5 Opening(s)
8.0 Year(s) To 20.0 Year(s)
19.00 LPA TO 22.00 LPA
Role/Job Title: Investment Portfolio Counsellor
Department: Wealth Management > Sales > Private Banking Group
Job Purpose:
IDFC FIRST Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor. As a leading financial institution, we are committed to providing our clients with the best investment solutions and services. We are looking for a dynamic individual who ...
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
0.00 LPA TO 0.00 LPA
Description:
We have an urgent opening for the position of Investment Advisor for a Reputed CA Firm at Mumbai (Ghatkopar).
Job Description:
Please find the details for the same:
Position: Investment Advisor
Salary: As per Industry norms
Qualification: MBA Finance/Insurance, CFP (Certified Financial Planner)
Office Timings: 9.30 AM to 6:30 PM
Weekly Off- Sunday
Skills Required:
Knowledge/Experience in LIC
PMS
Experience on V.M.Pro Software
Good English Communication.
Smart and Presentable.
CFP(Certified Financial Planner)
Job ...
1 Opening(s)
5.0 Year(s) To 7.0 Year(s)
Not Disclosed by Recruiter
Job Description
Min. 5 years of Investment, Fund Management or Investment advisory experience with Proof.
Postgraduate in Finance / Business / Economics / MBA / PG Diploma
NISM 10A & 10B Certificate latest . If not, then the candidate should be willing to take NISM 10 A - 10B Exam ( Company will ...
10 Opening(s)
2.0 Year(s) To 6.0 Year(s)
5.00 LPA TO 8.00 LPA
As a RM Dealer you will be responsible for acquiring new clients, managing existing customer relationships, and driving revenue through sales of equity, mutual funds, and other investment products. The role demands strong market knowledge, client servicing, and sales capability to ensure business growth and client satisfaction.
Key Responsibilities:
Acquire new clients ...
- Rm Dealer
- Relationship Manager
- Dealer
- Retail Broking
- Wealth Advisory
- Investment Advisor
- Trading Desk
- Equity Trading
- Derivatives
- Futures & Options (f&o)
- Mutual Funds
- Ipos
- Commodities
- Capital Markets
- Stock Market
- Client Acquisition
- Client Servicing
- Portfolio Management
- Hni Clients
- Retail Clients
- Revenue Generation
- Cross-selling
- Upselling
- Trade Execution
- Online Trading
- Order Placement
- Market Research
- Investment Recommendations
- Advisory Services
1 Opening(s)
2.0 Year(s) To 4.0 Year(s)
12.00 LPA TO 15.00 LPA
. Investment Analyst + Deal Scout
Background: A young gun 2–3 years. Ex-consulting, PE analyst, IB analyst, or fintech research. Must be comfortable drowning in data, stalking founders, scanning filings, reading offer documents, and prepping deal models you’ll skim for 11 seconds.
Experience:
Financial modelling
Sector research
Deal pipeline creation
Knows how to cold-call, build decks, ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 7.00 LPA
Overview:
The QPFP is a certified financial professional trained to provide comprehensive personal finance advice, covering key areas such as investments, insurance, taxation, retirement, and estate planning. The role involves helping clients build, protect, and manage their wealth through structured financial planning aligned with their life goals.
---
Key Responsibilities:
1. Client Financial Planning:Understand ...
1 Opening(s)
5.0 Year(s) To 6.0 Year(s)
20.00 LPA TO 25.00 LPA
Job Description:The LLP is seeking a license from SEBI to set up a Portfolio Management Service (PMS). To augment our team, we are looking for a dynamic and result oriented security market professional with the following credentials:Job Role:The Fund Manager will be responsible for decisions related to administration/management of securities/funds ...
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)
4.0 Year(s) To 8.0 Year(s)
10.00 LPA TO 10.00 LPA
INSTITUTIONAL DEALER
Equity Dealer- Institutional Broking
Key Responsibilities :
- Executing Trade Orders both on BSE/NSE Cash mkt/ Derivatives mkt terminals and on Bloomberg with 0% dealing error- Having experience of DMA ( one touch/ direct ) trade.- Having Experience to trade on various trading platform like Omnesys / Odin /TCS with risk parameter- Having ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
18.00 LPA TO 18.00 LPA
INSTITUTIONAL DEALER
Equity Dealer- Institutional Broking
Key Responsibilities :
- Executing Trade Orders both on BSE/NSE Cash mkt/ Derivatives mkt terminals and on Bloomberg with 0% dealing error- Having experience of DMA ( one touch/ direct ) trade.- Having Experience to trade on various trading platform like Omnesys / Odin /TCS with risk parameter- Having ...