11 Job openings found

We have an urgent opening for the position of Investment Manager for a leading Company for the Ghatkopar location. Job Description: Position: Investment Manager Salary:  Upto 50k Experience: 5 to 7 years Qualification: MBA Finance/Insurance, CFP (Certified Financial Planner)  Office Timings: 9.30  AM to 6:30 PM Weekly Off- Sunday  Skills Required:   Knowledge in investment advisory. Wealth management consultation. Generating Lead Meeting Clients Selling Investment-related services Good English Communication. Smart and ...

Description: We have an urgent opening for the position of Investment Advisor for a Reputed CA Firm at Mumbai (Ghatkopar). Job Description: Please find the details for the same: Position: Investment Advisor Salary: As per Industry norms Qualification: MBA Finance/Insurance, CFP (Certified Financial Planner) Office Timings: 9.30 AM to 6:30 PM Weekly Off- Sunday   Skills Required: Knowledge/Experience in LIC PMS Experience on V.M.Pro Software Good English Communication. Smart and Presentable. CFP(Certified Financial Planner) Job ...

Job Summary The Area Head - Wealth is responsible for leading and managing the wealth management team across the designated area. This role ensures the achievement of revenue targets, client acquisition, and portfolio growth while maintaining high standards of client satisfaction and adherence to compliance and regulatory guidelines. Key Responsibilities Strategic Leadership Develop and ...

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 Summary: The Senior Marketing & Sales Executive will play a strategic role in driving growth for thestock broking division, targeting retail and institutional clients. The ideal candidate will haveexperience in financial services, a strong understanding of the stock market, and provenabilities in generating leads, client acquisition, and brand development. This ...

Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...

Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...

Job Description of Wealth Manager (Sr. Assistant Manager / Manager)Job Role:The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsiblefor building and maintaining strong, long-term relationships with High Net Worth Individuals (HNIs). Therole includes acquiring new clients, managing their investment portfolios, providing high-quality customerservice, and achieving sales ...

Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...

Description: We have an urgent opening for the position of  Senior  Manager for a reputed company at the Ghatkopar location. Responsibilities: Revenue Management: Responsible for ensuring the revenue targets through Online and digital marketing is achieved, shared responsibility of overall MF revenue targets Responsible for analyzing internal and external trends in the Mutual Funds industry & provide recommendations. ...