13162 Wealth Management Jobs - Page 40

About The Role Skill required: Risk & Compliance - Insurance Risk Management Designation: Risk and Compliance Senior Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 years What would you do? Job Title:Business Controls Operator (CL 10)Job Summary :Accenture is a leading global professional services company, providing a broad range of services and solutions in strategy, consulting, digital, technology and operations. Combining unmatched experience and specialized skills across more than 40 industries and all business functions – underpinned by the world's largest delivery network – Accenture works at the intersection of business and technology to help clients improve their p...

Some Careers Open More Doors Than Others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadt...

Responsible for research of investment products across asset classes, conducting fund, performance analysis, suitability mapping for client portfolios, monitoring approved funds, and providing insights on market cycles ( Domestic & Global ) Required Candidate profile Strong financial markets, investment products, and fund structures (MF, PMS, AIF, PE/PD, hedge funds, ETFs). Strong proficiency in Excel, financial data tools, and analytical frameworks.

Role Overview We are looking for a proactive and dynamic Relationship Manager to drive business growth through advisors network, direct client engagement, and strategic collaborations. The role involves identifying, reaching out, and building relationships with advisors meeting clients face-to-face, and converting leads into long-term partnerships. Key Responsibilities Identify, approach, and build partnerships with wealth managers, financial consultants, chartered accountants, investment advisors, family offices, portfolio managers, and other advisors. Generate new leads through strategic partnerships, advisor networks, and business outreach. Meet clients face-to-face to understand needs, p...

Hiring || RM- Mutual Funds Sales - Banca channel ON Role Minimum 1 Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. UTTAM - 9949101406 Call / WhatsApp. your resume Share updated resume:- uttam@avaniconsulting.com No charges.

Summary A career within Customer consulting Services will provide you with the opportunity to help our clients leverage transformation to enhance their customer experiences. Responsibilities Collaborate with stakeholders to understand user needs and business goals, translating them into compelling design solutions Create wireframes, prototypes, and highfidelity mockups to effectively communicate design ideas and user flows. Develop interactive design elements that enhance user engagement and satisfaction Conduct user research and usability testing to gather feedback and validate design decisions, iterating on solutions based on user insights and feedback. Ensure consistency and coherence acr...

1668662 The opportunity Senior Consultant-FS-Business Consulting Risk-CNS - RISK - FSRM - Pune 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 sector kno...

1668817 The opportunity Senior Consultant-FS-Business Consulting Risk-CNS - Risk - Process & Controls - 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 thinkin...

About the Role We are looking for a HR Business Partner to lead People Strategy for Engineering, Design, and other central teams. This is a high-impact role at the heart of Dezerv s growth partnering directly with the function heads to shape org design, build leadership depth, and elevate performance across a team of builders. If you thrive in fast-scaling environments, enjoy solving ambiguous problems, and want to directly influence how world-class tech and product teams are built this role is for you. What You ll Own Strategic Business Partnership Serve as the primary thought partner to the functions and its leaders Translate business strategy into people strategy org structure, hiring pla...

1668819 The opportunity Manager-FS-Business Consulting Risk-CNS - Risk - Process & Controls - 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 sect...

1662932 The opportunity Manager-FS-Tech Consulting-CNS - TC - Technology Strategy & Transformation - Hyderabad 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 thinkin...

At EY, we re all in to shape your future with confidence. We ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Financial Crime Operations Delivery Lead - Senior Manager The Compliance Team at EY GDS partners with other EY offices across the globe to provide an array of compliance solutions to our clients. The team works on short to long term engagements to assist in establishing, maintaining, and reviewing the outputs of business functions and compliance programs. Financial crime risks relating to anti-money laundering (AML)/ transaction monitoring (TM), know your customer...

About the Department: The Global Fund Administration Oversight group plays a pivotal role in safeguarding the integrity of our funds. Our purpose: To be a value-add business partner by providing solutions to support the Franklin Templeton funds through innovation, execution, and risk management. We are primarily responsible for: Oversight of various third-party administrators and vendors NAV and distribution oversight Financial reporting oversight Ensure adherence to accounting standards and regulatory rules Oversight over regulatory filings Funds boards and audit committees reporting and management Support of product events (i.e., fund launches, liquidations, mergers, etc.) Collaboration is...

Role Responsibilities: Support Cost Management Analytics team in tracking investment spend portfolio spend by Business and Corporate Divisions Coordinating with Global stakeholders, Project Managers and CAOs across regions to ensure the timely and accurate investment spend cost bookings and updates Deep dive on corporate investment spend cost to provide meaningful insights to Senior Management Assisting onshore with budgeting activities during budget period Design reports using new age tools like PowerBI, Alteryx Reengineer existing processes and report enhancements Adhoc, Projects, Presentations, MIS requests Mind Set: Mandatory Desired Domain Strong Accounting and Analytical skills Underst...

Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development Job Duties & responsibilities Establish, manage, and grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM A significant part of the role will be to identif...

Business Function As theleading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just right for you. Job Purpose Insurance counselor is the local insurance specialist for Bancassurance Business to enable Insurance objectives of the cluster/CBG branch location allocated. IC woul...

Location: Pune/ Bangalore / Hyderabad/Chennai / Kolkata Reports To: Vice President Global head of ISG Capital Markets Department: BFSI Industry Solutions Group Experience Range: 15-20 Years Detailed Job Description 1. Looking for a Solution Architect in Wealth Management (WM) domain who brings a blend of strong technical expertise combined with deep WM industry knowledge. 2. The candidate needs to be a strategic thinker with expertise and ambition to adopt emerging technology to build commercially viable solutions to address gaps & white spaces in the WM domain 3. 15 20 years of experience in the WM industry or IT services industry with focus on WM / financial services verticals In-depth kno...

Role & responsibilities Develop customized financial solutions based on client requirements and long-term financial goals Conduct regular and timely follow-ups with prospective clients and keep them engaged via relevant news, articles, and updates. Expand client base by acquiring new clients through networking, referrals, and relationship-building strategies. Drive AUM growth by maintaining and deepening relationships with existing investors. Periodically review and rebalance portfolios in line with market trends and client objectives. Upsell and cross-sell wealth products such as Mutual Funds, PMS, AIFs, FDs, and Insurance. Share market insights, research papers, and product updates with cl...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Acquiring the new clients. Sales Meeting. You’ll be advising clients on investments, building and managing their portfolios, and helping them make smart financial decisions. This is a client-facing role for someone who is comfortable with sales .

Role & responsibilities Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio. Acquire new customers who meet product criteria. Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio. Maintain the overall quality / hygiene parameters of the portfolio. Cross selling products of the bank based on the customer need. Joint calls being done along with Supervisor as per defined process. Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers. Achieving MTD and YTD Revenue Targets. If interested, kindly share your ...

Greeting from HDFC Bank!! We have urgent opportunity of Preferred & Imperia Relationship Manager base across Hyderabad. Job Locations: Across Hyderabad Note: Candidates having 6+ years experience in Banking and Wealth Management need to apply. Job Name - Preferred & Imperia Relationship Manager-RBB Job Purpose Responsible for including HNI customers into the Imperia/ Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred/ Imperia rela...

New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA . Increasing the Liability book and Investment portfolio size through, deepening and new acquisition. Required Candidate profile Good interpersonal and communication skills Knowledge of Casa sales and marketing

New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA . Increasing the Liability book and Investment portfolio size through, deepening and new acquisition. Required Candidate profile Good interpersonal and communication skills Knowledge of Casa sales and marketing

New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA . Increasing the Liability book and Investment portfolio size through, deepening and new acquisition. Required Candidate profile Good interpersonal and communication skills Knowledge of Casa sales and marketing