481 Job openings found

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 ...

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, ...

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 ...

Designation – Fund Accounting  Qualification – Any graduate Location - Andheri, Marol Work Timing - 09:30 am - 06:30 pm Working days - Monday to Saturday Experience - Min 2 Years Salary – Best in industry Payroll Company - Talisman HR Solution Note: This role will be on third party payroll Key responsibilities: Recording of Accounting entries in accounting system Preparation & Accounting of Capital Activity in compliance with ...

Qualification: CA Inter / CFA / MBA (Finance) or equivalent qualification.Experience: 4 to 8 years of experience in treasury, fundraising, or corporate finance.Preferred Industry: Real estate, banking or financial services.Work location: near Chandani chowk on Pirangut road in Pune Key Skills & Competencies:Strong knowledge of fundraising, treasury operations, and banking relationships.Excellent ...

Role Details: Designation: VP Digital Sales LeadRole type: People ManagerDepartment: DigitalReporting to: Director AND Head- DigitalLocation: Mumbai HO Your Role (summary): Lead Digital Sales and Business Development This role will be responsible for 1. Focus on Digital Sales growth in the form of new SIP, New Customer Acquisition, AUM and related KPIs2. Drive all the ...

Description:   Essential Duties and Responsibilities:   1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.    2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products ...

Essential Duties and Responsibilities:   1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.    2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products ...

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 ...

ob Profile: Full Stack Java Developer Functional Area: IT Software – Application Programming, Maintenance Industry (Domain)Type: Mutual Fund, Insurance, Exchange Transaction Job Location: Mumbai (Client Location) Employment Type: Full Time, Permanent (Hybrid) Work Timing: As per client policy Work Days: 6 days a week(It may differ as per client policy) Education: Any Graduate / ...