VIII is mandatory

Designation- Manager/ Sr Manager- Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the region...

Syfe is looking for Technical Product Manager to join our team Define the long-term architecture for the next-generation fund management platform. Shape system capabilities supporting discretionary portfolio management, automated allocation logic, and multi-currency workflows across markets. Lead phased migration from legacy systems while maintaining reliability and data integrity. Own integrations with brokers, custodians, fund houses, banks, and market-data vendors. Drive API, contract, and workflow requirements with multiple external partners. Build internal tools and workflows supporting Investment Operations, Portfolio Operations, Finance, and Reconciliation teams. Understand day-to-day...