1 Opening(s)
2.0 Year(s) To 4.0 Year(s)
1.80 LPA TO 3.00 LPA
Desigination - Secretary (Admin & Office Management)
Job Description: We are looking for a dedicated and efficient Secretary to handle day-to-day administrative and office management tasks.
Responsibilities:
Handle day-to-day admin work
Manage calls, emails & files
Schedule meetings & travel
Maintain office supplies & housekeeping
Assist management with routine tasks
Requirements:
Graduate with 1–3 yrs experience
Good in MS Office & ...
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 ...
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 ...
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 ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
Not Disclosed by Recruiter
Manage schedules & meetings — Arrange and organize the calendar, book appointments, and set up meetings for the executive.
Handle communication — Draft emails, take phone calls, and act as a point of contact between the executive and others.
Prepare documents & reports — Create presentations, reports, meeting notes, and other required ...