216 Job openings found

Our key client is hiring for Relationship Manager. Industry: Banking and Financial Services Products/ Services: Lockers, Deposits, General and Life Insurance, Mutual Funds Experience: Minimum of 1 year experience in Financial Product & Service sales    JOB DESCRIPTION Meeting Productivity targets as assigned by the Organization on month on month basis. Cross-Sell and Up-Sell to existing clients Ensure ...

Acquire, manage, and grow a portfolio of high-net-worth individual (HNI) clients Provide comprehensive wealth management solutions across investment products Advise clients on mutual funds, PMS, AIFs, insurance, bonds, and structured products Build long-term client relationships and ensure high levels of client satisfaction Drive revenue through client acquisition, cross-selling, and portfolio expansion Conduct regular portfolio reviews ...

Job Overview: As a Back Office Associate in the mutual funds or insurance sector, you will play a crucial role in ensuring the smooth and efficient functioning of administrative and operational tasks that support the core business activities. You'll be responsible for managing various backend processes that contribute to the overall ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share.  Identifying prospective clients & ...

Design infographics and creatives to communicate various messages related to fund or program—invites, e-mailers, social media posts, magazine, PPT slides etc.   Experience and Qualifications Design degree or experience of working with design companies in the past. Should be experienced in Designing Magazines (30 - 40 pager) Previous experience in the Mutual Fund or BFSI domain will get ...

Responsibility: Design infographics and creatives to communicate various messages related to fund or program- Invites, e-mailers, social media posts, magazine, PPT slides etc.Experience and Qualifications: Design degree or experience working with design companies in the past. Minimum 2-4 years of professional experience in graphics design. Previous experience in the mutual fund or BSFI domain ...

Job Title   Smart Trader   Key Skills     Deep understanding of stock markets particularly listed and its operations Analytical ability of stock market, stocks Analysis of technical parameters of stocks based on price movements over a period of time. Efficient in trading in stocks, future and options and generating profits out of trading activities Fully conversant with algo trading Quant ...

Job Summary : ● Understands deep value investing and long term vision. Ability to work independently with limited guidance or day-to-day oversight. Ability to work in a high-pressure environment. Ability to multi-task and work with a Can-Do attitude. ● Strong ethics and integrity. ● Building financial models, building & maintaining databases, preparing initiation ...

Job Title Quality Analyst – VRM (Outbound Processes) Role Summary The Quality Analyst (QA) will monitor and evaluate outbound VRM (Virtual Relationship Manager) interactions to ensure compliance, proper financial advisory, and superior customer experience. The role focuses on identifying performance gaps, reducing risk, and coaching agents to optimize conversion and service quality. Key Responsibilities Call ...

Playing Captain / Team Leader   Main Responsibility Manage 3–8 RMs Drive team revenue Acquire large clients Mentor RMs Monitor pipeline and conversions Team Target Example Team AUM: ₹200 Cr – ₹500 Cr Team Revenue: ₹3 Cr – ₹8 Cr Join one of India's fastest growing wealth management platforms What We Offer: * Entrepreneurial freedom to structure bespoke wealth solutions for HNI & ...