7681 Wealth Management Jobs - Page 45

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 t...

Urgent Opening for Relationship Manager Wealth/ Branch Relationship Head Key Responsibilities: Strategy & P&L Management Maintains the Profit and Loss statement and Balance Sheet for the branch Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank Sustained revenue generation for the branch through cross sell of TPP, RA and BB products Liabilities mobilization through CASA portfolio growth in the Branch Catchment Superior and Consistent Customer Service. Ensures efficient complaint management within specified TATs Conducts customer engagement programs and marketing events Ensures proper implementation of CRM by the Sales, Relationship & BSD departments an...

As an NRI Wealth Relationship Manager , youll manage a select portfolio of NRI and HNI clients. The role is a mix of relationship management and business growth , where you act as a trusted advisor while meeting structured sales and revenue goals.

Career Comeback Opportunities for Women Banking Roles | Mumbai & Navi Mumbai Hiring Across Virtual, Retail, Wealth & Operations Roles Experience Range : 1 to 10+ Years | CTC : Up to 23 LPA Open Positions: Virtual Relationship Manager Airoli, Mumbai Experience: 13 years | CTC: 4 LPA Skills: Relationship Management, Telecalling, Sales Associate Virtual Relationship Manager Airoli, Mumbai Experience: 810 years | CTC: 4 LPA Skills: KYC Analysis, Document Verification Branch Service Partner Pan Mumbai Experience: 16 years | CTC: 11.5 LPA Skills: Trade Desk Handling, Trade Servicing, Operations Relationship Manager Yes First & Yes Premia Pan Mumbai Experience: 2+ years CTC: Yes First 14 LPA | Yes ...

JOIN US! WE MAKE REAL WHAT MATTERS. THIS IS YOUR ROLE We're enhancing the way we live and work by intelligently connecting energy systems, buildings and industries!! Smart infrastructure from Siemens makes the world a more connected and caring place where resources are valued, where impact on the world is considered, where sustainable energy is delivered reliably and efficiently. It provides the flexible infrastructure to allow society to evolve and respond to changing conditions. Technology and the ingenuity of people come together to be at one with our environments and to care for our world. We do this from the macro to the micro level, from physical products, components and systems to con...

Call or WhatsApp your resume @ 9205989467 We are pleased to announce an exciting career opportunity with our esteemed client, a leading U.S.-based financial planning organisation. If you have a passion for financial advisory and client relationship management, this is your opportunity to pursue a rewarding and growth-oriented career. Job Details: Location: Gurugram & Noida (Hybrid NCR candidates only) Shift: Night Shift (8:00 PM 4:30 AM) Mode: Full-time Eligibility Criteria: Education: B.Com, BBA (Finance), MBA (Finance), M.Com (BE/B.Tech or any other technical degree candidates are NOT eligible) Experience: 1--6 years in International BPO (Voice Process) can be considered Skills Required: E...

Attend to queries and service issues of preferred customers at the branch Adherence to Complaint Management guidelines, TAT and escalation matrix. At least 98% complaints must be resolved within TAT Grade – Manager For - South Mumbai Location Required Candidate profile Banking Similar Service Manager & Wealth management client Handling candiidae apply

Role- Senior / Relationship Manager - Wealth (Indore) Experience- 10+ Years Mode - WFO- 5.5 days Location- (Indorei) 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 Responsi...

Role & responsibilities Dealing with HNI and Ultra HNI Clients Cross Sell the products PMS ,AIF, Mutual Fund ,Life Insurance ,HL ,GL Etc Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through va...

Greetings from Axis Bank !! Grade: Deputy Manager / Assistant Manager Location: : Andheri East/West,, Bandra , Miraroad / Thane CTC: As per current CTC/Grade/Experience + 50,000 monthly incentives About Axis Banks Commercial Banking Group (CBG): The Commercial Banking Group caters to businesses with turnover ranging from 10 Cr to 250 Cr. We offer a comprehensive suite of financial solutions including forex, trade finance, payments, cash management, tax services, and retail offerings such as salary accounts, trust services, commercial cards, and credit cards. Role Overview: As a Relationship Manager, you will be responsible for acquiring and managing SME clients, delivering customized banking...

Roles and Responsibilities of RM HNI . Responsible for selling & advisory for products like Mutual funds, PMS , SIPs & DMat and trading account etc to the customers Responsible to acquire high net worth clients for financial products. and revenue generation. Candidate having good relationship with HNI Clients. Ensuring the highest levels of service & relationship with the clients Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Candidate should be from Broking, Banking and NBFC/ Mutual Fund Company only. Interested Candidates please share your profile on sanjaysharma@rathi.com Desired Candidate Profile ...

Job description Role Overview: We are seeking a highly experienced and results-driven Senior Wealth Manager/Consultant to join our team. The ideal candidate will have a proven track record in wealth management, financial advisory, and portfolio management with a deep understanding of investment strategies, financial planning, and client relationship management. This role demands strong leadership, business development skills, and the ability to provide high-net-worth clients with customized financial solutions. Key Responsibilities: Client Advisory & Relationship Management: Manage and grow a portfolio of HNW & UHNW clients by providing tailored investment strategies and financial planning s...

Job Description: About Us At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of...

Job Description: About Us At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of...

Job Description: About Us At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of...

You will be responsible for managing and delivering innovative solutions to clients as an Eagle Business Analyst at EY. Your role will require flexibility, adaptability, and a strong passion for innovation. It is essential to effectively liaise and manage key stakeholders and technical teams to ensure successful delivery of solutions. The ideal candidate should have experience working in the Wealth or Asset Management Industry focusing on areas such as Middle Office, Trade Lifecycle, Security Reference Data, and Portfolio Accounting. A strong knowledge of various asset classes like fixed income, equity, and derivatives across front, middle, and back office operations for both buy and sell si...

As a Marketing Executive at United Overseas Bank Limited (UOB), you will be responsible for promoting a diverse range of banking products and services, such as Unit Trust, Insurance, and Deposits, to both existing and potential customers. Your role will involve engaging in cross-selling activities to cater to customer needs, managing and nurturing long-term relationships with clients, and providing after-sales services. It is crucial to adhere to the company's policies, regulatory risk, and compliance standards to ensure ethical and sustainable business practices. To excel in this role, you will be expected to obtain recognized industry qualifications like FIMM, PCE, CEILI, and IPPC upon joi...

About PhonePe Limited: PhonePe Limited offers a diverse portfolio of businesses including the distribution of financial products such as Insurance, Lending, and Wealth, alongside new consumer tech ventures like Pincode - hyperlocal e-commerce and Indus AppStore Localized App Store for the Android ecosystem in India. These ventures are in line with the company's vision of providing every Indian with an equal opportunity to enhance their progress by facilitating the flow of money and access to services. Culture: At PhonePe, we are committed to creating an environment where you can thrive and bring your best self to work every day. We believe in empowering individuals and entrusting them to mak...

The ideal candidate will be responsible for managing their own portfolio of HNW/UHNW clients, providing personalized investment, estate planning, and wealth structuring solutions. Additionally, they will oversee and guide a team of private bankers/relationship managers to enhance performance and ensure client satisfaction. Collaboration with product, research, and investment departments will be essential to deliver comprehensive wealth management services. The role also involves identifying market trends and assisting in regional business development efforts. Requirements: - 8-15 years of experience in private banking and wealth management within the Indian market. - Strong leadership skills...

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help customers realize their dreams and ambitions across 600 branches. Being a market leader in consumer banking, DBS offers a comprehensive range of products and services such as deposits, investments, insurance, mortgages, credit cards, and personal loans to support customers at every life stage. The primary purpose of this role is to achieve exceptional volume and revenue performance by engaging with DBS Treasures clients with a total relationship value exceeding INR 30 lakhs through a need-based approach. This involves acquiring and engaging quality Treasures clients, deepening wallet share, achieving annu...

As a professional in this role, you will engage with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to understand and assess their investment preferences in fixed income products. Your responsibilities will include overseeing the marketing process and broader company marketing initiatives, such as developing investor materials, conducting webinars, and organizing investor events. Building and maintaining relationships with current and potential investors will be a key aspect of your role. You will collaborate closely with Product teams to design customized products for specific scenarios, evaluate client credit profiles to suggest personalized deals, and facilit...

Join our team to drive business growth by acquiring and managing key customer relationships, delivering tailored financial solutions, and maximizing revenue opportunities. Job Location: Madurai, Sivagangai, Tirunelveli, Nagercoil, Kanyakumari, Thoothukudi, Karaikudi. Note: Immediate Joiners are preferred. Role: Preferred Relationship Manager. Experience: 6+ Years of Banking Sales Experience. Responsibilities: Acquisition, enhancement & retention of HNI customers Cross-selling banking products & increasing wallet share Delivering superior customer experience and portfolio hygiene Driving revenue through focused product penetration Preferred candidate profile: Strong relationship management & ...

You will be responsible for interacting with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to understand their investment interests in fixed income products. Additionally, you will oversee the marketing process and broader company marketing efforts, which includes creating investor materials, hosting webinars, and organizing investor events. Your role will involve developing and managing relationships with current and potential investors, collaborating with Product teams to create tailored products for specific situations, assessing client credit profiles to propose customized deals, and closing transactions. You will also be responsible for onboarding new corp...

We are currently looking for dynamic professionals for the following roles: 1) PB Classic (3+ Years Exp) 2) Branch Manager (9+ Years Exp) 3) Relationship Manager (6+ Years Exp) 4) PB-Teller Authorisers (6+ Years Exp) 5) PB Sales Outbound (1+ Years Exp) 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 cust...

Finnova Advisory Services Pvt. Ltd. is a prominent financial advisory and investment consulting firm specializing in corporate finance, supply chain finance, real estate finance, and credit rating advisory. We are currently broadening our investor network to establish a robust group of investors for premium real estate investment opportunities. As an Investor Relations & Fundraising Executive at Finnova Advisory Services Pvt. Ltd., you will play a pivotal role in identifying, sourcing, and bringing on board new investors, particularly focusing on real estate deals. Your primary responsibilities will include connecting with potential investors such as HNIs, UHNIs, Family Offices, and Institut...