23 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 ...

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 ...

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 ...

Key Highlights:• 3 decades of experience in Financial Markets• SEBI registered Category I Merchant Banker• Association & Membership of NSE, BSE, BSE WDM, MCX, NCDEX, MCX-SX, CDSL• Access to Majority International Exchanges• Pan India Presence (Headquartered in Ahmedabad and Branch Offices in 8 Cities)• Team of 250+ professionals (CA, CFA, ...

Reports to(Position): Vice President AND Zonal Head – Institutional Sales Business Unit: Institutional Sales Location: Mumbai Position Purpose: • To establish local resource for managing existing and new client relationships • To work closely with distributors to enhance reach in the region Principal Accountabilities: Handling institutional and family office clients Ability to liaison with MSMEs and Large size ...

Role OverviewThe AVP/DVP – Private Client Group (PCG) will be responsible for leading and scaling companys’ high-net-worth(HNI) and ultra-high-net-worth (UHNI) client business. The role will drive client acquisition, relationshipmanagement, revenue growth, team performance, and overall strategy for the PCG vertical.This is a senior leadership role requiring strong market credibility, relationship ...

RoleThe Corporate Finance Manager will support Corporate Finance Partner and manageclient engagements across mergers, acquisitions, divestitures, and strategictransactions. The role focuses on advising clients throughout the deal lifecycle—fromstrategy and target screening to due diligence, valuation, and post-merger integration—while managing teams, client relationships, and contributing to business development. Key Responsibilities• Manage M&A ...

Key Responsibilities :Investor Acquistion and Relationship Management : Build, nurture, and own long-term relationships with HNIs, Ultra-HNIs, Family Offices, NRIs, and small institutional investors. Identify investors who actively allocate to Real Estate AIFs, Private Credit, Pre-leased Commercial Assets, Fractional Ownership, and Redevelopment Strategies Fund  Representation : Represent 8–12 curated Real Estate AIFs at any ...