13162 Wealth Management Jobs - Page 39

Testing - WAM Functional - Senior Requirement Overview: We are seeking an experienced Functional Test Lead with strong expertise in Asset Management and Middle Office functional modules. The candidate must have hands-on experience with TCS Bancs application and a deep understanding of trade lifecycle, valuations, corporate actions, and reconciliations. Responsibilities: Responsible for leading a project team and monitoring all the project activities from scratch. Perform functional testing for Asset Management and Middle Office modules within TCS Bancs. Validate trade processing workflows, including matching and confirmation. Test portfolio valuations, calculations, and ensure accurate perio...

Role Overview In Private Wealth, you will play a pivotal role in leading and expanding our wealth management business The role involves driving client acquisition at the highest levels, scaling the franchise, and mentoring leaders within the team We are looking for a seasoned professional who can balance strategic vision with execution while nurturing strong client relationships and ensuring consistent business growth Key Responsibilities Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals Sales & Advisory: Offer in-house PMS and third-party investment products, including Mutual Funds, Bonds, SIPs, AIFs, Unlisted Shares, Equities, Comm...

Business Development Manager- Franchisee Division (Wealth Management) Location: Delhi,Noida ,Kanpur,Jaipur,Amritsar Department: Wealth Management Franchisee Acquisition Reporting To: Team Leader (Franchisee Division) Functional Head: National Head Franchisee Acquisition Job Type: Full-time, fork from field (Field Business development Role) Compensation: Best in Industry + Incentives ______________ Key Responsibilities 1. Franchisee Engagement & Client Acquisition Drive new client acquisition for acquired franchisees by executing hyperlocal engagement activities. Organize and manage events in premium residential societies and local communities to target HNI clients. Support franchisees in cli...

Key Responsibilities: Generate new business to achieve defined sales targets. Build and deepen relationships with existing wealth customers to increase share of wallet and revenues. Provide professional customer service to ensure high customer satisfaction and retention. Continuously engage in self-development. Manage the portfolio to minimize attrition and ensure stability of the book. Monitor and achieve key performance indicators at the highest level. Maintain complete knowledge of the customer base including profile, demographics, psychographics, and assets. Achieve targets for product mix and cross-sell objectives. Maximize sales process efficacy through best-in-class productivity. Exec...

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. To apply, share your updated CV at varadarajan.dittakavi@bajajcapital.com

Role & responsibilities Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. To Enhance & ...

Acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, PE, Bonds, Structured Products etc. Generate leads and develop prospects, network to identify referrals to new clients Understand investment/financial needs, risk appetite of the client to create and manage a long term Asset Allocation plan. Identify and execute on new business opportunities with existing clients. Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions. Generating AUM of 100X trail book. Generating minimum of 2X revenue per month

Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Brokerage company Job Title : Relationship Manager (BDRM) - Mutual funds Sales Staring 3 to 6 Months Leads company will provide - Filed Work. Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book(Mutual Funds). Direct Responsibilities: Acquiring new clients with benchmark assets. 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. Technical & Behavioural Competenci...

Role & responsibilities 1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling Products 2. To up sell MF products to Retail/HNI Clients of IPru, as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensu...

As an experienced Investment Advisor, your role will involve supporting our investment immigration business catering to High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs). **Responsibilities:** - Provide investment guidance and support to HNIs/UHNIs, assisting them through the investment immigration process - Develop and maintain strong relationships with clients, understanding their financial and immigration goals, and risk tolerance - Offer investment immigration solutions that align with clients' objectives and immigration goals - Collaborate with the team to identify new business opportunities and expand the network - Stay updated on market trends, regulatory ...

Job Description Role Overview: As a Senior or Mid-level Wealth Relationship Manager at Centrum India in Ahmedabad, your main responsibility will be managing client portfolios, providing financial advice, creating investment strategies, and nurturing client relationships. Key Responsibilities: - Manage client portfolios effectively - Provide financial advice to clients - Develop investment strategies based on client needs and market trends - Maintain strong relationships with clients Qualification Required: - Strong knowledge of Wealth Management, Investment Banking, relationship management, and Lending - Excellent interpersonal and communication skills - Ability to analyze financial data and...

Job Description: Financial Analyst / Equity & Crypto Trading Specialist Location: Transcom, GGN Sec 30 Department: Customer Support (Finance & Investment) Role Type: Full-time Experience: At least 6 months of relevant exp is mandatory Education: Graduate &undergraduate both can apply Role Overview We are seeking a highly skilled Financial Analyst with strong expertise in cryptocurrency, equity markets, ETFs, mutual funds, wealth management, and trade settlements. The ideal candidate will have hands-on experience in trading, corporate actions, taxation, and investment advisory, along with solid knowledge of NISM compliance. This role involves market analysis, trade processing, and supporting ...

As a Cluster Head / Senior / Relationship Manager, you will be responsible for the following key responsibilities: - Client Engagement and Relationship Management: - Address HNI and ultra HNI clients for investment requirements, through an exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various Investment products. - Profile Customers and provide financial products to meet customer needs. - Work closely with Relationship Managers to support client portfolios and execute wealth management strategies. - Market Research And Analysis: - Conduct thorough researc...

InCred Wealth InCred Wealth is a fast-growing Wealth management company. It has had an exceptional journey of 5 Years to build ?40,000 crore AUM as on Sept 2025, ?3,000+ HNI/UHNI clients, ?200+ top notch experienced sales professionals across the industry and ?Presence in 9 cities in India and International presence in Singapore, Dubai and London. Key responsibilities Produce periodic portfolio review packs (e.g., quarterly/annual): performance vs benchmarks, contribution/attribution, risk metrics, exposures and transaction summaries for each client segment. With guidance from Head of Investments, prepare bespoke investment proposals for new money, rebalancing and restructuring, including re...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto – in parts or entirely – while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business ...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto – in parts or entirely – while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business ...

This role is for one of our clients Industry: Human Resources Services Seniority level: Director level Min Experience: 13 years Location: Mumbai JobType: full-time We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. We are seeking an experienced Senior Avaloq Platform Delivery Lead to manage the end-to-end delivery of complex Avaloq-based solutions within a high-performin...

About The Role Project Role : Business Analyst Project Role Description : Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information. Must have skills : Business Requirements Analysis Good to have skills : AWS Architecture Minimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Must Have Skills: 7+ years experience in Capital Markets domain (Asset & Wealth management:front office processes, including research, ratings, portfolio...

About The Role Project Role : Business Analyst Project Role Description : Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information. Must have skills : Business Requirements Analysis Good to have skills : AWS Architecture Minimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Must Have Skills: 7+ years experience in Capital Markets domain (Asset & Wealth management:front office processes, including research, ratings, portfolio...

About The Role Project Role : Business Analyst Project Role Description : Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information. Must have skills : Business Requirements Analysis Good to have skills : AWS Architecture Minimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Must Have Skills: 7+ years experience in Capital Markets domain (Asset & Wealth management:front office processes, including research, ratings, portfolio...

About The Role Project Role : Business Analyst Project Role Description : Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information. Must have skills : Business Requirements Analysis Good to have skills : AWS Architecture Minimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Must Have Skills: 7+ years experience in Capital Markets domain (Asset & Wealth management:front office processes, including research, ratings, portfolio...

Join us as a Controls Testing Manager In this role, youll support and be responsible for the delivery of the regular testing of key controls and files, and the completion of targeted control reviews for a franchise or function Working closely with the relevant business areas and other business controls teams, youll make sure that findings from reviews are escalated and robust action plans are agreed and driven forward with key stakeholders This highly collaborative role provides an opportunity to develop your skillset and raise your profile across the bank We are offering this role at associate level What you''ll do Well look to you to ensure the timely completion of all appropriate risk iss...

The top Stock broking and investment company offering a wide array of solutions like wealth management, stockbroking, investment banking, and insurance, serving retail, HNI, and institutional clients is hiring for below roles in large numbers in - JAIPUR Call on 8859766816 / 941250851 / 8755187878 send cv on rm@contactxindia.com Role & responsibilities Relationship Manager: It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business ...

About The Role Skill required: Bid Management - Bid Management Designation: Bid Management Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years What would you do? At Accenture, we believe your career is about what you want to be and who you want to be. Its about bringing your skills, your curiosity, and your best true self to your work. Here, youll match your ingenuity with the latest technology to do incredible things. Together, we can create positive, long-lasting change.We Are:Sales Excellence at Accenture. We empower our people to compete, win and grow. We develop everything they need to build and mature their client portfolios, optimize their deals and enable their s...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto – in parts or entirely – while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business ...