139 Job openings found

Educational Qualification – GraduateCertification – IRDA Broker Qualified Person’s certification(optional) JD --- • Preparing Quotes for Motor/ health ( General Insurance) Insurance proposals.• Ensuring to resolve customers’ / Team members/ POS, queries/problems for Motor/ Health insurance.• Processing endorsement/ inspection requests• Laisen with Insurance companies for all requirements• Talk to Team members/ Associates/ ...

POSITION: Senior Manager - PMS Operations Reports to (Position): Vice President - PMS Operations Education Background Post Graduate, Graduate Principal Accountabilities:   PMS Domestic Operation: Fund Accounting – PMS Operations viz. Subscription, Redemption & Trade Settlement Accounting of Corporate Action viz. Dividend, Bonus, Rights Bank Reconciliation / Holding Reconciliation Account opening and KYC processing Liaising with auditors (Internal & Statutory) with respect to ...

Job brief We are looking for a Portfolio Manager who will assess our clients’ risk tolerance and perform significant market research to develop portfolios that maximize their financial gains. A Portfolio Manager’s responsibilities include crafting investment packages and managing client expectations and transactions to achieve our clients’ overall objectives. Ultimately, you will work ...

AVP – Business Regulatory will be instrumental in implementation of first Line Of Defense( LoD1) controlsand proceses in line with the regulatory as well as internal requirements, providing advise and guidance tostakeholder departments/functions in complying with such controls, ensuring implementation of regulatory,internal and Group requirements from a compliance oerosrective as ...

Job description *Responsible for Business Development & distribution of the Financial Product *To oversee and manage the Branch *Ensure meeting sales targets *Mentoring Team *Ensuring the branch compliances, policies *Regular performance review of employees   Required Candidate profile * Graduate * Branch handling Exp. in NBFC/AMC/Stock Broker/Securities Company * 5 to 1o years Sales exp. in Personal/ Retail Loan/ Bank/NBFC/Bonds/Insurance * Business ...

Looking for Product  Trainer  Location: Navi Mumbai Exp - min 4 yrs Only from relevant industry   Preparing the training contents and PPT Preparing product peach for agents Providing training experience Training on company and client experience Preparing regular tests and timely results Motivation sessions to teams Arranging mock sales calls of agents.  

POSITION: Manager/Deputy Manager – PMS OperationsReports to (Position): Vice President -PMS OperationsBusiness Unit: PMS OperationsLocation: Mumbai  Education Background Post Graduate, Graduate Principal Accountabilities: PMS Domestic Operation: Fund Accounting – PMS Operations viz. Subscription, Redemption and Trade Settlement Accounting of Corporate Action viz. Dividend, Bonus, Rights Regulatory & compliance reporting on monthly, quarterly, and other regular frequency Liaising with auditors (Internal & Statutory) with respect ...

  1.Manager – Compliance     Experience – 7 -8 Years from Broking Industry   Handling Joint Inspection of Stock Exchange and SEBI Handling inspection of Various Stock Exchanges, Commodity Exchanges and SEBI Handling Compliance of Investment Advisor Modification in process as per recent amendments of Exchange and SEBI Co-ordinate with Auditor and submit Internal Audit reports and System ...

  Area Manager – Home Loans (Mortgage)  CTC -Negotiable for Right Candidate Role: Monitor Budget variations and take corrective action Define Practices & Processes Collate and report information on Market Performance, Knowledge, and Share of market Strategy on Sources: Diversity, Deepening of relationship. Sources: Employer, Builder, Broker, Chartered Accountant, Architects, Contractors Strategy on segments: Self Employed Professional and ...