wealth jobs in Pune

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 -...

Job Description: Job Summary The Area Head - Wealth is responsible for leading and managing the wealth management team across the designated area. This role ensures the achievement of revenue targets, client acquisition, and portfolio growth while maintaining high standards of client satisfaction and adherence to compliance and regulatory...

Position: Business Development Management - Senior Wealth Executive Organization: Tianum Networth Managers Experience: 3 to 8 years Location: Pune Compensation: Up to 10 LPA Are you ambitious, commercially driven, and ready to take on meaningful challenges? We are seeking a high-energy Business Development Manager to drive growth within our Wealth...

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: 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...

**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:...

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 achieve...

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 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 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 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 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 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 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...

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...