2 Opening(s)
5.0 Year(s) To 15.0 Year(s)
13.00 LPA TO 21.00 LPA
Lead and manage Wealth Management business for the assigned cluster/region
Drive revenue generation through acquisition of HNI/UHNI clients
Manage and mentor Relationship Managers / Wealth Managers for target achievement
Build strong client relationships and provide investment advisory solutions
Drive sales of PMS, Mutual Funds, Equity, Bonds, Insurance, and other wealth products
Monitor business performance, productivity, ...
- Wealth Management
- Cluster Management
- Team Handling
- Hni Client Acquisition
- Uhni Relationship Management
- Investment Advisory
- Portfolio Management
- Pms Sales
- Mutual Funds
- Equity Products
- Insurance Sales
- Revenue Generation
- Business Development
- Financial Planning
- Client Relationship Management
- Cross Selling
- Wealth Products
- Capital Markets
- Team Leadership
- Client Servicing
- Portfolio Advisory
- Market Analysis
- Private Banking
- Target Achievement
- Relationship Building
- Investment Solutions
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.50 LPA TO 5.00 LPA
Key Responsibilities:
Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls).
Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations.
Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs.
Upsell and cross-sell mutual fund products ...
3 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.50 LPA TO 5.00 LPA
Key Responsibilities:
Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls).
Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations.
Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs.
Upsell and cross-sell mutual fund products ...
1 Opening(s)
5.0 Year(s) To 8.0 Year(s)
9.00 LPA TO 15.00 LPA
Chartered Accountants
Job Overview:
As we expand our vision, we’re building a team of sharp thinkers, trusted advisors, and execution-focused professionals who can operate across sectors and strategies with integrity, discretion, and foresight.
We are seeking experienced and discreet Chartered Accountants with a strong background in:
Key Responsibilities:
Income Tax Advisory & Compliance
Expert Knowledge of ...
1 Opening(s)
20.0 Year(s) To 25.0 Year(s)
40.00 LPA TO 50.00 LPA
Can we know his specific details in PE execution i.e. Name of the deal, deal cost eg. 200 CR and year of execution.
DESIGNATION - Head – Private Equity and Business Development GroupREPORTING TO MD & CEO
EXPERIENCE RANGE Post qualification experience of 20-25 years in Investment Banking
CRITICAL EXPERIENCE 20-25 years in ...
2 Opening(s)
3.0 Year(s) To 5.0 Year(s)
20.00 LPA TO 25.00 LPA
Job Description
Team Leader – Financial Advisory
ROLE DESCIPTION:Lead and inspire a team of Credit Analyst and Relationship Managers to fulfil the corporate andbusiness clients of the company with the debt advisory services of the company. The role involves P&LOwnership, developing execution plans, enhancing client relationships, monitoring performance, andfostering team development to ...
1 Opening(s)
3.0 Year(s) To 6.0 Year(s)
Not Disclosed by Recruiter
Key Responsibilities: Sales Strategy & Execution:Develop and execute effective sales strategies to promote and sell our financial products,Virtual CFO services, and related financial services offerings. Drive revenue growth bytargeting businesses seeking outsourced financial management and advisory services. Client Relationship Management:Build and nurture relationships with C-suite executives, CFOs, and other keystakeholders ...
1 Opening(s)
1.0 Year(s) To 3.0 Year(s)
10.00 LPA TO 14.00 LPA
About the job: The Corporate Finance Advisory team is seeking an experienced manager to curate deals and provide comprehensive corporate finance advisory services. The ideal candidate will act as a single point of contact (SPOC) for relevant deals, overseeing them from start to finish. Key responsibilities include conducting valuations, financial and commercial due ...
1 Opening(s)
2.0 Year(s) To 4.0 Year(s)
16.00 LPA TO 20.00 LPA
We are seeking a qualified Tax and Regulatory Project Management Associate to join our Special Project Advisory team. The ideal candidate will have relevant experience in tax and regulatory advisory services and possess strong analytical, communication, and project management skills. This role involves understanding the manufacturing process across industries to ...
1 Opening(s)
6.0 Year(s) To 9.0 Year(s)
Not Disclosed by Recruiter
Hiring Senior Program Manager - Global Advisory for a leading PR Agency in Delhi.
Job Summary:-
A Senior Program Manager will support client strategy, monitor issues, manage projects, coordinate research carried out by analysts and interns, and produce client-ready deliverables as assigned. Senior Program Managers will also support and monitor issues and produce ...