4011 Wealth Management Jobs - Page 41

Cross-sell to mapped broking clients and services to meet their needs Address HNI clients" investment requirement through exclusive product offering and superior service delivery Ensure portfolio profitability by generating high income per customer

Our client, a leading Investment Banking firm with a global presence, is seeking a Head of Wealth/Investor Relations. With over 15 years of experience in Wealth Management, you will demonstrate a strong understanding of financial markets, investment products, and wealth management strategies. In this role, you will oversee and manage High Net Worth Individual (HNI)/Ultra High Net Worth Individual (UHNI) client portfolios. You will provide personalized financial strategies and offer comprehensive wealth management services. Acting as a trusted advisor, you will deliver expert advice in financial planning, investment management, estate planning, tax strategy, and other wealth-related services to ensure clients" financial goals are achieved. The ideal candidate will hold a Bachelor's degree in Finance, Economics, Accounting, or a related field. Additionally, possessing certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) would be advantageous. This position is based in Delhi or Mumbai. If you are interested in this opportunity, please apply by sending your resume to sonu@bradfordconsultants.com.,

Roles and Responsibilities Manage branch operations, including cash handling, customer engagement, and relationship management. Develop and maintain strong relationships with high-net-worth individuals (HNIs) through effective sales strategies. Identify new business opportunities and drive cross-selling initiatives to increase revenue growth. Ensure compliance with regulatory requirements and internal policies while delivering exceptional customer service. Collaborate with other teams to achieve branch targets for portfolio management, sales, and cross-selling. Looking for candidates with 1+ years of work experience in banking, NBFC's or other financial institutions. We are currently looking for dynamic professionals for the following roles: 1) Personal Banker Sales 2) Personal Banker Classic 3) Relationship Managers 4) Branch Managers 5) Authorizers Also, pass on this information to your friends and help them find a good opportunity! Walk In Drive details are appended below: Venue - HDFC Bank Ltd, 07th Floor, Spencer Plaza, No.768 & 769, Anna Salai, Mount Road, Chennai - 600002. Date & Time - 19th July 2025, Saturday - 10 AM to 3 PM Point Of Contact - Sai Naaresh || sai.naaresh1@hdfcbank.com

About Our Client The client is a Indian NBFC company with multiple offices.(one of the top names in the market) Job Description Location - Mumbai ,Delhi , Chennai ,Jaipur ,Kolkata, Ahmedabad , Banglore The responsibilities of the role are as follows: Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products Acquisition of new clients. Explaining various products and services to prospective clients Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services Reviewing clients' current investment portfolios and recommending changes to meet their needs Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities Providing financial advice and services to clients in order to meet their short-term and long-term financial goals The candidate should have the following: 5-15 years of experience within private banking or wealth management At least a bachelor's degree in economics/accounting/finance/business management from a well know university A good understanding of investment products and asset classes A good network of clients across UHNWI/HNWI, family offices and/or institutions Strong communication skills

Position: Wealth Relationship Manager Location: Ludhiana/Amritsar /Jalandhar /Patiala/Ambala/Panipat/Hisar /Rohtak Experience: Min. 2years in MF/PMS CTC: Up to 8LPA Direct Responsibilities Responsible for gathering assets for investment productssuch 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 clients. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. For more details send your updated resume at aanchal@avaniconsulting.com Or what's app at - 9917283370

Position Title: Wealth Manager Investment Advisory Job Summary: Engage with affluent clients to understand their financial objectives, risk tolerance, and investment preferences. Offer customized investment solutions across a range of financial instruments including Mutual Funds, PMS, AIFs, Bonds, Structured Products, Direct Equity, and Insurance (Life & General) Key Responsibilities: Deliver tailored investment strategies to HNI/UHNI clients in line with their financial goals and risk appetite. Keep abreast of market dynamics and trends to adjust client portfolios proactively. Drive consistent growth in client assets under management (AUM) and overall book size. Meet acquisition and revenue targets through advisory-led sales of investment products. Recommend model portfolios and strategic allocations based on in-house research and market outlook. Foster long-term client relationships to increase share of wallet and cross-sell opportunities. Ensure all advisory and transactional activities are compliant with regulatory norms and internal policies. Key Requirements: Proven experience in managing UHNI client relationships within the wealth management or financial advisory domain. Strong interpersonal and communication abilities to influence and build trust. Strategic thinker with an entrepreneurial drive and high ethical standards. Self-motivated, growth-oriented, and capable of thriving in a competitive environment. Strong collaboration skills and a team-focused mindset. Experience: Minimum 5 years in private banking, investment advisory, or related wealth management service Apply Now! Connect with me on LinkedIn to get more JOB UPDATES. https://www.linkedin.com/in/rupendra-profile/

Job Description for Relationship Manager-Signature Banking Position Purpose: To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners Responsibilities: 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients. 5. Increase product penetration and exit barriers, by cross- selling more number of products per client. 6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. 7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. 8. Ensuring adherence to Compliance processes and guidelines. 9. Reduce rejection rates and improve quality of documentation. 10. Ensuring 360 client engagement Total Client Ownership. Qualification: Graduate Work experience: 5+ years Any other Experience required: Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House. Relevant experience as below: Senior Relationship Manager – 6+ years Relationship Manager – 3 – 6 years

Role Overview: As an Apprentice Pantry at JLL, you'll learn essential food service support operations while maintaining high standards of organization, cleanliness, and service in our client facilities. Key Learning Opportunities: Assist with pantry and kitchen organization, stock rotation, and inventory management Learn proper food storage techniques and safety protocols Develop skills in basic food preparation and presentation for meetings and events Gain experience in maintaining cleanliness standards in food service areas Understand supply ordering and vendor coordination processes Support caf operations during peak periods Qualifications: Graduate Basic understanding of food safety principles Good organizational skills and attention to detail Positive attitude and willingness to learn Ability to work effectively in fast-paced environments Flexibility to adapt to changing schedules when required

Responsibilities: * Conduct portfolio analysis using investment strategies * Manage client relationships through effective communication * Collaborate with wealth management team on mutual fund solutions

WEALTH MANAGEMENT Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. OPERATIONS Operations is a dynamic, multi-faceted division that partners with all areas of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. Alongside this vital service delivery role, Operations provides essential risk management and control, preserving and enhancing the firm s assets and its reputation. Operations span all product lines and markets, serving as internal business partners who develop the processes and controls, and help to specify the systems that deliver accuracy, timeliness and integrity to our business. YOUR IMPACT We are looking for a professional who wants to use their skills and experience to help deliver on operations agenda while challenging themselves to further their career at Goldman Sachs. Private Wealth Management (PWM) Operations supports Private Wealth Management, which is responsible for advising wealthy individuals on strategies to build and protect their financial assets through highly customized advice and service. PWM Operations is instrumental in meeting our clients needs and is responsible for the development, service delivery and control of global private banking; proprietary and open architecture alternative investment vehicles; derivatives trading; bookkeeping, accounting, performance measurement and reporting of Goldman-custodied assets and away-custodied assets; multiple externally managed account platforms; and multiple custody services. ROLES AND RESPONSIBILITIES Carrying out daily processes and exception management activities for quarterly billing and data completeness reviews to be able to bill clients in a timely manner Working in conjunction with the Receivables Team to reconcile receivables and improve the fee receipt process. Engage in active interaction with PWM Sales, Compliance, Controllers and other Operations teams to deliver strategic solutions for Revenue generation functions Manage relationships with professionals from other teams and divisions by articulating recommendations in order to gain cross-divisional consensus Periodic review of standard operating procedures to analyze open risks within the processes Leverage Analytical skills, Creative problem Solving and Project Management skills to uplift existing processes Provide support to all team members. BASIC QUALIFICATIONS Bachelor s/ Master s Degree (Preferred: Master s degree of Finance, Business or Commerce) Strong analytical skills and close attention to detail. Effective and strong communication skills. Excellent organizational and time management skills Ability to multi task and work in a fast-paced, team-oriented environment Takes ownership of completing tasks, meet deadlines Strong team player Willingness to learn and understand how the Billing function fits into the PWM business Advanced Excel skills preferred. PREFERRED QUALIFICATIONS Knowledge of investment management industry is a plus Business Intelligence experience & relevant certifications (Tableau/ Alteryx) are preferred Same Posting Description for Internal and External Candidates

Responsibilities: Independently maintain a high sense of ownership of the issues in the product ticket queue to be responsive and provide timely updates, follow-up, expedition, and resolution. Independently prioritize issues and workload by severity and impact, while ensuring quality and meeting deadlines. Independently analyse, recreate, document, communicate and monitor escalated issues using Salesforce, Jira, and other internal applications and reporting tools. Develop and maintain expertise in Wealth Management operation products, supported platform, Standard Operating Procedures for workflows, and client related documentation. Recognize patterns among repetitive problems and work to resolve the root causes by collaboration with other teams. Contribute to ongoing efforts to streamline and improve processes. Maintaining all security procedures mandated by management to ensure safekeeping of critical client data. Work with external and internal stakeholders to ensure the production is timely and meet required quality standards. Identify areas of improvement across the team and proactively take steps to improve those processes by offering ideas. Complete administration functions as required on the Investment platform: including (but not limited to): deposits, withdrawals, client account maintenance, management information and reports for clients, checking data is accurate and clean on the platform. Monitor discrepancies and liaise with the onshore team. Internal and external client money & custody asset reconciliations. Process corporate action events and income distributions. Assist other staff with additional workload time allows. Competencies: Strong communication skills. Strong analytical and quantitative skills. Attention to Detail. Methodical Problem-Solving Skills. Excellent Organization Skills (Email, Task Management, Follow-up). Self-Motivated. Goal Oriented. Team Player. Requirements: 3+ years of experience in the financial services industry. An understanding of the Financial Services marketplace that applies to Wealth Managers. Proactive with a strong initiative, excellent organizational skills, and the ability to manage multiple priorities. Excellent organisation and time management skills. Ability to multi-task and prioritise effectively. Knowledge of investment instruments across all asset classes would be advantageous. Focuses on meeting commitments and delivering results to a high standard. Robust analytical and problem-solving skills with detail orientation and accuracy. Excellent computer & Excel skills. Demonstrate self-motivation in an independent, fast-paced work environment. Excellent oral, written, and interpersonal communication skills. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we ve found that we re at our best when we re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you ll have tools and resources to engage meaningfully with your global colleagues.

Key responsibilities Build and lead high-performing teams across both HA and FTP disciplines. Lead design, testing, and execution of hedge strategies aligned to IFRS 9 / IAS 39. Collaborate with Treasury, IRRBB, and Group Reporting to deliver effective hedging frameworks. Establish robust FTP controls and policy frameworks. Oversee end-to-end FTP processes curve setup, profiling, adjustment governance. Act as controllership lead for Treasury s cost of funds, C&O processes, and balance sheet integrity. Role requirements At least 15+ years of Team Management experience in a Treasury, Product Control, Hedge Accounting or similar environment. CA / CPA / CFA / MBA Finance or equivalent preferred. International experience an essential for this opportunity. Strong communication and influencing skills required to be successful in this role. Strong interpersonal skills and evidence of working across teams and geographies to produce timely and accurate output. Professional accountancy qualification or equivalent relevant experience.

Job Purpose The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Main Accountabilities 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 & Retain customer profitability by capturing a larger share of Wallet. Ensure profitability of the portfolio: Generate high Income per Customer. Acquire new customers who meet product criteria through cross-referral. Actively network and seek referrals to expand the client base and contribute to business growth targets. Marketing and Business Development: Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. This role is to acquire B2C or B2B clientele & build a portfolio thereon. Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients. Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients. Financial and Product Expertise: Ensure profitability of the portfolio: Generate high Income per Customer. Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions. Qualification : Postgraduate/ Graduate in any discipline Location - Mumbai,Delhi / NCR ,Pune,Bangalore,Hyderabad,Chennai

Roles & Responsibilities: Generating Leads and conversion of leads into business. Acquiring and managing HNI/SME, Affluent clients and individuals. Maintaining in depth knowledge of company products and services. Building and maintaining strong relationships with potential and existing clients. Meeting sales/revenue targets. Managing Client portfolios & understand clients financial goals, risk tolerance, investment needs and provide solutions/advisory accordingly. Qualifications: Graduate/MBA with 2 - 5 years of relevant experience. An educational background in Finance/Investment will be an advantage. Compensation & Benefits: Fixed: Depends on experience, qualifications. Variable: Annual Performance Based Incentive, linked to a wealth book managed. Travelling expenses of client meets will be reimbursed. Group Health Insurance.

As a Software Engineer III at JPMorgan Chase within the Asset & Wealth Management, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way. You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm s business objectives. Job responsibilities Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture Contributes to software engineering communities of practice and events that explore new and emerging technologies Adds to team culture of diversity, opportunity, inclusion, and respect Required qualifications, capabilities, and skills Formal training or certification on software engineering concepts and 3+ years applied experience Hands-on practical experience in system design, application development, testing, and operational stability Proficient in coding in one or more languages Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages Overall knowledge of the Software Development Life Cycle Solid understanding of agile methodologies such as CI/CD, Application Resiliency, and Security Demonstrated knowledge of software applications and technical processes within a technical discipline Preferred qualifications, capabilities, and skills Familiarity with modern front-end technologies Exposure to cloud technologies Knowledge on Denodo is plus As a Software Engineer III at JPMorgan Chase within the Asset & Wealth Management, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way. You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm s business objectives. Job responsibilities Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture Contributes to software engineering communities of practice and events that explore new and emerging technologies Adds to team culture of diversity, opportunity, inclusion, and respect Required qualifications, capabilities, and skills Formal training or certification on software engineering concepts and 3+ years applied experience Hands-on practical experience in system design, application development, testing, and operational stability Proficient in coding in one or more languages Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages Overall knowledge of the Software Development Life Cycle Solid understanding of agile methodologies such as CI/CD, Application Resiliency, and Security Demonstrated knowledge of software applications and technical processes within a technical discipline Preferred qualifications, capabilities, and skills Familiarity with modern front-end technologies Exposure to cloud technologies Knowledge on Denodo is plus

As a Software Engineer III at JPMorgan Chase within the Consumer and Community Banking- JP Wealth Management, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way. You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm s business objectives. Job responsibilities Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development Recommend improvements and modifications on new and existing data and ETL pipelines. Create data analytics for data scientists to innovate, build and optimize our ecosystem Assemble large, complex data sets that meet functional and non-functional business requirements Be responsible for ingesting data into our data lake and providing frameworks and services for operating on that data including the use of Spark Required qualifications, capabilities, and skills Formal training or certification on software engineering concepts and 3+ years applied experience Hands-on practical experience in system design, application development, testing, and operational stability Proficient in coding in one or more languages Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages Overall knowledge of the Software Development Life Cycle Analyze, debug and correct issues with data pipelines Operate on or build solution required for optimal extraction, transformation, and loading of data from a wide variety of data sources using SQL, AWS and Spark technologies. Collaborate with product teams to resolve data quality issues promptly. Preferred qualifications, capabilities, and skills Experience implementing Data pipelines preferably in connection with Hadoop or Spark with Java or Python Exceptional coding and design skills in Java or Python and PYSPARK Experience with API calls for data extraction Good knowledge of using SQL and analytical queries Experience in JAVA,PYSARK and AWS Implementations As a Software Engineer III at JPMorgan Chase within the Consumer and Community Banking- JP Wealth Management, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way. You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm s business objectives. Job responsibilities Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development Recommend improvements and modifications on new and existing data and ETL pipelines. Create data analytics for data scientists to innovate, build and optimize our ecosystem Assemble large, complex data sets that meet functional and non-functional business requirements Be responsible for ingesting data into our data lake and providing frameworks and services for operating on that data including the use of Spark Required qualifications, capabilities, and skills Formal training or certification on software engineering concepts and 3+ years applied experience Hands-on practical experience in system design, application development, testing, and operational stability Proficient in coding in one or more languages Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages Overall knowledge of the Software Development Life Cycle Analyze, debug and correct issues with data pipelines Operate on or build solution required for optimal extraction, transformation, and loading of data from a wide variety of data sources using SQL, AWS and Spark technologies. Collaborate with product teams to resolve data quality issues promptly. Preferred qualifications, capabilities, and skills Experience implementing Data pipelines preferably in connection with Hadoop or Spark with Java or Python Exceptional coding and design skills in Java or Python and PYSPARK Experience with API calls for data extraction Good knowledge of using SQL and analytical queries Experience in JAVA,PYSARK and AWS Implementations

About The Role Skill required: Financial Planning & Analysis - Financial Planning and Analysis (FP&A) Designation: Delivery Lead Manager Qualifications: Any Graduation Years of Experience: 13 to 18 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do You will be aligned with our Finance Operations vertical and will be helping us in determining financial outcomes by collecting operational data/reports, whilst conducting analysis and reconciling transactions.The team aligns Finance with Business Strategy in order to maximize operational efficiency and effectiveness by harnessing the power of robotics to accelerate transaction processing, with AI to provide analysis and commentary and machine learning deployed for matching and reconciliationsThis team is responsible for leading the transformation agenda for our clients by helping them improve finance function performance within the context of their organizations strategies. The team leads growth and mining in existing F&A accounts for industry segments. This team works across Procure to Pay (PTP), Record to Report (RTR), Order to cash (OTC), Finance Processes (FPNA), Tax and Treasury towers to provide best in the class industry view, support existing engagements, diagnostic, due diligence, client co-design workshops, transformation engagement, drive existing client portfolios. The team works on Industry Digital F&A technologies & leading tools, automation, AI, and Analytics. What are we looking for Financial Planning and AnalysisAbility to manage multiple stakeholdersAbility to work well in a teamAdaptable and flexibleWritten and verbal communicationMaster of Business Administration (Finance),Cost And Works Accountant,Chartered AccountantBudgeting and ForecastingCost to ServeFinancial Consolidation and Close OperationsPricing and Profitability Optimization Roles and Responsibilities: In this role you are required to identify and assess complex problems for area of responsibilityThe person would create solutions in situations in which analysis requires an in-depth evaluation of variable factorsRequires adherence to strategic direction set by senior management when establishing near-term goalsInteraction of the individual is with senior management at a client and/or within Accenture, involving matters that may require acceptance of an alternate approachSome latitude in decision-making in involvedyou will act independently to determine methods and procedures on new assignmentsDecisions individual at this role makes have a major day to day impact on area of responsibilityThe person manages large - medium sized teams and/or work efforts (if in an individual contributor role) at a client or within AccenturePlease note that this role may require you to work in rotational shifts Qualification Any Graduation

Kotak Mahindra Bank is hiring for Affluent Relationship Manager - Bangalore Location. Job Role: - Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements. Ensure client contactability at all times through regular connect with them in weekly/monthly calls. Resolve client queries for the managed book within the specified TAT. Plan and conduct special sales initiatives and events for prospective and existing clients. Endure adherence to all bank and regulatory processes at all times. Job Requirement:- Aptitude to deliver high quality customer service by using organization and interpersonal skills. Minimum 4 years to 14 years of experience. Decision making skills with strong sense of ownership. Experience in portfolio management, building and maintaining HNI customer relationships.

Client Marketing & Lifecycle division is responsible of application related to Relationship manager Workstation, client onboarding (KYC) and Client Marketing needs to target client and generate contact opportunities. This BA role will be interfacing between business and technical development team to understand, gather and translate requirements. Responsibilities Direct Responsibilities Partner with internal global user groups to learn their business, processes, challenges, technology solutions and strategic objectives To understand the system functions and be able to define the evolutions of the functional architecture. Responsible for proper documentation of functional and non-functional specifications Review functional test cases with development and testing team/ manager. Manage and coordinate all end-to-end activities to deliver multiple projects (from scoping to implementation) to agreed parameters. Chair meetings with project stakeholders from all levels e.g., sponsor to project team, potentially in different locations. Collaborate with technical team member and subject matter experts to establish the technical vision and analyze tradeoffs between usability and performance needs; identify upfront dependencies with other teams potentially involved within the project. Actively manage project conflicts, dependencies, changes to scope, cost or schedule, risks, and issues, and ensure plans are in place to mitigate them with urgency, and communicate these to relevant stakeholders in a timely manner. Comply with Regulatory Requirements and internal guidelines; Contribute to the reporting of all incidents according to the incident management system. Technical & Behavioral Competencies Good knowledge of Front Office business processes- Client 360 view, Selling process and suitability. Prior knowledge working in client referential data, KYC is a must. Ability to work in fast-paced environment. CRM experience with tools like Finantix or salesforce or WDX or in-house tools. Technical knowledge like PL/SQL, Oracle forms, HTML, XML, Java is a plus. Conversant with JIRA / Confluence is a plus. Conversant with any wireframe tools is a plus. Specific Qualifications (if required) Bachelors Degree or equivalent experience required 3 years experience in Wealth Management / Private banking Skills Referential Behavioural Skills : Communication skills - oral & written Ability to deliver / Results driven Critical thinking Ability to collaborate / Teamwork Transversal Skills: Ability to understand, explain and support change Ability to develop and adapt a process Ability to manage / facilitate a meeting, seminar, committee, training Ability to anticipate business / strategic evolution Analytical Ability Education Level: Bachelor Degree or equivalent

About The Role Project Role : Application Designer Project Role Description : Assist in defining requirements and designing applications to meet business process and application requirements. Must have skills : SAP Portfolio and Project Management Good to have skills : NAMinimum 12 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Designer, you will assist in defining requirements and designing applications to meet business process and application requirements. A typical day involves collaborating with various stakeholders to gather insights, analyzing user needs, and translating them into functional specifications. You will engage in discussions to refine application designs, ensuring they align with business objectives while maintaining a focus on user experience and efficiency. Your role will also include reviewing existing applications to identify areas for improvement and innovation, ultimately contributing to the overall success of the projects you are involved in. Roles & Responsibilities:- Expected to be an SME.- Collaborate and manage the team to perform.- Responsible for team decisions.- Engage with multiple teams and contribute on key decisions.- Expected to provide solutions to problems that apply across multiple teams.- Facilitate workshops and meetings to gather requirements and feedback from stakeholders.- Mentor junior team members to enhance their skills and knowledge in application design. Professional & Technical Skills: - Must To Have Skills: Proficiency in SAP Portfolio and Project Management.- Strong analytical skills to assess business requirements and translate them into technical specifications.- Experience with application design methodologies and best practices.- Ability to work collaboratively in a team environment and manage multiple priorities.- Familiarity with project management tools and techniques. Additional Information:- The candidate should have minimum 12 years of experience in SAP Portfolio and Project Management.- This position is based at our Hyderabad office.- A 15 years full time education is required. Qualification 15 years full time education

The candidate will have the opportunity to work within WMIS as a Business Analyst closely with various teams to design & develop solutions aligned with our overall strategy. Responsibilities As Senior Business analyst, you will play an important role in projects by working closely with development team, Business and various transversal teams like Document Management, IT Security, IT Risk, Architect, Application Integration, and Production Support. You will report to Division head in Singapore Technical & Behavioral Competencies Very good experience in business analysis in Document management Good experience in working as BA for multiple minor Document management projects in parallel Possess ability to manage various interested parties such as stakeholder, subject matter expert, third party vendor, contractor and business user Good understanding of business needs from end users and document well the scope and requirements, followed by Specification sign-offs. Proactively communicate and collaborate with external and internal third-parties to analyze information needs and functional requirements and deliver the following artifacts as needed: Functional specifications, Use Cases, Screens design and Interface designs Define requirements focusing on users needs rather than users solution expectations, using various and appropriate tools: interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, tasks and workflow analysis Drive and challenge business units on their assumptions of how they will successfully execute their plans Experience in Wealth management functional knowledge A high understanding of how Document management works in Wealth Management A proven track record of collaborating and delivering in matrix environments by driving consensus and constructively challenging Good knowledge of task management, time management, risk management Excellent analytical skills combined with strong written and verbal communication skills Focused approach on objectives and can-do-attitude Very good organized and experience in prioritizing the project tasks Able to independently manage complex project functionalities An excellent communicator with good presentation skills Good Project committee presentation skills Ensure all functional audit issues and project risk are managed to meet resolution deadlines Highlights any potential concerns /risks and proactively shares best risk management practices Takes accountability in project issues and discuss with concerned team members and manage the issue well To motivate, engage and develop each member of the project team functionally Specific Qualifications (if required) Bachelors Degree in computer science or computer engineering 8 to 10 years of hands-on experience as Business Analyst Skills Referential Behavioural Skills : (Please select up to 4 skills) Ability to collaborate / Teamwork Ability to deliver / Results driven Client focused Communication skills - oral & written Transversal Skills: Ability to understand, explain and support change Ability to anticipate business / strategic evolution Analytical Ability Ability to develop others & improve their skills Ability to manage / facilitate a meeting, seminar, committee, training Education Level: Bachelor Degree or equivalent Experience Level At least 7 years Other/Specific Qualifications (if required) -

Client On-Boarding teams goal, is to ensure a global and consistent first service is rendered to the clients. Ensure practices are adhered to banks standard procedures and guidelines with an emphasis in the area of compliance. Keeping abreast with the changes in regulations (site, regional, global, HO), assess its impact. Responsibilities Direct Responsibilities Work closely with internal customers to provide support to on-boarding of clients to the Bank. Maintain sound work processes and integrity of client data. Maintain workflows in accordance with site specific (SG/HK) requirements and ensure they are understood. Controls are in place with regards to safe custody of account documentation, potential operations risks associated with users requests to access database of sensitive client data, signatures and document images. Administer request from internal regulators, internal stakeholders with respect to audit review . Provide feedback and escalate issues to the appropriate functions and management. Contributing Responsibilities Understand the principles and be familiar with Client databases requirements individuals/Corporates/Holding Companies/Trust Accounts. Technical & Behavioral Competencies Ensure Integrity of Creation and Maintenance of Client Data and meeting SLA & KPI. Manage processes of closure of accounts. Link clients to banking service tools (eg Direct access to advisory desks,dormant,deceased accounts, Blocking / Unblocking of accounts , etc) as requested as part of support handling. Ensure all clients documents/files are stored securely whether electronically, through Image scanning or in paper format. Support internal customers queries related to clients data/profiles to facilitate processes. Prepare regular reports for Management review (daily / weekly / monthly / quarterly / periodic statistics) Ensure timely processing of static data inputs request. Appropriate and confidential handling of client data and information. Provide Regional Support following SG and HK time and public holidays. Work within a team with an adaptable flexible approach, coordinate with team members and internal customers to resolve complex cases and address issues in a timely manner. Be open to change and support the vision of working in a fully transversal operation. Ability to share information and eventually train new team members. Abide with operational risk procedures and escalate incidents to Management where necessary. Contribute to the implementation and controls for daily processes and assist with the update of procedures. Report and escalate concerns / issues to Manager when required. Liaise regularly with the following internal groups to ensure a smooth support process: WM COB SG/HK , Compliance, Legal , FO team, Client on-boarding and due diligence team in Singapore / Hong Kong or other support team within WMHK/WMSG that have any involvement in the Client On-boarding process. Good communication & Interpersonal skills. Fluent in English (spoken and written) Basic PC skills and MS office knowledge Demonstrate good analytical skills. Ability to work under pressure and exhibit problem solving skills Team player, Independent, positive attitude and attention to details. Specific Qualifications (if required) Fresher or Maximum 1-1.5 years of relevant working experience. Bachelors level degree or professional qualification. Skills Referential Behavioural Skills : Ability to collaborate / Teamwork Attention to detail / rigor Client focused Adaptability Transversal Skills: Analytical Ability Ability to anticipate business / strategic evolution Ability to understand, explain and support change Choose an item. Choose an item. Education Level: Bachelor Degree or equivalent Experience Level Beginner Other/Specific Qualifications (if required) -

Provide a brief description of the overall purpose of the position, why this position exists and how it will contribute in achieving the teams goal. Responsibilities Direct Responsibilities Understanding of structured test methods and processes of both SDLC and STLC Proactively communicate and collaborate with team to analyze testing requirements and deliver the following artifacts as needed: Test Plan, Test strategy Test Cases, Test Completion Report and sign-off, exception reporting and follow-up. Creation of good quality test scenarios for manual testing, reviewing and validating them with BA and inputting in ALM Execution of manual test cases, issuing reports (DSR, RCA, etc.) and sharing with the test manager on a timely manner Execution of end-to-end integration testing in collaboration with other applications teams Testing effort estimation based on the requirements from BAs, PMs. Experience in managing and maintaining test data, which allows reproducible results and comparison between successive tests runs. Strong analytical and quick learning skills required, to handle test cases in a rich and complex architecture with many interconnected applications. Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, managers, subject matter experts and technical teams. Execution of performance test scenarios, propose efficient ways to do performance testing. Participate and contribute to all Agile / Scrum rituals of the squad (daily stand-up, grooming, sprint planning, retrospective meetings) Reporting to test lead & manager on the test activities progress and data gathering to generate metrics. Automation script development & maintenance, knowledge on the automation framework is an advantage. Experience on HP ALM Octane. Contribute to analysis of defects and identification of root cause and pattern. Coordinating various upstream or downstream application teams requesting test data and support while execution of test cases Ability to accommodate more than one testing at a time for concurrent projects testing Contributing Responsibilities 5+ and less than 9 years relevant experience in software testing in Banking domain Experience working in scrum team * Proficient in test life cycle management using HP-ALM/ALM Octane Manual Functional testing with various techniques on Identifying required test data or mockup required test data. Integration testing with Stubs and Drivers on System Integration testing, End to End testing. Identifying regression test cases from existing pool of functional test cases or create them if they are not available. Hands-on experience in writing test cases for complex projects, test data preparation and test execution. Hands on experience in writing performance test cases. Good oral & written Communication skills. A good team player with problem-solving attitude. Analytical and precise: Capacity to challenge the team and convince based on facts. Technical & Behavioral Competencies 5+ and less than 9 years experience as a Test Analyst in a financial institution Strong Functional knowledge of Back Office processes, financial products, trade life cycle obtained either through an IT core system implementation project or via positions held within the Operations department of Bank. Strong exposure to Securities and derivatives/Wealth management Exposure to trading products testing is a plus Automation knowledge (Good to have) Proficient in Quality center/HP-ALM-Octane and JIRA Specific Qualifications (if required) Skills Referential Behavioural Skills : Ability to collaborate / Teamwork Ability to deliver / Results driven Communication skills - oral & written Ability to share / pass on knowledge Transversal Skills: Ability to understand, explain and support change Analytical Ability Ability to develop and adapt a process Education Level: Choose an item. Experience Level Choose an item. Other/Specific Qualifications (if required) -

The opening is for an AAA & Actuate developer who is able to design and give new solution for the upcoming changes to the existing as well as new assets/applications within the Services division. This role is technology oriented, which includes defining development methodologies, hands on development for new projects/evolutions, production L3 (Developer level) support, providing technical solutions and performing POC for new relevant frameworks available in market. Knowledge and experience in the Wealth Management (Private Banking) domain is a good to have. (Portfolio Analysis, Order Management and Advisory functions). Responsibilities Perform AAA Front end (GUI) development (Format, screen, profile.) Perform Actuate Reports development and support Help / act as BA for various topics. Asset documentation Perform functional testing of PMS domain systems (formalization in ALM System) Perform Business Analysis, interacting with various business representatives Write technical specifications for developments done by technical teams (Unix, Java, WTX maps) Prepare technical deliveries and support implementation by integration teams. Propose solutions and improvements Contribute to key and strategic projects Contribute to Support Activities Perform Project Management activities Perform quality reporting and controls in line with the Teams QACMP Applications managed by the team : Triple A core objects, Triple A data model, functional asset unicity Knowledge of R24, IRIS, TTI, TFI is added advantage. Train other junior team members. Technical & Behavioral Competencies Functional knowledge Minimum Proficiency Level General knowledge about private banking or asset management environment Skilled (4-5 years experience) Business Analysis Skilled (4-5 years experience) Technical skills Minimum Proficiency Level Securities (Equities, bonds, derivatives, Struct. Prods) Skilled (>3 years experience) Portfolio Management (asset allocation, rebalancing, ..) Skilled (>3 years experience) FX / Money market Skilled (>3 years experience) Performance Skilled (>3 years experience) Payments Medium (2 years experience) Cash Management Medium (2 years experience) Technical skills Minimum Proficiency Level Oracle, Sybase Medium (4 years experience) Triple A TSL/API framework Medium TripleA Scripting and system set up Skilled (>5 years experience) TripleA Front end (GUI) development Format, Screen, Profiles, Meta dictionary, Default values, List , Classification etc Must (>5 years experience) Unix (shell scripting) Medium (2 years experience) Quality Assurance / Project Management process Medium (2 years experience) Testing Skilled (>3 years experience) Actuate Skilled (>5 years experience) Other skills Minimum Proficiency Level Communication skills Good Team player Good Analytical skills Excellent Specific Qualifications (if required) Minimum qualifications and Experience : Bachelor degree (with major in computer science or finance) 5 years experience in the private banking or asset management industry 5 years experience in IT Development activities Other Value-added Competencies : Working in Agile / Scrum methodology (Good to have). Skills Referential Behavioural Skills : (Please select up to 4 skills) Ability to collaborate / Teamwork Communication skills - oral & written Attention to detail / rigor Adaptability Transversal Skills: Ability to understand, explain and support change Analytical Ability Ability to anticipate business / strategic evolution Ability to develop and leverage networks Ability to set up relevant performance indicators Education Level: Bachelor Degree or equivalent Experience Level At least 5 years Other/Specific Qualifications (if required) Previous working knowledge on Temenos TripleA system is must. Knowledge of process methodology Experience of business support in a Wealth Management organization is a plus Some knowledge of French language is a plus -

Does financial data excite youWe re looking for someone like that to provide support to the branch team. You ll: assist financial advisors providing analytical information and aiming to understand the client s goals create custom portfolio reports enabling field to design a specific report that can be issued to their book of clients analyze and interpret portfolio performance reviews perform business analytics as needed to support financial advisors Navigate multiple firm approved applications and reports to identify and transpose appropriate data points into excel spreadsheets Follow the various quality control checkpoints when producing custom performance reports You ll be working as part of Wealth Management USA Custom Reporting Desk. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. Custom Reporting Desk was developed to remove the burden on local supervision and field personnel by creating a centralized entity dedicated to the production and review of customized portfolio reports. The person will be part of a group responsible for centrally producing customized asset allocation, holdings and performance reports for existing FA teams. The individual will work closely with the central reporting desk to understand the fields reporting needs and subsequently develop a customized client report within the guidelines defined by the firm. You have: Bachelors degree Must have a wide degree of business / product knowledge, technology savvy, and people skills 3-6 Years of functional experience on areas like Performance measurement, analysis, reporting or any allied portfolio reporting function Advance excel and VBA skills preferred Ability to think outside the box to identify areas of opportunities You are: an excellent communicator with good interpersonal skills analytical and logical a dynamic and flexible team player Highly motivated, able to work independently and apply own initiative Proactive and detail-oriented, yet comfortable working in a dynamic environment with fast paced deliveries and changing requirements