10272 Wealth Management Jobs - Page 4

Role & responsibilities The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition. Preferred candidate profile Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 50Lakhs and above. Exper...

Role & responsibilities The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition. Preferred candidate profile Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 50Lakhs and above. Exper...

The job description (JD) for a Select Relationship Manager (RM) at IndusInd Bank involves managing and growing the liability and asset base of premium clients. Key responsibilities include acquiring new clients, cross-selling various bank and third-party products, providing service to clients, and ensuring compliance with the bank's processes. Candidates should have a graduate or postgraduate degree, preferably with a finance background, and 2 years of experience as an RM, with sales-based incentive experience being a plus. Key responsibilities Client acquisition and management: Acquire new clients and grow the liability base for existing premium customers. Cross-selling: Sell a range of pro...

Having a experience in banking and broking Having a experience into HNI Client Acquisition Having a experience into Cross sales Having a experience into PMS , AIF and Mutual funds

Having a experience in banking and broking Having a experience into HNI Client Acquisition Having a experience into Cross sales Having a experience into PMS , AIF and Mutual funds

Having a experience in banking and broking Having a experience into HNI Client Acquisition Having a experience into Cross sales Having a experience into PMS , AIF and Mutual funds

Project description Come join us on our journey to serve our customers and be the leader in our industry! We are currently looking for a Senior Java Developer to join our team. You'll be working in the Wealth Management Asia Business area based in India. Responsibilities Drive the delivery of global components and solutions, design and integrate them in various stages of the software development life cycle. Collaborate across cross-location IT teams in delivering software components. Develop and build software components in Java technology. Skills Must have Overall, 5 to 8 years of experience as a Senior Full Stack Java Developer Spring Framework (including Spring Boot), AngularJS, React, or...

Responsibilities: Opening Demat account Responsible for Brokerage and Revenue generation Handle sales promotion activities from time to time . various investment products like equity, MFs, LAS, SIP, derivatives

Responsibilities: Opening Demat account Responsible for Brokerage and Revenue generation Handle sales promotion activities from time to time . various investment products like equity, MFs, LAS, SIP, derivatives

Responsibilities: Opening Demat account Responsible for Brokerage and Revenue generation Handle sales promotion activities from time to time . various investment products like equity, MFs, LAS, SIP, derivatives

Responsibilities: Opening Demat account Responsible for Brokerage and Revenue generation Handle sales promotion activities from time to time . various investment products like equity, MFs, LAS, SIP, derivatives

Responsibilities: Opening Demat account Responsible for Brokerage and Revenue generation Handle sales promotion activities from time to time . various investment products like equity, MFs, LAS, SIP, derivatives

Function SummaryRelationship Manager - Affluent Banking will play a pivotal role in driving sales through Axis Bank's Affluent Banking Team. The candidate will work closely with Axis Affluent RMs, Customer Servicing teams, and other stakeholders to ensure timely delivery of high-value services and business targets.Job Summary The Job holder is a key member of affluent team and responsible for managing the Sales though the Axis Bank Affluent Team And will work closely with the RM of Axis Affluent team, Customer Servicing and to ensure the timely delivery of high value, compliant high quality services, ensure delivery of business and training of Axis Affluent Team. Key Responsibilities•Relatio...

Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Sales Achieve the Targets set in terms of product mix. Achieve best in class” productivity in order to ma...

Urgent Hiring as Wealth manager in Top Broking company Having a experience in HNI Client Acquisition Having a experience to cross sales like Mutual funds , SIP , PMS and Insurance Having a experience maintain aum book size

Urgent Hiring as Wealth manager in Top Broking company Having a experience in HNI Client Acquisition Having a experience to cross sales like Mutual funds , SIP , PMS and Insurance Having a experience maintain aum book size

Urgent Hiring as Wealth manager in Top Broking company Having a experience in HNI Client Acquisition Having a experience to cross sales like Mutual funds , SIP , PMS and Insurance Having a experience maintain aum book size

• Strong understanding of wealth management and Investment products. • Prior experience of handling/managing team and getting their targets achieved for Investment Products. • Knowledge of Capital Markets and Third-party investment products like Mutual Funds, Bonds, PMS, Structured products etc. • Presentation Skills

• Strong understanding of wealth management and Investment products. • Prior experience of handling/managing team and getting their targets achieved for Investment Products. • Knowledge of Capital Markets and Third-party investment products like Mutual Funds, Bonds, PMS, Structured products etc. • Presentation Skills

Role & responsibilities Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Responsible for business development through acquisition of high net-worth clients. Mandatory numbers of meetings with clients to keep them updated with the current market scenario. Preferred candidate profile Educational Qualifications: Graduation / Post Graduation in any discipline Experience: 3+ Years of Wealth Management experien...

Role & responsibilities Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Responsible for business development through acquisition of high net-worth clients. Mandatory numbers of meetings with clients to keep them updated with the current market scenario. Preferred candidate profile Educational Qualifications: Graduation / Post Graduation in any discipline Experience: 3+ Years of Wealth Management experien...

*Were Hiring! Private Wealth Managers* Are you a seasoned *wealth management professional* with a strong track record? Do you have expertise in *PMS, AIFs, and client acquisition, managing an **AUM of 100 Cr+*? If yes, we have an exciting opportunity for you! * Locations:* Mumbai, Bangalore, Pune, Ahmedabad, Hyderabad, Kochi, Chennai, Coimbatore * Experience:* 8+ years in wealth management * Industry:* Private Wealth, PMS, AIF At *GetWork, we are the **authorized hiring partners of top broking companies*, helping them find the best talent in the wealth management industry. *What Youll Do:* Acquire and manage *HNI & UHNI* clients Offer expert investment solutions in *PMS, AIFs, and structured...

*Were Hiring! Private Wealth Managers* Are you a seasoned *wealth management professional* with a strong track record? Do you have expertise in *PMS, AIFs, and client acquisition, managing an **AUM of 100 Cr+*? If yes, we have an exciting opportunity for you! * Locations:* Mumbai, Bangalore, Pune, Ahmedabad, Hyderabad, Kochi, Chennai, Coimbatore * Experience:* 8+ years in wealth management * Industry:* Private Wealth, PMS, AIF At *GetWork, we are the **authorized hiring partners of top broking companies*, helping them find the best talent in the wealth management industry. *What Youll Do:* Acquire and manage *HNI & UHNI* clients Offer expert investment solutions in *PMS, AIFs, and structured...

*Were Hiring! Private Wealth Managers* Are you a seasoned *wealth management professional* with a strong track record? Do you have expertise in *PMS, AIFs, and client acquisition, managing an **AUM of 100 Cr+*? If yes, we have an exciting opportunity for you! * Locations:* Mumbai, Bangalore, Pune, Ahmedabad, Hyderabad, Kochi, Chennai, Coimbatore * Experience:* 8+ years in wealth management * Industry:* Private Wealth, PMS, AIF At *GetWork, we are the **authorized hiring partners of top broking companies*, helping them find the best talent in the wealth management industry. *What Youll Do:* Acquire and manage *HNI & UHNI* clients Offer expert investment solutions in *PMS, AIFs, and structured...

Job Title: Investment Counsellor Location: Mumbai - Prabhadevi Salary: Up to 14 LPA (Depending on experience and interview performance) Job Overview: We are seeking an experienced and client-focused Investment Counsellor to join in Mumbai - Prabhadevi . The ideal candidate will have in-depth knowledge of wealth management and investment products such as PMS (Portfolio Management Services), AIF (Alternative Investment Funds) , and other financial instruments. This role involves offering tailored investment solutions, building strong client relationships, and driving business growth (Client Acquisition). Key Responsibilities: Provide personalized investment counselling to clients based on thei...