216 Job openings found

  Deputy Manager – Client Services Key Accountabilities: Manage the local branch and upcountry locations in terms of operations, stakeholder management, customer service, sales escalations etc. Perform branch operation functions such as receiving/ verifying applications and time stamping. Ensure timely follow-up and closure on any pending requests for self and team Generating MIS reports for the zone and ...

Position Chief Risk Officer Role Ø  Establishing an organisation wide risk conscious culture. Formulate and implement structured reporting process for risk monitoring Ø  Responsible for overall risk management related activities of the AMC and Mutual Fund Schemes Ø  Responsible for implementation and governance of RMF across the AMC and the Mutual Fund Schemes     Job Description Ø  Ensure ...

AUM Reconciliation: Ensuring accurate and timely reconciliation of AUM with inhouse system, demat account and fund houses, identifying discrepancies, and resolving any issues. Brokerage Reconciliation: Performing regular reconciliations of brokerage and commission statements received from brokers, identifying discrepancies, and ensuring timely resolution. Mutual Fund Transaction Processing: Accurately processing and recording mutual fund ...

Job Summary: We are seeking a Sales Manager (Female) with 8 to 10 years of experience in sales preferably in fi nancial products. The ideal candidate will be responsible for acquiring new clients, building strong relationships, and achieving defi ned sales targets. This role demands excellent communication skills, a confi ...

Relationship Manager Job Description: Acquisition of Direct Clients as well as Business Associates for Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business Responsible for achieving his individual Target of Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business Responsible for achieving his Minimum KRA & Monthly Target of New Client ...

Role Details: Designation: DM- Digital Customer Connect & Experience, OutboundRole type: Wealth Associate Department: DigitalReporting to: Deputy Manager / Senior Manager - Digital Customer Connect & ExperienceLocation: Mumbai HO Your Role (summary): 1) This role will be responsible for2) Engage existing customers through outbound calls driven by service triggers, lifecycle events, and digital activity. 3) Drive ...

Role Details: Designation: Executive- Digital Customer Connect & Experience, OutboundRole type: Wealth Associate Department: DigitalReporting to: Deputy Manager / Senior Manager - Digital Customer Connect & ExperienceLocation: Mumbai HO Your Role (summary): 1) This role will be responsible for2) Engage existing customers through outbound calls driven by service triggers, lifecycle events, and digital activity. 3) Drive ...

Working with business teams and Product team Single point of contract person for Operational work Well versed with all products Vis Broking, DP, TPP, Unlisted, MF etc. Addressing internal queries, data requirements and escalations   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 ...

Job Profile: Relationship Management. Customer Profiling Client interaction References from existing clients to acquire new clients Updating clients on the market Giving the proper information to clients of a transaction at a specific interval.  Strive towards achieving an individual goal and thereby the branch and organizational goals. Cross Selling   Candidate’s Profile: Hardworking & Confident. Smart Presentable. Go getting attitude. Experience in client handling. Should ...

Job Profile: Relationship Management. Customer Profiling Client interaction References from existing clients to acquire new clients Updating clients on the market Giving the proper information to clients of a transaction at a specific interval.  Strive towards achieving an individual goal and thereby the branch and organizational goals. Cross Selling   Candidate’s Profile: Hardworking & Confident. Smart Presentable. Go getting attitude. Experience in client handling. Should ...