67 Job openings found

Job Title: Wealth Manager Location: [Insert Location] Job Type: [Full-time/Part-time/Contract] Department: Wealth Management / Financial Advisory Reports To: [Director of Wealth Management / Senior Partner / CEO] Job Summary We are seeking a highly skilled and client-focused Wealth Manager to join our team. In this role, you will be responsible for providing high-net-worth ...

Project Management, Business Development in Corporate Finance/Merchant Banking and Project Execution in the Corporate Finance Team. Intermediate to Expert Level Knowledge in the fields of Debt Syndication from Banks and Financial Institutions, Process need and manner of conducting a Techno Economic Viability Study of Companies on behalf of Banks and Financial ...

Responsibilities: Advising clients on financial products and services. Managing investments. Conducting planning services. Providing tax planning services. Providing estate planning services Degree in finance, economics, management, or related field. Previous experience in financial services. Must be analytical. Able to understand complex information. Strong mathematical skills. Confidence. Good presentation skills Wealth Manager Job Description We are looking for a wealth manager to be responsible for ...

Oversee the duties of the accounting team & implement accounting systems and processes. Prepare and analyse financial statements, including balance sheets, income statements, and cash flow statements. Conduct internal and external audits to ensure compliance with financial regulations and standards. Also, should place audit systems for other manufacturing departments as well. Ensure compliance ...

  Look from PAN India, look only from investment type of companies , not from corporate, CA Not preferred  Managing Public Issue of Securities Underwriting connected with the aforesaid Public Issue Management Business Managing/advising on International Offerings of Debt/Equity i.e., GDR, ADR, bonds and other instruments Private Placement Securities Corporate Advisory Services related to Securities ...

A Chartered Accountant (CA) is a qualified financial professional responsible for auditing financial statements, managing corporate taxation, and providing strategic financial advice. They ensure accuracy, compliance with legal standards, and improve business efficiency through bookkeeping, risk management, and tax planning. CAs work across diverse sectors including corporate, government, and private ...

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 ...

Job Title: Business Development ManagerLocation: Mumbai (Andheri)Position Overview We are seeking an enthusiastic Business Development Manager with an MBA in Finance/Marketing to join our dynamic team. The ideal candidate will bring 2-5 years of industry experience with a background in Investment Banking, Startups, or relationship management. You will play a pivotal role in driving ...

Industry: Financial Services (Mutual Fund Distribution)Department: Marketing Job Summary:We are seeking a results-driven Digital Marketing Executive with a passion for financial services to support our mutual fund distribution business. The ideal candidate will assist in planning, executing, and optimizing digital campaigns aimed at increasing investor awareness, lead generation, and client engagement. ...

Key Responsibilities:* Manage client interactions and communications effectively.* Handle mutual fund account openings, KYC processes, and other related documentation.* Coordinate with mutual fund companies, insurance providers, and financial partners regarding ongoing investments.* Track internal documents, maintain data records, and follow up with respective parties.* Manage basic social media platforms for ...