13 Job openings found

Designation: Client Relationship Executive – Investment Services Location: Rajkot Posts Work Profile: client meeting and selling of investment products. Salary:- + Incentive Experience: 1 to 2 years & fresher can also apply. Education: Graduate min. Working hours: 09:00 to 07:00 & 1hr Lunch break Monday to Friday & Half Day for ...

Key Responsibilities Client Acquisition & Relationship Management: Identify, acquire, and manage relationships with HNI/UHNI clients. Build deep and trusted advisory relationships by understanding client needs across investments, banking, credit, and wealth planning. Portfolio Management: Manage client portfolios to ensure consistent revenue growth and retention. Conduct periodic reviews of client portfolios to ensure alignment with client goals ...

DEPARTMENT: Ideation – Fixed Income JOB TITLE: Depending Upon Profile: 3-10 years Qualification : Post Graduate / Masters REPORTS TO: Head – Ideation / CIO COMPENSATION RANGE: Flexible based on skills sets and previous experience of the candidate. Responsibilities:   Generate investment ideas and prepare proposals for Analyze Fixed Income Mutual Funds, Bonds, AIFs, Track PMS Universe, Index ...

We have an urgent opening for the position of Investment Manager for a leading Company for the Ghatkopar location. Job Description: Position: Investment Manager Salary:  Upto 50k Experience: 5 to 7 years Qualification: MBA Finance/Insurance, CFP (Certified Financial Planner)  Office Timings: 9.30  AM to 6:30 PM Weekly Off- Sunday  Skills Required:   Knowledge in investment advisory. Wealth management consultation. Generating Lead Meeting Clients Selling Investment-related services Good English Communication. Smart and ...

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 ...

Job Title: Private Banker Department: Wealth Management / Retail Banking Location: [City, State] Reporting To: Regional Head – Private Banking / Wealth Management Job Purpose To manage high-net-worth (HNW) clients, provide tailored financial advice, and offer investment solutions aligned with their financial goals. The role involves building strong client relationships, driving portfolio ...

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 ...

Position Name: Operation Executive- Investments Total position: 1 Experience: 2-3 Years (Preferably Investment/Advisory/Wealth management) Qualification: Post-Graduation (Preferably MBA-Finance) CTC: 3 LPA to 3.60 LPA Location: HO Ahmedabad   Roles & Responsibilities   Managing entire lifecycle for each investment - onboarding, KYC, account setup, investor reports, etc. Manage daily investment operations for liquid funds (Process daily transactions including MF, PMS, etc), and managing capital calls, reporting, ...

Job Summary The Area Head - Wealth is responsible for leading and managing the wealth management team across the designated area. This role ensures the achievement of revenue targets, client acquisition, and portfolio growth while maintaining high standards of client satisfaction and adherence to compliance and regulatory guidelines. Key Responsibilities Strategic Leadership Develop and ...

Job Title: Relationship Manager CTC Range: 6-9 lakhs pa Positions: Multiple Location: Across 4 major metros   SAL is looking for a highly motivated and dedicated individual for Relationship Management (RM) role for its Investment Advisory Vertical. We are looking for an individual who is highly networked with HNI clientele and has excellent ...