1 Opening(s)
8.0 Year(s) To 13.0 Year(s)
20.00 LPA TO 25.00 LPA
• Coordinate and negotiate with third party product manufacturers for sourcing products and services. • Product kitty includes Mutual Funds, PMS, Structured Products, PE/VC Funds, Unlisted Securities and Fixed Income Products.• Initiate the process to become a channel partner/associate with all third party product providers.• Actively search new investment products ...
2 Opening(s)
5.0 Year(s) To 18.0 Year(s)
20.00 LPA TO 30.00 LPA
We are having openings for the position of VP /AVP- Merger and Acquisition/Equity Fund Raising- Mumbai (Bandra) with one of our clients in the Financial Industry in Mumbai (Bandra).
Key Responsibilities:
Investment Banking
To handle buy-side and sale-side mandate of unlisted and listed Corporate
Traveling and meeting the corporates and sourcing the mandates in PAN India and meeting ...
1 Opening(s)
10.0 Year(s) To 15.0 Year(s)
30.00 LPA TO 35.00 LPA
We have an urgent opening for the position of Vice President for a reputed Company at Mumbai (Bandra) Location.
Key Responsibilities :
Your services would include travelling and meeting the corporates and sourcing the mandates PAN India and meeting the investors and closing funds raising PAN India.
We have two sets of business model to follow:
A corporate ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 10.00 LPA
AUM Reconciliation: Ensuring accurate and timely reconciliation of AUM with inhouse system, demat account and fund houses, identifying discrepancies, and resolving any issues.
Brokerage Reconciliation: Performing regular reconciliations of brokerage and commission statements received from brokers, identifying discrepancies, and ensuring timely resolution.
Mutual Fund Transaction Processing: Accurately processing and recording mutual fund ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 8.00 LPA
Job Responsibilities:
Customer Profiling
Consultation related to wealth management
Client interaction
References from existing clients to acquire new clients
Updating clients on market
Giving the proper information to clients of a transaction at a specific interval.
Strive towards achieving an individual goal and thereby the branch and organizational goals.
Desired Candidate Profile
Should have good knowledge of the Mutual ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
Not Disclosed by Recruiter
Job Responsibilities:
Customer Profiling
Client interaction
References from existing clients to acquire new clients
Updating clients on market
Giving the proper information to clients of a transaction at a specific interval.
Strive towards achieving an individual goal and thereby the branch and organizational goals.
Desired Candidate Profile
Should have good knowledge of the Mutual Fund Industry
Should be well-versed ...
1 Opening(s)
2.0 Year(s) To 7.0 Year(s)
3.00 LPA TO 3.60 LPA
Position Name:
Operation Executive- Investments
Total position: 1
Experience: 2-3 Years (Preferably Investment/Advisory/Wealth management)
Qualification: Post-Graduation (Preferably MBA-Finance)
CTC: 3 LPA to 3.60 LPA
Location: HO Ahmedabad
Roles & Responsibilities
Managing entire lifecycle for each investment - onboarding, KYC, account setup, investor reports, etc.
Manage daily investment operations for liquid funds (Process daily transactions including MF, PMS, etc), and managing capital calls, reporting, ...
17 Opening(s)
1.0 Year(s) To 5.0 Year(s)
2.00 LPA TO 7.00 LPA
Primary Location
India Region-India-Telangana-Hyderabad
Shift
Day Job
Job Level
Professional
Employee Status
Full Time Employee
Description
TL|TM
Qualification:
Education,Minimum Bachelors degree or quivalent practicalexperience Required
Responsibility:
Stakeholder,Business Management
Effectively address client queries with timeliness and accuracy.
Understand client requirements and ensure effect business delivery is achieved.
Provide relevant client specific statements and information as per the requests received.
Liaise with a set of extremely sensitive clients,internal groups,agent ...
1 Opening(s)
4.0 Year(s) To 6.0 Year(s)
5.00 LPA TO 7.00 LPA
Qualification: B.Com, M.comExperience: 4+ yrs of experience in Bank Reconciliation, Banking, Treasury, Cash flows, Fund raising, Bank Accounts, interest on Loans / Deposits.Reporting to: Manager Accounts
Purpose:Daily Banking and Treasury related activities including Bank Reconciliations on a periodic basis.Bank Accounts activation with necessary communication with bankers.Verification of Interest on various Loans ...
1 Opening(s)
0.5 Year(s) To 5.0 Year(s)
0.00 LPA TO 3.00 LPA
Company Name :- VENTURA RESEARCHCompany Website :- http://venturareseach.in
Job description
Promote Mutual Fund and Corporate FD product lines to Retail and HNI clients.Generate leads and acquire clients through referrals to expand clientele.Achieve sales and revenue targets by upselling Mutual Fund products and enhancing client relationships.Provide personalized investment plans and financial advice to ...