Wealth Manager jobs

Who we are?GA Wealth Management is a wealth management company, part of GA Group of companies, headquartered in Hyderabad, with footprints across metro cities and in tier 2 locations in India. We create long term value to our clients and communities in the form of wealth creation through equity investments. Our vision is to be the first globally preferred financial partner for every financial...

JOB DESCRIPTIONPurpose: The job description outlines the responsibilities and tasks associated with the position, aligning with the company's quality policies and procedures. This standard is applicable to all employees in this role.Job Location: Mumbai, Bangalore, Ahmedabad, Baroda, Bharuch, Chandigarh, Chennai, Delhi, Hyderabad, Kolkata.Role & Responsibilities:This role looks at experienced and...

Key Responsibilities:Business Establishment:Lead the establishment of the wealth management division from the ground up.Develop and implement strategies to launch and grow the wealth management business.Hire and train a team of wealth managers to deliver high-quality financial advisory services.Team Management:Build and lead a team of Team Leads and Relationship Managers (RMs).Develop and manage...

Hi All,Urgently need freelance Wealth management RM banking trainers for Mumbai for strategic asset allocation & Financial statement analysis on 4th ,6th,11th & 13th Sep. Interested candidates can share resumes on swati.gupta@niit.com or whatsapp on 9773902349.Designation:RM Wealth management Banking TrainerRoles and ResponsibilitiesShould have 10-15 years as a Relationship Manager; experience...

Job PurposeMNCL group is preparing to establish a new wealth management division and appointing a new leader to spearhead it, who will also be tasked with assembling a dedicated team. The ideal candidate will be responsible for managing high net-worth individual (HNI) client portfolios, providing customized multi-investment products and services, and ensuring exceptional branch banking...

Our client is a well known financial institution looking out for Managers, Teamleads & Regional Manager for its private wealth segment.The candidate would be responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients & offer wealth advisory services. Need to ensure growth of AUM or book size.Key Deliverables:1)...

Genpact (NYSE: G) is a global professional services and solutions firm, delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose – the relentless pursuit of a world that works better for people – we serve and transform leading enterprises,...

Role/ Job Title: Cluster Lead-First WealthFunction/ Department: Retail LiabilitiesJob Purpose:The incumbent will lead the Elite Bankers in the region to achieve the defined objectives. The role involves managing the Elite Banker channel and driving the agenda of mobile banking adoption and usage. The incumbent will also engage customers across various products such as Liabilities, Retail Assets,...

Job Title : Senior Manager - Wealth Management (Advisory) Job Type: Full Time, Work from office Experience: 2+ Years Salary : Up to 10LPA Qualification: ● Chartered Accountant / MBA - finance major. ● Must be willing to clear NISM Investment Advisory - A and B tests, post-acceptance. ● CFP certification would be an advantage. Role Highlights: ● Assist in making and presenting...

Locations: Bangalore, Delhi, Kolkata Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to generate business Functional...

Dear Applicants, We are hiring PCG sales - Mumbai & Indore Grade-Offered best. Responsibilities •Getting productivity from channel in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. •Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. * To give your full involvement to support clients to...

Location- Mumbai, Kolkata Who we Are? Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India ‘s largest and fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility across 100+ cities. Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in (Customer) View & Sustainable Relationships. Our...

Locations: Trivandrum-2 Khozikhode-2 Kaloor-1 Key Responsibilities: - To be involved into relationship building & management with the customer for Sales & Services of Financial Products of ICICI group. [Eg. Online Trading Account, Mutual Funds, Investment Advisory, Wealth Management] - To manage customers in the branch or through client visits & provide Financial / Investment Advisory,...

Job Title : Senior Manager - Wealth Management (Advisory) Job Type: Full Time, Work from office Experience: 2+ Years Salary : Up to 10LPA Qualification: ● Chartered Accountant / MBA - finance major. ● Must be willing to clear NISM Investment Advisory - A and B tests, post-acceptance. ● CFP certification would be an advantage. Role Highlights: ● Assist in making and presenting financial plans...

Location- Mumbai, KolkataWho we Are?Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India ‘s largestand fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humilityacross 100+ cities.Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in(Customer) View & Sustainable Relationships. Our investment...

Relationship Management - South MUMBAI Region- Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers- Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment- Identify current and potential relationship with...

Key Responsibilities:Business Establishment:- Lead the establishment of the wealth management division from the ground up.- Develop and implement strategies to launch and grow the wealth management business.- Hire and train a team of wealth managers to deliver high-quality financial advisory services.Team Management:- Build and lead a team of Team Leads and Relationship Managers (RMs).- Develop...

With a startup spirit and 130,000+ curious and courageous minds, we have the expertise to go deep with the world’s biggest brands—and we have fun doing it. We dream in digital, dare in reality, and reinvent the ways companies work to make an impact far bigger than just our bottom line. We’re harnessing the power of technology and humanity to create meaningful transformation that moves us forward...

Key Responsibilities: Business Establishment: - Lead the establishment of the wealth management division from the ground up. - Develop and implement strategies to launch and grow the wealth management business. - Hire and train a team of wealth managers to deliver high-quality financial advisory services. Team Management: - Build and lead a team of Team Leads and Relationship Managers...

Key Responsibilities:Business Establishment:Lead the establishment of the wealth management division from the ground up.Develop and implement strategies to launch and grow the wealth management business.Hire and train a team of wealth managers to deliver high-quality financial advisory services.Team Management:Build and lead a team of Team Leads and Relationship Managers (RMs).Develop and manage...