67 Job openings found

Client Info:   Company is a Mumbai based Financial Services Company providing end-to-end financing, lending and wealth management solutions. Company are a team of Chartered Accountants and Chartered Financial Analysts with rich experience..Company considerable investment in scientific research, data and technology has produced innovations ranging from new investment strategies and risk management tools, ...

Client Info:   Company is a Mumbai based Financial Services Company providing end-to-end financing, lending and wealth management solutions. Company are a team of Chartered Accountants and Chartered Financial Analysts with rich experience..Company considerable investment in scientific research, data and technology has produced innovations ranging from new investment strategies and risk management tools, ...

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 ...

Key Responsibilities: Develop and maintain relationships with clients to enhance client retention and growth. Acquire new clients through referrals, cold calling and marketing initiatives. Advise clients on investment options such as equities, derivatives, mutual funds, IPOs, margin trade funding and Loan against Shares based on their risk profile. Assist clients ...

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 ...

Sr. Manager - Finance Requirement: Oversee the preparation of financial statements, budgets, and forecasts. Ensure compliance with accounting standards and financial regulations. Manage the accounting team to ensure efficiency and accuracy. Develop and implement financial strategies to improve profitability. Conduct financial analysis and provide insights to senior management. Coordinate and lead the annual audit process. Manage cash flow, ...