74 Job openings found

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 ...

Position:      Chief Financial Officer Location:       Vapi Experience:   15 - 17 Years Industries:     Automobile   Responsibilities:         Financial Planning and Analysis Lead and oversee all aspects of financial planning and analysis (FP&A) Monitor financial performance by measuring and analyzing results, initiating corrective actions, and minimizing the impact of variances Provide accurate and timely ...

Description:   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 ...

Job Summary The Area Head - Wealth is responsible for leading and managing the wealth management team across the designated area. This role ensures the achievement of revenue targets, client acquisition, and portfolio growth while maintaining high standards of client satisfaction and adherence to compliance and regulatory guidelines. Key Responsibilities Strategic Leadership Develop and ...

We are hiring a Chartered Accountant in Ahmedabad. Job Title: Chartered Accountant (CA) – Real EstateLocation: Mithakhali, AhmedabadReports To: CFO/Finance Manager/Director Salary: Up to 7 LPAJob Type: Full-time Key Responsibilities: Financial Reporting & Analysis:Prepare and review monthly, quarterly, and annual financial statements, including profit and loss, balance sheet, and cash flow statements.Conduct financial analysis to ...

We are looking for an experienced Chief Financial Officer or CFO to perform effective risk management and plan the organization’s financial strategy. It is a very important and complex role since an organization can only survive if it actively investigates and safeguards its finances. A CFO must be well-versed in all aspects of financial ...

Position:        General Manager – Account & Finance Location:        Silvassa Experience:     14 - 20 Years Industries:      Polymer   Key Responsibilities: Financial Management & Reporting: Develop and oversee financial strategies, policies, and procedures. Ensure accurate and timely preparation of financial statements, including Balance Sheet and Profit & Loss statements, MIS reports. Conduct financial analysis and ...

Job Description: The Institutional Sales Manager/ Corporate Gifting Manager is responsible for leading and managing the sales team in acquiring and maintaining institutional clients for the company. This role involves developing and implementing sales strategies to achieve revenue targets, fostering strong relationships with institutional clients, and effectively managing the sales ...

Head Group Strategy JB7: - MBA from a premier Institute or relevant experience in Insurance strategy, preferably Group - Experience of around 10 years - Strong command on numbers and business drivers of Group Business - Lead Industry mapping, Business planning, forecasting and performance tracking - Deliver clear, data backed strategic inputs to guide business ...

🔹 Key Responsibilities: Execute high-volume equity trades, especially for HNI clients Monitor market trends and analyze financial data Manage HNI accounts and client portfolios Ensure regulatory compliance during trades Collaborate with internal teams for investment strategies ✅ Required Qualifications: Bachelor’s degree (any field) NISM Series VIII certification – Mandatory Experience in equity dealing or trading preferred Proficient in trading platforms ...