229 Job openings found

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 & ...

Accountant Roles and Responsibilities • Verifying, allocating, posting and reconciling accounts payable and receivable • Managing the shares / mutual fund investment portfolio of the promoters • Managing M-Profit application • Managing accounting assistants and bookkeepers • Coordinating with the factory for accounts payable and GST. • Working with the C.A. firm for finalization of accounts ...

Relationship Manager for PMS and AIF sales in the B2B segment (IFAs, and wealthmanagement firms).Budget – 10-12 LacsLocation – Mumbai & AhmedabadVacancy – 2 post (one for each location)Key Roles & Responsibilities• Partner Acquisition & Empanelment: Identify, prospect, and onboard new B2B Mutual Fund Distributors (MFDs), Independent Financial Advisors (IFAs)• ...

Role Purpose:The Head Institutional Sales will be responsible for driving institutional AUM growth, managing key corporate and institutional relationships, and expanding the companys footprint across corporates, banks, insurance companies, pension funds, trusts, and large treasuries.This is a strategic leadership role with direct ownership of revenue, client acquisition, retention, and team ...

Position Name : Customer Care Executive- Inbound Process Location : Ahmedabad No. of openings : 5Work Schedule : 6 Days Working & 2 Rotational Saturdays Off Work Timings : Day Shift Only Job Type : On-roll full time Job Description : We are looking for a Customer Care Executive to handle complaints, provide appropriate solution and ...

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 ...

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 & ...

Handling Regional Distributors in assigned region. Build and Nurture relationships with IFA Channel Driving the distributors to sell products Ensure service/ operational issues are solved and meet high service standards Complete adherence to processes and compliance requirements   Perseverance, high on intrinsic motivation and driven by targets Self-starter and possess good verbal and written communication skills, be ...

 The Private Client Group (PCG) caters to high-net-worth and ultra-high-net-worth individuals, and an RM in this division is responsible for managing these client relationships. The role involves providing financial and wealth management services to an exclusive clientele.  Job description Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships ...

PCG Desk Head 9 - 14 years Job description Looking for PCG Desk Head to join our dynamic team and embark on a rewarding career journey. Lead and oversee the overall operations, strategy, and performance of the assigned department or organization Develop and implement policies, processes, and objectives to achieve organizational goals Foster collaboration among teams ...