Average salary: Rs1,434,590 /yearly
More stats ...Job Title: Private Banker
Location: Mumbai
About Barclays
Barclays is a British universal... ...Control Objective
Take ownership for managing risk and strengthening controls in... ...business offers bespoke investment, credit, wealth structuring and banking solutions to family...
Rs 10 lakh p.a.
...Hello,
Greetings from Bharti AXA Life Insurance!
We have an excellent opportunity for Wealth Manager
Location : Mumbai, Bangalore, Hyderabad, Chennai, Kochi, Kolkata, Delhi
Role Expectations:
Acquire New To Company Customers through Bharti AXA Life’s...
Rs 16 - 18 lakhs p.a.
...Role: Wealth Manager Qualification: Graduate ( M BA)
Location: Mumbai (Work from Office)
Experience: 5 Years Plus Experience in Wealth Management or Financial Advisory
Working Days: 5 Days working (wherein 4th & 5th Saturday is going to be off, Subject to companies...
...We are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients that will assist them in their financial endeavor's.
Scope of Role
· Responsible to identify and cultivate prospects and/or client...
...direction, HSBC offers opportunities, support and rewards that will take you further.
Wealth and Personal Banking (WPB) is our new global business combining Retail Banking and Wealth Management and Global Private Banking, to become one of the world's largest global wealth...
...Job Role: Private Wealth Manager Location : Mumbai
Responsibilities:
Sourcing of new clients : Aim on exploring one’s existing client base including natural market to set up a good foundation for the career ahead. Aim to build new AUM as well as expand & deepen...
...InCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA. The company is part of the InCred Group, which has growing businesses across Retail...
...Job Description
Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management
. Address HNI clients for investment requirements, through exclusive product bouquet and superior...
...have knowledge of equity, stocks , CMS, SIP, mutual funds should have closed 25 Lakhs to 1 crore ticket. Acquisition of Wealth Clients:
1.Wealth Manager will be responsible for acquiring & advising HNI clients. Leads
of Affluent & Super Affluent client base from the...
~ Handling transactions and co-ordination with support staff for the same
~ Attending Seminar, Meetings organized by Mutual Fund Companies
~ Following up and tracking MIS of business
~ Complete Data analysis of investments, other industry information
~ Data Reconciliation...
...offerings, exceptional service capabilities and seamless claims process management. We are currently seeking passionate individuals who are eager... ...Job Title: Senior Manager - Private Client Group (Private Wealth Management)
Location: Lowerparel, Mumbai
Job...
...direction, HSBC offers opportunities, support and rewards that will take you further.
Business Descriptor:
Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them...
...FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisory platform (web & mobile) that offers Wealth Advisory... ...in being among the early adopters of technology-driven wealth management solutions in the Indian financial landscape. Our vision is to empower...
...networks, etc.).
~ Strong visualization capabilities and technical expertise in data mining (SQL, Python, etc.).
~ Experience managing dynamic high-performance teams in a matrix organization.
~ Preferred Qualifications:
~ Understanding of Investment Management...
...We are looking for a banking candidate who would be keen on financial planning and advisory for one of the Boutique Wealth Management firm. - The Wealth Manager shall be responsible for Research/Analysis and recommending enhancements to further develop and maintain an effective...
Rs 15 - 25 lakhs p.a.
...Business Development Manager - Wealth Management
This opportunity is for CA rank holders and Tier 1 Management Professionals only.
- Client is looking for a Business Development Manager (Location: Mumbai) to identify leads, pitch our offerings to potential clients and...
...Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
~To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.
~To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and...
...services firm that aims to be its clients 'Personal CFO' and help them manage their personal finances efficiently. The company prioritizes the... ...we continue to grow, we are seeking a dynamic and results-driven Wealth Management Sales professional to join our team.
Role...
...least 100 crores of AUM.
Role Description
This is a full-time on-site role for a Senior Private Banker. The Senior Private Banker will be responsible for managing and growing client relationships, providing financial planning advice, recommending investment strategies...
...assisting seminars, workshops, and other business events.
· Be updated with the market trends.
· Prior experience working in wealth management firms, Private banking, PMS, Advisory, AIF Acquisition or ticket MF Sales with exposure to HNI client management.
· Fostering...
...FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisory platform (web & mobile) that offers Wealth Advisory... ...in being among the early adopters of technology-driven wealth management solutions in the Indian financial landscape.
Our vision is to...
...Job Title: SR. NRI Relationship Manager - Wealth
Location: Mumbai
Experience: 5 years + in to BFSI Industry
Salary Range: INR 12,00,000 p.a. to INR 15,00,000 p.a. + Incentives
Job Description:
A Senior NRI Wealth Relationship Manager would primarily...
...We are looking for Business Analyst - Wealth Management System for on of the leading company.
Years of Experience: 6+ Years
Location: Mumbai
Max CTC: 13 LPA
NP: Immediate to 15 days
Job Description:
Domain Skillset Required : Wealth Management System....
Nuvama Wealth is hiring for below positions for their Digital Business-
Job description
Roles and Responsibilities
- Catering to the... ...products, MF, Insurance, PMS & Structured products offerings
- Manage HNI & UHNI clients through client visits, suggest financial...
...your financial decisions so that you can live a life that you always desired.
Role Description
This is a full-time, on-site Wealth Manager role located in Mumbai. The Wealth Manager will be responsible for managing clients' investments and creating customized financial...
Specific Responsibilities: - On boarding of new funds through acquisition of new preferred HNI/Ultra HNI Clients. - To provide exceptional service to existing clients, deepening relationships and investments from them. - Acquiring new clients through multiple channels like ...
...Wealth Relationship Manager
Company Overview:
~ Zigsaw is a leading financial organization operating in the None industry. With a strong reputation and a vast clientele base Zigsaw is dedicated to providing topnotch financial products and services to its individual retail...
...Company Overview
Zigsaw is a leading financial services organization in the None industry, dedicated to providing exceptional wealth management solutions to retail and high-net-worth individuals. With a strong focus on customer satisfaction and achieving revenue targets,...
...About Quantum AMC :
Quantum AMC is an Indian asset management company (AMC) headquartered in Mumbai, India. The Quantum story began in... ...Experience : 6 to 8 years required in handling Family offices and Wealth Counters
Location: MUMBAI
Reporting to: HEAD OF...
Rs 2 - 4.2 lakhs p.a.
...Database Expansion: Grow the client database by prospecting new clients, leveraging existing connections, and increasing Assets Under Management (AUM) for the organization.
Desired Skills:
1. MBA in Finance/Marketing.
2. Should have experience working in Investment...