Job OverviewWe are looking for a high-impact Product Manager with a deep understanding of the Indian wealth management landscape. You will be responsible for two critical pillars: designing a world-class Product Basket (Mutual Funds, PMS, AIF, Bonds) and leading our Investor Awareness (IAP) and Investor Education (IEP) initiatives through strategic corporate partnerships. You will bridge the gap...
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...
Role OverviewWealth 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 responsibilitiesNew client...
Hiring | Outbound Callers – Wealth Management (B2C Sales)Client: Bajaj CapitalLocation: GurgaonExperience: 1-4 yrsQualification: Any graduateCTC: Up to 6 LPANotice: 15-20 daysWork: 5 days/week + alternate SaturdaysRole Highlights:• B2C sales – Investments & Insurance• Strong communication skills required• Candidates with India market exposure preferred• Open to candidates from any industry...
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...
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...
Designation- Manager/ Sr Manager- Wealth ManagementJob Profile:Develop and provide solutions to the client’s basis their requirementsConduct timely and regular follow-up with the leads and tag them on broadcasts and news articlesIncrease client base by meeting new clients, taking reference from the existing investors and thereby building AUMInitiate portfolio review of the existing investors in a...
Hiring Alert: Wealth Manager at ArihantPlusArihantPlus 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...
Vyn (pronounced “win”) is a new-age fintech venture building a world-class platform for international wealth investing. We are backed by a seed capital of $4M and led by two co-founders — Adesh Tyagi, a US-based serial entrepreneur and Rakesh Bhunatar, a fintech entrepreneur — bringing deep global and financial expertise to the table. We are a part of $1B US technology group, a headquartered in...
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....
CFP or NISM XA and XB preferredLocation: Gurgaon HybridOrganisation: Moneyvesta Capital Services Private LimitedEmployment Type: Full TimeAbout the Role We are hiring a Relationship Manager who will be responsible for converting qualified leads into clients and managing assigned client relationships on an ongoing basis.Clients will be allocated to you post onboarding, and you will remain their...
About the CompanyWho 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 financial...
About Yubi MarketYubi 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 enabling...
Test Manager - WealthExperience: 12+ YearsWork Location: Navi Mumbai/PhilippinesPreferred Immediate Joiner.If your profiles aligns with the below requirement, please share your updated resume to [email protected], CC: [email protected] OverviewWe are seeking an experienced Test Manager to lead the end-to-end Quality Engineering (QE) strategy for the implementation...
Location – Bangalore/MumbaiPosition: Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client Meetings or Virtual Presentations to clients.3. To conduct...
Wealth Manager | Partner BusinessJob OverviewWe 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 & PuneRoles And Responsibilities-...
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 LPAIts a pure sales role of wealth products hence Operation, research, Risk...
Role Overview:The Wealth Manager (Family Office) will act as the primary liaison between the Family Office and its client families. This role is responsible for onboarding new clients and managing relationships with high-net-worth families, understanding their unique needs, and ensuring the seamless delivery of wealth management, investment, estate planning, and lifestyle services. He will...
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...