32 Job openings found

Job Description- Nurture and manage end to end customer relationship by fulfilling all their banking needsthrough wealth solutions provided by IDFC solution- Provide a seamless banking experience from a product and interpersonal point of view- Achieve organizational objectives of high customer satisfaction scores- Acquire Customers through natural market, open market ...

1- JOB DESCRIPTION :- Sr. Team Manager / Team Leader Responsible For Heading and Running Team. Handling a team of RM, Sales Manager,Team leads, and Equity Dealer. Strategizing and promoting business development initiatives in the region. Responsible for managing and developing new branches across Gujarat region. Assisting clients with regards to ...

JOB DESCRIPTION :- Sr. Team Manager / Team Leader Responsible For Heading and Running Team. Handling a team of RM, Sales Manager,Team leads, and Equity Dealer. Strategizing and promoting business development initiatives in the region. Responsible for managing and developing new branches across Gujarat region. Assisting clients with regards to their ...

Familiarity and good understanding of investment products such as Mutual Funds, PMS, Bank & Corporate deposits, Government Securities, Corporate Bonds, Equities, Insurance and real estate etc. Acquisition and handling a group of HNI (High Net Worth Exclusive) and UHNIs Clients. Responsible for selling various Third-Party Products. Must have had prior experience of sourcing ...

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 ...

 Responsibility of Wealth Management Advisory. Selling products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, FDs, Structured products etc. Provide customized solutions to the clients by evaluating their risk assessment and financial needs. Acquisitions of new clients and re-activation of existing clients by selling wealth management products. Ensuring customer satisfaction by customized and efficient ...

Responsibilities of an equity dealer: Market Analysis: Monitoring financial markets, analyzing trends, and staying informed about economic indicators and corporate developments that may impact stock prices. Client Communication: Interacting with clients to understand their investment objectives, risk tolerance, and preferences, and providing recommendations on suitable investment opportunities. Trade Execution: Executing buy and sell ...

DEPARTMENT: Operations and Services JOB TITLE: Executive or Sr Executive – Client Servicing Experience: 1-4 years or more REPORTS TO: Sr Manager Operations COMPENSATION RANGE: Based on Experience and Suitability Job Responsibilities: The primary responsibility of this position is supporting Relationship Managers and providing excellent customer service. Key Responsibilities – 1. Being the one-point contact ...

DEPARTMENT: Ideation – Fixed Income JOB TITLE: Depending Upon Profile: 3-10 years Qualification : Post Graduate / Masters REPORTS TO: Head – Ideation / CIO COMPENSATION RANGE: Flexible based on skills sets and previous experience of the candidate. Responsibilities:   Generate investment ideas and prepare proposals for Analyze Fixed Income Mutual Funds, Bonds, AIFs, Track PMS Universe, Index ...

JOB DESCRIPTION The Day Trader would be responsible for actively trading in capital market for the company, by studying market trends, charts and news. They would have to understand the dynamic investment needs, risk appetite and long-term strategies to manage the portfolio accordingly. The Day Trader would be trading as per ...