2 Opening(s)
3.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 10.00 LPA
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 ...
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
0.00 LPA TO 0.00 LPA
Description:
We have an urgent opening for the position of Investment Advisor for a Reputed CA Firm at Mumbai (Ghatkopar).
Job Description:
Please find the details for the same:
Position: Investment Advisor
Salary: As per Industry norms
Qualification: MBA Finance/Insurance, CFP (Certified Financial Planner)
Office Timings: 9.30 AM to 6:30 PM
Weekly Off- Sunday
Skills Required:
Knowledge/Experience in LIC
PMS
Experience on V.M.Pro Software
Good English Communication.
Smart and Presentable.
CFP(Certified Financial Planner)
Job ...
1 Opening(s)
7.0 Year(s) To 13.0 Year(s)
0.00 LPA TO 0.00 LPA
Job Function:
Preparing of Management reports & monthly final accounts
Working independently with Business units in India & Outside India for TMBS & Tech M assignments
Independently preparing annual budgets
Monthly Rolling and Quarterly Forecasts
Preparing of key business indicators
Revenue & capital commitment
Reconciliation of financial & management accounts
Preparation of "what if analysis"
Evaluation of performance of ...
1 Opening(s)
10.0 Year(s) To 12.0 Year(s)
15.00 LPA TO 18.00 LPA
Job Description:
Position Overview:We are looking for an experienced Senior Mutual Fund Distributor who has in-depth knowledge ofthe mutual fund industry, experience in managing client portfolios, and the ambition to eventuallystart their own broking firm. The ideal candidate will play a crucial role in building our firm,managing client relationships, and contributing ...
2 Opening(s)
4.0 Year(s) To 5.0 Year(s)
4.80 LPA TO 6.00 LPA
Description:
We have an urgent opening for the position of Senior Manager for a reputed company at the Ghatkopar location.
Responsibilities:
Revenue Management: Responsible for ensuring the revenue targets through Online and digital marketing is achieved, shared responsibility of overall MF revenue targets
Responsible for analyzing internal and external trends in the Mutual Funds industry & provide recommendations. ...
1 Opening(s)
5.0 Year(s) To 7.0 Year(s)
5.00 LPA TO 6.00 LPA
We have an urgent opening for the position of Investment Manager for a leading Company for the Ghatkopar location.
Job Description:
Position: Investment Manager
Salary: Upto 50k
Experience: 5 to 7 years
Qualification: MBA Finance/Insurance, CFP (Certified Financial Planner)
Office Timings: 9.30 AM to 6:30 PM
Weekly Off- Sunday
Skills Required:
Knowledge in investment advisory.
Wealth management consultation.
Generating Lead
Meeting Clients
Selling Investment-related services
Good English Communication.
Smart and ...
2 Opening(s)
4.0 Year(s) To 10.0 Year(s)
5.00 LPA TO 10.00 LPA
Preferred Certified Financial Planner
Diff between IS & Trader IS: Trader IS is for Super Trader segment & they will be assigned few branches to support Super Trader RMs.
Super Trader IS don't have any client DPMS mapping they would be assigned few branches and their key responsibility is to drive cross sell ...