119 Job openings found

Need a Customer Relationship Manager for Andheri Branch, Mumbai. Anyone with good exp from Wealth, Broking, MF Sales, (Equity). Need to handle Large Existing Portfolio Size, manage & Monitor relationship with clients to increase Book size. Back Office Activities etc.        Solving Queries, complete Process. No Insurance candidates, Handling ULIPs portfolio would be ...

Please find the details below:   Job Description:   Position: Senior Consultant to Deputy Manager – Internal Auditor Location: Mumbai, Bangalore and Gurgaon Experience requirement: 5 plus year of experience post qualification Notice Period: Immediate to 30 days    We are currently seeking experienced Internal Auditors to join our team at Senior Consultant to Deputy Manager level in Mumbai, Bangalore, and Gurgaon. The primary ...

Designation Cluster Manager Employment Type Full Time Reporting to Area Manager Department Distribution Commercial Job Profile Summary: Responsible for servicing all customers to achieve the objectives assigned to the team according to the Company’s business plans. This will be for the Corporate Commercial lines of business including Fire and Engineering lines, Liability lines, Marine, Workmen’s Compensation, etc. This will not ...

  Role & responsibilities Managing Day to day activities of the team Developing and implementing a timeline to achieve targets Delegating Task to team members Conducting training of team members to maximize their potential Conducting performance reviews Mentor and train new team members Sales experience is must Preferred candidate profile Digital Sales most preferred Perks and benefits As per organization standard   Employment Type: Full ...

  We need a candidate from any insurance or broking company who knows all insurance products. Present RM or agency manager kind of profile will do. We require a person who can maintain good relations with our all-new and existing brokers/agents. Should have decent communication and leadership skills. Identifies prospective clients through ...

 Develop and implement a comprehensive social media strategy tailored to the stock broking industry  Create and curate engaging social media content that resonates with investors, financial enthusiasts, and industry professionals  Manage and monitor our social media accounts across multiple platforms, including Facebook, Twitter, LinkedIn, and YouTube  Collaborate with financial analysts, in-house designers and social media agencies to produce informative ...

Location: Work From HomeHead Office : Santacruz Duties and Responsibilities: Day to day Management of Receivables, Payables and Bank accounts Preparing & Presenting reliable Monthly / Quarterly / Yearly P/L & Balance Sheet for PersonalAccounts Preparing & Presenting reliable Monthly / Quarterly / Yearly MIS reports for PersonalAccounts Tax planning & ...

Develop management reports and dashboards for stakeholders across all business functions: Broking, Distribution, Assets, Marketing, Operations. Perform in-depth analysis to identify key business risks and opportunities and make recommendations to improve overall profitability. Distil complex data and relationships into clear, concise charts and visualizations. Contribute insight to strategic and tactical decisions that impact ...

Review and defining processes for implementation of various circulars issued by Exchanges, Depositories, SEBI etc. Day to day query handling in relation to regulatory area of SEBI, Exchanges & Depositories. Conduction Audit /review of various activity for Broking, DP ,PMS & Branch inspections Handling Regulatory Inspections & Internal Audit Independently Liaison with Regulators Ensuring timely ...

 Imparting Product & Process training to Partners through GMeet/Zoom  Working on Training Content Follow up with process owners on Content working and updation Calling to partners whenever required Sharing Training MIS to stakeholders Stock Broking Knowledge flexible in working Open for any additional activities To deliver the Retail Asset vertical employees training.