119 Job openings found

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 - Identify and acquire high-net-worth, corporate, and institutional clients.- Build a strong ...

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 - Identify and acquire high-net-worth, corporate, and institutional clients.- Build a strong ...

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 - Identify and acquire high-net-worth, corporate, and institutional clients.- Build a strong ...

Treasury Operations & Coordination    Assist the Treasury Manager in execution and monitoring of treasury-related activities.  Coordinate with banks, financial institutions, consultants, brokers, and other stakeholders for statements, confirmations, reports, and documentation in a timely manner.  Track investment maturities, renewals, redemptions, and other treasury transactions.  Maintain records of documents like treasury-related agreements, ...

Role OverviewWe are looking for an experienced Product Manager with strong exposure to financial products and FinTech platforms. The candidate should be able to understand financial products from both a business and technology perspective and act as the key bridge between management/business teams and technology partners.Key Requirements• Minimum 5–8 years ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share.  Identifying prospective clients & ...

Key Responsibilities Client Acquisition & Relationship Management: Identify, acquire, and manage relationships with HNI/UHNI clients. Build deep and trusted advisory relationships by understanding client needs across investments, banking, credit, and wealth planning. Portfolio Management: Manage client portfolios to ensure consistent revenue growth and retention. Conduct periodic reviews of client portfolios to ensure alignment with client goals ...

Job Title: Private Banker Department: Wealth Management / Retail Banking Location: [City, State] Reporting To: Regional Head – Private Banking / Wealth Management Job Purpose To manage high-net-worth (HNW) clients, provide tailored financial advice, and offer investment solutions aligned with their financial goals. The role involves building strong client relationships, driving portfolio ...

Client Relationship ManagementBuild and maintain strong relationships with clients, understanding their investment needs,financial goals, and risk tolerance.Act as a primary point of contact for clients, ensuring a high level of customer satisfactionand timely communication.Handle inquiries related to portfolio management, transactions, market trends, and newinvestment opportunities. Sales and Business DevelopmentIdentify and pursue ...

POSITION :BUSINESS MANAGER-WEALTH OVERVIEW  We are seeking an experienced and client-focused Business Manager into wealth wing to join our growing team. As a Business Manager, you will be responsible for building strong relationships with high-net-worth individuals (HNIs) and affluent clients, understanding their financial goals, and offering customized investment solutions. This role demands ...