241 Job openings found

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 ...

Job Title: Business Support Executive – Wealth ManagementJob Summary:We are looking for a proactive and organized Business Support Executive to support our WealthManagement team. The ideal candidate will have experience in coordinating with business partners andHNI clients, managing backend processes, and ensuring seamless communication across internal andexternal stakeholders. Key Responsibilities:• Act ...

Job Role- Advisor Location - Pune, Ludhiana, Ahmedabad Pune-2 opening Ludhiana, Ahmedabad-1 opening Age Bracket-32-44 years- pune , Ludhiana 32-44 years- Ahmedabad   Mandatory Requirements:1. Proficiency in English & Regional language is preferred (Not Mandatory)2. Sales Experience (Inside sales, B2C, concept selling, HNI sales) 3. Male Candidates 4. Strong communication and interpersonal skills.

Key Responsibilities: Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalized financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending ...

We are looking for a skilled and experienced Options Dealer to join our dynamic dealing desk in Mumbai. The ideal candidate will have strong knowledge of equity and derivatives market, proven experience in Options Trading, and the ability to manage HNI and UNI clients efficiently. A valid NISM Series VIII ...

Key Responsibilities: Client Relationship Management: Develop and maintain strong relationships with HNWIs. Act as the primary point of contact for clients, addressing their financial needs and concerns. Conduct regular reviews of client portfolios to ensure alignment with their financial goals. Financial Planning and Advisory: Provide comprehensive financial planning services, including investment, retirement, tax, and estate planning. Offer ...

Role & responsibilities   Job description for branch Manager Role & responsibilities   1. Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch. 2. Responsible to manage a team of Relationship Managers and drive client acquisition target primarily through the sale of equity-based ...

Job Description: Private Banker / Partner – First Private Key Responsibilities: Client Acquisition & Relationship Management: Identify and onboard HNI and UHNI clients, nurturing long-term relationships to fulfill their comprehensive banking needs. LinkedIn+1LinkedIn+1 Wealth Advisory: Provide personalized financial advice, leveraging the bank's suite of wealth solutions, including investments, insurance, and estate planning. idfcfirstbank Product ...