220 Job openings found

As a Financial Consultant, the primary responsibilities involve acquiring new clients and offering in-depth financial advice and support to aid them in reaching their financial objectives and aspirations. The Financial Consultant collaborates closely with clients to grasp their financial requirements, evaluate their risk tolerance levels, and assist them in selecting ...

As a Financial Consultant, the primary responsibilities involve acquiring new clients and offering in-depth financial advice and support to aid them in reaching their financial objectives and aspirations. The Financial Consultant collaborates closely with clients to grasp their financial requirements, evaluate their risk tolerance levels, and assist them in selecting ...

Job Title: Research Analyst. Location: Mumbai, India Experience: 2–5 years Reports to: Portfolio Manager About Us Shriram AMC is a growing asset management firm offering differentiated investment strategies through Portfolio Management Services (PMS) and Mutual Funds. We focus on long-term, research-driven investing backed by rigorous bottom-up stock picking and sectoral analysis. Role Overview We are ...

We are hiring a dynamic Wealth Sales Manager with a strong background in insurance, mutual funds, SIPs, or broking. The ideal candidate will be responsible for acquiring high-net-worth clients, offering wealth management solutions, and driving investment product sales. Strong interpersonal skills and a proven track record in financial product sales ...

New Client Acquisition: Identify and onboard new clients to expand the customer base and strengthen relationships. Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance, Mutual Funds, PMS, SIPS, TGS, AlFs, Bonds, Unlisted Shares, IAP, and other financial services   offered  by MOFSL. Revenue Generation: Drive revenue growth by effectively managing sourced ...

  Product Management for new age Digital products ; managing P&L, creating product roadmap, creating go-to-market strategies, product marketing, fintech tie ups and managing risks Competition benchmarking, scouting  Fintech ecosystem and remaining  updated with emerging trends in bankin/fintech, to conceptualize executable ideas and present it to management Role will require developing product propositions ...

Product Manager – CMS, Wholesale Banking   Transaction Banking  Group Cash Management Services Location Mumbai Number of Positions 1 Reporting Relationships VP Position Grade DVP   Global Transaction Services Group is the Product & Product Sales function that provides product expertise to the various segments of Kotak Bank, spanning Consumer Bank, Commercial Bank and Wholesale Banking divisions. Products range from to cash management ...

Familiarity and good understanding of investment products such as Mutual Funds, PMS, Bank & Corporate deposits, Government Securities, Corporate Bonds, Equities, Insurance and real estate etc. Acquisition and handling a group of HNI (High Net Worth Exclusive) and UHNIs Clients. Responsible for selling various Third-Party Products. Must have had prior experience of sourcing ...

Motilal Oswal Financial Services Ltd About the job: Commodity Advisor -Motilal Oswal Company Description: Motilal Oswal Financial Services Ltd. (MOFSL) is a well-diversified financial services firm offering a range of financial products and services. Established in 1987, MOFSL has grown into a 10,500+ member team with a focus on customer-first ...

Our key client is hiring for Relationship Manager. Industry: Banking and Financial Services Products/ Services: Lockers, Deposits, General and Life Insurance, Mutual Funds Experience: Minimum of 1 year experience in Financial Product & Service sales    JOB DESCRIPTION Meeting Productivity targets as assigned by the Organization on month on month basis. Cross-Sell and Up-Sell to existing clients Ensure ...