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)
3.0 Year(s) To 7.0 Year(s)
10.00 LPA TO 12.00 LPA
Position Summary
We are looking for a skilled and detail-oriented Chartered Market Technician (CMT) with 3+ years of experience in technical analysis of financial markets. The candidate will be responsible for analyzing market trends, identifying trading and investment opportunities, preparing research reports, and supporting investment decisions through advanced technical analysis techniques.
Key ...
1 Opening(s)
3.0 Year(s) To 7.0 Year(s)
10.00 LPA TO 10.00 LPA
We are seeking a highly analytical and detail-oriented Research Analyst with 3+ years of experience in financial modelling, equity research, and stock market analysis. The candidate should possess strong expertise in analyzing listed companies across US and Indian stock markets, building financial models, conducting valuation analysis, and preparing investment research ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
12.00 LPA TO 14.00 LPA
POSITION: Deputy Manager/ManagerReports to (Position): VP - Investment OperationsBusiness Unit: Investment Service FTE:Location: Mumbai Education Background
MBA/ Graduate (With minimum 3 to 4 years’ experience) or Chartered Accountant(Fresher or with 1 Year of Experience)
Principal Accountabilities :
Prepare and review all frequency regulatory/management reporting’s in line with SEBI/Internal guidelines Review of NAV and scheme return Strong ...
10 Opening(s)
2.0 Year(s) To 6.0 Year(s)
5.00 LPA TO 8.00 LPA
As a RM Dealer you will be responsible for acquiring new clients, managing existing customer relationships, and driving revenue through sales of equity, mutual funds, and other investment products. The role demands strong market knowledge, client servicing, and sales capability to ensure business growth and client satisfaction.
Key Responsibilities:
Acquire new clients ...
- Rm Dealer
- Relationship Manager
- Dealer
- Retail Broking
- Wealth Advisory
- Investment Advisor
- Trading Desk
- Equity Trading
- Derivatives
- Futures & Options (f&o)
- Mutual Funds
- Ipos
- Commodities
- Capital Markets
- Stock Market
- Client Acquisition
- Client Servicing
- Portfolio Management
- Hni Clients
- Retail Clients
- Revenue Generation
- Cross-selling
- Upselling
- Trade Execution
- Online Trading
- Order Placement
- Market Research
- Investment Recommendations
- Advisory Services
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, ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 7.00 LPA
Overview:
The QPFP is a certified financial professional trained to provide comprehensive personal finance advice, covering key areas such as investments, insurance, taxation, retirement, and estate planning. The role involves helping clients build, protect, and manage their wealth through structured financial planning aligned with their life goals.
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Key Responsibilities:
1. Client Financial Planning:Understand ...
1 Opening(s)
6.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 10.00 LPA
POSITION: Branch Manager – Retail SalesReports to (Position): Zonal Head/ Cluster Head – Retail SalesPosition Purpose: Managing distributor relationships across IFDs/ MFDs, NDs, and Banks to achieve continuousand sustained subscription to organization’s funds. Ensuring adequate mix of product salesand meeting set targets. Developing markets, enhancing market share as well as handlingdistributor ...
AVP- Channel Head – IFA -Mutual Fund Retail Sales (Core MFD experience), Delhi NCR and Gurgaon,Noida
1 Opening(s)
14.0 Year(s) To 20.0 Year(s)
25.00 LPA TO 30.00 LPA
Position Name: AVP and Channel Head - Retail Sales
Department: Retail Sales
Job Responsibilities:
Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set salestargets.
Contributing to sustained growth in sales through initiatives targeted at long term ...