1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
12.00 LPA TO 14.00 LPA
POSITION: Deputy Manager/ManagerReports to (Position): VP - Investment OperationsBusiness Unit: Investment Service FTE:Location: Mumbai Education Background
MBA/ Graduate (With minimum 3 to 4 years’ experience) or Chartered Accountant(Fresher or with 1 Year of Experience)
Principal Accountabilities :
Prepare and review all frequency regulatory/management reporting’s in line with SEBI/Internal guidelines Review of NAV and scheme return Strong ...
5 Opening(s)
3.0 Year(s) To 15.0 Year(s)
15.00 LPA TO 25.00 LPA
The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory.
Manage a portfolio of affluent / HNI customers
Deepen relationships and increase wallet share
Ensure high-quality client engagement & retention
Promote and sell:
Mutual Funds
Insurance (Life & General)
PMS / AIF ...
- Affluent Banking
- Hni Clients
- Wealth Management
- Private Banking
- Relationship Manager
- Aum Growth
- Portfolio Management
- Mutual Funds
- Insurance Sales
- Pms
- Aif
- Structured Products
- Financial Advisory
- Investment Advisory
- Cross Selling
- Upselling
- Revenue Generation
- Client Acquisition
- Client Retention
- Asset Allocation
- Risk Profiling
- Wealth Products
5 Opening(s)
3.0 Year(s) To 15.0 Year(s)
15.00 LPA TO 25.00 LPA
The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory.
Manage a portfolio of affluent / HNI customers
Deepen relationships and increase wallet share
Ensure high-quality client engagement & retention
Promote and sell:
Mutual Funds
Insurance (Life & General)
PMS / AIF ...
- Affluent Banking
- Hni Clients
- Wealth Management
- Private Banking
- Relationship Manager
- Aum Growth
- Portfolio Management
- Mutual Funds
- Insurance Sales
- Pms
- Aif
- Structured Products
- Financial Advisory
- Investment Advisory
- Cross Selling
- Upselling
- Revenue Generation
- Client Acquisition
- Client Retention
- Asset Allocation
- Risk Profiling
- Wealth Products
1 Opening(s)
3.0 Year(s) To 6.0 Year(s)
6.00 LPA TO 6.00 LPA
Position : Compliance DepartmentMin. Exp. 3 Max.Exp. 5Location Malad, MumbaiIndustry Type Brokingonly MaleMonday to Friday: 8:00 AM to 5:00 PMSaturday: 10:00 AM to 5:00 PMWeekly Off: 2nd and 4th Saturdays and all Sundays
JD
➢ Handling regulatory compliance of BSE, NSE and SEBI regulations for Co. Securities Limited and Co. Commotrade Limited.➢ Submission ...
1 Opening(s)
4.0 Year(s) To 10.0 Year(s)
8.00 LPA TO 8.00 LPA
Relationship Manager – Retail Sales (All Channels)Position Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.Principal Accountabilities:Generating Business
Contribute to sustained growth in sales through initiatives targeted at long term ...
1 Opening(s)
4.0 Year(s) To 10.0 Year(s)
8.00 LPA TO 8.00 LPA
Relationship Manager – Retail Sales (All Channels)Position Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.Principal Accountabilities:Generating Business
Contribute to sustained growth in sales through initiatives targeted at long term ...
1 Opening(s)
4.0 Year(s) To 10.0 Year(s)
8.00 LPA TO 8.00 LPA
Relationship Manager – Retail Sales (All Channels)Position Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.Principal Accountabilities:Generating Business
Contribute to sustained growth in sales through initiatives targeted at long term ...
1 Opening(s)
4.0 Year(s) To 10.0 Year(s)
8.00 LPA TO 8.00 LPA
Relationship Manager – Retail Sales (All Channels)Position Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.Principal Accountabilities:Generating Business
Contribute to sustained growth in sales through initiatives targeted at long term ...
1 Opening(s)
1.0 Year(s) To 4.0 Year(s)
2.00 LPA TO 3.50 LPA
About Us:Company is with over 31 years of industry expertise and trust, is a SEBI-registered stockbroker and a member of all Indian exchanges—NSE, BSE, MCX, NCDEX, and MSEI. We are also a registered depository participant with CDSL and NSDL, a SEBI-recognised Research Analyst, and an AMFI-certified mutual fund distributor. Headquartered in ...
1 Opening(s)
6.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 10.00 LPA
POSITION: Branch Manager – Retail SalesReports to (Position): Zonal Head/ Cluster Head – Retail SalesPosition Purpose: Managing distributor relationships across IFDs/ MFDs, NDs, and Banks to achieve continuousand sustained subscription to organization’s funds. Ensuring adequate mix of product salesand meeting set targets. Developing markets, enhancing market share as well as handlingdistributor ...