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Showing 203 Financial Advisors jobs in India

Wealth Management Intern

Bengaluru, Karnataka Prosperr.io

Posted 9 days ago

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Job Description

About the Company

At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive tools, Prosperr.io simplifies financial complexities, providing seamless solutions tailored to the needs of salaried professionals and HR leaders alike. Founded by Manas and Dev Kumar, the company specializes in assisting salaried individuals with tax planning, management, and income tax filing. Recently, Prosperr.io raised $1.55 million in pre-seed funding, led by a prominent investor.



About the Role :

Are you passionate about finance and eager to gain hands-on experience in the world of wealth management? We are looking for a dynamic and motivated Wealth Management Intern to join our team and help drive impactful financial strategies.


Responsibilities :

  • Assist in preparing and analyzing financial reports to support wealth management strategies.
  • Conduct market research and data analysis to provide insights and recommendations.
  • Support the creation of investment portfolios and wealth management presentations.
  • Help prepare detailed reports using Excel and PowerPoint for client presentations and internal meetings.
  • Collaborate with senior wealth managers and contribute to ongoing client projects.



Required Skills :

  • Proficiency in Excel and PowerPoint .
  • Strong ability to create insightful and thorough research reports .
  • Solid analytical skills to assess and evaluate financial data.
  • Good understanding of finance , with the ability to apply theoretical knowledge to practical situations.
  • A keen interest in exploring and utilizing AI tools for data analysis and report generation (preferred).


Compensation package : upto INR 2000 per month



Why Join Us?

  • Opportunity to learn and grow under the mentorship of experienced professionals in wealth management.
  • A dynamic and collaborative work environment that values fresh perspectives and innovation.
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Private Wealth Management Specialist

Antal International

Posted 4 days ago

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Job Description

Director / Partner Client Relations


Locations – Ahmedabad, Surat, Baroda, Chennai, Bengaluru, Cochin, Hyderabad, Delhi, Mumbai, Pune


Job Objective

  • To acquire and engage with Institutional clients i.e. Corporate, SME, Banks, Finance and Institution and manage the portfolios along with giving the market/product updates to the clients and making recommendations thereof.
  • The Wealth Management division of our client is engaged in providing strong research-backed financial services advisory to the HNI clients and managing their ongoing financial advisory and Portfolio Management needs. The product portfolio includes Mutual funds, Life insurance, Bonds, Structured products, Real estate advisory, Company fixed deposits & Equity Commodity Broking services etc.
  • Partner Client Relations are responsible for Identification and acquisition of Institutional clients and manage the overall relationship. Will also be engaged in providing the Treasury solutions, selling of all investments products and also generating business leads for our SME lending business.
  • The critical skill sets that this profile requires are a strong local network, Market and Investment product knowledge, ability to interpret market trends, high collaboration, good communication and negotiation skills, target orientation, acquisition experience/expertise and customer centricity.
  • The key job is to provide continuous & superior guidance to the team members to focus on (1) Client acquisition (2) Client retention & deepening (3) positioning the brand effectively to attract talent.


Key Result Areas:


To undertake new client acquisition, retention & growth:

  • To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls. Daily tracking of targets & personal meeting with clients. To identify potential clients (Corporates/FIs) through referral networks and other channel of sourcing new customers like ads, directories of various corporate associations, internet etc
  • To ensure 100% client penetration for business sourced & enabling increase in share of wallet & revenues
  • To undertake joint calls with research team / portfolio review of clients with research team / worksite for corporate clients.
  • To work with the retail teams in arranging worksites in the premises of Institutional clients

To achieve targeted profitability & fee income

  • To maintain sales volumes & achieve targeted revenue from all customers/ products.
  • To share regular market updates with clients and provide right investment solution.
  • To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them.

To contribute to customer satisfaction initiatives

  • To follow the ethical and fair practices code for selling products
  • To ensure regular availability of research material and inputs to the clients
  • To ensure that client promises are kept and their grievances are adequately addressed or highlighted
  • To keep up breast of the latest developments & report to the Regional Head, research team of the upcoming client requirements to innovate the product/service mix

To ensure policy adherence and documentation

  • To be aware of all critical policies & procedures & ensure compliance with them
  • To help the risk & review process through continual monitoring of client profile & ensuring thorough documentation relating to proposals & KYC procedures
  • To coordinate with CSM and market intermediaries like MFs & banks for smooth transaction and operations

To formulate periodic MIS and track competitor moves and report them periodically

  • To send detailed periodic activity & sales reports to the Teal Lead
  • To monitor competitor moves and products, marketing initiatives and report the same to the management, product, and research teams

To contribute in skill enhancement

  • To ensure ongoing self-development, attend internal and external training programs, and other relevant certifications that enhance the skills in the financial sales services


Must Have

  • Should have at least 12 plus years of work experience in wealth related profiles
  • Should have managed Ultra HNI customers
  • Should have thorough working knowledge of Equity & Debt Markets
  • Should be able to get a Book of at least 50 CR to 100 CR of MF + PMS AUM
  • Should have spent at least 5 years in the current or Previous organization
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Wealth Management Advisor Dubai

Kochi, Kerala prosperity services

Posted 9 days ago

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Job Description

Company Description


Prosperity Services Kochi


Role Description


This is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi. These are central client-facing roles where professionals advise clients on wealth growth, manage their investment portfolios, and develop personalized financial plans covering investment, retirement, and estate planning.  The role involves managing client portfolios, building strong relationships, identifying business opportunities, and ensuring client satisfaction.


Qualifications


  • Demonstrated experience in sales and client relationship management
  • Strong communication and interpersonal skills
  • Ability to multitask and prioritize in a fast-paced environment
  • Knowledge of financial services and products
  • Analytical and problem-solving skills
  • Bachelor's degree in Business Administration or related field
  • Sales Experience in Financial Services Industry is a plus
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Senior Financial Advisor - Wealth Management

380001 Ahmedabad, Gujarat ₹80000 Annually WhatJobs

Posted 11 days ago

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Job Description

full-time
Our client is seeking an experienced and client-focused Senior Financial Advisor to join their esteemed wealth management team in Ahmedabad, Gujarat, IN . This role involves providing comprehensive financial planning and investment advisory services to high-net-worth individuals and families. You will be responsible for understanding clients' financial goals, risk tolerance, and life circumstances to develop personalized strategies for wealth accumulation, preservation, and transfer. The ideal candidate will possess a deep understanding of investment products, retirement planning, estate planning, and tax implications. Responsibilities include conducting financial needs analyses, creating customized financial plans, recommending appropriate investment portfolios, and regularly reviewing and adjusting strategies to meet evolving client objectives. This position requires exceptional communication, interpersonal, and relationship-building skills, as well as a strong ethical compass and a commitment to fiduciary responsibility. The role involves a hybrid work model, combining client meetings and team collaborations in the office with remote work for analysis, planning, and administrative tasks. We are looking for a proactive, results-oriented professional who can build and maintain long-term client relationships and contribute to the firm's success.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients.
  • Provide expert advice on investment strategies, retirement planning, and risk management.
  • Analyze clients' financial situations and recommend suitable financial products.
  • Build and maintain strong, long-term relationships with clients.
  • Conduct regular reviews of client portfolios and adjust strategies as needed.
  • Stay abreast of market trends, economic conditions, and regulatory changes.
  • Ensure compliance with all industry regulations and company policies.
  • Identify opportunities for new client acquisition and business development.
  • Collaborate with internal specialists (e.g., estate planners, tax advisors) to provide holistic solutions.
  • Maintain accurate client records and documentation.
  • Educate clients on financial concepts and investment strategies.
  • Achieve individual and team sales and service targets.

Qualifications:
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Minimum 5 years of experience in financial advisory, wealth management, or a related role.
  • Relevant certifications such as CFP (Certified Financial Planner), CFA, or NISM certifications are highly preferred.
  • Proven track record of managing a client portfolio and achieving financial goals.
  • In-depth knowledge of financial markets, investment vehicles, and financial planning tools.
  • Excellent communication, presentation, and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Ethical conduct and commitment to a fiduciary standard.
  • Ability to work independently and collaboratively in a hybrid work environment.
  • Proficiency in financial planning software and CRM systems.
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Senior Product Manager - Wealth Management

Mumbai, Maharashtra Yubi Markets

Posted 9 days ago

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Job Description

About Yubi Market


Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise enabling partners and investors to manage needs from a single place. Yubi Group through its subsidiary Aspero specializes in high-rated, short-term non-convertible debentures (NCDs) across the credit rating scale. Aspero offerings yield between 8% to 15%, providing returns that outpace traditional investments like fixed deposits and mutual funds.In the last 4 years of our existence, we have earned the trust & support of the wealth ecosystem. Our goal is to democratize access to high quality financial products to consumers in India through technology & enabling access to investors across categories.


About the role-

The successful candidate will be responsible for managing the product lifecycle for our fee-based third-party products and Privately Managed Portfolios. Specifically, the Product Manager will be accountable for the following:



The tie-up with the third party product providers, mutual funds, insurance companies and Alternate Investment funds etc


Management of discretionary managed programs; ensure compliant design and delivery of our solutions/Products, including Mutual Funds, PE Funds, Insurance, PMS,AIF, Structured Products, REITS, and overseas product basket


Development of long term plans to grow asset book, including enhancing the advisor experience, adding new mandates, product innovation and operational improvements


Domestic and international competitive intelligence


Monitor program sales and profitability against targets and adjust approach when necessary provide monthly review/insights of product sales, assets and profitability


Determine ongoing product evolution/development priorities


Own the design of the client and advisor product experience


Develop business cases for new products or product enhancements


Develop, implement pricing strategies & exhibit a data-driven approach but also comfortable in dealing with ambiguous situations intuitively with sound business acumen


Manage key enterprise stakeholder relationships and product advisory groups


Ensure that product management function is audit-ready at all times


Executive and field presentation development to communicate product management strategy, key initiatives updates, etc.


Foster proactive and productive relationships with channel and support partners


Ensure that the platform remains competitive yet streamlined; that the products are meeting client investment needs and are relevant in the current marketplace


Highly skilled in prioritizing the roadmap and communicating the same to a diverse audience comprising management, central leadership & regional leadership and other teams.




Requirements

Ability to understand the larger industry, organization’s priorities, and develop a clear roadmap for third party & products


Minimum 10+ years of experience in Product Management in Wealth Management Firm


Brings new insights and ideas by using industry knowledge, competitive analysis, regulatory changes, and technology innovations to drive business


Excellent problem-solving and design skills with an ability to define a clear problem statement, user scenarios, use cases including edge cases, and the underlying assumptions.


Ownership attitude to ensure that product is not just designed and developed, but also adopted by the target audience.


Collaborative personality and leadership skills to work with a diverse set of colleagues and drive execution without having direct authority.


Hands-on experience with due diligence with third party products. Will be responsible for incrementally adding to topline growth through constant endeavors to improve the overall value proposition of the product, identifying cross-selling/up-selling opportunities and implementing them


Effectively planning the strategies by understanding the business dynamics, gap analysis, interacting with key stakeholders and framing implementation plan for seamless execution


Design and implementing product positioning, messaging and Go-To-Market Strategy across offline and online channels


To ensure high quality launch materials, customer presentations and sales training.


Have a keen eye to track the latest offering and developments in the market and become a repository for market

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Subject Matter Expert Wealth Management

Navi Mumbai, Maharashtra QualityKiosk Technologies

Posted 9 days ago

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Job Description

Role Overview
We are seeking an experienced Wealth Management Subject Matter Expert (SME) to lead the design, validation, and delivery of digital wealth management and investment advisory journeys. The role requires deep expertise across wealth management, portfolio advisory, digital platforms, and regulatory compliance. The ideal candidate will serve as the primary domain authority, ensuring that business requirements are translated into functional, testable, and compliant deliverables while partnering closely with business, technology, and vendor teams.

Key Responsibilities
1. Business & Functional Expertise
• Serve as the primary domain expert for wealth management, digital advisory, and investment journeys.
• Interpret and validate business requirements across modules such as:
• 360° Customer Overview & Net Worth Analytics
• Account Funding & Investment Cash Accounts
• Self-Execution & Robo-Advisory Journeys
• Total Portfolio View & Performance Tracking
• Wealth Planning & Goal-Based Investing
• Ensure Comarch platform capabilities (or equivalent platforms) are fully aligned with:
• Customer onboarding and KYC flows
• Portfolio management processes
• Order placement (market, limit, stop orders)
• Reporting and analytics dashboards
• Integration with vendors (e.g., IVS, GTN)

2. Testing & Quality Assurance (Work With The Team For)
• Collaborate with testing teams to define test scenarios and acceptance criteria.
• Validate key system functionalities including:
• Real-time balance updates
• Order execution flows (T+1 settlement, pool accounts)
• Portfolio aggregation from multiple vendors
• Historical data accuracy (charts, performance reports)
• Regulatory compliance (MiFID II, FATCA, CRS, etc.)
• Support UAT and regression testing activities across all wealth management modules.

3. Stakeholder Collaboration
• Act as a liaison between multiple stakeholders, including:
• Business teams: Wealth, Compliance, Product Management
• Technical teams: Developers, QA, Integration specialists
• External vendors: Comarch, IVS, GTN, or similar solution providers
• Drive cross-functional alignment by ensuring consistent documentation, training, and knowledge transfer for internal teams.

Required Skills & Experience
Domain Knowledge
• Minimum 8+ years of experience in wealth management, private banking, or investment advisory.
• Strong understanding of:
• Investment products (equities, ETFs, robo-portfolios, etc.)
• Portfolio performance metrics (absolute/relative returns)
• Risk profiling, suitability, and goal-based investing models
• Regulatory frameworks (MiFID II, FATCA, CRS, other compliance standards)

Digital Wealth Platforms
• Hands-on experience with Comarch or similar digital wealth platforms (e.g., Temenos, Avaloq, Invest Cloud).
• Familiarity with:
• Digital onboarding and KYC processes
• Self-execution and robo-advisory workflows
• API-based integrations and multi-source data aggregation

Testing & Delivery
• Proven experience in Agile/Scrum delivery environments.
• Ability to define, document, and validate test cases aligned with business and regulatory requirements.
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Senior Investment Strategist, Wealth Management

400001 Mumbai, Maharashtra ₹95000 Annually WhatJobs

Posted 25 days ago

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Job Description

full-time
Our client is seeking a highly analytical and client-focused Senior Investment Strategist to join their prestigious wealth management division in Mumbai, Maharashtra, IN . This role is instrumental in developing and implementing sophisticated investment strategies for high-net-worth individuals and institutional clients. The ideal candidate will possess a deep understanding of global financial markets, a proven track record in portfolio management, and exceptional analytical capabilities. You will be responsible for conducting in-depth market research, economic analysis, and asset allocation studies to construct optimal investment portfolios tailored to clients' risk profiles and financial objectives. Collaboration with relationship managers, financial advisors, and research teams will be key to ensuring client satisfaction and achieving superior investment performance. This position demands a rigorous approach to investment decision-making, a strong grasp of risk management principles, and the ability to articulate complex investment concepts clearly and persuasively. We are looking for an individual with a passion for finance, a commitment to ethical conduct, and a drive to deliver exceptional value to clients. The successful candidate will thrive in a dynamic, collaborative environment and contribute significantly to the firm's reputation for excellence in wealth management. This hybrid role offers a blend of in-office collaboration and remote work flexibility.
Key Responsibilities:
  • Develop and implement strategic asset allocation models for diverse client portfolios.
  • Conduct thorough macroeconomic and market analysis to identify investment opportunities and risks.
  • Construct and manage investment portfolios, ensuring alignment with client objectives and risk tolerance.
  • Collaborate with financial advisors to present investment strategies and performance reviews to clients.
  • Monitor portfolio performance and rebalance as necessary to achieve target returns.
  • Research and evaluate various investment vehicles, including equities, fixed income, alternatives, and derivatives.
  • Contribute to the development of proprietary investment research and thought leadership.
  • Stay abreast of market trends, regulatory changes, and global economic developments.
Qualifications:
  • Master's degree in Finance, Economics, or a related quantitative field.
  • CFA charter or progress towards it is highly preferred.
  • Minimum of 7 years of experience in investment management, portfolio management, or investment strategy.
  • Proven experience in asset allocation, risk management, and portfolio construction.
  • Strong analytical and quantitative skills, with proficiency in financial modeling.
  • Excellent communication, presentation, and interpersonal skills.
  • Deep understanding of global financial markets and various asset classes.
  • Ability to work effectively in a team-oriented, client-focused environment.
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Channel Manager / RM Advisor (PAL) - (Wealth Management Firm)

560002 Bangalore City, Karnataka ₹6 - ₹7 annum Riverforest Connections Private Limited

Posted 128 days ago

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Job Description

Permanent

L ooking for a results-driven Partner Alliance Manager to drive business growth by acquiring and managing franchisees, DIGI partners, and remisier networks. The role focuses on developing strong B2B partnerships, increasing revenue through partner channels, and ensuring seamless onboarding and engagement of partners.

The ideal candidate will have experience in the broking industry, with a strong understanding of equity products, mutual funds, PMS, and other investment solutions. This role requires excellent relationship management skills, strategic thinking, and a deep understanding of capital markets.

Acquisition of Franchisee, DIGI partners & Remisier.

Generating business from these partners.

Build rapport with these Partners & help them on-board their clients across products.

Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team.

Ensure best services to the distributors.

Help distributors on joint calls.

Candidate's Profile :

Minimum 1+ years in the broking industry with B2B experience preferred.

NISM 8 certification and Advisory background is a must

Strong understanding of equity broking, mutual funds, PMS, and investment products.

Ability to engage, and support partners effectively.

Willingness to continuously update knowledge on capital markets and investment trends.

Goal-driven, with a passion for achieving and exceeding sales targets.

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Business Consulting- Business Analyst with Data analyst ,Wealth Management

Pune, Maharashtra NTT America, Inc.

Posted today

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Job Description

**Req ID:**
NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.
We are currently seeking a Business Consulting- Business Analyst with Data analyst ,Wealth Management to join our team in Pune, Mahārāshtra (IN-MH), India (IN).
Primary skills: Domain-Capital Markets-Wealth Management is mandatory
Responsibilities:
+ **Data Analysis and Reporting:**
Analyzing client data, investment portfolios, and financial performance to identify trends, opportunities, and areas for improvement.
+ **Financial Modeling:**
Developing and maintaining financial models for wealth management strategies, including asset allocation, risk analysis, and performance projections.
+ **Requirement Gathering:**
Collaborating with stakeholders to understand business needs, translate them into clear requirements, and document them using appropriate methodologies (e.g., Rational Unified Process ).
+ **Process Improvement:**
Identifying inefficiencies in current processes, recommending solutions, and working with development teams to implement improvements.
+ **Stakeholder Management:**
Communicating effectively with various stakeholders, including clients, portfolio managers, and IT teams, to ensure alignment on project goals and deliverables.
+ **Project Management:**
Participating in project planning, execution, and monitoring, ensuring projects are completed on time and within budget.
+ **Product Development:**
Contributing to the development and integration of new wealth management products and platforms.
+ **Industry Knowledge:**
Staying up-to-date on industry trends, regulatory changes, and best practices in wealth management.
Skills:
+ **Analytical Skills:**
Strong analytical and problem-solving skills are essential for interpreting data, identifying trends, and developing solutions.
+ **Communication Skills:**
Excellent written and verbal communication skills are needed for effectively communicating with stakeholders, presenting findings, and documenting requirements.
+ **Technical Skills:**
Proficiency in data analysis tools, financial modeling software, and relevant technologies is important.
+ **Wealth Management Knowledge:**
A solid understanding of wealth management principles, investment strategies, and financial products is crucial.
+ **Interpersonal Skills:**
The ability to build relationships, collaborate effectively, and work as part of a team is essential.
+ **Problem-Solving:**
The ability to identify problems, analyze their root causes, and develop effective solutions.
**#LI-NorthAmerica**
**About NTT DATA**
NTT DATA is a $30 billion trusted global innovator of business and technology services. We serve 75% of the Fortune Global 100 and are committed to helping clients innovate, optimize and transform for long term success. As a Global Top Employer, we have diverse experts in more than 50 countries and a robust partner ecosystem of established and start-up companies. Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure and connectivity. We are one of the leading providers of digital and AI infrastructure in the world. NTT DATA is a part of NTT Group, which invests over $3.6 billion each year in R&D to help organizations and society move confidently and sustainably into the digital future. Visit us at us.nttdata.com ( possible, we hire locally to NTT DATA offices or client sites. This ensures we can provide timely and effective support tailored to each client's needs. While many positions offer remote or hybrid work options, these arrangements are subject to change based on client requirements. For employees near an NTT DATA office or client site, in-office attendance may be required for meetings or events, depending on business needs. At NTT DATA, we are committed to staying flexible and meeting the evolving needs of both our clients and employees. NTT DATA recruiters will never ask for payment or banking information and will only use @nttdata.com and @talent.nttdataservices.com email addresses. If you are requested to provide payment or disclose banking information, please submit a contact us form, .
**_NTT DATA endeavors to make_** **_ **_accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at_** **_ **_._** **_This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. NTT DATA is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. For our EEO Policy Statement, please click here ( . If you'd like more information on your EEO rights under the law, please click here ( . For Pay Transparency information, please click here ( ._**
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