159 Job openings found

  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 ...

We are hiring a Junior Sales Manager – Residential in Ahmedabad.Position: Junior Sales Manager – ResidentialLocation: Gota, AhmedabadSalary: Up to 5,40 LPA per annum (commensurate with experience) Key Responsibilities: Sales Support and Client Engagement• Assist in generating leads through networking, client referrals, and digital platforms.• Engage with potential customers, providing detailed information about ...

We are looking for a proactive and result-driven Relationship Manager to drive client acquisition and retention for a range of financial products. The role requires strong networking capabilities, client advisory skills, and the ability to generate business through fieldwork, references, and cold calling. Lead Generation:Identify and onboard potential clients through cold calling, ...

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 ...

Position Overview: We are seeking a proactive and organized Administrative Assistant to support our team. The ideal candidate will be responsible for managing appointments, handling client interactions, performing basic research, and assisting with promotional activities. Key Responsibilities: Schedule Management: Maintain and manage the appointments and schedules of directors. Ensure timely coordination and reminders for ...

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 ...

 Role: Wealth Manager (Retail & HNI)  Job Location: Kolkata/Guwahati/ Siliguri/Ranchi/Dhanbad/Patna/Rourkela/Kanpur/Lucknow/Banaras /Raipur Compensation: Best in the industry About Us: With over 31 years of trust and industry expertise, company is a SEBI-registered stockbroker and a proud member of all major Indian exchanges, including NSE, BSE, MCX, NCDEX, and MSEI. We are also registered ...

  Product features explanations person   BCOM education   Account Manager: this time the preference is for people with finance related domain knowledge. Please who have completed their CFP / CFA and with atleast 2 years of experience. Good communication skills and self-driven personality. Designation: Account Manager- Client ServiceJob Description:• This is a customer facing role. ...

 We are a growing Payroll and HR Outsourcing firm serving clients across various industries. Our services include end-to-end payroll processing, statutory compliance, onboarding, offboarding, HR documentation, employee grievance handling, and more. We act as an extended HR arm for our clients, ensuring smooth people operations while they focus on business ...

Role: Software implementation and ongoing data management service Job Description: Assisting the US clients with on-boarding data across investment vehicles and Accounting (Initial and on-going) Prioritizing projects across clients, investment accounts, data entry and reconciliation, etc. Coordinating periodic reviews with clients to ensure sanity of database Working with clients (wealth owners, accountants and CA’s) on ...