13162 Wealth Management Jobs - Page 48

Job description Responsible for growing revenues of broking, lending products, Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF Perks and benefits Attractive incentives Health and life insurance

Responsibilities: Manage existing client relationships Identify new business opportunities through cross-selling and upselling Meet sales targets through insurance products Call to 8129804481 WhatsApp resume

Role & responsibilities Aquisition of new clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from preferred clients. Preferred candidate profile Minimum 5 years experience handling HNI Client Acquisitions and Relationship Management & service. Regards, Sandipa 7980475998

Role & responsibilities Wealth Relationship Manager - HNI Sales | B2C Sales | Kolkata | Upto 20-23L Should have prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 50 Lakhs and above. Preferred candidate profile Responsible for bringing their existing HNI/UHNI clients and building a strong client book Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients. Regards, Sandipa 7980475998

A significant responsibility is to develop, nurture channel partner networks and deliver significant throughput from the same. Additionally, the role holder is responsible for leading a team of 4 - 5 sales managers and, guiding them to achieve set targets in line with the segment s business plans. As a team leader, the incumbent is an essential facilitator in all client interactions and negotiations conducted by the team of sales managers. The incumbent is expected to be a brand representative and support the team in all client interactions and negotiation process. Key Responsibilities: Implement and execute strategies to achieve sales targets and close deals. Develop and maintain a robust s...

The opportunity Consultant-FS-TAX-TAX - GCR - Global Compliance & Reporting - Mumbai FS Finance fuels our lives. Banking, Insurance and Wealth management, create the foundations for growth, prosperity and peace of mind. No other Industry touches so many people or shapes so many lives. Amid sweeping regulatory change, today s financial services institutions are focusing on digital transformation, convergence and disruption from an array of nontraditional competitors all while meeting greater demands for trust and transparency. To address this delicate balance of issues, our competent team of business strategists, technologists and industry leaders bring fresh thinking and sector knowledge acr...

The opportunity Associate Consultant-FS-Business Consulting Risk-CNS - Risk - Process & Controls - Mumbai FS Finance fuels our lives. Banking, Insurance and Wealth management, create the foundations for growth, prosperity and peace of mind. No other Industry touches so many people or shapes so many lives. Amid sweeping regulatory change, today s financial services institutions are focusing on digital transformation, convergence and disruption from an array of nontraditional competitors all while meeting greater demands for trust and transparency. To address this delicate balance of issues, our competent team of business strategists, technologists and industry leaders bring fresh thinking and...

The opportunity Associate Consultant-FS-Business Consulting Risk-CNS - Risk - Process & Controls - Mumbai FS Finance fuels our lives. Banking, Insurance and Wealth management, create the foundations for growth, prosperity and peace of mind. No other Industry touches so many people or shapes so many lives. Amid sweeping regulatory change, today s financial services institutions are focusing on digital transformation, convergence and disruption from an array of nontraditional competitors all while meeting greater demands for trust and transparency. To address this delicate balance of issues, our competent team of business strategists, technologists and industry leaders bring fresh thinking and...

The opportunity Consultant-FS-Business Consulting Risk-CNS - Risk - Process & Controls - Mumbai FS Finance fuels our lives. Banking, Insurance and Wealth management, create the foundations for growth, prosperity and peace of mind. No other Industry touches so many people or shapes so many lives. Amid sweeping regulatory change, today s financial services institutions are focusing on digital transformation, convergence and disruption from an array of nontraditional competitors all while meeting greater demands for trust and transparency. To address this delicate balance of issues, our competent team of business strategists, technologists and industry leaders bring fresh thinking and sector kn...

The opportunity Consultant-FS-Business Consulting Risk-CNS - RISK - PROCESS & CONTROLS - Mumbai FS Finance fuels our lives. Banking, Insurance and Wealth management, create the foundations for growth, prosperity and peace of mind. No other Industry touches so many people or shapes so many lives. Amid sweeping regulatory change, today s financial services institutions are focusing on digital transformation, convergence and disruption from an array of nontraditional competitors all while meeting greater demands for trust and transparency. To address this delicate balance of issues, our competent team of business strategists, technologists and industry leaders bring fresh thinking and sector kn...

The opportunity Senior Consultant-FS-Business Consulting Risk-CNS - RISK - PROCESS & CONTROLS - Mumbai FS Finance fuels our lives. Banking, Insurance and Wealth management, create the foundations for growth, prosperity and peace of mind. No other Industry touches so many people or shapes so many lives. Amid sweeping regulatory change, today s financial services institutions are focusing on digital transformation, convergence and disruption from an array of nontraditional competitors all while meeting greater demands for trust and transparency. To address this delicate balance of issues, our competent team of business strategists, technologists and industry leaders bring fresh thinking and se...

The opportunity Associate Consultant-FS-Business Consulting Risk-CNS - Risk - Process & Controls - Mumbai FS Finance fuels our lives. Banking, Insurance and Wealth management, create the foundations for growth, prosperity and peace of mind. No other Industry touches so many people or shapes so many lives. Amid sweeping regulatory change, today s financial services institutions are focusing on digital transformation, convergence and disruption from an array of nontraditional competitors all while meeting greater demands for trust and transparency. To address this delicate balance of issues, our competent team of business strategists, technologists and industry leaders bring fresh thinking and...

The opportunity Senior Consultant-FS-Tech Consulting-CNS - TC - Technology Strategy & Transformation - Hyderabad FS Finance fuels our lives. Banking, Insurance and Wealth management, create the foundations for growth, prosperity and peace of mind. No other Industry touches so many people or shapes so many lives. Amid sweeping regulatory change, today s financial services institutions are focusing on digital transformation, convergence and disruption from an array of nontraditional competitors all while meeting greater demands for trust and transparency. To address this delicate balance of issues, our competent team of business strategists, technologists and industry leaders bring fresh think...

Job Title: Client Services Analyst Job Code: 11793 Country: India City: Mumbai Skill Category: Operations Description: Nomura Overview: Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting kets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global kets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, v...

Position: RM/SRM Department: Banca Location :Punjab CTC: 2.50 TO 3.50 Role -Sit in bank and Cross Sales life insurance. Hdfc Bank / Axis Bank All Punjab locations

Roles and Responsibility Develop and implement comprehensive investment strategies for clients. Conduct thorough analysis of client financial situations and goals. Provide expert advice on investment products and services. Build and maintain strong relationships with clients and stakeholders. Stay up-to-date with market trends and regulatory changes. Collaborate with internal teams to ensure seamless delivery of services. Job Requirements Proven experience in investment counseling or a related field. Strong knowledge of investment products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and prob...

Roles and Responsibility Develop and implement comprehensive investment strategies for clients. Conduct thorough analysis of client financial situations and goals. Provide expert advice on investment products and services. Build and maintain strong relationships with clients and stakeholders. Stay up-to-date with market trends and regulatory changes. Collaborate with internal teams to ensure seamless delivery of services. Job Requirements Proven experience in investment counseling or a related field. Strong knowledge of investment products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and prob...

Roles and Responsibility Develop and implement comprehensive financial plans for clients, including investment strategies and portfolio management. Conduct thorough analysis of client financial data to identify areas of risk and opportunity. Provide expert advice on investment products, such as stocks, bonds, and alternative investments. Build and maintain strong relationships with clients, understanding their financial goals and objectives. Stay up-to-date with market trends and regulatory changes affecting investments. Collaborate with other professionals to ensure seamless delivery of services to clients. Job Requirements Proven experience in investment counseling or a related field, with...

Roles and Responsibility Develop and maintain strong relationships with Non-Resident Indian (NRI) clients to understand their financial goals and provide tailored investment solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services to NRI clients. Provide exceptional customer service and support to NRI clients, addressing their queries and concerns promptly. Stay updated on market trends and regulatory changes affecting NRI investments. Build and maintain a network of contacts within the NRI community to promote our brand and services. Job Req...

Roles and Responsibility Develop and implement comprehensive financial plans for clients, including investment strategies and portfolio management. Conduct thorough analysis of client financial data to identify areas of risk and opportunity. Provide expert advice on investment products, such as stocks, bonds, and alternative investments. Build and maintain strong relationships with clients, understanding their financial goals and objectives. Stay up-to-date with market trends and regulatory changes affecting investments. Collaborate with other professionals to ensure seamless delivery of services to clients. Job Requirements Proven experience in investment counseling or a related field, with...

Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow the existing client base through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Provide exceptional customer service and promptly resolve client complaints. Analyze market trends and competitor activity to stay ahead in the industry. Build and maintain a strong network of contacts within the community to promote the company's brand. Job Requirements Proven experience as a Branch Relationship Manager or in a related field. Str...

Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow the existing client base through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Provide exceptional customer service and promptly resolve client complaints. Analyze market trends and competitor activity to stay ahead in the industry. Build and maintain a strong network of contacts within the community to promote the company's brand. Job Requirements Proven experience as a Branch Relationship Manager or in a related field. Str...

Position: RM/SRM Department: Banca Location :Punjab CTC: 2.50 TO 3.50 Role -Sit in bank and Cross Sales life insurance. Hdfc Bank / Axis Bank All Punjab locations

As a Financial Planner & Relationship Manager at our company, you will play a crucial role in developing personalized financial plans and providing valuable advice to clients. Your responsibilities will include: - Developing personalized financial plans - Advising clients on retirement planning - Offering tax-efficient investment strategies - Assessing clients' financial situations - Recommending investment opportunities - Managing client relationships - Providing ongoing financial advice To excel in this role, you should possess the following qualifications: - Expertise in Financial Planning and Personal Financial Planning - Certified Financial Planner credentials - Knowledgeable in Finance...

Roles and Responsibility Develop and implement comprehensive investment strategies for clients. Conduct thorough analysis of client financial situations and goals. Provide expert advice on investment products and services. Build and maintain strong relationships with clients and stakeholders. Stay up-to-date with market trends and regulatory changes. Collaborate with internal teams to ensure seamless delivery of services. Job Requirements Proven experience in investment counseling or a related field. Strong knowledge of investment products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and prob...