1 Opening(s)
22.0 Year(s) To 35.0 Year(s)
8.00 LPA TO 15.00 LPA
Job Title: Private Banking Advisor – Branch Banking
Location – Mumbai
Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking.
The primary objective is to nurture ...
1 Opening(s)
4.0 Year(s) To 8.0 Year(s)
20.00 LPA TO 25.00 LPA
POSITION: Senior Manager- PMS Operations (Wealth Spectrum is must) Reports to (Position): EVP-Investment Operations (Dotted reporting to VP Investment Operations)Business Unit: Investment Service FTE:Location: Mumbai Education Background Chartered Accountant
Key Responsibilities
PMS Domestic Operation:
Fund Accounting – Operations viz. Subscription, Redemption & Trade Settlement Accounting of Corporate Action viz. Dividend, Bonus, Rights Bank Reconciliation / Holding ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 10.00 LPA
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 ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
12.00 LPA TO 14.00 LPA
POSITION: Manager/Deputy Manager – PMS OperationsReports to (Position): Vice President -PMS OperationsBusiness Unit: PMS OperationsLocation: Mumbai
Education Background
Post Graduate, Graduate
Principal Accountabilities:
PMS Domestic Operation:
Fund Accounting – PMS Operations viz. Subscription, Redemption and Trade Settlement
Accounting of Corporate Action viz. Dividend, Bonus, Rights
Regulatory & compliance reporting on monthly, quarterly, and other regular frequency
Liaising with auditors (Internal & Statutory) with respect ...
70 Opening(s)
3.0 Year(s) To 10.0 Year(s)
Not Disclosed by Recruiter
Job Description
Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf.
Building relationships with the client & educating them about Investments.
Responsible for achieving brokerage.
New Client Acquisition
Executing Trades Orders
Key Requirements
Minimum 2-3 Years experience is Mandatory
Currently managing or interested in Client Acquisition (sales)
Below 40 years of age
NISM 8 certification ...
- Equity
- Equity Derivative
- Mutual Fund
- Currency
- Commodity
- Broking
- Advisory
- Advising
- Traidng
- Dealing
- Dealer Cum Rm
- Sales
- Equity Broking
- Equity Dealer
- Equity Dealer Rm
- Dealing Rm
- Equity Advisor
- Retail Dealer
- Investment Advisor – Broking
- Branch Dealer
- Branch Rm
- Cash Market
- Nse
- Bse
- Trading Terminal
- Rms
- Trade Execution
- Trading Platforms
- Online Trading
- Odin
- Neat
- Nism
- Client Acquisition
- Brokerage Revenue
- Revenue Generation
- Demat Accounts
- New Account Opening
- Aum
- Client Portfolio
- Portfolio
- Hni
- Hni Dealer
- Cross Selling
- Upselling
- Lead Conversion
- F&o
1 Opening(s)
5.0 Year(s) To 12.0 Year(s)
25.00 LPA TO 25.00 LPA
POSITION: Senior Manager – Institutional SalesReports to(Position): – Institutional SalesBusiness Unit: Institutional SalesPosition Purpose:
• To manage• To work closely
Principal Accountabilities:
You Will Be Responsible For:
Handling corporates and other Institutional Clients Liaising with Mid and Large size treasuries/Institutional Clients. Responsible for developing, building, and managing existing/new relationships for improving the market share ...
5 Opening(s)
2.0 Year(s) To 12.0 Year(s)
Not Disclosed by Recruiter
Roles and Responsibilities:
Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners
Doing various training programs for partners to train them for various financial products
Maintaining relationship with partners to generate business
Acquire & Soure ...
- Wealth Manager
- Hni Acquisition
- Portfolio
- Portfolio Management
- Mf
- Bonds
- Fd
- Fixed Deposits
- Mutual Fund
- Investments
- Sip
- Partners
- Pms
- Aif
- Ifa
- B2b Sales
- Ifa Network
- Independent Financial Advisors
- Mfd
- Wealth Partners
- Wealth Advisors
- Financial Advisors
- Sub-brokers
- Aum
- Fixed Income
- Equities
- Financial Products
- Wealth Products
- Investment Products
- Alternative Investments
- Derivatives
- Government Securities
- Insurance
- B2b Distribution
- Mutual Fund Distributors
- Wealth Relationship Manager
- Business Development Manager
- Institutional Sales
- Client Acquisition
- Partner Acquisition
8 Opening(s)
2.0 Year(s) To 12.0 Year(s)
Not Disclosed by Recruiter
Roles and Responsibilities:
Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners
Doing various training programs for partners to train them for various financial products
Maintaining relationship with partners to generate business
Acquire & Soure ...
- Wealth Manager
- Hni Acquisition
- Portfolio
- Portfolio Management
- Mf
- Bonds
- Fd
- Fixed Deposits
- Mutual Fund
- Investments
- Sip
- Partners
- Pms
- Aif
- Ifa
- B2b Sales
- Ifa Network
- Independent Financial Advisors
- Mfd
- Wealth Partners
- Wealth Advisors
- Financial Advisors
- Sub-brokers
- Aum
- Fixed Income
- Equities
- Financial Products
- Wealth Products
- Investment Products
- Alternative Investments
- Derivatives
- Government Securities
- Insurance
- B2b Distribution
- Mutual Fund Distributors
- Wealth Relationship Manager
- Business Development Manager
- Institutional Sales
- Client Acquisition
- Partner Acquisition
8 Opening(s)
2.0 Year(s) To 12.0 Year(s)
Not Disclosed by Recruiter
Roles and Responsibilities:
Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners
Doing various training programs for partners to train them for various financial products
Maintaining relationship with partners to generate business
Acquire & Soure ...
- Wealth Manager
- Hni Acquisition
- Portfolio
- Portfolio Management
- Mf
- Bonds
- Fd
- Fixed Deposits
- Mutual Fund
- Investments
- Sip
- Partners
- Pms
- Aif
- Ifa
- B2b Sales
- Ifa Network
- Independent Financial Advisors
- Mfd
- Wealth Partners
- Wealth Advisors
- Financial Advisors
- Sub-brokers
- Aum
- Fixed Income
- Equities
- Financial Products
- Wealth Products
- Investment Products
- Alternative Investments
- Derivatives
- Government Securities
- Insurance
- B2b Distribution
- Mutual Fund Distributors
- Wealth Relationship Manager
- Business Development Manager
- Institutional Sales
- Client Acquisition
- Partner Acquisition
1 Opening(s)
5.0 Year(s) To 12.0 Year(s)
15.00 LPA TO 20.00 LPA
POSITION: Senior Manager – Institutional Sales Business Unit: Institutional Sales
Location: Hyderabad Principal Accountabilities: Handling corporates and other institutional clients Ability to liaison with Mid and Large size treasuries/Institutional clients. Responsible for developing, building and maintaining existing/new relationship for improving our market share The candidate will be given some existing clients/counters where ...