258 Job openings found

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share.  Identifying prospective clients & ...

Job Description Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf. Building relationships with the client & educating them about Investments. Responsible for achieving brokerage. New Client Acquisition Executing Trades Orders Key Requirements Minimum 2-3 Years experience is Mandatory Currently managing or interested in Client Acquisition (sales) Below 40 years of age NISM 8 certification ...

JOB DESCRIPTION: Responsible for providing accurate analysis for new and existing clients as well as handling all sales administration including pricing, query handling, internal documentation and build strong relationships with the operations team to ensure the smooth running of all client accounts. KEY RESPONSIBILITIES INCLUDE: Identify client needs and provide them with ...

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 ...

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 ...

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 ...