1 Opening(s)
3.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 5.00 LPA
Key Responsibilities:
Client Acquisition & Relationship Managemento Acquire new clients through referrals, walk-ins, leads, and cold calling.o Maintain and strengthen existing client relationships to drive client engagement.o Regularly update clients on market trends, portfolio performance and investment opportunities.
Trading & Executiono Execute buy/sell orders for equity, derivatives and other permitted ...
1 Opening(s)
3.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 5.00 LPA
Key Responsibilities: Develop and maintain relationships with clients to enhance client retention and growth. Acquire new clients through referrals, cold calling and marketing initiatives. Advise clients on investment options such as equities, derivatives, mutual funds, IPOs, margin trade funding and Loan against Shares based on their risk profile. Assist clients ...
1 Opening(s)
8.0 Year(s) To 12.0 Year(s)
9.00 LPA TO 10.00 LPA
Job Summary:We are looking for a dynamic and result-oriented Branch Manager to lead our stock broking branch. Therole requires strong leadership skills, a solid understanding of the capital markets and the ability to drivebusiness through client acquisition, team management and operational excellence.
Key Responsibilities: Lead, manage and grow the branch's retail ...
15 Opening(s)
4.0 Year(s) To 10.0 Year(s)
20.00 LPA TO 40.00 LPA
Key Responsibilities:
Client Relationship Management:
Develop and maintain strong relationships with HNWIs.
Act as the primary point of contact for clients, addressing their financial needs and concerns.
Conduct regular reviews of client portfolios to ensure alignment with their financial goals.
Financial Planning and Advisory:
Provide comprehensive financial planning services, including investment, retirement, tax, and estate planning.
Offer ...
1 Opening(s)
8.0 Year(s) To 17.0 Year(s)
35.00 LPA TO 45.00 LPA
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 ...
1 Opening(s)
8.0 Year(s) To 17.0 Year(s)
35.00 LPA TO 45.00 LPA
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 ...
1 Opening(s)
8.0 Year(s) To 17.0 Year(s)
35.00 LPA TO 45.00 LPA
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 ...
10 Opening(s)
8.0 Year(s) To 20.0 Year(s)
30.00 LPA TO 40.00 LPA
Key Responsibilities
Client Acquisition & Relationship Management:
Identify, acquire, and manage relationships with HNI/UHNI clients.
Build deep and trusted advisory relationships by understanding client needs across investments, banking, credit, and wealth planning.
Portfolio Management:
Manage client portfolios to ensure consistent revenue growth and retention.
Conduct periodic reviews of client portfolios to ensure alignment with client goals ...
5 Opening(s)
5.0 Year(s) To 7.0 Year(s)
25.00 LPA TO 35.00 LPA
Job Title: Private Banker Department: Wealth Management / Retail Banking Location: [City, State] Reporting To: Regional Head – Private Banking / Wealth Management
Job Purpose
To manage high-net-worth (HNW) clients, provide tailored financial advice, and offer investment solutions aligned with their financial goals. The role involves building strong client relationships, driving portfolio ...
1 Opening(s)
8.0 Year(s) To 15.0 Year(s)
20.00 LPA TO 25.00 LPA
Description:AVP– Independent Financial Advisor (IFA)Location: AhmedabadReporting To: DirectorEmployment Type: Full-TimeKey Responsibilities:1. Strategic Planning and Leadership:• Develop and execute the sales strategy to drive business growth through theIndependent Financial Advisor (IFA) channel.• Set and monitor sales targets, KPIs, and budgets for the IFA sales team.• Identify and capitalize on new business ...