43 Job openings found

JD For RM- WealthClient Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate ...

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 ...