Asset Allocation Jobs in India

*Role Overview:*We are seeking an experienced professional to lead our Wealth Management business in Bangalore. The role involves driving regional growth managing HNI client relationships and delivering comprehensive investment advisory and portfolio management solutions across asset classes while l...

Position PurposeTo spearhead achievement of third party product business in the branch . The primary responsibility of theInvestment Counsellor is to drive third party product business through Relationship Managers who are responsiblefor cross-selling / up-selling / to the existing customer base of...

Position Purpose The primary responsibility of Advisory Manager is to Generate Broking Revenue Cross Sell third party products such as Mutual Funds PMS and AIF generate interest income acquiring new clients and reactivating old dormant clients client servicing RM will report to Team Leader...

Understand clients investment needs in detail and create long-term asset allocation strategies aligned with their financial goals.Acquire and advise HNI / UHNI clients across multiple asset classes including Equities Debt Mutual Funds Alternate Investments PMS and AIFs.Advise clients in coordination...

Understand clients investment needs in detail and create long-term asset allocation strategies aligned with their financial goals.Acquire and advise HNI / UHNI clients across multiple asset classes including Equities Debt Mutual Funds Alternate Investments PMS and AIFs.Advise clients in coordination...

Understand clients investment needs in detail and create long-term asset allocation strategies aligned with their financial goals.Acquire and advise HNI / UHNI clients across multiple asset classes including Equities Debt Mutual Funds Alternate Investments PMS and AIFs.Advise clients in coordination...

Understand clients investment needs in detail and create long-term asset allocation strategies aligned with their financial goals.Acquire and advise HNI / UHNI clients across multiple asset classes including Equities Debt Mutual Funds Alternate Investments PMS and AIFs.Advise clients in coordination...

Understand clients investment needs in detail and create long-term asset allocation strategies aligned with their financial goals.Acquire and advise HNI / UHNI clients across multiple asset classes including Equities Debt Mutual Funds Alternate Investments PMS and AIFs.Advise clients in coordination...

Understand clients investment needs in detail and create long-term asset allocation strategies aligned with their financial goals.Acquire and advise HNI / UHNI clients across multiple asset classes including Equities Debt Mutual Funds Alternate Investments PMS and AIFs.Advise clients in coordination...

Understand clients investment needs in detail and create long-term asset allocation strategies aligned with their financial goals.Acquire and advise HNI / UHNI clients across multiple asset classes including Equities Debt Mutual Funds Alternate Investments PMS and AIFs.Advise clients in coordination...

Understand clients investment needs in detail and create long-term asset allocation strategies aligned with their financial goals.Acquire and advise HNI / UHNI clients across multiple asset classes including Equities Debt Mutual Funds Alternate Investments PMS and AIFs.Advise clients in coordination...

Role Overview:The Relationship Manager will be responsible for managing HNI client relationships delivering investment advisory and driving AUM growth through comprehensive wealth management solutions. Key Responsibilities: Understand clients investment needs and create long-term asset allocation s...

Role Overview:The Relationship Manager will be responsible for managing HNI client relationships delivering investment advisory and driving AUM growth through comprehensive wealth management solutions. Key Responsibilities: Understand clients investment needs and create long-term asset allocation s...

Role Overview: The Relationship Manager will be responsible for managing HNI client relationships delivering investment advisory and driving AUM growth through comprehensive wealth management solutions. Key Responsibilities: Understand clients investment needs and create long-term asset allocation...

Role Overview:The Relationship Manager will be responsible for managing HNI client relationships delivering investment advisory and driving AUM growth through comprehensive wealth management solutions. Key Responsibilities: Understand clients investment needs and create long-term asset allocation s...

Role Overview:The Relationship Manager will be responsible for managing HNI client relationships delivering investment advisory and driving AUM growth through comprehensive wealth management solutions. Key Responsibilities: Understand clients investment needs and create long-term asset allocation s...

RESPONSIBILITIES & TASKS: Understand in detail clients investment needs & create a long term Asset Allocation plan. Acquire and advise HNI Clients in all asset classes like Debt Alternate Assets Equity Mutual Funds. Advice clients with the assistance of in-house experts on their business needs rela...

RESPONSIBILITIES & TASKS: Understand in detail clients investment needs & create a long term Asset Allocation plan. Acquire and advise HNI Clients in all asset classes like Debt Alternate Assets Equity Mutual Funds. Advice clients with the assistance of in-house experts on their business needs rela...

RESPONSIBILITIES & TASKS: Understand in detail clients investment needs & create a long term Asset Allocation plan. Acquire and advise HNI Clients in all asset classes like Debt Alternate Assets Equity Mutual Funds. Advice clients with the assistance of in-house experts on their business needs rela...

RESPONSIBILITIES & TASKS: Understand in detail clients investment needs & create a long term Asset Allocation plan. Acquire and advise HNI Clients in all asset classes like Debt Alternate Assets Equity Mutual Funds. Advice clients with the assistance of in-house experts on their business needs rela...