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)
12.0 Year(s) To 17.0 Year(s)
15.00 LPA TO 25.00 LPA
Role OverviewThe AVP/DVP – Private Client Group (PCG) will be responsible for leading and scaling companys’ high-net-worth(HNI) and ultra-high-net-worth (UHNI) client business. The role will drive client acquisition, relationshipmanagement, revenue growth, team performance, and overall strategy for the PCG vertical.This is a senior leadership role requiring strong market credibility, relationship ...
2 Opening(s)
3.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 7.00 LPA
Business Development ManagerJob description:
Will be responsible for acquiring clients for US stocks trading through existing sales team and business partners.
Will be responsible for Training and educate the sales team, DSA, AP and business associates.
Will be responsible for acquiring HNI/Ultra HNI clients through sale of AIF, PMS, advisory account and insurance ...
2 Opening(s)
3.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 7.00 LPA
Business Development ManagerJob description:
Will be responsible for acquiring clients for US stocks trading through existing sales team and business partners.
Will be responsible for Training and educate the sales team, DSA, AP and business associates.
Will be responsible for acquiring HNI/Ultra HNI clients through sale of AIF, PMS, advisory account and insurance ...
5 Opening(s)
2.0 Year(s) To 15.0 Year(s)
6.00 LPA TO 13.88 LPA
We are looking for a dynamic and customer-focused Relationship Manager for the First Wealth segment. The candidate will be responsible for managing HNI customer relationships, driving wealth product sales, and providing financial solutions aligned with customer needs.
Key Responsibilities:
Acquire and manage HNI / affluent customer relationships
Cross-sell wealth products such as Mutual ...
6 Opening(s)
2.0 Year(s) To 8.0 Year(s)
6.00 LPA TO 13.88 LPA
We are looking for a dynamic and customer-focused Relationship Manager for the First Wealth segment. The candidate will be responsible for managing HNI customer relationships, driving wealth product sales, and providing financial solutions aligned with customer needs.
Key Responsibilities:
Acquire and manage HNI / affluent customer relationships
Cross-sell wealth products such as Mutual ...
- Portfolio
- Relationship Manager
- Wealth
- Casa
- Mutual Fund
- Hni
- Ultra Hni
- Wealth Management
- Relationship Management
- Hni Client Handling
- Portfolio Management
- Investment Advisory
- Mutual Funds
- Cross Selling
- Banking Sales
- Financial Products
- Client Acquisition
- Customer Relationship Management
- Revenue Generation
- Retail Banking
- Liabilities Sales
1 Opening(s)
3.0 Year(s) To 8.0 Year(s)
10.00 LPA TO 15.00 LPA
Job Overview
We are seeking a highly skilled Wealth Manager with experience in managing Ultra-HNI portfolios and exposure to handling ₹500 crore+ Assets Under Management (AUM). The role involves delivering bespoke investment strategies, maintaining strong client relationships, and ensuring long-term wealth creation for high-value clients.
Key Responsibilities
Manage and grow relationships with Ultra-HNI ...
2 Opening(s)
2.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 13.88 LPA
We are looking for a dynamic and customer-focused Relationship Manager for the First Wealth segment. The candidate will be responsible for managing HNI customer relationships, driving wealth product sales, and providing financial solutions aligned with customer needs.
Key Responsibilities:
Acquire and manage HNI / affluent customer relationships
Cross-sell wealth products such as Mutual ...
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, ...
2 Opening(s)
10.0 Year(s) To 20.0 Year(s)
25.00 LPA TO 40.00 LPA
The Regional Head – PCG will be responsible for leading and managing the Private Client Group business across Gujarat, with a primary focus on servicing and growing relationships with High Net Worth Individual (HNI) clients.This is a strategic leadership role with a “non-playing captain” approach, where the incumbent will drive ...
- Wealth Management
- Private Banking
- Hni Clients
- Uhni Clients
- Aum Growth
- Portfolio Management
- Investment Advisory
- Relationship Management
- Business Development
- Team Leadership
- Cluster Head
- Regional Head
- Client Acquisition
- Client Retention
- Financial Products
- Equity
- Mutual Funds
- Pms
- Alternate Investments
- Wealth Strategy
- Revenue Targets
- Market Penetration.