260 Job openings found

Key Responsibilities:* Manage client interactions and communications effectively.* Handle mutual fund account openings, KYC processes, and other related documentation.* Coordinate with mutual fund companies, insurance providers, and financial partners regarding ongoing investments.* Track internal documents, maintain data records, and follow up with respective parties.* Manage basic social media platforms for ...

Job Description for Client Services Officer - Chennai Key Responsibilities: Acceptance and scrutiny of financial and non-financial transaction over the counter. Addressing queries of walk-in investors and distributors. Time-stamping applications and ensuring necessary system entries and dispatch to RTA local branch Coordinate with RTA branches which are part of the corresponding Zone and with ...

Job Description for Client Services Officer - Chennai Key Responsibilities: Acceptance and scrutiny of financial and non-financial transaction over the counter. Addressing queries of walk-in investors and distributors. Time-stamping applications and ensuring necessary system entries and dispatch to RTA local branch Coordinate with RTA branches which are part of the corresponding Zone and with ...

  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 ...

Raise funds for your expansions and acquisitions, refinance your business or restructure your existing debt with our hybrid solutions aimed at debt capital markets. You can leverage our market knowledge through tailor made solutions for hassle free operations and convenience of your business. We are uniquely structured to efficiently manage all ...

Job Title: Fund Accounting Manager Job Summary The Fund Accounting Manager is responsible for overseeing the accounting, valuation, and financial reporting of investment funds. This role ensures accurate NAV calculations, compliance with regulatory standards, and timely financial statements while managing a team of fund accountants and coordinating with internal and external stakeholders. Key ...

Key Highlights:• 3 decades of experience in Financial Markets• SEBI registered Category I Merchant Banker• Association & Membership of NSE, BSE, BSE WDM, MCX, NCDEX, MCX-SX, CDSL• Access to Majority International Exchanges• Pan India Presence (Headquartered in Ahmedabad and Branch Offices in 8 Cities)• Team of 250+ professionals (CA, CFA, ...

Job Title: Senior Manager / ManagerLocation: Mumbai-HODepartment: Banking & TreasuryReporting To: Head – TreasuryRole Summary:We are seeking an experienced Treasury professional to manage end-to-end fund raising & treasuryoperations for multiple Renewable Energy SPVs.The role will focus mainly on Fund raising and other routine treasury activities like daily cashmanagement, LC & ...

  Relationship Manager – Retail Sales (IFA)Position Purpose: Working with distributors across assigned channels 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 ...

  Mixed channel sales MFD experience preferred Candidate will have to handle Moradabad and Bareilly regions   Relationship Manager – Retail SalesPosition Purpose: Working with distributors across assigned channels 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 ...