1 Opening(s)
8.0 Year(s) To 15.0 Year(s)
18.00 LPA TO 25.00 LPA
POSITION:
Senior Manager - PMS Operations
Reports to (Position):
Vice President - PMS Operations
Education Background
Post Graduate, Graduate
Principal Accountabilities:
PMS Domestic Operation:
Fund Accounting – PMS Operations viz. Subscription, Redemption & Trade Settlement
Accounting of Corporate Action viz. Dividend, Bonus, Rights
Bank Reconciliation / Holding Reconciliation
Account opening and KYC processing
Liaising with auditors (Internal & Statutory) with respect to ...
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)
10.0 Year(s) To 16.0 Year(s)
Not Disclosed by Recruiter
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 ...
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 ...
1 Opening(s)
3.0 Year(s) To 8.0 Year(s)
10.00 LPA TO 10.00 LPA
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 at long term development of ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
15.00 LPA TO 18.00 LPA
Position Name Manager– ProductsReports to(Position): VP – ProductsLocation: Mumbai Date:PositionPurpose:
Support the development, launch, and lifecycle management of passiveinvestment products including ETFs, index funds, and factor strategies.The role will focus on execution, analytics, and cross-functionalcoordination to build a scalable passive product platform.
Principal Accountabilities:
1. Product Development & Launch Execution Support end-to-end launch of ...
1 Opening(s)
2.0 Year(s) To 7.0 Year(s)
11.00 LPA TO 22.00 LPA
The Acquisition Manager is responsible for acquiring High Net Worth Individual (HNI) and Ultra High Net Worth Individual (UHNI) clients for wealth management services. The role involves client acquisition, relationship building, investment advisory coordination, and revenue generation through financial products such as Mutual Funds, PMS, AIFs, Bonds, Insurance etc. Key ...
1 Opening(s)
8.0 Year(s) To 12.0 Year(s)
40.00 LPA TO 50.00 LPA
Playing Captain / Team Leader
Main Responsibility
Manage 3–8 RMs
Drive team revenue
Acquire large clients
Mentor RMs
Monitor pipeline and conversions
Team Target Example
Team AUM: ₹200 Cr – ₹500 Cr
Team Revenue: ₹3 Cr – ₹8 Cr
Join one of India's fastest growing wealth management platforms
What We Offer:
* Entrepreneurial freedom to structure bespoke wealth solutions for HNI & ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
15.00 LPA TO 20.00 LPA
Job Purpose: Prepare credit proposals to support credit committee decisions regarding the client’s portfolio quality, overall capital adequacy, liquidity, management quality, credit rating etc. of the proposed financing.
Roles & Responsibilities:
Performing credit appraisal of NBFC & NBFC-MFI clients through analyzing factors such as AUM growth, Portfolio quality & performance, Portfolio growth, Management quality, CAR, balance sheet analysis etc.
Preparation of credit proposals combining financials analysis with sectorial information to support credit committee decisions regarding the client’s portfolio quality, ...