Wealth Management Client Associate Jobs in Gurgaon

About the Role:Grade Level (for internal use):07The Team:S&P Global WSO is an industry leader in leveraged loan and high-yield solutions and provides comprehensive products and services for portfolio management administration reporting and analysis.The Role:S&P Global has an opening for an analytica...

We help the world run betterAt SAP we keep it simple: you bring your best to us and well bring out the best in you. Were builders touching over 20 industries and 80% of global commerce and we need your unique talents to help shape whats next. The work is challenging but it matters. Youll find a pla...

Amex GBT is a place where colleagues find inspiration in travel as a force for good and through their work can make an impact on our industry. Were here to help our colleagues achieve success and offer an inclusive and collaborative culture where your voice is valued.What Youll DoExpand the scope...

About the Role:Grade Level (for internal use):07The Team:Solutions Operations is the industry leader in leveraged loan private equity and high-yield solutions and provides comprehensive products and services for portfolio management administration reporting and analysis. Through our numerous platfor...

1. HNI Client Acquisition & Portfolio Expansion Acquire HNI customers for Royal/Preferred banking through market visits references and existing client mining. Generate new business for Current Accounts (CA) and Savings Accounts (SA) from high-value individuals business owners professionals and c...

JLL empowers you to shape a brighter way.Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services advisory and technology for our clients. We are committed to hiring the best most talented people and empowering them to thrive g...

About the Role:Grade Level (for internal use):10Department overview:The Customer Experience Team a new shared capability within Market Intelligence partners closely with Sales account management and product to deliver a differentiated customer experience. This group enables our revenue team by overs...

As a member of ourSolutionConsulting team you will have a major impact on our future success by supporting theEmployee Experience Customer Workflow ITXSolution Sales. You will help guide revenue for one of ourproducts withthesupportand partnershipofSalesProductManagement and the executive team. This...

About the Role:Grade Level (for internal use):10The Team:Cappitech Enterprise provides Trade & Transaction Reporting services across various regimes for various asset classes products & workflows. Our services enable financial institutions to do Reconciliation Advanced Analytics Exception Management...

About this roleBusiness OverviewPMGTechis the horizontal technology platform within BlackRocks Portfolio Management Group (PMG) integrating investment research with advanced engineering AI and alternative data to make technology a direct driver of alpha. Itoperatesas one global team across three ver...

Job Title : Relationship ManagerExperience : 3-8 YearsLocation : GurgaonRoles & Responsibilities: Manage and grow affluent client portfolios; conduct regular portfolio reviews. Acquire new clients through referrals networking and market outreach. Collaborate with Advisors for proposal preparation...

Role Overview RMs manage affluent portfolios acquire clients and deliver advice with the support ofAdvisors. Key Responsibilities 1. Client Management- Manage portfolios and reviews 2. Client Acquisition- Referrals- Network building 3. Advisory Execution- Work with Advisors- Document advice 4. CRM &...

JLL empowers you to shape a brighter way.Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services advisory and technology for our clients. We are committed to hiring the best most talented people and empowering them to thrive g...

About the Role:Grade Level (for internal use):10The Team:Cappitech Enterprise provides Trade & Transaction Reporting services across various regimes for various asset classes products & workflows. Our services enable financial institutions to do Reconciliation Advanced Analytics Exception Management...

Role Summary In the above context the RMrole is responsible to supervise the business delivery under Banca team and Tie Ups& primarily grow the business with profits Channel Management Managing Banks NBFCs and other Micro Finance liaising with Operations & Product tower Process Excellence group Cl...

SOTI is committed to providing its employees with endless possibilities; learning new things working with the latest technologies and making a difference in the world.Key ResponsibilitiesResponsible for developing and maintaining a strong relationship with Enterprise customers (up to an approximate...

Job DescriptionAs a member of our CRM Sales team you will have a major impact on our future success. CRM & Industry Solutions is a rapidly growing focus area for ServiceNow. Members of this team will have an opportunity to drive the growth engine for ServiceNow along with support from the business u...

OverviewAs a Solution Consultant for Indias Telecom Media & Technology (TMT) sector you will play a pivotal role in helping telecom operators media companies and IT/ITES conglomerates transform customer engagement order management and operational efficiency through innovative CRM solutions. You will...

Execute manage and optimise paid digital campaigns across a variety of platforms using native and third-party tools. Work collaboratively with Account teams to translate client needs into campaign strategies that over-deliver on their needs. Develop in-depth and technical reporting to showcase perf...

Line of ServiceAdvisoryIndustry/SectorNot ApplicableSpecialismRiskManagement LevelSenior AssociateJob Description & SummaryAt PwC our people in cybersecurity focus on protecting organisations from cyber threats through advanced technologies and strategies. They work to identify vulnerabilities devel...