13162 Wealth Management Jobs - Page 47

Summary Position Summary Job Description - Strategy & Transactions Strategy (Consultant) At Deloitte Strategy & Transactions (S&T), we don't just advise - we architect the future. Our team is uniquely positioned at the intersection of strategy and execution, empowering clients to tackle their most pressing challenges and unlock transformative growth. We work with C-suite executives, Boards, and business leaders to answer the questions that matter most, from navigating complex M&A and driving digital transformation, to reshaping operating models and unlocking new market opportunities. We are trusted advisors during our clients most critical, high-stakes moments. But we don't stop at client im...

Affluent RM will manage a mapped book of affluent/HNI clients, drive new acquisitions, deliver personalized financial planning, advise on mutual funds and alternative investments, and ensure compliance through strong relationship and sales expertise.

Hiring for Wealth Manager !!!!!! Please find below the Job Description Location - Bengaluru, Chennai, Hyderabad Educational Qualification : PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization Desired Experience: Preferably MBA/Graduate with relevant 3+ years of experience Graduate with relevant experience Prerequisite: Candidates with prior experience in handling B2B channels (Preferably) Job responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds, and LI (In House & 3rd party products) and acquisition of Sub Brokers / DSA /IFA Doing various training programs for partners to train them in various financial produc...

Affluent RM will manage a mapped book of affluent/HNI clients, drive new acquisitions, deliver personalized financial planning, advise on mutual funds and alternative investments, and ensure compliance through strong relationship and sales expertise.

Affluent RM will manage a mapped book of affluent/HNI clients, drive new acquisitions, deliver personalized financial planning, advise on mutual funds and alternative investments, and ensure compliance through strong relationship and sales expertise.

Affluent RM will manage a mapped book of HNI clients, drive new acquisitions, deliver personalized financial planning, advise on mutual funds and alternative investments, and ensure compliance through strong relationship and sales expertise.

To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client

Affluent RM will manage a mapped book of HNI clients, drive new acquisitions, deliver personalized financial planning, advise on mutual funds and alternative investments, and ensure compliance through strong relationship and sales expertise.

Dear Candidates !! Greetings from Muthoot Fincorp Ltd !! Mega Walk In Drive of Relationship Manager / Sr. Relationship Manager -Wealth Job Location s: Delhi NCR Interview Date : 17th-Dec -2025 (Wed) to 19th-Nov-25 (Fri) Interview Timings : 11:00 am - 5:00 pm Interviewer Name : Ms . Eshaa ( HR ) Venue Details :- Muthoot Fincorp Ltd .Innov8 Cp2, Connaught Place 2nd Floor, Property No. 44, Regal Building, Connaught Place, New Delhi - 110001(Near to Rajiv chowk metro station gate no.7) Offered CTC : As per market Standards Minimum Qualifications and Experience: Graduate in any stream. 5 to 8 years experience in BFSI/NBFC sector. B2C and local location experience is must required. Key Responsibil...

To trade on behalf of clients. Responsible for brokerage generation. Cross selling third party products. Graduate / Post Graduate Certification NISM Mandatory Experience: Minimum 2+ Year dealing experience. Must have worked on ODIN software. Required Candidate profile NISM, ODIN, Investment

Profile:-PRM/ERM CTC:- 4-9 LPA Location:- Nellore Grade:- Manager Exp:- 4+ Years Interested once share your cv Regards Kanchan 6269536140 kanchan@planetsolutions4u.com

Job Description: Financial Analyst / Equity & Crypto Trading Specialist Location: Transcom, GGN Sec 30 Department: Customer Support (Finance & Investment) Role Type: Full-time Experience: At least 6 months of relevant exp is mandatory Education: Graduate &undergraduate both can apply. ***TO APPLY:****** Share Resume to 9988265439 ( For Quick Response share CV on WhatsApp ) Role Overview : We are seeking a highly skilled Financial Analyst with strong expertise in cryptocurrency, equity markets, ETFs, mutual funds, wealth management, and trade settlements. The ideal candidate will have hands-on experience in trading, corporate actions, taxation, and investment advisory, along with solid knowle...

Candidate should have sound knowledge of managing a Bank Branch. Should have good knowledge of Banking Operation, HNI Client Acquisition & Management, Exisitng BMs & BOMs can apply. Excellent communication skill reqd. Perks and benefits Annual Performance Bonus

Key Responsibilities: 1.Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP...

Candidate should have sound knowledge of managing wealth of HNI Clients. Should have good knowledge of Mutual Fund, Bonds , Equity and PMS. Individual Profile. Positions are based at Jaipur .Excellent communication skill reqd. Perks and benefits Excellent Incentives

Candidate should have sound knowledge of managing wealth of HNI Clients. Should have good knowledge of Mutual Fund, Bonds , Equity and PMS. Team Management Profile handling Wealth RMs. Exisitng BMs can also apply. Excellent communication skill reqd. Perks and benefits Excellent Incentives

Candidate should have knowledge of New Client Acquisition, Should be existing BSM or RM with 3+ Years experience. Should have sound knowledge of local market and ability to build and lead a team of CASA sales executives. Team Handling Role. Perks and benefits Excellent Incentives

Candidate should have sound knowledge of managing wealth of HNI Clients. Should have good knowledge of Mutual Fund, Bonds , Equity and PMS. Team Management Profile handling Wealth RMs. Exisitng BMs can also apply. Excellent communication skill reqd. Perks and benefits Excellent Incentives

Candidate should have sound knowledge of managing wealth of HNI Clients. Should have good knowledge of Mutual Fund, Bonds , Equity and PMS. Individual Profile. Positions are based across Uttar Pradesh Major Cities.Excellent communication skill reqd. Perks and benefits Excellent Incentives

Key Responsibilities: Placing orders on behalf of customers Providing advisory services- AUM product penetration Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) New Client Acquisition & retention Client Meeting How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Avdhut : 7796426971

Key Responsibilities: 1.Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP...

Job summary, We are hiring enthusiastic and sales driven Wealth Managers to join our growing investment advisory team in Lucknow, The role focuses on acquiring new clients and advising them on diversified portfolio including mutual funds, Insurance Health insurance Accidental insurance

Seeking an experienced Test Manager to lead QA for Wealth Management applications. Strong expertise in test strategy, team management, automation, and wealth modules like KYC, Portfolio, Order Management, Risk & Reporting preferred.

Job Description: Financial Analyst / Equity & Crypto Trading Specialist Location: Transcom, GGN Sec 30 Department: Customer Support (Finance & Investment) Role Type: Full-time Experience: At least 6 months of relevant exp is mandatory Education: Graduate &undergraduate both can apply Role Overview We are seeking a highly skilled Financial Analyst with strong expertise in cryptocurrency, equity markets, ETFs, mutual funds, wealth management, and trade settlements . The ideal candidate will have hands-on experience in trading, corporate actions, taxation, and investment advisory , along with solid knowledge of NISM compliance . This role involves market analysis, trade processing, and supporti...

Mutual Funds, Equity/Taxation/wealth management/ Taxation location: Gurgaon Graduate or under grad with 6 months of exp in Same Profile Salary 23k to 35k ctc Skills: : Fluent Communication Skills 24/7 Shift Call/WhatsApp @ 9643085825(HR Rohit) Perks and benefits both side cab and 5 days a week working