4011 Wealth Management Jobs - Page 43

To engage regularly with the Imperia customers as defined by the contact policy and provide a Consistent & a Superior Digital Experience. Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer. JOB TIME - Rotational shift MINIMUM CRITERIA: 1. Graduate 2. English, Hindi and Telugu Languages Fluency Mandate, 3. Phone Banking, Virtual Care and Virtual Sales Process Knowledge, 4. Banking domain knowledge, 5. Age less 30 Years Original Documents to be carried. Identity Proof(PAN Card/ Aadhar Card/ Driving License/Passport or Voter ID) 2 Sets of resumes which includes your address Please fallow grooming standards (Business Formals) while attending an Interview.

We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex transactions. Additionally, you will stay updated on market trends and industry developments to identify potential investment opportunities and assess their feasibility. Responsibilities - Identify and evaluate potential investment opportunities for clients - Conduct comprehensive financial analysis and due diligence on target companies - Develop investment strategies and prepare investment memorandums - Structure and negotiate complex transactions, including mergers, acquisitions, and divestitures - Build strong relationships with clients, stakeholders, and industry experts - Collaborate with legal teams to ensure compliance with regulatory requirements - Stay updated on market trends, industry developments, and competitive landscape Requirements : - Bachelor's degree in finance, economics, or related field (MBA preferred) - At least [5] years of experience in investment banking or related field - Proven track record of successfully executing investment deals - Strong financial modeling, valuation, and analysis skills - Excellent understanding of financial markets, regulations, and investment strategies - Exceptional communication and negotiation abilities - Ability to work under pressure and meet tight deadlines - Proficient in MS Office and financial software applications

We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex transactions. Additionally, you will stay updated on market trends and industry developments to identify potential investment opportunities and assess their feasibility. Responsibilities - Identify and evaluate potential investment opportunities for clients - Conduct comprehensive financial analysis and due diligence on target companies - Develop investment strategies and prepare investment memorandums - Structure and negotiate complex transactions, including mergers, acquisitions, and divestitures - Build strong relationships with clients, stakeholders, and industry experts - Collaborate with legal teams to ensure compliance with regulatory requirements - Stay updated on market trends, industry developments, and competitive landscape Requirements : - Bachelor's degree in finance, economics, or related field (MBA preferred) - At least [5] years of experience in investment banking or related field - Proven track record of successfully executing investment deals - Strong financial modeling, valuation, and analysis skills - Excellent understanding of financial markets, regulations, and investment strategies - Exceptional communication and negotiation abilities - Ability to work under pressure and meet tight deadlines - Proficient in MS Office and financial software applications

Kotak Mahindra Bank is hiring for Affluent Relationship Manager - Delhi NCR Location/ AVP and DVP Grade. Interested candidates can share their CV on " priyadarshini.pradhan@kotak.com " 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.

Relationship Management : - Managing the banking and investments relationship ofT clients and responsible for overall growth of Liabilities & Investment business from HNI segment - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. - Identify current and potential relationship with additional revenue potential and grow business - Generating Incremental Business - Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. - Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships - Increase CASA balance in allocated portfolio either through Deepening or Acquisition - Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: - Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values - Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory: - Financial Planning and Investment Advisory to HNI clients - Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit: - Ensure all sales activity is recorded online as per the organizational process - Capture and maximize the business opportunity through detailed client profiling as per organizational process

Relationship Management : - Managing the banking and investments relationship ofT clients and responsible for overall growth of Liabilities & Investment business from HNI segment - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. - Identify current and potential relationship with additional revenue potential and grow business - Generating Incremental Business - Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. - Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships - Increase CASA balance in allocated portfolio either through Deepening or Acquisition - Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: - Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values - Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory: - Financial Planning and Investment Advisory to HNI clients - Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit: - Ensure all sales activity is recorded online as per the organizational process - Capture and maximize the business opportunity through detailed client profiling as per organizational process Role & responsibilities Preferred candidate profile

Role & responsibilities Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet

Description We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex transactions. Additionally, you will stay updated on market trends and industry developments to identify potential investment opportunities and assess their feasibility. Responsibilities - Identify and evaluate potential investment opportunities for clients - Conduct comprehensive financial analysis and due diligence on target companies - Develop investment strategies and prepare investment memorandums - Structure and negotiate complex transactions, including mergers, acquisitions, and divestitures - Build strong relationships with clients, stakeholders, and industry experts - Collaborate with legal teams to ensure compliance with regulatory requirements - Stay updated on market trends, industry developments, and competitive landscape Requirements : - Bachelor's degree in finance, economics, or related field (MBA preferred) - At least [5] years of experience in investment banking or related field - Proven track record of successfully executing investment deals - Strong financial modeling, valuation, and analysis skills - Excellent understanding of financial markets, regulations, and investment strategies - Exceptional communication and negotiation abilities - Ability to work under pressure and meet tight deadlines - Proficient in MS Office and financial software applications

We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex transactions. Additionally, you will stay updated on market trends and industry developments to identify potential investment opportunities and assess their feasibility. Responsibilities - Identify and evaluate potential investment opportunities for clients - Conduct comprehensive financial analysis and due diligence on target companies - Develop investment strategies and prepare investment memorandums - Structure and negotiate complex transactions, including mergers, acquisitions, and divestitures - Build strong relationships with clients, stakeholders, and industry experts - Collaborate with legal teams to ensure compliance with regulatory requirements - Stay updated on market trends, industry developments, and competitive landscape Requirements : - Bachelor's degree in finance, economics, or related field (MBA preferred) - At least [5] years of experience in investment banking or related field - Proven track record of successfully executing investment deals - Strong financial modeling, valuation, and analysis skills - Excellent understanding of financial markets, regulations, and investment strategies - Exceptional communication and negotiation abilities - Ability to work under pressure and meet tight deadlines - Proficient in MS Office and financial software applications

We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex transactions. Additionally, you will stay updated on market trends and industry developments to identify potential investment opportunities and assess their feasibility. Responsibilities - Identify and evaluate potential investment opportunities for clients - Conduct comprehensive financial analysis and due diligence on target companies - Develop investment strategies and prepare investment memorandums - Structure and negotiate complex transactions, including mergers, acquisitions, and divestitures - Build strong relationships with clients, stakeholders, and industry experts - Collaborate with legal teams to ensure compliance with regulatory requirements - Stay updated on market trends, industry developments, and competitive landscape Requirements : - Bachelor's degree in finance, economics, or related field (MBA preferred) - At least [5] years of experience in investment banking or related field - Proven track record of successfully executing investment deals - Strong financial modeling, valuation, and analysis skills - Excellent understanding of financial markets, regulations, and investment strategies - Exceptional communication and negotiation abilities - Ability to work under pressure and meet tight deadlines - Proficient in MS Office and financial software applications

We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex transactions. Additionally, you will stay updated on market trends and industry developments to identify potential investment opportunities and assess their feasibility. Responsibilities - Identify and evaluate potential investment opportunities for clients - Conduct comprehensive financial analysis and due diligence on target companies - Develop investment strategies and prepare investment memorandums - Structure and negotiate complex transactions, including mergers, acquisitions, and divestitures - Build strong relationships with clients, stakeholders, and industry experts - Collaborate with legal teams to ensure compliance with regulatory requirements - Stay updated on market trends, industry developments, and competitive landscape Requirements : - Bachelor's degree in finance, economics, or related field (MBA preferred) - At least [5] years of experience in investment banking or related field - Proven track record of successfully executing investment deals - Strong financial modeling, valuation, and analysis skills - Excellent understanding of financial markets, regulations, and investment strategies - Exceptional communication and negotiation abilities - Ability to work under pressure and meet tight deadlines - Proficient in MS Office and financial software applications

We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex transactions. Additionally, you will stay updated on market trends and industry developments to identify potential investment opportunities and assess their feasibility. Responsibilities - Identify and evaluate potential investment opportunities for clients - Conduct comprehensive financial analysis and due diligence on target companies - Develop investment strategies and prepare investment memorandums - Structure and negotiate complex transactions, including mergers, acquisitions, and divestitures - Build strong relationships with clients, stakeholders, and industry experts - Collaborate with legal teams to ensure compliance with regulatory requirements - Stay updated on market trends, industry developments, and competitive landscape Requirements : - Bachelor's degree in finance, economics, or related field (MBA preferred) - At least [5] years of experience in investment banking or related field - Proven track record of successfully executing investment deals - Strong financial modeling, valuation, and analysis skills - Excellent understanding of financial markets, regulations, and investment strategies - Exceptional communication and negotiation abilities - Ability to work under pressure and meet tight deadlines - Proficient in MS Office and financial software applications

Description We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex transactions. Additionally, you will stay updated on market trends and industry developments to identify potential investment opportunities and assess their feasibility. Responsibilities - Identify and evaluate potential investment opportunities for clients - Conduct comprehensive financial analysis and due diligence on target companies - Develop investment strategies and prepare investment memorandums - Structure and negotiate complex transactions, including mergers, acquisitions, and divestitures - Build strong relationships with clients, stakeholders, and industry experts - Collaborate with legal teams to ensure compliance with regulatory requirements - Stay updated on market trends, industry developments, and competitive landscape Requirements : - Bachelor's degree in finance, economics, or related field (MBA preferred) - At least [5] years of experience in investment banking or related field - Proven track record of successfully executing investment deals - Strong financial modeling, valuation, and analysis skills - Excellent understanding of financial markets, regulations, and investment strategies - Exceptional communication and negotiation abilities - Ability to work under pressure and meet tight deadlines - Proficient in MS Office and financial software applications

We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex transactions. Additionally, you will stay updated on market trends and industry developments to identify potential investment opportunities and assess their feasibility. Responsibilities - Identify and evaluate potential investment opportunities for clients - Conduct comprehensive financial analysis and due diligence on target companies - Develop investment strategies and prepare investment memorandums - Structure and negotiate complex transactions, including mergers, acquisitions, and divestitures - Build strong relationships with clients, stakeholders, and industry experts - Collaborate with legal teams to ensure compliance with regulatory requirements - Stay updated on market trends, industry developments, and competitive landscape Requirements : - Bachelor's degree in finance, economics, or related field (MBA preferred) - At least [5] years of experience in investment banking or related field - Proven track record of successfully executing investment deals - Strong financial modeling, valuation, and analysis skills - Excellent understanding of financial markets, regulations, and investment strategies - Exceptional communication and negotiation abilities - Ability to work under pressure and meet tight deadlines - Proficient in MS Office and financial software applications

Description We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex transactions. Additionally, you will stay updated on market trends and industry developments to identify potential investment opportunities and assess their feasibility. Responsibilities - Identify and evaluate potential investment opportunities for clients - Conduct comprehensive financial analysis and due diligence on target companies - Develop investment strategies and prepare investment memorandums - Structure and negotiate complex transactions, including mergers, acquisitions, and divestitures - Build strong relationships with clients, stakeholders, and industry experts - Collaborate with legal teams to ensure compliance with regulatory requirements - Stay updated on market trends, industry developments, and competitive landscape Requirements : - Bachelor's degree in finance, economics, or related field (MBA preferred) - At least [5] years of experience in investment banking or related field - Proven track record of successfully executing investment deals - Strong financial modeling, valuation, and analysis skills - Excellent understanding of financial markets, regulations, and investment strategies - Exceptional communication and negotiation abilities - Ability to work under pressure and meet tight deadlines - Proficient in MS Office and financial software applications

We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex transactions. Additionally, you will stay updated on market trends and industry developments to identify potential investment opportunities and assess their feasibility. Responsibilities - Identify and evaluate potential investment opportunities for clients - Conduct comprehensive financial analysis and due diligence on target companies - Develop investment strategies and prepare investment memorandums - Structure and negotiate complex transactions, including mergers, acquisitions, and divestitures - Build strong relationships with clients, stakeholders, and industry experts - Collaborate with legal teams to ensure compliance with regulatory requirements - Stay updated on market trends, industry developments, and competitive landscape Requirements : - Bachelor's degree in finance, economics, or related field (MBA preferred) - At least [5] years of experience in investment banking or related field - Proven track record of successfully executing investment deals - Strong financial modeling, valuation, and analysis skills - Excellent understanding of financial markets, regulations, and investment strategies - Exceptional communication and negotiation abilities - Ability to work under pressure and meet tight deadlines - Proficient in MS Office and financial software applications

We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex transactions. Additionally, you will stay updated on market trends and industry developments to identify potential investment opportunities and assess their feasibility. Responsibilities - Identify and evaluate potential investment opportunities for clients - Conduct comprehensive financial analysis and due diligence on target companies - Develop investment strategies and prepare investment memorandums - Structure and negotiate complex transactions, including mergers, acquisitions, and divestitures - Build strong relationships with clients, stakeholders, and industry experts - Collaborate with legal teams to ensure compliance with regulatory requirements - Stay updated on market trends, industry developments, and competitive landscape Requirements : - Bachelor's degree in finance, economics, or related field (MBA preferred) - At least [5] years of experience in investment banking or related field - Proven track record of successfully executing investment deals - Strong financial modeling, valuation, and analysis skills - Excellent understanding of financial markets, regulations, and investment strategies - Exceptional communication and negotiation abilities - Ability to work under pressure and meet tight deadlines - Proficient in MS Office and financial software applications

We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex transactions. Additionally, you will stay updated on market trends and industry developments to identify potential investment opportunities and assess their feasibility. Responsibilities - Identify and evaluate potential investment opportunities for clients - Conduct comprehensive financial analysis and due diligence on target companies - Develop investment strategies and prepare investment memorandums - Structure and negotiate complex transactions, including mergers, acquisitions, and divestitures - Build strong relationships with clients, stakeholders, and industry experts - Collaborate with legal teams to ensure compliance with regulatory requirements - Stay updated on market trends, industry developments, and competitive landscape Requirements : - Bachelor's degree in finance, economics, or related field (MBA preferred) - At least [5] years of experience in investment banking or related field - Proven track record of successfully executing investment deals - Strong financial modeling, valuation, and analysis skills - Excellent understanding of financial markets, regulations, and investment strategies - Exceptional communication and negotiation abilities - Ability to work under pressure and meet tight deadlines - Proficient in MS Office and financial software applications

Our client, a prestigious Premium Wealth Management Firm and Private Bank, is actively hiring for Private Banking / Private Wealth roles. This is a fantastic opportunity for professionals passionate about wealth management, relationship management, and investment advisory. Why Join Us? - Competitive Salary Attractive compensation based on experience and expertise. - ESOPs Employee Stock Ownership Plans for long-term wealth creation. - Best-in-Class Incentives Uncapped earning potential with high-performance rewards. Roles & Responsibilities - Build and nurture relationships with HNI (High Net-Worth Individuals), UHNI (Ultra High Net-Worth Individuals), Family Offices, and Corporates. - Introduce and recommend financial products across Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). - Deliver personalized investment solutions aligned with clients' financial goals and risk appetite. - Drive Asset Under Management (AUM) growth, net sales, and market share expansion. - Develop and implement strategies to maximize client retention and acquisition. - Interested candidates can apply directly to this posting or contact me via call/WhatsApp at 9653267347 Who Should Apply? - Professionals with experience in private banking, wealth management, investment advisory, or financial services. - Strong understanding of investment products and market dynamics. - Excellent relationship management and business development skills. Exp.- 2 Years to 20 Years Take the next step in your wealth management career with this exclusive opportunity.

Position: Business Development Executive Department: Sales/Business Development Reports To : Business Head The business Development Executive is responsible for identifying new business opportunities, building client relationships and driving revenue growth. This role involves market research, lead generation,sales strategy development and collaboration with marketing and sales teams to expand the company customer base and market presence. KEY RESPONSIBILITIES: Business Growth & Lead Generation Client Relationship Management Sales & Revenue Generation Market Research & Strategy Collobration & Reporting Skills : Strong negotiation and persusion abilities Excellent communication and presentation skills Proficient in CRM Software and Microsoft Office Ability to work independently and in a team Preferred Qualifications: Exeperience in B2B Sales or lead Generation Knowledge of digital Marketing and social selling techniques Familarity with the companie industry Benefits: Competitive Salary +Commission/Bonus Structure. Internal Growth Opportunities Health Insurance, Retirement plans, and professional development opportunities. Further details Contact Sangeetha 9094623680

SEI has a challenging career opportunity for a Business Analyst. This position requires a foundation of business knowledge in the financial services industry, and the ability to work in a team environment. You should be adaptable, possess experience in Wealth Management, and demonstrate the ability to understand financial services business requirements. What you will do: Perform business analysis and coordinate involvement of SMEs, users, internal and external stakeholders in order to gather requirements Ability to critically think through business requirements into order define product requirements and deliver testing criteria for sprint and release planning Articulate key decisions, open issues, case studies, workflow and functional requirements to bring clarity to cross functional teams. Proactively recommend innovations and modifications that are in compliance with industry requirements and are consistent with corporate objectives and goals to improve operational processes, systems, policies and procedures. Drive quality assurance with creation and execution of acceptance tests as needed. Prepare test plans and execute component or integration testing. What we need from you: Bachelors degree from an accredited College or University, and/or equivalent relevant experience. A minimum of 1 year of experience in related business domain or background in Business analysis. Ability to work comfortably with a wide range of people and skill sets, including architects, project managers, analysts, designers and developers Detail oriented with the ability to organize and prioritize tasks to ensure timely delivery of the Sprints/PSI s. Grasp of good user experience design principles and business trade-offs Proficiency in data analysis tools, business intelligence software and potential programming languages would be a plus What we would like from you: A willingness to work a flexible schedule to accommodate business and travel requirements Ability to collaborate effectively with other disciplines including business analysts, technical leads, senior level managers and project managers Advanced written and oral communication skills are a must Demonstrated ability to coordinate cross-functional work teams toward project completion Ability and desire to work in an iterative development model which emphasizes speed and proactive decision making Excellent time-management skills and an ability to multi-task or work on multiple projects concurrently Demonstrated effective leadership and analytical skills Proven ability to apply situational leadership concepts in a matrix organization. Familiarity with systems scope and project objectives, as well as the role and function of the various members of the team Proven self-starter with track record of setting goals and delivering results Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/ SEI s competitive advantage To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, hybrid working environment and a work-life balance that enables you to relax, recharge and be there for the people you care about. Our benefits include Medical Insurance, Term Life Insurance, Voluntary Provident Fund, 10 Predefined Holidays and 2 Floating Holidays in a year, Paid Time off and more. We are a technology and asset management company delivering on our promise of building brave futures for our clients, our communities, and ourselves. Come build your brave future at SEI. SEI is an Equal Opportunity Employer and so much more After 50 years in business, SEI is a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we re (literally) invested in your success. We offer our employees paid parental leave, paid volunteer days, professional development assistance and access to thriving employee networks.

Role & responsibilities Achieving sales targets for liabilities, retail assets, and other banking products. Cross-selling and up-selling banking products to existing clients. Identifying and pursuing new business opportunities. Developing and implementing sales strategies. Share CV at 9149271539

Asset & Wealth Management (AWM): AWM invests in corporate equity and debt, real estate equity and debt, and infrastructure-related assets and companies around the world. AWM operates on a global platform and our team works in a fast-paced, exciting environment. We look for individuals with versatile skills and a passion for investing. Within AWM, the Funds & Information Management Group supports the division in a variety of functions, including standard and custom client reporting, data analysis and process management/oversight. The Funds & Information Management Group also partners with Engineering and Product Management to assist in building automation and reporting solutions. The Analyst/Associate will perform a variety of recurring tasks, project-based work and ad hoc analyses. The successful applicant will have an ability to understand financial information, draw relationships and raise issues or concerns. Specific Responsibilities May Include: Tracking/reporting/analyzing investor/investment/portfolio metrics Gathering data and assisting with internal/external information requests Supporting AWM s quarterly portfolio company monitoring process using iLevel software Designing/enhancing processes and supporting/furthering technology initiatives related to the above responsibilities Additional responsibilities will be based on the needs of the division and the candidate s specific skills Qualifications: Bachelor s Degree in Accounting, Finance or other business discipline Minimum 2-4 years related work experience (May 2020 - December 2022 graduation dates) Strong analytical skills and detail orientation Strong interpersonal and communication skills, oral as well as written Strong coordination and organizational skills Ability to multi-task and meet tight deadlines Ability to work independently in a small team, exhibit initiative and be proactive Ability to organize and analyze large volumes of information Facility with and interest in working on technology initiatives Team player, willing to help in areas not explicitly related to job duties Comfortable working in a fast-paced, high-energy environment Strong Excel, Word, PowerPoint skills About Goldman Sachs

We are currently seeking an experienced professional to join our team in the role of Vice President, Retail Wealth Models and Product Governance Business: Wealth & Premier Banking Principal responsibilities Support developments of all the models used in Retail Wealth including implementation of the model governance framework. Internally build or work with third-party vendors to build models which facilitate a robust suitability process for clients. Examples include the Suitability Risk Profiling process and the Aladdin Risk Engine. Ensure adherence to the Model Risk Policy & Standards and regulatory expectations for Retail Wealth Models. Ensure that the Wealth models are fit for purpose, well governed and reviewed frequently e.g. model monitoring and model assessments. Work in a team of Model SMEs involved in creation and maintenance of model documentation, development and implementation standards, model validation, monitoring, ongoing management and support for IMR review. Streamlining of existing processes and transition to automation platform subject to availability of budget and resources. Manage stakeholder relationships globally, ensuring that sufficient regional input is factored into the decision-making process. Ensure robust governance through appropriate committees, member of relevant governance bodies, acting as Retail Wealth models SME. Ensuring local and global product governance forums are balanced to ensure business growth while meeting regulatory and Group requirements. Ensuring (where possible) globally consistent Product Governance and Product Oversight Committee desk procedures to ensure maximum process efficiencies to assist timely product marketing. Ensuring (where possible) globally consistent control frameworks and underlying procedures. Ensuring all product governance artefacts are correctly documented, in line with Group and all regulatory requirements. Protect the bank by ensuring that all procedures and processes are correctly documented, updated and followed. Management of an effective MI and KRI framework. Working with Regulatory Compliance, Legal and Risk to ensure all governance arrangements and oversight needs meet regulatory and legal requirements. Streamlining the product approval process to achieve the correct balance between distribution of the right products for our clients, effective time to market and effective product management/governance. Ensuring that all arrangements that support IWS products and services are controlled and monitored centrally while ensuring that local requirements are met without duplication. Working collaboratively with all Stakeholders, (Compliance, Legal, Risk, Chief Control Office) Senior Management and Group Procurement. Work closely with Regulatory Compliance to ensure that IWPB is compliant with existing laws and regulations and also is able to implement requirements of emerging regulations in a timely manner. Role should also work with Regulatory Compliance to develop IWPB policies which uphold Regulatory expectations, protect the Bank and ensure consistent application of controls. Work across the CCO community to ensure key controls are captured in local RCAs and that operational issues with key controls are escalated to Senior Managers. Works collaboratively with all major Stakeholders, Global Product Heads and all outsource providers. Collaborates with colleagues within the immediate team and with all local teams. Offers help to colleagues within direct team and outside team, regularly providing feedback on new and better ways of working, sharing ideas and best practices with the team. Provide leadership and assists in driving a compliance culture across the business. Maintain cost discipline; improve efficiencies through standardisation under global procedures. Requirements Relevant professional qualification such as CFA. Post - degree level education or knowledge in wealth investment products. Negotiation and influencing senior stakeholders. Ability to think strategically and manage relationships with senior stakeholders. Leadership qualities and good team management skills. Excellent Communication and Inter person skills Both verbal and written. Good analytical skills, an eye for detail and a drive for quality, understand and to interpret Numeric information. Experience of managing Product Governance in an investment related business is preferred. An understanding of investment, banking, credit and insurance products and services. Prior experience in Private Banking or Wealth Management is preferred. Getting results through effective management of processes; possess capacity to define problems and find effective solutions; ability to relate to people at all levels both internally and externally. Practical experience working alongside global product/business management teams. Strict deadline management with project management discipline. Ability to work independently and manage business as usual tasks while also progressing elements of various projects. Confident presenter, able to present complex topics to stakeholders at all management levels. Effective presentation, interpersonal, negotiation, communication and analytical skills. Recognised strong organisational skills. Understanding of the HSBC Group will be beneficial for the role. Proven leadership skills in a changing environment. Proven experience in successfully managing challenging markets. Strong experience in creating best in class processes and activities. Knowledge of authoring policies, standards, governance lifecycle process, frameworks, and Target Operating models. You ll achieve more at HSBC

Person Specification Our professionals come from diverse international backgrounds such as law, accountancy, corporate finance and equity analysis as well as private banking. They all have a breadth of experience in their area of geographical expertise. All of our client-facing professionals are mapped to a market focused team comprised of multi-lingual individuals who are fluent in all aspects related to their clients needs including local market, tax, estate planning and liquidity. Very strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families Experience of building a client base using internal and external networks Effective in gaining an in-depth understanding of client s needs and advising on a diverse range of wealth management solutions Satisfies the criteria for an approved person both initially and ongoing - this will involve obtaining the relevant qualifications if not already qualified. Significant experience of the Financial Services industry and skilled in differentiating advice according to the complexity of the client s requirements. Detailed regulatory knowledge, in particular of Indian regulatory requirements, and an overall understanding of the business impact of the regulatory environment. Excellent market exposure and multi-disciplined private banking expertise Essential Skills/Basic Qualifications: Educated to Degree level Appropriate regulatory qualifications Fluent in English and Hindi Fluency in other Indian languages added advantage (regionally-specific) Desirable skills/Preferred Qualifications: Excellent interpersonal and communication skills Entrepreneurial spirit but also with a collegiate approach Embraces challenge and an evolving/changing environment Rapidly assimilates new information and applies this knowledge as appropriate About Barclays Private Bank As Private Bank we strive to provide the right solutions for our diverse clients through our international network of specialists, located in vibrant financial hotspots around the world. The Private Bank supports UHNWIs and Family Offices with respect to their banking, investment and credit needs through a dedicated Private Banker and team of specialists. With offices in the United Kingdom, Ireland, Monaco, Switzerland, India, Singapore and Dubai, the Private Bank offers our international client base access to a fully bespoke service. The business is high growth and significantly invested in delivering high touch personal services and creative client solutions with access to the Corporate and Investment Bank. Overall purpose of role Barclays lunched its onshore Private Banking business across India in 2008 and is a leading global player in the India onshore market. The business offers bespoke investment, credit, wealth structuring and banking solutions to family offices and ultrahigh net worth individuals across India through teams in key locations (Mumbai, Delhi, Bangalore, Kolkata, Chennai). The model will consist of experienced Private Bankers in each region supported centrally by a world-class Product Office with access to global expertise. We are looking to hire an experienced Private Banker to acquire, develop and service a portfolio of clients across the ultra-high net worth space. Key Accountabilities New Business Origination Identify, develop and secure new relationships through personal and client referrals, Barclays Group internal networks and corporate and investment banking sources. Achieve personal targets for new clients, assets and revenues. Client Relationship Management Maintain highest levels of service and delivery to existing clients at all times. Key contact for client queries. Key interface between clients and other parts of Barclays Private Bank and the wider Barclays Group. Governance and Control Ensure conformity with global and market standards of client service, regulatory compliance, T&C, KYC, product delivery and operating model. Stakeholder Management and Leadership This section should be used to detail the key stakeholders and relationships the role will interact with, both internally and externally. Describe the type of interpersonal skills the role will require. Roles with leadership accountabilities should detail the nature and breadth of leadership. Decision-making and Problem Solving Provide innovative and world class financial solutions to meet client needs including: Investment Management: Offers a range of services depending on client demands, including modelled, bespoke, discretionary portfolios. Investment Management works closely with the Private Bankers to provide a holistic service to clients Balance Sheet: Offers Banking, Credit and FX products to support a wide range of clients borrowing needs including finance for property and luxury purchases Wealth Advisory: Provides fiduciary solutions, wealth planning and structuring services plus trust and estate planning Alternative Investments: Offers clients exposure to hedge funds, private equity, commodities and real estate Risk and Control Objective Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards.