36 Job openings found

 Responsibility of Wealth Management Advisory. Selling products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, FDs, Structured products etc. Provide customized solutions to the clients by evaluating their risk assessment and financial needs. Acquisitions of new clients and re-activation of existing clients by selling wealth management products. Ensuring customer satisfaction by customized and efficient ...

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 ...

Direct Responsibilities The main responsibility of this channel is to grow revenue by offering bouquet of products like broking, education, insurance, interest oriented instruments and asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB and any other financial products introduced from time to time, to existing clients ...

Direct Responsibilities The main responsibility of this channel is to grow revenue by offering bouquet of products like broking, education, insurance, interest oriented instruments and asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB and any other financial products introduced from time to time, to existing clients ...

Direct Responsibilities The main responsibility of this channel is to grow revenue by offering bouquet of products like broking, education, insurance, interest oriented instruments and asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB and any other financial products introduced from time to time, to existing clients ...

Ensuring proper servicing and after sales support to clients.2. Establishing new relationships with the client and new clients and addingmarket share.3. Prospecting leads and contacting them4. Business Development and sales reporting and working in achieving thesales target.5. Seek new opportunities through networking.6. Gather competitive information and assimilate the same for ...

To handle external/statutory audit engagements of listed/non-listed entities i.e., from the planning stage till closure. To handle areas allotted by senior. To monitor/supervise junior staff including continuous monitoring of time and cost during assignments. To maintain adequate documentation on timely basis. To conduct research for technical accounting issues and to give solutions to it. Work ...

To handle external/statutory audit engagements of listed/non-listed entities i.e., from the planning stage till closure. To handle areas allotted by seniors. To monitor/supervise junior staff including continuous monitoring of time and cost during assignments. To maintain adequate documentation on a timely basis. To conduct research for technical accounting issues and to give solutions to ...

RM – Retail Sales (Delhi, IFA) Relationship Manager – Retail SalesPosition 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 ...

  Relationship Manager – Retail Sales (MFD)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 development ...