42 Job openings found

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...

Key Responsibilities Primary Responsibilities Greet and assist customers in a courteous and professional manner. Process banking transactions such as deposits, withdrawals, and payments accurately and efficiently. Maintain and balance cash drawers, ensuring accurate record-keeping of all transactions. Promote and cross-sell bank products and services to customers. Address customer inquiries and resolve complaints promptly and effectively. Ensure compliance ...

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 ...

Job Description:Ensure quality customer acquisition and onboarding for each customeras per Bank's; policy and guidelinesForging effective relationships with customers and ensuring qualitycustomer service is delivered at all points in timeGiving the client need based product solutions and in the processaligning client requirements with business specificsAssessing customer propensity and ensuring higher ...

Job Description:Ensure quality customer acquisition and onboarding for each customeras per Bank's; policy and guidelinesForging effective relationships with customers and ensuring qualitycustomer service is delivered at all points in timeGiving the client need based product solutions and in the processaligning client requirements with business specificsAssessing customer propensity and ensuring higher ...

Job Description:Ensure quality customer acquisition and onboarding for each customeras per Bank's; policy and guidelinesForging effective relationships with customers and ensuring qualitycustomer service is delivered at all points in timeGiving the client need based product solutions and in the processaligning client requirements with business specificsAssessing customer propensity and ensuring higher ...

Required Qualification MBA (Finance/Marketing) M.Com, B.Com, BBA or such other commerce graduate with strong and relevant experience in the subject matter Required Experience Not less than 2–5 years Location: Ahmedabad 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 ...

Job Title: Senior Finance- Accounts & Finance Location:Head Office Vacancies: 5 Age Criteria: 30–35 Years Qualification: PGDM / MBA (Finance) Professional Qualification: CA / CFA (preferred) Experience: 4–10 Years Salary Range: ₹1.0 – ₹1.5 Lakh per month Job Overview We are seeking a dynamic and result-oriented Finance Manager to lead and own the company’s capital management function end-to-end. This role ...