Wealth Management Jobs in Pune

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Search Results - Wealth Management Jobs in Pune

Relationship Manager (UHNI)

Hireginie-Pune-today

roles Educational Qualification: MBA (or) M Com (or) any Post Graduate in Finance/Mtech About the role: As a Relationship Manager (RM), you will be an integral member of a client relationship team, working directly under a Wealth Manager. This role...

Strategic Account Manager

WillJini-Pune-yesterday

experts and powered by proprietary technology. Our distribution model is deeply embedded in the financial advisory ecosystem. We partner with Mutual Fund Distributors, Wealth Managers, Financial Planners, and CAs to deliver estate planning as a value...

Senior Manager - MFD & Partner Acquisition

Kissht-Pune-yesterday

Management,Mutual Funds, or Financial Services. • Strong network within the MFD, IFA, Wealth Management, or AMC ecosystem. • Good understanding of mutual fund distribution, ARN/EUIN processes, and partner management. • Strong communication, relationship...

Operations Analyst

Barclays-Pune-foundit.in-yesterday

and compliance with relevant regulators. You will take ownership of your work, ensuring it aligns with the relevant rules & regulations, and codes of conduct. You will focus support Private Bank & Wealth Management operations through day-to-day processing...

Account Manager (Chartered Accountant)

Anand Rathi Wealth Limited-Pune-today

Job Title - Management Trainee CTC - 11.11L (Inclusive of Variable Pay) Education Background - Chartered Accountant Job Location - Pune (Shivajinagar) An account manager (AM) role is to support the RM in maintaining and building the RM wealth...

Strategic Relationship Manager – Promoter & Uhni Outreach

Sperton-Pune-mncjobsindia.com-yesterday

identifying recent liquidity events and setting qualified strategic meetings for the Founder CEO The ideal candidate comes from wealth management private banking with a strong calling background and deep understanding of wealth products Key...

Director - Institutional & HNI Sales

Weekday AI-Pune-workable.com-2 days ago

relationships with banks, family offices, corporate treasuries, wealth management firms, distributors, and financial intermediaries. • Manage a portfolio of key institutional and HNI accounts while ensuring exceptional client servicing. • Identify new market...

Head of Operations

Allvest Securities Pvt. Ltd.-Pune-yesterday

Job Title: Head of Operations Organization: Allvest Location: Kurla, Mumbai Department: Operations Experience Required: 10+ Years (Wealth Management / Broking / Financial Services Preferred) Role Overview We are looking for an experienced...

Senior Analyst

Barclays-Pune-foundit.in-3 days ago

of the role To support PBWM with day-to-day processing, reviewing, reporting, and issue resolution. Accountabilities • Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution...

Preferred Relationship Manager

Anand Rathi Share and Stock Brokers Ltd-Pune-today

Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products: Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience...

Lead Requirements Engineer

UBS-Pune-mncjobsindia.com-3 days ago

be working in the Trading Platform crew in Switzerland which is part of the Trade and Transfer Assets Stream We build support and transform trading applications for UBS Global Wealth Management and P C Clients Our Platform is used globally both internally...

Pharma Forecasting- Consultant/ Sr Consultant/ Project Manager

PharmaACE-Pune-yesterday

and the Analytics Centre of Excellence Model. Our wealth of therapeutic area experience cuts across Oncology, Immuno- science, CNS, CV-Met, and Rare Diseases. We support our clients' needs in Primary Care, Specialty Care, and Hospital business units, and we have...

Chartered Accountant

Pune Institute of Business Management-Pune-jmmst.com-1 week ago

Portfolio Management • Risk Management • Treasury Management • Commercial Credit Analysis • Financial Markets & Institutions • Fixed Income Securities • Derivatives & Alternative Investments • Wealth Management • International Finance • FinTech & Digital...

Coördinator projectleiders

TMF Group-Pune-today

and SharePoint. ~ Ability to manage multiple priorities in a fast-paced project environment. ~ Preferred Experience: Project Accelerator Financial Services Investment Management Private Wealth & Family Office Private Equity / Real Estate Funds...