36 Job openings found

POSITION: AVP - Institutional Sales Business Unit: Institutional Sales Location: New Delhi Principal Accountabilities:   This role will do a lot of work with Family offices so we need a wealth profile here instead of institutional sales profile. Someone with banking relationships/ wealth advisory  for Family offices. You Will Be Responsible For: Handling  Family offices Clients Liaising for wealth advisory  for Family offices. Responsible ...

Position: Sales / Dealing Manager – HNI & Family Office Location: KolkataExperience: 5+ YearsIndustry: Stock Broking / Wealth Management / Financial ServicesClient Segment: HNI / UHNI Clients & Family Offices About the Role We are looking for an experienced Sales / Dealing Manager for a leading broking firm in Kolkata, with a strong ...

DESIGNATION Vice President – AIF REPORTING TO Senior Vice President & Head – Alternate Investment Fund (AIF) EXPERIENCE  15+ years of experience in Alternative Investments, Private Equity, Venture Capital, Private Credit, Asset Management, or Investment Banking, with at least 7–10 years directly involved in fundraising, investor relations, orcapital formation. Demonstrated understanding of investment transactions ...

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 ...

Job Description• Interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to gauge their investmentinterests into fixed income product.• Oversee the marketing process as well as broader company marketing efforts, including creating investor materials,hosting webinars, and organizing investor events.• Develop and manage relationships with current and potential investors.• Collaborate ...

Chartered Accountants Job Overview: As we expand our vision, we’re building a team of sharp thinkers, trusted advisors, and execution-focused professionals who can operate across sectors and strategies with integrity, discretion, and foresight. We are seeking experienced and discreet Chartered Accountants with a strong background in: Key Responsibilities: Income Tax Advisory & Compliance Expert Knowledge of ...

Present Role – Investor Relations Manager-Main Board and SME IPOs and Wealth Management.Location: Lower Parel, Mumbai. Experience: 3 to 5 years Salary Range: 6 to 10 LPAMale candidate preferred Reporting to –DirectorCompany Brief: We are SEBI Registered CAT-1 Merchant Bankers and have diversified infinancial advisory services like Debt Syndication, Wealth Management, Financial Valuations, ...

Job Description — Chief Investment Officer (CIO) Company: Design First Position: Chief Investment Officer (CIO) Location: [Location] Reporting To: Founder / Managing Director Role Overview Design First is looking for an experienced Chief Investment Officer (CIO) to lead the company's fundraising, investment strategy, capital deployment, and portfolio management. The CIO will play a ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...