82 Job openings found

A Relationship Manager in Private Credit sources, structures, and manages high-value alternative debt investments and corporate funding mandates. They connect mid-to-large corporate borrowers, CFOs, and promoters with non-bank capital solutions. Key Responsibilities Deal Origination: Sourcing mandates for structured credit, alternative investment funds (AIF), and non-convertible debentures (NCDs). Credit Structuring: Designing customized high-yield term ...

As a Relationship Manager/Senior Relationship Manager, you will be responsible for providingpersonalized financial advice and guidance to high net worth individuals. You will play a crucial role inmanaging and growing our clients' wealth portfolios, while ensuring excellent customer satisfaction.This is a dynamic role that requires a deep understanding of financial ...

Key Deliverables * Experience in Custody Sales (Preferable domestic custody – AIF , PMS, Family office, MF, Insurance)* New client acquisition of clients for domestic custody with focus on domestic clients and GIFT city structures* Deep mining of the existing clients to see cross-selling opportunities* Servicing of the clients with respect ...

We are looking for an experienced Regional Head – Wealth Management to drive business growth, manage a team of Wealth Managers, and build strong relationships with HNI/UHNI clients. The role involves achieving AUM and revenue targets, leading regional wealth operations, and providing comprehensive investment solutions. Drive AUM, revenue, and profitability targets ...

Job Description (JD) – Equity Dealer (Mutual Fund)Position : Equity Dealer – Mutual Fund OperationsEmployment TypeFull-TimeRole SummaryWe are looking for an experienced and detail-oriented Equity Dealer to execute equity and related market transactions for mutual fund schemes in line with investment strategies, regulatory guidelines, and internal risk policies. The candidate ...

The Acquisition Manager is responsible for acquiring High Net Worth Individual (HNI) and Ultra High Net Worth Individual (UHNI) clients for wealth management services. The role involves client acquisition, relationship building, investment advisory coordination, and revenue generation through financial products such as Mutual Funds, PMS, AIFs, Bonds, Insurance etc. Key ...

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 would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) ...

Job Title: Fund Accounting Manager Job Summary The Fund Accounting Manager is responsible for overseeing the accounting, valuation, and financial reporting of investment funds. This role ensures accurate NAV calculations, compliance with regulatory standards, and timely financial statements while managing a team of fund accountants and coordinating with internal and external stakeholders. Key ...

Achieve given AUM and Revenue targets Maintain relationships with the existing network of IFAs Recruit potential new IFAs Manage, recruit and drive the sales team for meeting efforts and performance targets. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars Build up team as per defined ...

Job Description (Wealth Sales): INDIVIDUAL ROLE- 250 CR AUM only investment (MF/ PMS / AIF) Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients. Understand clients’ financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions. Conduct regular portfolio reviews and recommend adjustments based on market conditions ...