Custody Operations – Wealth Management

Business FunctionGroup Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to delight our business...

Job Title: Private Wealth Management Expert – Fund RaiseCompany: Integrow Asset Management Private LimitedLocation: BKC, MumbaiNumber of openings – 2Designation – Manager /AVPAbout Us:Integrow AMC is a leading player in the asset management industry, specializing in managed real estate investment strategies. With a proven track record of success and a...

About InCred WealthInCred 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 lending, Wealth Management, Asset Management, Investment Banking...

Job Role: Custody client Service team member. The Applicant would be a part of custody client servicing team of the Bank. Periodic service review calls with domestic clients like PMS, AIF, etc as well as foreign clients like FPI, FDI, etc. Ensure there is proper holdholding of all new custody clients at each and every stage of on-boarding and have...

**Job DescriptionOpening with - A Leading Private BankJob Title: Senior Relationship Manager - Custody for Capital & Commodity Markets Wholesale Banking Team**Location - MumbaiPURPOSE OF THE JOB Business Development of Custody Services which includes Custody, Fund Accounting and Derivatives Clearing Services to the Foreign Investors investing through various...

About InCred WealthInCred 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 lending, Wealth Management, Asset Management, Investment Banking...

Job Title: Head of Wealth ManagementCompany Overview: Our company is currently looking for a dynamic Head of Wealth Management to lead and drive the growth of our new wealth management division.Position Summary:The Head of Wealth Management plays a crucial role in spearheading the launch and expansion of our wealth management division. This position calls...

JD ——————— – Completed SEBI registration for PMS business and monthly compliances – Drafting the PMS agreement and POA along with the KYC form – Coordination and setting up of Custodial and banking activities with ICICI Bank and HDFC Bank – Setting up the Wealth spectrum system. – knowledge of the Wealth spectrum system with...

Responsible for acquiring NTF (new to thefirm) clients revenue generation and maintenance of relationshipwith HNI/UHNI & corporate clients and offer wealth advisoryservices. Need to ensuregrowth of AUM or book size. Experience: 5 Years of Wealth Management experience in theindustry/ Must be from Wealth Platform or bankingbackground.

Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size. Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.

Department : Operations Role : PMS Operations & Business Analyst Position : Assistant Manager / Deputy Manager / Manager– Operations Reporting to : Head – Operations Shift Time : India Day Shift (Regular shift)with flexible work timings Roles and Responsibilities: Member of PMS Operations back-office team responsible for...

empowered with the science and art of investing experience new insights and ideas on wealth creation through our exclusive knowl About Our Client Motilal Oswal Private Wealth (MOPW) is a part of Motilal Oswal Group - a brand trusted for knowledge-based investing with a proven performance track record of over 36 years. MOPW was instituted in the year...

Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients...

Candidate's Profile: The candidate will be an experienced Sales professional with a proven track record in building and nurturing relationships with national distributors (NDs) and wealth managers across financial assets. The primary responsibility of this role is to cultivate strong relationships with NDs and wealth managers to promote and sell fixed income...

Responsibilities : Customer Profiling Consultation related to wealth management Client interaction References from existing clients to acquire new clients Updating clients on market Giving the proper information to clients of a transaction at a specific interval. Strive towards achieving an individual goal and thereby the branch and...

About the internship:Selected intern's day-to-day responsibilities include: 1. Support the RM in business development.2. Working on financial planning, portfolio strategy, documentation, and reporting. > Only those candidates can apply who: 1. are available for full time (in-office) internship 2. can start the internship between 13th May'24 and 4th...

About the internship:Selected intern's day-to-day responsibilities include: 1. Support the RM in business development.2. Working on financial planning, portfolio strategy, documentation, and reporting. > Only those candidates can apply who: 1. are available for full time (in-office) internship 2. can start the internship between 13th May'24 and 4th...

Company DescriptionSatco Wealth Private Limited specializes in 4 domains of Wealth Management - Wealth Creation, Wealth Preservation, Wealth Protection, and Wealth Transmission. We help clients understand their life goals and convert them into financial objectives. Our research team constantly monitors macro and micro-economic indicators to filter the...

ITES / BPO / Operations / Customer Service / Telecalling Mumbai _Mumbai Western Suburbs_ March 7, March 8, 2025 Financial ServicesJob Overview:- Office Location (Area) Mumbai- Required Education Commerce Graduate or equivalent degree- Course Type Full Time- Min Required Experience (Years) 2- Max Required Experience (Years) 3Role & Responsibilities:Customer...

Key Responsibilities: Product Strategy and Development: Develop and execute a comprehensive product strategy for digital wealth management, aligning with the overarching business objectives Identify market opportunities and drive the development of innovative products that meet the unique needs of investors Focus on increasing product penetration and...