1 Opening(s)
3.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 5.00 LPA
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 ...
3 Opening(s)
2.0 Year(s) To 8.0 Year(s)
8.00 LPA TO 10.00 LPA
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 ...
15 Opening(s)
4.0 Year(s) To 10.0 Year(s)
20.00 LPA TO 40.00 LPA
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 ...
10 Opening(s)
3.0 Year(s) To 12.0 Year(s)
10.00 LPA TO 40.00 LPA
Client Acquisition & Business Development:
Acquire new priority banking clients through referrals, networking, and market outreach.
Identify and cultivate relationships with HNW and UHNW clients.
Develop and execute strategies to achieve revenue and client acquisition targets.
Conduct market research to identify business opportunities and stay updated on wealth management trends.
Wealth Advisory & Relationship Management:
Understand ...
1 Opening(s)
3.0 Year(s) To 6.0 Year(s)
12.00 LPA TO 14.00 LPA
Key Responsibilities:
Cash Management:
Oversee daily cash flow management, ensuring sufficient liquidity for operational needs and investment opportunities.
Coordinate the movement of funds between accounts and maintain appropriate liquidity levels.
Ensure accurate forecasting of cash positions and funding requirements.
Treasury Operations Oversight:
Supervise and manage the treasury operations team, ensuring effective execution of payment transactions, trade ...
15 Opening(s)
4.0 Year(s) To 10.0 Year(s)
30.00 LPA TO 45.00 LPA
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 ...
1 Opening(s)
5.0 Year(s) To 8.0 Year(s)
10.00 LPA TO 12.00 LPA
A financial analyst's job is to provide financial advice to companies and teams. They analyze financial data, assess investment opportunities, and help businesses make financial decisions.
Responsibilities
Investment analysis
Assess the potential returns and risks of investments like stocks, bonds, real estate, and commodities
Financial modeling
Use financial models to visualize an organization's financial health and predict ...
1 Opening(s)
1.0 Year(s) To 2.0 Year(s)
15.00 LPA TO 22.00 LPA
Description:
One of our esteem client into boutique investment based out of Mumbai is looking for CA rank holders.Public Equity Research Analyst (Buy Side) - AhmedabadResponsibility:- The role involves supporting the equity research team in implementing the firm investment philosophy.- Going through news, announcements and insider buying daily to generate idea.- Working ...
1 Opening(s)
15.0 Year(s) To 20.0 Year(s)
25.00 LPA TO 35.00 LPA
Person from Chemical Industry will be given the first preference.
We are seeking a dynamic and experienced Commercial Head to join our executive team with a clear path to transition into the role of Chief Executive Officer (CEO) within the next 2-3 years. As the Commercial Head, candidate will be responsible ...
15 Opening(s)
4.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 10.00 LPA
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 ...