3 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.50 LPA TO 5.00 LPA
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 ...
1 Opening(s)
8.0 Year(s) To 10.0 Year(s)
30.00 LPA TO 40.00 LPA
Major Accountabilities:
Investment Recommendations and Analysis:
Generate timely and accurate investment recommendations, stocks, sectors, and ideas that deliver substantial returns to customers across all investor products and services.
Provide expert-level inputs for overall strategy, initiatives, goals, and budgets related to equities.
Client Coordination:
Regularly coordinate with Institution clients, Private Client Group (PCG), High Net Worth ...
3 Opening(s)
2.0 Year(s) To 4.0 Year(s)
9.00 LPA TO 10.00 LPA
Fundamental Research AnalystJob description:
The analyst will be responsible for maintaining a continuous coverage on allocated industry sector and individual stocks; identify alpha opportunities and risks; to justify investment thesis to our institutional clients.
The analyst will be responsible to execute the following task and take ownership to achieve the above objective(s):
...
1 Opening(s)
2.0 Year(s) To 3.0 Year(s)
4.00 LPA TO 5.00 LPA
Job description:
Responsible for managing client’s portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department.
Communicating trading on calls and investing ideas to customers.
To trade on behalf of clients.
Responsible for brokerage generation.
Cross selling third party products.
Research and build relationships with ...
2 Opening(s)
2.0 Year(s) To 3.0 Year(s)
4.00 LPA TO 5.00 LPA
Job description:
Responsible for managing client’s portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department.
Communicating trading on calls and investing ideas to customers.
To trade on behalf of clients.
Responsible for brokerage generation.
Cross selling third party products.
Research and build relationships with ...
2 Opening(s)
2.0 Year(s) To 3.0 Year(s)
4.00 LPA TO 5.00 LPA
Job description:
Responsible for managing client’s portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department.
Communicating trading on calls and investing ideas to customers.
To trade on behalf of clients.
Responsible for brokerage generation.
Cross selling third party products.
Research and build relationships with ...
2 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 6.00 LPA
Job Title: Business Support Executive – Wealth ManagementJob Summary:We are looking for a proactive and organized Business Support Executive to support our WealthManagement team. The ideal candidate will have experience in coordinating with business partners andHNI clients, managing backend processes, and ensuring seamless communication across internal andexternal stakeholders.
Key Responsibilities:• Act ...
2 Opening(s)
1.0 Year(s) To 3.0 Year(s)
3.00 LPA TO 4.00 LPA
We Are Hiring Sales & Marketing Executive/Engineer In Chennai, Ludhiana, Vijayawada.
Job Title: Sales & Marketing Executive / Engineeronly male can apply
Responsibilities:
Identify and pursue new sales opportunities through field visits, calls, and digital platforms.
Develop and maintain strong relationships with clients and stakeholders.
Conduct market research to identify trends and customer needs.
Create and ...
2 Opening(s)
1.0 Year(s) To 3.0 Year(s)
3.00 LPA TO 4.00 LPA
We Are Hiring Sales & Marketing Executive/Engineer In Jaipur.
Job Title: Sales & Marketing Executive / Engineeronly male can apply
Responsibilities:
Identify and pursue new sales opportunities through field visits, calls, and digital platforms.
Develop and maintain strong relationships with clients and stakeholders.
Conduct market research to identify trends and customer needs.
Create and deliver compelling ...
1 Opening(s)
1.0 Year(s) To 3.0 Year(s)
2.40 LPA TO 2.64 LPA
We Are Hiring Admin cum Receptionist In Ahmedabad.
Job Title: Admin cum Receptionist
Location: Ahmedabad Department: Administration / Front Office Reports To: Admin Manager / HR Manager Type: Full-Time / On-site
Key Responsibilities:
Greet and direct visitors, guests, and employees in a professional and friendly manner.
Handle incoming calls, emails, and messages; route them to the ...