109 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, ...

  RELATIONSHIP  MANAGER Location : Kolkata, Ranchi, Mumbai, Jamsedpur Requirements: Should have Geographical Knowledge of West Bengal   Good communication Skills ( English , Hindi )    Open to travel across WB Recruitment of Advisors ( ARN & Non-ARN) & also have a client base Qualification - Any Graduation and NISM - VA ( AMFI ) certified CTC – 4 – 5 ...

. Should have experience of finalizing profit and loss accounts and balance sheet in compliance with IND AS requirement. 2. Should be capable of raising of funds on cost effective manner through various channels including banks/ Institution/ private equity/ venture capital / bonds etc. both from domestic and international market. 3. Cash & ...

As a Relationship Manager/Senior Relationship Manager, you will be responsible for providingpersonalized financial advice and guidance to high net worth individuals. You will play a crucial role inmanaging and growing our clients' wealth portfolios, while ensuring excellent customer satisfaction.This is a dynamic role that requires a deep understanding of financial ...

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 ...