1 Opening(s)
3.0 Year(s) To 8.0 Year(s)
10.00 LPA TO 15.00 LPA
Job Overview
We are seeking a highly skilled Wealth Manager with experience in managing Ultra-HNI portfolios and exposure to handling ₹500 crore+ Assets Under Management (AUM). The role involves delivering bespoke investment strategies, maintaining strong client relationships, and ensuring long-term wealth creation for high-value clients.
Key Responsibilities
Manage and grow relationships with Ultra-HNI ...
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
10.00 LPA TO 20.00 LPA
Financial Planning and Budgeting:
Assisting in the development of annual budgets and long-range financial plans.
Financial Forecasting:
Creating forecasts of future financial performance based on historical data, market trends, and business strategies.
Variance Analysis:
Analyzing differences between actual financial results and planned or budgeted figures, identifying key drivers of variances.
Financial Reporting:
Preparing regular financial reports for ...
1 Opening(s)
1.0 Year(s) To 12.0 Year(s)
13.00 LPA TO 14.00 LPA
Key Responsibilities:
Audit Planning & Execution:
Plan and execute risk-based internal audits of treasury functions including Forex, Money Markets, Derivatives, ALM, Investments, and Liquidity Management.
Evaluate treasury policies, procedures, and controls to ensure compliance with RBI guidelines, Basel norms, and internal risk frameworks.
Review front, mid, and back-office operations within treasury.
Risk Identification & Control ...
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.50 LPA TO 5.00 LPA
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 ...
1 Opening(s)
1.0 Year(s) To 3.0 Year(s)
Not Disclosed by Recruiter
About the Role:Are you deeply passionate about the stock market and driven by the pursuit of discovering high-growth investment opportunities? Our client seeks a motivated individual to join their team as a key contributor in equity research and fund management. This role is designed for those aspiring to build a ...
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)
2.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 3.60 LPA
11.08.25
112797
HPS/2025/432 HPS/2025/463
Accountant
Male/ Female
1
2 to 5
BCom/MCom/Tally / Tally Prime
8 Hours
Responsibilities
Analyze a company's income and expenses
Prepare financial statements
Create budgets and forecasts
Prepare financial reports for management
Manage cash flows and investments
Advise on accounting processes and business plans
Ensure compliance with accounting standards and legal requirements
Reconcile bank statements
Make financial audits
3 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.50 LPA TO 5.00 LPA
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 ...
1 Opening(s)
2.0 Year(s) To 3.0 Year(s)
4.00 LPA TO 5.00 LPA
Job description:
Responsible for managing client’s portfolios by assessing their needs and advising them on 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.
Research and build relationships with ...
2 Opening(s)
2.0 Year(s) To 3.0 Year(s)
4.00 LPA TO 5.00 LPA
Job description:
Responsible for managing client’s portfolios by assessing their needs and advising them on 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.
Research and build relationships with ...