51 Wealth Management jobs in Pune.

Pune

• Skills: client service, Private Wealth, operational needs, performance reporting, portfolio analysis, training program, multitask, analytical skills, communication skills, financial professional
• Level: mid
• Type: full_time

Pune

• Skills: Investor Relations, Financial Services, Client Service, Team Management, Hedge Funds, Compliance, Anti-Money Laundering, Microsoft Office, Process Improvement, Coaching
• Level: senior
• Type: full_time

Pune

• Skills: business development, regulatory policies, cross selling, credit delivery, profitability, consumer servicing, financial products, liaising, target achievement, agriculture finance
• Level: mid
• Type: full_time

Pune

• Skills: relationship management, high value clients, cross-selling, SME clients, revenue generation, financial products, customer loyalty, client satisfaction, asset book, business acquisition
• Level: mid
• Type: full_time

Pune

• Skills: High Net worth Customer, Customer relationships, Trade, Forex, Commercial Assets, Cross-selling, Customer service, Customer satisfaction, Mutual Funds, Insurance
• Level: mid
• Type: full_time

Pune

• Skills: client acquisition, wealth management, high net worth clients, investment products, customer marketing, portfolio management, risk assessment, financial planning, mutual funds, structured products
• Level: mid
• Type: full_time

Pune

• Skills: HNI Customer, business development, customer service, portfolio reviews, sales initiatives, client experience, relationship management, sales plan, regulatory processes, client queries
• Level: mid
• Type: full_time

Pune

• Skills: Client Service Management, Team Leadership, Customer Relationship Management, Quality Control, Client Onboarding, Performance Management, Financial Services, Institutional Clients, Report Generation, Escalated Client Inquiries
• Level: senior
• Type: full_time

Pune

• Skills: Investor AML, financial services, risk management, regulatory compliance, documentation, due diligence, asset servicing, wealth management, audit, communication skills
• Level: mid
• Type: full_time

Pune

• Skills: customer engagement, high-net-worth individuals, lead generation, cross-selling, relationship management, customer service, compliance, sales initiatives, banking products, financial solutions
• Level: entry
• Type: full_time

Pune

• Skills: investment management, client relations, financial analysis, risk assessment, portfolio management, market trends, networking, client acquisition, financial services, relationship building
• Level: mid
• Type: full_time

Pune

• Skills: HNI customer acquisition, relationship management, cross-selling, sales targets, customer satisfaction, financial solutions, consultative approach, banking products, customer engagement, integrated financial services
• Level: mid
• Type: full_time

Pune

• Skills: HNI Customer relationships, Sales plan, Client portfolio reviews, Service delivery, Client experience, Business growth, Regulatory processes, Sales initiatives, Client queries, Investment expertise
• Level: mid
• Type: full_time

Pune

• Skills: client acquisition, HNI customer relationships, sales plans, portfolio management, customer service, regulatory compliance, dedicated financial solutions, market trends, investment solutions, client engagement events
• Level: mid
• Type: full_time

Pune

• Skills: relationship management, banking, customer service, financial products, client relationships, sales, account management, portfolio management, KMBL, elite
• Level: mid
• Type: full_time

Pune

• Skills: client acquisition, relationship management, HNI clients, portfolio management, sales plans, financial solutions, customer service, regulatory guidelines, Trade, Forex
• Level: mid
• Type: full_time