25 Job openings found

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, ...

Key Responsibilities: Coordinate with internal teams and clients to ensure smooth execution of daily operations. Handle documentation, reporting, and data management using MS Office tools. Manage client portfolios related to Equity, Mutual Funds, and Insurance products. Support sales and advisory teams with client communication and follow-ups. Maintain accurate records and ensure timely completion of assigned ...

Job description: Job Title: Sales Executive – Trading & Demat Account Opening Employment Type: Full-time Experience: 1-3 years in Financial Sales/Broking/Investment Banking Key Responsibilities: Prospect & Acquire Clients: Identify and onboard high-potential clients (retail/HNI/corporate) for Trading & Demat Accounts. Digital On boarding: should be able to on board clients digitally. (DMAT- Accounts) Market Research: Stay updated on ...

Job Title: Sales Executive – Trading & Demate Account Opening **Location: Nariman Point, Mumbai **Employment Type:** Full-time **Experience:** 1-3 years in Financial Sales/Broking/Investment Banking   Key Responsibilities: * Prospect & Acquire Clients: Identify and onboard high-potential clients (retail/HNI/corporate) for Trading & Demat Accounts. * Digital Onboarding: Facilitate digital onboarding of clients for Demat Accounts. * Market Research: Stay ...

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 ...

1. To create a team of Partner Franchise’s with a minimum business commitment of 30L. PartnerFranchise are business partners who can solicit business through a team / network of Advisorsworking under them. Partner Franchise needs to provide a small office setup to ABSLI2. Develop incremental distribution for the company by ...

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 ...

Job Description: Position Overview:We are looking for an experienced Senior Mutual Fund Distributor who has in-depth knowledge ofthe mutual fund industry, experience in managing client portfolios, and the ambition to eventuallystart their own broking firm. The ideal candidate will play a crucial role in building our firm,managing client relationships, and contributing ...

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 ...