5 Opening(s)
5.0 Year(s) To 7.0 Year(s)
25.00 LPA TO 35.00 LPA
Job Title: Private Banker Department: Wealth Management / Retail Banking Location: [City, State] Reporting To: Regional Head – Private Banking / Wealth Management
Job Purpose
To manage high-net-worth (HNW) clients, provide tailored financial advice, and offer investment solutions aligned with their financial goals. The role involves building strong client relationships, driving portfolio ...
1 Opening(s)
5.0 Year(s) To 6.0 Year(s)
20.00 LPA TO 25.00 LPA
Job Description:The LLP is seeking a license from SEBI to set up a Portfolio Management Service (PMS). To augment our team, we are looking for a dynamic and result oriented security market professional with the following credentials:Job Role:The Fund Manager will be responsible for decisions related to administration/management of securities/funds ...
3 Opening(s)
2.0 Year(s) To 4.0 Year(s)
15.00 LPA TO 25.00 LPA
Key Responsibilities: Underwriting and structuring the Real Estate Investment proposals (primarily for West Market)through detailed due diligence. Working closely with internal & external vendors for technical and valuation and legal counsels forstructuring. Forecast and micro-market analysis and preparing detailed proposals for presenting to theInvestment committee. Monitoring the investments (including utilization ...
5 Opening(s)
4.0 Year(s) To 8.0 Year(s)
20.00 LPA TO 40.00 LPA
Responsibility of Wealth Management Advisory.
Selling products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, FDs, Structured products etc.
Provide customized solutions to the clients by evaluating their risk assessment and financial needs.
Acquisitions of new clients and re-activation of existing clients by selling wealth management products.
Ensuring customer satisfaction by customized and efficient ...
4 Opening(s)
3.0 Year(s) To 8.0 Year(s)
11.00 LPA TO 11.00 LPA
POSITION: Relationship Manager – Banking Sales
Position Purpose: Working with Banking Channel across assigned areas with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.
Principal Accountabilities:
Generating Business
Contribute to sustained growth in sales through initiatives targeted at long ...
1 Opening(s)
17.0 Year(s) To 25.0 Year(s)
35.00 LPA TO 42.00 LPA
Role Title Deputy Director – Financial Planning & AnalysisReports to Director Location Gurgaon
RESPONSIBILITIES
1. Decision Support Analyticsa) Develop and maintain expert understanding of various factors that significantly drive investment decisionsb) Responsible for preparation of business plans of the companyc) Provide Business support to facilitate gathering, interpreting and conveying financial and statisticalinformation ...
1 Opening(s)
2.0 Year(s) To 7.0 Year(s)
6.00 LPA TO 8.00 LPA
Role Objective / Purpose
Filing of IRDAI Returns, verifying security masters in the system, preparation of various MIS, Updating financials of companies in the system, etc.
Exp:
No of years of exp: 2 to 5 years
Type of Industry – General Insurance (preferred)
Academic:
B.com OR P.G.
Competencies :
Knowledge of SAP Treasury, Cline a must
Should have ...
1 Opening(s)
2.0 Year(s) To 7.0 Year(s)
3.00 LPA TO 3.60 LPA
Position Name:
Operation Executive- Investments
Total position: 1
Experience: 2-3 Years (Preferably Investment/Advisory/Wealth management)
Qualification: Post-Graduation (Preferably MBA-Finance)
CTC: 3 LPA to 3.60 LPA
Location: HO Ahmedabad
Roles & Responsibilities
Managing entire lifecycle for each investment - onboarding, KYC, account setup, investor reports, etc.
Manage daily investment operations for liquid funds (Process daily transactions including MF, PMS, etc), and managing capital calls, reporting, ...
1 Opening(s)
3.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 10.00 LPA
Post: Asst. General Manager/AGM/DGM
Experience: 3 to 5 Experience
Job Description
- Manage all types of Fundraising like PE, VC, IB, AI, SPV, Islamic Banks, Crowdfunding, Private Investment, pension funds, Blackstone, Sovereign funds like Qatar Investment Authority, Abu Dhabi Investment Authority, Saudi investment Authority, Indian Government Funding, specific community-based funding - Eg: Columbia ...
1 Opening(s)
4.0 Year(s) To 6.0 Year(s)
9.00 LPA TO 12.00 LPA
We Are Seeking a Candidate Who Has
A minimum of 4-6 years of experience in Investment Banking, Debt Syndication, Private Equity and Structured finance.
Executed end to end private equity transactions;
One complete end to end execution experience is mandatory. The candidate is expected to have some relations with banks and corporates
An CA/CFA/MBA Finance ...