Operations Associate- Private Wealth

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...

Role Description for Tax And Accounts Associate 1. Closing of Statutory Audit, Tax Audit, and GST audit of clients independently and with the support of seniors wherever required 2. Handling Direct and indirect Taxation work of clients independently 3. Handling TDS & and advance tax Compliance work independently 4. Transactional Advisory work. 5....

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 &...

Private Banker Detailed Responsibilities:- Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. - Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and...

**PCC Only - Private Banker**: **Job ID**:R0246364**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-02-21**Location**:Pune**Position Overview**: **Job Title**:Private Banker** **Location: Pune** **Role Description** Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a...

TRAINING COORDINATORWe are seeking an individual to support and partner with the Private Wealth Talent Acquisition and Development Team to facilitate and execute our development programs for Private Wealth Associates, Coordinators and Advisors. The Training Coordinator is an integral partner in managing training activities and building employee skills;...

Description Do you have Fund Accounting experience, and are you seeking a new job in Pune? Apex Group is looking for a Private Equity Fund Accounting Senior Associate, and the hybrid role comes with an attractive salary and benefits package. This full-time hybrid role comes with a favourable salary and the chance to join a progressive company. Your primary...

Company DescriptionAs 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...

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...

Company DescriptionAs 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...

**Job Title: IPB Lending Operations Banking (Associate)** **Location: Jaipur** IPB Lending Operations (Banking) team is part of Wealth management which takes care of Loan Payments, receivables, Invoice Generations, Auto debit setup, Loan reporting and reconciliations for International Private client’s. **What we’ll offer you** As part of our flexible...

**Job Description - Associate, Operations** **Location: Kharadi, Pune, MH - 411014** **Roles and Responsibilities**: Verify the information provided by applicants to ensure accuracy and completeness Ensure that all required documentation is present and accurate Perform data entry to enter applicant information into the company's database Communicate...

Job DescriptionWe are looking to recruit a Temenos Functional Lead into our Temenos CoE within the Banking and Diversified Financials Practice to cater to Client’s Private BankWe’d particularly like to hear from you if you have experience working in Temenos Core & Wealth management solution. These roles represent a unique opportunity build your career as...

 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...

**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 Description We are looking to recruit a Temenos Functional Lead into our Temenos CoE within the Banking and Diversified Financials Practice to cater to Client’s Private Bank   We’d particularly like to hear from you if you have experience working in Temenos Core & Wealth management solution. These roles represent a unique opportunity build your...

Job Description We are looking to recruit a Temenos Functional Lead into our Temenos CoE within the Banking and Diversified Financials Practice to cater to Clients Private Bank Wed particularly like to hear from you if you have experience working in Temenos Core & Wealth management solution. These roles represent a unique opportunity build your...

Complete clerical and administrative tasks - Provide feedback on company policies and procedures - Make recommendations for business performance improvement - Assist the operations manager in daily management - Place inventory and supply orders as required - Cooperate with different departments to improve business operations - Manage employee schedules and...

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...