1 Opening(s)
5.0 Year(s) To 8.0 Year(s)
30.00 LPA TO 30.00 LPA
Role OverviewWe are looking for an experienced Product Manager with strong exposure to financial products and FinTech platforms. The candidate should be able to understand financial products from both a business and technology perspective and act as the key bridge between management/business teams and technology partners.Key Requirements• Minimum 5–8 years ...
6 Opening(s)
3.0 Year(s) To 6.0 Year(s)
8.00 LPA TO 12.00 LPA
As a Relationship Manager/Senior Relationship Manager, you will be responsible for providingpersonalized financial advice and guidance to high net worth individuals. You will play a crucial role inmanaging and growing our clients' wealth portfolios, while ensuring excellent customer satisfaction.This is a dynamic role that requires a deep understanding of financial ...
1 Opening(s)
5.0 Year(s) To 6.0 Year(s)
9.00 LPA TO 10.00 LPA
Key Responsibilities✅ Preparation & finalization of Standalone and Consolidated Financial Statements (IGAAP)✅ RBI/NBFC compliances, DNBS Returns & CIBIL Reporting✅ GST, TDS, Income Tax, PF, PT, NPS, Payroll & other statutory compliances✅ Income Tax Returns & Advance Tax workings✅ Accounting in Tally ERP, Ledger Scrutiny, Reconciliations, Budgeting, Cash Flow & MIS ...
1 Opening(s)
10.0 Year(s) To 12.0 Year(s)
Not Disclosed by Recruiter
Job Summary:
We are looking for a Senior Account Manager to lead the Client Servicing function. The role is responsible for managing key client relationships, translating business requirements into actionable briefs, driving project delivery, and ensuring seamless coordination between clients and internal teams.
Key Responsibilities:
• Own and manage key client relationships. • ...
1 Opening(s)
1.0 Year(s) To 2.0 Year(s)
Not Disclosed by Recruiter
Role Overview
This role is a hybrid of marketing execution and financial content creation. You will contribute to campaigns, events, and digital engagement while also producing high-quality financial content for brand building, thought leadership, and client education.It’s ideal for someone who is both creative and finance-savvy, with strong communication skills and ...
5 Opening(s)
2.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 12.00 LPA
Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs.
Enable and influence branch teams to cross sell the investment products
Joint meetings with HNI customers of branch teams
Help branch team achieve their cross sell targets.
Periodic review of client’s portfolio to ensure that they are in line with ...
- Investment Advisory
- Mutual Funds
- Pms
- Aif
- Private Equity
- Structured Products
- Wealth Management
- Portfolio Review
- Hni Client Management
- Cross-selling
- Relationship Management
- Financial Planning
- Investment Products Training
- Client Portfolio Management
- Branch Team Coordination
- Revenue Generation
- Financial Markets
- Client Acquisition
- Sales Enablement
- Portfolio Advisory
2 Opening(s)
1.0 Year(s) To 2.0 Year(s)
2.16 LPA TO 3.60 LPA
Job Description – Sales Manager
We are hiring motivated and professional candidates for the role of Sales Manager.
Key Responsibilities
Generate sales and achieve business targets
Build and maintain client relationships
Promote financial products and services
Handle client queries and sales coordination
Eligibility Criteria
Freshers
Graduate preferred (Commerce, Economics, BBA)
Good communication and sales skills
MBA Freshers
MBA completed or pursuing with ...
2 Opening(s)
1.0 Year(s) To 2.0 Year(s)
2.16 LPA TO 3.60 LPA
Job Description – Client Relationship Manager
We are hiring dynamic and professional candidates for the role of Client Relationship Manager.
Key Responsibilities
Manage and build client relationships
Promote financial products and services
Handle client queries and support sales activities
Achieve sales and business targets
Eligibility Criteria
Freshers
Graduate preferred (Commerce, Economics, BBA)
Good communication skills
MBA Freshers
MBA completed or pursuing with ...
2 Opening(s)
10.0 Year(s) To 20.0 Year(s)
25.00 LPA TO 40.00 LPA
The Regional Head – PCG will be responsible for leading and managing the Private Client Group business across Gujarat, with a primary focus on servicing and growing relationships with High Net Worth Individual (HNI) clients.This is a strategic leadership role with a “non-playing captain” approach, where the incumbent will drive ...
- Wealth Management
- Private Banking
- Hni Clients
- Uhni Clients
- Aum Growth
- Portfolio Management
- Investment Advisory
- Relationship Management
- Business Development
- Team Leadership
- Cluster Head
- Regional Head
- Client Acquisition
- Client Retention
- Financial Products
- Equity
- Mutual Funds
- Pms
- Alternate Investments
- Wealth Strategy
- Revenue Targets
- Market Penetration.
4 Opening(s)
2.0 Year(s) To 6.0 Year(s)
5.00 LPA TO 8.00 LPA
Trade Execution: Placing equity and derivative orders on behalf of clients.
Providing end-to-end advisory services with a focus on AUM product penetration.
Cross selling of third-party investment products (Insurance, MF, PMS, SIP’s, TGS, AIF,
Bonds, FD, Unlisted shares, IAP & other services
Manage existing clients and improve brokerage/AUM
Achieve assigned monthly revenue and acquisition targets