678 Job openings found

Company is based out of Kolkata, is a leading Stock Broking and Wealth Management firm offering full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India. Role Overview We ...

DESIGNATION Institutional Equities - Analyst EXPERIENCE RANGE More than 3 years of experience with in-depth knowledge of the any one sector or Working as an associate minimum 5 years CRITICAL EXPERIENCE Equity Research experience is mandatory  ESSENTIAL QUALIFICATIONS MBA (Finance) from premier institutes LOCATION Mumbai Head Office CTC (Per Annum) Commensurate with experience CANDIDATE'S PROFILE 1. Have strong knowledge of ...

DESIGNATION Institutional Equities - Analyst EXPERIENCE RANGE More than 3 years of experience with in-depth knowledge of the any one sector or Working as an associate minimum 5 years CRITICAL EXPERIENCE Equity Research experience is mandatory  ESSENTIAL QUALIFICATIONS MBA (Finance) from premier institutes LOCATION Mumbai Head Office CTC (Per Annum) Commensurate with experience CANDIDATE'S PROFILE 1. Have strong knowledge of ...

About the Role:Are you deeply passionate about the stock market and driven by the pursuit of discovering high-growth investment opportunities? Our client seeks a motivated individual to join their team as a key contributor in equity research and fund management. This role is designed for those aspiring to build a ...

Key Responsibilities: Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls). Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations. Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs. Upsell and cross-sell mutual fund products ...

DESIGNATION Institutional Equities - Analyst EXPERIENCE RANGE More than 3 years of experience with in-depth knowledge of the any one sector or Working as an associate minimum 5 years CRITICAL EXPERIENCE Equity Research experience is mandatory  ESSENTIAL QUALIFICATIONS MBA (Finance) from premier institutes LOCATION Mumbai Head Office CTC (Per Annum) Commensurate with experience CANDIDATE'S PROFILE 1. Have strong knowledge of ...

  Responsible for evaluating products across Mutual Funds, PMS, AIF & Gift City offerings. Should be able to propose recommendations to the product team    Preparing various reports, strategy notes along with presentations.     Constructing  & reviewing asset allocation and model portfolios across asset classes.   Automation of research processes & creating fund evaluation models.     Hands on experience ...

Key Responsibilities:  Client Acquisition & Relationship Managemento Acquire new clients through referrals, walk-ins, leads, and cold calling.o Maintain and strengthen existing client relationships to drive client engagement.o Regularly update clients on market trends, portfolio performance and investment opportunities.  Trading & Executiono Execute buy/sell orders for equity, derivatives and other permitted ...

It is a BSE Debt Listed Company.It aims to be a one-stop investment solution for all types of investors, providing a comprehensive range of products including Fixed-Income Securities, Listed Equity, Real Estate, Unlisted Equity, Mutual Funds, and more. Generating consistent returns for over 8 years in the industry. Pool of Investors ...

Key Responsibilities: Client Relationship Management: Develop and maintain strong relationships with HNWIs. Act as the primary point of contact for clients, addressing their financial needs and concerns. Conduct regular reviews of client portfolios to ensure alignment with their financial goals. Financial Planning and Advisory: Provide comprehensive financial planning services, including investment, retirement, tax, and estate planning. Offer ...