745 Job openings found

Company is based out of Kolkata, is a leading Stock Broking and Wealth Management firm offering full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India. Role Overview We ...

  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 ...

Job Summary:We are looking for a dynamic and result-oriented Branch Manager to lead our stock broking branch. Therole requires strong leadership skills, a solid understanding of the capital markets and the ability to drivebusiness through client acquisition, team management and operational excellence. Key Responsibilities: Lead, manage and grow the branch's retail ...

Function/Department: Rural Banking     Job Purpose: To deliver a high-quality client service and customer retention. Enhance product sales and new client acquisition. Roles & Responsibilities: Identifying New Markets, must work towards attracting new customers and generating leads through local activities like organizing canopy activities/leaflet distribution/cold calling and etc. To service, the leads referred by sales front/cross/selling or ...

Job Purpose: To deliver a high-quality client service and customer retention. Enhance product sales and new client acquisition. Roles & Responsibilities: Identifying New Markets, must work towards attracting new customers and generating leads through local activities like organizing canopy activities/leaflet distribution/cold calling, etc. To service, the leads are referred by sales front/cross/selling or other ...

Key Responsibilities:• Month-end closing and finalization.• Preparation/review of balance sheet reconciliation.• Year-end closing and finalization of books.• Quarterly 941 reconciliations.• Working on US team/client queries concerning financial statements and providing solutions.• Managing the client calls.• Review of sales tax return/CRT/TPT/8027/prompt tax and other county tax returns.• Assisting audit team in ...

Job Title:L&D Head – Stock Market Training & Client Acquisition (NISM Certified)Location:Mumbai/KolkataExperience:Minimum 5 Years in Learning & Development (Finance/Stock Market Domain)Industry:Finance | EdTech | Stock Market Training | Brokerage______Job Overview:We are hiring a seasoned L&D Head with strong expertise in the Indian Stock Market and a proven track record in ...

We are seeking a detail-oriented and experienced Senior Accountant / Finance Lead to manage financial reporting, tax compliance, month-end closures, and client coordination. The ideal candidate will have a strong grasp of accounting principles, financial analysis, and team management. This role requires effective communication, problem-solving skills, and the ability to ...

Client management: Understanding clients' businesses, cash flows, and trade-related activities to identify opportunities and grow client relationships      Working capital solutions: Providing working capital solutions to clients, such as cash credit, demand loans, buyers credit, LC, and BG      Product customization: Customizing products to meet client requirements      Portfolio growth: Increasing the book size and profitability of the assigned portfolio      Client ...

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 ...