3 Opening(s)
8.0 Year(s) To 13.0 Year(s)
16.00 LPA TO 26.00 LPA
Role : Business and Integration Architect Role Description : Work directly with the client gathering requirements to align technology with business strategy and goals and. Experts internally and externally for their deep functional or industry expertise, domain knowledge, or offering expertise. ...
10 Opening(s)
4.0 Year(s) To 12.0 Year(s)
8.00 LPA TO 20.00 LPA
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business targets.
Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...
- Hni Acquisition
- Portfolio Management
- Fd
- Mutual Fund
- Wealth Management
- B2c Sales
- Hni Client Handling
- Investment Advisory
- Relationship Management
- Financial Planning
- Mutual Funds
- Pms
- Aif
- Bonds
- Insurance Sales
- Equity Products
- Cross Selling
- Client Acquisition
- Revenue Generation
- Client Servicing
- Financial Products
- Investment Products
- Casa
- Banking Sales
- Broking Sales
- Lead Generation
- Customer Relationship Management
- Uhni Clients
- Business Development
- Sip
- Asset Allocation
- Market Analysis
- Client Retention
- Target Achievement
- Financial Advisory
- Capital Markets
- Wealth Solutions
- Portfolio Advisory
- Wealth Manager
8 Opening(s)
2.0 Year(s) To 12.0 Year(s)
10.00 LPA TO 25.00 LPA
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business targets.
Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...
- Hni Acquisition
- Portfolio Management
- Fd
- Mutual Fund
- Wealth Management
- B2c Sales
- Hni Client Handling
- Investment Advisory
- Relationship Management
- Financial Planning
- Mutual Funds
- Pms
- Aif
- Bonds
- Insurance Sales
- Equity Products
- Cross Selling
- Client Acquisition
- Revenue Generation
- Client Servicing
- Financial Products
- Investment Products
- Casa
- Banking Sales
- Broking Sales
- Lead Generation
- Customer Relationship Management
- Uhni Clients
- Business Development
- Sip
- Asset Allocation
- Market Analysis
- Client Retention
- Target Achievement
- Financial Advisory
- Capital Markets
- Wealth Solutions
- Portfolio Advisory
- Wealth Manager
1 Opening(s)
8.0 Year(s) To 10.0 Year(s)
Not Disclosed by Recruiter
Job Overview
We are looking for an Investment Counselor with strong knowledge of mutual funds, financial markets, and investment products. The role involves supporting sales teams and distributors, providing product and market insights, strengthening client relationships, and driving business growth across the assigned zone.
Key Responsibilities
1. Product & Market Expertise
Develop in-depth knowledge ...
15 Opening(s)
3.0 Year(s) To 20.0 Year(s)
20.00 LPA TO 80.00 LPA
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business targets.
Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...
- Wealth
- Client Relationship
- Relationship Management
- Hni
- Hni Acquisition
- Fd
- Fixed Deposits
- Mutual Fund
- Equity
- Pms
- Aif
- Uhni
- Pcg Relationship Manager
- Pcg Rm
- Private Client Group Rm
- Wealth Relationship Manager
- Private Wealth Rm
- Wealth Manager
- Investment Relationship Manager
- Investment Advisor
- Investment Product
- Equity Relationship Manager
- Hni Clients
- Affluent Clients
- Family Offices
- Equity Broking
- Cash Market
- Derivatives
- Stock Broking
- Revenue Generation
- Margin Funding
- Ipo
- Bonds
- Wealth Products
- Client Acquisition
- Aum Acquisition
- Porfolio
- Aum Growth
- Brokerage Revenue
- Book Size
- Portfolio Management
- Private Banker
- Private Banking
- Private Wealth Manager
- Investment Counselor
- New Money
- Reit
- Private Equity
- Venture Capital
- Product Mix
1 Opening(s)
6.0 Year(s) To 8.0 Year(s)
15.00 LPA TO 17.00 LPA
Role Details:
Designation: Manager/ Senior ManagerRole type: Individual ContributorDepartment: Risk ManagementReporting to: Chief Risk OfficerLocation: Mumbai
Your Role (summary):
The Investment and Market Risk function is responsible for identifying, measuring, monitoring, and reporting market and investment risks across all portfolios managed by the firm. The role supportsportfolio managers and senior management by ensuring that risks are ...
1 Opening(s)
4.0 Year(s) To 6.0 Year(s)
Not Disclosed by Recruiter
This role will be mainly responsible for investor communication relating to the private equity funds managed / advised by the firm. The underlying funds are SEBI registered Category II AIFs and GIFT IFSC based entities.
The candidate should be well versed with processes and systems and should be willing to work ...
65 Opening(s)
1.0 Year(s) To 6.5 Year(s)
3.00 LPA TO 6.50 LPA
Role: Relationship Manager
Company: Leading Broking | Location: Pan India | Job Type: Full Time
Job Purpose:
To acquire and manage clients by understanding their financial and investment needs, providing suitable investment solutions, and building long-term relationships. The role is responsible for driving client acquisition, cross selling a diverse range of financial products, and ...
- Lead Generation
- Cross Selling
- Investment Advisor
- Client Relationship
- Mutual Fund
- Demat
- Client Acquisition
- Portfolio Management
- Capital Market
- Equity Sales
- Securities
- Broking
- Retail Sales
- Branch Sales
- Income
- Brokerage
- Stock Broking
- Sip
- Retail Banking
- Mf
- Equity
- Relationship Manager
- Upsell
- Pms
- Insurance
- Investment
- Branch Relationship Manager
- Equity Broking
- Retail Sales
- Revenue Generation
- Aum
- Business Development
- Trading Account
- Account Opening
- Aif
1 Opening(s)
11.0 Year(s) To 22.0 Year(s)
50.00 LPA TO 80.00 LPA
Role Purpose:The Head Institutional Sales will be responsible for driving institutional AUM growth, managing key corporate and institutional relationships, and expanding the companys footprint across corporates, banks, insurance companies, pension funds, trusts, and large treasuries.This is a strategic leadership role with direct ownership of revenue, client acquisition, retention, and team ...
1 Opening(s)
3.0 Year(s) To 15.0 Year(s)
15.00 LPA TO 27.00 LPA
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 ...