109 Job openings found

Familiarity and good understanding of investment products such as Mutual Funds, PMS, Bank & Corporate deposits, Government Securities, Corporate Bonds, Equities, Insurance and real estate etc. Acquisition and handling a group of HNI (High Net Worth Exclusive) and UHNIs Clients. Responsible for selling various Third-Party Products. Must have had prior experience of sourcing ...

Key Responsibilities: Client Relationship Management: Develop and maintain strong relationships with HNWIs. Act as the primary point of contact for clients, addressing their financial needs and concerns. Conduct regular reviews of client portfolios to ensure alignment with their financial goals. Financial Planning and Advisory: Provide comprehensive financial planning services, including investment, retirement, tax, and estate planning. Offer ...

  To assist the Team Lead on assigned audit work involving Financial Markets. This will entail working & supervising on the audit to deliver the Audit Planning Memo, Controls Document, agree issues and action plans with management and submission of draft report to the Team Supervisor and Team Lead for review. Well ...

Opening for Investment Manager   Location: Kolkata Responsibilities Investment Analysis ReportBasic Investment KnowledgeOpening of A/c with fund ManagerAnalysisi of SOAS of Equity/ Debts/ Bonds/ Real Estate   They conduct thorough research, assess market trends, and utilize quantitative models to inform investment decisions. Leveraging expertise in financial analysis, they determine asset allocations and recommend strategies for maximizing ...

The incumbent must be presentable and have knowledge and exposure to financial markets and products, as well as be up-to-date on developments, market news, financial trends, and current affairs. List of Products : Broking, AUM based products, PMS, AIF, Bonds, Unlisted, Insurance 1. Achieve customer acquisition targets for Retail customers Generate new leads ...

We are having an urgent opening for the position of Analyst (Equity and Debt Market) for a reputed company in the Financial Industry.    Job Location- Andheri(E) Education- CA/MBA Experience-2 to 3 years   Job Role: Collecting and analyzing financial data, such as income statements, balance sheets, cash flow statements, and industry reports. Gathering and assessing securities data including industry-related stocks ...

Marketing Manager – Web 3 Company Description MaAvatar is a unique project set in an immersive metaverse, allowing users to experience the joy of raising their virtual baby. Here, realism merges with fantasy, as players create and nurture life-like avatars in a gamified world rich with opportunities for growth, learning, ...

POSITION: Sr Manager and Credit Analyst – Fixed Income Reports to (Position): Head – Fixed IncomePosition Purpose: The credit research team, supports multiple funds within the fixed income group, tracks the credit worthiness of approx. 100 - 150 Indian corporate bond issuers to identify opportunities to invest withthe objective of (a) steady ...

Acquire, manage, and grow a portfolio of high-net-worth individual (HNI) clients Provide comprehensive wealth management solutions across investment products Advise clients on mutual funds, PMS, AIFs, insurance, bonds, and structured products Build long-term client relationships and ensure high levels of client satisfaction Drive revenue through client acquisition, cross-selling, and portfolio expansion Conduct regular portfolio reviews ...

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 & ...