Wealth manager along jobs 81 -90 of 173 (0.002s)

Avp : premier financial consultant

Mumbai

...providing banking services and wealth management support:Act as a brand ambassador for HSBC, delivering an exceptional customer experience through identifying and fulfilling customer needs at first point of contact:Provide an outstanding customer experience to HSBC clients, achieving the relevant contact standards and enhancing [...]

Category Banking, Insurance, Finance & Accountancy

Video editing/making - internship

DelhiJM Investments

...Company:JM Investments is a wealth management company established in 1997, serving more than 3000 clients across the globe. We help clients with their personal finances, investments, insurance, and future needs. Our products range from life insurance, general insurance, to mutual funds, FD, unlisted stocks, PMS, AIF, etc. [...]

Category Fashion & Arts

Data engineer - sql/python

ChennaiEdge in Asia Recruitment Private Limited

...securities, investment management and wealth management services. The Data Engineer is a role focusing on responsible for designing, building, and maintaining scalable data pipelines and infrastructure to support analytics, machine learning, and business intelligence initiatives. This role is ideal for someone who thrives in a [...]

Category IT & Telecommunications

Content and social media marketing - internship

VadodaraUpperCrust Wealth Private Limited

...and Effective CommunicationAbout Company:UpperCrust Wealth is a premier wealth management firm dedicated to empowering individuals and families to achieve financial well-being. With a focus on personalized solutions, we offer expert advice in portfolio management services (PMS), financial planning, and [...]

Category Fashion & Arts

Senior product technology owner - roadmap & strategy

HyderabadLive Connections

...firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise thats both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer [...]

Category Education, Training, & Library

Digital product management

Maharashtra

Job Description Wealth and Personal Banking serves millions of customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, [...]

Category IT & Telecommunications

Mdm engineer

MumbaiStrategic HR Solutions

...engineering within asset and/or wealth management, combined with excellent technical acumen and a passion for building scalable, secure, and high-performance data solutions. This role will partner closely with Distribution Data Enablement, Sales & Marketing, Operations, and Finance teams to execute key initiatives aligned with [...]

Category IT & Telecommunications

Wealth manager-mutual fund sales

Delhi NCRClient of BFC CONSULTING LLP

The Role:The Relationship Manager will be responsible for building and maintaining strong relationships with clients, ensuring their needs are met and fostering long-term partnerships. Develop and manage client relationships to drive satisfaction and retention. Identify client needs and propose solutions to enhance their [...]

Job Type: Full-time
Category Customer Services & Call Centre

Contact center executive – wealth management (inbound & outbound) - fresher

Navi MumbaiUPONLY Finserv

...outbound calls for NBFC Wealth customers. 2. Understand customer needs and proactively pitch personalized & relevant wealth products (Mutual Funds, Bonds, PMS, AIF, etc.). 3. Generate and qualify leads to hand over to Relationship Managers / Wealth Advisors. 4. Maintain [...]

Avp premier relationship manager: south india

Bangalore

...take you further.Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day:to:day finances and to manage, protect and [...]

Category Banking, Insurance, Finance & Accountancy