75 Job openings found

Key Role & Responsibilities Fund Raising Spearheaded the fund-raising efforts, good relationship with global/domestic /Banks, FIIs. Leading the fund-raising initiative of the Company to ensure clear visibility of funds/credit limit for ensuring the AUM growth and Cash Flows. Representing company to Institutional Investors, PE firms, Mutual Funds, Banks, FI, FIIs, Rating Agencies, Debenture Trustees, Registrars, Brokers/intermediaries ...

AUM Reconciliation: Ensuring accurate and timely reconciliation of AUM with inhouse system, demat account and fund houses, identifying discrepancies, and resolving any issues. Brokerage Reconciliation: Performing regular reconciliations of brokerage and commission statements received from brokers, identifying discrepancies, and ensuring timely resolution. Mutual Fund Transaction Processing: Accurately processing and recording mutual fund ...

Branch Manager Hiring Criteria’s:   Current CTC drawn must be 10-11 Lakhs and above Total Experience must be more than 10 years in Banking – Retail Current Experience in the present role must be 2-3 years +. No recent promotion A double grade hike will not be offered to the candidate – grade fitment to ...

Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...

Department- Wealth ManagementPosition- Manager/Senior Manager5 Days work form office timings : 10AM-7:00 PM Required Experience- Not less than 4-5 years (Age 32-37 Years) Required Minimum Computer Skills -Microsoft Office applications (Word, Excel, Powerpoint, Outlook) Beneficial Computer Skills-MF Utility Software, Investwell Software or such other MF CRM Software and back office management software Primary Responsibilities Business Development and Relationship Management ...

Sourcing of new bank accounts through various channels and enhancing the portfolio based on customer requirements.  Ensure regular interaction with branches and existing clients.  Skills in CAM Preparation, Balance Sheet Analysis, Financial ratios, Security documentation and Scrutiny of security documents.  Interaction with the credit and ops team for sanction of fresh/renewals proposals and limit updating.  Credit Management & ...

Job Description- Nurture and manage end to end customer relationship by fulfilling all their banking needsthrough wealth solutions provided by IDFC solution- Provide a seamless banking experience from a product and interpersonal point of view- Achieve organizational objectives of high customer satisfaction scores- Acquire Customers through natural market, open market ...

Job Description- Nurture and manage end to end customer relationship by fulfilling all their banking needsthrough wealth solutions provided by IDFC solution- Provide a seamless banking experience from a product and interpersonal point of view- Achieve organizational objectives of high customer satisfaction scores- Acquire Customers through natural market, open market ...

Job Description- Nurture and manage end to end customer relationship by fulfilling all their banking needsthrough wealth solutions provided by IDFC solution- Provide a seamless banking experience from a product and interpersonal point of view- Achieve organizational objectives of high customer satisfaction scores- Acquire Customers through natural market, open market ...

Key Responsibilities Client Acquisition & Relationship Management: Identify, acquire, and manage relationships with HNI/UHNI clients. Build deep and trusted advisory relationships by understanding client needs across investments, banking, credit, and wealth planning. Portfolio Management: Manage client portfolios to ensure consistent revenue growth and retention. Conduct periodic reviews of client portfolios to ensure alignment with client goals ...