Wealth Manager
1 month ago
Develop a client base of investors and manage relationships on a regular basis
Work closely with internal and external stakeholders to establish HNI, advisory and
institutional channels
Responsible for key account management and customer success specific to the
wealth clients of Leaf Round
Maintain a log of client concerns or feedback and evaluating them for better success
rates
Develop new AUM as well as expand and deepen existing relationships to increase
overall AUM
Achieve budgeted targets in terms of number of clients / volume of business & assets
Cross-sell products and services to clients as per their lifestyle needs, and risk
requirements while keeping in mind their financial objectives
Undertake strategic initiatives - partnering with other fintech startups, product
enhancement etc.
Engage in multiple activities such as referrals, social networking, utilising social
platforms, attending conferences, and even cold-calling high-quality databases to
develop new client relationships
-
Wealth Management Internship
1 month ago
Bengaluru, Karnataka, India Vinca Wealth Full timeAbout the internship:Selected intern's day-to-day responsibilities include: 1. Write research articles2. Prepare a presentation of the client's portfolio3. Help with the execution of the orders4. Conduct meetings with the clients > Only those candidates can apply who: 1. are available for full time (in-office) internship 2. can start the internship...
-
Wealth Manager
1 month ago
Bengaluru, India GA Capital Management Full timeVacancies for Sr. Relationship Manager / ABM/ DBM / Branch Manager / Sr. Branch Manager / Cluster Manager Who we are? GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses. GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in...
-
Wealth Manager
1 month ago
Bengaluru, India GA Capital Management Full timeVacancies for Sr. Relationship Manager / ABM/ DBM / Branch Manager / Sr. Branch Manager / Cluster Manager Who we are? GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses. GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in...
-
Wealth Manager
1 month ago
Bengaluru, India GA Capital Management Full timeVacancies for Sr. Relationship Manager / ABM/ DBM / Branch Manager / Sr. Branch Manager / Cluster Manager Who we are? GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses. GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in...
-
Sales Manager
6 days ago
Bengaluru, India Stack Wealth Full timeJob description Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards). We seek to take...
-
Sales Manager
7 days ago
Bengaluru, India Stack Wealth Full timeJob descriptionStack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take...
-
Sales Manager
7 days ago
Bengaluru, India Stack Wealth Full timeJob descriptionStack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take...
-
Product Manager
7 days ago
Bengaluru, India EdgeVerve Full timeJob Description - Product Manager (Wealth Management)Experience - 9 to 15 yearsLocation - Electronic City, Bengaluru- Experience in Product Management from the Wealth Management and Capital Markets domains.- Solid understanding of entire Wealth Management life cycle from Customer Onboarding, Investment Product life cycle, Operational aspects of Investment...
-
Private Wealth Manager
2 weeks ago
Bengaluru, India Wealthy Full timeRole – AVP / VP - Wealth Management, Wealthy.in Location - HSR Layout, Bengaluru WHY? Wealth Professionals today face many challenges like limited product choices with disproportionate focus on just one or two products thereby depriving you of the opportunity to serving your clients to the best of their interest. HOW are we solving? By aligning the goals...
-
Private Wealth Manager
2 weeks ago
Bengaluru, India Wealthy Full timeRole – AVP / VP - Wealth Management, Wealthy.in Location - HSR Layout, Bengaluru WHY? Wealth Professionals today face many challenges like limited product choices with disproportionate focus on just one or two products thereby depriving you of the opportunity to serving your clients to the best of their interest. HOW are we solving? By aligning the...
-
Private Wealth Manager
2 weeks ago
Bengaluru, India Wealthy Full timeRole – AVP / VP - Wealth Management, Wealthy.in Location - HSR Layout, Bengaluru WHY? Wealth Professionals today face many challenges like limited product choices with disproportionate focus on just one or two products thereby depriving you of the opportunity to serving your clients to the best of their interest. HOW are we solving? By aligning the goals...
-
Product Manager
1 week ago
Bengaluru, India EdgeVerve Full timeJob Description - Product Manager (Wealth Management)Experience - 9 to 15 yearsLocation - Electronic City, BengaluruExperience in Product Management from the Wealth Management and Capital Markets domains. Solid understanding of entire Wealth Management life cycle from Customer Onboarding, Investment Product life cycle, Operational aspects of Investment...
-
Product Manager
1 week ago
Bengaluru, India EdgeVerve Full timeJob Description - Product Manager (Wealth Management)Experience - 9 to 15 yearsLocation - Electronic City, BengaluruExperience in Product Management from the Wealth Management and Capital Markets domains. Solid understanding of entire Wealth Management life cycle from Customer Onboarding, Investment Product life cycle, Operational aspects of Investment...
-
Asset and Wealth Management
1 month ago
Bengaluru, India Goldman Sachs Full timeAbout Goldman Sachs At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions,...
-
Bengaluru, India JPMorgan Chase & Co. Full timeWe are seeking a seasoned technology executive to lead and drive execution in our Wealth Management business in India. As a Senior Executive, you will be part of a global management team and help in developing and executing a comprehensive technology strategy aligned with the overall business objectives of the Wealth Management division, driving advisor...
-
Asset and Wealth Management
4 weeks ago
Bengaluru, India Goldman Sachs Full timeABOUT GOLDMAN SACHS At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and...
-
Wealth Advisor Support-associate
6 days ago
Bengaluru, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions using financial and legal knowledge skills. You have found the right team. As the Wealth Advisor professional in our team you will spend each day defining, refining and delivering set goals for our firm Job responsibilities - You will be reviewing sophisticated estate plans,...
-
Asset and Wealth Management
4 weeks ago
Bengaluru, India Goldman Sachs Full timeABOUT GOLDMAN SACHS At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and...
-
Finance Executive
6 days ago
Bengaluru, India Stack Wealth Full timeStack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...
-
Finance Executive
7 days ago
Bengaluru, India Stack Wealth Full timeStack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...