298 Job openings found

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 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 ...

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 ...

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 ...

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 ...

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 ...

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

Designation – Accounts Executive (Sales)  Gender – Male/Female. Work Timings – 11 AM – 7 PM. Working Days – 6 (Monday to Saturday). Work Location – First Floor, Bldg No. C-9/ Godown No. 1,2 & 3, Shree Arihant Compound, Retibunder Road, Kalher,  Bhiwandi   Job Details:Rajlaxmi Home Products Pvt Ltd (RHPL) is seeking a Senior Accounts ...