307 Job openings found

 Assuming overall responsibility for the company’s process development function Liaising with customers and colleagues to co-ordinate product trials and launches Ensuring that all information from trials is correct and that any issues are resolved ateach stage of the process Making sure that all new products adhere to customer technical ...

Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...

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 ...

The HNI (High Net worth individuals) relationship manager is accountable fora portfolio of High Net worth Clients, integrating and coordinating all Banks’Group products, services and resources in order to maximize the value of thebusiness relationship and ensure profitability for the Bank and the ClientManaging the banking and investments relationship with ...

1.Head – Corporate Finance RESPONSIBILITIES 1. Financial strategy development2. Risk Management3. Budgeting and forecasting4. Compliance5. Financial reporting6. Budgeting7. Cash flow management8. Financial analysis9. Financial modelling10. Direct investments11. Maximizing profitability and minimizing costs12. Debt management13. Explain financial data to company managers14. Mergers & acquisitions (m&a)15. Organize financial policies16. Recording transactions17. Capital and investment ...

Job Purpose: To design, deliver, and evaluate sales training programs that enhance the selling skills, product knowledge, and customer engagement abilities of front-line banking staff, ensuring achievement of business targets and superior customer experience. Key Responsibilities: Training Delivery Conduct classroom, virtual, and on-the-job training sessions for Relationship Managers, Branch Sales Officers, and other sales ...

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 ...

Job description: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management)from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overallfinancial portfolio and deepening the wallet from existing clients To coordinate with product and research team ...

  Job description: Responsible for managing client’s portfolios by assessing their needs and advising themon their Investments, based on the research reports generated by the research department. Communicating trading on calls and investing ideas to customers. To trade on behalf of clients. Responsible for brokerage generation. Cross selling third party products. ...

A General Accountant's role involves maintaining financial records, preparing reports, and ensuring compliance with accounting regulations. This includes tasks like bookkeeping, account reconciliation, and financial statement preparation. They analyze financial data, assist with budgeting and forecasting, and may also be involved in tax preparation and audit processes.    Here's a more detailed breakdown: Key Responsibilities: Maintaining Financial ...