wealth manager jobs in Pune

We are seeking a skilled Wealth Manager to join our team in Maharashtra. The ideal candidate will have a strong background in relationship management and experience in handling High Net Worth Individuals (HNI). As a Wealth Manager, you will be responsible for providing personalized financial advice and investment strategies to clients, ensuring their...

Description We are seeking an experienced Scrum Master to join our team focusing on Wealth Management and Trade Settlement processes. The ideal candidate will have a deep understanding of Agile practices and will be responsible for guiding our teams towards successful project delivery. Responsibilities Facilitate Scrum ceremonies including daily...

**Roles and Responsibilities :** - Manage high net worth individual (HNI) clients' relationships, providing personalized wealth management solutions. - Identify new business opportunities through networking, referrals, and market research to expand the client base. - Develop and implement investment strategies tailored to each client's financial goals and...

**Roles and Responsibilities :** - Manage a portfolio of high net worth clients, providing personalized wealth management solutions to meet their financial goals. - Identify new business opportunities through networking, referrals, and market research to drive growth in client acquisition. - Develop and maintain strong relationships with existing clients to...

Job PurposeAt Bajaj Finance, our Wealth Managers are trusted advisors to our clients. As a Wealth RM, you will manage and grow a portfolio of HNI and affluent clients, helping them achieve their financial goals through thoughtful advice, curated investment solutions, and long-term relationships.This role is ideal for professionals who enjoy client...

Job Description: Role Overview We are looking for a client-focused Relationship Manager to acquire, retain, and grow high-net-worth and institutional relationships. The role involves understanding client needs, recommending suitable investment solutions, expanding share of wallet, and delivering revenue and service objectives. Key Responsibilities -...

This job is with Avaloq, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Company DescriptionFounded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 10 countries, and more than...

This job is with Avaloq, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Company DescriptionFounded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than...

This job is with Avaloq, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Company DescriptionFounded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 10 countries, and more than...

This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Job Summary Working Rhythm Ensure that the Working Rhythm is followed for increased engagement and to improve efficiency Ensure that all customer transactions...

This job is with Avaloq, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Company DescriptionWriting the future. Together. Avaloq is a value-driven fast-paced fintech company and we are committed to develop the banking technology of tomorrow....

**About Northern Trust** As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure:...

This job is with Avaloq, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Company DescriptionWriting the future. Together. Avaloq is a value-driven fast-paced fintech company and we are committed to develop the banking technology of tomorrow....

Job Requirements Job Requirements Job Description: Relationship Manager-First Wealth at IDFC FIRST Bank Company Overview: IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative and customer-centric financial solutions. With a strong presence in the retail banking sector, we are dedicated to helping our customers...

This job is with Avaloq, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Company DescriptionWriting the future. Together. Avaloq is a value-driven fast-paced fintech company and we are committed to develop the banking technology of tomorrow....

This job is with Avaloq, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Company DescriptionFounded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than...

This job is with Avaloq, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Company DescriptionWriting the future. Together. Avaloq is a value-driven fast-paced fintech company and we are committed to develop the banking technology of tomorrow....

This job is with Avaloq, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Company DescriptionFounded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than...

This job is with Avaloq, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Company DescriptionFounded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 10 countries, and more than...

This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Job Summary • Creates and conducts proposal presentations for the portfolio assigned.• Responsible to maintain cordial relationship with the corporate...