682 Job openings found

POSITION: Senior Manager or AVP (depending on experience and qualification)Reports to (Position): Director and Head - Compliance)Business Unit: ComplianceLocation: MumbaiPosition Purpose: Core Responsibility Investment limit monitoring, coding of rules, checking the settings in trading application for various investment restrictions, clearing of alerts, comprehensive repository of limits applicable to schemes, providing reports related to limit ...

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 ...

Job Description of Wealth Manager (Sr. Assistant Manager / Manager)Job Role:The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsiblefor building and maintaining strong, long-term relationships with High Net Worth Individuals (HNIs). Therole includes acquiring new clients, managing their investment portfolios, providing high-quality customerservice, and achieving sales ...

Designation: Client Relationship Executive – Investment Services Location: Morbi 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 Saturday. ...

Role Overview:The Investment Banking Analyst will be responsible for conducting financial analysis, valuation, due diligence, and preparing investment banking reports. The role requires strong analytical, presentation, and financial modelling skills to support transactions across debt and equity investment banking.Key Responsibilities: Conduct financial modelling and valuation for investment banking transactions Perform ...

Job Description• Interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to gauge their investmentinterests into fixed income product.• Oversee the marketing process as well as broader company marketing efforts, including creating investor materials,hosting webinars, and organizing investor events.• Develop and manage relationships with current and potential investors.• Collaborate ...

  Major Accountabilities: Investment Recommendations and Analysis: Generate timely and accurate investment recommendations, stocks, sectors, and ideas that deliver substantial returns to customers across all investor products and services. Provide expert-level inputs for overall strategy, initiatives, goals, and budgets related to equities. Client Coordination: Regularly coordinate with Institution clients, Private Client Group (PCG), High Net Worth ...

We are seeking an experienced Investment Banking & Buy-Side Research Analyst (5-8years) to join our client’s team. Candidates must possess a strong academic background (MBAfrom a top-tier institute, CA, or CFA) and expertise in financial modeling, market research,transaction support, and client deliverables.Key Responsibilities1. Financial Modeling and Valuation: Build advanced models ...

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 ...

Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...