7681 Wealth Management Jobs - Page 49

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have experience into Trading and Order Punching Qualifications:Post Graduation Exp- 3+ Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs &...

Build and manage strong client relationships (HNI/UHNI/corporates) Provide wealth management & investment solutions (Equity, MF, PMS, bonds, etc.) Offer corporate financial planning (succession, retirement, employee benefits) HR-Priyanka 86383 30959 Required Candidate profile Look for candidates from Wealth Channel" Strong product knowledge (Equity, MF, PMS, Bonds). Good communication & client relationship skills. Candidate should move a minimum book size of 20 cr

*Developed new and Existing High Net worth (HNI) Customer relationships for priority business. *Generate business actions across liabilities, assets, and fee products. *Implement a sales plan to acquire new HNI clients and increase the customer base. Required Candidate profile *Strong expertise in portfolio handling of big HNI customers. *Aptitude to deliver high-quality customer service using organizational/interpersonal skills. *NISM/IRDA/AMFI can be strongly preferred.

To ensure that the daily P & L is accurately reported in compliance with applicable policies. To ensure that all relevant controls are adhered to To ensure that the relevant P&L and Balance sheet positions are correctly reported at month end and that the applicable reconciliations have been completed and all issues identified are resolved. Analysing PnL attribution and providing commentary on P&L as well as flash v/s actual variance reported To coordinate the completion and delivery of the tasks allocated to the team Discussing various KRI/KPI s with onshore stakeholders as well as the local management Involvement in UAT testing for various system enhancements or other change initiatives To ...

Treasury ALM Associate will form part of the Global Asset Liability (ALM) Team, supporting the development and implementation of the firms ALM framework, with particular focus on Funds Transfer Pricing (FTP) methodologies and Interest Rate Risk in Banking Book (IRRBB) analytics. This role offers exposure to critical balance sheet management activities and the opportunity to work with sophisticated analytical tools and methodologies. Support ongoing development and documentation of the FTP framework and methodology Assist in communication on FTP approaches and changes to business stakeholders Help respond to methodologyrelated queries Support periodic review of global Treasury P&L to assess c...

The Treasury ALM Associate will form part of the Global Asset Liability (ALM) Team, supporting the development and implementation of the firms ALM framework, with particular focus on Funds Transfer Pricing (FTP) methodologies and Interest Rate Risk in Banking Book (IRRBB) analytics. This role offers exposure to critical balance sheet management activities and the opportunity to work with sophisticated analytical tools and methodologies. IRRBB monitoring and reporting to multiple regulators (JFSA, MAS, PRA, EBA and BaFin) Building and enhancing IRR models to conduct sensitivity analysis and stress testing NII, EVE and repricing Support development of potential hedging strategies including ass...

We are seeking a dynamic individual to join the Business Advisory team, based in Powai, partnering with the Global GM team The individual will work closely with the EMEA and US regional stakeholder and Global GM CAO team. They will support the global requirements for GM business Publishing Management reports for Global GM Business heads, CEO s and CAO s with analysis of Daily, MTD & YTD P&L. Delivering on the adhoc requests within the stringent timeliness and maintaining high level of accuracy. Maintain ongoing collaboration with the GM CAO, Strategy team, providing crucial support in product performance analysis and looking at global and regional performance. Conduct indepth analysis of rev...

Support T+1 sign off process Analysis of data, resolution of breaks and cleanup of existing data. Implement data quality processes around all data inputs and outputs to and from Risk Management systems Experience in understanding & developing targetoperating models aligned with the Business. Supervisory controls and governance. Produce weekly Management updates & key metrics Active participation in implementation of regulatory deliverables like BSBS239, FRTB etc. Mind Set: Mandatory Desired Domain Understanding of Market Risk and risk measures like VaR, IRC, SVaR etc. Understanding of financial products Proficient in writing SQL/oracle queries and VBA macros. Proficiency in Business analysis...

The Lead Software Engineer in the FTT AI & Digital Transformation group is responsible for designing, developing, and implementing cutting-edge generative AI tools-based products. These products are tailored for internal use, primarily benefiting sales and distribution teams as well as Operations teams. The engineer will collaborate closely with cross-functional teams to understand user needs, translate these requirements into technical specifications, and ensure that the solutions developed are scalable, efficient, and user-friendly. Moreover, the engineer will be at the forefront of integrating advanced AI methodologies into practical applications, driving innovation and enhancing operatio...

Professional development growth opportunities through in-house classes and over 150 Web-based training courses An educational assistance program to financially help employees seeking continuing education Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee s dependents (spouses, children and dependent parents) Life insurance for protection of employees families Personal accident insurance for protection of employees and their families Personal loan assistance Employee Stock Investment Plan (ESIP) 12 weeks Paternity leave Onsite fitness center, recreation center, and cafeteria Transport facility Child day care facility for women employees ...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Experience: 7+ years Skills: Techno-Functional BA Location: Pune Working Mode: Hybrid, 3 days a week from Office Domain: Banking Notice Period: Immediate Must Have: Business Analyst & Data Analysis with Any BFS domain or Wealth Management experience and good in Oracle PL/SQL querying databases. Job Description: Sr Business Functional Analyst captures and documents requirements, analyses the impact of changes and supports the business throughout the implementation process. They are required to understand the business requirements and map the same to system functionalities and having technical experience in Oracle PL/SQL querying databases. Overall 7+ years of Experience Exposure to working wi...

Arhamwealth - Online Stock Trading and Investing Platform for India | Fast & Secure Paperless KYC | Arham Wealth Management pvt. ltd. Full-Time Majura Gate, Surat, Gujarat 2 - 3 Years No. of Vacancy Customer Support Roles & Responsibility: Responsible for ensuring that all customers inquiries are handled on timely manner. Directly deals with customers face-to-face, or by telephone, handle follow up calls /escalations hard calls when required. Candidates should handle stocks related queries on Calls, Chat and Email. Handle clerical duties which includes courier work, filling up paperwork, doing checks on credit references as well as liaising with other departments. Provide back-up support to ...

Wealth Management, High net individual handling, Corporate client handling Job Description : Comprehensive Analysis & Review of Clients Insurance Portfolio Undertaking Risk Inspections & effecting maximization of Insurance Cover Designing of insurance policies based on detailed analysis of the Clients Portfolio Suggesting effecting measures for Loss Minimization Negotiating the most competitive rates with Insurers Providing Total Management of Clients Insurance Portfolio

The Team Lead Product Development leads a team of Software Engineers, Software Solution Architects and QA Engineers. He/she is responsible for and coordinates the development and maintenance of critical business applications for the fund and banking industry in an agile environment, with a focus on investment account management / tax functionalities. The position includes functional and technical coordination with other areas such as Product Management, Support and Operations. The operational and consistent implementation of corporate and divisional goals, as well as the continuous development and promotion of employees in their own team are the main tasks of the Team Lead Product Developmen...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having an AUM => INR 20 Million through need-based approach” and ensure client ...

Role & responsibilities 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. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Direct Responsibilities : Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : • To acquire new clients and activate them with asset collectio...

1) Manage ,Monitor, Motivate and lead the team. 2) Ensure Business & Regulatory policy adherence by the team / self. 3) Assist the recruitment deficit of the team to complete it within required timeline. 4) Maintain business data and present to the Management in a timely manner. 5) Review all business teams regularly. 6) Ensure adherence to Compliance & Human Resources policy by the team / self. a) Strong Relationship Management skills. b) Excellent understanding of Indian Market and trading strategies. c) Ability to build and lead large teams with demonstrated track record of leadership skills. d) Digital mind-set to lead & motivate the team in-order to achieve higher market share. e) Exper...

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. 1. Should be from Equity Broking Industry with minimum of 2 years of experience. 2. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. 3. Experience...

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Equity Broking Products, Investment products like Mutual Funds, PMS, AIF and Insurance. 3) Develop, forecasts, financial objectives, and business plans 4) Meet business - targets, goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company. Experience : 1)Minimum 5 Years of experience as an existing Branch Manager Asst Branch M...

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. 7)Candidates with Min 5-8 Yrs having deep knowledge of MF, PMS and other Equi...

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without comp...