827 Wealth Management jobs in India

Company Profile:

Money Honey Financial Services Pvt Ltd Money Honey Financial Services Pvt Ltd, incorporated in 8th May of the year 2008 at Mumbai. The Money Honey is a one-stop shop for information, advice as well as transaction execution of financial services. Money Honey along-with its subsidiaries caters to entire gamut of financial services including equities and commodities broking, portfolio management, distribution of mutual funds, Commodities, Govt Bonds, IPO, Fixed Deposit, etc. A specialized and trained team facilitates the smooth acquisition and servicing of a large customer base.

Job Overview:

1.Investment Specialist role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc).

2.Help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix

Qualifications and Skills:

   Knowledge or interest in Mutual Funds and Finance

   Good communication skills

   Basic computer skills

   Recent graduates with a degree in Finance or related field

   Freshers with a passion for the financial services industry

Please forward your resume, salary history and other pertinent information to the following

person in order to be considered for this position:

or

Position: Associate/Analyst (Wealth Management)

About Neo Group: Neo group, focused Asset Management and Financial Advisory Platform that aims to provide clients with transparent, cost-efficient and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering them to pursue their dreams. Assisting in India's glorious aspiration on self-reliance and egalitarian prosperity is Neo's underlying goal, and we are proud to stand united in that journey! We are building the next billion tech for the best wealth management platform and financial ecosystem.

Summary The position will be an invaluable member of our Wealth Management Team and will be responsible to provide analytics which are accurate. Should have an understanding on markets and various asset classes. Should be eager to learn new things that will enhance their skill set and should be ready to go to lengths to deliver output well within the stipulated time.

Job Responsibilities:

The position holder shall be responsible for:

• Engage in multi asset class research using fundamental analysis, valuation models, and other metrics.

• Assisting in the composition and maintenance of model investment portfolios.

• Perform several common duties, such as conducting detailed client level portfolio analysis and preparing insightful reports. Included in the portfolio analysis is benchmarking the progress vis-à-vis the plan and the ongoing market opportunity and advise the impact on the portfolio due to suggested changes. Should be capable to work on large amounts of data and streamline them into standard formats.

• Utilize specific software applications that attribute portfolio performance to individual securities or asset allocations.

• Support in preparation for client meetings and client portfolio reviews and seek information from various product manufacturers.

• Support our senior relationship managers in day-to-day activities while managing our HNI clients and network.

• Should be in position to comfortably present the proposals to UHNIs and Family offices clients.

• Expected to prepare internal and external notes on products and markets.

• Good communication skills and regular tracking of markets and investment products.

• Support in preparation for client meetings and client portfolio reviews and seek information from various product manufacturers.

Academic Qualification and Experience:

• Preferred MBA Finance, CFA and CA, or CFA or CA

• Experience of minimum 1 to 2 years in Private Banking / Private Wealth Products team/ AMC/ Equity Research or with a MNC Bank / Financial Institution

• Preferred to have all required NSIM certifications. Knowledge, Competency and Skills requirement:

• Strong analytical and quantitative skills and the ability to create/gather/analyse data

• Knowledge and experience of investment products and securities markets.

• Advance MF Excel and PPT skills a must

About Us: We are revolutionizing tax management for salaried professionals by leveraging AI to provide end-to-end tax solutions. As we scale our business to new heights, we are expanding our offerings to include financial advisory services, such as mutual funds, to help individuals optimize their taxes while achieving their financial goals.

Key Responsibilities:

• Mutual Fund Analysis & Advisory: Assess clients' mutual fund portfolios, evaluate risk profiles, and recommend suitable investment schemes aligned with their financial goals and market conditions.
• Customer Engagement & Relationship Management: Proactively engage with clients via calls and meetings to understand their investment needs, address queries, and provide tailored financial solutions. Maintain long-term relationships to ensure continued portfolio optimization.
• Holistic Financial Planning: Offer comprehensive wealth management services, including tax planning, asset allocation, and retirement planning, ensuring clients have a well-rounded financial strategy.
• Market & Product Knowledge: Stay updated on market trends, new mutual fund offerings, and regulatory changes to provide informed recommendations.
• Portfolio Monitoring & Rebalancing: Regularly review and analyze client portfolios, ensuring alignment with investment objectives and recommending rebalancing strategies when necessary.
• Team Training & Mentorship: Train, guide, and mentor a team of wealth advisors to enhance their expertise in mutual fund products, financial planning strategies, and client relationship management.
• Compliance & Risk Management: Ensure all investment recommendations adhere to regulatory guidelines and best practices, mitigating risks while optimizing returns for clients.

Experience & Skills Required:

• 2-5 years of experience in wealth advisory, mutual fund distribution, or financial planning.
• Strong understanding of mutual fund products, financial markets, and investment strategies.
• Excellent communication, interpersonal, and client management skills.
• Proficiency in financial analysis tools, Excel, and CRM platforms.
• Certifications such as NISM-Series V-A (Mutual Fund Distributors) or CFP (Certified Financial Planner) are preferred.

What We Offer :

• Flexible working hours.
• A dynamic, inclusive, and collaborative work environment.
• Opportunities for rapid growth and career advancement
• Health and Wellness Benefits

Position: Associate/Analyst (Wealth Management)

About Neo Group: Neo group, focused Asset Management and Financial Advisory Platform that aims to provide clients with transparent, cost-efficient and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering them to pursue their dreams. Assisting in India's glorious aspiration on self-reliance and egalitarian prosperity is Neo's underlying goal, and we are proud to stand united in that journey! We are building the next billion tech for the best wealth management platform and financial ecosystem.

Summary The position will be an invaluable member of our Wealth Management Team and will be responsible to provide analytics which are accurate. Should have an understanding on markets and various asset classes. Should be eager to learn new things that will enhance their skill set and should be ready to go to lengths to deliver output well within the stipulated time.

Job Responsibilities:

The position holder shall be responsible for:

• Engage in multi asset class research using fundamental analysis, valuation models, and other metrics.

• Assisting in the composition and maintenance of model investment portfolios.

• Perform several common duties, such as conducting detailed client level portfolio analysis and preparing insightful reports. Included in the portfolio analysis is benchmarking the progress vis-à-vis the plan and the ongoing market opportunity and advise the impact on the portfolio due to suggested changes. Should be capable to work on large amounts of data and streamline them into standard formats.

• Utilize specific software applications that attribute portfolio performance to individual securities or asset allocations.

• Support in preparation for client meetings and client portfolio reviews and seek information from various product manufacturers.

• Support our senior relationship managers in day-to-day activities while managing our HNI clients and network.

• Should be in position to comfortably present the proposals to UHNIs and Family offices clients.

• Expected to prepare internal and external notes on products and markets.

• Good communication skills and regular tracking of markets and investment products.

• Support in preparation for client meetings and client portfolio reviews and seek information from various product manufacturers.

Academic Qualification and Experience:

• Preferred MBA Finance, CFA and CA, or CFA or CA

• Experience of minimum 1 to 2 years in Private Banking / Private Wealth Products team/ AMC/ Equity Research or with a MNC Bank / Financial Institution

• Preferred to have all required NSIM certifications. Knowledge, Competency and Skills requirement:

• Strong analytical and quantitative skills and the ability to create/gather/analyse data

• Knowledge and experience of investment products and securities markets.

• Advance MF Excel and PPT skills a must

About Us: We are revolutionizing tax management for salaried professionals by leveraging AI to provide end-to-end tax solutions. As we scale our business to new heights, we are expanding our offerings to include financial advisory services, such as mutual funds, to help individuals optimize their taxes while achieving their financial goals.

Key Responsibilities:

• Mutual Fund Analysis & Advisory: Assess clients' mutual fund portfolios, evaluate risk profiles, and recommend suitable investment schemes aligned with their financial goals and market conditions.
• Customer Engagement & Relationship Management: Proactively engage with clients via calls and meetings to understand their investment needs, address queries, and provide tailored financial solutions. Maintain long-term relationships to ensure continued portfolio optimization.
• Holistic Financial Planning: Offer comprehensive wealth management services, including tax planning, asset allocation, and retirement planning, ensuring clients have a well-rounded financial strategy.
• Market & Product Knowledge: Stay updated on market trends, new mutual fund offerings, and regulatory changes to provide informed recommendations.
• Portfolio Monitoring & Rebalancing: Regularly review and analyze client portfolios, ensuring alignment with investment objectives and recommending rebalancing strategies when necessary.
• Team Training & Mentorship: Train, guide, and mentor a team of wealth advisors to enhance their expertise in mutual fund products, financial planning strategies, and client relationship management.
• Compliance & Risk Management: Ensure all investment recommendations adhere to regulatory guidelines and best practices, mitigating risks while optimizing returns for clients.

Experience & Skills Required:

• 2-5 years of experience in wealth advisory, mutual fund distribution, or financial planning.
• Strong understanding of mutual fund products, financial markets, and investment strategies.
• Excellent communication, interpersonal, and client management skills.
• Proficiency in financial analysis tools, Excel, and CRM platforms.
• Certifications such as NISM-Series V-A (Mutual Fund Distributors) or CFP (Certified Financial Planner) are preferred.

What We Offer :

• Flexible working hours.
• A dynamic, inclusive, and collaborative work environment.
• Opportunities for rapid growth and career advancement
• Health and Wellness Benefits

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