167 Job openings found

Job Title: Relationship Manager - Private Wealth Management Job Overview: As a Relationship Manager in the Private Wealth Management industry, your primary responsibility is to cultivate and maintain strong relationships with high-net-worth clients. You will be tasked with understanding clients' financial goals, providing expert advice, and delivering customized wealth management solutions ...

Job Description We are seeking a Product Manager to manage and grow the Wealth & Investments portfolio on the Mobile/ Internet Banking platform. The role will be responsible for driving business growth, customer acquisition, engagement, and revenue across Mutual Funds, Insurance, Bonds, NPS, Deposits, and other investment products while ensuring a ...

Key Responsibilities: Team Leadership & Development: Lead, mentor, and motivate a team of Priority Acquisition specialists responsible for acquiring high-net-worth clients. Set clear goals, expectations, and performance targets for the team, ensuring alignment with organizational objectives. Regularly monitor performance metrics, track KPIs, and provide constructive feedback to improve the team's sales outcomes. Conduct regular team ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & 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 & ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & 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 & ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & 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 & ...

Job Title: Wealth Manager Location: [Insert Location] Job Type: [Full-time/Part-time/Contract] Department: Wealth Management / Financial Advisory Reports To: [Director of Wealth Management / Senior Partner / CEO] Job Summary We are seeking a highly skilled and client-focused Wealth Manager to join our team. In this role, you will be responsible for providing high-net-worth ...

Talent Acquisition Manager - Wealth / Private Banking / PCG Experience: 3-5  years of experience in Talent Acquisition Location: Prabhadevi, Mumbai – Work from Office CTC: Up to ₹10 LPA Fixed + Annual Bonus Qualification: Graduation / MBA in HR Age: Below 30 years Industry: BFSI only – Private Banking, Wealth Management, Private Banking, Broking, or Consulting ...

Job Description: Private Banker / Partner – First Private Key Responsibilities: Client Acquisition & Relationship Management: Identify and onboard HNI and UHNI clients, nurturing long-term relationships to fulfill their comprehensive banking needs. LinkedIn+1LinkedIn+1 Wealth Advisory: Provide personalized financial advice, leveraging the bank's suite of wealth solutions, including investments, insurance, and estate planning. idfcfirstbank Product ...

Location - Hazra, Kolkata We are looking for a passionate, client-first Qualified Personal Finance Professional (QPFP) or Certified Financial Planner (CFP) to join our growing wealth management team. This role is ideal for someone who enjoys building long-term client relationships, creating comprehensive financial plans, and helping families achieve their financial goals through ...