10351 Wealth Management Jobs - Page 39

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Role Overview: As a Wealth Relationship Manager 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 Managements wealth and logistic investment products to HNI clients. Conduct client meetings, portfolio discussions, and financial planning sessions. ...

Responsibilities: * Manage portfolio of high net worth clients * Acquire new HNIs through networking & relationship building * Provide private banking services with focus on wealth management

Responsibilities: * Manage HNIs' wealth through SIPs & mutual funds sales. * Collaborate with investment product teams. * Provide exceptional customer service. * Implement wealth management strategies. * Meet revenue targets. Food allowance Health insurance Annual bonus

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

Lead and manage day-to-day operations of US Retirement & Benefits processes (401(k), pension, IRA, annuities, etc. ) Ensure compliance with ERISA, IRS, and DOL regulations for US benefits administration. Handle escalations, complex cases and communication on retirement and benefits issues. Drive process improvements, automation, and quality initiatives. 8- 12 years of total experience with at least 35 years in managing US retirement or benefits operations. Strong understanding of 401(k), defined benefit (DB), and defined contribution (DC) plans. Exposure to wealth management processes, financial planning, and investment products. Contact Person: Maheshwari Balasubramanian Email: maheshwari@g...

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

strong expertise in Mutual Funds, Insurance, Stocks, and other Financial Products, along with a proven track record of managing high-net-worth client portfolios and delivering exceptional investment advice. Required Candidate profile Minimum 5 years of experience in Wealth Management, Financial Planning, or Investment Advisory. In-depth knowledge of financial products including MFs, insurance, equities, bonds, PMS, AIFs, etc.

Acquiring quality clients for Broking & Third-Party Products through networking, data base, market Intelligence, references from existing clients and assigned leads from the organization. Managing profit centre operations with key focus on bottom line profitability by ensuring optimal utilization of available resources Responsible for new client acquisition and increasing depth in existing relationships Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and focus on generating new business Maintaining channel partner relationship and providing services to new Sub-broker/Franchise/channel partners Responsible for achievi...

Sales & Business Development Executive Wealth & Investment Solutions Company: Jones Group of Companies (Jones Asset Management & Jones Elite Logistics) Location: Bangalore Openings: 34 Department: Investment & Business Development About the Company Jones Group of Companies, comprising Jones Asset Management and Jones Elite Logistics (JEL), is a Bengaluru-based conglomerate offering a diverse range of services across logistics, asset management, and investment solutions. With a strong focus on technology, sustainability, and financial growth, we deliver excellence through innovation and trusted client partnerships. Role Overview We are seeking energetic and target-driven professionals to join...

Job Summary: We are seeking a motivated and results-driven Sales / Acquisition Executive to drive new customer acquisition, revenue growth, and business expansion . Key Responsibilities: 1. New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML 2. Ensure successful onboarding of customer for a smooth transition to branch banking team. 3. Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of ...

Job Summary: We are seeking a motivated and results-driven Sales / Acquisition Executive to drive new customer acquisition, revenue growth, and business expansion . Key Responsibilities: 1. New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML 2. Ensure successful onboarding of customer for a smooth transition to branch banking team. 3. Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of ...

Aspire Wealth Management is looking for skilled Share Market Dealers to handle Commodity and Equity segments. The ideal candidate should have completed NISM and Commodity Certification exams and have a passion for financial markets. Required Candidate profile Must have completed NISM and Commodity Certification exams Relevant experience preferred (Freshers with certifications can also apply) Knowledge of trading platforms and market operations

1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with them by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice. 3) The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent). 4) Maintaining client relationships and generate AUM from preferred clients. 5) Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 6) Helping team to Track the ...

1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with them by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice. 3) The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent). 4) Maintaining client relationships and generate AUM from preferred clients. 5) Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 6) Helping team to Track the ...

Looking for Relationship Manager with experience in DMAT accounts, SIPs (Systematic Investment Plans), and insurance. This role typically involves managing and nurturing client relationships, particularly in financial products. Here's a brief overview of the skills and responsibilities for a Relationship Manager in this context: Key Responsibilities: 1 . Client Relationship Management: Build and maintain relationships with clients, understanding their financial needs. o Act as the main point of contact for high-net-worth clients, providing financial advice and assistance. 2 . DMAT (Dematerialized Accounts): Assist clients in opening, maintaining, and resolving issues related to their DMAT ac...

Walking Drive from 27 Oct 2025 to 31 Oct 2025 We have openings in Deccan, Aundh and Ravet location. However HR interview will be conducted in JM road Deccan branch ONLY. Kindly visit JM road Deccan branch for interview. Looking for Wealth Relationship Manager 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 client. Ensure all clients are met o...

• Handle client queries & maintain communication records • Support internal teams with documentation and coordination • Prepare reports and assist in administrative activities • Communicate effectively in English (spoken & written) Required Candidate profile • Freshers are welcome to apply • Excellent communication skills • Proficiency in English (spoken & written) • MBA candidates preferred • Candidates willing to relocate are also preferred

• DP Opts include demat, remat, pledge, unpledge • Reconcile daily DP reports • Coordinate with NSDL/CDSL, clearing members • Prepare, maintain MIS compliance reports as per SEBI & depository regulations. • Assist in audit & inspection process.

We are seeking a skilled and motivated Wealth Manager with expertise in Equities, Mutual Funds, and other Wealth Management Products, and Develop and manage relationships with HNIs and ultra-HNIs to grow the wealth management business Required Candidate profile Strong knowledge of equity, mutual funds, insurance, and other investment products. SEBI/NISM certifications (if required for advisory roles) will be an added advantage. Perks and benefits Performance-driven incentive structures.

. The ideal candidate should have prior experience in selling B2B professional services (such as Chartered Accountancy, Company Secretary services, Legal, Compliance, or Wealth Management offerings).

Area Sales Manager is responsible for achieving sales targets in a specific geographic area by managing a team and driving sales of LAP products . They develop sales strategies, monitor team performance, and foster a positive work environment. Interested one's can reach RSM: 9986184724 Role: Develop and implement strategic sales plans Manage and motivate a sales team Monitor team performance and provide guidance Manage the LAP loan process Cross-sell and upsell other products

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based at Jaipur Job Locations: Jaipur Rajasthan Note: Candidates having total 8+ years experience (Min 3+ years as a BM role) in Govt. Banking and RBB Job Title : Branch Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) : Cluster Head - RBB Age criteria- 30 to 38 years. Responsibilities Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targets by genera...

About this role: Wells Fargo is seeking a Executive Director - Securities Operations Senior Manager In this role, you will: Manage professional teams accountable for overall operational performance of Securities Settlements line of business Engage with internal partners and peers associated with the function Identify and recommend opportunities for process improvement and risk control development Determine appropriate strategy and actions of security operations team to meet high risk deliverables Develop policies and procedures for security operations within the scope of moderate complexity and responsibility Collaborate and influence all levels of professionals including managers Lead team ...