7634 Wealth Management Jobs - Page 6

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based at Raipur Job Locations: Raipur- Chhattisgarh Note: Candidates having total 8+ years experience (Min 2+ years as a BM role) in Banking and Wealth Management and need to apply Job Title : Branch Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) : Cluster Head - RBB Responsibilities Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targets by genera...

Job Title RM - Insignia Preferred Banking Department Retail Business Bankers Grade Manager/SM/AVP Team size Job Location Reporting To A) Position Purpose To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners B) Position Purpose ities Sr. Key Responsibilities 1 Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Insignia Clients....

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry*

This Opportunity is with a leading Financial Services company for their office in Mumbai location Role: Sr. PCG Advisor Experience: 3 - 12 Years Job Description: Roles & Responsibilities: Build and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs. Recommend suitable investment products such as mutual funds, equities, bonds, insurance, and alternative assets. Create and manage diversified investment portfolios. Maintain accurate records of client interactions, transactions, and KYC documentation. Identify and onboard new clients through referrals, networking, and marketing initiatives. Stay updated on financial products, market developments, and regulatory c...

As a Senior Wealth Manager at the Assistant Vice President (AVP) level, you will serve as a trusted advisor to high-net-worth individuals, families, and institutional clients. You will lead the design and implementation of customized financial strategies, provide ongoing portfolio oversight, and build lasting client relationships. This leadership role combines expert financial planning with business development and team collaboration. Key Responsibilities: Act as the primary relationship manager for a portfolio of high-net-worth clients. Deliver holistic wealth management solutions, including investment strategy, tax optimization, estate planning, and risk management. Lead client onboarding,...

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry*

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

Hiring || RM- Mutual Funds Sales - Banca channel ON Role Minimum 1 Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. UTTAM - 9949101406 Call / WhatsApp. your resume Share updated resume:- uttam@avaniconsulting.com No charges.

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

Opening with a leading Financial Services company for their office in Mumbai location Role: Sr. PCG Advisor Experience: 3 - 12 Years Job Description: Roles & Responsibilities: Build and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs. Recommend suitable investment products such as mutual funds, equities, bonds, insurance, and alternative assets. Create and manage diversified investment portfolios. Maintain accurate records of client interactions, transactions, and KYC documentation. Identify and onboard new clients through referrals, networking, and marketing initiatives. Stay updated on financial products, market developments, and regulatory changes. Requ...

Role & responsibilities: Acquisition and on-boarding of clients keen to invest in business. Understanding business expansion strategies. Understanding investor's area of interests and executing plans to on-board investors, cultivate profitable investor relationships. Resolve investor complaints quickly and effectively with an aim to preserve investor's interests. Entrepreneurship models: Identification and on-boarding of valued fund aggregators in rural and semi-urban geographies, achieving individual targets in the portfolio. Direct sales vertical: Effectively managing end to end investor lifecycle during the active tenure of the clients. Coordination with backend support team for excellent...

Position: RO/SRM Department: Direct Sales -100% Leads based work Location : UP CTC: 2.50 TO 4 Lac Role -Sitting in Bank and Sales life insurance.

Position:Relationship Manager Function: Bancassurance Reporting: BM Location: Hyderabad Role: Sales life insurance to Existing customer & Close leads CTC :3.50 to 5.50 Lakhs

As a Partner-First Private at IDFC FIRST Bank, your role is vital in managing and expanding the private banking business in Chandigarh. You will collaborate with the Wealth Management team to provide tailored financial solutions to high net worth individuals and families. Your responsibilities include acquiring new clients, nurturing existing relationships, and contributing to the growth of the bank's private banking segment while ensuring compliance with regulatory and internal guidelines. Key Responsibilities: - Develop and execute a strategic plan to attract new private banking clients. - Foster strong connections with current clients to enhance their financial portfolio. - Conduct regula...

As a Mid-Senior level Investment Sales Consultant in the Sales industry, based in Delhi, you are expected to have a minimum of 2 years of experience. Your primary responsibilities will include: - Promoting mutual fund solutions - Nurturing investor relationships - Driving revenue across retail and HNI segments Your role will involve: - Client acquisition - Lead generation - Client engagement - Advisory services - Product consultation - Sales closure - Market tracking - Insights sharing - Reporting - Compliance To excel in this role, you should hold a Bachelor's degree in Finance, Economics, Business, or a related field, along with 2-15 years of experience in sales or advisory roles in mutual...

You will be joining Merits Capital Private Limited, a prominent financial services firm located in Moti Nagar, New Delhi. We are currently seeking an experienced and motivated Wealth Manager with a strong client base. In this role, your primary focus will be on leveraging your existing relationships to drive business growth, provide exceptional service, and establish long-lasting client partnerships. If you have a proven track record in meeting sales targets and enjoy building meaningful connections with clients, this opportunity is ideal for you. - Understanding clients" financial objectives, risk tolerance, and investment preferences through detailed consultations. - Developing personalize...

As a Wealth Relationship Manager for one of Weekday's clients, your role will involve providing dynamic and client-focused financial guidance, with a particular focus on fixed deposit sales. Leveraging your financial expertise and relationship management skills, you will assist clients in achieving their financial goals while contributing to the firm's growth. This full-time position is based in Ahmedabad, Hyderabad, or Delhi and offers a competitive compensation package, attractive commissions, comprehensive health benefits, and a collaborative work environment. Key Responsibilities: - Support Investment Counsellors and Business Heads in executing investment strategies and client servicing ...

As a Senior Service Relationship Manager at IDFC FIRST Bank, located in Koramangala, Bengaluru, Karnataka, India, you will play a crucial role in managing and maintaining relationships with high net worth clients in the Wealth Management division of the Retail Banking department. Your primary focus will be on providing exceptional service and support to ensure client satisfaction and retention. - Building and nurturing strong relationships with high net worth clients - Understanding clients" financial goals and offering personalized solutions - Serving as a primary point of contact for clients, addressing inquiries promptly - Collaborating with the Sales team to identify new business opportu...

Job Title: Data Modeler Work Mode 5 Days from Office Shift Timing 1 PM 10 PM (cabs available) Job Description: We are seeking a talented and experienced Data Modeler to join our team The Data Modeler will be responsible for designing, developing, and maintaining data models to support various business needs and initiatives The ideal candidate will have a strong background in data modeling principles, database design, and data management best practices, Responsibilities: Collaborate with stakeholders, business analysts, and data engineers to understand business requirements and translate them into conceptual, logical, and physical data models, Design and develop data models using industry-sta...

Client Support Manager Location: Mumbai Type of Contract: Permanent, Full Time Compensation : Max up to INR 12 Lacs Who we are: Oxford International Oxford International Education Group is a renowned institution dedicated to providing exceptional educational experiences to international students With a global presence and a commitment to academic excellence, we strive to empower students to achieve their full potential and thrive in a dynamic, interconnected world We are proud of our culture and have recently been officially certified as a Great Place to Work ! Job Purpose With direction from the Managing Director India, this role is to provide effective professional support for the Universi...

Role Overview: As a Relationship Manager at DBS Consumer Banking Group, your primary responsibility will be to drive exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients with a total relationship value of INR 30 lakhs or more. You will need to adopt a need-based approach to ensure client coverage, product penetration, cross-selling, and up-selling of DBS products and services. Your role will also involve implementing product strategies effectively, building client trust and loyalty, delivering exemplary customer service, and ensuring internal and regulatory compliance. Key Responsibilities: - Acquiring and upgrading quality Treasures clients - Deepe...

Role Overview: You will play a key role in contributing to achieving the financial targets and business composition goals of the organization. Your primary focus will be on achieving a return on investment (ROI) that exceeds the benchmark index for the portfolio, while also managing acceptable risk levels effectively. As part of your responsibilities, you will be guiding Wealth Managers on the latest products to enhance their sales pitches, thus helping them to better serve clients and drive business growth. Additionally, you will actively engage in internal discussions to collaboratively develop house views across asset classes and create effective investment strategies. Your role will also...

Core Responsibilities 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...

Own all branch-banking objectives and overall branch supervision, Ensure achievement of overall Branch Targets by generating business and cross sales Key Customer Relationship Management & supervision of all High Net Worth customer programs. Required Candidate profile Only MP/Chhattisgarh Relocation Candidates with Banking exp can apply

Achievement of incremental number and value targets for Liabilities (CA, SA, FD) and Fee Products revenue from Trade /FX and third party product (MF, LI, GI, &products) Wealth Management Review productivity of RMPAs/ BOM’s/ BBs/PBCS on a weekly basis Required Candidate profile Sales & Business Development Customer Service Capability Building & Manpower Management Retail P&L GL Size of branches