449 Job openings found

RM – Retail Sales (Delhi, IFA) Relationship Manager – Retail SalesPosition Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.Principal Accountabilities:Generating Business Contribute to sustained growth in sales through initiatives targeted ...

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 ...

Job Description for Client Services Officer - Chennai Key Responsibilities: Acceptance and scrutiny of financial and non-financial transaction over the counter. Addressing queries of walk-in investors and distributors. Time-stamping applications and ensuring necessary system entries and dispatch to RTA local branch Coordinate with RTA branches which are part of the corresponding Zone and with ...

Job Summary:We are looking for a highly organized and detail-oriented Account Executive to join ourbroking firm. The ideal candidate will assist in managing and reconciling financial accountsrelated to the trading of listed company stocks, ensuring compliance with regulatorystandards, and providing essential support to brokers and clients. Key Responsibilities: Funds Paying & ...

A Chartered Accountant (CA) plays a crucial role in various financial activities, including Initial PublicOfferings (IPOs), due diligence, and fund-raising activities. Here & an overview of the job descriptionfor a Chartered Accountant in these segments: IPO (Initial Public Offering): Financial Reporting and Compliance: Ensure that the company's financial statements comply withregulatory requirements ...

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 / ...

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 ...

Experience: -* Min 5 to 10 years of Exp (Must Have)* Min 2-3 years of exp with Real Estate Clients)* 3+ years with the same Company is Must. (Fund Raising, Compliances, GST, TDS, Taxation, CA) Key Skills• Proactive and enthusiastic candidate is preferred• Must have problem solving attitude• Knowledge of TDS, ...