104 Job openings found

Description:   Essential Duties and Responsibilities:   1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.    2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products ...

Essential Duties and Responsibilities:   1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.    2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products ...

Job Title: Accounts Executive / Assistant Accounts Manager (Portfolio/Investment Management) Location: Kolkata Age: 30-40 Years Experience: 7-10 Years CTC: ₹10-12 Lacs per annum Core Responsibilities   The primary duties revolve around managing money and financial assets. This includes: Investment & Portfolio Management: This involves overseeing various investments like stocks, bonds, and other securities. The goal ...

JD 1 : Quant Analyst – Market RiskRole Summary:The Market Risk Quant Analysts will focus on market risk model development, validation, andcompliance, ensuring that banks meet regulatory and risk management standards.Key Responsibilities: Validate market risk models, including Value-at-Risk (VaR), Expected Shortfall, and StressTesting frameworks. Develop and enhance models for FRTB ...

  Look from PAN India, look only from investment type of companies , not from corporate, CA Not preferred  Managing Public Issue of Securities Underwriting connected with the aforesaid Public Issue Management Business Managing/advising on International Offerings of Debt/Equity i.e., GDR, ADR, bonds and other instruments Private Placement Securities Corporate Advisory Services related to Securities ...

1. Business Development & Revenue Growth: Develop and execute regional strategies to achieve AUM (Assets Under Management) and revenue targets. Identify high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients to expand the business. Ensure strong cross-selling of wealth products, including structured products, bonds, PMS, AIFs, mutual funds, and insurance. 2. Team Management & Leadership: Lead, mentor, and ...

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 ...

1. Should be apt in analysing capex proposal/ projects from tehno – commercial point of view to ensure right kind of ROI on each and every capex. Should be capable of raising of funds on cost effective manner through various channels including banks/ Institution/ private equity/ venture capital / bonds etc. ...

We are hiring a Sales Manager (Lead Generation) in Ahmedabad & Mumbai. Sales Manager (Lead Generation) Position Overview:We are seeking a dynamic and motivated Sales Manager (Lead Generation) to drive direct sales and acquisition of financial products. The ideal candidate will have experience in the stockbroking industry and a strong ability to ...

Company Profile:Credit Wise Capital Pvt Ltd is a consumer finance Registered NBFC established with the aim of providingtechnologydriven loans to customers. The company leverages an offline sourcing model along with a new age ofonline sourcing to become a market leader in a very short time.The first focused product at Credit ...