107 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 ...

Role Summary:He would be responsible for the overall branch business and operations. His primary responsibility is businessdevelopment and needs to add more IFA / Business partners, to activate and motivate the existing partners forbusiness. Also to do various activities to generate leads for recruitment of new partners. He needs to ...

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, ...

We are looking for an experienced Regional Head – Wealth Management to drive business growth, manage a team of Wealth Managers, and build strong relationships with HNI/UHNI clients. The role involves achieving AUM and revenue targets, leading regional wealth operations, and providing comprehensive investment solutions. Drive AUM, revenue, and profitability targets ...

Job Title: Fixed Income Dealer – Institutional & Non institutional Segments.Location: MumbaiExperience: 4-5 yearsJob Description:We are looking for a dynamic and experienced Fixed Income Dealer to join our team. The ideal candidate will be actively engaged in Institutional, Interbank, Inter-broking, and Wholesale Debt Markets, with a strong understanding of market ...

We are looking for a dynamic and customer-focused Relationship Manager for the First Wealth segment. The candidate will be responsible for managing HNI customer relationships, driving wealth product sales, and providing financial solutions aligned with customer needs. Key Responsibilities: Acquire and manage HNI / affluent customer relationships Cross-sell wealth products such as Mutual ...

Job Title: Finance and Accounts Executive Location: Delhi Job Description: The Finance & Accounts Executive will support the Finance team in analysing equity markets and mutual funds, and diversified investment portfolios. The candidate must have prior experience of working in investment analysis and preparation of analytical MIS and handling ...