242 Job openings found

Job Title: AM/DM/Manager – Branch Business  Department: Branch Business Reports to: (Direct) Group Head People Management Responsibility- Yes   Position Purpose : Driving business thru Team of RM/AM/SE/IS and helping the branch to achieve advisory product targets . Responsibilities • Will be responsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisee.• Will be responsible for achieving surplus through ...

Acquire, manage, and grow a portfolio of high-net-worth individual (HNI) clients Provide comprehensive wealth management solutions across investment products Advise clients on mutual funds, PMS, AIFs, insurance, bonds, and structured products Build long-term client relationships and ensure high levels of client satisfaction Drive revenue through client acquisition, cross-selling, and portfolio expansion Conduct regular portfolio reviews ...

  Acquire, manage, and grow a portfolio of high-net-worth individual (HNI) clients Provide comprehensive wealth management solutions across investment products Advise clients on mutual funds, PMS, AIFs, insurance, bonds, and structured products Build long-term client relationships and ensure high levels of client satisfaction Drive revenue through client acquisition, cross-selling, and portfolio expansion Conduct regular portfolio reviews ...

Deal with the HNI clients and sell ULIP products Recruit and train distributors - Organize and run recruitment events for distributors Continued training and motivating the team to drive ULIP business Attend joint field work and help the distributors whenever needed No need for IRDA or Mutual Fund exam. Direct empanelment.

Deal with the HNI clients and sell ULIP products Recruit and train distributors - Organize and run recruitment events for distributors Continued training and motivating the team to drive ULIP business Attend joint field work and help the distributors whenever needed No need for IRDA or Mutual Fund exam. Direct empanelment.

Handling Relationships & sourcing business from Family Offices, corporate treasury, Large IFAs managing Ultra HNI & Family offices, wealth advisors and Trusts including charitable and retiral. Achieving the Annual AUM / Net Sales Target of Location/ Regions Drive the Sales strategy keeping in sync with the Partners structure and thought process (Wealth-Bank ...

We are seeking a responsible and knowledgeable Branch Officer to manage branch operations for our stock broking unit at GIFT City (IFSCA). The ideal candidate must have good understanding of capital markets, trading operations, compliance frameworks, and client servicing within a broking environment.Key Responsibilities:• Identify and acquire new clients for ...

Role Overview We are seeking an experienced and dynamic Business Development Head to lead and expand the Business. The ideal candidate will have strong industry relationships, deep understanding of capital markets and proven experience in scaling LAS products within an NBFC or financial services environment. This role involves strategy building, business acquisition, channel management ...

Role Overview: Lead and expand the company’s sales presence in the Delhi region, specifically focused on distribution and sales of unlisted shares, pre‑IPO offerings, and mutual funds. Liaise between fund managers, high-net-worth clients, and institutional stakeholders.   Key Responsibilities Develop and execute regional sales strategies to drive growth in unlisted shares, pre‑IPO offerings, and ...

Strategy Analytical Skills Regulatory Approvals Market Research Sales Strategy Investing Management Companies Regulatory Requirements Key Responsibilities: Lead the end-to-end lifecycle of mutual fund products including ideation, design, regulatory approvals, launch, and performance tracking. Conduct in-depth market research, competitor benchmarking, and investor behavior analysis to identify product gaps and innovation opportunities. Ensure product alignment with investment philosophy, regulatory requirements, and investor suitability ...