41 High Net Worth Clients jobs in India

Position - Relationship Manager - Private Banking 

Job Purpose

To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques

Role & Responsibilities

• Acquisition of new Ultra HNI clients ( AUM INR 100 Crores+) for Third Party (Wealth) and Banking Products.
• Ensure Customer level profitability
• Growth of AUM from Clients
• Financial and Investment Advisory to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various Investment products.
• Risk Profiling of Customers
• Superior & seamless Customer Service 
• Cross Sell all Banking Products

Candidate Profile

• Minimum 3 years + experience in Wealth Management of Ultra HNI Customers 
• Graduation / Post Graduation ( Marketing or FInance)
• Certifications - AMFI. NCFM. CAIIB, IRDA
• Sales and Influencing Skills
• Knowledge of Banking products
• Relationship Management & Negotiation Skills
• Planning and Organizing skills
• Excellent Communication
• Knowledge of competition & Current Trends in Financial Industry

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.

Your potential has a place here with TTEC's award-winning employment experience. As a Financial Advisor working remote in Ahmedabad, India, you'll be a part of bringing humanity to business. #experienceTTEC
Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in INDIA says it all!
**What You'll Do -**
Under general supervision, this position will be responsible for planning, forecasting, and reporting client profitability. The role also requires that all new business is added to their portfolio correctly and managed following the same process. The successful candidate will need to work independently across multiple internal groups and teams to get the data required to finalize their client profitability models. The successful candidate will demonstrate a willingness to learn about the industry and how TTEC oversees their business to ensure they model accurately. Candidates must have strong problem-solving capabilities to think outside of the box and the ability to adapt and overcome through different types of obstacles. The candidate must demonstrate good communication skills, both written and spoken.
You'll report to Executive Director, Finance
**During a Typical Day, You'll**
+ Willingness to learn the business and use that knowledge to identify variances in operational and financial performance and research root cause with your operations partners and other teams involved in delivering to our clients.
+ Ability to understand financial goals and targets and leverage your skills to ensure the variance between actual operational and financial results are within those goals and targets.
+ Works with business leaders to strategize and model operational delivery that drives improvement in the business to achieve targeted results.
+ Responsible for communicating financial and business results, future risks and opportunities to the Finance team, Finance management, Executives and Managers, and other internal customers.
+ Ability to work in a matrixed organization where you will work with peers that are at, below, and above your role and/or skill set.
+ Build and maintain complex Excel forecasting models to predict revenue and expenses by client and business line, and manage regular reporting (weekly, monthly, quarterly, annual) by comparing forecasts with actuals across multiple clients and teams to ensure accurate results.
+ Ability to be consistent and follow modeling, file, and naming conventions. Ability to document your work effort weekly for status reporting to management.
+ Ability to recognize when a model, process, or approach is not efficient or is broken. Ability to design the solution, including gaining agreement from your business peers and then implement the solution. In situations where the problem is too large to resolve yourself, ability to communicate the problem and participate in the solution.
+ Willingness to manage/coach one junior financial analyst that supports your portfolio but manages a smaller number of clients and forecasting models.
+ Willingness to take an Excel based modeling test as part of the application process.
**What You Bring to the Role**
+ Must have experience in Excel based Financial Planning and Analysis (FP&A). Minimum 4 years' experience preferred.
+ Prior experience in business process outsourcing (BPO) industry or similar industry preferred.
+ Experience in pricing and/or business case modeling a benefit, especially Excel based modeling.
+ Ability to communicate at different levels both written and spoken.
+ Demonstrated experience in Hyperion Essbase.
+ Must have a successful track record in planning long-term strategic plans and meeting established milestones.
+ Should be informed on current industry trends and technologies to keep business unit on leading edge.
**What You Can Expect**
· Supportive of your career and professional development
· An inclusive culture and community minded organization where giving back is encouraged
· A global team of curious lifelong learners guided by our company values
· Ask us about our paid time off (PTO) and wellness and healthcare benefits
· And yes. a great compensation package and performance bonus opportunities, benefits you'd expect and maybe a few that would pleasantly surprise you (like tuition reimbursement)
**About TTEC**
Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
#LI-Onsite
**Employment Requirements** : _TTEC requires all employees hired in the India to successfully pass a background check including employment credentials, education, permanent and current address verification and if applicable, immigration and work permit documentation as a condition of employment. Depending on location and client program, a drug test may also be required as a condition of employment. TTEC is an Equal Opportunity Employer. All 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. You will be asked to share with TTEC as well as its representatives, all such personal information that it may require to conduct such background verification and also agree to TTEC and its representatives collecting and storing such personal information and transferring the same, whether in India or abroad._
**Title:** _Financial Advisor_
**Location:** _India-Gujarat-Ahmedabad_
**Requisition ID:** _046JV_

**Description - External**
Your potential has a place here with TTEC's award-winning employment experience. As a Financial Advisor working remote in Ahmedabad, India, you'll be a part of bringing humanity to business. #experienceTTEC
Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in INDIA says it all!
**What You'll Do -**
Under general supervision, this position will be responsible for planning, forecasting, and reporting client profitability. The role also requires that all new business is added to their portfolio correctly and managed following the same process. The successful candidate will need to work independently across multiple internal groups and teams to get the data required to finalize their client profitability models. The successful candidate will demonstrate a willingness to learn about the industry and how TTEC oversees their business to ensure they model accurately. Candidates must have strong problem-solving capabilities to think outside of the box and the ability to adapt and overcome through different types of obstacles. The candidate must demonstrate good communication skills, both written and spoken.
You'll report to Executive Director, Finance
**During a Typical Day, You'll**
+ Willingness to learn the business and use that knowledge to identify variances in operational and financial performance and research root cause with your operations partners and other teams involved in delivering to our clients.
+ Ability to understand financial goals and targets and leverage your skills to ensure the variance between actual operational and financial results are within those goals and targets.
+ Works with business leaders to strategize and model operational delivery that drives improvement in the business to achieve targeted results.
+ Responsible for communicating financial and business results, future risks and opportunities to the Finance team, Finance management, Executives and Managers, and other internal customers.
+ Ability to work in a matrixed organization where you will work with peers that are at, below, and above your role and/or skill set.
+ Build and maintain complex Excel forecasting models to predict revenue and expenses by client and business line, and manage regular reporting (weekly, monthly, quarterly, annual) by comparing forecasts with actuals across multiple clients and teams to ensure accurate results.
+ Ability to be consistent and follow modeling, file, and naming conventions. Ability to document your work effort weekly for status reporting to management.
+ Ability to recognize when a model, process, or approach is not efficient or is broken. Ability to design the solution, including gaining agreement from your business peers and then implement the solution. In situations where the problem is too large to resolve yourself, ability to communicate the problem and participate in the solution.
+ Willingness to manage/coach one junior financial analyst that supports your portfolio but manages a smaller number of clients and forecasting models.
+ Willingness to take an Excel based modeling test as part of the application process.
**What You Bring to the Role**
+ Must have experience in Excel based Financial Planning and Analysis (FP&A). Minimum 4 years' experience preferred.
+ Prior experience in business process outsourcing (BPO) industry or similar industry preferred.
+ Experience in pricing and/or business case modeling a benefit, especially Excel based modeling.
+ Ability to communicate at different levels both written and spoken.
+ Demonstrated experience in Hyperion Essbase.
+ Must have a successful track record in planning long-term strategic plans and meeting established milestones.
+ Should be informed on current industry trends and technologies to keep business unit on leading edge.
**What You Can Expect**
· Supportive of your career and professional development
· An inclusive culture and community minded organization where giving back is encouraged
· A global team of curious lifelong learners guided by our company values
· Ask us about our paid time off (PTO) and wellness and healthcare benefits
· And yes. a great compensation package and performance bonus opportunities, benefits you'd expect and maybe a few that would pleasantly surprise you (like tuition reimbursement)
**About TTEC**
Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
#LI-Remote
**Employment Requirements** : _TTEC requires all employees hired in the India to successfully pass a background check including employment credentials, education, permanent and current address verification and if applicable, immigration and work permit documentation as a condition of employment. Depending on location and client program, a drug test may also be required as a condition of employment. TTEC is an Equal Opportunity Employer. All 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. You will be asked to share with TTEC as well as its representatives, all such personal information that it may require to conduct such background verification and also agree to TTEC and its representatives collecting and storing such personal information and transferring the same, whether in India or abroad._
**Title:** _Financial Advisor_
**Location:** _India-Gujarat-Ahmedabad_
**Requisition ID:** _046NY_

**Description - External**
Your potential has a place here with TTEC's award-winning employment experience. As a Financial Advisor working remote in Ahmedabad, India, you'll be a part of bringing humanity to business. #experienceTTEC
Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in INDIA says it all!
**What You'll Do -**
Under general supervision, this position will be responsible for reporting and forecasting top line revenue for the Engage portfolios. The role also requires that all new business is added to their portfolio correctly and managed following the same process. The successful candidate will need to work independently across multiple internal groups and teams to get the data required to track and manage all newly sold business. The successful candidate will demonstrate a willingness to learn the industry and how TTEC oversees their business to ensure they model accurately. Candidates must have strong problem solving capabilities to think outside of the box and the ability to adapt and overcome through different types of obstacles. The candidate must demonstrate good communication skills, both written and spoken.
You will be reporting to Executive Director, Finance
**During a Typical Day, You'll**
+ Willingness to learn the business and use that knowledge to identify variances in operational and financial performance and research root cause with your operations partners and other teams involved in delivering to our clients.
+ Ability to understand financial goals and targets and leverage your skills to ensure the variance between actual operational and financial results are within those goals and targets.
+ Works with business leaders to strategize and model financial outcomes that improve topline revenue and margins to achieve targeted results.
+ Responsible for communicating financial and business results, future risks and opportunities to the Finance team, Finance management, Executives and Managers, and other internal customers.
+ Ability to work in a matrixed organization where you will work with peers that are at, below, and above your role and/or skill set.
+ Responsible for maintaining and implementing Excel based reporting dashboards to report company revenue and expense by client and line of business.
+ Ability to manage annual, quarterly, monthly, and weekly reporting across multiple clients and lines of business. Willingness to work across multiple teams to capture all the data necessary to report accurately for each reporting period.
+ Ability to be consistent and follow modeling, file, and naming conventions. Ability to document your work effort weekly for status reporting to management.
+ Ability to recognize when a model, process, or approach is not efficient or is broken. Ability to design the solution, including gaining agreement from your business peers and then implement the solution. In situations where the problem is too large to resolve yourself, ability to communicate the problem and participate in the solution.
**What You Bring to the Role**
+ Experience in pricing and/or business case modeling required, especially Excel based modeling.
+ Experience supporting a sales organization or teams focused on top line revenue growth.
+ Must have experience in Excel based Financial Planning and Analysis (FP&A). Minimum 4 years' experience preferred.
+ Prior experience in business process outsourcing (BPO) industry or similar industry preferred.
+ Ability to communicate at different levels both written and spoken.
+ Demonstrated experience in Hyperion Essbase.
+ Should be informed on current industry trends and technologies to keep business unit on leading edge.
**What You Can Expect**
- Supportive of your career and professional development
- An inclusive culture and community minded organization where giving back is encouraged
- A global team of curious lifelong learners guided by our company values
- Ask us about our paid time off (PTO) and wellness and healthcare benefits
- And yes. a great compensation package and performance bonus opportunities, benefits you'd expect and maybe a few that would pleasantly surprise you (like tuition reimbursement)
**About TTEC**
Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
#LI-remote
**Employment Requirements** : _TTEC requires all employees hired in the India to successfully pass a background check including employment credentials, education, permanent and current address verification and if applicable, immigration and work permit documentation as a condition of employment. Depending on location and client program, a drug test may also be required as a condition of employment. TTEC is an Equal Opportunity Employer. All 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. You will be asked to share with TTEC as well as its representatives, all such personal information that it may require to conduct such background verification and also agree to TTEC and its representatives collecting and storing such personal information and transferring the same, whether in India or abroad._
**Title:** _Financial Advisor_
**Location:** _India-Gujarat-Ahmedabad_
**Requisition ID:** _046PV_

TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.

Financial Advisor's required:

Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able to generate leads from open market. For conversion of leads, sales support will be provided. On conversion, average commission will be 25% of the premium, and monthly payout will be provided.

Positives:

• We don't have to prove TATA as a brand. People have trust in us.
• You will sell a product (Term plan / Life Insurance) which is need of the hour.
• Part time or full time.
• You may join us along with your present job also.
• Eligibility - Graduation or P. G.
• Profit margion - 25 - 30%
• Work from Home. You can be anywhere in India.
• No sales Target.
• Sales support will be provided.

Negatives:

• It's not an easy product to sell.
• You should be able to talk to people confidently. It's not an easy skill.

If the above interests you, please share your no. or call us directly @ .

Thanks

Gaurav Verma

CBA

TATA AIA Life Insurance

Our client, a leading financial services provider, is seeking a motivated and client-focused Financial Advisor to join their team in Vijayawada, Andhra Pradesh . This role offers the opportunity to build and manage a diverse client portfolio, providing expert advice on investment strategies, retirement planning, insurance, and wealth management. You will be instrumental in helping clients achieve their financial goals through personalized financial planning and tailored solutions. This hybrid role allows for flexible client engagement, combining remote consultations with in-person meetings.

Key responsibilities include assessing clients' financial situations, developing comprehensive financial plans, recommending suitable investment products, and staying updated on market trends and financial regulations. You will be responsible for cultivating strong client relationships, providing ongoing support and reviews, and identifying new business opportunities. The ideal candidate possesses excellent communication and interpersonal skills, with a strong ability to explain complex financial concepts clearly and concisely. A Bachelor's degree in Finance, Economics, Business Administration, or a related field is required. Professional certifications such as CFP (Certified Financial Planner) or equivalent are highly desirable. A minimum of 3 years of experience in financial advisory, wealth management, or a related role is necessary. Proficiency in financial planning software and CRM systems is expected. Candidates must demonstrate a strong understanding of investment products, risk management, and financial markets. This position requires a high degree of integrity, ethical conduct, and a commitment to client success. The role involves a hybrid work model, supporting clients both remotely and from our Vijayawada, Andhra Pradesh office.

Our client is looking for a seasoned Senior Financial Advisor to join their esteemed financial services firm in Kochi, Kerala, IN . This role is ideal for an experienced professional passionate about helping clients achieve their financial goals through expert advice and personalized planning. The Senior Financial Advisor will manage a portfolio of high-net-worth clients, providing comprehensive financial planning services, including investment management, retirement planning, tax strategies, and estate planning. You will be responsible for developing and implementing tailored financial strategies, conducting regular reviews with clients, and staying abreast of market trends and regulatory changes. Key responsibilities include identifying new business opportunities, cultivating client relationships, and contributing to the firm's growth. The successful candidate will possess exceptional analytical and interpersonal skills, with a proven ability to understand complex financial situations and communicate them clearly to clients. A strong understanding of financial markets, investment products, and risk management is essential. You will collaborate with internal specialists and external partners to deliver holistic financial solutions. This position requires adherence to ethical standards and a commitment to client success. A Bachelor's degree in Finance, Economics, or a related field is required, along with relevant certifications (e.g., CFP, CFA) and a minimum of 5-7 years of experience in financial advisory. This hybrid role offers a blend of client interaction at the office and the flexibility of remote work for certain tasks. The advisor will play a key role in mentoring junior team members and contributing to the firm's reputation for excellence in client service.

Responsibilities:

• Provide comprehensive financial planning advice to clients.
• Develop and implement investment strategies tailored to client needs.
• Manage client portfolios and conduct performance reviews.
• Offer expertise in retirement planning, tax optimization, and estate planning.
• Identify and pursue new client acquisition opportunities.
• Cultivate and maintain strong, long-term client relationships.
• Stay informed about market developments and regulatory changes.
• Collaborate with internal specialists and external professionals.
• Mentor junior financial advisors and contribute to team development.
• Ensure compliance with all financial regulations and ethical standards.

Qualifications:

• Bachelor's degree in Finance, Economics, or a related field.
• Relevant professional certifications (e.g., CFP, CFA) are highly desirable.
• Minimum of 5-7 years of experience in financial advisory or wealth management.
• Proven track record of managing client relationships and assets.
• In-depth knowledge of investment products, financial markets, and risk management.
• Excellent analytical, communication, and presentation skills.
• Strong ethical compass and commitment to client fiduciary duty.
• Ability to work effectively in a hybrid environment.
• Proven business development skills.

Our client is looking for a highly motivated and experienced Lead Financial Advisor to guide their wealth management team in **Delhi, Delhi, IN**. This role involves providing comprehensive financial planning and investment advice to a diverse clientele, helping them achieve their long-term financial goals. You will be responsible for developing tailored financial strategies, including investment portfolio management, retirement planning, tax optimization, and estate planning. The ideal candidate will possess exceptional interpersonal skills, a deep understanding of financial markets, and a commitment to ethical client service. Key responsibilities include client acquisition and relationship management, conducting in-depth financial needs analysis, recommending appropriate financial products and services, and regularly reviewing and updating financial plans based on market changes and client circumstances. You will also mentor junior advisors, contribute to team training, and ensure compliance with all regulatory requirements. A Bachelor's degree in Finance, Economics, Business Administration, or a related field is required. Professional certifications such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or equivalent are highly preferred. A minimum of 7-10 years of experience in financial planning, investment management, or wealth advisory is essential. Strong knowledge of investment vehicles, risk management, and current tax laws is crucial. Excellent communication, presentation, and sales skills are vital for building and maintaining client trust. This hybrid position offers a dynamic work environment combining in-office collaboration with the flexibility of remote work arrangements.