184 Job openings found

Job Summary: We are seeking a highly experienced and commercially astute Senior Manager – Mergers & Acquisitions (M&A) with a legal background, to lead end-to-end M&A transactions, from origination to integration, for a growing insurance broking business. The ideal candidate will have deep expertise in deal structuring, due diligence, contract negotiation, regulatory compliance, and post-deal ...

Key Responsibilities: Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls). Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations. Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs. Upsell and cross-sell mutual fund products ...

Job description: New client acquisition, building new relationships and increasing depth in existing relationships with clients. Selling online broking accounts- Demat account, trading account. Identifying customer needs, assessing their appetite and providing them investment options. Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc. Achieving targets as assigned by the organisation on a ...

Job description: New client acquisition, building new relationships and increasing depth in existing relationships with clients. Selling online broking accounts- Demat account, trading account. Identifying customer needs, assessing their appetite and providing them investment options. Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc. Achieving targets as assigned by the organisation on a ...

To handle daily inbound leads, outbound follow-ups, and builder project pitching for multiple residential developments across north bangalore micro-markets with the goal of generating site visits and confirmed bookings.   Key Responsibilities: Call qualified leads (data provided)-150+ dials /100 call connects /day Share project pricing, offers, and benefits-5 active product pitches/day Schedule & coordinate builder ...

Key Responsibilities:  Client Acquisition & Relationship Managemento Acquire new clients through referrals, walk-ins, leads, and cold calling.o Maintain and strengthen existing client relationships to drive client engagement.o Regularly update clients on market trends, portfolio performance and investment opportunities.  Trading & Executiono Execute buy/sell orders for equity, derivatives and other permitted ...

Role DescriptionThis is a full-time on-site role for an Underwriting & Placement (EB & Non-EB) position at in New Delhi. As part of the role, you will beresponsible for day-to-day underwriting activities, evaluating risks, and placing insurancepolicies. You will work closely with stakeholders to ensure accurate assessments andadherence to policies and ...

Digital Technology This role will be responsible for Develop, manage and upgrade Digital Assets like Websites, Mobile Apps, APIs, Digital technology stack for Digital assets like Mobile apps, website, API stack and integrations with focus on best in class customer experience Vendor and stake holder management with the focus on cutting edge technology adoption Manage ...

We are hiring a KYC Executive in Ahmedabad. Position: KYC Executive Position Overview:We are looking for a detail-oriented KYC Executive to join our team at a leading stock broking company. The ideal candidate will be responsible for managing KYC operations, ensuring compliance with regulatory standards, and supporting account opening processes. Location: S.G. Highway, Ahmedabad Salary: Up ...

Job Key Responsibilities: • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients through effective Advisory. • Cross selling of other products like Mutual fund, PMS, Insurance. ...