1 Opening(s)
0 To 0
0.00 LPA TO 2.00 LPA
Please find the details for the same:-
Job Location: Kharghar.
Job Timing: 10 am to 6:30 pm.
Job Type: Permanent.
Weekly Off: Sunday.
Salary: As per company norms.
Experience: Freshers.
Qualification: Graduate.
Gender: Female.
Vacancy: 1
Job Profile:
Handling Data Entries.
Handling Walkin clients.
Doing back office work in Mutual Fund.
Filling forms.
Candidate’s Profile:
Hard Work.
Dedicated to work.
Go getting attitude.
Good/Fluent Communication Skills.
Smart and Presentable.
Company Profile: ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
4.00 LPA TO 8.00 LPA
ob Profile: Full Stack Java Developer
Functional Area: IT Software – Application Programming, Maintenance Industry (Domain)Type: Mutual Fund, Insurance, Exchange Transaction
Work Timing: As per client policy Work Days: 6 days a week(It may differ as per client policy)
Education: Any Graduate / Post Graduate / Masters
Job Description: 1) Software Coding as per ...
1 Opening(s)
2.0 Year(s) To 7.0 Year(s)
3.00 LPA TO 3.60 LPA
Position Name:
Operation Executive- Investments
Total position: 1
Experience: 2-3 Years (Preferably Investment/Advisory/Wealth management)
Qualification: Post-Graduation (Preferably MBA-Finance)
CTC: 3 LPA to 3.60 LPA
Location: HO Ahmedabad
Roles & Responsibilities
Managing entire lifecycle for each investment - onboarding, KYC, account setup, investor reports, etc.
Manage daily investment operations for liquid funds (Process daily transactions including MF, PMS, etc), and managing capital calls, reporting, ...
5 Opening(s)
3.0 Year(s) To 15.0 Year(s)
15.00 LPA TO 25.00 LPA
The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory.
Manage a portfolio of affluent / HNI customers
Deepen relationships and increase wallet share
Ensure high-quality client engagement & retention
Promote and sell:
Mutual Funds
Insurance (Life & General)
PMS / AIF ...
- Affluent Banking
- Hni Clients
- Wealth Management
- Private Banking
- Relationship Manager
- Aum Growth
- Portfolio Management
- Mutual Funds
- Insurance Sales
- Pms
- Aif
- Structured Products
- Financial Advisory
- Investment Advisory
- Cross Selling
- Upselling
- Revenue Generation
- Client Acquisition
- Client Retention
- Asset Allocation
- Risk Profiling
- Wealth Products
5 Opening(s)
3.0 Year(s) To 15.0 Year(s)
15.00 LPA TO 25.00 LPA
The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory.
Manage a portfolio of affluent / HNI customers
Deepen relationships and increase wallet share
Ensure high-quality client engagement & retention
Promote and sell:
Mutual Funds
Insurance (Life & General)
PMS / AIF ...
- Affluent Banking
- Hni Clients
- Wealth Management
- Private Banking
- Relationship Manager
- Aum Growth
- Portfolio Management
- Mutual Funds
- Insurance Sales
- Pms
- Aif
- Structured Products
- Financial Advisory
- Investment Advisory
- Cross Selling
- Upselling
- Revenue Generation
- Client Acquisition
- Client Retention
- Asset Allocation
- Risk Profiling
- Wealth Products
6 Opening(s)
2.0 Year(s) To 8.0 Year(s)
6.00 LPA TO 13.88 LPA
We are looking for a dynamic and customer-focused Relationship Manager for the First Wealth segment. The candidate will be responsible for managing HNI customer relationships, driving wealth product sales, and providing financial solutions aligned with customer needs.
Key Responsibilities:
Acquire and manage HNI / affluent customer relationships
Cross-sell wealth products such as Mutual ...
- Portfolio
- Relationship Manager
- Wealth
- Casa
- Mutual Fund
- Hni
- Ultra Hni
- Wealth Management
- Relationship Management
- Hni Client Handling
- Portfolio Management
- Investment Advisory
- Mutual Funds
- Cross Selling
- Banking Sales
- Financial Products
- Client Acquisition
- Customer Relationship Management
- Revenue Generation
- Retail Banking
- Liabilities Sales
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
5.00 LPA TO 6.00 LPA
Role Summary:He would be responsible for the overall branch business and operations. His primary responsibility is businessdevelopment and needs to add more IFA / Business partners, to activate and motivate the existing partners forbusiness. Also to do various activities to generate leads for recruitment of new partners. He needs to ...
2 Opening(s)
10.0 Year(s) To 12.0 Year(s)
12.00 LPA TO 18.00 LPA
Onboarding – account setup with proper Due diligence
AP registration
Exchange co-ordination and setup
Payout management – Processing and payment
Deposit Management
Marketing support, Product support
GST calculation and co-ordination
Key Skills
Experience of back oƯice/DP-operations work in a Stock broking/Securities firm, Mutual Fund,etc.
Experience in Equity, F&O, Commodities, NSDL and CDSL exposure - operations
Experience in working in Broking ...
1 Opening(s)
3.0 Year(s) To 8.0 Year(s)
9.00 LPA TO 10.00 LPA
POSITION: Relationship Manager – Sales
Position Purpose: Working with Channel across assigned areas with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.
Principal Accountabilities:
Generating Business
Contribute to sustained growth in sales through initiatives targeted at long term development of ...
1 Opening(s)
3.0 Year(s) To 8.0 Year(s)
9.00 LPA TO 9.00 LPA
POSITION: Relationship Manager – Sales
Position Purpose: Working with Channel across assigned areas with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.
Principal Accountabilities:
Generating Business
Contribute to sustained growth in sales through initiatives targeted at long term development of ...