Wealth Manager

3 weeks ago

Bengaluru, Karnataka, India prov HR Soluctions Full time

Responsibilities 1 Increasing the Liability book and Investment AUM portfolio size through deepening and new acquisition 2 Revenue generation through cross sell of business banking and wealth products like Trade Forex Insurance Investments Retail Assets etc 3 Ensure quality of sourcing by acquiring Potential Insignia Clients 4 Acquiring and managing both business individual resident and NRI clients 5 Increase product penetration and exit barriers by cross- selling more number of products per client 6 Performing Portfolio allocations reviews financial check-ups for each client at defined frequency 7 Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions 8 Work in close coordination with Client Experience Manager s to deliver superior service to clients 9 Ensuring adherence to Compliance processes and guidelines 10 Reduce rejection rates and improve quality of documentation 11 Ensuring 360- client engagement - Total Client Ownership ref updazz com

  • Senior Wealth Manager

    1 week ago

    Bengaluru, Karnataka, India Nuvama Wealth Full time

    Job DescriptionCompany DescriptionNuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...

  • Wealth Advisor

    2 weeks ago

    Bengaluru, Karnataka, India Equentis Wealth Advisory Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Premium Membership Program (PMP) - Associate/Sr. Associate role at Equentis Wealth Services in India:The Role:This position is part of the Premium Membership Program (PMP) team in Bangalore. Your main goal is to guide existing clients of services to upgrade to the premium PMP subscription.Key Responsibilities:Manage a portfolio of existing clients and...

  • Wealth Manager

    3 weeks ago

    Bengaluru, Karnataka, India Tech Mahindra Full time

    Title: BA Wealth Digital Business AnalystExperience: 6-12 yearsOffshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time.Domain: Banking onlyJob Location: DubaiBudget: 23 to 27 LPANotice Period: ImmediateJob Description:They are converting a lot of their paper-based journeys to digital journeys.The application...

  • Wealth Manager

    3 weeks ago

    Bengaluru, Karnataka, India Tech Mahindra Full time

    Title: BA Wealth Digital Business Analyst Experience: 6-12 years Offshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time. Domain: Banking only Job Location: Dubai Budget: 23 to 27 LPA Notice Period: Immediate Job Description: They are converting a lot of their paper-based journeys to digital...

  • Wealth Manager

    2 weeks ago

    Bengaluru, Karnataka, India Tech Mahindra Full time

    Title: BA Wealth Digital Business Analyst Experience: 6-12 yearsOffshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time.Domain: Banking onlyJob Location: DubaiBudget: 23 to 27 LPANotice Period: ImmediateJob Description:They are converting a lot of their paper-based journeys to digital journeys.The...

  • Wealth Manager

    2 weeks ago

    Bengaluru, Karnataka, India Tech Mahindra Full time

    Title: BA Wealth Digital Business Analyst Experience: 6-12 yearsOffshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time.Domain: Banking onlyJob Location: DubaiBudget: 23 to 27 LPANotice Period: ImmediateJob Description:They are converting a lot of their paper-based journeys to digital journeys.The...

  • Wealth Manager

    3 weeks ago

    Bengaluru, Karnataka, India equentis Full time

    Location – Bangalore/MumbaiPosition: Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client Meetings or...

  • Wealth Manager

    2 weeks ago

    Bengaluru, Karnataka, India equentis Full time

    Location – Bangalore/MumbaiPosition: Wealth Manager Broader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client Meetings or...

  • Wealth Manager

    2 weeks ago

    Bengaluru, Karnataka, India equentis Full time

    Job DescriptionLocation Bangalore/MumbaiPosition: Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client...

  • Wealth Manager

    2 weeks ago

    Bengaluru, Karnataka, India equentis Full time

    Location – Bangalore/Mumbai Position: Wealth Manager Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings...