4039 Wealth Management Jobs - Page 50

LearnLux is looking for a Certified Financial Planner or equivilent located in India to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in India to provide them with unbiased, holistic financial guidance. Your extensive financial experience and client-first approach will help employees prepare for and accomplish their personal and financial goals.This role is 100% remote within India and reports to our Global Director of Financial Planning. Key Responsibilities Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more Advise on and adapt the LearnLux methodology to financial planning topics relevant in India Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience Become an expert on our clients benefit plans so you can act as an extension of their team during open enrollment Work with with our content team to create outlines, review lessons and approve content created for the LearnLux digital platform Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events You Should Have CFP (via FPSB India), CFA, NISM certifications for advisors, IRDA for insurance Fluent English - written and spoken Passion for educating individuals to take control and invest in their financial future Have the ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more Nice to haves Startup and/or Fintech experience Experience creating presentations and presenting to large audiences

Client Relationship Management Investment Advisory, Research and Market Analysis, Sales and Business Development Strong knowledge of financial markets and investment products.

Client Relationship Management Investment Advisory, Research and Market Analysis, Sales and Business Development Strong knowledge of financial markets and investment products.

Role & responsibilities Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment.Identify current and potential relationship with additional revenue potential and grow business Generating Incremental BusinessSales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc.Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI RelationshipsIncrease CASA balance in allocated portfolio either through Deepening or AcquisitionDriving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement:Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship valuesFace to the client and First person Responsible for service and sales satisfaction of mapped clients Investment AdvisoryFinancial Planning and Investment Advisory to HNI clientsDriving revenue business to generate fee income through products like mutual funds, investments and insurance Process and AuditEnsure all sales activity is recorded online as per the organizational processCapture and maximize the business opportunity through detailed client profiling as per organizational process

Responsibilities: * Manage HNIs' wealth through portfolio management & investment products sales * Oversee mutual fund operations & MF/AMC compliance * Provide exceptional client service with focus on mutual funds Annual bonus

Roles and Responsibilities Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from NRI segment Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment. Identifies current and potential NRI relationship with additional revenue potential and grow business Completes sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Bank NRI Relationships Deepens relationship to increase CASA balance in allocated portfolio Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Financial Planning and Investment Advisory to NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products Drives revenue business to generate fee income through products like mutual funds, investments and insurance Ensures all sales activity is recorded online as per the organizational process Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024.

Roles and Responsibilities Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from NRI segment Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment. Identifies current and potential NRI relationship with additional revenue potential and grow business Completes sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Bank NRI Relationships Deepens relationship to increase CASA balance in allocated portfolio Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Financial Planning and Investment Advisory to NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products Drives revenue business to generate fee income through products like mutual funds, investments and insurance Ensures all sales activity is recorded online as per the organizational process Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024.

Roles and Responsibilities Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from NRI segment Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment. Identifies current and potential NRI relationship with additional revenue potential and grow business Completes sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Bank NRI Relationships Deepens relationship to increase CASA balance in allocated portfolio Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Financial Planning and Investment Advisory to NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products Drives revenue business to generate fee income through products like mutual funds, investments and insurance Ensures all sales activity is recorded online as per the organizational process Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024.

#EYGDS is actively seeking seasoned Assurance professionals to join our Assurance team As part of our EY-Assurance Team, you would be the main point of contact from GDS for the tasks assigned by the global client serving assurance teams and be responsible for the timeliness and quality of deliverables along with managing day to day operations of those engagements. The opportunity We are looking for individuals who are qualified accountants with excellent leadership skills. The incumbent gets an excellent opportunity to work virtually or directly with the engagement teams across Americas and Europe, and develop knowledge of international accounting and assurance principles Skills and attributes for success Expert knowledge of Indian accounting and assurance standards Knowledge of UK GAAP or US GAAP and International assurance standards is an added advantage. Excellent verbal and written communication skills in English. Effective interpersonal, risk management, facilitation and presentation skills Project management, leadership, coaching, counselling and supervisory skills Ability to spread positive work culture, teaming and live EY values. The ability to quickly form strong working relationship with colleagues in India and global teams. To qualify for the role, you must have Qualified Chartered Accountant (ICAI) with 4.5-5 years of post-qualification relevant experience Qualified ACCA / CPA with 7-8 years of post-qualification experience Knowledge of UK GAAP or US GAAP and International assurance standards is an added advantage MNC or larger Indian companies, preferably within a Shared Service Environment. Big 4 Firms - Indian & Global practice

About the Role Are you a go-getter who thrives in a high-performance lending environment? Were looking for a passionate and driven Sales Head LAS to lead our Loan Against Securities (LAS) vertical. You will own the growth, drive channel partner engagement, and work closely with wealth managers, AMFI partners, and mutual fund distributors to build a powerful distribution network. This is not just a sales job it’s a leadership opportunity to build and scale one of the most innovative lending products in the market. Key Responsibilities Take ownership of LAS business growth in your assigned region. Manage and expand a network of channel partners , wealth managers , and AMFI-registered mutual fund distributors . Develop strategies to activate high-performing DSAs and financial distributors. Drive monthly and quarterly disbursement targets through strong relationship management. Deliver partner training, onboarding, and ongoing support for better conversion. Collaborate with credit, ops, and product teams to ensure a frictionless partner and customer journey. Analyze market trends, competition insights, and partner performance for strategic decisions. What We’re Looking For 4–5 years of strong experience in Loan Against Securities / Wealth Lending / Investment-Backed Loans. Proven track record of managing and scaling partner networks. Prior experience working with AMFI-certified partners, IFAs, and wealth distribution models . Great communicator with strong relationship-building and business negotiation skills. Self-motivated, goal-oriented, and excited to lead with ownership. Preferred Background Candidates from NBFCs, Banks, Fintechs , or Wealth-Tech companies with LAS product exposure. Strong understanding of loan against mutual funds, shares, bonds, and other financial instruments . Why Join Us? Fast-growing fintech ecosystem with a collaborative culture. Freedom to take ownership and lead a business line. Attractive incentives, recognition, and leadership visibility. Opportunity to work with a mission-driven team in a high-impact role.

Job Description Role Overview: As a Wealth Manager at the Hyderabad branch, you will be responsible for acquiring, advising, and managing high-net-worth individual (HNI) clients. The role demands a deep understanding of investment products, relationship management, and financial planning. You will be a trusted advisor to clients and will work closely with internal teams to provide tailored wealth solutions. Key Responsibilities: Acquire new HNI & UHNI clients through networking, referrals, and personal efforts. Build and maintain long-term relationships with clients by providing tailored investment advice and regular portfolio reviews. Offer a wide range of financial products including equity, mutual funds, PMS, AIFs, bonds, insurance, structured products, etc. Conduct risk profiling and financial planning to align client goals with appropriate investment strategies. Maintain and grow Assets Under Management (AUM) and ensure high client retention through superior service and engagement. Stay updated with market trends, economic updates, and investment opportunities. Ensure compliance with internal policies and SEBI regulations in all client interactions and transactions.

Wealth Management - Internship - 6 no's ( Noida ) Key responsibilities: 1) Work on Equity, Capital Markets & Research related along with Tele Calling and Sales related learning 2) Create Financial modelling for investors to find profitable investments. 3) Closely work with the Sales and Customer Care Team 4) Recommend individual investments. 5) Assess the performance of Stocks, Investments & Bonds. Intern Duration: 3 to 6 months Qualification: MBA in any discipline (Fresher only) Location: Noida Stipend: 5,000.00 per month Note: * Direct Interview (No Virtual Interview) * Work from Office Only Only Local Candidates shall apply (Delhi NCR Region) Interested Candidate shall share your Resume to 93110 85557 by only whatsapp. (No Calls)

Be Part of a Transformation: Work with a company that is pioneering wealth management solutions in India. Drive Impact: Play a critical role in enhancing the performance and efficiency of a key business channel. Collaborate and Innovate : Be part of a vibrant culture that values teamwork, innovation, and professional growth. Empower Financial Futures: Contribute to building meaningful financial outcomes for clients, shaping their wealth and life goals. Grow with Us : Join a growing organization that values your skills, ideas, and career aspirations. Candidate Profile Experience : 7+ years in wealth management or related roles, including team management experience. Qualifications : Bachelors degree (Finance/Economics preferred); advanced certifications like CFP/CFA Level 2 or 3 (preferred). Role Summary The Senior Relationship Manager oversees client portfolios and team performance, ensuring the delivery of exceptional financial guidance while driving business growth. This role involves managing high-value clients, mentoring Junior and Trainee RMs, and contributing to strategic initiatives. Key Responsibilities Client Portfolio Management Act as the primary advisor for a portfolio of high-net-worth clients, delivering personalized financial solutions. Conduct in-depth financial planning and asset allocation aligned with clients' long-term goals. Address complex client scenarios, including market downturns and challenging situations. Team Leadership Mentor and guide Junior and Trainee RMs, fostering a culture of continuous learning and excellence. Ensure team adherence to Scripboxs standards of reliability, credibility, and client intimacy. Provide feedback and conduct regular performance reviews for team members. Business Growth Strategy Drive growth in Net AUA by increasing SOW with existing clients and acquiring referrals. Lead initiatives to enhance client experience and operational efficiency. Represent Scripbox at industry events, thought leadership forums, and client gatherings. Skills Competencies Deep expertise in financial planning, market dynamics, and client servicing. Proven leadership and team management capabilities. High emotional intelligence, empathy, and the ability to build trust with clients and team members. Strategic mindset with a focus on business development and operational excellence. Growth Path Opportunities to advance into Regional Manager or leadership roles in Scripboxs wealth management division.

Reports to : Head of Client Relationships Experience : minimum 10 to 12 years in wealth management or high-touch client advisory Role Overview As a Team Leader , you will be responsible for owning and growing a book of high-value clients, while also leading a team of Relationship Managers. Youll combine personal client advisory with business people leadership - mentoring your team, enforcing Scripboxs client-centric philosophy, driving growth for your team and ensuring consistent delivery of world-class service. Key Responsibilities Client Leadership Personally manage a portfolio of high-value clients, offering tailored advice and long-term planning solutions. Act as a senior advisor and escalation point within the team for complex client needs. Collaborate with the investment and research teams to deliver optimal client outcomes. Business leadership Drive growth of your team as a business unit. Identify opportunities and run growth experiments in consultation with Head of Client Relationships Collaborate with client experience new client acquisition teams to achieve growth objectives Team Management Team Coaching Lead, mentor, and develop a team comprising RMs of different experience levels. Conduct regular review sessions, skill training, and pipeline planning. Foster a high-performance, client-obsessed culture within the team. Process and Discipline Ensure that the team follows advisory frameworks, SOPs, and internal service standards. Drive usage of CRM tools and uphold data discipline. Monitor activity metrics, client satisfaction, and revenue outcomes for the pod. Compliance and Ethics Be a champion of the Scripbox way of working with clients. Uphold Scripboxs standards of fiduciary responsibility and compliance. Serve as the first line of oversight on risk, suitability, and advisory practices within the team. Ensure adherence to SEBI/SEBI-RIA norms and internal compliance protocols. Ideal Profile 10 to 12 years of experience in wealth management, premium banking, or family office advisory. Proven track record of managing high-value clients with high levels of trust and personalization. Experience mentoring or managing team members. Strong financial acumen and ability to simplify complex concepts for clients. High emotional intelligence, ownership mindset, and a natural team builder. What Youll Get Business ownership within a modern, empowered-team-based wealth management structure. A supportive yet empowered culture focused on growth - for you, your team, and your clients. Direct influence on the evolution of advisory excellence in India.

About Yubi Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the worlds possibility platform for the discovery, investment, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans – Term loans and working capital solutions for enterprises. Yubi Invest – Bond issuance and investments for institutional and retail participants. Yubi Pool – End-to-end securitisations and portfolio buyouts. Yubi Flow – A supply chain platform that offers trade financing solutions. Yubi Co.Lend – For banks and NBFCs for co-lending partnerships. Currently, we have boarded over 4000+ corporates, 350+ investors and have facilitated debt volumes of over INR. 40,000 crore. Backed by marquee investors like Insight Partners, B Capital Group, Dragoneer, Sequoia Capital, LightSpeed and Lightrock, we are the only-of-its-kind debt platform globally, revolutionising the segment. At Yubi, People are at the core of the business and our most valuable assets. Yubi is constantly growing, with 650+ like-minded individuals today, who are changing the way people perceive debt. We are a fun bunch who are highly motivated and driven to create a purposeful impact. Come, join the club to be a part of our epic growth story. The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the first point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. About the Job: The Wealth Manager at Yubi Markets is the ultimate face of the business as (s) he is going to be the first point of contact with the client. (S)he would be responsible for acquiring channel partners, IFA/MFD’s and managing & retaining such relationships by delivering the best standards of services. Roles & responsibilities: To acquire, build and maintain strong relationships with IFA, MFD & RIA’s To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCD’s PTCs, etc. To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To achieve revenue targets and contribute to the overall growth of the wealth management business. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. To conduct and assist in organizing seminars, workshops and other business development activities. Key Requirements: Graduate or Master’s Degree in finance, business administration, or a related field preferred with prior experience working in a Wealth Management set up. Should have a proven track record of building and managing relationships with Channel Partners (IFA/MFD/RIA) minimum of 3 years. Should have a strong understanding of wealth management products, Debentures, AIFs, PMS, MF etc. Strong communication sales and a track record of achieving targets and achieving incentives. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage. Benefits We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age.

Build and maintain strong relationships with HNI / Ultra HNI clients by understanding their financial goals, risk tolerance, and investment preferences. Conduct comprehensive economic and financial assessments to identify areas for client portfolio improvement and growth. Develop personalised financial plans and investment strategies aligned with client objectives and risk appetite. Recommend appropriate investment products, such as equities, bonds, mutual funds, and alternative investments, based on in-depth market research and analysis. Monitor and regularly review investment portfolios, making adjustments as necessary based on market dynamics and client needs. Provide clients with ongoing, proactive financial advice and wealth management solutions, addressing queries promptly. Collaborate with internal departments to deliver comprehensive financial solutions. Contribute to the companys financial goals through high-quality, personalised financial planning services. Stay informed on market trends, regulatory developments, and economic updates to provide accurate, up-to-date guidance to clients.

Job description Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024.

Job description Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024.

Role & responsibilities Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024.

Job Title: Sales Coordinator Wealth Management Location: Lower Parel, Mumbai Experience: Minimum 2 years in sales coordination or similar roles Salary: 45, 000 50, 000 per month Industry: Wealth Management / Financial Services Employment Type: Full-time, Work from Office CANDIDATE MUST HAVE EXPERIENCE IN SALES/CRM IN A WEALTH MANAGEMENT OR FINANCIAL SERVICE PROVIDING COMPANY! Key Responsibilities: Coordinate with sales and advisory teams to manage client onboarding, documentation, and follow-ups Track leads, maintain CRM data, and ensure timely communication with prospects and clients Prepare sales reports, MIS, and assist in proposal generation and client presentations Liaise with internal departments (operations, compliance, marketing) to ensure smooth execution of sales processes Support relationship managers in client servicing and post-sales engagement Candidate Profile: Proven experience as a Sales Coordinator, BDE, BDA, Sales Executive, or Sales Assistant in the wealth management or financial services sector Strong communication and coordination skills Proficiency in MS Office and CRM tools Ability to multitask and manage timelines in a fast-paced environment Graduate degree required; finance background preferred Why Join Us: Work with a reputed wealth management firm in a prime Mumbai location Opportunity to grow within a high-performance sales environment Competitive compensation and performance-linked incentives

Your role: Are you passionate about developing high-quality and robust software applicationsDo you like to be challenged and encouraged to learn and grow professionally We are seeking a talented and experienced Microsoft Power Apps developer to join our Marketing Automation development team to : Work closely with cross-functional teams to understand business needs and deliver innovative solutions using Power Apps, D365 and Azure services Use their extensive hands-on development experience of Power Apps to enhance our applications Be able to integrate PowerApps solutions with other Azure resources /applications (on-premises, or Azure) Join our team and contribute to the development of innovative and cutting-edge solutions Power Apps and other associated technologies Your expertise: Bachelors degree in Computer Science, Engineering, or a related field 8-12 years experience as a Microsoft Power Apps developer Solid understanding of software development principles, design patterns, and best practices Strong analytical and problem-solving skills, with a keen attention to detail Excellent communication and collaboration skills, with the ability to work effectively in a team environment Familiarity with Microsoft Dynamics 365 Sales module is a plus UBS is the world s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. .

Your role: Are you passionate about developing high-quality and robust software applicationsDo you like to be challenged and encouraged to learn and grow professionally We are seeking a talented and experienced technical analyst to join our Marketing Automation development team to : Work closely with cross-functional teams to understand business needs and design appropriate technical solutions Identify and document the APIs and implementation patterns that will be used to integrate different systems Contribute to and manage the Software Architecture Document and other artifacts that describe the integrations Communicate effectively to the different stakeholders the chosen design patterns and the APIs Join our team and contribute to the development of innovative and cutting-edge solutions using D365 technologies and Azure cloud services Your expertise: Bachelors degree in Computer Science, Engineering, or a related field 8-12 years experience as a technical analyst / architect Familiarity with Microsoft Azure and ideally Dynamics 365 Sales and Customer Insights platforms or the Adobe Experience Platform Solid understanding of software development principles, design patterns, and best practices Strong analytical and problem-solving skills, with a keen attention to detail Excellent communication and collaboration skills, with the ability to work effectively in a team environment UBS is the world s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. .

Some careers shine brighter than others. If you re looking for a career that will help you stand out, join HSBC and fulfil your potential. 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. HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. We are currently seeking an experienced professional to join our team in the role of Senior Consultant Specialist In this role, you will: Produce a well-defined project plan, identifying the key milestones by assigning responsibilities & resources. Create a detailed project plan capturing low level activities and assigning owners, tracking the progress closely. Provides timely reports on project status. Identify risks/issues/dependencies as they arise throughout the project lifecycle and escalate them in the appropriate governance forums with proper mitigation plan. Maintains project change control, ensuring any changes to baseline are managed through change request. Collaborates and builds positive stakeholder relationships providing regular updates, obtains buy-in from all project stakeholders encompassing key project activities. Promotes and takes accountability for project quality; identifies opportunities to improve delivery. Manages Change Adoption to ensure the change lands well and sticks, contributing to benefits realization. Analyses management reports and derives insights from it to drive the right business decisions. Drive project discussions autonomously towards logical conclusion. Drives project governance / assurance activities (e. g. Non-Financial Risk assessment, Data control, product approvals etc. ) with business, legal, regulatory compliance, financial crime risk teams etc. Coordinate with internal and external third-party vendors for flawless execution of project. Escalate the risks to project delivery, budget, resourcing gaps with mitigation plan in relevant governance forums. Requirements To be successful in this role, you should meet the following requirements: Knowledge & Experience: 12+ years of experience in project management in the banking and financial institutions. In depth understanding of the project lifecycle. Proficient in change adoption techniques. In depth knowledge and experience of project execution in agile framework with extensive hands-on experience in tools such as Clarity/ JIRA/ MS Project/ confluence etc. Experience in executing projects/ programme for Avaloq wealth management suite. parameterizing and maintaining business IT solutions in Avaloq. Defining the access controls in Avaloq. Exposure to Financial Planning and Insurance domain project execution Experience with Wealth Management or Investment Banking or Banking Operations project execution Experience in Capital Markets (Equities, Bonds/ Fixed income. Mutual funds, Futures and options, structured product etc. ) project execution Exposure to trade settlement life cycle, Data mapping, trade reports and statements project execution Ability to analyze and comprehend the regulatory requirements and assess their impact on the business processes Ability to interact and influence senior stakeholders to drive decisions in achieving desired project outcome. Problem solving ability with adherence to stringent timelines in fast paced environment. Experience in project tracking (setting up project plan, managing risk and issue log, tollgates, reporting and governance) Outstanding communication and interpersonal skills. Proficient in financial and budget management. Driving consistency & lead team/s by sharing best practices around how complex & multi market projects are defined, managed, and monitored. What additional skills will be good to have PMP / Prince 2 / MSP/ PgMP/ Leading SAFe Certifications You ll achieve more when you join HSBC.

Job description To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book Provide clarity of business objectives to the mapped RMs Monitoring sales and service processes of the RMs Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, Priority and Burgundy Manage and control attrition in the NTB and ETB mapped book of the RMs Increase the liability book size of NTB and ETB customers mapped to the reporting RMs Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process To enhance and retain customer profitability by capturing larger share of wallet Ensure all customers are accurately profiled Ensure right products and investment advisory services are provided to the customers by the mapped RMs Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests Recruitment and training of the relationship management team Ensure timely certifications for all mapped RMs Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc. and help generate business from the mapped book of the RMs To assist RMs to accelerate NTB acquisitions by help building referrals and pipeline for new accounts Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024

About Yubi Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the worlds possibility platform for the discovery, investment, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans – Term loans and working capital solutions for enterprises. Yubi Invest – Bond issuance and investments for institutional and retail participants. Yubi Pool – End-to-end securitisations and portfolio buyouts. Yubi Flow – A supply chain platform that offers trade financing solutions. Yubi Co.Lend – For banks and NBFCs for co-lending partnerships. Currently, we have boarded over 4000+ corporates, 350+ investors and have facilitated debt volumes of over INR. 40,000 crore. Backed by marquee investors like Insight Partners, B Capital Group, Dragoneer, Sequoia Capital, LightSpeed and Lightrock, we are the only-of-its-kind debt platform globally, revolutionising the segment. At Yubi, People are at the core of the business and our most valuable assets. Yubi is constantly growing, with 650+ like-minded individuals today, who are changing the way people perceive debt. We are a fun bunch who are highly motivated and driven to create a purposeful impact. Come, join the club to be a part of our epic growth story. The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the first point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. About the Job: The Wealth Manager at Yubi Markets is the ultimate face of the business as (s) he is going to be the first point of contact with the client. (S)he would be responsible for acquiring channel partners, IFA/MFD’s and managing & retaining such relationships by delivering the best standards of services. Roles & responsibilities: To acquire, build and maintain strong relationships with IFA, MFD & RIA’s To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCD’s PTCs, etc. To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To achieve revenue targets and contribute to the overall growth of the wealth management business. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. To conduct and assist in organizing seminars, workshops and other business development activities. Key Requirements: Graduate or Master’s Degree in finance, business administration, or a related field preferred with prior experience working in a Wealth Management set up. Should have a proven track record of building and managing relationships with Channel Partners (IFA/MFD/RIA) minimum of 3 years. Should have a strong understanding of wealth management products, Debentures, AIFs, PMS, MF etc. Strong communication sales and a track record of achieving targets and achieving incentives. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage. Benefits We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age.