180 Wealth Manager Jobs - Page 3

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI 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 /NRI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank. Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to HNI /NRI clients. Driving revenue business to generate fee income through products like mutual funds, investments and insurance Ensure all sales activity is recorded online as per the organizational process. Capture and maximize the business opportunity through detailed client profiling as per organizational process. Interested candidate can share the Cv on below mention details Aqsa.khan1.ext@yesbank.in NOTE THIS IS EXPERINCE CANDIDATE ONLY , WE HAVE IMMIDIATE INTERVIEW PROCESS

CFP & Relationship Manager / Investor Advisor Our Client: Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over 1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market. Job Title: CFP & Relationship Manager / Investor Advisor Experience: 3-8 years in financial planning and wealth management advisory Education: Graduate, CFP/CFA/CA preferred Locations: Gurgaon About the Role: We are looking for a dynamic and experienced Certified Financial Planner (CFP) with a proven track record as a Relationship Manager to serve as a trusted advisor to our clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships. The ideal candidate will have a deep understanding of the Indian financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice. Key Responsibilities: Client Relationship Management: Build and maintain strong, trust-based relationships with affluent / high-net-worth clients, acting as their primary point of contact for all financial matters. Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice. Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firms client base. Financial Planning: Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning. Develop and present comprehensive financial plans tailored to clients’ goals, risk tolerance, and financial circumstances. Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes. Optimize portfolios for tax efficiency and long-term growth, adhering to SEBI (Securities and Exchange Board of India) guidelines. Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan Business Development: Leverage existing networks and relationship-building skills to acquire new clients and expand the firm’s assets under management (AUM). Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients. Requirements: Qualifications: Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field. Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body(preferred). Additional certifications such as CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus. Experience: Minimum of 5 years of total experience in financial planning and wealth management in India. At least 3 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services. Demonstrated success in managing high-net-worth client relationships and growing assets under management (AUM). Skills: Strong knowledge of Indian financial products, tax laws, and investment vehicles (e.g. mutual funds, ULIP’s, PMS, REITs) Expertise in financial planning tools and software Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and client-friendly manner. Analytical mindset with proficiency in portfolio analysis, risk assessment, and market research. Proven ability to build and maintain client trust, with a client-centric approach to service delivery About Hireginie: Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. We are committed to excellence and offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all.

Qualifications & Key Skills: - We are looking for someone passionate & those with the attitude to be an entrepreneur mind-set. - Bachelor's degree in Finance, Economics, Business, or a related field. Master's degree or CFP designation is a plus. - Proven experience as a Wealth Manager or similar role, with a demonstrated track record of successfully managing high-net-worth client relationships and portfolios. - Strong knowledge of financial markets, investment products, and wealth management strategies. - Excellent communication and interpersonal skills to establish trust and rapport with clients. - Analytical mind set with the ability to interpret complex financial data and market trends. - Familiarity with relevant regulations and compliance standards. - Exceptional attention to detail, organization, and time management skills. - Ability to adapt to changing market conditions and client needs

Mega Hiring: Relationship Manager / Sr. Relationship Manager / Deputy Branch Manager Location: Chennai Openings: 20+ | Experience: 1+ Years | Notice Period: Immediate / 15 Days / 1 Month CTC: Negotiable for the right candidate Education: Any Graduate Industry: BFSI, Investments & Trading Employment Type: Full-time, Permanent Job Role: Sales (Financial Adviser for client) Role Overview: We're looking for dynamic professionals with experience in direct sales (insurance/mutual funds) to join our growing team. Your role will involve acquiring new clients, managing portfolios, and offering personalized investment solutions. Key Responsibilities: *Acquire and manage client relationships through daily sales calls *Understand client needs and recommend suitable financial products *Conduct portfolio reviews and suggest rebalancing *Cross-sell mutual funds, insurance, and other investment products *Stay updated on market trends and attend product trainings *Collaborate with marketing for lead generation campaigns Required Skills & Knowledge: *Strong product knowledge: Mutual Funds, Life & General Insurance, Fixed Income *Wealth & Portfolio Management expertise *Financial Planning and Investment Advisory *Excellent communication and interpersonal skills *Analytical mindset and target-driven approach *Knowledge of regulatory compliance Preferred Profile: Candidates with 1-8 years of experience in Wealth Management, Financial Planning, and Investment Advisory, with exposure to products like Insurance, Mutual Funds, PMS, AIF, etc. If interested please share your cv to Harini Sree - 6381629673

Position: Senior Private Banker / Regional Head Job Responsibilities Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA Skills Excellent communication Proven skills of significantly improving the structure and readability of written communication Competencies: Lives the Company Values Business Awareness & Market Knowledge Customer Centricity. People Connect Result Orientation Networking Ability

Urgent Hiring!! Job Title: Equity Advisor Location: Mumbai Department: Sales & Client Relations Position Overview: We are looking for an ambitious and driven Equity Advisor to join our friendly and dynamic team at stockaxis. This is a sales and service-focused role, where the successful candidate will be responsible for acquiring new clients, understanding their needs, and pitching our services over the phone. As part of a work-from-home and hybrid model , you will have the opportunity to develop your career in the exciting field of stock market research, all while earning lucrative incentives based on performance. Key Responsibilities: Client Acquisition & Sales: Reach out to potential clients who have shown interest in our services by registering on our website with their details (name, phone, and email). Pitch stockaxis research services to these users and convert leads into long-term clients. Build strong relationships with clients through regular calls and emails. Service & Client Support: Offer excellent customer service by addressing client inquiries and providing information about our research services. Educate clients on how to make the most of the services we offer and guide them on building a balanced portfolio using our stock recommendations. Sales & Incentive Motivation: Drive personal and team sales targets by acquiring new clients and expanding existing client relationships. Earn incentives based on performance with aggressive incentive plans tied to sales achievements. Be eager to learn and improve sales techniques to maximize earning potential. Required Qualifications: Education: Bachelor's degree in any discipline. Certification: NISM-Series-XV: Research Analyst Certification (to be completed before joining). Experience: Minimum of 1-2 years of experience in sales , preferably in the stock broking industry. Previous experience in client acquisition, lead generation, or telesales is an advantage. Skills & Competencies: Strong Sales Qualities: Ability to drive sales, close deals, and meet targets. Customer Understanding: Strong understanding of customer behavior, client needs, and how to engage effectively. Communication Skills: Excellent verbal and written communication skills. Self-Motivated: High level of motivation to exceed sales targets and learn new skills. Tech-Savvy: Comfort with CRM tools, email communication, and working in a digital environment. Personal Attributes: Eager to learn about stock markets and investment strategies. Driven by incentives and motivated by performance-based rewards. Friendly, team-oriented, and passionate about customer success. Benefits: Competitive salary with aggressive incentive plans . Work-from-home opportunity with a hybrid model. Training to help you grow your career in stock market research. Friendly, supportive work culture. Professional growth opportunities in the stock market space. If you're a motivated self-starter eager to build a career in the stock market and are driven by sales performance, we would love to hear from you! Apply Now! Send your updated resume to hr@stockaxis.com with the subject line: Equity Advisor Application.

As a Financial Relationship Manager at IMMPL Wealth Management, you will be responsible for accurately analyzing the financial needs of both new and existing clients. Your role will involve handling sales administration tasks such as pricing, query resolution, internal documentation, and fostering strong relationships with the operations team to ensure the seamless management of client accounts. Your key responsibilities will include identifying client needs and offering appropriate financial planning assistance and asset allocation in collaboration with our Research & Financial Planner team. It will be essential for you to expand existing client relationships, enhance client satisfaction, reinforce client commitment, retain clients, and increase revenue for IMMPL Wealth Management. Additionally, acquiring new clients will be a crucial aspect of your role. You will be expected to build and nurture relationships with High Net Worth Individuals (HNIs) to drive revenue growth. Providing clients with recommendations on cash management, insurance coverage, investment planning, and other financial strategies to help them achieve their financial goals will be a significant part of your job. Furthermore, implementing financial planning recommendations, regularly reviewing clients" accounts and plans, and reassessing plans when necessary due to life changes, economic factors, or financial performance will be vital tasks. Managing client portfolios encompassing various financial products like insurance, mutual funds, hedge funds, real estate, and fixed income instruments will be a core part of your responsibilities. Keeping client plans updated, preparing and interpreting investment performance reports, financial summaries, and income projections for clients, as well as collaborating with different teams within the organization such as Research, Financial Planning, Insurance, and Operations to ensure timely information delivery to clients, will also be part of your duties. Your qualifications should include a comprehensive understanding of finance and financial terms, along with a passion for networking, maintaining relationships, and a natural inclination towards customer service. Strong conversational and communication skills, empathy, and the ability to display leadership qualities will be essential for excelling in this role. This position requires 5-10 years of experience in financial planning and relationship management. The salary range for this role is between 7 Lac to 20 Lac per annum. The industry focus is on Sales & Marketing, Business Development, and Telecaller services, while the desired qualification is a Professional Degree. Key skills for this role include Financial Planning, Wealth Management, Relationship Management, BFSI knowledge, leadership capabilities, financial reporting expertise, and strong analytical skills.,

About the Role: You will be responsible for achieving Bhumis financial goals by acquiring and onboarding new corporate partners, nurturing strong relationships, and ensuring program funding. Your role will involve collaborating with corporate partners to enhance satisfaction with Bhumis program delivery and employee engagement, promoting retention and loyalty. The ideal candidate for this position will have a solid background in sales or fundraising, strong communication skills, and a commitment to non-profit impact. Your primary responsibilities will include: - Leading fundraising efforts from Corporates, ensuring a balance of multi-year and one-year projects. - Taking ownership of partner retention, engagement, reporting, employee volunteering, and satisfaction. - Collaborating with program teams within the organization to identify funding gaps and leverage relationships and opportunities to secure funding. - Cultivating a High-Performance team Culture that is rooted in people, processes & systems. - Managing Compliance & Reporting, ensuring compliance with all regulatory standards and overseeing accurate, timely reporting of all fundraising activities. Education Qualification / Experience: - At least 3 years of experience in sales, fundraising, Wealth Management, or customer service. - Any experience in Non-Profit, Banking, Sales, or Corporate Fundraising would be advantageous. - Any graduate degree, with an MBA in relevant disciplines preferred. Knowledge, Skills and Abilities: - Reasonable understanding of the non-profit sector, fundraising, and donor relationship management. - Knowledge in Investment Banking, Sales, and Banking. - Tech-savvy with exceptional communication and influencing skills in English. - Very strong networking and interpersonal skills with the ability to build relationships with stakeholders, including donors, staff, and volunteers. - Highly resourceful team player, with the ability to be extremely effective independently. - Forward-looking thinker who actively seeks opportunities and proposes solutions. - Technical Proficiency: Proficient in CRM software like Salesforce and Project Management tools like Asana. Other Information: - Reporting to: Senior Manager - Fundraising. - Scope: Full-time. - Designation: Lead to Assistant Manager based on candidate's profile. - Remuneration: Up to Rs.10 lakhs p.a. including performance incentives based on the candidate's profile. - Expected Joining Date: Immediate.,

We are seeking an experienced Wealth Manager with a solid background in the stockbroking industry to join our team. As a Wealth Manager, you will play a crucial role in offering personalized investment advice to clients and overseeing their investment portfolios to help them realize their financial objectives. Your responsibilities will include developing and nurturing relationships with clients to comprehend their investment objectives and risk appetite. You will be tasked with delivering tailored investment advice and recommendations to clients based on their unique requirements and situations. Monitoring and managing clients" investment portfolios to ensure they are in line with their goals and risk tolerance will also be a key part of your role. Market research and analysis to spot investment opportunities and risks, staying abreast of the latest market trends, and keeping clients regularly updated will be vital aspects of your job. You will also be expected to generate new business by identifying and pursuing potential clients and business opportunities, while maintaining a comprehensive understanding of our company's products and services and effectively communicating them to clients. Collaboration with other departments like research, compliance, and operations will be necessary to guarantee that clients receive top-notch and compliant services. Meeting or surpassing sales targets and KPIs will also be part of your objectives. To qualify for this role, you should have at least 5 years of experience as a Wealth Manager in the stockbroking industry and a proven track record of building and retaining a client base while achieving sales targets. A strong grasp of financial markets, investment products, and portfolio management strategies is essential, along with excellent communication and interpersonal skills. Furthermore, you should be able to work autonomously, juggle multiple priorities and deadlines, and possess strong analytical and problem-solving skills to address complex investment issues. A familiarity with relevant regulations and compliance requirements is crucial, and a Bachelor's degree in finance, business, or a related field is required, while an advanced degree or professional certification such as CFA is preferred.,

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage 5. Maximum age limit 35 years. Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at pawan.prasad@bajajcapital.com Contact Person : Pawan Kumar Prasad

Job description Superior Service Delivery: RM is primary point of contact for all client requirements, however, the sales nature of RM role requires him to be out of the Branch and not able to coordinate for service requirements of the client. YES FIRST Service Anchor will ensure delivery of superior service to YF clients through: First Time Right on all internal and external processes regarding banking and investment requirements of mapped clients Take ownership for end to end closure and delivery of service to YES FIRST clients through coordination for service and transactional requirements Provide a product and process level expertise to YF clients to ensure that service standards are met Service Support of the RM for Client: Ensure continuity of client engagement on the service delivery front in case of unavailability of RM due to various RM leave, Attrition Gap Period. During the RM absence, while the sales and productivity is deferred, continuity is engagement is critical on the service front in order to ring fence the client. This is even crucial considering that most attriting RMs join the competition. In bound RM engagement: The proposed branches for YF Service Anchor has base of YES FIRST clients > 400 whereby walk-in of YES FIRST clients is a regular feature. At the time of Walk-in of YF client, following is important Attend to walk-in of YF clients if any and engage with clients and provide unified service face Provide single point of ownership to resolve service query across products Pro-active Service Responsibility and OwnershipSuccess of client service delivery forms a key base for YBL ability to engage with client on channel activation and cross sell. Making a pro-active engagement with clients over phone just to take stock of overall service satisfaction or solve any pending service grievance will go a long way to ensure service satisfaction for YF clients Create auto model for eliminating escalationsService Anchor is required to ensure all service delivery issues of Yes First clients resolved at branch level with near zero escalations. Personal IntegrityMaintain customer privacy & ensure that there is no compromise on customer information with third party. Maintain & follow Yes Personality guidelines & keep oneself updated with basic Banking regulations/knowledge. Team Work Being proactive to take on work to balance the team workload without compromise on core deliverables & able to communicate well with staff of all levels

Job description Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI 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 /NRI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank. Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to HNI /NRI clients. Driving revenue business to generate fee income through products like mutual funds, investments and insurance Ensure all sales activity is recorded online as per the organizational process. Capture and maximize the business opportunity through detailed client profiling as per organizational process.

Job description Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI 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 usiness. 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 /NRI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank. Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to HNI /NRI clients. Driving revenue business to generate fee income through products like mutual funds, investments and insurance Ensure all sales activity is recorded online as per the organizational process. Capture and maximize the business opportunity through detailed client profiling as per organizational process.

Job description Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI 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 /NRI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank. Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to HNI /NRI clients. Driving revenue business to generate fee income through products like mutual funds, investments and insurance Ensure all sales activity is recorded online as per the organizational process. Capture and maximize the business opportunity through detailed client profiling as per organizational process.

About Our Client The client is a Indian NBFC company with multiple offices Job Description Private Wealth - /AVP / VP / Sr VP /Partner Experience - 10 to 25+ yrs Location - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,Kolkata Education - Graduate /PG ROLES & RESPONSIBILITIES: - Wealth Professionals with prior experience working in a Private Bank/Private Wealth Management Selling of products : Mutual Funds, PMS, Structured Products etc Handle and manage clients. Experience of advising clients across asset classes To prospect, acquire and retain clients To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios To understand clients needs & requirements and accordingly position products & services To coordinate with product and research team for taking investment decision for the clients To provide various investment performance reports and summaries to the clients To build and maintain client bases, along with relevant comments/remarks for future reference To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc. To conduct and assist in organizing seminars, workshops and other business development activities To prepare the MIS reports in the specified formats Wealth managers, by contrast, provide services needed primarily by high-net-worth individuals (HNWIs) and ultra-high-net-worth individ Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products from preferred clients Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

Right Horizond Advisory is looking for WEALTH MANAGER to join our dynamic team and embark on a rewarding career journey We are seeking a dedicated and experienced Wealth Manager to join our financial services team As a Wealth Manager, you will be responsible for providing personalized financial planning and investment advice to high-net-worth individuals and families Your expertise in wealth management, financial analysis, and client relationship management will contribute to helping clients achieve their financial goals and secure their financial future Key Responsibilities: Client Relationship Management:Build and maintain strong relationships with high-net-worth clients by understanding their financial needs, goals, and risk tolerance Provide personalized financial advice and solutions tailored to each client's unique circumstances Financial Planning:Conduct comprehensive financial assessments and create customized financial plans that encompass investment strategies, retirement planning, tax optimization, estate planning, and wealth preservation Investment Management:Develop and manage investment portfolios aligned with clients' objectives and risk profiles Monitor market trends, economic indicators, and investment performance to make informed recommendations Risk Assessment and Management:Evaluate clients' financial risks and develop strategies to mitigate potential vulnerabilities Provide guidance on risk management, insurance coverage, and asset protection Retirement and Estate Planning:Assist clients in planning for their retirement by creating strategies for wealth distribution and sustainable income streams Collaborate with legal professionals to ensure comprehensive estate planning and asset distribution Financial Education:Educate clients about investment options, market trends, and financial planning strategies to empower them to make informed decisions Business Development:Acquire new clients through networking, referrals, and business development activities Expand the firm's client base and assets under management Market Research:Stay updated on financial market trends, economic developments, and investment opportunities Compliance and Regulations:Adhere to industry regulations, ethical standards, and compliance guidelines in all client interactions and recommendations 0 Performance Reporting:Provide regular performance reports to clients, detailing investment performance, portfolio updates, and progress toward financial goals

Equity, commodity, insurance, mutual fund and selling the Financial products. Handle customer queries and objections effectively. Retaining and renewing the existing client base. EXp.- 6 Months - 2 Year

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI 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 /NRI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank. Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to HNI /NRI clients. Driving revenue business to generate fee income through products like mutual funds, investments and insurance Ensure all sales activity is recorded online as per the organizational process. Capture and maximize the business opportunity through detailed client profiling as per organizational process. Interested candidate can share the Cv on below mention details

Urgent Hiring for !!! PCG Relationship Manager!!! for one of the leading broking firm. Candidate should have exp handling HNI and UHNI Clients Candidate should move a minimum book size of 20 cr Look for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM) Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

Job description Join us as an Operation Analyst -Investment Operations at Barclays, where youll spearhead the evolution of our digital landscape, driving innovation and excellence. Youll harness cutting-edge technology to revolutionize our digital offerings, ensuring unapparelled customer experiences. To be successful as an Operation Analyst -Investment Operations, you should have experience with: Roles and Responsibilities: The coreactivities/responsibilitiesfor this function are mentioned below- Execution and Settlement of Transactions for Wealth, PMS and Advisory Clients- 1) Exchange Trades - Equities Derivatives 2) Mutual Funds 3) Bonds, MLDs, IPOs 4) Managed Products, Maintenance of Security Masters daily Pricing across product Processing of investment payments, Asset Transfers, recording of income receipt Resolving Daily Reconciliation Breaks and ensuring accuracy and completeness of data Sign-off to be provided to the Client Reporting team for sending Monthly Client Statements Ensuring timely completion of BOD / EOD process Supporting processing of Fees like Advisory Fees, PMS Management Fees Key Accountabilities: Ensure flawless operations of Transaction Execution and reconcilitions Work towards the service levels and TAT are met. Enhance operational efficiency Coordination with internal stake holders like - Bankers, Compliance, Technology Coordination with external stakeholders like - Fund Houses, Bank, Custody, Product Issuers Timely escalations to senior management Essential Skills/Basic Qualifications: CA/MBA/Post graduate (Commerce) 5-7 years of relevant experience Fair understanding and experience of security market products (Mutual Funds, Bonds, Equities, PMS) and processes Fair understanding of SEBI regulation pertaining to Mutual Funds and Advisory/PMS services. Good communication and interpersonal skills Knowledge of advanced Excel Knowledge of Wealth-Spectrum and Miles (Integra) Job location is Mumbai Purpose of the role To support PBWM with day-to-day processing, reviewing, reporting, and issue resolution. Accountabilities Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services. Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations. Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes. Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes. Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency. Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders. Identification of industry trends and developments to implement best practice in Private Bank and Wealth Management Services. Participation in projects and initiatives to improve Private Bank and Wealth Management efficiency and effectiveness. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team s operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI 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 /NRI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank. Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to HNI /NRI clients. Driving revenue business to generate fee income through products like mutual funds, investments and insurance Ensure all sales activity is recorded online as per the organizational process. Capture and maximize the business opportunity through detailed client profiling as per organizational process.

Lead investment advisory division Create tailored investment strategies Oversee equity research &portfolios Act as SEBI PrincipalOfficer Ensure SEBI compliance Collaborate with research,tech,compliance Represent firm in webinars,seminars,client meets Required Candidate profile Postgraduate in Finance (MBA/CA/CFA) SEBI IA certified (NISM X-A & X-B) 7–10 yrs in equity research & advisory Strong in portfolio mgmt & compliance Pune-based or ready to relocate

Hi, We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Ahmedabad location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion . Regards Pushpa Jaiswar Human Resource Anandrathi Group

Hi, We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Bangalore location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion . Regards Pushpa Jaiswar Human Resource Anandrathi Group

CFP & Relationship Manager / Investor Advisor Our Client: Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over 1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market. Job Title: CFP & Relationship Manager / Investor Advisor Experience: 3-8 years in financial planning and wealth management advisory Education: Graduate, CFP/CFA/CA preferred Locations: Gurgaon About the Role: We are looking for a dynamic and experienced Certified Financial Planner (CFP) with a proven track record as a Relationship Manager to serve as a trusted advisor to our clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships. The ideal candidate will have a deep understanding of the Indian financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice. Key Responsibilities: Client Relationship Management: Build and maintain strong, trust-based relationships with affluent / high-net-worth clients, acting as their primary point of contact for all financial matters. Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice. Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firms client base. Financial Planning: Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning. Develop and present comprehensive financial plans tailored to clients’ goals, risk tolerance, and financial circumstances. Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes. Optimize portfolios for tax efficiency and long-term growth, adhering to SEBI (Securities and Exchange Board of India) guidelines. Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan Business Development: Leverage existing networks and relationship-building skills to acquire new clients and expand the firm’s assets under management (AUM). Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients. Requirements: Qualifications: Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field. Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body(preferred). Additional certifications such as CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus. Experience: Minimum of 5 years of total experience in financial planning and wealth management in India. At least 3 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services. Demonstrated success in managing high-net-worth client relationships and growing assets under management (AUM). Skills: Strong knowledge of Indian financial products, tax laws, and investment vehicles (e.g. mutual funds, ULIP’s, PMS, REITs) Expertise in financial planning tools and software Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and client-friendly manner. Analytical mindset with proficiency in portfolio analysis, risk assessment, and market research. Proven ability to build and maintain client trust, with a client-centric approach to service delivery About Hireginie: Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. We are committed to excellence and offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all.