16 Job openings found

Handling Relationships & sourcing business from Family Offices, corporate treasury, Large IFAs managing Ultra HNI & Family offices, wealth advisors and Trusts including charitable and retiral. Achieving the Annual AUM / Net Sales Target of Location/ Regions Drive the Sales strategy keeping in sync with the Partners structure and thought process (Wealth-Bank ...

We are having an urgent opening for the position of GM/AVP Head Investments for a reputed company(Anmol Industries) in the Noida location.   Job Description: Manage the investment arm and portfolio of family office and treasury of all businesses (Anmol Industries, Anmol Real Estate, Anmol Philanthropy and Anmol Family Office) of Anmol Group Design and implement investment strategies, ...

About the Role The Business Development Manager will be a pivotal player in the firm's expansion strategy. The role involves building a portfolio of HNW/UHNW clients by providing bespoke investment advisory and solutions. The position offers significant autonomy, direct impact on business growth, and the opportunity to work with a sophisticated ...

Executive Assistant – Partner’s Office(Location: Ahmedabad – Shapath V, S.G. Highway)Compensation: ₹8–9 LPA (based on experience)Reporting To: PartnersExperience: 5–8 years in execu2ve support or opera2ons coordina2on.Educa2on: Graduate (Commerce / Management preferred but not mandatory).Standard office hours 10:00 AM – 6:30 PM. Role OverviewWe are seeking a mature, structured and tech-savvy Executive ...

About the Role:We are a diversified family office and business group with interests spanning FMCG,manufacturing, renewable energy, engineering services, construction, and hospitality. Weare seeking a highly capable Manager / Senior Manager – Strategic Investments & Projectsto work closely with our promoters in identifying, evaluating, and driving new businessopportunities across multiple ...

Position Name: Operation Executive- Investments Total position: 1 Experience: 2-3 Years (Preferably Investment/Advisory/Wealth management) Qualification: Post-Graduation (Preferably MBA-Finance) CTC: 3 LPA to 3.60 LPA Location: HO Ahmedabad   Roles & Responsibilities   Managing entire lifecycle for each investment - onboarding, KYC, account setup, investor reports, etc. Manage daily investment operations for liquid funds (Process daily transactions including MF, PMS, etc), and managing capital calls, reporting, ...

Key Responsibilities:Opportunity Evaluation & Research• Conduct in-depth industry research across traditional and emerging/new-age industries,with emphasis on manufacturing and allied sectors.• Benchmark industry performance against domestic and international peers, includingpublicly listed companies.• Analyze market trends, regulatory developments, and technology shifts to identifypotential opportunities and risks.Business Case Development• Build high-level business cases, ...

Work experience : Minimum 1-2 years in Custody Sales (Preferable domestic custody – AIF , PMS, Family office, MF, Insurance)   Job description: New client acquisition of clients for domestic custody with focus on domestic clients and GIFT city structures Deep mining of the existing clients to see cross-selling opportunities Servicing of the clients with ...

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 ...

Qualifications: Engineering graduate or equivalent, MBA from a reputed institute Work Experience: Overall work experience of 5-7 years. Minimum work experience of 2-3 years with a reputed corporate or family office investments or a VC firmStrong financial and business analysis skills as demonstrated by prior experience including financial modellingCapable of understanding ...