228 Job openings found

Department Wealth Management Position Executive--Business Development Primary reporting authority Team Leader/Relationship Manager Secondary reporting authority Director Required Qualification I - MBA (Finance/Marketing) II - M.Com, B.Com, BBA or such other commerce graduate with strong and relevant experience in the subject matter Required Experience Not less than 1-2 years (Age 24-30 Years)  Location Mumbai           Required Minimum Computer Skills Microsoft Office applications (Word, Excel, Powerpoint, Outlook) Beneficial Computer ...

Overview: The QPFP is a certified financial professional trained to provide comprehensive personal finance advice, covering key areas such as investments, insurance, taxation, retirement, and estate planning. The role involves helping clients build, protect, and manage their wealth through structured financial planning aligned with their life goals. --- Key Responsibilities: 1. Client Financial Planning:Understand ...

Job Description: Product Manager (Fintech)Location: Mumbai- Goregaon East About Role:We are a fast-growing fintech startup on a mission to democratize investing in India. Our platform simplifies the process of investing in stocks, mutual funds, and cryptocurrencies by providing expertly curated ideas and a seamless user experience. We are seeking a passionate ...

Job Description – Finance & Accounts Manager Location: Nariman Point, Mumbai Reporting To: Director/CFO (with close interaction with Business Heads) Contact: hetshah@ldventures.in About Us We are a growing investment platform with 20+ years of experience in real estate and finance. Our focus spans real estate projects across India (residential, commercial, mixed-use) and global ...

Job Description- Nurture and manage end to end customer relationship by fulfilling all their banking needsthrough wealth solutions provided by IDFC solution- Provide a seamless banking experience from a product and interpersonal point of view- Achieve organizational objectives of high customer satisfaction scores- Acquire Customers through natural market, open market ...

 We need to hire a person who can take care of corporate financial investments (like bonds, gold, crypto currencies and equity markets) Predominantly, will need to work on crypto market. 50% base salary and rest 50% is variable part Position: Job Description:  Responsible for corporate financial investments of the company Responsible for managing ...

Job description: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management)from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overallfinancial portfolio and deepening the wallet from existing clients To coordinate with product and research team ...

We are seeking a dynamic and results-driven telecaller to promote and sell banking products and services, including savings accounts, credit cards, loans, insurance, and investment products. This role requires excellent communication skills, customer service focus, and a strong understanding of financial products.  Key Responsibilities: Acquire new customers for retail banking products through ...

Key Result Areas : Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas) Key Result Areas Revenue Generation - • Net Revenue achievement as per targets from existing ...

Job Title: Business Support Executive – Wealth ManagementJob Summary:We are looking for a proactive and organized Business Support Executive to support our WealthManagement team. The ideal candidate will have experience in coordinating with business partners andHNI clients, managing backend processes, and ensuring seamless communication across internal andexternal stakeholders. Key Responsibilities:• Act ...