10 Opening(s)
8.0 Year(s) To 20.0 Year(s)
30.00 LPA TO 40.00 LPA
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 ...
1 Opening(s)
3.0 Year(s) To 10.0 Year(s)
Not Disclosed by Recruiter
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 ...
4 Opening(s)
4.0 Year(s) To 8.0 Year(s)
12.00 LPA TO 15.00 LPA
is a SEBI Registered Category -I Merchant Banking Firm engaged in
Business and Investment Advisory Services, Credit Appraisal, Project Financing, Equity Research, Valuation and
Financial Due Diligence. The Company focuses on Debt Syndication and Structured Finance, Debt Restructuring
and Resolution Services. The group has diversified into NBFC, Cat I AIF. The Company is ...
1 Opening(s)
5.0 Year(s) To 7.0 Year(s)
5.00 LPA TO 6.00 LPA
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 ...
2 Opening(s)
3.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 7.00 LPA
Job Description:
We are looking for dynamic and client-focused Senior Business Development Managers to join our growing team in Mumbai and Delhi. The ideal candidate will have a strong background in wealth management and a proven track record of handling HNI/NRI clients.
Key Responsibilities:
Execute and provide advisory on trades across equities, derivatives, and options strategies.
Manage HNI ...
2 Opening(s)
3.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 7.00 LPA
Job Description:
We are looking for dynamic and client-focused Senior Business Development Managers to join our growing team in Mumbai and Delhi. The ideal candidate will have a strong background in wealth management and a proven track record of handling HNI/NRI clients.
Key Responsibilities:
Execute and provide advisory on trades across equities, derivatives, ...
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 ...
5 Opening(s)
5.0 Year(s) To 7.0 Year(s)
25.00 LPA TO 35.00 LPA
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 ...
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 ...
1 Opening(s)
2.0 Year(s) To 7.0 Year(s)
3.00 LPA TO 3.60 LPA
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, ...