Financial Services Professional

5 days ago


Bengaluru, Karnataka, India DBS Bank Full time
Job Overview

We are seeking a highly skilled and motivated Financial Services Professional to join our team as a Client Relationship Manager. In this role, you will be responsible for acquiring and deepening relationships with high net worth individuals and families, providing them with tailored financial solutions and exceptional customer service.

Responsibilities
  • Conduct needs-based analysis to identify opportunities for cross-selling DBS products and services
  • Develop and implement strategic plans to acquire and retain high net worth clients
  • Foster strong relationships with clients through regular communication and proactive engagement
  • Maintain up-to-date knowledge of market trends, competitor activity, and regulatory changes
  • Collaborate with internal teams to ensure seamless delivery of services and products
Requirements
  • Minimum 4 years of experience in wealth management or financial services
  • Strong understanding of financial planning and wealth management products
  • In-depth knowledge of local market and competition
  • AMFI / IRDAI / FEDAI certification an advantage
Preferred Qualifications
  • Graduate/Postgraduate degree with MBA
Competencies
  • Strong relationship management and influencing skills
  • Self-driven and ambitious
  • Good written and verbal communication skills
  • Results-orientated and ability to deliver results
Technical Competencies
  • Sales and business development skills


  • Bengaluru, Karnataka, India LMV Financial Services Pvt Ltd Full time

    Exciting Opportunity at LMV Financial Services Pvt. Ltd.We are seeking a highly skilled and motivated candidate for the position of Backend Support Executive. As a key member of our team, you will be responsible for providing exceptional support to our clients and contributing to the growth and success of our organization.Key Responsibilities:Providing...


  • Bengaluru, Karnataka, India NKS Corporate Services LLP Full time

    At NKS Corporate Services LLP, we seek a highly skilled Financial Professional to join our team in the preparation and finalization of accounts, as well as the preparation of Financial Statements. The successful candidate will also be responsible for GST computation, return filling, and payment of GST, as well as Income Tax return filling of Companies,...


  • Bengaluru, Karnataka, India Delta Capita Full time

    About Delta CapitaDelta Capita Group, a Prytek Group member, is a global managed services, consulting, and solutions provider. Our mission is to reinvent the financial services value chain by offering technology-based mutualized services for financial institutions on non-differentiating tasks.Job Title: Senior Financial Services ProfessionalRole Summary:This...


  • Bengaluru, Karnataka, India Hireginie Talent Cloud Pvt Ltd Full time

    About the Investment Specialist RoleWe are seeking an Investment Specialist to join our dynamic inbound business team at Hireginie Talent Cloud Pvt Ltd. As an Investment Specialist, you will be responsible for guiding prequalified clients with a minimum portfolio size of 50 lakhs through personalized investment solutions, focusing on our company's PMS and MF...


  • Bengaluru, Karnataka, India State Street Full time

    Unlock Your Potential in Financial ServicesAt State Street, we're committed to helping our clients safeguard and steward the investments of millions of people. As a Graduate Opportunity, you'll play a key role in shaping the future of our company and the financial services industry.Key Responsibilities:Assist in the preparation of financial statements and...


  • Bengaluru, Karnataka, India Dream Business Solutions Full time

    Job OverviewDream Business Solutions is seeking skilled Senior Financial Service Professionals to join our team. As a key player in our organization, you will be responsible for assisting clients with loan decisions.Salary InformationThe estimated annual salary for this position is approximately $60,000 - $80,000, depending on location and experience.Job...


  • Bengaluru, Karnataka, India NLB Services Pvt Ltd Full time

    At NLB Services Pvt Ltd, we are seeking a highly skilled Financial Analysis Professional to join our team. The ideal candidate will possess strong analytical skills, with a keen eye for detail and the ability to analyze complex financial data.We are looking for a candidate with a Chartered Accountant (CA) or MBA degree, with a focus on finance, accounting,...


  • Bengaluru, Karnataka, India Neorems Services Private Limited Full time

    The Financial Professional will be responsible for managing the company's financial activities, including complete accounts, GST, and TDS filings.Experience in accounts with inventory management is an added advantage.Key ResponsibilitiesPrepare financial reports for various business needsCompile and analyze financial statementsManage budgeting and...


  • Bengaluru, Karnataka, India Corporation Service Company Full time

    Job Title: Financial Services Professional - Financial Operations Manager


  • Bengaluru, Karnataka, India Visa Answer Overseas Education Consultants Full time

    About the OpportunityWe are seeking a highly skilled Senior Financial Services Professional to join our team in Canada.


  • Bengaluru, Karnataka, India Razorpay Full time

    Razorpay, a leading digital banking hub for businesses in India, is seeking an experienced professional to join its team. The ideal candidate will have 2-4 years of experience in the banking domain and a strong understanding of payment methods, policies, and cost queries.Key ResponsibilitiesAct as a primary point of contact for terminal configuration...


  • Bengaluru, Karnataka, India SGGK & Co LLP, Chartered Accountants Full time

    Job Summary:We are seeking a highly skilled and initiative-taking Semi-Qualified Chartered Accountant to join our midsize firm, SGGK & Co LLP, Chartered Accountants. The successful candidate will be responsible for providing audit services, audit support to MNCs, and offshore accounting services to our clients based in the USA, UAE, and Singapore.Key...


  • Bengaluru, Karnataka, India HSBC Full time

    OverviewAt HSBC, we're committed to building a culture where all employees are valued, respected, and their opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment.About the RoleWe're seeking a highly motivated and...


  • Bengaluru, Karnataka, India WELLS FARGO BANK Full time

    About this role:At Wells Fargo Bank, we are looking for a skilled Finance Analyst to join our team. As a Finance Analyst, you will play a key role in developing metrics and tracking/evaluating performance of programs, services, and initiatives. You will work closely with leadership to identify improvement areas, lead various business calls, manage...


  • Bengaluru, Karnataka, India KPMG India Full time

    About KPMG IndiaKPMG in India, a member firm of KPMG International, is a leading professional services firm established in 1993. We provide high-quality advisory services to national and international clients across various sectors. Our team of experts leverages the global network of firms, offering detailed knowledge of local laws, regulations, markets, and...


  • Bengaluru, Karnataka, India Tata Consultancy Services Full time

    Greetings from Tata Consultancy Services, a global leader in IT services and consulting. We are excited to present an exceptional opportunity for a SAP FICO Financial Management Professional.**Location:** Bangalore/ Hyderabad**Salary Range:** ₹25,00,000 - ₹40,00,000 per annum (based on experience)As a SAP FICO Financial Management Professional, you will...


  • Bengaluru, Karnataka, India WELLS FARGO BANK Full time

    About This RoleWe are seeking a highly skilled Risk Management Professional to join our team at Wells Fargo Bank. As a Lead Control Management Officer, you will play a key role in mitigating risks and ensuring the smooth operation of our financial services.


  • Bengaluru, Karnataka, India NKS Corporate Services LLP Full time

    Senior Accounting Specialist Responsibilities:Oversee the accounting team's duties and implement accounting systems and processes that enhance financial efficiency.Develop and maintain accurate financial reports, ensuring compliance with state revenue service regulations.Manage the master data of the general register and review online banking...


  • Bengaluru, Karnataka, India Kids Castle Preschool Full time

    About Kids Castle Preschool:We are seeking a highly skilled Financial Professional to join our team. As a key member of our finance department, you will be responsible for ensuring the accurate and timely management of our financial resources.Key Responsibilities:Manage financial transactions and maintain accurate records.Develop and implement financial...


  • Bengaluru, Karnataka, India WINDOORTECH LTD Full time

    Financial Professional - WINDOORSTEC LTDJob OverviewWindoorstech LLP is a leading company in the field of German upvc doors and windows.We are seeking a seasoned Financial Professional to join our team.ResponsibilitiesAssist in the preparation of financial reports.Ensure compliance with applicable standards, rules, regulations, and systems of internal...