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)
2.0 Year(s) To 4.0 Year(s)
10.00 LPA TO 10.00 LPA
POSITION: Deputy Manager/ManagerReports to (Position): Executive Vice President -Investment OperationsBusiness Unit: Investment Service FTE:Location: Mumbai Date: August 4th,2025Education Background Chartered Accountant, MBA, M Com or B com with relevant experience
Principal Accountabilities:
Trade Operations:
Settlement of all trades in Equity, Gold ,SLR , Non SLR Securities and Money Market (Call, CBLO, Repo, LAF etc) Monitor the trade ...
1 Opening(s)
8.0 Year(s) To 10.0 Year(s)
25.00 LPA TO 35.00 LPA
Job Title: Relationship Manager - Private Wealth Management
Job Overview: As a Relationship Manager in the Private Wealth Management industry, your primary responsibility is to cultivate and maintain strong relationships with high-net-worth clients. You will be tasked with understanding clients' financial goals, providing expert advice, and delivering customized wealth management solutions ...
1 Opening(s)
10.0 Year(s) To 20.0 Year(s)
8.00 LPA TO 12.00 LPA
Job brief
We are looking for a Portfolio Manager who will assess our clients’ risk tolerance and perform significant market research to develop portfolios that maximize their financial gains.
A Portfolio Manager’s responsibilities include crafting investment packages and managing client expectations and transactions to achieve our clients’ overall objectives.
Ultimately, you will work ...
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 ...