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...
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-...
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...
Key Responsibilities - Acquire new HNI / UHNI clients through referrals, market networking, and internal leads- Manage and deepen relationships with an existing private wealth client book- Understand clients’ financial goals and provide tailor-made investment solutions- Offer advisory across products such as:- Mutual Funds- PMS / AIF- Equity & Fixed Income- Bonds & Structured Products- Insurance...
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...
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...
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...
Hiring | Outbound Callers – Wealth Management (B2C Sales) Client: Bajaj Capital Location: Gurgaon Experience: 1-4 yrs Qualification: Any graduate CTC: Up to 6 LPA Notice: 15-20 days Work: 5 days/week + alternate Saturdays Role Highlights: • B2C sales – Investments & Insurance • Strong communication skills required • Candidates with India market exposure preferred • Open to candidates...
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...
CFP or NISM XA and XB preferred Location: Gurgaon Hybrid Organisation: Moneyvesta Capital Services Private Limited Employment Type: Full Time About 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...
Wealth Management Trainee | Mutual Funds | Finance (Fresher) Chandigarh — On-Site Only Salary: ₹20,000 – ₹25,000 per month (Negotiable) Kickstart your career in Mutual Funds & Wealth Management with DR. Shares & Stock Brokers. This role is ideal for freshers with basic finance knowledge, good English communication, and a strong interest in investments. Complete training will be provided to...
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...
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....
Test Manager - Wealth Experience: 12+ Years Work Location: Navi Mumbai/Philippines Preferred Immediate Joiner. If your profiles aligns with the below requirement, please share your updated resume to [email protected], CC: [email protected] Role OverviewWe are seeking an experienced Test Manager to lead the end-to-end Quality Engineering (QE) strategy for the...
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...
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- lead...
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...
Role Summary We are looking for a driven Relationship Manager who will work as an individual contributor to acquire direct clients and build a strong network of Business Associates (BAs) / DSAs for Stock Broking and allied wealth products. The role demands strong on-field sales capability, relationship-building skills, and consistent achievement of individual and channel-based targets. Key...
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...