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 ...
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 ...
1 Opening(s)
0.6 Year(s) To 8.0 Year(s)
Not Disclosed by Recruiter
MAIN PURPOSE OF THE JOB
Should be able to understand the AIF regulation and ensure proper compliance from Investment Manager perspective
KEY RESPONSIBILITIES OF THE JOB (KRA) Alternative Investment Fund
Provide support and strategic inputs for transaction structuring, as and when required.
Stay updated with the latest regulatory circulars and ensure timely dissemination to ...
1 Opening(s)
0.6 Year(s) To 3.0 Year(s)
2.40 LPA TO 3.60 LPA
Hiring BDE - Surat
Position: Business Deevelopment Executive (Male Candiadtes Preffered)Location: Adajan, SuratIndustry: FinanceExperience: 0.6+years
Job Summary:We are seeking a motivated and client-focused Sales Executive to promote and sell financial planning solutions, stock market investments, and mutual fund products to clients across various industries. The role involves client acquisition, portfolio discussion, and ...