542 Wealth Associate jobs in India

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose - the relentless pursuit of a world that works better for people - we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI.

Inviting applications for the role of Process Associate, Wealth Management

The objectives of this Genpact operations unit must tieinto the overall aims of business. 

Responsibilities

• Timely escalation of issues to SME/TL. Proactively mitigate process gaps or potential issues. Assist in creating and updating process documents. 

• Ability to think critically and act timely on issue resolutions and escalations. 

• Manage and maintain good working relationships with Front Office, Onshore and Offshore counterparts. 

• Support analysis to identify root cause of production problems and errors (SOE)and develop timely solutions. 

• Strong communication skills and use of tact to resolve conflicts. 

• Propose projects and process automations to promote service excellence. 

Qualifications we seek in you

Minimum Qualifications

Preferred Qualification

• Related work experience within Trade Support, Middle Office, Investment Operations and or Fund Accounting. Investment certification is an advantage. 

• Strong knowledge in securities instruments and Investment Operational processes.

Support Associate

Company Description

As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients’ most valued asset-management partner.

With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to clients, we’re looking for unique voices to help lead us forward. If you’re ready to challenge your limits and build your future, join us.

Position Overview:

We are looking for a Private Wealth Support Associate to work in a team that supports multiple Wealth Advisors and their clients. The Support Associate will gain exposure to the full breadth of the prospecting & client service processes, as this role is responsible for the aspects of client service management, including the administrative, transactional and operational functions within the Private Wealth group. This is an exciting and challenging opportunity that will give qualified candidates exposure to advisors, internal business partners, and many other departments within Bernstein Private Wealth Management.

A Private Wealth Support Associate will:

• Partner directly with Wealth Advisors and their Client Service Associates to execute the operational needs of the practice, such as performance reporting, client/prospect meeting preparation, account creation and maintenance, & portfolio analysis
• Partner with Client Service Associates to accomplish a common goal of providing exceptional service
• Interact and network with senior professionals throughout the firm to fuel career success
• Ensure accurate and timely completion of responsibilities

Training Program:

Private Wealth Support Associates will participate in a comprehensive and robust training program. The customized program will enable Associates to build a foundation of knowledge and develop skills needed to process operational tasks, achieve client service excellence and fuel success as a financial professional. Curriculum will be delivered both in a formal classroom and on the job setting.

Qualifications:

The ideal candidate should:

• Have a postgraduate/master’s degree or equivalent in business, finance or economics with excellence in academics and strong leadership experience.
• Have 2 to 3 years of industry experience.
• Be an accomplished team player who seeks a rigorous and challenging environment for their career development.
• Be detail-oriented with a strong ability to multitask and work under pressure in a fast-paced atmosphere.
• Possess strong analytical and communication skills (both written and verbal) and an ability to build internal relationships. Proficiency in Word and Excel are required.

Pune, India

This role is for an experienced audit professional to join the Asset Wealth Management Audit Team.

Job Summary

As a Asset Wealth Management Audit Associate in our Internal Audit group, you will lead audit assignments, perform and document audit testing, partner closely with global Audit colleagues and business stakeholders, and use judgment to strengthen internal controls. You will be responsible for assisting with ongoing risk assessment, control identification, audit execution and continuous monitoring activities across Asset & Wealth Management functions.

Job Responsibilities

1. Assist or lead audit engagements covering Asset Wealth Management functions including risk assessment, audit planning, audit testing, control evaluation, documenting work papers, audit report drafting and follow-up and verification of issue closure. 

2. Meet time frame and budget targets for assigned audit work, whilst adhering to department and professional standards and utilizing consistent methodology. 

3. Collaborate with other groups and regions within Audit to ensure the delivery of a seamless program of audit coverage across the firm. 

4. Establish and maintain a business climate and culture that encourages integrity, respect, excellence and innovation. 

5. Travel to locations internationally (up to 10%), if required, and adjust work timings, as needed, to support global teams

Required qualifications, capabilities and skills

Preferred qualifications, capabilities and skills

Technology Project Manager / Scrum Master 

Private Wealth Management

The Private Wealth Management (PWM) business provides end to end Investment Management services and advice across a large range of asset classes for high net worth individuals. PWM leverages a global technology platform offering, an integrated suite of tools, and applications to onboard clients. Our software helps realize a client's goals and objectives, develops and implements an integrated wealth management plan and delivers first-class client service.

The Private Wealth Management Group (PWM) within GS develops and manages relationships with wealthy individuals and family groups, advising them on ways in which to build and protect their financial assets through equity, fixed income, alternative investments and other financial instruments. The successful candidate will join the global PWM Digital team. We develop digital solutions to help clients connect and engage with Goldman Sachs. We work closely with our business partners to streamline business workflows and drive growth. Currently, we are focused on building out our next generation mobile products spanning both iOS and Android platforms.

WHO WE LOOK FOR

Maturity, strong judgment, negotiation skills, ability to influence, analytical talent and leadership are essential to success in this role. Responsibilities include working with PWM Engineering, Product, Design and Operations to define strategy and requirements, identifying and securing commitment from teams across the division for new initiatives, driving consensus on the technical approach, setting timelines, and leading cross-functional development teams from design through delivery. You'll need to be a strong project manager with technical and business acumen as well as an excellent communicator -- whether working with developers or providing updates to engineering and business leadership. The ideal candidate is an influential leader with a knack for getting things done. Someone who is able separate what's important from what's urgent and find the best path forward from among multiple scenarios, earn the trust of stakeholders, and improve the efficiency of our cross-functional organization.

YOU WILL

SKILLS AND EXPERIENCE WE ARE LOOKING FOR

PREFERRED QUALIFICATIONS

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. 

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at /careers. 

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.

About Rapido

We are India’s largest bike-taxi platform, steadily venturing into Auto, Cabs, Delivery, Rental, and more. Currently, present in ~100 cities, we are growing close to ~50% year-on-year with steady funding. We have changed the concept of intra-city travel and made last-mile connectivity affordable to all. Along with being the #1 choice of 40 million people, we have also built a solid captain base of over 5 million registered captains, who have bettered their lives with Rapido. As an employer, we provide a lot of ownership to our team members providing multiple avenues for them to grow within the company. You will only grow with us with the right balance of ambition, fun, and transparent work culture! Rapido Cabs made its debut on May 2023, marking the commencement of its services in eight cities. Notably, Hyderabad, Bangalore, and Delhi stand out as the primary cities for this initial launch. However, the ambitious plan includes an extensive expansion to encompass over 50 cities in the coming 12 months. We are not an option, we are a choice!

Job Summary:

We are seeking a detail-oriented and passion driven FP&;A individual to join our dynamic finance team. The person will be involved in data crunching and converting the raw data into actionable insights. This role is crucial in supporting our strategic decision-making processes by providing insightful financial analysis and projections. This role involves active collaboration with cross functional teams to understand, present the reports and analyze the variances and deviations.

Job Responsibilities:

• Assist in preparation of Operating Plan (Monthly/Quarterly/Annual) post understanding of business metrics driving the cost.
• Responsible for fixed costs budgeting and planning based on inputs from Business Heads and the overall AOP(Annual Operating Plan).
• Responsible for timely and accurate reporting of all business transactions in relation to fixed costs by way of provisions, unit economics and month-of-month trend analysis.
• Support the GL team in preparation of monthly MIS by ensuring timely book closure and sharing relevant schedules for Employee costs and Other Technology costs & reconciliations
• Reviewing overall P&L for different business segments and identifying and tracking key movements in relation to critical costs and highlighting & highlighting the same to relevant stakeholders
• Reviewing reports and reconciliations prepared by finance executives and share data for Segment reporting with other internal finance team members
• Data Collaboration and Review for Weekly Reporting of Fixed Costs
• Submission of Provisions and Unit economics for Monthly Book Closure
• Review and Reconciliation of Invoices for timely approval and validation
• Collaborate with Business Team (cost negotiation data inputs) and Legal Team (to review agreements with external Business partners)

Key Responsibilities

• ROCE & Sales Profitability Analysis
• Conduct Return on Capital Employed (ROCE) analysis at Product Category, Segment, and Company level.
• Perform Sales Analysis (COPA), including:
• Profitability by Channel, Region, State, SOF, and Customer (OE & Exports)
• Profitability by Product Group and SKU level

• Sales Planning & Forecasting
• Provide GSP Data for Marketing – Exports Sales (Domestic vs Import content of raw materials).
• Support Govt. of India PLI Scheme documentation – Domestic Value Addition on OE Supplies.
• Develop the Annual Sales Plan:
• SKU-wise / Category-wise / Segment-wise Sales Value and Tonnage
• Comparison against Previous Budget and Current Year Estimates
• Facilitate management sign-off of Annual Plan documents
• Manage Annual Operating Plan (AOP) and Rolling Forecast processes.

Costing & Margin Analysis

• Prepare daily product costing (cost sheets) for Marketing requirements.
• Develop and maintain Actual Monthly Gross Margin Statements:
• Product-wise, Category-wise, Segment-wise
• OEM (Original Equipment Manufacturer) – Customer-wise / Product Category-wise
• Exports – Country-wise / Customer-wise
• Prepare Monthly Gross Margin Projections (SKU-wise / Segment-wise).
• Conduct Bill of Material (BOM) and Gross Margin Analysis, including:
• Nil Margin vs Nil Margin comparison
• Gross Margin Projections vs Nil Margin
• OE Product Cost & GM Analysis (Quote vs SOP vs Actual Sales)
• Year-on-Year comparative analysis

• Inventory & Revenue Reporting
• Prepare Finished Goods (FG) Holding Days report aligned with forward sales plan.
• Calculate and analyze Norms vs Actuals (SKU-wise, Category-wise, Segment-wise).
• Deliver accurate and timely Revenue Reports for Senior Management review.

Qualifications

• Master’s degree in Finance, Accounting, Economics, or Business.
• Professional certifications preferred: MBA, ACCA, or CIMA.
• 3–5 years of experience in Marketing Finance or Financial Planning & Analysis.
• Proficiency in MS Excel, PowerPoint, and database management systems.
• Strong expertise in financial modelling, data reconciliation, and reporting automation.

Desired Skills

• Solid understanding of Accounting Principles and advanced Financial Analysis techniques.
• Strong business acumen with the ability to interpret changing sales trends and influence decision-making.
• Hands-on experience with ERP systems such as SAP and financial planning software.
• Excellent analytical, communication, and presentation skills.

Amura’s Vision

We believe that the most under-appreciated route to releasing untapped human potential is to build a healthier body, and through which a better brain. This allows us to do more of everything that is important to each one of us. Billions of healthier brains, sitting in healthier bodies, can take up more complex problems that defy solutions today, including many existential threats, and solve them in just a few decades.

Billions of healthier brains will make the world richer beyond what we can imagine today. The surplus wealth, combined with better human capabilities, will lead us to a new renaissance, giving us a richer and more beautiful culture. These healthier brains will be equipped with deeper intellect, be less acrimonious, more magnanimous, and have a kinder outlook on the world, resulting in a world that is better than any previous time.

We find this vision of the future exhilarating. Our hopes and dreams are to create this future as

quickly as possible and ensure that it is widely distributed and optimized to maximize all forms

of human excellence.

Responsibilities

As a member of our finance team, you will be entrusted with critical functions that support the company’s growth and financial health. Your responsibilities will include, but not be limited to:

● Closure of Books:

Manage and ensure timely and accurate closure of the company’s books of accounts on a monthly and annual basis.

● Preparation of MIS:

Prepare and review Management Information Systems (MIS) reports, providing insights and recommendations for business decision-making.

● Regulatory Compliance:

Oversee and ensure compliance with key regulations including the Companies Act, Income Tax Act, GST, and other indirect taxes.

● Process Improvement:

Identify areas for process improvements and bring efficiencies in existing financial systems and practices.

● Financial Planning & Analysis:

Assist in the preparation and analysis of financial forecasts, budgets, and strategic financia planning.

● Preparation of Financial Statements:

Assist in the preparation and presentation of the company’s financial statements, ensuring accuracy and timely submission.

● General Finance Support:

Assist in various other finance-related activities and projects as needed, working closely with other departments.

Requirements

● Educational Qualifications: Chartered Accountant (CA) or Semi qualified Chartered Accountant (CA)/ MBA-Finance with 2-3 years of post-qualification experience or completed articleship.

● Experience : Background in accounting, compliance, and financial reporting, exposure to healthcare or startup environments is considered a plus

● Knowledge of Regulations: Deep understanding of GAAP, Income Tax Act, Companies Act, and indirect tax regulations.

● Analytical & Problem-Solving Skills : Strong analytical skills with the ability to provide actionable insights from financial data.

● Proficiency in Financial Software: Experience with accounting software and ERP systems (Zoho books), along with advanced Excel skills.

● Interpersonal Skills: Excellent communication and interpersonal skills to work effectively with cross-functional teams, external stakeholders, and senior management.

● Attention to Detail: A meticulous approach to managing financial records and ensuring accuracy in reporting.

Here are answers to some questions you may have

Who is Amura?

We are a health startup with presence in multiple countries

How old are you?

6+ years

What is special about you?

Our clients are at the heart of the Amura protocol, an intensive health program. Choosing this journey makes them truly special. Our team, composed of brilliant minds in operations, medicine, and marketing, invites you to explore joining us. Our success is evident in our 82+ Net Promoter Score (NPS), and all our business comes organically as people love what we do.

What is special about working with you?

You will grow crazy-fast. As a rule of thumb, you can expect 5 years of growth for every year you are with us. But beware, growth like that cannot be achieved with life as usual. / But beware, growth like that cannot be achieved by any ordinary person

What kind of people are you looking to add to your team?

We are looking for people who, when given the opportunity to have a measurable impact on the world, will take it. Who values human life and is willing to work tirelessly on not only improving themselves for their own sake but for the benefit of everyone in the world. We work on the edge of our own best, striving to find what could come next in our growth. Anyone that joins the team will not only find the challenges they need to push them, but also will have Amura at their back for support and guidance.

Where is your office?

Chennai (Perungudi)

Work Model

Work from Office – because great stories are built in person!

Do you have an online presence?

(we are @AmuraHealth on all social media)

Perks I get when I join Amura?

● Great salary, combined with greater growth opportunities

● Health insurance for you and your dependents

● All Amura programs are available free of cost to you and your dependents (you’ll have

to pay for the consumables, though)

About the Company

Established in 1989, Rollick is today, amongst the largest manufacturers of frozen dessert in Eastern India, with state of the art manufacturing units in Kolkata. It has a fast growing network of over 500 distributors across the region. Rollick’s product range includes a variety of ready to eat cups, sticks, cones, take home tubs and bulk packs. These products are available in more than 20,000 retail outlets and 600 pushcarts. Rollick has a unique range of products catering to all tastes and preferences. Selling within a price range of Rs 5-50 for a single consumption pack, the aim is to be affordable by all. Today, Rollick is present in 15 states and has plans to soon be available pan India.

website:

Location: Kolkata ( Sector-V )

Interested candidate please share your updated resume:

About the Role

The Financial Planning & Analyst supports the finance function by leading project management initiatives, improving business processes, conducting in-depth financial analysis, and providing data-driven insights to senior management. The role is essential in identifying cost-saving opportunities, driving operational efficiency, and supporting strategic decisions to ensure the company’s financial health and growth. The role requires minimal travel for business purposes.

Responsibilities

• Project Management:
• Lead and manage key finance projects, ensuring on-time delivery, resource optimization, and alignment with business objectives.
• Collaborate with cross-functional teams to drive project success and achieve measurable outcomes.
• Process Improvement:
• Identify inefficiencies in current business processes and propose solutions to optimize workflows, reduce waste, and enhance productivity across the organization.
• Implement best practices and monitor progress post-implementation.
• Financial Analysis:
• Conduct thorough financial analysis to support decision-making, including profitability analysis, variance analysis, and scenario planning.
• Provide financial modelling to evaluate potential investments and business opportunities.
• Cost-saving Initiatives:
• Identify and evaluate opportunities for cost reduction and process efficiency improvements.
• Collaborate with operations and finance teams to implement initiatives that result in measurable cost savings.
• Data-driven Insights:
• Analyse financial, sales and operational data to generate actionable insights for senior management.
• Create reports, dashboards, and presentations to communicate findings and make recommendations that support the company’s strategic goals.
• Support Strategic Decisions:
• Provide analytical support to senior management in evaluating strategic options, mergers, acquisitions, or expansions.
• Assess financial risks and returns to guide critical decision-making processes.

Qualifications

• Master’s degree in Finance, Business Administration, or related field
• 2-4 years of experience in business analysis, project management, or financial analysis within the manufacturing industry

Required Skills

• Technical:
• Business Modelling & Analysis
• Advanced Excel & Data Visualization Tools
• Project Management Software Proficiency
• Cost-Benefit Analysis
• Business Process Optimization Techniques
• Behavioural:
• Analytical Precision
• Attention to Detail
• Strategic Thinking
• Data-Driven Decision Making
• Problem-Solving Orientation
• Influencing
• Result Orientation
• Time Management and Prioritization
• Proactive Initiative & Continuous Improvement Mindset

Preferred Skills

• KRA & KPI
• Lead projects: Project completion and outcomes.
• Improve business processes: Process efficiencies and cost reductions.
• Provide financial analysis: Accuracy and relevance of reports.
• Identify cost-saving opportunities: Achieved cost savings.
• Present data-driven insights: Insight Accuracy Rate (Percentage of insights and data interpretations that accurately reflect business outcomes).