68 Job openings found

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 ...

• Coordinate and negotiate with third party product manufacturers for sourcing products and services. • Product kitty includes Mutual Funds, PMS, Structured Products, PE/VC Funds, Unlisted Securities and Fixed Income Products.• Initiate the process to become a channel partner/associate with all third party product providers.• Actively search new investment products ...

Job Description: Associate and Senior Associate IFD Sales Professional (Associate and Senior Associate) Role Overview Join NBFC as an IFD Sales Professional to empanel and train CAs, ex-bankers, wealth advisors, and finance professionals as Independent Financial Distributors (IFDs). Drive sales, provide product knowledge, and support business development through events. Key Responsibilities Empanelment: Recruit CAs, ex-bankers, ...

  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 ...

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 ...

Direct Responsibilities The main responsibility of this channel is to grow revenue by offering bouquet of products like broking, education, insurance, interest oriented instruments and asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB and any other financial products introduced from time to time, to existing clients ...

Stock traders buy and sell stocks, bonds or any financial instrument on behalf of their clients. They usually work for a firm or independently. As a stock trader, you may spend your time studying trades, researching the market, conducting quantitative and business analyses and developing trading systems. Equity dealers buy and sell investment ...

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 & ...

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 & ...

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 & ...