182 Wealth Product Jobs - Page 4

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...

Min Exp: 4yrs into dealing of HNI Portfolio

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...

Direct Responsibilities : Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client Ensure all clients are met on a regular basis.Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : To acquire new clients and activate them with asset collection. ...

Direct Responsibilities : Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client Ensure all clients are met on a regular basis.Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : To acquire new clients and activate them with asset collection. ...

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...

Direct Responsibilities : Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client Ensure all clients are met on a regular basis.Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : To acquire new clients and activate them with asset collection. ...

Role & responsibilities Direct Responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities To acquire new clients and activate them...

Job Overview: We are seeking a dynamic and results-driven Business Development person to lead growth initiatives across our portfolio of financial products, including mutual funds, insurance, mortgages, AIF-PMS, multi-asset broking services etc. The ideal candidate will be responsible for identifying, onboarding, and managing clients and distribution partners (e.g., IFAs, brokers, insurance agents, and channel partners), driving cross-sell strategies, expanding market presence, and achieving revenue. Client Acquisition & Relationship Management : - Identify, acquire, and manage retail and HNI clients for various financial products. Conduct need analysis and recommend appropriate financial so...

Job Role: Manager Sales [HNI / UHNI Clientele] Exp 8-12 Years Location: Gurugram HR Role Objective : HNI And UHNI Clients Acquisition , Drive membership acquisition and partnership opportunities for an exclusive networking platform catering to ultra-high-net-worth individuals (UHNIs), CXOs, entrepreneurs, and industry leaders. The role involves leveraging existing luxury, wealth management, and premium sales experience to identify, engage, and onboard qualified prospects. Key Job Role and Responsibilities 1. Identify and approach prospective members from targeted UHNI and senior leadership segments. 2. Present the value proposition of the network in a compelling, trust-driven manner. 3. Main...

To up-sell mutual fund products to Retail/HNI Clients as per the assigned database and generate of fresh leads through reference Achieving the business targets assigned, enhancing and upgrading the client net worth relationships.

Generate business across liabilities, assets and fee products to sustain achieve growth in relationship value revenues and client stickiness.Investment expertise to conduct client portfolio reviews and showcase products as per clients requirements

Role & 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 an...

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 Manage a portfolio of high-net-worth customers. Build and deepen relationships through proactive engagement and financial advisory. Achieve sales and revenue targets for banking and wealth products including CASA, FD, Mutual Funds, Insurance, and Loan products. Conduct regular reviews with clients to ensure their banking needs are being met. Ensure seamless onboarding and servicing of customers, coordinating with internal teams as needed. Monitor and control attrition of the portfolio and ensure customer stickiness. Stay updated on market trends, competitor offerings, and regulatory changes affecting wealth customers.

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 Manage relationships with high net worth individuals (HNIs) to acquire new clients and grow existing ones. Identify opportunities to cross-sell wealth products such as PMS, AIF, MF, Bonds, Insurance, etc. to increase revenue generation. Develop and maintain a strong understanding of retail liabilities business to provide tailored solutions to customers. Collaborate with internal teams to resolve customer queries and issues related to banking services. Analyze market trends and competitor activity to stay ahead in the market. Preferred candidate profile 2-7 years of experience in branch sales or similar role in banking industry. Strong knowledge of Casa Sales, CASA han...

Handle a portfolio of clients, especially high-value or priority customers. Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the company customer service policy. To exercise appropriate due diligence while on-boarding and engaging with clients. Meet or exceed monthly/quarterly branch-level sales and service targets. Coordinate and work closely with colleagues, Service teams Role & responsibilities Preferred candidate profile

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...

Ownership of Wealth Business initiatives(Both dependent & independent of Product-Led Initiatives) aligned with overall business goals Utilize analytics & insights to track performance and drive data-driven decision-making

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