Wealth Manager - Mumbai Metropolitan Region

Conduct Fundamental and Industry ResearchDevelop financial models and valuationsPrepare Research Reports and Investment Recommendations · ...

We are seeking experienced and client-focused Wealth Managers to join our Wealth Management team. The ideal candidate will be responsible for managing High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients, understanding their financial goals, and providing customized inves ...

We are seeking a highly experienced Wealth Management Testing SME to lead and support testing initiatives for wealth management platforms and applications. · The ideal candidate will possess deep domain knowledge in wealth management products and services, · along with strong tes ...

The role of Sr Wealth Manager involves developing and implementing effective strategies to acquire new clients and expand existing accounts. It also includes driving revenue generation & analytics, offering customized financial solutions to HNI and retail clients based on their i ...

Strategy and Business. · Specialization in handling Wealth Management Complaints (Insurance & Investments) · ...

The Job Holder's responsibilities extend to manage processing of account opening, modification, closure & non-individual account documents on daily basis for CCIB/BB/ PvB/Priority segments in addition to IB. · ...

Wealth Management WM Platforms manages industry leading platforms across all WM channels and client segments to provide a unified digital experience unlock growth and deliver efficiencies for Advisors Clients and Institutions. · Lead all aspects of large scale and complex work st ...

The Wealth Management Field Experience & Platforms team is responsible for supporting the creation and on-going development of the latest solutions for Morgan Stanley clients, prospective clients and financial advisors. · ...

+We provide clients around the world with a dedicated partnership and focus on long-term performance. We oversee more than $2 trillion in assets under supervision. · +Coverage and Origination: Support investment ideas across the product suite of Credit via early engagement with r ...

This role focuses on managing and growing relationships with HNI and Ultra-HNI clients by advising them on Pre-IPO, unlisted shares, and wealth management solutions. This role offers strong exposure to high-value clients and niche investment products. · Understanding Financial Ma ...

This is a full-time on-site role located in the Mumbai Metropolitan Region for a Private Banker. · Managing relationships with high-net-worth clients · Understanding their financial goals and designing bespoke wealth management strategies · ...

This role involves establishing and nurturing relationships with high-net-worth clients, providing personalized financial planning and wealth management services. · ...

We are hiring for one of our NBFC Client into Wealth Management. This is completely Outbound Sales role for Wealth customers - HNI & UHNI clients. · Establishing relationship with registered users · Understanding client's requirement, involve RM if needed · ...

In this role, you will own the Channel Sales function building and scaling a network of financial intermediaries who distribute Bizdateup's investment opportunities to their clients. · ...

Selected Intern's Day-to-day Responsibilities Include Managing customer onboarding processes to ensure a smooth start for new users Handling WhatsApp integration for customer communication and support Maintaining and managing customer data accurately and securely · ...

As a Relationship Manager, you'll be responsible for managing and developing relationships with clients of Priority Banking & Priority Private Banking to drive business growth and meet the bank's strategic objectives. · ...

This Quantitative Researcher will analyze and model financial data, develop tools and strategies for quantitative investing, apply statistical and mathematical methods to solve complex problems. · Designing testing optimizing investment strategies · Collaborating with other team ...

We are seeking a highly experienced and strategic GM – Finance to lead and manage the complete finance function across multiple business verticals. · Lead and manage the entire Finance & Accounts function across group businesses · ...

As a Relationship Manager you'll be responsible for managing and developing relationships with clients of SME Banking to drive business growth and meet the bank's strategic objectives. · ...

As a Relationship Manager, you'll be responsible for managing and developing relationships with clients of SME Banking to drive business growth and meet the bank's strategic objectives. · ...