127 Wealth Product Jobs

Role & responsibilities Drive portfolio performance: achieve financial targets and deliver ROI exceeding benchmark indices. Advise Wealth Managers on the latest investment products and asset-class views. Propose new product ideas to the Investment Committee. Optimize and automate investment processes, with due focus on regulatory compliance. Build and maintain strong client relationships through transparent updates and quarterly reviews. Assess and manage risks in alignment with client goals, ensuring confidentiality and governance. Collaborate across teams to foster a culture of strategic innovation. Maintain compliance, acquire necessary certifications/licenses, and uphold best practices. ...

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. 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. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

Developing and implementing strategies to acquire new private banking clients. Building and maintaining relationships with UHNI & HNI clients. Monitoring (KPIs) & reporting on business performance. Required Candidate profile Private Banking Wealth Banking UHNI & HNI Clients Sourcing PMS & AIF Management

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...

Role & responsibilities 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

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest level Have com...

Role & responsibilities: Role Overview: We are looking for a dynamic and goal-oriented Wealth Manager to join our sales team. The ideal candidate will be responsible for client acquisition and building a portfolio with an Assets Under Management (AUM) target of 1 Crores in the first 3 months. This is a sales-focused role requiring strong interpersonal skills, financial product knowledge, and the ability to build trust-based relationships with clients. Key Responsibilities Acquire new high-net-worth (HNI) and mass affluent clients for investment and wealth management services. Drive AUM growth by identifying client needs and offering tailored solutions. Meet and exceed sales targets minimum 1...

New to bank acquisition of high end current accounts through open market lead generation and closure, 4~5 CA in a month of which 2 should be PCA & IP of 3 lacs, M1 MAB of 4 lacs.

Role & responsibilities 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

Role & responsibilities 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

Dear Candidates !! Greetings from Muthoot Fincorp Ltd !! We have urgent Requirement of State Head (Leadership position ) in Wealth Management Department . Age : 21- 42 years Offered CTC - As per market Standards Minimum Qualifications and Experience: Post Graduate MBA in any specialisation 12 to 15 years years experience in BFSI/NBFC sector in insurance industry in Wealth Management is must required. Having Wide Experience in working in these Specific locations - Rajasthan , Punjab , Haryana & some parts of Uttarakhand . Key Responsibilities - Responsible for execution of wealth management strategy by managing a team of wealth managers in the assigned territory to build awareness of product ...

Role & responsibilities 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

Role & responsibilities To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To track the Affluent & Super Affluent Client segment in the market for new client acquisition Preferred candidate profile Should have 7-15 Years of work experience preferably in Private Bank/Wealth Management set-up Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability) Han...

Role & responsibilities 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

Engage with HNI/UHNI and acquire, advise,manage client portfolios across MF/PMS/AIF, deepening relationships, enhancing share of wallet. Ensure superior client experience through proactive servicing, market insights strict adherence to compliance.

Provide outstanding client experiences. Organised follow-up leads, complete and record appointments, can lose customer requests Support our clients to meet their financial needs as they progress through their career and life stages.

Hello, PFB details: The Manager / Sr. Manager Premier will be responsible for driving wealth management business growth through client acquisition, portfolio management, and delivering superior financial solutions. This role focuses on business development, client servicing, and achievement of revenue targets without team management responsibilities. Key Responsibilities 1. Business Development & Sales • Achieve assigned sales and revenue targets for wealth management products and services. • Identify and onboard High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). • Explore cross-selling and up-selling opportunities across investment and wealth solutions. 2. Clien...

>Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing portfolios. Identify potential investment opportunities through market research, industry trends, and competitor analysis. Develop and implement effective sales strategies to achieve revenue targets for mutual funds, insurance products, wealth management services, HNI acquisition, B2C sales, direct sales, portfolio management, and investment products. What we required ? >Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. >Wealth/ Portfolio Management understand client portfolio ...

Role & responsibilities 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. Fresher's with NISM-5A series are also welcome Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Summary: Looking for a Service Relationship Manager with expertise in Mutual Fund order processing (BSE STAR MF) and working knowledge of AIF & PMS . The role focuses on client servicing, documentation, and seamless coordination with advisors and stakeholders. Job Responsibilities: Manage end-to-end Mutual Fund order processing on platforms such as BSE STAR MF , ensuring accuracy and timeliness. Support client onboarding by handling KYC, documentation, and compliance requirements. Address client service requests, queries, and transaction-related issues promptly. Collaborate with Relationship Managers and Advisors to deliver a seamless client experience. Maintain sound knowledge of Alternativ...

Summary: Looking for a Service Relationship Manager with expertise in Mutual Fund order processing (BSE STAR MF) and working knowledge of AIF & PMS . The role focuses on client servicing, documentation, and seamless coordination with advisors and stakeholders. Job Responsibilities: Manage end-to-end Mutual Fund order processing on platforms such as BSE STAR MF , ensuring accuracy and timeliness. Support client onboarding by handling KYC, documentation, and compliance requirements. Address client service requests, queries, and transaction-related issues promptly. Collaborate with Relationship Managers and Advisors to deliver a seamless client experience. Maintain sound knowledge of Alternativ...

Role & responsibilities 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. Fresher's with NISM-5A series are also welcome Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

www.swastika.co.in Role & responsibilities Trading & Execution Execute Equity, Derivatives, Commodity, and Currency trades with speed and accuracy. Handle DTC, MTF, and Mutual Fund transactions; monitor Algo Trading systems. Ensure error-free order placement and confirmations on recorded lines. Client Servicing & Relationship Management Provide real-time trade updates and support on positions, funds, and limits. Share research ideas and guide clients on investment opportunities. Coordinate with RMs and Sales for client service and cross-sell. Reporting & Compliance Prepare reports on client trading, exposure, and volume. Follow compliance and risk guidelines; support backend coordination. Ad...

Role & responsibilities 1. Manage your own portfolio of HNW/UHNW clients, delivering tailored investment, estate planning, and wealth structuring solutions. 2. Lead and mentor a team of private bankers/relationship managers, driving performance and client satisfaction. 3. Collaborate with product, research, and investment teams to offer holistic wealth management solutions. 4. Identify market opportunities and support regional business development initiatives. Preferred candidate profile 1.. Strong leadership capabilities with the ability to motivate and mentor a team. 2.Proven track record of managing HNW or UHNW client relationships. 3. In-depth knowledge of investment products, wealth pla...