10272 Wealth Management Jobs - Page 8

#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 #Resolve customer queries TAT #Ensure internal and regulatory compliance 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

#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 #Resolve customer queries TAT Call - 7897726700 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

*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. 7897726700

* 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 # 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.

#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

-Acquire new clients to platform -Develop & execute wealth mgmt. strategies -Maintain strong relationships with HNI/UHNI & corporate clients -Consistent growth of AUM/book size -Min Aum100 Cr, Investment Products -Stay updated on market trends Required Candidate profile Graduate/Postgraduate with 5+ years of wealth mgmt. experience, preferably from a wealth platform or banking. Strong understanding, investment product knowledge, and wealth platform expertise.

*Good Sales Experience in Mutual funds, PMS, AIF , HNI Client, D. Mat, TPP, *Having a min ticket size 100cr *Acquiring new HNI Clients, revenue generation, relationship with HNI/UHNI & corporate clients *Need to ensure growth of AUM or book size. Required Candidate profile *Graduation / Post Graduation in any discipline *8+ years sales exp. Wealth Mgmt. Industry *Strong Hold on HNI/UHNI Client and good business network to offer wealth advisory services.

-Acquire new clients to platform -Develop & execute wealth mgmt. strategies -Maintain strong relationships with HNI/UHNI & corporate clients -Consistent growth of AUM/book size -Min Aum100 Cr, Investment Products -Stay updated on market trends Required Candidate profile Graduate/Postgraduate with 5+ years of wealth mgmt. experience, preferably from a wealth platform or banking. Strong understanding, investment product knowledge, and wealth platform expertise.

* Min 4+yr exp in Broking sector Handling PMS, wealth management. *Identifying and developing new market segment for revenue generation *Looking a driven Sales Manager to lead regional business expansion, strengthen client relationships. Required Candidate profile *Explore and grow new market segments *Develop high-value client relationships with strategic pricing *Drive regional sales strategy and promotional plans *Advise clients using market research.

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 100cr #Portfolio review of clients & Cross Sell # further queries Call us - 7897726700 Required Candidate profile *10+ 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

Role & responsibilities We have Walkin Drive on 12/11/2025 @ Aundh location Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Job Title: Sr. Relationship Manager - Wealth Management Location: Noida, Chennai, Bengaluru Department: Wealth Management Experience: 5-10 years Role Overview: As a Sr. Relationship Manager - Wealth Management , your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients goals, and offer holistic wealth solutions through deep engagement and financial planning. Key Responsibilities: Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies. Understand clients financial goals, risk profiles, life aspirations , and design investment solutions acco...

Responsibilities. 1. Drive mutual fund sales and grow client base 2. Understand client goals and offer suitable investment options. 3. Conduct portfolio reviews and ensure client satisfaction 4. Achieve AUM and revenue targets Food allowance Sales incentives Performance bonus Health insurance

JR-20977 Location:All BSL Salesforce Financial Cloud Professional with 6+ years of overall Salesforce experience & 2+ years of hands-on experience with Salesforce Financial Services Cloud implementation. In depth understanding of Financial Services Cloud Data Model, standard validations & use cases. Design, configure and customize the Salesforce Financial Services Cloud to meet the specific needs of the customer. Analyse business processes and requirements to identify opportunities for leveraging Salesforce Financial Services Cloud. Provide technical expertise and guidance to stakeholders on the best practices for utilizing the Salesforce Financial Services Cloud. Understanding & good hands-...

Were looking for an enthusiastic Relationship Manager – Mutual Funds to join our growing team at ZFunds . The ideal candidate will have hands-on experience in mutual fund sales and client servicing with a passion for helping customers make informed financial decisions. Responsibilities: Handle inbound and outbound calls for mutual fund sales and advisory. Build and maintain strong customer relationships. Understand clients’ financial goals and suggest suitable investment options. Ensure compliance with SEBI/NISM regulations. Achieve sales targets and contribute to business growth. Provide post-sale support and ensure excellent customer satisfaction.

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having an AUM => INR 20 Million through need-based approach” and ensure client ...

JPMorgan Chase is looking to engage with suppliers who offer the best combination of price, quality, and capability to fulfill our business requirements. This role presents an exciting opportunity for an experienced manager to cultivate relationships within the Consumer & Community Banking, Corporate & Investment Bank, Asset & Wealth Management, and other business divisions. The goal is to advance the Global Supplier Services agenda across various Technology sourcing categories. Job Summary As an Analyst, Sourcing & Procurement in the Technology Sourcing team, you will lead the sourcing and contracting process for third-party supplier spend across various groups within a Line of Business. Yo...

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...

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...

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...

Description & Requirements : 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 deve...

Position: investment adviser hni uhni Location: Vadodara, Gujarat, India Department: Wealth Management / Investment Advisory PrimeIdea Ventures is seeking a Investment Adviser (HNI/UHNI) to join our team. Key Responsibilities M.com / MS Finance / MBA in Finance or related field. 1-2 years of experience in Investment Advisory / Wealth Management / Financial Planning. NISM Certificate required or willing to obtain within the joining period. Key Responsibilities Provide personalized investment advice and financial planning solutions to HNI and UHNI clients. Design and implement goal-based financial plans considering client s risk appetite, time horizon, and financial objectives. Conduct portfol...

We have an urgent hiring for Business Development Manager Ahmedabad - Bopal Ambli Role & responsibilities * Identify and onboard new clients. * Provide expert consultation on equity and mutual fund investments. * Assist clients in designing and managing their investment portfolios. * Develop and nurture long-term client relationships. * Monitor market trends and apply insights to refine sales strategies. * Collaborate with internal teams to meet business objectives and drive company growth. * Actively prospect and acquire new HNI and retail clients to expand the client base and grow Assets Under Management (AUM). * Participate in business development activities, including client referrals, n...

1.Relationship Management - Portifolio of Ultra HNI and HNI customers. 2.Primary focus on Investment Advisory - PMS, MF & Other related products Required Candidate profile 1.Should be working with top Foreign MNC & Indian Banks. 2.Should be currently in a very Sr. Relationship Mgmt. role. 3.Excellent Comm. Skills. 4.Thorough knowledge of all Banking & Investment Prods.

1.Relationship Management - Portifolio of Ultra HNI and HNI customers. 2.Primary focus on Investment Advisory - PMS, MF & Other related products Required Candidate profile 1.Should be working with top Foreign MNC & Indian Banks. 2.Should be currently in a very Sr. Relationship Mgmt. role. 3.Excellent Comm. Skills. 4.Thorough knowledge of all Banking & Investment Prods.