Wealth Management Specialist Jobs in India

Roles and Responsibilities Job Purpose Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size cross selling the Right products acquiring family a/cs retai...

Job Description – Trade Relationship ManagerLocation: BangaloreCTC: Up to 9 LPAExperience: Minimum 2 YearsProduct: Trade & Forex (Acquisition Portfolio Handling)Role Overview:We are hiring a Trade Relationship Manager to drive Trade & Forex business through acquisition of new clients and managing e...

Job Description – Relationship Manager (Mortgage – DSA Channel)Location: VadodaraCTC: Up to 5.5 LPAExperience: Minimum 1–3 YearsProduct: Home Loan & Loan Against Property (HL/LAP) – DSA ChannelRole Overview:We are looking for a Relationship Manager to drive Mortgage business through the DSA network...

About Us:Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices...

About Us:Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices...

DescriptionBusiness Management optimizes business performances by helping to drive key initiatives. We act as trusted advisors and counterweight to Business/Group Heads and are responsible for identifying escalating and mitigating business risks. The role of a business manager is dynamic and can var...

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...

Position Overview You will be managing relationships with new existing and tenured Consultants (Experts) using our Internal tools. You will have to comply with strict Compliance procedures (GDPR and PII) to ensure the highest quality of response and resolution whilst collaborating with other Custome...

Who We AreAbout StripeStripe is a financial infrastructure platform for businesses. Millions of companiesfrom the worlds largest enterprises to the most ambitious startupsuse Stripe to accept payments grow their revenue and accelerate new business opportunities. Our mission is to increase the GDP of...

At Alcon were passionate about enhancing sight and helping people see brilliantly. With more than 25000 associates we innovate fearlessly champion progress and act swiftly to impact global eye health. We foster an inclusive culture recognizing your contributions and offering opportunities to grow yo...

At EY youll have the chance to build a career as unique as you are with the global scale support inclusive culture and technology to become the best version of you. And were counting on your unique voice and perspective to help EY become even better too. Join us and build an exceptional experience f...

Job description JL -JL2 & JL3 Educational Qualification - Educated to university degree level or equivalent. Experience - Min 2 years of customer-facing experience in a contact center operations and voice process or equivalent experiences. It is good to have Prior Order Management/Supply Chain/Q...

Job Purpose: Proprietary trading in the USD INR currency pair as well as Servicing Clients of the Desk. Undertaking necessary market operations to offload positions in the market so as to achieve the budgeted revenues for the team and self. Ensure aggressive and competitive pricing to clients in ord...

Position SummaryThe Senior Specialist Sample Management is responsible for the support coordination and training of Sample Management activities and initiatives focused on discrepancy tracking and resolution (including customer/site outreach) database troubleshooting and modifications stemming from...

Premier Relationship Manager- 811 Experience: 1-4 years in Retail Liabilities Sales Locations: Hyderabad & Bangalore CTC: Up to 6 LPA Grade: Deputy Manager Role Overview The Premier Relationship Manager will be responsible for acquiring and growing a portfolio of premium 811 customers. The rol...

Job DescriptionEssential Functions:Enter emails or faxed sales orders from end user customers into SAPRetrieve orders from partner portal and process into SAPVerify pricing against customer contract or approved discount matrixVerify availability of productCoordinate with Purchasing to determine lead...

Job PurposeTo derive Insurance Business from assigned Relationship/Channel partner in an area or zone to convince the relationship so they can convince their customer to invest in Birla Sunlife Insurance. To ensure all the pre and post sales support and services to the relationship as well as to the...

Position SummaryThe Specialist Sample Management is responsible for the support coordination and training of Sample Management activities and initiatives focused on discrepancy tracking and resolution (including customer/site outreach) database troubleshooting and modifications stemming from interna...

Position SummaryThe Senior Specialist Sample Management is responsible for the support coordination and training of Sample Management activities and initiatives focused on discrepancy tracking and resolution (including customer/site outreach) database troubleshooting and modifications stemming from...

Designation: Relationship Manager- Institutional Sales-B2B SegmentExperience: 5 to 8 yearsJob Type: PermanentJob Location: AhmedabadQualification: Graduate / MBA in any stream.Industry Type: NBFC/Financial Services/Fintech.Salary Budget: Up to 10 LPA (Depends on Eligibility)Job description & Respons...