3 Opening(s)
4.0 Year(s) To 10.0 Year(s)
4.00 LPA TO 8.00 LPA
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 ...
1 Opening(s)
0 To 3.0 Year(s)
1.20 LPA TO 1.80 LPA
A Sales Executive's primary role is to drive revenue growth by selling a company's products or services, often acting as the primary point of contact for clients. They are responsible for identifying potential customers, building relationships, negotiating deals, and ensuring customer satisfaction. Sales executives also contribute to sales strategy, market analysis, and team ...
1 Opening(s)
4.0 Year(s) To 5.0 Year(s)
3.60 LPA TO 4.20 LPA
Position: Account Executive
Location: Pune
Experience: 4 - 5 Years
Industries: Automobile
Responsibilities:
Account Maintenance:
Managing & take care of core accounting process
Manage and oversee client accounts, ensuring accurate and timely processing of financial transactions
Monitor account activity and proactively address ...
1 Opening(s)
3.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 6.00 LPA
A lawyer, also known as an attorney or counsel, provides legal advice and representation to individuals, businesses, or government agencies. They advise clients, research legal issues, draft legal documents, and represent clients in court or other legal proceedings. Lawyers specialize in various areas of law, such as corporate law, family law, or criminal law, and their specific duties ...
1 Opening(s)
4.0 Year(s) To 8.0 Year(s)
Not Disclosed by Recruiter
Roles and Responsibilities:
Working closely with the sales team on proposals and pitches for business.
Attending meetings with business development managers and acting as a technical expert.
Manage the entire proposal life-cycle which will include scope finalization, solution review, commercials, and proposal submission.
Working closely and collaboratively with clients to devise effective solutions.
Ensuring that ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
Not Disclosed by Recruiter
Key Responsibilities:
Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences.
Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.
Developing personalized financial plans and investment strategies aligned with client's objectives and risk profiles.
Recommending ...
5 Opening(s)
8.0 Year(s) To 20.0 Year(s)
19.00 LPA TO 22.00 LPA
Role/Job Title: Investment Portfolio Counsellor
Department: Wealth Management > Sales > Private Banking Group
Job Purpose:
IDFC FIRST Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor. As a leading financial institution, we are committed to providing our clients with the best investment solutions and services. We are looking for a dynamic individual who ...
15 Opening(s)
4.0 Year(s) To 10.0 Year(s)
20.00 LPA TO 40.00 LPA
Key Responsibilities:
Client Relationship Management:
Develop and maintain strong relationships with HNWIs.
Act as the primary point of contact for clients, addressing their financial needs and concerns.
Conduct regular reviews of client portfolios to ensure alignment with their financial goals.
Financial Planning and Advisory:
Provide comprehensive financial planning services, including investment, retirement, tax, and estate planning.
Offer ...
14 Opening(s)
0.6 Year(s) To 5.0 Year(s)
3.00 LPA TO 6.00 LPA
Job Title: assistant manager/manager - International Sales Job Type: Full-time
Shift Time: 7:30 pm - 4:30 am Reports To: Director
Gender : Male
Company Overview: We have been helping transportation companies of all sizes to get the right Insurance for their business in various states of USA. We provide sound advice to transportation companies for ...
7 Opening(s)
5.0 Year(s) To 10.0 Year(s)
25.00 LPA TO 45.00 LPA
Job Description: Private Banker / Partner – First Private
Key Responsibilities:
Client Acquisition & Relationship Management: Identify and onboard HNI and UHNI clients, nurturing long-term relationships to fulfill their comprehensive banking needs. LinkedIn+1LinkedIn+1
Wealth Advisory: Provide personalized financial advice, leveraging the bank's suite of wealth solutions, including investments, insurance, and estate planning. idfcfirstbank
Product ...