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intergenerational wealth transfer Job Openings

Showing 451 - 500 of 4696 Jobs

BSM- 6LPA- 11LPA / RM 12LPA- BANK

Exposer Consulting Private Limited Fresher Mohali, LudhianaLudhiana, Amritsar, Mansa, Jalandhar, Punjab, Haryana 30 Mar, 2026

Contact Call / WhatsApp : hidden_mobile / hidden_mobile/...
nriwealthcurrent accountliabilitiescasasaving accountbank

Chemical Engineer
Khanha Traders Fresher Meerut, DelhiDelhi, Gorakhpur, Chennai, Halol, Raipur, Durg, Vadodara, Nagpur, Ahmedabad 30 Mar, 2026

We are looking for a creative, cooperative chemical engineer with a wealth of technical and industry knowledge and a talent for process optimization. The chemical engineer will work in the office...
chemical industryenvironmental engineeringchemical productionchemical engineeringfluid mechanicslab testing

Looking fpr Relationship Managers -Direct Sales
INDUSIND NIPPON LIFE INSURANCE COMPANY LIMITED Fresher Madurai, CoimbatoreCoimbatore, Chennai, Pudukottai, Kottayam, Kozhikode, Pondicherry, Kollam, Palakk 30 Mar, 2026

IndusInd Nippon Life Insurance Direct Channel Designation: Chief Relationship Manager Roles & Responsibilities: We are looking for dynamic S...
trainingwealth managementagencyagency channelhni client handlinglife insuranceinsurance salesinsurancedirect marketing

Looking fpr Relationship Managers -Direct Sales
INDUSIND NIPPON LIFE INSURANCE COMPANY LIMITED Fresher Madurai, CoimbatoreCoimbatore, Chennai, Pudukottai, Kottayam, Kozhikode, Pondicherry, Kollam, Palakk 30 Mar, 2026

IndusInd Nippon Life Insurance Direct Channel Designation: Chief Relationship Manager Roles & Responsibilities: We are looking for dynamic S...
trainingwealth managementagencyagency channelhni client handlinglife insuranceinsurance salesinsurancedirect marketing

Looking fpr Relationship Managers -Direct Sales
INDUSIND NIPPON LIFE INSURANCE COMPANY LIMITED Fresher Kollam, KottayamKottayam, Kozhikode, Palakkad, Thiruvanananthapuram, Madurai, Coimbatore, Chennai, P 30 Mar, 2026

IndusInd Nippon Life Insurance Direct Channel Designation: Chief Relationship Manager Roles & Responsibilities: We are looking for dynamic S...
trainingwealth managementagencyagency channelhni client handlinglife insuranceinsurance salesinsurancedirect marketing

Senior Accounting Specialist
ABM CORPORATE Fresher Kochi, All India 30 Mar, 2026

As a Senior Accounting Specialist at our company, you will be responsible for overseeing our end-to-end accounting operations to ensure financial accuracy, compliance, and efficiency. Your role wi...
Payroll managementTaxationIntercompany transactionsFinancial analysisFinancial reportingBudgetingComplianceCost optimizationInternal controlsCash flow managementAudit coordinationLeadershipTrainingAccounting principlesPayables managementRec

Relationship Manager Wealth
RightMatch HR Services Pvt Ltd Fresher Ahmedabad, Mumbai CityMumbai City, Pune 30 Mar, 2026

Hello, I am Jyotika from Right Match HR services Pvt. We are Leading Executive Search firm specializing in Executive Search for Middle and Sr. Management Professional. We are currently hiring f...
mutual fundshni acquisitionhni saleshni client handlingportfolio managementpmswealth managementultra hniuhni

Team Lead - Direct Tax (Compliance)
Adani Enterprises Limited Fresher Ahmedabad, All India 30 Mar, 2026

As a Tax Manager at Adani Group, you will have the following responsibilities: - Ensure timely and accurate filing of direct tax returns, tax audit reports, and transfer pricing reports for Adani...
Tax AuditTransfer PricingTax PlanningFinancial ReportingComplianceGovernanceStakeholder ManagementRisk MitigationDirect Tax ComplianceTax LawsTax Strategies

Solution Sales
Armstrong International, Inc Fresher Bharuch, All India 30 Mar, 2026

As a Solution Sales professional in the Process Industry based in Bharuch, India, your role involves helping customers in the Processing Industry, Food, and Pharma sectors optimize their thermal p...
Fluid MechanicsThermodynamicsSteam Engineering

Looking fpr Relationship Managers -Direct Sales
INDUSIND NIPPON LIFE INSURANCE COMPANY LIMITED Fresher Kollam, KottayamKottayam, Kozhikode, Palakkad, Thiruvanananthapuram, Madurai, Chennai, Pudukottai, P 30 Mar, 2026

IndusInd Nippon Life Insurance Direct Channel Designation: Chief Relationship Manager Roles & Responsibilities: We are looking for dynamic S...
trainingwealth managementagencyagency channelhni client handlinglife insuranceinsurance salesinsurancedirect marketing

Wealth Manager (HNI Clients)
Executive Search Consultant Hiring For Bank Broking Fresher Coimbatore, ChennaiChennai, Madurai, Tamil Nadu 30 Mar, 2026

Department - PCG - Private Client Group Designations - Manager, Sr. Manager, AVP Role - Wealth Manager (HNI Clients) Minimum Exeperienc...
high net worth individualsacquisitionwealth

Looking fpr Relationship Managers -Direct Sales
INDUSIND NIPPON LIFE INSURANCE COMPANY LIMITED Fresher Coimbatore, PondicherryPondicherry, Chennai, Madurai, Pudukottai, Kottayam, Kozhikode, Kollam, Palak 30 Mar, 2026

IndusInd Nippon Life Insurance Direct Channel Designation: Chief Relationship Manager Roles & Responsibilities: We are looking for dynamic S...
trainingwealth managementagencyagency channelhni client handlinglife insuranceinsurance salesinsurancedirect marketing

Secretary General
Zecruiters Jobconnect Private Limited Fresher Mumbai City 29 Mar, 2026

Should know computers very well

Should understand basic accounting

Should be able to issue and collect cheques

Transfer funds from one ...
goodcommunicationaccountingbasic

Associate 2 - Statutory Audit - Audit Assurance - Chennai
Pwc Hitech City Fresher Chennai 29 Mar, 2026

Role Overview: As an Associate at PwC in the Assurance department, your main focus will be on providing independent and objective assessments of financial statements, internal controls, and other ...
Corporate LawAccounting StandardsTaxIndirect taxFEMATransfer PricingExcelPresentationReport writingClient handlingGeneral business awarenessCommunicate with ImpactEmpathyDevelop SelfOthers through CoachingBuildSustain RelationshipsBe Passion

Looking fpr Relationship Managers -Direct Sales
INDUSIND NIPPON LIFE INSURANCE COMPANY LIMITED Fresher Chennai, PondicherryPondicherry, Madurai, Pudukottai, Coimbatore, Kottayam, Kozhikode, Kollam, Palak 29 Mar, 2026

IndusInd Nippon Life Insurance Direct Channel Designation: Chief Relationship Manager Roles & Responsibilities: We are looking for dynamic S...
trainingwealth managementagencyagency channelhni client handlinglife insuranceinsurance salesinsurancedirect marketing

SAP RCM ONB-Senior Associate-Bangalore
PwC Acceleration Center India Fresher Bangalore 29 Mar, 2026

Role Overview: At PwC, as a Senior Associate in SAP Human Capital Management (HCM) consulting, you will focus on providing consulting services for SAP Human Capital Management applications. Your r...
Critical ThinkingBusiness AnalysisClient CommunicationTeamworkMicrosoft ExcelProject PlanningLeadershipTrainingInterpretation of DataSAP SuccessFactors Talent Acquisition ConfigurationIntegration Points KnowledgeCloud Implementation Methodology

Relationship Manager Wealth
RightMatch HR Services Pvt Ltd Fresher Ahmedabad, PunePune, Mumbai City 29 Mar, 2026

Hello, I am Jyotika from Right Match HR services Pvt. We are Leading Executive Search firm specializing in Executive Search for Middle and Sr. Management Professional. We are currently hiring f...
mutual fundshni acquisitionhni saleshni client handlingportfolio managementpmswealth managementultra hniuhni

Sr RM/RM Investment Products
JobStation Enterprise LLP Hiring For Leading Wealth Management Company Fresher Ahmedabad, Surat 29 Mar, 2026

Key Deliverables

Cater to investment needs of mass affluent clients by recommending

products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity...
hni client handlingportfolio managementbanking salesbrokinginvestment productscapital market

Mutual Fund Advisor
Headstart Manpower Consultants Fresher Nagpur 25 Mar, 2026

Hiring | Mutual Fund Advisor @ Nagpur | Wealth Management Company Experience: 3yrs preferred in Mutual Fund Advisory role CTC: 3-7LPA (negotiable for right match) Prefer: NIS...
hni salesmutual fundsinvestment advisoryfinancial advisorywealth managementmutual funds saleshni client handlingnism

Project Management (API-CRDMO) roles
Sai Life Sciences Limited Fresher Hyderabad, All India 25 Mar, 2026

As a Project Management professional at Sai Life Sciences, your role involves leading and coordinating various aspects of project delivery. You will be responsible for initiating projects on time,...
Project ManagementBudget managementCoordinationCustomer interactionDocumentationChemistryChemical EngineeringTechnology TransferProcess EngineeringProductionOutsourcingProgram ManagementInterpersonal skillsAdaptabilityForesightGantt chart p

Officer 3, Financial Reporting
IQ-EQ Limited Fresher Hyderabad, All India 25 Mar, 2026

Role Overview: As an Officer 3 in Financial Reporting at IQ-EQ, you will play a crucial role in the new business client on-boarding process and the ongoing monitoring of processing client due dili...
Critical thinkingRisk analyticsProblem solvingAMLCFTCPF HandbookJersey Money Laundering LegislationFundsTCB Business Codes of PracticeGlobal Regulatory FrameworksPrivate Wealth TrustCorporateFund businessClient onboarding modelCDDKYC know your

Senior Financial Controller x 4
FNZ Limited Fresher Gurugram, All India 25 Mar, 2026

As a Senior Financial Controller within the Technology and Operations Delivery (TxOD) division in India, reporting to the CFO/Head of Finance for TxOD, you will play a strategic finance leadership...
Strategic InsightsFinancial PlanningFinancial AnalysisPerformance ManagementInvestment AnalysisTeam LeadershipStakeholder ManagementFinancial Leadership

Senior Financial Controller x 4
FNZ Limited Fresher All India, Gurugram 25 Mar, 2026

As a Senior Financial Controller within the Technology and Operations Delivery (TxOD) division in India, reporting to the CFO/Head of Finance for TxOD, you will play a strategic finance leadership...
Strategic InsightsFinancial PlanningFinancial AnalysisPerformance ManagementInvestment AnalysisTeam LeadershipStakeholder ManagementFinancial Leadership

Customer Service Specialist
Nuvama Group Fresher Chennai, All India 25 Mar, 2026

As a Client Experience Individual Contributor in the Broking/Wealth Management industry, your role will be crucial in managing and enhancing client servicing for Ultra High Net Worth Individuals (...
Client Relationship ManagementClient CommunicationIssue ResolutionService DeliveryClient OnboardingDocumentationFinancial MarketsRegulatory ComplianceInterpersonal SkillsCommunication SkillsMS OfficeEquity ProductsProblemSolvingMultitasking

Wealth Management Associate
AllianceBernstein Holding LP Fresher Pune, All India 09 Mar, 2026

As a Financial Assistant, you will play a crucial role in supporting senior wealth managers in providing financial advice to high-net-worth clients. Your main responsibilities will involve assisti...
Interpersonal skillsPresentation skillsExcellent communicationOrganizational skillsTimemanagement skillsUnderstanding of investment products

Oracle HCM Cloud - Techno Functional Specialist
UBS Group AG Fresher Pune 09 Mar, 2026

As an Oracle HCM Cloud Specialist at UBS, your role will involve working in a functional and technical capacity to analyze business requirements, design, develop, and deploy solutions across vario...
Global HRTalent ManagementAbsence ManagementAgileSDLCPLSQLBI PublisherOracle HCM Cloud SpecialistTimeLaborOTBI

Relationship Manager - Wealth Channel
Aspire ERP Systems Fresher Nagpur, AurangabadAurangabad, Pune, Nashik, Pimpri Chinchwad, Sangli, Kolhapur 09 Mar, 2026

Job Description Role - Relationship Manager - Wealth Channel Preferences - Life Insurance Agency channel OR Mutual Fund background - Must have built good Life Insurance advisor or Mutual Fund d...
cold callingteam handlinglife insurancesales

Investment Products - WEALTH MANAGER ,,AND BDM
RAINA INFOVISION PRIVATE LIMITED Fresher Ahmedabad, SuratSurat, Vadodara, Hyderabad 09 Mar, 2026

Job Description for Investment Products SUMMARY: - The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he ...
investment advisoryequitywealthderivativesterminal handlinghnifranchiseeuhniifa

Senior Partner - Wealth Solutions & Global Indian Clients
Standard Chartered PLC Fresher Vadodara, All India 09 Mar, 2026

As a Standard Chartered Relationship Manager, your role involves managing and developing relationships with high-profile clients to drive business growth and meet the banks strategic objectives. Y...
CommunicationInterpersonal skillsRelationship buildingCreativityTeamworkBanking knowledgeSales experienceMarket awarenessManagement informationFlexibilityAgilityTrustworthinessSelfstarter

Relationship Manager Key Partnership Group
Tata AIG General Insurance Company Limited Fresher Jamnagar 09 Mar, 2026

As an RMrole, your primary responsibility is to supervise the business delivery under the Banca team and Tie Ups, aiming to grow the business with profits. You will be managing Banks, NBFCs, and o...
Business DevelopmentLoyalty MarketingPortfolio ManagementWealth ManagementFinancial ServicesAlgebraTerritory ManagementBankingRelationship ManagementCustomer relationship managementGeometry

Investment Relationship Manager
Avani Consulting Fresher Erode, Chennai 09 Mar, 2026

Greeting from Avani Consulting!! Job Title: Investment Relationship Manager Location:Madurai | Trichy | Chennai | Erode CTC:U...
hni client handlingb2c salesb2b saleswealth managementnism

Senior Contracts Manager
EY-Parthenon Fresher Chennai, All India 09 Mar, 2026

As a member of the CMO Contracts team at EY, your primary role will be to ensure consistent management of contracts and proposals, including overseeing the contractual processes during the transit...
NegotiationContract managementLegalPricingRisk managementBusiness acumenCommunication skillsCommercial

Branch Relationship Manager
Acura Solutions Fresher Ahmedabad, VadodaraVadodara, Rajkot, Anand, Ankleshwar 09 Mar, 2026

Roles and Responsibilities: Primary Responsibilities:

Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Service...
saleshni client handling

SAP S / 4 HANA Functional Consultant MM
Coginti Fresher Pune, All India 06 Mar, 2026

As an experienced SAP MM Consultant with expertise in SAP S/4HANA MM implementation, your role will involve configuring and optimizing end-to-end relevant management processes. This includes analy...
configuringprocess improvementdata migrationdata integrationtestingsupportreportinganalyticsproject managementcoordinationSAP MM ConsultantSAP S4HANA MM implementationoptimizinganalyzing business requirementsdesigning solutionsconfiguring s

IN Specialist 3 Transfer Pricing
PwC Acceleration Center India Fresher All India, Gurugram 06 Mar, 2026

Role Overview: As a Senior Analyst in the Tax department at PwC, you will be responsible for analyzing financial statements, conducting qualitative analysis of companies, preparing various deliver...
Transfer PricingCommunicationCorporate Tax PlanningFinancial AuditFinancial Statement AnalysisProject ManagementTax AccountingTax ComplianceTax PreparationAccepting FeedbackAccounting PracticesActive ListeningDrafting Tax DocumentsEmotional R

Business Administration- Finance
Confidential Fresher Navi Mumbai, All India 06 Mar, 2026

As a Business Administration Professional, you will play a key role in supporting financial and operational performance across real estate functions for both office and factory environments. This ...
Audit CoordinationCommunicationInterpersonal SkillsStakeholder ManagementFinancial ReportingAnalysisCostProfitability ManagementRiskCompliance

Manager - Treasury
BASF SE Fresher Navi Mumbai, All India 06 Mar, 2026

Role Overview: As the primary contact for all Treasury related matters in India for BASF entities, your main responsibility will involve Daily Cash Management, managing Forex exposure, liaising wi...
Treasury ManagementForex ManagementCash ManagementFinancial AnalysisBank Relationship ManagementRisk ManagementBudgetingForecastingFinancial ReportingComplianceAutomation

Senior Business Analyst
EY-Parthenon Fresher Hyderabad, All India 06 Mar, 2026

At EY, youll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And were counting on your ...
Wealth ManagementAsset ManagementData AnalysisStakeholder ManagementClient CommunicationPortfolio ManagementData MigrationLeadershipJavaJavaScriptVBnetOracleMS SQLDB2Data AnalyticsAdvanced ExceleFront InvestData Model

Lead Specialist - Investments (Fund Expenses)
Marsh McLennan Companies Fresher Ghaziabad, All India 06 Mar, 2026

As a Lead Specialist - Investments (Fund Reporting - Fund Expenses) at Mercer, a Marsh business, your role will be crucial in overseeing approved Fund Expenses, reviewing Total Expense Ratio (TER)...
InvoicingFund AccountingMiddle OfficeTransfer AgencyAsset ManagementCFAFRMAccountingFinanceEconomicsDerivativesProject ManagementCommunication SkillsRelationship ManagementFund ExpensesFund ReportingTotal Expense RatioFund OperationsFund

IN Specialist 3 Transfer Pricing
PwC Acceleration Center India Fresher Gurugram, All India 06 Mar, 2026

Role Overview: As a Senior Analyst in the Tax department at PwC, you will be responsible for analyzing financial statements, conducting qualitative analysis of companies, preparing various deliver...
Transfer PricingCommunicationCorporate Tax PlanningFinancial AuditFinancial Statement AnalysisProject ManagementTax AccountingTax ComplianceTax PreparationAccepting FeedbackAccounting PracticesActive ListeningDrafting Tax DocumentsEmotional R

Associate Manager - Transfer Pricing
Standard Chartered PLC Fresher Chennai, All India 06 Mar, 2026

Role Overview: As a Change Management Specialist with a background in Core Finance function at Standard Chartered in Chennai, IND, you will be responsible for ensuring clarity of objectives, manag...
Financial AnalysisAccountingMS Office

Account Manager - Data Management
Dentsu Inc Fresher Chennai, All India 06 Mar, 2026

Role Overview: As a Data Analyst with 4 to 5 years of experience, your main objective will be to increase efficiency, improve data quality, and provide insights to support decision-making. You wil...
Microsoft ExcelPower BISQL

Associate 2 - Stat Audit
PricewaterhouseCoopers Fresher Chennai, All India 06 Mar, 2026

As an Associate at PwC in the Assurance Line of Service, you will play a vital role in conducting independent and objective assessments of financial statements, internal controls, and other assura...
Accounting StandardsTaxIndirect taxFEMATransfer PricingExcelPresentationReport writingClient handlingCommunicationCoachingRelationship buildingStatutory Auditing

Investment Products - WEALTH MANAGER ,,AND BDM
RAINA INFOVISION PRIVATE LIMITED Fresher Ahmedabad, VadodaraVadodara, Surat, Hyderabad 06 Mar, 2026

Job Description for Investment Products SUMMARY: - The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he ...
investment advisoryequitywealthderivativesterminal handlinghnifranchiseeuhniifa

Wealth Manager
Unidus Services Fresher Ahmedabad, SuratSurat, Bangalore, Chennai, Noida, Hyderabad, Pune, Mumbai City, Delhi 06 Mar, 2026

Job Title: Wealth Manager Sales (HNI Segment)
Location: Multiple Cities (Pan India) high net worth individualspmswealth managementmutual fundsalternative investmentsportfolio managementdirect sales

Business Administration- Finance
Confidential 1.00 to 10.00 Years Navi Mumbai, All India 02 Mar, 2026

As a Business Administration Professional, you will play a key role in supporting financial and operational performance across real estate functions for both office and factory environments. This ...
Audit CoordinationCommunicationInterpersonal SkillsStakeholder ManagementFinancial ReportingAnalysisCostProfitability ManagementRiskCompliance

Global Transfer Pricing Manager
Holcim Ltd 1.00 to 10.00 Years Navi Mumbai, All India 02 Mar, 2026

As a global leader in innovative and sustainable building solutions, Holcim is committed to enabling greener cities, smarter infrastructure, and improving living standards around the world. Sustai...
Transfer PricingTaxTax AuditsMAPsAdvocacyEducationTrainingTransfer Pricing ConceptsTP Policy

Manager - Treasury
BASF SE 1.00 to 10.00 Years Navi Mumbai, All India 02 Mar, 2026

Role Overview: As the primary contact for all Treasury related matters in India for BASF entities, your main responsibility will involve Daily Cash Management, managing Forex exposure, liaising wi...
Treasury ManagementForex ManagementCash ManagementFinancial AnalysisBank Relationship ManagementRisk ManagementBudgetingForecastingFinancial ReportingComplianceAutomation

Web Developer - Drupal
Xerago 1.00 to 10.00 Years Chennai, All India 02 Mar, 2026

Role Overview: You will be responsible for Drupal development, theming, and creating custom modules. You should possess expertise in Drupal 8, WordPress, Core PHP, MySql, jQuery, Bootstrap, HTML, ...
WordPressCore PHPMySQLjQueryBootstrapHTMLCSSJavascriptJSONRest APIDrupal 8Multi CMS

Reporting & Tax Manager
JK Fenner (India) Limited 1.00 to 10.00 Years Chennai, All India 02 Mar, 2026

As the Direct & Indirect Taxation Manager at Fenner (India) Limited, you will play a strategic leadership role in overseeing all aspects of the organizations tax functions. Your responsibilities w...
Indirect TaxationTax PlanningComplianceTax AuditLitigation ManagementReconciliationMIS ReportingStakeholder ManagementTeam ManagementTax SoftwareDirect TaxationTax StrategyKnowledge of Tax Laws

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intergenerational wealth transfer Job Openings

Job Title: Wealth Manager Sales (HNI Segment)

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