1 Opening(s)
4.0 Year(s) To 8.0 Year(s)
4.00 LPA TO 8.00 LPA
Research backed tactical calls on specific themes, sector and fund concepts with the Mutual Funds space.
Pivotal role in tracking the performance of Equity & Hybrid Mutual Fund
Proven ability in conducting webinars on different MF topics for clients
Deftly developed a presentation for Investor Education program, Market review, Internal Performance Review, ...
1 Opening(s)
3.0 Year(s) To 8.0 Year(s)
11.00 LPA TO 11.00 LPA
POSITION: Relationship Manager – MFD Sales
Position Purpose: Working with IFA Channel across assigned areas 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 ...
1 Opening(s)
9.0 Year(s) To 15.0 Year(s)
Not Disclosed by Recruiter
Key Role & Responsibilities
Fund Raising
Spearheaded the fund-raising efforts, good relationship with global/domestic /Banks, FIIs.
Leading the fund-raising initiative of the Company to ensure clear visibility of funds/credit limit for ensuring the AUM growth and Cash Flows.
Representing company to Institutional Investors, PE firms, Mutual Funds, Banks, FI, FIIs, Rating Agencies, Debenture Trustees, Registrars, ...
1 Opening(s)
10.0 Year(s) To 16.0 Year(s)
Not Disclosed by Recruiter
Key Role & Responsibilities
Fund Raising
Spearheaded the fund-raising efforts, good relationship with global/domestic /Banks, FIIs.
Leading the fund-raising initiative of the Company to ensure clear visibility of funds/credit limit for ensuring the AUM growth and Cash Flows.
Representing company to Institutional Investors, PE firms, Mutual Funds, Banks, FI, FIIs, Rating Agencies, Debenture Trustees, Registrars, Brokers/intermediaries ...
4 Opening(s)
3.0 Year(s) To 8.0 Year(s)
11.00 LPA TO 11.00 LPA
POSITION: Relationship Manager – Banking Sales
Position Purpose: Working with Banking Channel across assigned areas 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 ...
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)
5.0 Year(s) To 10.0 Year(s)
5.00 LPA TO 6.00 LPA
Role Summary:He would be responsible for the overall branch business and operations. His primary responsibility is businessdevelopment and needs to add more IFA / Business partners, to activate and motivate the existing partners forbusiness. Also to do various activities to generate leads for recruitment of new partners. He needs to ...
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 ...
2 Opening(s)
1.0 Year(s) To 5.0 Year(s)
1.80 LPA TO 2.40 LPA
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 ...