Project Description: We are seeking a highly experienced Senior Delivery Manager to support a rapidly growing banking account by overseeing staffing and managing a large-scale capabilities project. The ideal candidate will be proactive, adaptable, and possess a broad skill set, including exceptional communication skills for engaging with senior stakeholders. Experience in Avaloq and/or Wealth...
About CIBC India CIBC India is a technology and operations hub in Hyderabad, where you’ll be part of our highly engaged and global team, and play a central role in supporting our growth. Whether you’re driving innovation in digital banking or streamlining client onboarding, you’ll be part of a culture recognized for excellence and investment in people. At CIBC India, people and progress are at...
Function: Private Wealth Management Location: Mumbai / Delhi NCR / Bengaluru / Chennai / Ahmedabad / Pune Reporting to: Regional Director – Private Wealth Employment Type: Full-time Executive Summary At Bajaj, our Private Wealth Managers are trusted advisors to UHNI families, entrepreneurs, and promoters. As a Private Wealth RM, you will be responsible for managing and growing a high-quality...
Designation- Manager/ Sr Manager- Wealth Management Job Profile: - Develop and provide solutions to the client’s basis their requirements - Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles - Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM - Initiate portfolio review of the existing...
About Yubi Market Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise...
Hiring Alert: Wealth Manager at ArihantPlus ArihantPlus is the digital broking arm of Arihant Capital Markets Limited, and we’re on a mission to make investing and trading smarter, more accessible, and truly level for every kind of investor. We’re building a platform that empowers beginners, supports seasoned traders, and inspires everyone in between. To achieve this, we’re looking for bold...
Job Summary: The incumbent of this role will be responsible for managing relationships with High Net Worth (HNI), Ultra High Net Worth (UHNI), and Retail customers, offering tailored financial solutions, and driving investments into our insurance products. This role demands strong financial acumen, excellent interpersonal skills, and a deep understanding of wealth management products. Key...
About the Company Who are we? Our Vision: To be the trusted one stop “strategy to execution” global banking transformation and digital innovation advisor for designing pragmatic business maximization solutions, building future of banking ready capabilities and delivering the best business value realization, user adoption and faster go-to-market transformation programs for our banking and...
SVP – Wealth Management | Individual / Playing Captain (UHNI Focus) Position based at Ahmedabad CTC: ₹30–80 LPA (Open for the right book & leadership impact) Email: [email protected] The Mandate This is not a support or oversight role. We are seeking a frontline wealth leader** who combines **personal UHNI credibility** with the ability to **build, lead, and dominate a regional wealth...
Role Overview Wealth Manager - Fixed Income, the role is focused on acquiring new clients in Mumbai, closing investment business, and ensuring a smooth onboarding handoff to operations/advisory teams. The ideal candidate has 3+ years in financial sales/wealth/investments with a strong local client network and end-to-end sales capability from prospecting to closure. Key responsibilities -...
Job Description - - As the Wealth Manager, you will be responsible for gaining a deep understanding of the clients' financial objectives & requirements and creating strategic recommendations w.r.t India based on this understanding. You will do so by building a strong relationship with our clients. - You will be supported by Service RMs, who will help you with pre and post investment processes....
Job Title: Wealth Manager Location: Andheri & Thane, Mumbai Mode: On-site Candidate must be NISM Equity & Derivatives certified. Role and Responsibilities: - Responsible for sourcing new clients and developing strong relationships with existing clients to service them for their Equity, Debt & Derivative product portfolios. - Cross-selling investment products like Mutual Funds, Insurance,...
Analyst – Wealth Management | Kolkata, India Location: Kolkata, India Type: Full-time Experience: 0–2 years Industry: Financial Services / Wealth Management About Us We’re a boutique wealth management firm built on trust, integrity, and long-term relationships. Based in Kolkata, we work closely with our clients to help them navigate the world of investments with clarity and confidence. Who...
Responsibilities: - Develop a deep understanding of the 1 Finance philosophy, advisory approach, and suite of services to effectively align client needs with customized financial solutions - Conduct comprehensive assessments of client profiles to design personalized financial plans based on individual goals, risk appetite, and overall financial position - Monitor the execution and progress of...
Location: Koramangala,Bangalore Department: Wealth/Equity Key Responsibilities: Key Roles / Responsibilities - Plan the day’s work with emphasis on leads to be contacted basis the - importance of the Wealth Advisory funnel and size - • Identify fitment of Wealth Advisory products matching the client’s investing goals - • Interact with potential customers with the emphasis on high quality -...
Wealth Manager | Partner Business Job Overview We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger. Locations: Ahmedabad, Delhi, Mumbai & Pune Roles And...
Job Description - - As the Wealth Manager, you will be responsible for gaining a deep understanding of the clients' financial objectives & requirements and creating strategic recommendations w.r.t India based on this understanding. You will do so by building a strong relationship with our clients. - You will be supported by Service RMs, who will help you with pre and post investment processes....
About CIBC India: CIBC India is a technology and operations hub in Hyderabad, where you’ll be part of our highly engaged and global team, and play a central role in supporting our growth. Whether you’re driving innovation in digital banking or streamlining client onboarding, you’ll be part of a culture recognized for excellence and investment in people. At CIBC India, people and progress are at...
Job Summary: The incumbent of this role will be responsible for managing relationships with High Net Worth (HNI), Ultra High Net Worth (UHNI), and Retail customers, offering tailored financial solutions, and driving investments into our insurance products. This role demands strong financial acumen, excellent interpersonal skills, and a deep understanding of wealth management products. Key...
Very Urgent Mandate for a well reputed Private Wealth Management Organization for Mumbai location. (Local candidates preferred) S/VP-Wealth Management (Individual role) Only candidates from Banks, NBFC Or Wealth Management companies, having wealth products (MF, AIF, PMS, etc) selling experience are welcome. CTC: Up to 50 LPA Its a pure sales role of wealth products hence Operation, research,...