46 Wealth Products Jobs

Role Details Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the Bank. Overall Job Description To cross sell wealth & liability products to the banks premium Asset clients Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of cu...

IP Business Upfront Revenues, Activation of Partners in Investment Product Business RM's Physical Meetings & Seminars with FR's & End Clients New High Impact Business Initiatives LOC-HUBLI/BELGAUM/VIZAG/PUNE

As a Relationship Manager in the banking industry, your role will involve managing relationships with both existing and potential customers. Your primary responsibilities will include: - Developing and implementing strategies to increase sales of retail liabilities, NRI, Wealth related products, and other banking products. - Identifying customer needs, providing appropriate solutions, monitoring customer accounts, and offering timely feedback to customers. - Establishing and maintaining a strong network of contacts within the banking industry. - Providing excellent customer service, ensuring customer satisfaction, and analyzing customer data to enhance customer loyalty. - Developing and exec...

As a Relationship Manager at a Leading Pvt Bank in Gujarat, your primary responsibility will be to increase the Liability book and Investment AUM portfolio size by deepening existing relationships and acquiring new clients. You will be expected to generate revenue through cross-selling business banking and wealth products such as Trade Forex, Insurance, Investments, and Retail Assets. Acquiring Potential Insignia Clients and managing both business and individual (resident and NRI) clients will be key aspects of your role. Key Responsibilities: - Increase the Liability book and Investment AUM portfolio size by deepening existing relationships and acquiring new clients. - Generate revenue thro...

Maximize profit & achievement of growth of client’s portfolio & meet financial targets by developing existing & new relationships. Regular reviews with clients, understand their needs, advise them on different products to achieve their wealth goals. Required Candidate profile MBA - with proven & progressive financial services and/or private wealth exp or equivalent especially with high net worth clients. Evidence of strong sales results in insurance and investment products

Maximize profit & achievement of growth of client’s portfolio & meet financial targets by developing existing & new relationships. Regular reviews with clients, understand their needs, advise them on different products to achieve their wealth goals. Required Candidate profile MBA - with proven & progressive financial services and/or private wealth exp or equivalent especially with high net worth clients. Evidence of strong sales results in insurance and investment products

As a seasoned growth leader at marketfeed, a Y Combinator-backed investment-tech startup, you will play a crucial role in scaling the business and making wealth creation accessible and intelligent for everyone. With a community of 2.3M+ investors and 400,000+ app users, you will have the opportunity to double the business in the next 12 months by leveraging your expertise in scaling investment or wealth products in India and a strong analytical approach to funnels, CAC, and user behavior. Your key responsibilities will include: - Owning the Growth Engine: - Leading user acquisition, activation, and conversion into trade-ready users - Delivering CAC, funnel efficiency, and high-quality growth...

As a candidate for this position, your role will involve increasing the Liability book and Investment AUM portfolio size through deepening existing relationships and acquiring new clients. Your key responsibilities will include: - Generating revenue by cross-selling business banking and wealth products such as Trade Forex, Insurance, Investments, and Retail Assets. - Ensuring the quality of sourcing by acquiring Potential Clients. - Acquiring and managing both business and individual (resident and NRI) clients. - Increasing product penetration and exit barriers by cross-selling multiple products per client. - Performing Portfolio allocations, reviews, and financial check-ups for each client ...

Relationship Manager- Wealth Management Location- Gurgaon Experience - 2-4 Years Role Description We are looking for a dynamic Relationship Manager Wealth Management to manage and grow a portfolio of HNI/Ultra-HNI and corporate clients by offering tailored financial and investment solutions. Key Responsibilities Develop and manage relationships with HNI, Ultra-HNI, and corporate clients to drive AUM and revenue growth. Understand clients financial goals, risk appetite, and investment preferences to create customized wealth management strategies. Provide end-to-end advisory on investments, insurance, tax planning, and estate planning. Advise clients on portfolio structuring, asset allocation,...

IP Business Upfront Revenues, Activation of Partners in Investment Product Business RM's Physical Meetings & Seminars with FR's & End Clients New High Impact Business Initiatives LOC-HUBLI/BELGAUM/VIZAG

As a Relationship Manager (Equity & Wealth), your role involves working closely with both active and dormant clients, providing guidance on equity, F&O, and wealth products, and assisting them in their investment decisions. This is an office-based position that prioritizes building and maintaining relationships with clients. **Key Responsibilities:** - Manage and expand assigned client portfolios - Assist clients in various investment options including equity/F&O, SIPs, mutual funds, and wealth products - Revive old client relationships to drive monthly revenue - Conduct daily follow-ups and coordinate advisory services - Engage in cross-selling investment products without engaging in door-t...

1) Responsible for Handling NRI HNI Clients 2) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive cl...

This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Job Summary As a Relationship Manager, you'll be responsible for managing and developing relationships with clients of SME Banking to drive business growth and meet the bank's strategic objectives. You'll provide client needs-based solutions, structure appropriate credit facility, and execute various banking transactions. You'll identify prospects and convert to generate new business and proactively build trusted client relationships to maintain a portfolio of active and growing customers. This is ...

* Min 5- 8 Yrs from MF and PMS product. *Good cross sells experience in wealth products like mutual funds,sip etc *Mandatory NISM 5A & 8

* Min 5- 8 Yrs from MF and PMS product. *Good cross sells experience in wealth products like mutual funds,sip etc *Mandatory NISM 5A & 8

* Min 5- 8 Yrs from MF and PMS product. *Good cross sells experience in wealth products like mutual funds,sip etc *Mandatory NISM 5A & 8

* Min 5- 8 Yrs from MF and PMS product. *Good cross sells experience in wealth products like mutual funds,sip etc *Mandatory NISM 5A & 8

* Min 5- 8 Yrs from MF and PMS product. *Good cross sells experience in wealth products like mutual funds,sip etc *Mandatory NISM 5A & 8

Brand: HSBC Area of Interest: Branch and Retail Banking Location: Mumbai, MH, IN, 400001 Work style: Office Worker Date: 17 Oct 2025 Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mob...

Some Careers Open More Doors Than Others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world's most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset M...

Job Summary As a Relationship Manager, you'll be responsible for managing and developing relationships with clients of SME Banking to drive business growth and meet the bank's strategic objectives. You'll provide client needs-based solutions, structure appropriate credit facility, and execute various banking transactions. You'll identify prospects and convert to generate new business and proactively build trusted client relationships to maintain a portfolio of active and growing customers. This is an opportunity for you to demonstrate your relationship management, sales, customer service and communications skills. Our Relationship Managers can advance their careers across client segments or ...

TIE-UPS is hiring for a Leading Equity Firm in India . Operating in all metros . Excellent paymaster . Diversifying into NBFC Domain JOB TITLE--Relationship Manager - Investment Banking & Wealth Domain Job description- Maximize profit & achievement of growth of client's portfolio & meet financial targets by developing existing & new relationships. Regular reviews with clients, understand their needs, and advise them on different products to achieve their wealth goals. Required Candidate profile MBA - with proven & progressive financial services and/or private wealth exp or equivalent especially with high net worth clients. Evidence of strong sales results in insurance and investment products...

As a candidate for the role, your responsibilities will include: - Building a focus towards investment X-sell among RM population - Building on Investment penetration of HNI clients - Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products - Ensuring RM activation & focus on investment products - Going on Joint meetings to build volumes along with new to investment penetration of the portfolio - Ensuring 100% compliance of regulatory matters including EUIN & NISM within timelines - Training RMs & building knowledge levels through training /workshops/in coordination with partner teams - Overall building on AUM by growin...

As a Wealth Manager at Nuvama Wealth, your role involves managing the partner network of wealth products in the Delhi NCR region. You will be responsible for both nurturing existing partners and acquiring new ones. Regularly engaging with partners, providing training, and focusing on business development to achieve scorecard targets are key aspects of your responsibilities. Furthermore, ensuring compliance with all guidelines is crucial in this role. **Key Responsibilities:** - Managing existing partners and acquiring new partners - Engaging with partners regularly and providing necessary training - Developing business and achieving scorecard targets - Ensuring compliance with all guidelines...

Role & responsibilities Manage and grow a portfolio of HNI & UHNI clients , providing tailored wealth management solutions. Advise clients on equity investments, structured products, mutual funds, and other financial instruments . Build trusted client relationships by understanding financial goals, risk appetite, and investment needs. Collaborate with product specialists and research teams to deliver holistic financial strategies. Drive AUM growth , client acquisition, and revenue generation through proactive advisory. Preferred candidate profile 5 - 12 years of experience in Private Banking / Wealth Management with a strong focus on equities . Proven track record of client relationship mana...