Bengaluru, Karnataka, India · On-site
Onboarding, Handling and Managing HNI / Ultra HNI clients. Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography. Aiming for consistent growth of customer wallet share and boo…
Skills: HNI Client Management, Portfolio Review, Investment Advisory, AUM Growth, Revenue Generation
Bengaluru, Karnataka, India · On-site
Amazon External Payments is building the foundational capabilities for Agentic Payments. As a Software Development Manager (SDM), you will own the development of these core building blocks, enabling intelligent agents to…
Skills: Engineering Team Management, Multi Tier Web Services, Technical Vision, Architectural Improvement, Product Management Partnering
Bengaluru, Karnataka, India · On-site
Job Requirements About the Role The Branch Manager at IDFC FIRST Bank is a leadership role within the Retail Banking division, responsible for managing the overall operations, performance, and customer experience of the …
Skills: Branch Management, Retail Banking, Team Leadership, Sales Target Achievement, Regulatory Compliance
Bengaluru, Karnataka, India · On-site
ttending company meetings Company, industry & peer analysis Financial & valuation modelling Preparing detailed checklists for selected portfolio company Creating a robust investment framework Identifying investee compani…
Skills: Financial Modelling, Valuation Modelling, Investment Framework, Due Diligence, Peer Analysis
Bengaluru, Karnataka, India · On-site
Job Requirements Role/ Job Title: Sales Manager Function/ Department: Retail Assets Job Purpose: Sales manager will be responsible for driving the business of EIL within the assigned territory. Roles & Responsibilities: …
Skills: Strategic Sales Planning, Relationship Management, Market Trend Analysis, Competitor Analysis, Team Leadership
Bengaluru, Karnataka, India · On-site
Job Requirements Job Requirements Job Description: Relationship Manager-First Wealth at IDFC FIRST Bank Company Overview: IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative and c…
Skills: Wealth Management, Relationship Management, Investment Products, Mutual Funds, Insurance
Bengaluru, Karnataka, India · On-site
Job Requirements About the Role The Collection Manager is responsible for planning, organizing, directing, and overseeing the activities of the collections department. This includes managing the agencies associated with …
Skills: Collections Process, Legal Guidelines, Team Management, Agency Management, Communication
Bengaluru, Karnataka, India · On-site
Job Title: Business Finance level we will decide Location: Bangalore, India (UK Shift) Seeking a strategic and business-oriented Business Finance Manager to serve as a key partner to operational and executive leadership.…
Skills: Financial Modelling, Analytical Skills, Commercial Acumen, Stakeholder Management, Excel
Bengaluru, Karnataka, India · On-site
The Finance Manager will own the day-to-day finance and accounting function at Ayati Devices. This is a hands-on role suited for a detail-oriented professional who thrives in a startup environment, can manage multiple co…
Skills: Financial Closure, GST Compliance, TDS Management, MIS Reporting, Cash Flow Forecasting
Bengaluru, Karnataka, India · On-site
Job Requirements Job Requirements Job Title - Regional Head- Trade Business Unit - Retail Banking Function – Retail Liabilities Job Purpose : Build Trade-Fx business thourgh branch banking team and ensure service deliver…
Skills: Trade Business Development, Forex Business, Customer Service, Compliance, AML
Bengaluru, Karnataka, India · On-site
Job Requirements About the Role The Deputy Manager – Acquisition (Current Account) is a customer-facing role within the Retail Banking division, responsible for acquiring new current account customers for a designated br…
Skills: Interpersonal Skills, Communication Skills, Customer Service, Collaboration, Initiative
Bengaluru, Karnataka, India · On-site
Withum is a place where talent thrives - where who you are matters. It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Withum empowe…
Skills: Taxation, Accounting, Financial Statements, Tax Returns, Partnership Returns
Bengaluru, Karnataka, India · On-site
Roles & Responsibilities: Identifying and originating new anchors for Yubi’s Supply Chain Finance business Understanding the anchors problem statement and identifying right product solution from Yubi’s Supply Chain Finan…
Skills: Anchor Acquisition, Supply Chain Finance, Account Management, Relationship Management, AUM Growth
Bengaluru, Karnataka, India · On-site
About the Role This is a high-ownership role for a finance professional who wants to move beyond bookkeeping and into the engine room of business strategy. You will own the planning, forecasting, and analytical infrastru…
Skills: Financial Modelling, Scenario Analysis, Business Partnering, AOP, Forecasting
Bengaluru, Karnataka, India · On-site
Job Summary We are looking for an experienced Oracle Fusion Reporting Consultant with strong expertise in Oracle Fusion reporting tools and analytics. The ideal candidate should have hands-on experience in developing rep…
Skills: Oracle Fusion Reporting, OTBI, BI Publisher, FRS, Smart View
Bengaluru, Karnataka, India · On-site
Key Responsibilities: Conduct outbound calls to prospective clients to generate leads and qualify prospects. Build and maintain strong relationships with existing and potential clients through proactive communication. Un…
Skills: Outbound Calling, Lead Generation, Prospect Qualification, CRM Software, Upselling
Bengaluru, Karnataka, India · On-site
About Us: Paytm About Us: Paytm is India’s leading digital payments and financial services company, which is focused on driving consumers and merchants to its platform by offering them a variety of payment use cases. To …
Skills: Node.js, Microservices, AWS, RDBMS, Kafka
Bengaluru, Karnataka, India · On-site
PRODUCT MANAGER — GST & FINANCIAL SYSTEMS | FINKRAFT.AI Location: Bengaluru, HSR | Full-time | Level: L4 | Reports to: CPO / BU Head ABOUT FINKRAFT.AI Finkraft.ai is a B2B SaaS company that enables enterprises to maximis…
Skills: GST Domain Expertise, Product Management, Tax Technology, API Integration, JSON Schemas
Bengaluru, Karnataka, India · On-site
SENIOR BUSINESS ANALYST — DATA & CLIENT INTELLIGENCE | FINKRAFT.AI Location: Bengaluru, HSR | Full-time | Level: L4 | Reports to: BU Head ABOUT FINKRAFT.AI Finkraft.ai is a B2B SaaS company that enables enterprises to ma…
Skills: SQL, Tableau, Power BI, AI Prompting, Business Analysis
Bengaluru, Karnataka, India · On-site
Business Unit Head — FINKRAFT.AI Location: Bangalore, HSR | Full-time | Level: L5 | Reports to: CEO ABOUT FINKRAFT.AI Finkraft.ai is a B2B SaaS company that enables enterprises to maximise GST claims on travel and expens…
Skills: P&L Management, B2B SaaS, Enterprise Account Management, C-Suite Relationship Management, Product Roadmap Planning
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Manage and onboard HNI and Ultra HNI clients to achieve annual revenue, AUM, and strategic product targets. Provide investment advice and portfolio reviews based on client risk appetite and performance objectives.
The candidate must be able to drive leads and AUM in partnership with Federal Bank while adhering to regulatory and corporate compliance standards. Experience in managing high-net-worth portfolios and structuring investment solutions is required.
Onboarding, Handling and Managing HNI / Ultra HNI clients.
Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography.
Aiming for consistent growth of customer wallet share and book size.
Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.
Constantly review client portfolios and give a birds’ eye view.
Ability to work in partnership with Federal Bank and drive leads & AUM.
Service existing clients with the support of client servicing team
Adherence to all regulatory, statutory, and corporate compliance standards.
Client Centric, Transparent, Comprehensive
Equirus Wealth is a holistic wealth management platform founded in 2018 and ranks among India’s top 10 independent wealth-management firms, managing ₹35,000+ crore in Assets Under Management (AUM). Built on the pillars of client centricity, transparency, and comprehensive advisory, the firm provides bespoke wealth solutions to Individuals, Families, and Corporates. The platform offers a complete suite of investment and advisory services, including Wealth Management, Family Office solutions, Portfolio Management Services (PMS), Direct Equity, Alternate Investments, Mutual Funds, Estate Planning, Tax Planning, and Depository Services - delivering an integrated approach to wealth creation and preservation. Equirus Wealth has a strong presence across major Indian financial centers, including Mumbai, Delhi, Bengaluru, Pune, Kolkata, Chennai, Kochi, Thiruvananthapuram, Kozhikode, and Kottayam, enhancing its regional reach and servicing capabilities across PAN India. As a subsidiary of Equirus Capital, one of India’s leading full-service investment banks, the firm benefits from robust research expertise, strong governance practices, and institutional-grade infrastructure. Equirus Wealth remains focused on enabling long-term, purpose-driven financial outcomes and setting new benchmarks in client-centric wealth advisory. Regulatory disclosures: Equirus Wealth Private Limited (SEBI Depository Participant: IN-DP-741-2023 | SEBI Registered Broker: INZ000309137 | SEBI Portfolio Manager: INP000007076 | AMFI Registered Distributor: ARN-148616 | DPID: 97700 | IRDA Corporate Agent (Composite): CA1020 | APMI Registered Distributor: APRN-00843| SEBI AIF Registration No.: IN/AIF1/23-24/1398). https://www.equirus.com/wealth/empanelment-list For more information, please visit: www.equiruswealth.com
Offices: A - 1303, Marathon Futurex, Mafatlal Mills Compound, N. M. Joshi Marg, Lower Parel, Mumbai, Maharashtra 400013, IN · 3rd Floor, House No. 9, Magnet Corporate Park, Near Zydus Hospital, B/H Intas, Sola Bridge, S.G. Highway, Ahmedabad, Gujarat 380054, IN · Unit no. GA-27, Seat no. 1-6, Ground Floor, Pragya Accelerator, Block-15 T, Road 11, Zone 1, Processing area, GIFT SEZ, GIFT City, Gandhinagar, Gujarat 382355, IN · Second Floor, M-3, Aurobindo Marg, Hauz Khas, New Delhi, Delhi, Delhi 110016, IN · Symphony Workplace, Vadarpalya, Hennur Gardens, Bengaluru, Karnataka 560043, IN
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