Wealth Management Jobs in Pune
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Search Results - Wealth Management Jobs in Pune
CapitalmindPune
Wealth Manager:
Role - Wealth Manager
Reporting to - Business Head
Exp Range: 5+ years
1. Relationship Management & Advisory
• Act as the primary point of contact for a curated set of HNI/UHNI clients, managing their overall wealth journey...
Citigroup Inc.Puneappcast.io
The overall objective of this role is to drive applications systems analysis and programming activities.
Responsibilities
• Lead the design and development of wealth‑lending platforms (Margin Lending, Collateral Management), remaining actively hands‑on...
Anand Rathi Share and Stock Brokers LtdPune
Collaborate with product/research teams on portfolio solutions.
Qualifications
• Post Graduate with 1+ years of experience in private banking/wealth management.
• Strong analytical and client relationship management skills.
• Experience selling Mutual Funds...
TIAAPunefoundit.in
Job Description
Specialist - Wealth Management - IN
A Specialist in Wealth Management Operations leads complex operational processes, overseeing transaction management and data integrity. They ensure compliance with industry regulations while...
JefferiesPune
asset and wealth management in the Americas, Europe and the Middle East and Asia.
Role and Responsibilities - Candidate would be part of Fixed Income Application Support team, interfacing with Credit Front Office users, notably the portfolio trading...
PassBeyondPune
with commission-only compensation
• Integrity - you’d rather lose a deal than mislead someone
Highly Desirable:
• Hindi, Urdu, Gujarati, Punjabi, or other regional languages
• Experience in real estate, immigration, wealth management, or financial services...
Anand Rathi Share and Stock Brokers LtdPune
Collaborate with product/research teams on portfolio solutions.
Qualifications
• Post Graduate with 1+ years of experience in private banking/wealth management.
• Strong analytical and client relationship management skills.
• Experience selling Mutual Funds...
Anand Rathi Share and Stock Brokers LtdPune
investment decisions for the clients.
• Conduct and assist in organizing seminars, workshops and other business development activities.
Qualifications:
• Relationship Managers with prior experience working in a Private Bank/Wealth Management setup...
Bajaj BrokingPunejmmst.com
customer experience, improve operational efficiency, strengthen risk management, and drive data-led decision-making across the broking and wealth management ecosystem.
The ideal candidate will combine deep expertise in AI/ML technologies with strong...
JefferiesPune
asset and wealth management in the Americas, Europe and the Middle East and Asia.
Role and Responsibilities - Candidate would be part of Fixed Income Application Support team, interfacing with Credit Front Office users, notably the portfolio trading...
SLiQPune
The typical target segment would be HNI/UHNI, Family offices, PMS & AIFs and distributors like Private Wealth management firms, New-age tech platforms offering alternative investments, and financial advisors.
ASM – LAS Product is required to have:
• Proven...
Anand Rathi Share and Stock Brokers LtdPune
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...
Bajaj BrokingPune
Assured.
• Experience working in Agile development environments.
• Strong understanding of STLC, defect lifecycle, and test automation best practices.
Preferred Skills
• Prior experience working on Stock Broking / Trading / Wealth Management platforms...
Anand Rathi Share and Stock Brokers LtdPune
investment decisions for the clients.
• Conduct and assist in organizing seminars, workshops and other business development activities.
Qualifications:
• Relationship Managers with prior experience working in a Private Bank/Wealth Management setup...
Anand Rathi Share and Stock Brokers LtdPune
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...
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