1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
Not Disclosed by Recruiter
Key Responsibilities:
Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences.
Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.
Developing personalized financial plans and investment strategies aligned with client's objectives and risk profiles.
Recommending ...
2 Opening(s)
8.0 Year(s) To 10.0 Year(s)
18.00 LPA TO 23.00 LPA
POSITION: Manager / Sr. Manger – Business DevelopmentReports to (Position): SVP & Head – Business Development
Position Purpose: Managing key relationships across NDs, and Banks. Managing product recommendations and tie-ups.
Principal Accountabilities:
Manage key central relationships across banking & national distribution counters. Responsible for carrying and driving sales targets for the mapped relationships by coordinating ...
1 Opening(s)
0 To 1.0 Year(s)
0.00 LPA TO 0.00 LPA
We have an urgent opening for the position of Operations executive for a Reputed Company for the Kharghar Location
Roles and Responsibilities
Client servicing and back-end operations support for Direct clients
Online/offline transactions execution, tracking, and reconciliation
Handle client queries related to transactions
Provide transactional support to clients
Manage other activities i.e. Daily business MIS, Excel sheet, etc.
Desired Candidate Profile
Ideal ...
3 Opening(s)
2.0 Year(s) To 8.0 Year(s)
3.00 LPA TO 8.00 LPA
Job Description: - Wealth Distribution (B2B)The candidate will be responsible for expanding the B2B network for bonds, mutual funds,s and PMS products.Desired Experience & Exposure:-Experience selling financial products through the IFA Channel / Sub broker network (Preferably mutual fund and bonds).Mandatory Skills:-The candidate should possess excellent communication skills. Candidates should ...
1 Opening(s)
1.0 Year(s) To 3.0 Year(s)
4.00 LPA TO 5.00 LPA
Client Info:
The Company is a reputed and leading Mutual fund service provider, Their aim is to build a world class wealth management business through high quality and honest advice emerging from incisive research, breadth of product suite and product neutrality, they deals into investment products like Mutual funds – Equity, ...
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 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, ...
1 Opening(s)
1.0 Year(s) To 3.0 Year(s)
Not Disclosed by Recruiter
Job Summary:
We are looking for a motivated and target-driven Sales Executive to join our team. The candidate will be responsible for selling and promoting financial and investment products while building strong customer relationships.
Key Responsibilities:
Sell and promote Insurance, Mutual Funds, Equity Investment Products, and Broking Services.
Generate leads through calls, references, and ...
10 Opening(s)
1.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 5.00 LPA
As a Financial Consultant, the primary responsibilities involve acquiring new clients and offering in-depth financial advice and support to aid them in reaching their financial objectives and aspirations. The Financial Consultant collaborates closely with clients to grasp their financial requirements, evaluate their risk tolerance levels, and assist them in selecting ...
13 Opening(s)
1.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 5.00 LPA
As a Financial Consultant, the primary responsibilities involve acquiring new clients and offering in-depth financial advice and support to aid them in reaching their financial objectives and aspirations. The Financial Consultant collaborates closely with clients to grasp their financial requirements, evaluate their risk tolerance levels, and assist them in selecting ...