Wealth Manager

Found in: Appcast Linkedin IN C2 - 3 weeks ago

Bengaluru, India Leading Private Sector Bank Full time

Company: A leading Private Sector Bank


Job Location: All across Bangalore


Job Description

1. Relationship Management:

a. Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment

b. Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.

c. Identify current and potential relationship with additional revenue potential and grow business


2. Generating Incremental Business

a. Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.

b. Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships

c. Increase CASA balance in allocated portfolio either through Deepening or Acquisition

d. Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank


3. Customer Engagement:

a. Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values

b. Face to the client and First person Responsible for service and sales satisfaction of mapped clients


4. Investment Advisory

a. Financial Planning and Investment Advisory to HNI clients

b. Driving revenue business to generate fee income through products like mutual funds, investments and insurance


5. Process and Audit

a. Ensure all sales activity is recorded online as per the organizational process

b. Capture and maximize the business opportunity through detailed client profiling as per organizational process

  • Wealth Management Internship

    Found in: beBee jobs IN - 3 weeks ago

    Bengaluru, Karnataka, India Vinca Wealth Full time

    About the internship:Selected intern's day-to-day responsibilities include: 1. Write research articles2. Prepare a presentation of the client's portfolio3. Help with the execution of the orders4. Conduct meetings with the clients > Only those candidates can apply who: 1. are available for full time (in-office) internship 2. can start the internship...

  • Wealth Manager

    Found in: Whatjobs IN C2 - 3 weeks ago

    Bengaluru, India GA Capital Management Full time

    Vacancies for Sr. Relationship Manager / ABM/ DBM / Branch Manager / Sr. Branch Manager / Cluster Manager Who we are? GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses. GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in...

  • Wealth Manager

    Found in: Talent IN 2A C2 - 3 weeks ago

    Bengaluru, India GA Capital Management Full time

    Vacancies for Sr. Relationship Manager / ABM/ DBM / Branch Manager / Sr. Branch Manager / Cluster Manager Who we are? GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses. GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in...

  • Wealth Manager

    Found in: Appcast Linkedin IN C2 - 3 weeks ago

    Bengaluru, India GA Capital Management Full time

    Vacancies for Sr. Relationship Manager / ABM/ DBM / Branch Manager / Sr. Branch Manager / Cluster Manager Who we are? GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses. GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in...

  • Private Wealth Manager

    Found in: Whatjobs IN C2 - 4 days ago

    Bengaluru, India Wealthy Full time

    Role – AVP / VP - Wealth Management, Wealthy.in Location - HSR Layout, Bengaluru WHY? Wealth Professionals today face many challenges like limited product choices with disproportionate focus on just one or two products thereby depriving you of the opportunity to serving your clients to the best of their interest. HOW are we solving? By aligning the...

  • Private Wealth Manager

    Found in: Talent IN 2A C2 - 4 days ago

    Bengaluru, India Wealthy Full time

    Role – AVP / VP - Wealth Management, Wealthy.in Location - HSR Layout, Bengaluru WHY? Wealth Professionals today face many challenges like limited product choices with disproportionate focus on just one or two products thereby depriving you of the opportunity to serving your clients to the best of their interest. HOW are we solving? By aligning the goals...

  • Private Wealth Manager

    Found in: Appcast Linkedin IN C2 - 5 days ago

    Bengaluru, India Wealthy Full time

    Role – AVP / VP - Wealth Management, Wealthy.in Location - HSR Layout, Bengaluru WHY? Wealth Professionals today face many challenges like limited product choices with disproportionate focus on just one or two products thereby depriving you of the opportunity to serving your clients to the best of their interest. HOW are we solving? By aligning the goals...

  • Resource Manager

    Found in: Talent IN C2 - 3 weeks ago

    Bengaluru, India The Muthoot Group Full time

    Roles & Responsibles :- Mutual fundsPortfolio Management SIPPMSBonds SecuirtiesWhat is wealth management skills?Wealth managers need both technical skills and non-technical (soft) skills. Technical skills include capital markets proficiency, portfolio construction ability, financial planning knowledge, quantitative skills, technology skills, and in some...

  • Relationship Manager-WEALTH MANAGEMENT-Relationship Manager

    2 weeks ago

    Bengaluru / Bangalore, India Kotak Mahindra Bank Limited Full time

    Kotak Wealth Management:The Kotak Mahindra Group ('Kotak') has one of the oldest and the most respected Wealth Management teams in India. Kotak offers the widest range of wealth management solutions to High Net-Worth Individuals for over fifteen years, emerging as the largest Wealth Manager by a wide margin.The Kotak client base ranges from entrepreneurs to...

  • Asset and Wealth Management

    Found in: Talent IN C2 - 3 weeks ago

    Bengaluru, India Goldman Sachs Full time

    About Goldman Sachs  At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions,...

  • Wealth Manager

    Found in: Talent IN C2 - 3 weeks ago

    Bengaluru, India Leaf Round Full time

    Develop a client base of investors and manage relationships on a regular basis Work closely with internal and external stakeholders to establish HNI, advisory andinstitutional channels Responsible for key account management and customer success specific to thewealth clients of Leaf Round Maintain a log of client concerns or feedback and evaluating them for...

  • Managing Director of Wealth Management Technology

    Found in: Talent IN C2 - 2 weeks ago

    Bengaluru, India JPMorgan Chase & Co. Full time

    We are seeking a seasoned technology executive to lead and drive execution in our Wealth Management business in India. As a Senior Executive, you will be part of a global management team and help in developing and executing a comprehensive technology strategy aligned with the overall business objectives of the Wealth Management division, driving advisor...

  • Wealth Analytics Management Manager- C11

    Found in: Whatjobs IN C2 - 3 days ago

    Bengaluru, India Citi Full time

    Roles & ResponsibilitiesSupport Wealth Analytics Global team in the area of Investment analytics. This role is an individual contributor roleThe Role holder is expected to independently manage specific projects within the job scope and work closely with Global team in the US to deliver the analytics solutions. Be the primary point of contact for related...

  • Asset and Wealth Management

    Found in: Talent IN C2 - 2 weeks ago

    Bengaluru, India Goldman Sachs Full time

    ABOUT GOLDMAN SACHS At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and...

  • Relationship Manager/Senior Relationship Manager

    Found in: Talent IN 2A C2 - 2 weeks ago

    Bengaluru, India Unique Talent Advisory Services Private Limited Full time

    Relationship Manager/Senior Relationship Manager - Wealth IMP: Wealth domain exp is must for this role.- Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt...

  • Asset & Wealth Management – PWM Partners' Family Office – Analyst – Bengaluru

    Found in: Talent IN C2 - 5 days ago

    Bengaluru, India Goldman Sachs Full time

    About Goldman Sachs At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and...

  • Asset and Wealth Management

    Found in: Talent IN C2 - 2 weeks ago

    Bengaluru, India Goldman Sachs Full time

    ABOUT GOLDMAN SACHS At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and...

  • Senior Wealth Manager 8-12 LPA Sales Prefered

    Found in: Talent IN C2 - 2 weeks ago

    Bengaluru, India Feufo Inc Full time

    As a Senior Wealth Manager your role willinvolve acquiring new customers through referrals organizing events& presentations and leads. You will be responsible formaintaining existing client relationships and growing AUM throughactive portfolio management asset allocation andfinancial/retirement solutions. Advising clients on theirinvestment needs risk...

  • Wealth Management-Bengaluru-Vice President-Software Engineering

    Found in: Talent IN C2 - 2 weeks ago

    Bengaluru, India Goldman Sachs Full time

    Asset & Wealth Management Division: Across Asset and Wealth Management (AWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. The Private Wealth management (PWM) business within Asset & Wealth Management division provides comprehensive Investment Management services and advice across a full-range of asset...

  • Asset and Wealth Management

    Found in: Talent IN C2 - 3 weeks ago

    Bengaluru, India Goldman Sachs Full time

    About Goldman Sachs  The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments, and high-net-worth individuals. The firm is headquartered in New York and...