97 Job openings found

Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...

Job Description : ,No. 1 - Pending Product Manager ? Research ,Work Experience 8 to 10 Yrs ,Brief Job profile Working knowledge of all Wealth Products (MF, PMS, AI Job Description : ,No. 1 - Pending Product Manager ? Research ,Work Experience 8 to 10 Yrs ,Brief Job profile Working knowledge of all Wealth ...

Job Description: - Wealth Distribution (B2B)The candidate will be responsible for expanding the B2B network for bonds, mutual funds,s and PMS products.Desired Experience & Exposure:-Experience selling financial products through the IFA Channel / Sub broker network (Preferably mutual fund and bonds).Mandatory Skills:-The candidate should possess excellent communication skills. Candidates should ...

The candidate will be responsible for expanding the B2B network for bonds, mutual fund,s and PMS products.Desired Experience & Exposure:-Experience of selling financial products through IFA Channel / Sub broker network (Preferably mutual fund and bonds).Mandatory Skills:-The candidate should possess excellent communication skills. Candidates should be good at relationship management ...

  L8   Work Experience: 8 - 12 years of experience in Process Transformation, Process Automation, Operational Excellence, Quality 8+ years of overall experience in consulting 3-4 years of exposure/ experience in at least one segment of the financial services industry – cap markets, insurance, banking, or KYC   Key Skills: Well-developed core consulting skills of research, analysis, ...

Job Description- Nurture and manage end to end customer relationship by fulfilling all their banking needsthrough wealth solutions provided by IDFC solution- Provide a seamless banking experience from a product and interpersonal point of view- Achieve organizational objectives of high customer satisfaction scores- Acquire Customers through natural market, open market ...

    New Client Acquisition: Identify and onboard new clients to expand the customer base and strengthen relationships. Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance, Mutual Funds, PMS, SIPS, TGS, AlFs, Bonds, Unlisted Shares, IAP, and other financial services   offered  by MOFSL. Revenue Generation: Drive revenue growth by effectively managing sourced ...

Execute trades in equity, derivatives, mutual funds, and bonds. Create and execute short-term and long-term trading & investment strategies.                Monitor stock market trends, analyze price movements, and provide timely investment recommendations. Research financial products and market developments to support investment decisions. Prepare investment reports, performance analysis, and MIS on daily/weekly/monthly basis. Maintain compliance with SEBI ...

As a Financial Consultant, the primary responsibilities involve acquiring new clients and offering in-depth financial advice and support to aid them in reaching their financial objectives and aspirations. The Financial Consultant collaborates closely with clients to grasp their financial requirements, evaluate their risk tolerance levels, and assist them in selecting ...

As a Financial Consultant, the primary responsibilities involve acquiring new clients and offering in-depth financial advice and support to aid them in reaching their financial objectives and aspirations. The Financial Consultant collaborates closely with clients to grasp their financial requirements, evaluate their risk tolerance levels, and assist them in selecting ...