Wealth management jobs in Pune

 ...knowledge, digital operations services, and expertise in data, technology, and AI. Inviting applications for the role of Manager/Sr. Manager, Wealth Management In this role, you will be responsible for cash and position reconciliation where need to understand the recon... 

 ...Job Description - Wealth Manager About: Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors. What started as a small idea to help individuals make good investment decisions, is now growing... 

 ...Client Management/ Servicing: • Serve as a dedicated single point of contact for 200 HNWI clients • Portfolio management - Review individual...  ...order to advise them of the impact on their personal/corporate wealth and bank related services II. Product Advice - Leverage... 

 ...One or two industry domain knowledge Technical and Professional Requirements: Primary skills:Financial Services Domain- Wealth Management Desirables:Financial Services Domain- Wealth Management- Avaloq,Financial Services domain- Capital Markets (Murex/ Calypso/ Gloss... 

"LiquiLoans | NDX p2p Pvt ltd" - Opportunity to work with India's fastest growing & Largest Profitable P2P NBFC Regulated by the RBI. About LiquiLoans: LiquiLoans is one of the fastest growing company who wants to disrupt alternate fixed income B2B sales and grow + establish...

 ...digital operations services, and expertise in data, technology, and AI. Inviting applications for the role of Process Developers, Wealth Management (Immediate Joiners) The objectives of this Genpact operations unit must tie into the overall aims of business. The group... 

 ...The wealth advisor will have to undertake the following responsibilities : - Prospect, acquire and retain clients - Achieve budgeted targets...  ..., including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure... 

Required Wealth Manager (Sr Manager) Education: MBA CTC: 12 lakh Experience : 7-8 Yrs Requirement ~ Should have good knowledge of security market, investment banking and economy. ~ Should have good knowledge of Mutual Funds, PMS, AIF, stocks, derivatives,... 

ï'§ Will be responsible for primarily selling Equity based investment products. ï'§ Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. ï'§ Responsible for achieving targets as assigned by the organization on...

 ...their hopes and realise their ambitions. We are currently seeking an experienced professional to join our team in the role of Project Manager. In this role, you will: Help teams to follow EPF (enhanced protection framework) and prevent charging issues from happening... 

 ...Job Description Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management . Address HNI clients for investment requirements, through exclusive product bouquet and superior... 

 ...Job: Wealth Management Consultant  Location: Chennai, Pune Experience: 5+ Years Education: B.Tech/MBA(Preferred) Domain Knowledge: Experience in Wealth Management projects Candidate should have knowledge and experience in broader Banking and Financial Services... 

 ...Senior Associate, Wealth Management - ITO077228 With a startup spirit and 115,000 + curious and courageous minds, we have the expertise to go deep with the world’s biggest brands—and we have fun doing it! We dream in digital, dare in reality, and reinvent the ways companies... 

 ...Leading Private Bank is hiring Wealth Manager in Mumbai and Pune locations. Location - Mumbai and Pune. Experience required - Wealth Management, Portfolio Management, HNI client Handling, Ultra HNI Client, Mutual Funds, Investment, Private Banking-. Candidates only from any... 

 ...in Equity, MF, Insurance, PMS & Structured products offerings. Manage clients through client visits, suggest financial products to the...  ...clients. Candidates should have experience of managing / acquiring wealth & HNI Customers.    Required Profile: ~ Should have at least... 

 ...volume and tight timeline environment to meet Service Level Agreements Previous experience in back-end operations within the wealth management industry is a must Strong attention to detail and excellent organizational skills. Proficient in using MS Office Suite and... 

 ...- Must be from an investment background - Developing and Managing team. - Make strategic planning to grow Business for the all B2C & B2B Branches. - Advising clients on profitable Investment opportunities for Equity, Commodity and currency products - Keeping in touch with customers... 

 ...Job Description Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, wealth Management 1. Develop distribution model which should be cost effective and helpful in growing business rapidly... 

 ...provide oversight in your discipline as a senior engineering lead Ensure that technology risks and opportunities are identified, managed, and resolved appropriately. Ensure that new technology is evaluated for its applicability within HSBC, decisions are communicated... 

 ...and realise their ambitions. We are currently seeking an experienced professional to join our team in the role of Senior Project Manager In this role, you will: Proactively manage delivery, balancing scope, schedule, resourcing, dependencies, communications, budget...