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[Full Time] Urgent Opening- Manager/ Sr Manager- Wealth Management at Bajaj Capital

Fri, 03 Apr 2026 12:00:00 +0530

Job Description

Role & responsibilities

Designation- Manager/ Sr Manager- Wealth Management

Job Profile:

Develop and provide solutions to the clients basis their requirements
Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles
Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM
Initiate portfolio review of the existing investors in a timely manner
Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends
Share regular updates with the investors with regards to the schemes, research papers, etc.
Conduct regular marketing activities in coordination with the regional marketing team and product team

Must Haves:

Excellent socializing and relation building skills.
Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.
Should be a confident individual and must conduct and present themselves well in front of client
Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability
Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets.
Should always identify opportunities for greater profit
Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation

Desired Candidate Profiles

Candidate Should have a minimum 3 - 7 years of experience in Wealth Management, Financial Planning & Investment Advisory.
Possession of requisite certifications will be an added advantage
Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc.
Should have a proven track record of AUM generation.
Book size should be minimum 10 cr

Location- Delhi/NCR( Punjabi Bagh, Vasant Kunj, Nehru Place , Noida)

Salary- 9 LPA- 14 LPA

Interested candidate can mail there resume to

sonam.singh@bajajcapital.com

Regards

Sonam Singh

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Wealth Manager
Employement Type: Full time

Contact Details:

Company: Bajaj Capital
Location(s): Delhi, NCR

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[Full Time] Virtual Relationship Manager at Leading Broking

Fri, 03 Apr 2026 12:00:00 +0530

Job Description
Role & responsibilities
Client Acquisition, Clients Relationship Managements building and maintaining relationship
Managing Clients portfolio
Investment advice providing clients with advice and recommendations Staying up to date with market trends and analysis.
Account Management Like managing client accounts, including account opening maintenance and closing
Promoting financial products and services to clients and prospects

Interested candidates contact Hemalatha-7200031602
Mail-hemalatha@avaniconsulting.com
Job Classification
Industry: Financial Services (Broking)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Trading, Asset & Wealth Management - Other
Employement Type: Full time
Contact Details:
Company: Leading Broking
Location(s): Chennai

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[Full Time] Hiring Equity Dealer/Advisor-6 L @Broking Company at Renowned broking

Wed, 11 Mar 2026 12:00:00 +0530

Job Description
Role & responsibilities
Activate trading accounts for clients and guide new entrants in understanding equity market dynamics.
Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf.
Drive revenue growth while ensuring client profitability and long-term engagement.
Preferred candidate profile
Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm.
Hands-on experience in broking with a solid understanding of financial products and market trends.
Must not have any self-trading experience.
Certification: NISM Series VIII certification is mandatory.
Strong expertise in client acquisition, retention strategies, and achieving sales targets.
Prior experience in the broking industry is essential.

Regards,
Sandipa

Job Classification
Industry: Financial Services (Broking)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Equity Dealer
Employement Type: Full time
Contact Details:
Company: Renowned broking
Location(s): Guwahati

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[Full Time] Sr. Business Functional Analyst at Tech Mahindra

Wed, 11 Mar 2026 10:24:28 +0530

Job Description
Job Title: Sr. Business Functional Analyst

Experience: 10+ years
Location: Pune
Domain: Banking
Notice Period: within 30 Days

Role Description
The Sr Business Functional Analyst captures and documents requirements, analyses the impact of changes and supports the business throughout the implementation process. They are required to understand the business requirements and map the same to system functionalities.
Your key responsibilities
Work closely together with the Product Owner and other squad members, to ensure right granularity of requirements specification on an epic / story level
Responsible for User Story Creation
Translate business needs: Create models, diagrams, presentations and other documentations that support the target audience to understand the business requirements
Facilitate communication at team level in order to create consensus on scope, design decisions, and implementation decisions
Validate requirements, Testing & Training (if required): validate e2e requirements via reviews, walkthroughs, and demo
Ensure the right granularity of user story's by applying slicing techniques in scope of estimation and completion in a single sprint
Supports the design and conceptualization of new business solution options and articulates identified impacts and risks
Together with the Scrum Master assures that a proper number of Items enter into Sprint Backlog
Outline business value of each requirement together with Business Functional Analyst and Product Owners and continuously engages with Engineering, POs and Journey experts to ensure development is aligned to what is required
Provides domain and functional expertise as required
Understands vision of the product and ensures development activities reflect that vision into the product
Works with engineers, to prioritize, trouble shoot and resolve reported bugs / issues / stories on applications
Drives data discovery, sourcing, modelling and analytics to support the creation of data flows and models. This includes researching and profiling data sources in data categories of expertise
Evaluating dependences, interfaces and specifying inputs and formatting outputs to meet the business' Responsible for defining Non-Functional Requirements.
Contribute to Communities of Practices applicable for Functional Analyst / Product Owner Role.
Your skills and experience/Qualifications
Overall 10+ years of Experience
Exposure to working with Data Warehouses, Regulatory Reporting framework
Experiece in Anti Financial Crime (AFC) and Transaction Monitoring is desired
Bachelor's Degree and/or any finance-related courses with a proven record of accomplishment in banking, shared service, or in finance industry. ACAMS or similar industrial accreditation would be a plus.
Possessing work exposure in Transaction Monitoring on different products, regions and being well versed in AML regulations will be required. While having exposure in platforms like ACTIMIZE, FIRCOSOFT, MANTAS, etc. would be highly preferred.
Experience in a Banking /Wealth management domain and/or related support functions including understanding of products, business and operational processes, with exposure to business analysis will be required.
Experience of working in Agile Environment.
Clear ability to provide concise, precise and managerial answers to a wide array of business related topics
Job Classification
Industry: IT Services & Consulting
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Wealth Manager
Employement Type: Full time
Contact Details:
Company: Tech Mahindra
Location(s): Pune

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[Freshers] Wanted Fresher For Banking Back-end Officer - On Roll at Creative Hands HR

Tue, 10 Mar 2026 12:00:00 +0530

Job Description
ANY DEGREE CAN APPLY. 2025 Passout Can also apply

We Hiring For: Back-Operational Executive

permanent and On-roles job in leading Private Bank with fixed salary + high incentives
Overall Bank financial, Operations & A/c workRole & responsibilities

Day Shift.

Fixed Sat & Sun off.

Please apply for the job in Naukri.com. We will check & will update you. Do not search the number in Google and do not call us.
Job Classification
Industry: Banking
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Trading, Asset & Wealth Management - Other
Employement Type: Freshers
Contact Details:
Company: Creative Hands HR
Location(s): Hyderabad

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[Freshers] Wanted Fresher For Banking Back-end Officer - On Roll at Creative Hands HR

Wed, 18 Feb 2026 07:42:32 +0530

Job Description
ANY DEGREE CAN APPLY. 2025 Passout Can also apply

We Hiring For: Back-Operational Executive

permanent and On-roles job in leading Private Bank with fixed salary + high incentives
Overall Bank financial, Operations & A/c workRole & responsibilities

Day Shift.

Fixed Sat & Sun off.

Please apply for the job in Naukri.com. We will check & will update you. Do not search the number in Google and do not call us.
Job Classification
Industry: Banking
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Trading, Asset & Wealth Management - Other
Employement Type: Freshers
Contact Details:
Company: Creative Hands HR
Location(s): Hyderabad

Apply

[Full Time] Sr. Relationship Manager / Wealth Manager at Bajaj Capital

Wed, 11 Feb 2026 12:00:00 +0530

Job Description
Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch.
Key Job Responsibilities
Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions.
Conduct daily sales calling with prospective new clients and identify their needs.
Provide and develop solutions and suggest schemes to clients basis their requirements and goal.
Conduct timely and regular follow ups with the clients.
Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.
Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products.
Update and cross sell products and services to existing clients and update them about the primary and secondary market trends.
Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads.

Desired Candidate Profile

1. Candidate with good communication skills.
2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year +
3. Pleasing Personality
4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

Perks and Benefits

Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year)

1st & 3rd Saturday off.

Interested candidates with relevant experience are requested to share CVs at pawan.prasad@bajajcapital.com

Contact Person : Pawan Kumar Prasad
Job Classification
Industry: Financial Services (Asset Management)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Wealth Manager
Employement Type: Full time
Contact Details:
Company: Bajaj Capital
Location(s): Kolkata

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[Full Time] Sr. Relationship Manager / Wealth Manager at Bajaj Capital

Wed, 11 Feb 2026 12:00:00 +0530

Job Description
Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch.
Key Job Responsibilities
Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions.
Conduct daily sales calling with prospective new clients and identify their needs.
Provide and develop solutions and suggest different investment schemes to clients basis their requirements and goal.
Conduct timely and regular follow ups with the clients.
Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.
Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products.
Update and cross sell products and services to existing clients and update them about the primary and secondary market trends.
Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads.

Desired Candidate Profile

1. Candidate with good communication skills.
2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year +
3. Pleasing Personality
4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage
5. Maximum age limit 35 years.

Perks and Benefits

Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year)

1st & 3rd Saturday off.

Interested candidates with relevant experience are requested to share CVs at pawan.prasad@bajajcapital.com

Contact Person : Pawan Kumar Prasad
Job Classification
Industry: Financial Services (Asset Management)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Wealth Manager
Employement Type: Full time
Contact Details:
Company: Bajaj Capital
Location(s): Guwahati

Apply

[Full Time] Sr. Relationship Manager / Wealth Manager at Bajaj Capital

Wed, 11 Feb 2026 12:00:00 +0530

Job Description
Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch.
Key Job Responsibilities
Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions.
Conduct daily sales calling with prospective new clients and identify their needs.
Provide and develop solutions and suggest schemes to clients basis their requirements and goal.
Conduct timely and regular follow ups with the clients.
Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.
Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products.
Update and cross sell products and services to existing clients and update them about the primary and secondary market trends.
Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads.

Desired Candidate Profile

1. Candidate with good communication skills.
2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year +
3. Pleasing Personality
4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

Perks and Benefits

Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year)

1st & 3rd Saturday off.

Interested candidates with relevant experience are requested to share CVs at pawan.prasad@bajajcapital.com

Contact Person : Pawan Kumar Prasad
Job Classification
Industry: Financial Services (Asset Management)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Wealth Manager
Employement Type: Full time
Contact Details:
Company: Bajaj Capital
Location(s): Kolkata

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[Full Time] Fund Accounting Roles - Pune & Bangalore at Genpact

Tue, 03 Feb 2026 12:00:00 +0530

Job Description
Ready to shape the future of work?

At Genpact, we don't just adapt to change we drive it. AI and digital innovation are redefining industries, and were leading the charge. Genpacts AI Gigafactory, our industry-first accelerator, is an example of how were scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI, our breakthrough solutions tackle companies most complex challenges.
If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team thats shaping the future, this is your moment.
Genpact (NYSE: G) is an advanced technology services and solutions company that delivers lasting value for leading enterprises globally. Through our deep business knowledge, operational excellence, and cutting-edge solutions we help companies across industries get ahead and stay ahead. Powered by curiosity, courage, and innovation, our teams implement data, technology, and AI to create tomorrow, today. Get to know us at genpact.com and on LinkedIn, X, YouTube, and Facebook.

Inviting applications for the role of Management Trainee Fund Accounting!

**Work location: Pune and Bangalore

The role will be primarily responsible for Trade support, settlement and processing for US Domestic and Global Trades with sound understanding of trade lifecycle from custody to broker to client. This involves loading, matching and settling trade activities following up with custodians, brokers and clients to resolve unmatched trades and handling claims from counterparties.

Responsibilities
Daily NAV Calculation: Calculate and validate Net Asset Value (NAV) for assigned funds on a daily, weekly, or monthly basis.
Ensure accurate pricing of portfolio securities.
Transaction Processing: Record and reconcile trades, income, expenses, corporate actions, and other cash/position movements.
Reconciliations: Perform and resolve cash, position, and market value reconciliations between fund records and custodians/brokers.
Financial Reporting: Prepare periodic financial reports.
Investor Reporting: Generate and distribute investor capital statements, performance reports, and tax documents.
Compliance & Controls: Ensure all processes are compliant with internal policies and regulatory standards.
Monitor and document internal controls.
Process Improvement: Identify inefficiencies in workflows and participate in process improvement or automation initiatives.
Client & Stakeholder Management: Communicate with clients, custodians, fund managers, and internal teams to resolve queries.
Ensure timely escalation and resolution of issues.
Experience of applications like Global Plus, AddVantage & Trust Desk applications would have added advantage.

Qualifications we seek in you!
Minimum Qualifications
Only Non-tech Graduate (PG an added advantage)
Effective probing & root cause analysis skills

Preferred Qualifications/ Skills
Relevant work experience in an Associate role is a must. Previous experience in a middle/back office in Financial services firm.

Why join Genpact?
Be a transformation leader Work at the cutting edge of AI, automation, and digital innovation
Make an impact Drive change for global enterprises and solve business challenges that matter
Accelerate your career Get hands-on experience, mentorship, and continuous learning opportunities
Work with the best Join 140,000+ bold thinkers and problem-solvers who push boundaries every day
Thrive in a values-driven culture Our courage, curiosity, and incisiveness - built on a foundation of integrity and inclusion - allow your ideas to fuel progress

Come join the tech shapers and growth makers at Genpact and take your career in the only direction that matters: Up.
Lets build tomorrow together.
Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation.
Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.
Job Classification
Industry: BPM / BPO
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Trading, Asset & Wealth Management - Other
Employement Type: Full time
Contact Details:
Company: Genpact
Location(s): Pune

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[Full Time] Analyst - Financial Advisory Support at Ameriprise Financial

Fri, 30 Jan 2026 12:00:00 +0530

Job Description
The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with anemphasis on creating and delivering a unique client experience that defines and differentiates advisorspractices. This position will consistently follow high standards of business and professional ethics and legaland regulatory requirements when dealing with others and/or performing work activities.
Key Responsibilities
Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc) as described by the advisor
Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers
Prepare for and coordinate marketing events which includes creating marketing compliance documentation
Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts
Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely? Help clients in enrolling/ servicing on various Ameriprise tools
Required Qualifications
o Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities,State IAR, State Insurance)
o Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)
o Graduate in finance discipline (0- 1year experience or 1year diploma is preferred)
o Good communication skills
o Basic understanding of MS power point, MS Excel and MS Wordo Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an addedadvantage
o Must have an eye to detail with high accuracy levels
o Ability to meet strict timelines per the agreed SLAs for advisor practices
Preferred Qualifications
Experience of interacting with advisors or U.S business partners will be preferredFull-Time/Part-Time
Full time
Timings
(8:00p-4:30a)
Job Classification
Industry: Banking
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Financial Advisor
Employement Type: Full time
Contact Details:
Company: Ameriprise Financial
Location(s): Noida, Gurugram

Apply

[Full Time] Analyst - Financial Advisory Support at Ameriprise Financial

Fri, 30 Jan 2026 12:00:00 +0530

Job Description
The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with anemphasis on creating and delivering a unique client experience that defines and differentiates advisorspractices. This position will consistently follow high standards of business and professional ethics and legaland regulatory requirements when dealing with others and/or performing work activities.
Key Responsibilities
Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc) as described by the advisor
Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers Prepare for and coordinate marketing events which includes creating marketing compliance documentation
Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts
Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely? Help clients in enrolling/ servicing on various Ameriprise tools
Required Qualifications
o Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities,State IAR, State Insurance)
o Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)
o Graduate in finance discipline (0- 1year experience or 1year diploma is preferred)
o Good communication skillso Basic understanding of MS power point, MS Excel and MS Word
o Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an addedadvantage
o Must have an eye to detail with high accuracy levels
o Ability to meet strict timelines per the agreed SLAs for advisor practices
Preferred Qualifications
Experience of interacting with advisors or U.S business partners will be preferred
Full-Time/Part-Time
Full time
Timings
(8:00p-4:30a)
Job Classification
Industry: Banking
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Financial Advisor
Employement Type: Full time
Contact Details:
Company: Ameriprise Financial
Location(s): Noida, Gurugram

Apply

[Full Time] Analyst - Financial Advisory Support at Ameriprise Financial

Fri, 30 Jan 2026 12:00:00 +0530

Job Description
The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with anemphasis on creating and delivering a unique client experience that defines and differentiates advisorspractices. This position will consistently follow high standards of business and professional ethics and legaland regulatory requirements when dealing with others and/or performing work activities.
Key Responsibilities
Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc) as described by the advisor
Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers
Prepare for and coordinate marketing events which includes creating marketing compliance documentation P
rovide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts
Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely? Help clients in enrolling/ servicing on various Ameriprise tools
Required Qualifications
o Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities,State IAR, State Insurance)
o Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)o Graduate in finance discipline (0- 1year experience or 1year diploma is preferred)o Good communication skills
o Basic understanding of MS power point, MS Excel and MS Wordo Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an addedadvantage
o Must have an eye to detail with high accuracy levelso Ability to meet strict timelines per the agreed SLAs for advisor practices
Preferred Qualifications
Experience of interacting with advisors or U.S business partners will be preferred
Full-Time/Part-Time
Full time
Timings
(8:00p-4:30a)
Job Classification
Industry: Banking
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Financial Advisor
Employement Type: Full time
Contact Details:
Company: Ameriprise Financial
Location(s): Noida, Gurugram

Apply

[Full Time] Analyst - Financial Advisory Support at Ameriprise Financial

Fri, 30 Jan 2026 12:00:00 +0530

Job Description
The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with anemphasis on creating and delivering a unique client experience that defines and differentiates advisorspractices. This position will consistently follow high standards of business and professional ethics and legaland regulatory requirements when dealing with others and/or performing work activities.
Key Responsibilities
Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc) as described by the advisor
Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers Prepare for and coordinate marketing events which includes creating marketing compliance documentation
Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts
Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely? Help clients in enrolling/ servicing on various Ameriprise tools
Required Qualifications
o Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities,State IAR, State Insurance)
o Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)
o Graduate in finance discipline (0- 1year experience or 1year diploma is preferred)
o Good communication skillso Basic understanding of MS power point, MS Excel and MS Word
o Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an addedadvantageo Must have an eye to detail with high accuracy levels
o Ability to meet strict timelines per the agreed SLAs for advisor practices
Preferred Qualifications
Experience of interacting with advisors or U.S business partners will be preferred
Full-Time/Part-Time
Full time
Timings
(8:00p-4:30a)
Job Classification
Industry: Banking
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Financial Advisor
Employement Type: Full time
Contact Details:
Company: Ameriprise Financial
Location(s): Noida, Gurugram

Apply

[Full Time] Analyst - Financial Advisory Support at Ameriprise Financial

Fri, 30 Jan 2026 12:00:00 +0530

Job Description
The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with anemphasis on creating and delivering a unique client experience that defines and differentiates advisorspractices. This position will consistently follow high standards of business and professional ethics and legaland regulatory requirements when dealing with others and/or performing work activities.
Key Responsibilities
Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc) as described by the advisor
Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers
Prepare for and coordinate marketing events which includes creating marketing compliance documentation
Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts
Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely? Help clients in enrolling/ servicing on various Ameriprise tools
Required Qualifications
o Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities,State IAR, State Insurance)
o Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)
o Graduate in finance discipline (0- 1year experience or 1year diploma is preferred)
o Good communication skills
o Basic understanding of MS power point, MS Excel and MS Word
o Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an addedadvantage
o Must have an eye to detail with high accuracy levels
o Ability to meet strict timelines per the agreed SLAs for advisor practices
Preferred Qualifications
Experience of interacting with advisors or U.S business partners will be preferred
Full-Time/Part-Time
Full time
Timings
(8:00p-4:30a)
Job Classification
Industry: Banking
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Financial Advisor
Employement Type: Full time
Contact Details:
Company: Ameriprise Financial
Location(s): Noida, Gurugram

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[Full Time] Analyst - Financial Advisory Support at Ameriprise Financial

Fri, 30 Jan 2026 12:00:00 +0530

Job Description
The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with anemphasis on creating and delivering a unique client experience that defines and differentiates advisorspractices. This position will consistently follow high standards of business and professional ethics and legaland regulatory requirements when dealing with others and/or performing work activities.
Key Responsibilities
Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc) as described by the advisor
Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers Prepare for and coordinate marketing events which includes creating marketing compliance documentation
Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts
Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely? Help clients in enrolling/ servicing on various Ameriprise tools
Required Qualifications
o Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities,State IAR, State Insurance)
o Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)
o Graduate in finance discipline (0- 1year experience or 1year diploma is preferred)
o Good communication skillso Basic understanding of MS power point, MS Excel and MS Word
o Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an addedadvantageo Must have an eye to detail with high accuracy levels
o Ability to meet strict timelines per the agreed SLAs for advisor practices
Preferred Qualifications
Experience of interacting with advisors or U.S business partners will be preferred
Full-Time/Part-Time
Full time
Timings
(8:00p-4:30a)
Job Classification
Industry: Banking
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Financial Advisor
Employement Type: Full time
Contact Details:
Company: Ameriprise Financial
Location(s): Noida, Gurugram

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[Full Time] Analyst - Financial Advisory Support at Ameriprise Financial

Fri, 30 Jan 2026 12:00:00 +0530

Job Description
The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with anemphasis on creating and delivering a unique client experience that defines and differentiates advisorspractices. This position will consistently follow high standards of business and professional ethics and legaland regulatory requirements when dealing with others and/or performing work activities.
Key Responsibilities
Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc) as described by the advisor
Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers Prepare for and coordinate marketing events which includes creating marketing compliance documentation
Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts
Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely? Help clients in enrolling/ servicing on various Ameriprise tools
Required Qualifications
o Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities,State IAR, State Insurance)o Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)
o Graduate in finance discipline (0- 1year experience or 1year diploma is preferred)
o Good communication skillso Basic understanding of MS power point, MS Excel and MS Wordo Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an addedadvantage
o Must have an eye to detail with high accuracy levelso Ability to meet strict timelines per the agreed SLAs for advisor practices
Preferred Qualifications
Experience of interacting with advisors or U.S business partners will be preferred
Full-Time/Part-Time
Full time
Timings
(8:00p-4:30a)
Job Classification
Industry: Banking
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Financial Advisor
Employement Type: Full time
Contact Details:
Company: Ameriprise Financial
Location(s): Noida, Gurugram

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[Freshers] Wanted Fresher For Banking Back-end Officer - On Roll at Creative Hands HR

Fri, 23 Jan 2026 14:14:33 +0530

Job Description
ANY DEGREE CAN APPLY. 2025 Passout Can also apply

We Hiring For: Back-Operational Executive

permanent and On-roles job in leading Private Bank with fixed salary + high incentives
Overall Bank financial, Operations & A/c workRole & responsibilities

Day Shift.

Fixed Sat & Sun off.

Please apply for the job in Naukri.com. We will check & will update you. Do not search the number in Google and do not call us.
Job Classification
Industry: Banking
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Trading, Asset & Wealth Management - Other
Employement Type: Freshers
Contact Details:
Company: Creative Hands HR
Location(s): Hyderabad

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[Full Time] Asset Manager at Start up -Wealth

Fri, 23 Jan 2026 12:12:58 +0530

Job Description
Amazing opportunity for Wealth Mgnt / Asst Mgnt / PMS / HNI professionals.

For a RBI registered Start up

Location : Delhi / CP

Exp : 4- 9 yrs.
CTC: 12- 16 lacs + Acquisition incentive + business incentive.

Send the resume to hariharan.hr20@gmail.com

Hariharan
9840933607
=======================

Portfolio Manager Private Banking (HNI/UHNI Clients)

Wealth Mgnt startup shaping the future of personalized wealth management.
Manage and grow investment portfolios for HNI and UHNI clients, delivering tailored financial strategies.
Drive client acquisition, relationship building, and long-term portfolio performance excellence.
Collaborate closely with a high-performance leadership team to design innovative investment solutions.
Bring 48 years of experience in private banking, portfolio/wealth management, or investment advisory.
Be part of a dynamic culture that values entrepreneurial thinking, transparency, and client-first innovation.
Job Classification
Industry: Financial Services (Asset Management)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Asset Manager
Employement Type: Full time
Contact Details:
Company: Start up -Wealth
Location(s): Delhi, NCR

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[Full Time] Financial Advisory Support Analyst at Ameriprise Financial

Tue, 20 Jan 2026 12:00:00 +0530

Job Description

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients

It will assist in managing and organizing office workflow with anemphasis on creating and delivering a unique client experience that defines and differentiates advisorspractices

This position will consistently follow high standards of business and professional ethics and legaland regulatory requirements when dealing with others and/or performing work activities

Key Responsibilities

Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc) as described by the advisor Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers Prepare for and coordinate marketing events which includes creating marketing compliance documentation Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely? Help clients in enrolling/ servicing on various Ameriprise tools

Required Qualifications

o Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities,State IAR, State Insurance)

o Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)

o Graduate in finance discipline (0- 1year experience or 1year diploma is preferred)

o Good communication skillso Basic understanding of MS power point, MS Excel and MS Wordo Exposure to financial products like mutual funds, insurance, retirement services, etc

Would be an addedadvantageo Must have an eye to detail with high accuracy levelso Ability to meet strict timelines per the agreed SLAs for advisor practices

Preferred Qualifications

Experience of interacting with advisors or U S business partners will be preferred

Job Classification
Industry: Banking
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Financial Advisor
Employement Type: Full time
Contact Details:
Company: Ameriprise Financial
Location(s): Noida, Gurugram

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[Full Time] Sr. Relationship Manager / Wealth Manager at Bajaj Capital

Tue, 20 Jan 2026 12:00:00 +0530

Job Description
Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch.
Key Job Responsibilities
Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions.
Conduct daily sales calling with prospective new clients and identify their needs.
Provide and develop solutions and suggest different investment schemes to clients basis their requirements and goal.
Conduct timely and regular follow ups with the clients.
Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.
Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products.
Update and cross sell products and services to existing clients and update them about the primary and secondary market trends.
Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads.

Desired Candidate Profile

1. Candidate with good communication skills.
2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year +
3. Pleasing Personality
4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage
5. Maximum age limit 35 years.

Perks and Benefits

Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year)

1st & 3rd Saturday off.

Interested candidates with relevant experience are requested to share CVs at pawan.prasad@bajajcapital.com

Contact Person : Pawan Kumar Prasad
Job Classification
Industry: Financial Services (Asset Management)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Wealth Manager
Employement Type: Full time
Contact Details:
Company: Bajaj Capital
Location(s): Kolkata

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[Full Time] Linux System Administrator at Nusummit Technologies

Wed, 14 Jan 2026 17:52:53 +0530

Job Description
Dear All,

PFB Opening.

Position-1-Linux Administrator

Location-Mumbai-BKC

Experience-3 to 4 Years

Budget-Upto 5.5 LPA

Interview Face to face (BKC-Mumbai)

5 Days Work from Office(24*7 Support)Including night shift as well

Note-Only male candidates can apply
Job description
Skill Requirement:
1. LINUX:
-> Experience of working as Linux administrator and managing infrastructure support.
-> Experience of working on Network issues, Ethernet Teaming or bonding.
-> Knowledge on server integration with storage.
-> Experience working with any of ticketing and monitoring tool for monitoring linux servers.
-> Experience working the Patch management system.
-> Knowledge of linux booting procedure.
-> Knowledge of Managing disks and different file systems like XFS, EXT4 , EXT3
-> Knowledge of Partition management by LVM, SWAP management.
-> Knowledge of Package management tools like yum, rpm.
-> Knowledge of remote access protocols such as SSH, FTP, SFTP, NFS.
2. Physical Hardware: Knowledge of Physical server setup.
3. Datacentre: Knowledge of working in datacentre environment.
Job Description:
* 24X7 support to Fault Tolerant (FT) servers
* Monitoring & Hardware maintenance of FT Servers for mission critical applications
* Linux System Administration involving OS installation, patching, user management, file/folder permission, IP and bond configuration, troubleshooting skills etc.
* Maintain Asset Inventory
* Logistics - Part IN/OUT
* Vendor management
* Asset acceptance, commissioning & decommissioning
* Infrastructure readiness activities
* Incident Management
* Service Requests handling

Share your Updated resume on below mail.

Monika.salvi@nusummit.com

Regards
Monika
8828079506
Job Classification
Industry: IT Services & Consulting
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Trading, Asset & Wealth Management - Other
Employement Type: Full time
Contact Details:
Company: Nusummit Technologies
Location(s): Mumbai

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[Full Time] Relationship Manager Wealth - Urgent opening -Immediate Joiners at Muthoot FinCorp (MFL)

Wed, 14 Jan 2026 12:00:00 +0530

Job Description

Dear Candidates !!
Greetings from Muthoot Fincorp Ltd !!
We have urgent Requirement of Relationship Manager / Sr. Relationship Manager -Wealth
Note - Only Interested candidates can apply
Offered CTC - As per Industry Standards
Job Locations:-Bangalore
Minimum Qualifications and Experience:
Graduate in any stream
4 to 7 years experience in Stock Broking /NBFC /BFSI /AMC Industries in wealth management .

Key Responsibilities - Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets. Achieve financial goals of the clients through various product lines like Mutual Funds , SIP ,Fixed Deposit , NCD , Insurance and other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Build and maintain strong, long-term relationships with high-net-worth clients by understanding their financial goals, needs, and risk tolerance.. Educate clients about market trends, investment options, and financial planning strategies to empower them to make informed decisions. Manage clients' investment portfolios by selecting appropriate asset classes, investment vehicles, and strategies to achieve their financial objectives. Stay updated on financial products and services, including stocks, bonds, mutual funds, alternative investments, and insurance products, to provide informed recommendations.
Interested Candidates can share me CV at Kavitha.palapetty@muthoot.com

Job Classification
Industry: NBFC
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Wealth Manager
Employement Type: Full time
Contact Details:
Company: Muthoot FinCorp (MFL)
Location(s): Bengaluru

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[Full Time] Urgent Hiring For Wealth Manager-Sales Role For Kolkata at Bajaj Capital

Mon, 12 Jan 2026 06:54:05 +0530

Job Description
Key Responsibilities:

Client Relationship Management
Build and nurture lasting relationships with corporate clients, including business owners, senior executives, and key decision-makers. Understand their unique financial aspirations and business objectives to offer personalized solutions.
Wealth & Investment Solutions
Provide bespoke wealth management services, including corporate investment portfolio management, cash flow strategies, and tax-efficient wealth growth plans.
Strategic Business Development
Identify and capitalize on new business opportunities by leveraging networks, referrals, and existing relationships. Drive expansion by acquiring high-net-worth corporate clients.
Corporate Financial Planning
Offer comprehensive financial solutions, such as succession planning, employee benefits, retirement plans, and structured wealth transfer strategies, ensuring long-term corporate stability.
Cross-Functional Collaboration
Work closely with investment advisors, tax specialists, legal experts, and insurance professionals to deliver a seamless and holistic financial experience for corporate clients.
Market Intelligence & Advisory
Stay ahead of market trends, corporate finance best practices, and regulatory updates. Provide strategic insights to help clients mitigate risks and capitalize on investment opportunities.
Client Retention & Service Excellence
Deliver exceptional client service with personalized attention, ensuring long-term engagement and trust. Foster deep relationships through consistent value-driven interactions.
Risk Management & Compliance
Adhere to regulatory requirements and company policies, ensuring ethical wealth management practices while maintaining the highest standards of compliance and client confidentiality.
Job Classification
Industry: Financial Services (Broking)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Wealth Manager
Employement Type: Full time
Contact Details:
Company: Bajaj Capital
Location(s): Kolkata

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