150 Job openings found

Client Relationship ManagementBuild and maintain strong relationships with clients, understanding their investment needs,financial goals, and risk tolerance.Act as a primary point of contact for clients, ensuring a high level of customer satisfactionand timely communication.Handle inquiries related to portfolio management, transactions, market trends, and newinvestment opportunities. Sales and Business DevelopmentIdentify and pursue ...

Job Description: Position Overview:We are looking for an experienced Senior Mutual Fund Distributor who has in-depth knowledge ofthe mutual fund industry, experience in managing client portfolios, and the ambition to eventuallystart their own broking firm. The ideal candidate will play a crucial role in building our firm,managing client relationships, and contributing ...

Job Title   Smart Trader   Key Skills     Deep understanding of stock markets particularly listed and its operations Analytical ability of stock market, stocks Analysis of technical parameters of stocks based on price movements over a period of time. Efficient in trading in stocks, future and options and generating profits out of trading activities Fully conversant with algo trading Quant ...

ob Role: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 for business.Also to do various activities to generate leads for recruitment of new partners. He needs to ...

Job Role:Candidate is overall responsible for PMLA (Prevention of Money Laundering Act, 2002) and Surveillancerelated compliance. He has also looked after client onboarding and post boarding activities which includes STRFiling and Review STR alerts. He also needs to handle the team of executives. Candidate from Indian financialbroking industry and has ...

AVP – Business reporting What you’ll be doing: Leading Business Reporting team providing regular and adhoc reports and business analysis to management. Conducting monthly Business Review with the executive management. Develop and implement regular reports and dashboard to provide executive view of the business to Management. Liase with different business heads to setup regular reporting ...

Team Management: Approximately 10 individuals (3 Direct/leads) JOB SUMMARY Corporate Solution Group team generates group business (Group Health Insurance) primarily from insurance brokers. Total group business includes generating fresh business as well as retaining the existing set of clients. The individual has to work closely with her/his team to generate more business and retain ...

Responsibilities: The candidate will be required to lead the Compliance team of ViewTrade covering Stock Broking business. Maintain oversight of the developments in the Stock Broking regulatory environment to proactively manage the potential regulatory risk/aml risk/kyc risk /ops risk / exposure of affected divisions/departments. Develop and maintain all relevant Policies and Procedures ...

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 ...

Supporting Regional Business Heads (including Finance, Retail Assets and Liabilities) inclosing recruitment requirements within specified time frames? Conduct induction programs for new joiners to facilitate training requirements and ensuresmooth delivery? To ensure required statutory compliance, regulatory and audit requirements are compiled withindesired timeframes.? Assisting Central Office in providing MIS on ...