1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
Not Disclosed by Recruiter
Key Responsibilities:
Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences.
Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.
Developing personalized financial plans and investment strategies aligned with client's objectives and risk profiles.
Recommending ...
1 Opening(s)
2.0 Year(s) To 8.0 Year(s)
4.00 LPA TO 15.00 LPA
Job Overview:
The ideal candidate will be responsible for managing and growing relationships with high-net-worth individuals, clients, and institutional investors. You will be tasked with offering customized investment solutions, building strong client loyalty, and contributing to the growth of our mutual fund business.
Department: Sales/Client Services
Reports To: Executive Director
Industry- Financial Services
Employment Type- ...
3 Opening(s)
2.0 Year(s) To 10.0 Year(s)
3.00 LPA TO 10.00 LPA
Marketing Head - Investment Casting
Responsibilities:
Market Research:
o Conduct market analysis to identify trends, customer needs, and competitive landscape.
o Gather and analyze data on potential clients and industry developments.
Marketing Strategy:
o Develop and implement marketing strategies to promote investment casting services.
o Create targeted campaigns for specific industries (aerospace, automotive, etc.).
Content Creation:
o Produce marketing ...
1 Opening(s)
10.0 Year(s) To 17.0 Year(s)
19.00 LPA TO 24.00 LPA
JD For RM- WealthClient Acquisition and Relationship Management:
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate ...
1 Opening(s)
10.0 Year(s) To 17.0 Year(s)
19.00 LPA TO 24.00 LPA
JD For RM- WealthClient Acquisition and Relationship Management:
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate ...
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 ...
1 Opening(s)
5.0 Year(s) To 12.0 Year(s)
Not Disclosed by Recruiter
Qualifications: Engineering graduate or equivalent, MBA from a reputed institute
Work Experience: Overall work experience of 5-7 years. Minimum work experience of 2-3 years with a reputed corporate or family office investments or a VC firmStrong financial and business analysis skills as demonstrated by prior experience including financial modellingCapable of understanding ...
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
0.00 LPA TO 0.00 LPA
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 ...
5 Opening(s)
2.0 Year(s) To 5.0 Year(s)
35.00 LPA TO 46.00 LPA
Job Title: Research Analyst.
Location: Mumbai, India Experience: 2–5 years Reports to: Portfolio Manager
About Us
Shriram AMC is a growing asset management firm offering differentiated investment strategies through Portfolio Management Services (PMS) and Mutual Funds. We focus on long-term, research-driven investing backed by rigorous bottom-up stock picking and sectoral analysis.
Role Overview
We are ...
1 Opening(s)
2.0 Year(s) To 4.0 Year(s)
12.00 LPA TO 15.00 LPA
. Investment Analyst + Deal Scout
Background: A young gun 2–3 years. Ex-consulting, PE analyst, IB analyst, or fintech research. Must be comfortable drowning in data, stalking founders, scanning filings, reading offer documents, and prepping deal models you’ll skim for 11 seconds.
Experience:
Financial modelling
Sector research
Deal pipeline creation
Knows how to cold-call, build decks, ...