Wealth Management Jobs in Pune

Job Description:ROLE EXPECTATIONS:We are looking for Relationship Managers to build and preserve trusting relationships with our customers.We ll rely on you to find ways to outperform our competition and maintain our company s positive image.To succeed in this role you should be a More...

Overall Experience:4 years of experience.What were looking forWe are looking for Relationship Managers to build and preserve trusting relationships with our customers.We ll rely on you to find ways to outperform our competition and maintain our company s positive image.To succeed More...

Job Description: > Educational Qualifications: Post Graduation > Experience: 5 Years in handling the investment products as product manager/investment counsellor/wealth Manager/Relationship Manager. > Excellent communication presentation and relationship management skills. > Prefer More...

OverviewClient Management plays a critical role in fostering strong relationships with our clients understanding their needs and ensuring their satisfaction. The position is vital in driving client retention identifying upsell opportunities and enhancing the overall client experience. More...

If you love to interact with people have a passion for personal finance and can be a trusted companion to our customers in their financial journey then do read further about your responsibilitiesCore Responsibilities:Engage with the clients regularly and conduct their portfolio review More...

Required: Python R PowerShell ETL (Extract Transform Load) Azure data pipeline Azure database coding/scripting SQL coding/scripting SQL database management Qualifications Required education: Bachelor of Engineering 35 years of work experience would More...

Job Descriptions Monitoring of schedules Follow up schedules and vendor document processing as per Contract. Preparation of MOMs All documentations of discussion and MOMs of Vendors Approval notes preparation as per contract. Amendments of POs and terms and conditions Audit and certi More...

Job Summary Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.New client acquisition for BrokingInvestment products PMS/MF/Fixed Income and Insurance on as per assigned targets Key Deliverables 1. Ensure timely adv More...

Analytical Skills: Strong problemsolving abilities and analytical thinking. Communication: Excellent verbal and written communication skills. Software profieciency: Excellent with MS excel Powerpoint Prior internships parttime jobs or relevant projects are a plus but not ma More...

Account Management Implement the departmental strategy and initiatives ensuring that they remain consistent with the businesss overall strategy. Achieve revenue targets by creating business opportunities in the region from existing clients by identifying their needs & educate them ab More...

The PMO team is in charge based on standard processes like PLM or PM of the proper Project Management assuring needed results in safety quality time and cost. The scope of the Portfolio area includes prioritization and overall resource management to achieve the best results possible f More...

Initiate & Develop MFG plant digitization activities implementations. Define & Implement new technology solutions across Mfg Functions Coordination with plant PIC to drive the activity Basic Knowledge on smart factory & IOT initiatives & Solutions Basic Knowledge o More...

Must have experience in Private Banking and Wealth Management and/or Retails and Investment Banking T24 Core Banking knowledge in Payments SWIFT (MT and MX messages) SEPA SEPA DD Batch TPH Parameter Tables FCM Cheques BACS Payments CHAPS Payments Book Transfer SIC/ EUROSIC Sh More...

Job Description: Responsibilities: Contacting and following up with new prospective Clients and setting up new business opportunities. Convert prospects into customers by showcasing appropriate residential properties to the prospects matching the investment/residential needs More...

Job Description: 1. Coordinating and guiding the vendor for processing the change management request 2. Checking the completeness of the document based on the available checklist. 3. Followup with the Vendor management team for approval of the request 4. Maintaining the database fo More...

Roles & Responsibilities: Manage Patent Portfolio: o Oversee filing prosecution and maintenance of patents. o Conduct patent searches and analyze patent landscapes. o Coordinate with external patent attorneys for filings. Develop IP Strategies: o Create IP strategies More...

Minimum of 10 years of experience in project management and supervision within the construction industry preferably in civil projects (Buildings) Proficiency in Primavera P6 MS Projects and other relevant project management software. Strong understanding of ITbased project More...

Job Description We are looking for an experienced Shipping manager to manage daily shipping and distribution operations. You will be the one to ensure complete orders are shipped and delivered in a timely manner. A successful shipping manager is analytical wellorganized and excels in More...

Key requirements for the candidate would be Office Maintenance BMS Fire Safety and AMC handling Experience can be around 2 years Candidate should be fluent in English and preferable to stay close to Kanjurmarg in Mumbai. This is a sixday job (Monday to Saturday) at the Mumbai office

Responsibilities/Deliverables: Prepare monthly reporting packages to support the books and records of the management company Responsible for monthly quarterly and yearend closing of the general ledger including preparation review and posting entries to the general ledger in Mi More...