1 Opening(s)
2.0 Year(s) To 6.0 Year(s)
6.00 LPA TO 7.00 LPA
POSITION :BUSINESS MANAGER-WEALTH
OVERVIEW
We are seeking an experienced and client-focused Business Manager into wealth wing to join our growing team. As a Business Manager, you will be responsible for building strong relationships with high-net-worth individuals (HNIs) and affluent clients, understanding their financial goals, and offering customized investment solutions. This role demands ...
1 Opening(s)
2.0 Year(s) To 3.0 Year(s)
3.00 LPA TO 4.00 LPA
A Chartered Accountant (CA) Intern supports audit, tax, and advisory teams by performing bookkeeping, bank reconciliations, and data entry in software like Tally Prime. Responsibilities include assisting with statutory/internal audits, filing GST/TDS returns, and preparing financial statements. The role requires strong attention to detail, knowledge of accounting principles, and proficiency in ...
1 Opening(s)
12.0 Year(s) To 17.0 Year(s)
42.00 LPA TO 45.00 LPA
Role Overview
The incumbent will act as the legal advisor for US and India operations, providing strategic and hands-on legal leadership across US and India jurisdictions. The role demands independent ownership, strong exposure to US contracts, vendor management, taxation, compliance, and SLA governance, while partnering closely with global stakeholders, leadership teams, and external counsels.
This is a high-impact ...
1 Opening(s)
5.0 Year(s) To 15.0 Year(s)
20.00 LPA TO 35.00 LPA
Location: Mumbai, India
Department: Compliance
Reports To: Senior Vice President – Compliance Assurance
Role Purpose
To lead and execute a robust compliance assurance program across business units, ensuring adherence to regulatory requirements and internal policies / processes. The role involves testing of regulatory obligations, reporting and tracking, to strengthen the compliance framework and mitigate ...
1 Opening(s)
8.0 Year(s) To 12.0 Year(s)
10.00 LPA TO 12.00 LPA
1. Litigation Management
Handle litigation matters and coordinate with external counsel.
Draft legal notices, replies, petitions, affidavits, and written statements.
Attend court hearings (if required).
2. Advisory Role
Provide legal opinions and guidance to management.
Identify legal risks and propose mitigation strategies.
Support HR, Finance, and Operations teams on legal matters.
3. Documentation & Due Diligence
Conduct legal due ...
10 Opening(s)
1.0 Year(s) To 9.0 Year(s)
3.00 LPA TO 6.00 LPA
New Client Acquisition: Identify and onboard new clients to expand the customer base and strengthen relationships.
Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance, Mutual Funds, PMS, SIPS, TGS, AlFs, Bonds, Unlisted Shares, IAP, and other financial services offered by MOFSL.
Revenue Generation: Drive revenue growth by effectively managing sourced ...
- Business Development
- Relationship Management
- Investment Products
- Tpp
- Revenue Generation
- Broking
- Retail
- Equity Broking
- New Client Acquisition
- Relationship Manager
- Client Acquisition
- New Client Onboarding
- Client Engagement
- Cross-selling
- Revenue Generation
- Business Development
- Investment Advisory
- Financial Planning
- Equity Market
- Stock Broking
- Bfsi Sales
- Nbfc Sales
- Mutual Funds
- Insurance Sales
- Wealth Advisory Services.
3 Opening(s)
5.0 Year(s) To 13.0 Year(s)
7.00 LPA TO 13.00 LPA
Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients ...
1 Opening(s)
15.0 Year(s) To 20.0 Year(s)
50.00 LPA TO 60.00 LPA
Key Responsibilities
Board Advisory & Strategic Influence
● Strategic Partnering: Act as a critical advisor to the Board and Promoters, providingdata-backed insights that shape the long-term vision.● IPO & Public Markets: Lead the end-to-end financial readiness for public listing,managing relationships with merchant bankers, institutional investors, and regulatorybodies.● Investor Relations: Build and maintain ...
5 Opening(s)
5.0 Year(s) To 13.0 Year(s)
5.00 LPA TO 18.00 LPA
Description:
The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) ...
- Wealth Management
- Hni Clients
- Affluent Banking
- Portfolio Management
- Aum Growth
- Financial Advisory
- Mutual Funds
- Pms
- Aif
- Structured Products
- Client Acquisition
- Client Retention
- Investment Planning
- Risk Profiling
- Cross Selling
- Private Banking
- Bfsi
- Hni Relationship Management
- Wealth Advisory Experience
- Minimum 6+ Years Experience
- Sales & Financial Planning
- Portfolio Handling
2 Opening(s)
5.0 Year(s) To 8.0 Year(s)
40.00 LPA TO 80.00 LPA
About Company Our client offers Four integrated service lines — Assurance, Advisory, Zakat & Tax, legal support.. Due to the excellent experience, while working closely with different sectors and organizations, our client have a unique 360° view of market and practices in place. 📌 Job Title: Transfer ...