7634 Wealth Management Jobs - Page 4

1) Drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2) Through team and self contribution meet the required AUM, investor acquisition targets for given area. 3) Ensure the timely delivery of customized wealth advise to HNI customers 4) Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5) Conduct periodic trainings on products and process for the team 6) Joint calls with Relationship Managers/Team Candidate Profile 1) . 5+ Years in sales/wealth management of handling the HNI clients. 2)....

SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management 1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the client...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix.3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives.6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.7) Manage the portfolio to de-risk again...

1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. 4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 6) Maintaining client relationships and generate AUM from HNI UHNI clients. 7) Advising HNI/ UHNI clients on their investments and managing their ov...

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, Candidate Profile 1) 5 - Ye...

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. 1. Should be from Equity Broking Industry with minimum of 2 years of experience. 2. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. 3. Experience...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

1) To strategize client engagement process for optimal revenue generation 2) IC will be instrumental in acquisition of larger relationships along with the RM. 3) To engage with RHs/RMs on identifying opportunities for cross-sell for generating additional revenues 4) To regularly monitor achievement of branch & regional targets 5) Conducting Portfolio Reviews of Large relationships along with the RM, 6) IC will prepare Investment Proposal and present to client, ensure all requirements are taken care of while preparing the IP and explain the same to prospect 7) Business Planning with the Incentive plan, work with each RM and help in monthly and quarter activities. 8) Being part of the Product ...

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Equity Brokerage and Cross Selling Targets of Investment viz Mutual Funds, PMS, AIF, Loan products, Corporate FDs. 3) Disimination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemmina...

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6...

Role Title: Relationship Manager Professional Clients Group (PCG) Reporting To: Cluster Head PCG Location: Mumbai / Delhi/ Bangalore / Chennai / Hyderabad / Ahmedabad / Pune / Kolkata / Guwahati Experience Required: 5+ years Role Type: Individual Contributor About the Professional Clients Group (PCG) The PCG vertical at Nuvama caters to Ultra-HNIs, Family Offices, and Corporate clients. With presence in all key metro cities across India, the team delivers specialized services in equity, derivatives, and wealth solutions backed by high-touch engagement and strong research capabilities. Role Overview As a Relationship Manager – PCG, you will be responsible for acquiring, managing, and growing ...

Job Summary As a Sr Product Specialist in ISG you will play a crucial role in enhancing our product offerings by leveraging your expertise in Triple A Plus. You will collaborate with cross-functional teams to drive product innovation and ensure alignment with market demands. This hybrid role offers the flexibility of day shifts and requires no travel allowing you to maintain a work-life balance while contributing to the companys growth. Responsibilities Lead the development and enhancement of product features by utilizing your expertise in Triple A Plus Triple A to meet market demands. Collaborate with cross-functional teams to ensure product alignment with business objectives and customer n...

Responsibilities: Lead strategic planning, oversee financial management & regulatory compliance. Ensure credit risk management & team performance monitoring. Manage P&L, balance sheets & wealth creation. Health insurance Provident fund

Advising HNI/ corporate clients on various Mutual Fund and other Financial products New client acquisition Following up with the existing clients on current investments and advising on portfolio Resolution of client queries related to investments Travel allowance

As a Digital Estate Planner at our company, your role will involve providing digital estate planning services to clients. You will help clients identify, organize, manage, and plan their assets and identities in the online world for orderly and safe inheritance and disposal. Collaboration with legal, technical, product, and customer service teams will be essential to promote the implementation of digital estate planning. Your key responsibilities will include: - Communicating with customers to understand their digital asset needs - Assisting customers in organizing and classifying their online assets - Designing digital wills and access rights - Ensuring legal and compliant digital estate pl...

As a Sales Manager at Merits Capital Private Limited located in Moti Nagar, New Delhi, you will have a crucial role in expanding business relationships and driving revenue growth. Leveraging your existing client base, you will generate new sales opportunities and implement strategies to achieve sales targets. Building strong, long-term relationships with clients and understanding their financial needs will be key in promoting suitable products and services. Your exceptional customer service skills will ensure satisfaction throughout the sales process. - Generate new sales opportunities and implement strategies to achieve sales targets. - Build strong, long-term relationships with clients by ...

As an Audit Manager at HSAG, you will be responsible for conducting Statutory Audits and Tax Audits of Private Limited Companies in sectors like Manufacturing, Trading, and Services. Your duties will include maintaining accounting records, preparing financial statements up to finalization, overseeing financial planning, budgeting, and forecasting, managing funds, assessing risks, and monitoring cash flows and financial reports. Key Responsibilities: - Independently conducting Statutory Audits and Tax Audits of Private Limited Companies - Maintaining accounting records and preparing financial statements up to finalization - Overseeing financial planning, budgeting, and forecasting activities ...

As a Telesales Specialist at Royal Monarch, you will play a crucial role in reaching out to potential clients and promoting our brokerage services and investment products. Your focus will be on customer acquisition for our Wealth Management services, particularly in opening demat and trading accounts. Responsibilities: - Engage with prospective clients through outbound calls to explain and sell the firm's brokerage services and investment products effectively. - Educate clients about various financial instruments such as equities, derivatives, and mutual funds. - Identify customer needs and provide tailored solutions to help them achieve their investment objectives. - Build strong relationsh...

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. As a WAM Fund Accounting Business Analyst Senior Consultant at EY, you will be responsible for managing and delivering innovative solutions to clients. You must be flexible, adaptable, and passionate about innovation. Your role will involve liaising and managing key stakeholders and technical teams to ensure successful delivery of solutions....

Role Overview: As a Senior Trade Surveillance Analyst at UBS, your primary responsibility will be to perform automated and manual market conduct surveillance activities across the Investment Bank and Wealth Management division. You will analyze potentially suspicious activities flagged by systems, engage with business stakeholders on market conduct-related matters, and drive continuous process improvements. Additionally, you will contribute to strategic projects and automation/optimization initiatives. Key Responsibilities: - Learn about UBS and its clients" trading strategies - Understand regulatory frameworks of exchanges and markets - Investigate flagged events and prepare investigative r...

As an Enrollment Analyst at PCR, your role is vital in obtaining consent from account owners to share data with PCR. Working alongside a global team, you will be responsible for operating a proprietary technology platform, conducting follow-ups with clients and counterparties, and ensuring timely consent acquisition. Your primary objective is to be a collaborative team member who consistently delivers results and maintains proactive communication. To achieve this goal, you will be utilizing various tools and processes such as proprietary Digital Enrollment technology, a real-time monitoring portal, analytics for intervention identification, automated CRM tools for communication, and business...

As a Wealth Manager at Merits Capital Private Limited, you will be responsible for understanding clients" financial goals, risk tolerance, and investment preferences through detailed consultations. Your role will involve developing personalized financial planning strategies to help clients achieve both short-term and long-term financial objectives. Building and nurturing strong, long-term relationships with clients will be a key aspect of your responsibilities. - Understand clients" financial goals, risk tolerance, and investment preferences - Develop personalized financial planning strategies for clients - Build and nurture strong, long-term client relationships You will also be expected to...

As a Business Analyst with 7-14 years of experience, your role will involve creating Business Requirement Documents (BRD) and Functional Requirement Documents (FRD), managing stakeholders, conducting User Acceptance Testing (UAT), and utilizing Data Visualization tools such as Power BI or MicroStrategy. A deep understanding of the Investment Domain, particularly in areas like Capital markets, Asset management, and Wealth management, is crucial for this role. Key Responsibilities: - Work closely with stakeholders to gather requirements - Analyze data and test systems to ensure they meet business needs - Possess a strong background in investment management or financial services - Familiarity w...

At EY, you have the opportunity to develop a career that is as unique as you are, supported by a global network, inclusive culture, and cutting-edge technology to help you reach your full potential. Your distinctive voice and perspective are vital in contributing to EY's continuous improvement. By joining us, you can create an exceptional experience for yourself while contributing to building a better working world for all. **Key Responsibilities:** - Be the primary point of contact for your project - Identify project risks early and plan for contingencies - Resolve issues promptly and manage scope changes - Oversee resource allocation and ensure project objectives are met on time - Maintain...

Responsibilities: Manage HNI client relationships Ensure compliance with regulatory standards Collaborate with investment team on portfolio management Generate revenue through mutual fund sales Health insurance Annual bonus