9 Wealth Planning Jobs

We are looking for a Subject Matter Expert in Digital Wealth Management with a minimum of 12 years of experience to join our overseas client team in Mahape, Navi Mumbai. If you are someone who possesses profound knowledge in wealth management and digital advisory, and have hands-on experience with Comarch or similar platforms, we would like to hear from you. As a Wealth Management SME, you will play a crucial role in implementing a Digital Wealth platform using Comarch. Your responsibilities will include translating intricate wealth management requirements into functional and testable deliverables, ensuring they align with business objectives, regulatory standards, and customer expectations. Your key responsibilities will involve being the primary domain expert for wealth management, digital advisory, and investment journeys. This includes interpreting and validating business requirements across various modules such as customer overview, account funding, self-execution, portfolio view, wealth planning, and more. Additionally, you will need to ensure that the capabilities of the Comarch platform are in sync with customer onboarding, portfolio management, order placement, reporting, and integration with vendors. Moreover, you will collaborate with testers to define test scenarios and acceptance criteria, focusing on areas such as real-time balance updates, order execution flows, portfolio aggregation, historical data accuracy, and regulatory compliance. You will also act as a bridge between business teams, technical teams, and external vendors, providing necessary training and documentation for internal teams. To excel in this role, you should have at least 8 years of experience in wealth management, private banking, or investment advisory. You must possess a robust understanding of investment products, portfolio performance metrics, risk profiling, and regulatory frameworks. Experience with Comarch or similar digital wealth platforms, familiarity with digital onboarding, robo-advisory flows, and API-based integrations is highly desirable. Furthermore, your expertise in Agile/Scrum delivery environments, ability to define and validate test cases, support testing phases, and ensure traceability will be crucial for success. Excellent communication, stakeholder management, problem-solving, and decision-making skills are essential soft skills needed for this role. If you meet the qualifications and are eager to be part of a dynamic team, please send your updated resume to tanvi.palwankar@qualitykiosk.com. We are looking forward to hearing from you and potentially having you join our team as soon as possible.,

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer.

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer.

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer.

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer.

Greetings From Avani consulting we are hiring • To up sell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. t worth relationships. • Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers • Providing Investment planning and advice • Achieving sales and revenue targets spread across product mix • One point contact for the assigned customer • Acquisition & Servicing of HNI/UHNI customers. • Preference to NISM Certified candidates with experience in managingRetail/HNI Clients, with in depth knowledge of Mutual Funds.

Greetings From Avani consulting we are hiring Role & responsibilities Key Accountabilities 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liase with distributors and build rapport to increase penetration of PMS products 3. Responsible for activating dormant channel to increase sales 4. Increase visibility of PMS products among distributors 5. Responsible for PMS product training to internal RMs and distributors 6. Think Out of the box for creating more penetration and sales in PMS. 7. Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently Work Status: Full Time Perks and benefits CTC 15 to 18 LPA plus attractive incentive Interested one can send their updated resume at Mail or WhatsApp Mail - anusha@avaniconsulting.com What's app and call - 9003875895

Greetings from Avani consulting We are hiring Role & responsibilities - Responsible for Concept Selling across the region, leveraging through existing distributor relationships. - Responsible for Product Level targets of the region for certain specified products across Equity & Debt. - To conduct Conference Calls / Meetings with Distributors for Product, Market and Knowledge updates. - To conduct Regular Trainings & Knowledge Sessions for Internal Employees across the region. - To work with the Sales team in increasing distribution spread & Product Mix. - Support to create simpler communication on Focused Products along with Product team. - Providing critical on ground Feedback for enhancing business activities. - Give market feedback to Investments on peer Products Positioning & Product sales in market. Preferred candidate profile Desired Education Background: MBA (Finance)/ CFA/ CA/Graduate Desired Work Experience: 3 plus Critical Skills Required: Communication, Analytical & Interpersonal, Sales Techniques, Product & Market Perks and benefits 8 to 15 LPA PLUS attractive incentive Interested candidates share your cv in mail or WhatsApp Mail anusha@avaniconsulting.com WhatsApp 9003875895 ANUSHA Key Account Manager Avani consulting New era of recruiting

Financial Planning and Investments skills Experience in Finance and Wealth Management Services Strong analytical and problem-solving skills Excellent communication and interpersonal skills