13162 Wealth Management Jobs - Page 50

Proven track record in new client acquisition and wallet share development.Strong sales and negotiation skills with ability to close high-ticket deals.Adequate knowledge of Mutual Funds, Insurance, and Capital Markets. and otherfinancial products.

Job Title: Team Leader Mutual Funds Location: Bangalore Department: Operations Key Responsibilities: Candidate should have knowledge on mutual funds. Ensure adherence to SLAs, KPIs, and quality benchmarks. Lead, mentor, and manage a team of agents to achieve individual and team goals. • Collaborate with clients to understand business requirements and ensure service delivery expectations are met. • Drive continuous improvement initiatives focused on productivity, efficiency, and customer experience. Generate and present operational performance reports to senior management and clients. Ensure strict compliance with company policies, data protection protocols, and industry regulations. Qualific...

Relationship Manager responsible for acquiring and managing HNI clients, offering multi-asset investment advisory, selling wealth products, ensuring portfolio planning, maintaining strong client relationships, and supporting BD activities.

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, 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 Business. 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 Yes FIRST HNI Relationships Inc...

Fastest Growing Wealth & Portfolio Management / Advisory Company is Hiring CLUSTER HEAD- ACROSS INDIA Call on : 9954786204 / 8859766816 / 941250851 / 8755187878 send cv on rm@contactxindia.com nidhi@contactxindia.com Role & responsibilities A Cluster Head for investment advisory leads sales/wealth teams, drives AUM/revenue growth (HNI/UHNI clients), manages team performance, ensures regulatory compliance, and expands client/IFA networks across a designated region . The JD emphasizes leadership, sales execution, and client acquisition/retention strategies. K ey responsibilities & requirements for an investment advisory cluster head: Business Growth : Execute cluster-level plans for sales, AUM...

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, 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 Business. 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 Yes FIRST HNI Relationships Inc...

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, 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 Business. 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 Yes FIRST HNI Relationships Inc...

Good day !! Hiring for Business Development Executive & Relationship manager-Current Account Location: Banjara Hills Job responsibilities : Financial Responsibilities : Acquisition of CASA & liabilities a/c from cold calling, market reference. Non-Financial Responsibilities : Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. Responsible for acquiring new customers through multiple channels campaigns, branch walk ins, referrals from existing customers, through in...

Role & responsibilities : Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while maintaining and nurturing long-term relationships with existing clients. Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement PCG Advisory Dealer Must hav...

Roles and responsibilities 4+ years of experience in Investment banking, Wealth management, Mutual funds transaction processing or portfolio management, ideally handling complex or high-sensitivity accounts. Strong analytical and problem-solving skills, with a proven ability to identify discrepancies, resolve exceptions, and maintain high levels of accuracy. Excellent communication and collaboration skills, with experience working cross-functionally to resolve issues and manage transaction workflows effectively. Detail-oriented with knowledge of regulatory compliance standards and a commitment to following established policies, procedures, and quality standards. Must Have Bachelors degree in...

FASTEST GROWING Investment Advisers hiring in large numbers across India call on 8859766816 / 9412501851 / 8755187878 Send Cv on rm@contactxindia.com karan@contactxindia.com Acquiring high value relationships into the HNI Broking vertical (EQUITY). Managing Large Trader Clients/Big Ticket size Client Acquisition & service. Managing relationship of super HNI clients, retaining & enhancing advisory relationship Managing relationships of HNI clients, retaining & enhancing advisory relationships. To generate revenue from existing customers mapped and from new clients. To execute cross sell efforts as per focus of the organization at any given point in time. To keep one self-updated on the financ...

Department : Sales Employment Type : Full-Time Experience Required : Minimum 2 Years Job Summary We are looking for a dynamic and result-oriented Sales Manager to lead our sales operations in Faridabad. The incumbent will be responsible for driving revenue growth through both Channel Partners (distributors, agents, brokers) and a Direct Sales Team. The primary focus will be on selling BFSI products such as Life Insurance, Health Insurance, Mutual Funds, Portfolio Management Services (PMS), Structured Products, Fixed Deposits, Bonds, etc. Key Responsibilities Lead, mentor, and manage a team of direct sales executives and channel partners in Faridabad territory. Achieve monthly/quarterly/yearl...

Job Role - Life and Pension- Insurance - Team Management Interested candidates / any reference of yours please share update cv to soumita.c1@tcs.com . Desired Candidate Profile Relevant experience in UK Life & Pension Insurance domain. Should have worked in large Program management / customer relationship management for at least 5 years. Experience of handling a large team. Experience of Transition/Knowledge Transfer etc. is highly desirable Six Sigma, CQSA, PMI or any other quality / domain certification (desirable) Qualifications: Bachelors or Masters Degree CII Certifications desired (CF1, FA1 & FA2) Interview Virtual Location Kolkata Gitanjali Park Shift Morning shift ( 8 Am to 6 PM ) / ...

Looking for a proactive and analytical Wealth Management, Will assist in investment research, market tracking & Wealth manageent strategies Experience: 1–3 years Salary: Up to 35k CTC Location: Gurgaon Both side cabs Contact- HR Ridhi - 8178280056 Required Candidate profile Req Key skills: Understanding of financial markets & investment products Analyze financial statement and market data Report writing and analytical skills Familiarity with equity/crypto research tools

Urgent Opening for Relationship Manager Wealth/ Branch Relationship Head Key Responsibilities: Strategy & P&L Management Maintains the Profit and Loss statement and Balance Sheet for the branch Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank Sustained revenue generation for the branch through cross sell of TPP, RA and BB products Liabilities mobilization through CASA portfolio growth in the Branch Catchment Superior and Consistent Customer Service. Ensures efficient complaint management within specified TATs Conducts customer engagement programs and marketing events Ensures proper implementation of CRM by the Sales, Relationship & BSD departments an...

Bravura’s Commitment and Mission At Bravura Solutions, collaboration, diversity and excellence matter. We value your ideas, giving you room to be curious and innovate in an exciting, fast-paced, and flexible environment. We look for many different skills and abilities, as well as how you can add value to Bravura and our culture. As a Global FinTech market leader and ASX listed company, Bravura is a trusted partner to over 350 leading financial services clients, delivering wealth management technology and products. We invest significantly in our technology hubs and innovation labs, which inspire and drive our creative, future-focused mindset. We take pride in developing cutting-edge, digital ...

Role Overview: As a Branch Relationship Manager, your primary responsibility will be to generate new business and achieve defined sales targets. You will be required to develop and sustain solid relationships with company stakeholders and customers. Analyzing customer feedback data to ensure customer satisfaction and providing insights into product development and competitive positioning will also be part of your role. Additionally, you will be responsible for analyzing financial data, developing cost-effective strategies, and conducting market research to identify new business opportunities. Collaborating with company executives to pursue new business opportunities and meeting potential inv...

Role Overview: You will be joining Ascending Wealth Solutions LLP as a Private Wealth Manager & Client Relationship Manager in Baner, Pune. Your role will involve managing and nurturing client relationships, providing personalized financial and taxation advice, and developing tailored solutions-oriented plans to help clients achieve their financial goals effectively. Key Responsibilities: - Act as the primary liaison between the business and clients. - Ensure existing & new clients have suitable products, scout new markets, and engage potential leads. - Represent the company, handling tasks from client relations to competitive analysis. - Manage and nurture client relationships while pursuin...

As a member of the Wealth Management Technology team at Bank of America, your role will involve defining and leading the engineering approach for complex features to drive significant business outcomes. Your primary responsibilities will include developing advanced machine learning models, assembling large and complex data sets, automating data validation and ETL processes, analyzing data for ad hoc requirements, and collaborating with data scientists to create time series datasets for modeling. You will be expected to assess the effectiveness of new data sources, combine structured and unstructured datasets, and work towards deriving valuable insights. Additionally, you will provide technic...

Role & responsibilities Preferred candidate profile

The OSAM technology team values transparency, discipline, and collaboration. Joining us means working with innovative professionals in a dynamic environment where you can grow your technical and financial expertise. You will be working with experts in technology and finance, gaining exposure to advanced portfolio solutions, and contributing to a culture of continuous improvement. You will: Troubleshoot user-reported issues across applications and SQL data sources. Diagnose and resolve data integrity and ingestion problems. Implement short-term fixes with rollback plans for safety. Optimize stored procedures for stable data transformations. Update C# ingestion code to improve pipeline reliabi...

Support change delivery managers in delivering successful projects, ensuring compliance with the Barclays Control Framework. Create and implement standardized PMO processes and methodologies aligned with controls and governance standards. Monitor project performance, track progress, identify risks, assumptions, issues, and dependencies, and report on project status to senior management. Facilitate project governance, aligning projects with the organization's strategic objectives and managing project risks. Provide change management framework training to project managers and stakeholders to deliver successful projects. Continuously improve project management practices, identifying areas for i...

Position Title: Wealth Manager Investment Advisory Job Summary: Engage with affluent clients to understand their financial objectives, risk tolerance, and investment preferences. Offer customized investment solutions across a range of financial instruments including Mutual Funds, PMS, AIFs, Bonds, Structured Products, Direct Equity, and Insurance (Life & General) Key Responsibilities: Deliver tailored investment strategies to HNI/UHNI clients in line with their financial goals and risk appetite. Keep abreast of market dynamics and trends to adjust client portfolios proactively. Drive consistent growth in client assets under management (AUM) and overall book size. Meet acquisition and revenue...

To up sell ICICI Prudential MF products Retail/HNI Clients, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling ICICI Prudential Products.

Mid-level executive role in India finance team, Financial controller is responsible for month end close and report for local GAAP and group IFRS reporting. The person will be responsible to ensure day to day internal controls are in place for any ledger bookings. This role will be responsible for Accounts payable and Accounts receivables process within India for FNZ Indian entity. To drive and ensure timely closure of statutory audit and ensuring timely statutory compliance of related matters. This role will require good communication (verbal written), and technical expertise to manage a team and engage with senior management and the audit related matters. Specific Role- Functional Responsib...