21 Wealth Products Jobs

Identify, prospect, and onboard HNI/UHNI clients for Global PMS. Build relationships with CAs, wealth managers, intermediaries; handle NRI clients. Conduct client meetings, maintain CRM records, share market feedback. Location: REMOTE

Job Summary - Individually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF, Gold ) Detailed Responsibilities - 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 customer satisfaction and retention. ? Ensure ongoing self-development. ? Manage the portfolio to de-risk against attrition and achieve stability of book. ? Manage the key performance indicators at the highest level. ? Have complete knowledge of the customer base in terms ...

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 ...

HNI Service Team (Kannada, Tamil, Malayalam, Telugu) Experience: 36 years Key Responsibilities: Act as the dedicated point of contact for High Net Worth Individual (HNI) clients. Build and nurture strong client relationships by providing personalized services in regional languages (Kannada, Tamil, Malayalam, Telugu). Drive revenue growth by identifying cross-sell and up-sell opportunities across equities, derivatives, MFs, and wealth products. Generate referrals from satisfied HNI clients and convert them into new business opportunities. Handle portfolio reviews, trading-related assistance, and investment advisory coordination. Ensure best-in-class client servicing with quick resolution of e...

Job Title: Wealth Manager Tata Capital Core Responsibilities 1. Client Acquisition & Onboarding • Pro-actively identify, qualify, and onboard High-Net-Worth Individuals (HNIs) and Ultra-HNWIs. • Leverage personal network, referrals, and micro-events to generate fresh leads. • Conduct risk-profiling exercises to align investments with client goals and temperament 2. Portfolio Planning & Management • Build tailor-made investment plans spanning equities, debt instruments, mutual funds, structured products, and real estate funds • Collaborate with internal research and product teams to structure compliant solutions • Perform periodic portfolio reviews, adjusting strategies based on market develo...

Role Overview: You will be responsible for managing relationships with existing and potential customers in the banking industry. Your main tasks will include developing and implementing strategies to increase sales of retail liabilities, NRI, Wealth related products, and banking products. It will be your duty to identify customer needs, provide appropriate solutions, monitor customer accounts, and offer timely feedback to customers. Additionally, you will need to establish and maintain a strong network of contacts within the banking industry, provide excellent customer service, ensure customer satisfaction, and analyze customer data to enhance customer loyalty. You will also be required to d...

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...

Job Description: You will be a seasoned Private Banker with 5-10 years of relevant experience. In this role, you will be responsible for cross-selling wealth products within the same geography and market. Your expertise in the banking industry will be leveraged to provide tailored financial solutions to high net-worth clients. Your primary focus will be on building and maintaining strong client relationships, understanding their unique financial goals, and offering them personalized wealth management services. You will also need to stay updated on market trends and investment opportunities to ensure the best possible outcomes for your clients. This role will require a deep understanding of w...

Role Overview: As Singapore's longest established bank, you will be part of a transformation journey to become a future-ready learning organization. Your role will involve acquiring new Premier Banking customers by promoting bank products and services, focusing on wealth and loan products. You will offer banking advice, drive Asset Under Management (AUM), optimize customer interactions, and deliver high-quality service standards. Key Responsibilities: - Acquire new to bank customers to become Premier Banking clients - Promote bank products and services, with a focus on wealth and loan products - Offer banking advice to provide solutions that meet customers" needs - Drive Asset Under Manageme...

Location: Mumbai / Noida Experience: 610 years (Minimum 3 years in Broking) About the Role: We are looking for an experienced Product Manager Broking to join our team at Paytm Money . The ideal candidate will have a strong background in broking products, trading platforms, and capital markets , with hands-on experience in building scalable, user-centric products. You will be responsible for driving product strategy, managing the lifecycle, and collaborating with cross-functional teams to deliver seamless investment experiences to our users. Key Responsibilities: Own the end-to-end product lifecycle for broking and trading products (Equity, Derivatives, Commodities, ETFs, etc.). Define produc...

Will be responsible for acquiring HNi clients and providing personalized financial planning and investment management services. developing comprehensive financial plans, conducting client meetings, and offering tailored advice and building wealth Health insurance Sales incentives Provident fund

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

Job description 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 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 look after their day-to-day finances and manage, protect and grow their wealth. Our wealth management teams p...

As a Wealth Manager at Nuvama Wealth, your primary responsibility will be managing the partner network for wealth products in the Delhi NCR region. We are a well-established B2B business with over 25,000 partners nationwide, supported by a dedicated team of 200+ Wealth Managers distributing a range of 13+ wealth products. Our partner-friendly processes, cutting-edge platform, and exceptional Learning & Development team work together to strengthen the partnership between Wealth Managers and Relationship Managers. Key Responsibilities: - Manage both existing partners and drive the acquisition of new partners. - Regularly engage with partners, provide necessary training, and support their growt...

We are hiring dynamic and experienced professionals for a leading private sector bank in Bangalore for the following roles: Open Positions: RMPA (Relationship Manager - Priority Accounts) Aspire RM Signature RM PCARM (Personalized Customer Acquisition RM) Insignia RM Signature Elite RM Location: Bangalore (Multiple branches) Requirements: Minimum 2+ years of experience in Banking, NBFC, or Financial Services Strong knowledge in handling HNI/NRI clients preferred Excellent communication and relationship management skills Please share your CV to: jayalakshmisprohr@gmail.com WhatsApp: 8807182228 Join our job updates group for more openings: https://chat.whatsapp.com/GJ3DAl0NYQRCR5PWqiPJjs

You will be responsible for managing relationships with existing and potential customers in the banking industry. Your main tasks will include developing and implementing strategies to increase sales of retail liabilities, NRI, Wealth related products, and banking products. It will be your duty to identify customer needs, provide appropriate solutions, monitor customer accounts, and offer timely feedback to customers. Additionally, you will need to establish and maintain a strong network of contacts within the banking industry, provide excellent customer service, ensure customer satisfaction, and analyze customer data to enhance customer loyalty. You will also be required to develop 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. To ensure client satisfaction and retention, you will need to focus on increasing product penetration, creating exit barriers, and cross-selling multiple products to each c...

As a seasoned Private Banker with 5-10 years of relevant experience, you will be responsible for cross-selling wealth products within the same geography and market. You will leverage your expertise in the banking industry to provide tailored financial solutions to high net-worth clients. Your primary focus will be on building and maintaining strong client relationships, understanding their unique financial goals, and offering them personalized wealth management services. Additionally, you will stay updated on market trends and investment opportunities to ensure the best possible outcomes for your clients. Your role will require a deep understanding of wealth products and a proven track recor...

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...

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 512 years of experience in Private Banking / Wealth Management with a strong focus on equities . Proven track record of client relationship managem...

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