13162 Wealth Management Jobs - Page 46

About The Role Project Role : Custom Software Engineer Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : SAP FI CO Finance Good to have skills : NA Minimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. Your typical day will involve collaborating with various teams to ensure that project goals are met, facilitating discussions to address challenges, and guiding your team through the development process. You ...

Walk in Interviews - Retail Branch Banking -16th Dec 2025- Hyderabad. Job Location: Across Hyderabad Branches. Job Roles: 1. Preferred Relationship Managers 2. Personal Banker Classic Role & responsibilities Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and...

About The Role Project Role : Custom Software Engineer Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : SAP FI CO Finance Good to have skills : NA Minimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. Your typical day will involve collaborating with various teams to ensure that project goals are met, facilitating discussions to address challenges, and guiding your team through the development process. You ...

Key Responsibilities: Client Relationship: Deepen relationships with HNI/UHNWI clients, understand needs, and act as a trusted advisor. Wealth Management: Provide expert advice on investments, portfolio modeling, risk management, and financial planning. Business Development: Acquire new clients, grow the existing client base, and increase share of wallet. Portfolio Management: Monitor and manage client portfolios for optimal performance, ensuring profitability. Product Expertise: Maintain deep knowledge of financial markets, investment products, and wealth solutions. Business Analytics: Use data for portfolio analysis and strategic decision-making.

About Axis Virtual Centre: Axis Virtual Centre engages with the Axis Bank customers and prospects, virtually, through digital media to provide a seamless experience to customers while fullling their service requirements and using the opportunity to provide nancial solutions via cross-sell and upsell. The Axis Virtual Centre supports the respective Line of Business to achieve and exceed dial targets through eective use of communication skills and envisages to provide a dierential customer experience About the Role: Virtual Relationship Managers act as the single point of contact for customers banking requirements are responsible for the cross selling (assets) business of the bank by exploring...

Responsibilities : Mutual funds advisory (sales) to HNIs Prospect for new sales leads and close sales Qualifications : 1-7 years of work experience with Mutual Funds and PMS Compensation Offered: 25,000 - 39,000 in-hand Location - Sector 3 Noida Travel allowance Mobile bill reimbursements Leave encashment Sales incentives Performance bonus Life insurance Health insurance

Job Title - Unit Manager Business Unit Contact Center Grade :- SM The role holder is responsible for ensuring that all Customers are provided with service best in its class by present day industry standards which is expected by super HNI & HNI customer segment (Yes First, Yes First Business & Yes Grandeur). In this role he/she is expected to own voice based, and Email based work processes to render end to end solution to every customer and ensure all service requests are processed first time right and within the defined TAT. The incumbent must possess strong knowledge of banking operations and regulatory guidelines. He/ She ensure that Calls/ Emails are actioned efficiently by the team withi...

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose the relentless pursuit of a world that works better for people we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. Inviting applications for the role of Management Trainee, Wealth Management-Asset Transitions and Security Pricing Location :- Pune & Bangalore In this r...

Role Overview In Private Wealth, You Will Play A Pivotal Role In Leading And Expanding Our Wealth Management Business. The Role Involves Driving Client Acquisition At The Highest Levels, Scaling The Franchise, And Mentoring Leaders Within The Team. We Are Looking For A Seasoned Professional Who Can Balance Strategic Vision With Execution While Nurturing Strong Client Relationships And Ensuring Consistent Business Growth. Key Responsibilities Client Acquisition: Identify And Attract Hni/Uhni Clients Through Networking, Market Analysis, And Referrals. Sales & Advisory: Offer In-House Pms And Third-Party Investment Products, Including Mutual Funds, Bonds, Sips, Aifs, Unlisted Shares, Equities, ...

Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Brokerage company Job Title : Relationship Manager (BDRM) - Mutual funds Sales Staring 3 to 6 Months Leads company will provide - Flied Work. Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book(Mutual Funds). Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competenci...

Location - Hyderabad/Bangalore/Chennai/Coimbatore/Pune/Delhi/Kolkata /Nasik Leading Finance Company is hiring for Relationship Manager Roles Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required. Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a se...

We are seeking a dynamic and result-oriented Branch Manager to lead our branch. The ideal candidate will be responsible for branch profitability, operational excellence, customer satisfaction and team performance. You will ensure seamless delivery of banking services while driving sales, managing risk and building strong customer relationships. Job Location: Tuticorin & Nagercoil Role: Branch Manager Experience: Minimum 8 years in Banking Industry Responsibilities: Business and Sales Performance and achieving business targets Operational Excellence Customer Service and Complaint Management Team Leadership & Staff Development Regulatory and Compliance Control Process monitoring & Risk Managem...

Achieve growth and sales targets by effectively managing a team of 10-12 sales professionals Design and execute strategic business plans to expand customer base and market presence Recruit, train, coach and monitor team performance Build and maintain strong client relationships by understanding customer needs Drive cross-sell and up-sell of products beyond core equity offerings Track client activity ratios and ensure productivity Prepare and present sales MIS, revenue reports and forecasts to management Identify new market opportunities, emerging trends and competitor activities Implement national sales programs through field-level action plans Number of Reportees 10 to 12 Reporting To Zonal...

Role & responsibilities o Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. o Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Share CV at 9149271539

Role & responsibilities Organization: Motilal Oswal Financial Services Ltd. Function: Private Wealth / HNI & UHNI Advisory Location: Bengluru , Chennai About the Role Motilal Oswal invites seasoned wealth management professionals to join its Private Wealth Advisory team. This leadership role focuses on managing and expanding relationships with HNI/UHNI clients , delivering holistic wealth solutions across investments, estate planning, and advisory services. Key Responsibilities Manage and grow a high-value portfolio of HNI & UHNI clients through long-term relationship building Deliver comprehensive wealth advisory across: Equity & Debt Markets PMS & AIFs Mutual Funds Structured Products Port...

As the Head of Department for Wealth Profile (Sales) at our company, you will be leading the establishment and growth of our new wealth management division. Your role will involve developing and implementing strategic plans for mutual funds, fixed deposits, and demat services. Your experience in mutual funds, demat services, and fixed deposits, with at least 14+ years in the field, will be crucial in driving the success of this initiative. Key Responsibilities: - Establish and grow our wealth management vertical. - Bring along a dedicated team to drive success. - Develop and implement strategic plans for mutual funds, fixed deposits, and demat services. Qualifications: - Bachelor's degree in...

Role Overview: You will be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them expert financial advice and personalized wealth management solutions. Your role will require a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. Additionally, you will be involved in Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management, Business Analytics, Financial Analysis, and Wealth Management. Key Responsibilities: - Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service ...

Role Overview: As a Wealth Manager at Merits Capital Private Limited, you will play a crucial role in leveraging your existing client base to generate new sales opportunities, develop strategies to achieve sales targets, and build long-term client relationships. Your focus will be on understanding clients' financial needs, providing exceptional service, and staying updated on industry trends to identify growth opportunities. This position requires you to manage client portfolios, conduct market research, and collaborate with internal teams to ensure client satisfaction and organizational goals are met. Key Responsibilities: - Leverage your existing client base to generate new sales opportuni...

Manage & grow relationships with existing clients Acquire new clients through referrals, leads & conduct client meetings & investment presentations. Support growth through mutual fund products & other investment offerings in a compliant manner. Annual bonus Health insurance Performance bonus

Some Careers Open More Doors Than Others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. This job profile provides a broad overview of the Job Personal Financial Consultant The Personal Financial Consultant role is accountable for remotely managing Premier non qualified customers. The role holder will develop, engage, retain and activate clients through the identification of customer needs and opportunities to create deeper and stickier relationships...

7+years of wealth mgmt exp with AMFI/NISM/IRDA, certificate with strong leadership &sales skills &deep product knowledge(MF, PMS, AIF, insurance, banking)& the ability to support RMs, manage MIS, and coordinate with AMCs for business growth in Mumbai

Graduate with at least around 2 plus years experience in Financial Sector Flair for Investment/Finance Sector Must have be comfortable with MS Office and Excel Female with Marketing Background and good com preferred Call or WhatsApp @ 9871374307 Required Candidate profile Matured Professional preferably Females with Insurance or B2C experience are most desired At least 2 years Policy exp in Finance Industry Whatsapp @ 9871374307 Candidates from Delhi NCR and Gurugram

Company Description LVX is India's most trusted private market investment platform, dedicated to empowering founders, investors, and operators with tools for scaling businesses effectively. Through initiatives like LVX Start, LVX Grow, and LVX School, the platform supports startups by facilitating funding, growth, and education for private market investors. With a proven track record of helping over 900 startups raise more than $230M and access to a network of over 14,000 investors and 350 Family Offices and 200 VCs. LVX is a key player in the private investment landscape in India. We're Hiring | Investor Relations - Wealth Managers for Family Offices and UHNI Locations: Delhi Experience: 3+...

As a Wealth Advisory Firm, you will be responsible for managing relationships with an existing portfolio of clients to up-sell and cross-sell various advisory products. Your main focus will be on acquiring new customers. You will handle and manage clients for all sorts of investment needs, generating cross-sell revenue, and conducting 360-degree financial planning through wealth management. **Qualifications Required:** - Previous experience in wealth management or financial advisory services - Strong knowledge of mutual funds and other financial services - Excellent communication and interpersonal skills About Company: You will be working for a wealth advisory firm that specializes in mutual...

As a Financial Fitness Expert at Finnovate, you will play a crucial role in guiding individuals towards making informed financial decisions for their long-term financial well-being. Your responsibilities will include representing Finnovate at conferences, meetings, and industry events to promote financial education, providing expert insights on financial planning, investment strategies, and wealth management tailored to client needs, building strong relationships with clients, staying updated on market trends and regulatory changes, and analyzing financial data to optimize financial plans for better results. Qualifications and Skills: - Strong knowledge of financial planning, investment stra...