24 Job openings found

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 ...

Job Overview We are looking for an Investment Counselor with strong knowledge of mutual funds, financial markets, and investment products. The role involves supporting sales teams and distributors, providing product and market insights, strengthening client relationships, and driving business growth across the assigned zone. Key Responsibilities 1. Product & Market Expertise Develop in-depth knowledge ...

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 ...

Role: Relationship Manager Company: Leading Broking | Location: Pan India | Job Type: Full Time    Job Purpose: To acquire and manage clients by understanding their financial and investment needs, providing suitable investment solutions, and building long-term relationships. The role is responsible for driving client acquisition, cross selling a diverse range of financial products, and ...

Role: Relationship Manager Company: Leading Broking | Location: Pan India | Job Type: Full Time    Job Purpose: To acquire and manage clients by understanding their financial and investment needs, providing suitable investment solutions, and building long-term relationships. The role is responsible for driving client acquisition, cross selling a diverse range of financial products, and ...

Role: Relationship Manager Company: Leading Broking  | Location: Pan India | Job Type: Full Time    Job Purpose: To acquire and manage clients by understanding their financial and investment needs, providing suitable investment solutions, and building long-term relationships. The role is responsible for driving client acquisition, cross selling a diverse range of financial products, and ...

Role: Relationship Manager Company: Leading Broking | Location: Pan India | Job Type: Full Time    Job Purpose: To acquire and manage clients by understanding their financial and investment needs, providing suitable investment solutions, and building long-term relationships. The role is responsible for driving client acquisition, cross selling a diverse range of financial products, and achieving ...

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 ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & 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 & ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & 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 & ...