20 Opening(s)
3.0 Year(s) To 20.0 Year(s)
7.00 LPA TO 35.00 LPA
Job Purpose:Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.Job Responsibilities:
Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.
Monitor financial ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
6.00 LPA TO 12.00 LPA
Key Responsibilities:
Regulatory Compliance Management:
Oversee and manage the company's compliance with local and international regulatory requirements (e.g., SEBI, RBI, AMFI, etc.).
Monitor changes in the regulatory environment and ensure the business adapts accordingly.
Conduct periodic reviews to ensure all processes and activities align with the latest regulatory guidelines.
Risk Management:
Assess risks associated with the ...
1 Opening(s)
7.0 Year(s) To 10.0 Year(s)
30.00 LPA TO 30.00 LPA
Designation: Assistant Vice President - Finance
Role type: People Manager
Department: Finance & Accounts
Location: Mumbai
Your Role (summary):
The accounting and finance manager will be responsible for overseeing daily accounting, monthly accounts and closing, preparation of financial statements, leading audits, MIS and Regulatory reporting, Managing direct tax and overseeing indirect tax.
You will be responsible ...
15 Opening(s)
0.6 Year(s) To 3.0 Year(s)
1.80 LPA TO 2.25 LPA
Job Title: Financial Service Associate – Financial Services
Location: Bhavnagar
Experience: 0.6 - 2 years in sales (insurance)
Salary: As per industry standards
Job Responsibilities:
Achieve business targets for financial products.
Meet and counsel customers referred by HDFC Limited.
Influence customers to buy Fixed Deposits and other products.
Profile customers to recommend suitable investment and insurance options.
Complete sales processes ...
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.00 LPA TO 5.00 LPA
Job Profile:
Relationship Management.
Customer Profiling
Client interaction
References from existing clients to acquire new clients
Updating clients on the market
Giving the proper information to clients of a transaction at a specific interval.
Strive towards achieving an individual goal and thereby the branch and organizational goals.
Cross Selling
Candidate’s Profile:
Hardworking & Confident.
Smart Presentable.
Go getting attitude.
Experience in client handling.
Should ...
1 Opening(s)
0 To 0
0.00 LPA TO 0.00 LPA
Job Responsibilities:
Customer Profiling
Consultation related to wealth management
Client interaction
References from existing clients to acquire new clients
Updating clients on market
Giving the proper information to clients of a transaction at a specific interval.
Strive towards achieving an individual goal and thereby the branch and organizational goals.
Desired Candidate Profile
Should have good knowledge of the Mutual ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 12.00 LPA
Job Profile:
Relationship Management.
Customer Profiling
Client interaction
References from existing clients to acquire new clients
Updating clients on the market
Giving the proper information to clients of a transaction at a specific interval.
Strive towards achieving an individual goal and thereby the branch and organizational goals.
Cross Selling
Candidate’s Profile:
Hardworking & Confident.
Smart Presentable.
Go getting attitude.
Experience in client handling.
Should ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 8.00 LPA
Job Responsibilities:
Customer Profiling
Consultation related to wealth management
Client interaction
References from existing clients to acquire new clients
Updating clients on market
Giving the proper information to clients of a transaction at a specific interval.
Strive towards achieving an individual goal and thereby the branch and organizational goals.
Desired Candidate Profile
Should have good knowledge of the Mutual ...
1 Opening(s)
3.0 Year(s) To 7.0 Year(s)
Not Disclosed by Recruiter
The purpose of this role is to perform assigned tasks in brokerage, dividend and vendor billingfunctions as per defined operations processes, policies and timelinesWhat is the objective of the role?Brokerage:? Primary responsibility of handling brokerage for MF, AIF & ETF comprising of understandingthe brokerage processing, reviewing brokerage structures, payouts, etc. ...
1 Opening(s)
7.0 Year(s) To 10.0 Year(s)
25.00 LPA TO 25.00 LPA
POSITION: Senior Manager or AVP (depending on experience and qualification)Reports to (Position): Director and Head - Compliance)Business Unit: ComplianceLocation: MumbaiPosition Purpose: Core Responsibility
Investment limit monitoring, coding of rules, checking the settings in trading application for various investment restrictions, clearing of alerts, comprehensive repository of limits applicable to schemes, providing reports related to limit ...