Wealth Management Jobs in India

Company Overview Incedo is a US-based consulting data science and technology services firm with over 3000 people helping clientsfrom our six offices across US Mexico and India. We help our clients achieve competitive advantage throughend-to-end digital transformation. Our uniqueness lies in bringing...

Company Overview Incedo is a US-based consulting data science and technology services firm with over 3000 people helping clientsfrom our six offices across US Mexico and India. We help our clients achieve competitive advantage throughend-to-end digital transformation. Our uniqueness lies in bringing...

About Northern Trust:Northern Trust a Fortune 500 company is a globally recognized award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the worlds most successful individuals families and...

Role: Customer Support-Wealth management Location- Gurugram Conduct comprehensive analysis of equities Exchange Traded Funds cryptocurrencies and mutual funds to support informed investment decisions. Monitor market trends corporate actions dividend events and company financial performance. A...

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...

Job Title : Service AssistantExperience : 1-4 YearsLocation : GurgaonRoles & Responsibilities: Support RMs and Advisors with client queries follow-ups and day-to-day servicing. Maintain CRM records track tasks and ensure timely updates. Assist with client onboarding documentation and report prepa...

Job Title : RM Team Lead Experience : 6-10 YearsLocation : GurgaonRoles & Responsibilities: Lead and mentor a team of Relationship Managers; conduct daily huddles and funnel reviews. Drive revenue delivery advisory quality and team productivity. Join key HNI/UHNI client meetings and support RMs i...

Job Title : Advisor / Investment Analyst Experience : 4-6 YearsLocation : GurgaonRoles & Responsibilities: Prepare portfolio review reports rebalancing summaries and investment proposals. Track market trends and conduct research on equity and debt products. Support RMs with analytics presentation...

Job Title : Senior Financial Product Specialist Experience : 5-8 YearsLocation : GurgaonRoles & Responsibilities Conduct research & due diligence on Mutual Funds PMS AIFs MLDs InvITs & REITs. Build model portfolios and asset-allocation frameworks. Prepare product notes research reports & governan...

Job Title : Sales HeadExperience : 15 YearsLocation : GurgaonRoles & Responsibilities: Build lead and manage the RM organisation including hiring Relationship Managers and Team Leads. Drive revenue delivery set targets and oversee P&L responsibilities. Attract and retain talent foster culture and...

In this role you will have to:Support USA healthcare sector for a client publishing syndicated and Ad hoc market research reports Work involves survey analysis PowerPoint report making survey data analysis & checking verifying against earlier reports conduct quality checks PowerPoint template creati...

Job DescriptionPositionARM/RMLocationDepartmentBrocaFunctionBroca salesReporting toArea HeadBand5 5BJOB SUMMARY:Implement the strategy to setup and develop the Broking Channel in the designated territory. Setup and manage a pool of 8-10 branches of Partner and managing revenue from these set of bran...

About Max Life Insurance: Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group an Indian multi business corporation.Max Life offers comprehensive protection and long-term savings lif...

Profile DescriptionWere seeking someone to join our team as (Director) .Net C# Developer who can be an Agile squad member and interact with other squad members as well as external stakeholders including business and technology partners (local as well as global) across Wealth Management infrastructur...

Ready to build the future with AIAt Genpact we dont just keep up with technologywe set the pace. AI and digital innovation are redefining industries and were leading the charge. Genpacts AI Gigafactory our industry-first accelerator is an example of how were scaling advanced technology solutions to...

DescriptionCome join us if you want to create exceptional client experiences improve operational efficiencies and reduce risk through AI in global private bankWe have an exciting and rewarding opportunity for you to take your software engineering career to the next an Applied AI/ML Vice President w...

Entitlements Senior Associate ISG ManagementWere seeking someone to join our team as a Manager in Institutional Securities Group ManagementInstitutional Securities provides products and services to corporations governments financial institutions and ultra-high net worth clients. Investment banking s...

Key responsibilities for the role : Building and maintaining relationships with mid and large corporate clients. Preparation of In-Principle Credit Note and Presentations for Credit Committee approvals Understanding of Credit and to present proposal to Management for approvals...

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 &...

Job Description SummaryMulti-Channel Sales (Life Sciences) work includes: Promoting and selling the organizations products across multiple sales channels including selling directly to end-consumer or organizations; selling to resellers distributers or retail outlets; and promoting through medical re...