117 Job openings found

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 ...

Client Relationship ManagementBuild and maintain strong relationships with clients, understanding their investment needs,financial goals, and risk tolerance.Act as a primary point of contact for clients, ensuring a high level of customer satisfactionand timely communication.Handle inquiries related to portfolio management, transactions, market trends, and newinvestment opportunities. Sales and Business DevelopmentIdentify and pursue ...

Description:   Job Role:He would be responsible for the overall branch business and operations. His primary responsibility is businessdevelopment and needs to add more IFA / Business partners, to activate and motivate the existing partners for business.Also to do various activities to generate leads for recruitment of new partners. He needs to ...

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 ...

Job Title: DM Department: PDDReports to: PDD Experience: Experience of 4-5 years in financial markets/IT industry would be desirable.Required Qualification: Minimum graduate Preferred Qualification: Post-Graduation in Finance –Preferably MBA Skill, Knowledge & Trainings: Skills The incumbent must demonstrate the following skills: Interpersonal skills Communication/drafting skills Familiarity with working in a highly computerized environment Knowledge Experience in preparing BRS or Functional Specifications, ...

Job Role:He would be responsible for the overall branch business and operations. His primary responsibility is businessdevelopment and needs to add more IFA / Business partners, to activate and motivate the existing partners for business.Also to do various activities to generate leads for recruitment of new partners. He needs to ...

Description:   Job Role:He would be responsible for the overall branch business and operations. His primary responsibility is businessdevelopment and needs to add more IFA / Business partners, to activate and motivate the existing partners for business.Also to do various activities to generate leads for recruitment of new partners. He needs to ...

  Job Summary: Join our fintech call center team as a Customer Support Executive. Help clients navigate financial products and services, deliver exceptional customer service, and resolve inquiries efficiently. Key Responsibilities: Client Interaction: Handle calls professionally. Assist with financial inquiries.  Strong communication skills with the ability to communicate effectively with internal and  external contacts Issue Resolution: Investigate and resolve concerns. Ensure compliance and security. Documentation and Training: Maintain records. Stay updated on products. Qualifications: Bachelor's degree preferred. Customer ...

Roles and responsibilities  High Level of Target Orientation of accomplishing Daily/Monthly target independently Should have good communication skills and basic hands-on on computer knowledge. Must be able to cope up with the company's rapidly improving environment Should be prepared and Insightful Ensuring No Unethical practices in the processes Good understanding and adherence of Quality metrics and ...