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wealth underwriting Job Openings

Showing 201 - 250 of 3430 Jobs

Life Assurance Business Analyst

Star Union Dai-ichi Life Insurance Company Limited Fresher Navi Mumbai, All India 29 Mar, 2026

Requirements Gathering

Regulatory Compliance

Underwriter

Confidential Fresher Thane, All India 29 Mar, 2026

Federal regulations

Analytical skills

Communication skills

Customer service skills

Income calculation

Live underwriting process

Underwriting processes

Mortgage products

Teamoriented

Proficiency in relevant computer applications

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:

Relationship Manager Wealth

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

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

Branch Credit Manager

Equitas Small Finance Bank Limited Fresher Pune, All India 25 Mar, 2026

Microsoft Office

Credit

Mutual Fund Advisor

Headstart Manpower Consultants Fresher Nagpur 25 Mar, 2026

Mutual Fund Advisor @ Nagpur

Officer 3, Financial Reporting

IQ-EQ Limited Fresher Hyderabad, All India 25 Mar, 2026

Jersey Money Laundering Legislation

FundsTCB Business Codes of Practice

Global Regulatory Frameworks

Private Wealth Trust

Corporate

Fund business

Client onboarding model

CDD

KYC know your

Senior Financial Controller x 4

FNZ Limited Fresher Gurugram, All India 25 Mar, 2026

Strategic Insights

Financial Planning

Financial Analysis

Performance Management

Investment Analysis

Team Leadership

Stakeholder Management

Financial Leadership

Senior Financial Controller x 4

FNZ Limited Fresher All India, Gurugram 25 Mar, 2026

Strategic Insights

Financial Planning

Financial Analysis

Performance Management

Investment Analysis

Team Leadership

Stakeholder Management

Financial Leadership

Customer Service Specialist

Nuvama Group Fresher Chennai, All India 25 Mar, 2026

Client Relationship Management

Regulatory Compliance

Customer Relations Officer

OSB Group Plc Fresher Bangalore, All India 14 Mar, 2026

verbal communication

written communication

relationship building

Wealth Management Associate

AllianceBernstein Holding LP Fresher Pune, All India 09 Mar, 2026

Interpersonal skills

Presentation skills

Excellent communication

Organizational skills

Timemanagement skills

Understanding of investment products

Oracle HCM Cloud - Techno Functional Specialist

UBS Group AG Fresher Pune 09 Mar, 2026

Oracle HCM Cloud Specialist

TimeLabor

OTBI

Relationship Manager - Wealth Channel

Aspire ERP Systems Fresher Nagpur, AurangabadAurangabad, Pune, Nashik, Pimpri Chinchwad, Sangli, Kolhapur 09 Mar, 2026

High Value Underwriter

Tata Capital Limited Fresher Navi Mumbai, All India 09 Mar, 2026

Loan Against Property

Retail Loan Products

Corporate Account Manager-life Insurance-CTC up to 4 LPA

Skywings Advisors Private Limited Fresher Kollam, KozhikodeKozhikode, Pathanamthitta, Thiruvanananthapuram, Ernakulam 09 Mar, 2026

Manage and develop relationships with bank branches and channel partners
Drive sales through the banking cha...
relationshipbankingdevelopmentinsurancesalesfinancial serviceslife insuranceagencyunitmanager

Cluster Business Head - Banca

Skywings Advisors Private Limited Fresher Kollam, KottayamKottayam, Ernakulam 09 Mar, 2026

Key Responsibility Areas

# Key Result Areas Activit...
bancassurancebancalife insurance

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

Cluster Business Head - Banca
Skywings Advisors Private Limited Fresher Ernakulam, KollamKollam, Kottayam 09 Mar, 2026

Key Responsibility Areas

# Key Result Areas Activit...
bancassurancebancalife insurance

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

Cluster Business Head - Banca
Skywings Advisors Private Limited Fresher Mangalore, Udupi 06 Mar, 2026

Key Responsibility Areas

# Key Result Areas Activit...
life insurancebancassuranceteam management

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

Product Lead
Liberty General Insurance Limited Fresher Chandigarh, All India 06 Mar, 2026

As a Product Lead in Commercial Lines Underwriting at Liberty Mutual, you will be responsible for overseeing the underwriting of various commercial line products such as Fire, Engineering, Miscell...
Analytical skillsPresentation skillsCommunication skillsExcelCommercial Line UnderwritingLogical thinkingSolution oriented mindset

Area Credit Manager-Equipment Finance-Credit Appraisal-Chennai-Centennial Square-MM
Tata Mutual Fund Fresher Chennai, All India 06 Mar, 2026

As an Area Credit Manager EQF in the Credit department of our company, your role involves ensuring rigorous credit underwriting, monitoring delinquencies, and enhancing market intelligence. You wi...
Credit underwritingMarket intelligenceFinancial analysisRisk managementPortfolio managementMarket researchFinancial modelingFinancial appraisalCustomer meetingsTraining sessionsDocumentation controlProcess improvements

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

Regional Sales Manager - Micro Finance
Tata Capital Limited Fresher Bhubaneswar, All India 28 Feb, 2026

As a Sales Team Leader, your role involves leading a sales team of Cluster Managers and field staff to expand the Business Correspondent (BC) network of various financial institutions. Your respon...
Relationship managementCredit underwritingBusiness planningProduct managementBusiness sourcingportfolio managementLegalgovernance requirementsTechnology

Equity Research Lead
Client First Asia Fresher Raipur, All India 28 Feb, 2026

As a Senior Equity Research Analyst at Client First Wealth Management, you will play a crucial role in leading research strategy, sector coverage, and contributing to portfolio performance for hig...
Google SheetsPowerPointAdvanced analyticalfinancial modeling skillsStrong command over valuation techniquescapital market instrumentsDeep understanding of accounting standardsfinancial statement interpretationStrong written communication for publi

Team Lead, Trainer, Assistant Manager, Operations Manager
Top MNC Bank Fresher Pune, All India 28 Feb, 2026

You are invited to join a TOP MNC for a role in US Residential Mortgage- Loan Origination & Underwriting based in Pune. The ideal candidate should possess strong exposure in US Mortgage. Please no...
People management skillsCSATAHTAttrition ManagementUS Residential MortgageLoan OriginationUnderwritingExcellent communication skillsShrinkage Management

Client Servicing Analyst
AllianceBernstein Holding LP Fresher Pune, All India 28 Feb, 2026

As a leading global investment management firm, you will be joining AB, which fosters diverse perspectives and embraces innovation to help clients navigate the uncertainty of capital markets. Thro...
Microsoft OfficeExcelWord

Cluster Business Head - Banca
Skywings Advisors Private Limited Fresher Mangalore, ChennaiChennai, Udupi, Madurai 28 Feb, 2026

Key Responsibility Areas

# Key Result Areas Activit...
bancassurancebancalife insurance

Team Lead - QR Sales - Uttar Pradesh
Paytm Payments Limited Fresher Meerut, All India 28 Feb, 2026

You will be responsible for increasing the sale of QR & Soundbox through proper channels to the merchants across multiple locations. As a part of your role, you will have the following key respon...
High level of driveinitiativeselfmotivationLeading Team

Cluster Lead-First Wealth
IDFC FIRST Bank Limited Fresher Thane, All India 28 Feb, 2026

As a Cluster Lead-First Wealth in the Private Banking department, your role involves overseeing Relationship Managers (RMs) in the branch. Your responsibilities include guiding and mentoring RMs t...
Relationship ManagementRecruitmentTrainingDevelopmentCustomer EngagementComplianceCustomer ServiceSales StrategiesData AnalyticsMentorshipRevenue TargetsCrosssellingPortfolio ImprovementRequest HandlingProcess AdherenceTeam Monitoring

Sales Officer
Gens Management Consultant Private Limited Fresher Ludhiana, ChandigarhChandigarh, Delhi, Punjab, Noida, Sikar, Ghaziabad, Kota, Rajasthan, Udaipur 28 Feb, 2026

Responsible for ensuring the achievement of sales targets (Home Loan/Loan against Property).

Responsible for generating prospective sales lead.

Re...
propertygenerationcustomerrelationshipretailcallingloanscoldlendingsalesmortgagemanagementleadloanmanager

Wealth Underwriter
Wells Fargo & Company Fresher Hyderabad, All India 28 Feb, 2026

Role Overview: You will participate in low to moderately complex Wealth Underwriting initiatives in support of high-net-worth portfolio management. Identify opportunities for process improvement w...
Portfolio ManagementFinancial AnalysisCredit Risk ManagementComplianceWealth Underwriting

Looking Relationship Managers -Sales epic star-ctc ,incentive , foreign trips .
RELIANCE NIPPON LIFE INSURANCE COMPANY LIMITED Fresher Chennai 28 Feb, 2026

Job Description Direct channel Designation: Chief Relationship Manager Roles & Responsibilities: Develop business from own network who would...
business developmenttrainingagency channelwealth managementdirect marketingagencyinsurance saleshni client handlinglife insurance

Vice President and Branch Sales Manager
HSBC Holdings plc Fresher Bangalore 28 Feb, 2026

Role Overview: As a Branch Sales Manager (BSM) at HSBC, you will play a pivotal role in leading and implementing changes within the branch to deliver the business strategy effectively. Your main r...
Financial PlanningRelationship ManagementSales ManagementRisk ManagementComplianceCustomer Relationship ManagementTeam LeadershipOperational Risk ManagementRegulatory ComplianceFinancial ServicesWealth ManagementRetail DistributionInterpersona

Lead Analyst - Credit Risk Quality Assurance
First Citizens Bank Fresher Bangalore, All India 28 Feb, 2026

Role Overview: You will be working as a Lead Analyst / Manager in Credit Risk Quality Assurance at FC Global Services India LLP (First Citizens India). Your role will involve leading a team of cre...
Commercial LendingAuditCommunication SkillsInterpersonal SkillsFinancial Skills

Data Governance Developer - Collibra
UBS Group AG Fresher Pune 26 Feb, 2026

Your role: As the Data Governance IT Delivery Lead at UBS GROUP TECHNOLOGY, your primary responsibility will be to ensure the successful development and delivery of a division-wide Data Governance...
MulesoftJBossSpringJavaJ2EEPythonHTMLCSSJSONRDBMSOracle SQLMS SQLMySQLData QualityData ProfilingCollibraGroovy ScriptingActiviti BPMN 20 EngineWeb Service IntegrationREST APIsBPMN Workflow DevelopmentData Management StandardsAgile De

Technical Lead - Java Full Stack Engineer (React.Js)
Cognizant Technology Solutions Corporation Fresher Hyderabad 26 Feb, 2026

As a Technical Lead with 7 to 11 years of experience in SQL Server, Kafka, ETL, Java 8 or 11 version, Spring MVC, Python, Spring Boot, Microservices, Spring Core, REST Web Services, Core Java, Rea...
SQL ServerKafkaETLSpring MVCPythonSpring BootMicroservicesCore JavaPLSQLJava 8Java 11Spring CoreREST Web Services

Area Credit Manager
Tata Mutual Fund Fresher Chennai, All India 26 Feb, 2026

Role Overview: As an Area Credit Manager EQF, your objective is to ensure vigorous credit underwriting, monitor delinquencies, and enhance market intelligence. Your responsibilities will include p...
Credit underwritingMarket intelligenceFinancial analysisRisk managementPortfolio managementMarket researchFinancial appraisalCustomer meetingsTraining sessionsDocumentation controlProcess improvements

Relationship Manager - Wealth Channel
JobStation Enterprise LLP Hiring For Leading Life Insurance Company Fresher Ahmedabad 26 Feb, 2026

Position: Relationship Manager Wealth Channel Preferred Background: Life Insurance Agency Channel OR Mutual Fund industry Strong advisor/distributor network (no direct selling) Good communica...
mutual fundsrelationship managementagent recruitmentbusiness developmentagency channeldistributor saleslife insurance agency channel

High Value Underwriter - Loan Against Property
Tata Capital Limited 1.00 to 10.00 Years Navi Mumbai, All India 20 Feb, 2026

As an experienced professional in the field of credit underwriting, you will be joining Tata Capitals team in Mumbai with a focus on underwriting High Value Loan Against Property (LAP) and Busines...
Credit UnderwritingBusiness LoansUnderwritingLoan Against Property

AVP / Talent Acquisition Manager
AllianceBernstein Holding LP Fresher Pune 18 Feb, 2026

Role Overview: As an AVP, Talent Acquisition Manager at the global People team of this leading investment management firm, your primary responsibility will be to manage a team of recruiters and ov...
Talent AcquisitionRecruitmentVendor ManagementLeadershipStrategy DevelopmentData AnalysisRecruitment MarketingProject ManagementClient ServiceCommunicationCommercial AwarenessInfluencing Skills

Branch Credit Manager
Equitas Small Finance Bank Limited Fresher Pune, All India 18 Feb, 2026

As a Credit Manager at our company, you will be responsible for managing and overseeing the credit function of the branch to ensure compliance with regulatory requirements. Your key responsibiliti...
Microsoft OfficeCredit

BSM- 6LPA- 11LPA / RM 12LPA- BANK
Exposer Consulting Private Limited Fresher Mohali, LudhianaLudhiana, Amritsar, Mansa, Jalandhar, Punjab, Haryana 18 Feb, 2026

Dear candidate , Immediate Joining Respected Bank Contact Call / WhatsApp : hidden_mobile / hidden_mobile/...
nriwealthcurrent accountliabilitiescasasaving accountbank

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Job Title: Wealth Manager Sales (HNI Segment)

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