57 Job openings found

We are seeking lead analysts from domestic sector who are working in  Infrastructure and Cements   DESIGNATION Institutional Equities - Analyst EXPERIENCE RANGE More than 3 years of experience with in-depth knowledge of the any one sector or Working as an associate minimum 5 years CRITICAL EXPERIENCE Equity Research experience is mandatory  ESSENTIAL QUALIFICATIONS MBA (Finance) from premier institutes LOCATION Mumbai ...

Relevant work experience: 10-15 years Education B.s.c or M.S.C in economics and CFA Location - Kolkata (HO) Willingness to commit for a minimum of three years Profile –1) The role involves identifying new investment opportunities and managing existing investments in the listed equities space.2)Strong track record with investments in sectors under coverage consistently contributing ...

Job OverviewThe RMS Manager will play a critical role in overseeing and managing the Risk ManagementSystem for a leading, publicly listed broking firm. This individual must be highly skilled inrisk analysis and mitigation, with particular expertise in using ODIN and Greek softwaresystems. The RMS Manager will ensure compliance with regulatory ...

Designation: Client Relationship Executive – Investment Services Location: Morbi Posts Work Profile: client meeting and selling of investment products. Salary:- + Incentive Experience: 1 to 2 years & fresher can also apply. Education: Graduate min. Working hours: 09:00 to 07:00 & 1hr Lunch break Monday to Friday & Half Day for Saturday. ...

Designation: Client Relationship Executive – Investment Services Location: Rajkot Posts Work Profile: client meeting and selling of investment products. Salary:- + Incentive Experience: 1 to 2 years & fresher can also apply. Education: Graduate min. Working hours: 09:00 to 07:00 & 1hr Lunch break Monday to Friday & Half Day for ...

Client Relationship ManagementBuild and maintain strong relationships with clients, understanding their investment needs,financial goals, and risk tolerance.Act as a primary point of contact for clients, ensuring a high level of customer satisfactionand timely communication.Handle inquiries related to portfolio management, transactions, market trends, and newinvestment opportunities. Sales and Business DevelopmentIdentify and pursue ...

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 ...

The incumbent must be presentable and have knowledge and exposure to financial markets and products, as well as be up-to-date on developments, market news, financial trends, and current affairs. List of Products : Broking, AUM based products, PMS, AIF, Bonds, Unlisted, Insurance 1. Achieve customer acquisition targets for Retail customers Generate new leads ...

Job Description   About the role In charge of acquiring new clients and establishing and nurturing relationships with Ultra High Net Worth Individuals, Wealth Managers, Family offices and Financial Institutions. Responsible for creating and executing comprehensive plans that encompass wealth generation, wealth safeguarding, and wealth augmentation. This involves conducting a thorough analysis of the ...

Job Title: Relationship Manager - Private Wealth Management Job Overview: As a Relationship Manager in the Private Wealth Management industry, your primary responsibility is to cultivate and maintain strong relationships with high-net-worth clients. You will be tasked with understanding clients' financial goals, providing expert advice, and delivering customized wealth management solutions ...