wealth manager jobs in Pune

Job description The wealth advisor will have to undertake the following responsibilities: Prospect, acquire and retain clients Achieve budgeted targets in terms of number of clients/volume of business assets. Research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients...

About Stable Money   Stable Money is India’s leading fixed investment platform. It is a marketplace which helps customers discover and invest in high-quality fixed-income products such as Fixed Deposits (FDs), RD, Bonds, Credit Cards, Mutual Funds from trusted institutions. Stable Money has 30 lac+ trusted investors, 2000cr+ bookings since inception and...

Core Responsibilities: ● Engage with the clients regularly and conduct their portfolio reviews. ● Understand the client's goals, aims and aspirations and ensure his investment strategy is aligned with it. ● Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. ● Prepare and interpret client...

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...

Key Responsibilities:Client Relationship Management:Develop and maintain strong, long-term relationships with existing and prospective HNI clients.Regularly meet clients to understand their financial goals, objectives, and risk tolerance.Serve as the primary point of contact for clients, providing exceptional customer...

**Senior Analyst - Wealth Management - IN** A Senior Analyst in Wealth Management Operations manages complex financial transactions, reconciliations, and data processing. They also oversee compliance and reporting, ensuring seamless support for the wealth management process and improving operational workflows. **Key Responsibilities and Duties** -...

**Company Name: Motilal Oswal Financial services** **Position Title: Wealth Manager** **Role Summary:** We are looking for a dynamic and driven Wealth Manager to acquire, manage, and grow a high-net-worth client base. The role involves offering end-to-end wealth management solutions tailored to the unique financial needs of HNIs/UHNIs while ensuring...

Key Responsibilities:Team Leadership & Management:Lead, motivate, and mentor a team of Relationship Managers to achieve individual and team targets.Set performance goals, monitor progress, and provide feedback and coaching to team members to improve sales, service, and client relationship management.Foster a...

About Northern TrustAs 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: Service,...

About Yubi: Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the world's possibility platform for the discovery, investment, fulfillment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it.In...

Specialist - BCM - Asset & Wealth ManagementReady to turn bold ideas into real-world impact? At Genpact, we don’t just adapt to change, we lead it. AI and digital innovation are transforming the way businesses work, and we’re at the forefront of it. Genpact’s AI Gigafactory, our industry-first accelerator, exemplifies how we scale advanced technology...

Job Title:       Financial Planning Specialist / Financial Planning Expert (Digital)Reporting To:       Branch ManagerAbout Finnovate:Finnovate is India’s largest financial planning platform that specializes in providing successful professionals with a disciplined approach to help them achieve their financial goals safely, surely, swiftlyTo date we...

Company Name – Muthoot Fincorp LimitedJob Title – Relationship Manager - WealthGrade – MM3Designation – ManagerLocation – Trivandrum, Kerala Reports to – Span Of Control – NA Our Brand PurposeTo transform the life of the common man by improving their financial wellbeing JOB DESCRIPTION ROLE SUMMARY (PURPOSE) The primary responsibility of...

Job Description: Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update...

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...

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be...

Teamone Financial Services Pvt. Ltd. Role : Wealth Management Location : Pune About Teamone : Teamone Financial Services is a trusted wealth management firm with 28 years of legacy, dedicated to helping HNI families preserve, grow, and transfer their wealth. We combine personalized advice, disciplined investing, and long-term relationships to deliver...

Job Title: Senior Analyst / Manager (Wealth and Treasury Solutions) Location: Mumbai Job Type: Full-time CTC: ₹18 – 20 LPA (based on experience and fit) About the Opportunity We are representing a leading Treasury and Wealth Advisory Group with two decades of expertise across foreign exchange, commodities, structured treasury solutions, and multi-family...

Description Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management • Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long...

Description Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management • Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long...