1 Opening(s)
3.0 Year(s) To 10.0 Year(s)
6.00 LPA TO 12.00 LPA
Candidate will be responsible for managing and advising on a variety of mutualfunds, monitoring market trends, .The ideal candidate has extensive experience with financial planning, investmentstrategies, conducting market research, preparing investment reports, assistingin creating investment strategies, facilitating transactions and risk management.They are typically tasked with financial analysis, forecasting, and assisting ...
5 Opening(s)
8.0 Year(s) To 20.0 Year(s)
19.00 LPA TO 22.00 LPA
Role/Job Title: Investment Portfolio Counsellor
Department: Wealth Management > Sales > Private Banking Group
Job Purpose:
IDFC FIRST Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor. As a leading financial institution, we are committed to providing our clients with the best investment solutions and services. We are looking for a dynamic individual who ...
1 Opening(s)
8.0 Year(s) To 15.0 Year(s)
35.00 LPA TO 40.00 LPA
Key Highlights:• 3 decades of experience in Financial Markets• SEBI registered Category I Merchant Banker• Association & Membership of NSE, BSE, BSE WDM, MCX, NCDEX, MCX-SX, CDSL• Access to Majority International Exchanges• Pan India Presence (Headquartered in Ahmedabad and Branch Offices in 8 Cities)• Team of 250+ professionals (CA, CFA, ...
1 Opening(s)
8.0 Year(s) To 10.0 Year(s)
30.00 LPA TO 40.00 LPA
Major Accountabilities:
Investment Recommendations and Analysis:
Generate timely and accurate investment recommendations, stocks, sectors, and ideas that deliver substantial returns to customers across all investor products and services.
Provide expert-level inputs for overall strategy, initiatives, goals, and budgets related to equities.
Client Coordination:
Regularly coordinate with Institution clients, Private Client Group (PCG), High Net Worth ...
1 Opening(s)
10.0 Year(s) To 12.0 Year(s)
15.00 LPA TO 18.00 LPA
Job Description:
Position Overview:We are looking for an experienced Senior Mutual Fund Distributor who has in-depth knowledge ofthe mutual fund industry, experience in managing client portfolios, and the ambition to eventuallystart their own broking firm. The ideal candidate will play a crucial role in building our firm,managing client relationships, and contributing ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
4.00 LPA TO 5.40 LPA
Execute trades in equity, derivatives, mutual funds, and bonds.
Create and execute short-term and long-term trading & investment strategies.
Monitor stock market trends, analyze price movements, and provide timely investment recommendations.
Research financial products and market developments to support investment decisions.
Prepare investment reports, performance analysis, and MIS on daily/weekly/monthly basis.
Maintain compliance with SEBI ...
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 ...
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
1 Opening(s)
4.0 Year(s) To 8.0 Year(s)
12.00 LPA TO 20.00 LPA
As a Buy-Side Equity Research Analyst, you will be responsible for conducting in-depth research and analysis of companies and industries to identify investment opportunities. You will work closely with portfolio managers and hedge funds to support decision-making processes and contribute to the overall investment strategy.
Key Responsibilities:• Perform detailed equity research, ...
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 ...