10272 Wealth Management Jobs - Page 7

Dezerv is a house of investing solutions for high-net-worth and affluent Indians Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor They have led and founded successful wealth management businesses and managed over USD 7 billion in assets The Dezerv team brings together decades of investing expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas, etc Our team of experts monitor the performance of portfolios and rebalance them if required to ensure long-term success We are backed by marque firms like Premji Invest, Accel, Elevation, Matrix, etc Since inception, our clients have trusted us with over 13000+ crs of their assets Why are we...

Establish, manage, and grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements Ensure complete knowledge of all products & services through continuous skill and knowledge improvement Provide feedback on market, compet...

Establish, manage, and grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements Ensure complete knowledge of all products & services through continuous skill and knowledge improvement Provide feedback on market, compet...

Establish, manage, and grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements Ensure complete knowledge of all products & services through continuous skill and knowledge improvement Provide feedback on market, compet...

Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development Job Duties & responsibilities Establish, manage, and grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM A significant part of the role will be to identif...

Establish, manage, and grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements Ensure complete knowledge of all products & services through continuous skill and knowledge improvement Provide feedback on market, compet...

Assisting Relationship Manager / AVP in their work. RM/AVP are in the job of wealth management. They advise clients about their investments in Mutual Funds, Bonds, Equities, AIF, and Fixed Deposits etc. Maintaining and preparing portfolio and meeting client requirements. This may include visiting clients and completing their forms formalities and submitting their forms of Mutual Fund investments, Demat & Trading Account etc. Maintaining relationship with client. Database may also be given to call client and take appointments for RM/AVP Requirements Graduate in any stream. Min. 1 years of experience in client management. Person should have good Excel knowledge and should be willing to meet cl...

Hi, Hiring for Bank Customer Relationship officer Branch manager Assistant branch manager Branch sales manager Location - Hyderabad Interested candidates can apply here or can connect on 9424481217

Kotak Mahindra Bank Limited is looking for Sky Service Distribution - RM - Sky Channel - Contact Centre Inbound to join our dynamic team and embark on a rewarding career journey Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients' needs and requirements and proposing suitable solutions. Providing clients with comprehensive product/service consultations and guiding their decision-making process. Upselling and cross-selling products/services to clients. Resolving complaints and issues efficiently and in a timely manner. Meeting...

To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development Job Duties & responsibilities Establish, manage, and grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM A significant part of the role will be to identify and secure...

Position Specifications: Corporate Title Associate Functional Title Associate Experience 3 7 years Qualification B.Tech. / B.E. / MBA / CA / CFA / FRM The Electronic and Algorithmic Trading (EAT) Risk Function sits within Market Risk and is responsible for operating the Firm s Global EAT Risk governance framework. The function provides 2nd line oversight and challenge of electronic and algorithmic trading activity across all asset classes, viz. Rates, FX, Credit , Equities and FO businesses. These businesses operate across all regions including Japan, Hong Kong, Singapore, Germany, the UK and the US. Role Responsibilities: Provide support to regional stakeholders in daytoday risk management ...

Position Overview We are seeking a Cloud AI Technology Governance Associate to help develop, implement, and maintain our organizations technology governance framework. This role will focus on cloud and AI implementation governance and IT security controls, with opportunities to develop deeper expertise in emerging technologies. What We Offer: We support employee wellbeing by ensuring a sense of purpose and belonging. We offer a comprehensive range of wellbeing services which allows employees to get access to the assistance they need at any point in their wellbeing journey. Our bespoke benefits support employees and their family s holistic wellbeing and are inclusive of diverse identities and...

Job Title: Lead Software Engineer Job Code: 10393 Country: IN City: Mumbai Skill Category: IT\Technology Description: Information Technology division supports the dynamic financial business through the development of strategic initiatives. IT partners with business to develop, implement and support sophisticated trading systems as well as middle and backoffice systems through the user of state of art technology. Business Overview: International Wealth Management (IWM) as an Asian private bank, we have more than 50 years of experience delivering value to highnetworth clients in Asia. Position Specifications: Corporate Title Associate Functional Title Avaloq Developer Experience Refer to table...

Major Duties : 1. Takes responsibility for the timely and accurate completion of workload allocated including tasks processed through Northern Trust s workflow process. Actively participates in the review of investor documentation and information in adherence with Northern Trust s AML processes and procedures. 2. Works with colleagues and line management in reviewing such investor documentation and efficiently highlighting outstanding investor due diligence documentation (if any) to the Investor AML Department in Australia, by agreed modes of communication, with professionalism of approach and timely escalation of material issues arising. 3. Escalates and assists with resolution of more comp...

Managing Mutual Funds, Equities, Insurance transaction processing for clients Updating of CRM and various other systems Answer clients questions, address concerns and resolve them as per SLAs Creating MIS and various kind of Reports Health insurance

Develop and execute sales strategies to achieve monthly and quarterly targets. Build and maintain strong relationships with clients, partners, and key stakeholders. Identify and pursue new leads across fintech, IT solutions, and institutional clients Health insurance

Job Description for Relationship Manager-Insignia Preferred Banking 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 Responsibilities : 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients. 5. Increase...

We’re hiring candidates with a finance background and telesales experience to pitch investment services to potential clients. Company will provide the leads/data — you just need to connect, explain, and convert. Send Resume-Shaheen Shaikh-8080872775

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 3 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 3 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management

* +05 yr in sales/wealth management of handling the HNI Clients. *Team Handling, Investment Counselling. *In Depth sales exp in Trading, Client Acquisition & revenue generation *Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.

*Min 05 yrs. Securities Company sales exp. in PMS, Mutual Funds, AIF *HNI Sales exp. with own clientele *In Depth sales exp. in Trading, Client Acquisition & revenue generation *Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.

*5Yr+ in Broking/Distribution of financial products/Wealth/PCG & Corporate Sales *Generating revenue from Third party product sales Insurance/IAP/PMS/PE/IAF/FD/Bonds *Building a strong client AUM book. *Min. 2 A/C’s of 5 Lac of Initial Margin. Required Candidate profile MBA or Equivalent with 5 Years relevant exp in broking Additional Certifications/Trainings (optional): IRDA/NCFM MF & FNO Identify the Affluent Client segment in the market for new client acquisition.

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Brokerage generation through advising HNI clients for Equity & Derivative portfolio. Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

* Require to train, enable and influence branch team to sell investment products MF, PMS, AIF, PE and SP. * Joint meetings with HNI customers of branch teams. * Help branch team achieve their cross sell targets. * influence branch teams to Sell. Required Candidate profile # Graduate / MBA # 5+ yrs experience in selling of investment products as product manager/investment counsellor/wealth Manager/Relationship Manager # Excellent Communications & Client relationship