114 Job openings found

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 ...

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 & ...

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, ...

POSITION :BUSINESS MANAGER-WEALTH OVERVIEW  We are seeking an experienced and client-focused Business Manager into wealth wing to join our growing team. As a Business Manager, you will be responsible for building strong relationships with high-net-worth individuals (HNIs) and affluent clients, understanding their financial goals, and offering customized investment solutions. This role demands ...

  Servicing franchisee & existing PMS clients. Build a good rapport with them by providing market information & current portfolio status. Cross selling of Equity, Mutual Fund & PMS products. Having strong analytical & communication skills. Ability to learn and be updated in line with the capital markets & current affairs. Achieving desired sales targets. Daily update ...

Relationship Manager – Retail Sales (All Channels)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 ...

Job Title: Cluster Sales Manager – Prime Function: Retail Assets / Secured Lending Reporting To: Regional Sales Head / Zonal Head Job Purpose To drive business growth in the Prime segment by managing multiple branches within a cluster, leading sales teams, strengthening channels, and ensuring high-quality portfolio performance across Home Loans, LAP, and ...

Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients ...

Department Wealth Management Position Executive--Business Development Primary reporting authority Team Leader/Relationship Manager Secondary reporting authority Director Required Qualification I - MBA (Finance/Marketing) II - M.Com, B.Com, BBA or such other commerce graduate with strong and relevant experience in the subject matter Required Experience Not less than 1-2 years (Age 24-30 Years)  Location Mumbai           Required Minimum Computer Skills Microsoft Office applications (Word, Excel, Powerpoint, Outlook) Beneficial Computer ...

Relationship Manager – Retail Sales (All Channels)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 ...