Wealth Manager

Designation : Relationship Manager - WealthLocation : PuneReporting to : Area Manager / Regional HeadRequired skills and qualifications: - 3+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.- Understanding of financial markets, investment products,...

To up sell MF products to Wealth Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs...

 Accountable for achieving monthly & annual sales targets, as agreed. Ensure properimplementation & execution of relationship management & investment advisory strategies. Ensureproper sales spread between products. Aim to balance NTB (New to Bank customers) withincrease penetration of existing customers to deepen the wallet share. Drive and deliver a...

 Accountable for achieving monthly & annual sales targets, as agreed. Ensure properimplementation & execution of relationship management & investment advisory strategies. Ensureproper sales spread between products. Aim to balance NTB (New to Bank customers) withincrease penetration of existing customers to deepen the wallet share. Drive and deliver a...

 Accountable for achieving monthly & annual sales targets, as agreed. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share.  Drive and...

 Accountable for achieving monthly & annual sales targets, as agreed. Ensure properimplementation & execution of relationship management & investment advisory strategies. Ensureproper sales spread between products. Aim to balance NTB (New to Bank customers) withincrease penetration of existing customers to deepen the wallet share. Drive and deliver a...

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose - the relentless pursuit of a world that works better for people - we...

Company Description & Job Description: Archers Wealth is a well-established & decade old reputed Wealth Management firm, based in city of Pune, is looking to Hire Marketing /Business Development Manager. This is an integral Role within a small team reporting to the Head of Marketing. Key Responsibilities Includes: - 1) Responsible for delivering BD &...

Company Description As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...

We are seeking a skilled Avaloq Developer with expertise in wealth management to join our dynamic team. As an Avaloq Developer, you will be responsible for developing and maintaining Avaloq-based solutions tailored to our wealth management clients' needs. You'll be working within a feature team and using your extensive experience to engineer...

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose - the relentless pursuit of a world that works better for people - we...

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose - the relentless pursuit of a world that works better for people - we...

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose - the relentless pursuit of a world that works better for people - we...

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose - the relentless pursuit of a world that works better for people - we...

Profile;-We require Traders, JOBBERS/Scalpers, and Arbitrageurs on Profit sharing basis. Company Profile**:Balaji Wealth Management Group** is a Professional trading firm offering the latest Indian trading technologies. The firm is operated and serviced by seasoned professionals that know trading. Our traders utilize Direct Market Access for routing all...

**Job Purpose** Wealth Counsellor will work with Relationship Managers / Regional Heads / Sr Regional Heads and Market Head to provide clients with professional guidance on Investment products. Partner and build the Investments business in line with the bank?s strategy so as to achieve and maintain leadership position in the location / region. **KEY...

Job Title:Area Manager Wealth Management Location: Pune About Our Client: Our client is a leading wealth management company dedicated to providing comprehensive wealth solutions, asset management, institutional securities, and capital market advisory services. With a focus on prioritizing client needs, they strive to deliver exceptional outcomes at every...

Relationship Manager - Wealth Responsibilities :Establishing and maintaining powerful relationships with clients and generating business and references to meet the sales targets. Responsible for selling various financial products such as mutual funds, life & health insurance, and other structured wealth and financial products. Managing and reviewing...

About Company:Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.Roles and Responsibilities:Candidate shall be responsible for:• Onboarding, Handling and Managing HNI / Ultra HNI clients.• Accountable to...

Some careers shine brighter than others. If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. 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. HSBC is one of the largest...