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Wealth Manager

Company Name Confidential
Mumbai
2-12 years

Role: Asset Management, Partnership Management B2B, Direct Sales - Financial advisory

Skills: Sales, Financial advisory, Portfolio Management, Investment Advisory, Wealth Management

with product experience in Mutual Fund,

Functional Area: Sales

Skills :

Wealth Manager

Vibhinna Ventures
Bengaluru / Bangalore
1-11 years

We are Hiring Wealth Managers for TATA AIA across Bangalore

Skills :

Wealth Manager

IDFC FIRST Bank
India Delhi
14-17 years

Job Title - Wealth Manager Business Unit -Retail Banking Function - Wealth, Retail Banking Job Purpose : The role would be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilit

Skills :

Senior Wealth Manager

IDFC FIRST Bank
India Mumbai
14-17 years

Job Title - SeniorWealth Manager Place of work - Pan India Business Unit -Retail Banking Function - Wealth, Retail Banking Job Purpose : The role would be responsible for managing the portfolio of the clients for providing them with better investment

Skills :

Job role .Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services. .Build and deepen relationships with existing HNI Customers to achieve increase in sha

Job Description : Kotak Wealth Management: The Kotak Mahindra Group (‘Kotak) has one of the oldest and the most respected Wealth Management teams in India. Kotak offers the widest range of wealth management solutions to High Net-Worth Individuals f

Skills :

Manager, Wealth Management Ops

Standard Chartered
Bengaluru / Bangalore
6-7 years

About Standard Chartered
We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.
To us, good performance is about much more than turning a profit. It's about showing how you embody

Skills :

Job 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

Job Description : Some of the key tasks are…… 1. Conduct IAS applicability assessment along with Business for every LS/NBG roles 2. Assist business in completing IAS documentations in Compass and presentation of charters 3. Liaise with IAS

Job Role: . Acquire new clients, identify their needs and provide them with right financial planning assistance and asset allocation. . Build and deepen relationships with existing HNI customers to achieve increase in share of wallet. . Cross sell pr

Job Description : Some of the key tasks are…… 1. Conduct IAS applicability assessment along with Business for every LS/NBG roles 2. Assist business in completing IAS documentations in Compass and presentation of charters 3. Liaise with IAS

Job Description : Some of the key tasks are…… 1. Conduct IAS applicability assessment along with Business for every LS/NBG roles 2. Assist business in completing IAS documentations in Compass and presentation of charters 3. Liaise with IAS

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 s

Job 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

Job 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

Kotak Wealth Management: The Kotak Mahindra Group (‘Kotak) has one of the oldest and the most respected Wealth Management teams in India. Kotak offers the widest range of wealth management solutions to High Net-Worth Individuals for over fifteen yea

Skills :

Job Description : Some of the key tasks are…… 1. Conduct IAS applicability assessment along with Business for every LS/NBG roles 2. Assist business in completing IAS documentations in Compass and presentation of charters 3. Liaise with IAS

Job Role: 1. Provide client service support in : 1. Ensure smooth processing of Accounts with healthy first pass scores and ensure clarity in documentation, with adequate record of updates and process flow 2. Responding to client inquiries on documen

Skills :

Job 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

Skills :

Job 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

Skills :

Job 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

Skills :

Relationship Manager - Wealth  - Pune - Baner - JM

Tata Group
India Pune
Not Specified

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 s

Relationship Manager - Wealth - Bhubaneshwar - Samantarapur - JM

Tata Group
India Bhubaneswar
Not Specified

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 s

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 s

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 s

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