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 8.0 Year(s)
12.00 LPA TO 25.00 LPA
Job Description
We are seeking a Product Manager to manage and grow the Wealth & Investments portfolio on the Mobile/ Internet Banking platform. The role will be responsible for driving business growth, customer acquisition, engagement, and revenue across Mutual Funds, Insurance, Bonds, NPS, Deposits, and other investment products while ensuring a ...
3 Opening(s)
4.0 Year(s) To 10.0 Year(s)
4.00 LPA TO 8.00 LPA
Company is based out of Kolkata, is a leading Stock Broking and Wealth Management firm offering full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India.
Role Overview
We ...
1 Opening(s)
3.0 Year(s) To 8.0 Year(s)
10.00 LPA TO 15.00 LPA
Job Overview
We are seeking a highly skilled Wealth Manager with experience in managing Ultra-HNI portfolios and exposure to handling ₹500 crore+ Assets Under Management (AUM). The role involves delivering bespoke investment strategies, maintaining strong client relationships, and ensuring long-term wealth creation for high-value clients.
Key Responsibilities
Manage and grow relationships with Ultra-HNI ...
1 Opening(s)
15.0 Year(s) To 20.0 Year(s)
35.00 LPA TO 35.00 LPA
Role Details:
Designation: VP Digital Sales LeadRole type: People ManagerDepartment: DigitalReporting to: Director AND Head- DigitalLocation: Mumbai HO
Your Role (summary): Lead Digital Sales and Business Development This role will be responsible for
1. Focus on Digital Sales growth in the form of new SIP, New Customer Acquisition, AUM and related KPIs2. Drive all the ...
1 Opening(s)
10.0 Year(s) To 20.0 Year(s)
50.00 LPA TO 87.00 LPA
Business: Retail Banking
Function/ Department: Retail Liabilities
Place of work: Pan India
Job Purpose:
This is a leadership role where 8-12 Private Banking RM's are mapped to them and this person is expected to help these RM's meet their AUM, TRV and Revenue Goals by mentoring, coaching, doing joint client meetings. They are also ...
1 Opening(s)
2.0 Year(s) To 3.0 Year(s)
3.00 LPA TO 4.00 LPA
Job Title: MIS Executive – Insurance & Mutual Funds (SQL & Advanced Excel)Department: MIS / Operations / Business IntelligenceIndustry: Insurance & Mutual FundsLocation: Sector 142, NOIDAExperience: 2–5 yearsEmployment Type: Full-Time______________Job Summary:We are looking for an experienced MIS Executive with strong skills in SQL and Advanced Excel to manage, automate, and ...
5 Opening(s)
5.0 Year(s) To 10.0 Year(s)
25.00 LPA TO 35.00 LPA
Job Title: Relationship Manager – Real Estate / Construction Finance
Role Purpose:To drive business development and manage relationships with real estate developers and promoters for Construction Finance, Real Estate Finance, and related funding solutions, while ensuring portfolio quality and achievement of business targets.
Key Responsibilities
Drive Construction Finance (CF) business in line with ...
7 Opening(s)
4.0 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, PMS, AIF & 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
- 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
- Risk Management
- Affluent
- Private Banker
- Private Wealth Manager
- Private Banking
- Wealth Management
- Investment Counselor
- Private Equity
- Venture Capital
- New Money
- Reit
16 Opening(s)
4.0 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, PMS, AIF & 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
- 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
- Risk Management
- Affluent
- Private Banker
- Private Wealth Manager
- Private Banking
- Wealth Management
- Investment Counselor
- Private Equity
- Venture Capital
- New Money
- Reit