5 Opening(s)
1.0 Year(s) To 5.0 Year(s)
10.00 LPA TO 15.00 LPA
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 ...
5 Opening(s)
1.0 Year(s) To 5.0 Year(s)
10.00 LPA TO 15.00 LPA
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 ...
2 Opening(s)
4.0 Year(s) To 5.0 Year(s)
4.80 LPA TO 6.00 LPA
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. ...
1 Opening(s)
3.0 Year(s) To 8.0 Year(s)
10.00 LPA TO 15.00 LPA
Job Overview
We are seeking a highly skilled Wealth Manager with experience in managing Ultra-HNI portfolios and exposure to handling ₹500 crore+ Assets Under Management (AUM). The role involves delivering bespoke investment strategies, maintaining strong client relationships, and ensuring long-term wealth creation for high-value clients.
Key Responsibilities
Manage and grow relationships with Ultra-HNI ...
1 Opening(s)
4.0 Year(s) To 7.0 Year(s)
6.00 LPA TO 7.00 LPA
Key Responsibilities:● Engage with clients and their families to understand their legacy aspirations, businesscontinuity goals, and succession preferences.● Develop customized estate and succession strategies, incorporating wills, trusts, familygovernance, nominations, and other planning tools.● Partner with internal teams, legal experts, and tax advisors to offer end-to-end estateplanning solutions.● Educate clients about ...
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):
...
2 Opening(s)
3.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 7.00 LPA
Business Development ManagerJob description:
Will be responsible for acquiring clients for US stocks trading through existing sales team and business partners.
Will be responsible for Training and educate the sales team, DSA, AP and business associates.
Will be responsible for acquiring HNI/Ultra HNI clients through sale of AIF, PMS, advisory account and insurance ...
2 Opening(s)
3.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 7.00 LPA
Business Development ManagerJob description:
Will be responsible for acquiring clients for US stocks trading through existing sales team and business partners.
Will be responsible for Training and educate the sales team, DSA, AP and business associates.
Will be responsible for acquiring HNI/Ultra HNI clients through sale of AIF, PMS, advisory account and insurance ...
1 Opening(s)
10.0 Year(s) To 12.0 Year(s)
15.00 LPA TO 18.00 LPA
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 ...
5 Opening(s)
1.0 Year(s) To 5.0 Year(s)
10.00 LPA TO 15.00 LPA
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 ...