10351 Wealth Management Jobs - Page 50

Role & responsibilities Required Skills & Qualifications Bachelors or Master’s degree in Business Administration, Finance, Computer Science, or related discipline. 9–12 years of experience in project management, with at least 5 years in BFSI , particularly in Wealth and Asset Management . Extensive hands-on experience with JIRA , including advanced workflows, dashboards, and custom reporting. Strong understanding of financial instruments , investment lifecycle , portfolio management , and advisory platforms . Proven expertise in Agile methodologies ; experience running Scrum or Kanban projects. Excellent communication, presentation, and stakeholder management skills. Experience in mentoring,...

Kotak Mahindra Bank Limited is looking for Relationship Manager to join our dynamic team and embark on a rewarding career journey Building and maintaining positive relationships with clients regular communication, responding to client inquiries and requests, and addressing any issues that arise Understanding client needs and requirements understanding of the client's needs, goals, and objectives in order to provide relevant and effective solutions Identifying and pursuing new business opportunities identify new business opportunities, such as upselling existing products or services, and work with the sales team to close new deals Providing excellent customer service ensuring that clients are...

Kotak Mahindra Bank Limited is looking for Relationship Manager - CES - Affluent-AFFLUENT-Relationship Manager to join our dynamic team and embark on a rewarding career journey Building and maintaining positive relationships with clients regular communication, responding to client inquiries and requests, and addressing any issues that arise Understanding client needs and requirements understanding of the client's needs, goals, and objectives in order to provide relevant and effective solutions Identifying and pursuing new business opportunities identify new business opportunities, such as upselling existing products or services, and work with the sales team to close new deals Providing excel...

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

Syfe is APACs largest and fastest-growing digital wealth platform, trusted with over US$10 billion in assets. We are fundamentally changing how hundreds of thousands of people across Asia-Pacific build wealth through a holistic approach to managing money rather than just pushing investment products. Backed by world-class investors and recognised as a leader in wealthtech, we are a team of passionate builders creating the future of wealth management. The Opportunity We are looking for a motivated DevOps Intern to join our team. As a DevOps Intern, you will work closely with our DevOps team to ensure the smooth running of our cloud infrastructure. The ideal candidate should have hands-on exper...

Looking for Wealth Relationship Manager Responsible for gathering assets for investment products such 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 a...

Job Title: Associate Director Investment Implementation Location: Mumbai Mode: Hybrid (3 Days WFO / 2 Days WFH) Shift: 12:00 PM Onwards Key Responsibilities • Lead implementation of global public multi-asset portfolios • Design strategic asset allocation models and portfolio analytics • Manage FX hedging programs and investment documentation • Deliver macro and market insights across asset classes • Collaborate with senior stakeholders to drive investment outcomes • Oversee fund performance analysis and author commentaries • Build models for market trend analysis and scenario planning • Coordinate cross-functional teams for seamless portfolio execution • Foster a culture of excellence, colla...

Manage and grow a portfolio of High Net Worth (HNI) clients by understanding their financial goals and risk appetite. Provide expert advice on investment products including mutual funds, insurance, bonds, PMS, AIFs, and other wealth instruments. Conduct periodic reviews of client portfolios to ensure optimal asset allocation and returns. Cross-sell and upsell banking and investment products to meet client needs and achieve revenue targets. Ensure compliance with all regulatory and bank guidelines during client onboarding and transactions. Maintain regular communication with clients through meetings, calls, and portfolio reviews. Identify new HNI prospects through referrals, market research, ...

Requisition Id 1654157 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 b...

Technology Infrastructure Platform Audit 3+ years hands-on experience in auditing infrastructure platforms, network security, cloud, firewalls etc., Command over IA lifecycle following re-performance standards. Certifications like CISA, CIA, ISO 27001 preferred. Technology-Business Integrated Audit 3+ years hands-on experience in auditing IT General Controls (ITGC) and IT Application Controls (ITAC) Command over IA lifecycle following re-performance standards. Certifications like CISA, CIA, ISO 27001 preferred. Business Audit 3+ years hands-on experience in auditing functional domains of financial services sector including Asset Wealth Management (AWM), Corporate and Investment Banking (CIB)...

TA Specialist About the Role We are looking for a sharp, driven Talent Acquisition Specialist to help us scale our team at AssetPlus. In this role, you will own the full recruitment lifecycle for non tech and tech roles. As a fast-growing fintech, from 1-10 we re building the future of assisted wealth management and you ll be at the center of bringing the best minds onboard to make that happen. Key Responsibilities Strategically partner with hiring leaders to deeply understand workforce planning needs, role success profiles, and long-term talent requirements; co-create sourcing strategies aligned with business goals and team maturity. Design and execute multi-channel talent acquisition plans...

About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling The RM will be responsible for identification of potential customers and...

Description Role Description Learn and develop deep understanding about the overall platform / application. Provides strong technical supervision to the team in all assigned tasks. Provides input and review all design related decisions Enforces Code Quality Checks and Control. Establishes project schedules, assign tasks, monitors progress against schedules, and conduct technical reviews of assigned projects. Ensures that the organization standards are followed during various phases of software development lifecycle also ensuring the deliveries are of the expected quality. Study and develop good understanding of the Functional aspects of the application Learn and understands technical and fun...

Description Role Description Learn and develop deep understanding about the overall platform / application. Provides strong technical supervision to the team in all assigned tasks. Provides input and review all design related decisions Enforces Code Quality Checks and Control. Establishes project schedules, assign tasks, monitors progress against schedules, and conduct technical reviews of assigned projects. Ensures that the organization standards are followed during various phases of software development lifecycle also ensuring the deliveries are of the expected quality. Study and develop good understanding of the Functional aspects of the application Learn and understands technical and fun...

Description Role Description Learn and develop deep understanding about the overall platform / application. Provides strong technical supervision to the team in all assigned tasks. Provides input and review all design related decisions Enforces Code Quality Checks and Control. Establishes project schedules, assign tasks, monitors progress against schedules, and conduct technical reviews of assigned projects. Ensures that the organization standards are followed during various phases of software development lifecycle also ensuring the deliveries are of the expected quality. Study and develop good understanding of the Functional aspects of the application Learn and understands technical and fun...

About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling The NRI RM will be responsible for identification of potential cus...

Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide face of the Bank to high net worth customers of the Bank. Detailed Summary: Relationship mgt of the most elite customer segment of the bank. Generate new business to achieve defined sales targets through meeting with customers. Build and deepen relationships with existing Ultra HNI Pioneer Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage o...

Roles & Responsibilities: Generating Leads and conversion of leads into business. Acquiring and managing HNI/SME, Affluent clients and individuals. Maintaining in depth knowledge of company products and services. Building and maintaining strong relationships with potential and existing clients. Meeting sales/revenue targets. Managing Client portfolios & understand clients financial goals, risk tolerance, investment needs and provide solutions/advisory accordingly. Qualifications: Graduate/MBA with 3 - 6 years of relevant experience. An educational background in Finance/Investment will be an advantage. Compensation & Benefits: Fixed: Depends on experience, qualifications. Variable: Annual Per...

Handle portfolio of HNI Clients, of all Banks Group products, services & resources in order to maximize the value Manage the Buss & Br banking and investments relationship with clients knowledge of CASA, CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 1 - 5 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts Perks and benefits Fixed CTC + Incentives Quarterly + Conveyance

Key Responsibilities Proactively identify, approach and acquire prospective clients for mutual fund schemes and other investment products. Understand client financial goals, risk-profile and investment requirements; recommend appropriate mutual fund schemes. Cross-sell other financial products (e.g., equities, insurance, demat/trading accounts) in coordination with the overall distribution business. Achieve monthly/quarterly sales targets for mutual fund AUM and number of clients onboarded. Maintain and grow relationships with existing clients: follow up, periodic reviews, portfolio-updates and service enquiries. Leverage market research, product updates and competitor intelligence to brief ...

Qualification: Commerce Graduate/Postgraduate, MBA. A US CPA or Enrolled Agent is mandatory. Experience: 8+ years in US Individual Taxation (Form 1040) in a recognized firm or Big4. Should be a signer of US Individual Income tax returns (HNI) for a minimum of 18-24 months. Excellent communication skills. Experience in team management and responsible for quality control within the team. Possess sound technical knowledge and excellent communication skills, along with analytical thinking ability. Should have experience of working closely with foreign offices and clients. Capability to guide and support team members with technical stands and queries. Willingness to support team functions and exp...

Job Title: NRI Relationship Manager Location: PAN Mumbai Department: Retail / Priority Banking / NRI Banking Key Responsibilities: Client Acquisition: Identify, source, and onboard new NRI customers through referrals, marketing activities, and existing networks. Relationship Management: Maintain and enhance long-term relationships with existing NRI clients through regular interactions and portfolio reviews. Cross-Selling: Promote and sell bank products such as mutual funds, insurance, fixed deposits, loans, forex, and investment accounts. Customer Service: Provide timely resolutions to client queries, ensuring a high level of customer satisfaction. Regards Sonali Talent Acquisition 987593024...

Job Purpose: The role is focused on driving growth in the Retail Banking business through excellent customer service, premium client acquisition, and cross-selling of banking and investment products. The incumbent will build and maintain strong relationships with key clients, helping them make informed financial decisions, while ensuring the branch delivers a seamless customer experience. Roles and Responsibilities: Manage a portfolio of key clients and deliver personalized financial advisory services Offer Portfolio Investment Services tailored to individual client needs Utilize digital applications for creating product suitability matrices and financial planning Act as a key interface betw...

Roles and Responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. Develops, manages, and expands 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 HNI/NRI Relationships. Drives higher product and channe...

Job Summary: We are hiring experienced professionals for Relationship Manager (RM), Team Leader (TL), and Sales Manager roles. These positions focus on managing client relationships, driving retail and investment banking product sales, leading teams, and ensuring superior service delivery across key customer segments, including HNI and NRI clients. Key Responsibilities: Relationship Management: Manage and grow banking and investment relationships with branch-based and NRI/HNI clients. Ensure high-quality service delivery and client satisfaction across assigned portfolios. Deepen existing relationships and acquire new clients to increase CASA and investment balances. Offer advisory on financi...