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 ...
1 Opening(s)
8.0 Year(s) To 10.0 Year(s)
20.00 LPA TO 20.00 LPA
Role type: Individual Contributor / People Manager
Department: Risk Management
Reporting to: Chief Risk Officer
Location: Mumbai
Your Role (summary):
To help organization in establishing, implementing and overseeing various risk management practices and policies. The candidate would be responsible for identifying and assessing risk in various functions and help establish mitigants to address these risks.
You ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
11.00 LPA TO 11.50 LPA
Key Result Areas
KRA (Accountabilities)
Retail Sales Execution
o Drives ongoing sales from the defined relationships and contribute towards regions achievementso Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase saleso Profiles distributors and caters to their requirements to ensure ongoing business ...
7 Opening(s)
2.0 Year(s) To 7.0 Year(s)
3.00 LPA TO 5.00 LPA
Description:
Essential Duties and Responsibilities:
1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.
2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products ...
8 Opening(s)
1.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 5.00 LPA
Essential Duties and Responsibilities:
1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.
2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
12.00 LPA TO 12.00 LPA
Role Details:
Designation: Senior Manager- Digital Customer connect and Experience, OutboundRole type: Individual contributorDepartment: DigitalReporting to: AVP and Lead Digital Customer connect & ExperienceLocation: Mumbai HO
Your Role (summary):
This role will be responsible for
1. Establish out bound Customer connect for helping customers/ prospects and partners with out bound queries2. Implementing Digital customer service strategies to ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
12.00 LPA TO 12.00 LPA
Role Details:Designation: Senior Manager- Digital Customer connect
Experience, InboundRole type: Individual contributorDepartment: DigitalReporting to: AVP & Lead Digital Customer connect & ExperienceLocation: Mumbai HO
Your Role (summary):
This role will be responsible for1. Establish in bound Customer connect through calls, mails, messages and social media feeds for helping customers/ prospects and partners with in ...
1 Opening(s)
10.0 Year(s) To 15.0 Year(s)
20.00 LPA TO 20.00 LPA
Role Details:
Designation: AVP and Lead Digital Customer connect ExperienceRole type: People ManagerDepartment: DigitalReporting to: Director and Head- DigitalLocation: Mumbai HO
Your Role (summary): AVP and Lead Digital Customer connect and Experience
This role will be responsible for
1. Establish Customer connect for helping customers with challenges faced for transactions or servicing their queries2. Developing and implementing Digital customer ...
1 Opening(s)
10.0 Year(s) To 12.0 Year(s)
25.00 LPA TO 25.00 LPA
Role Details:
Designation: VP and Company SecretaryRole type: People ManagerDepartment: LegalReporting to: Head - LegalLocation: Mumbai
Your Role (summary):
You will be the primary point for communication with the Board of Directors, senior management and the firms shareholders. You will play a key role in compliance with Companies Act, 2013, rulesthereunder and applicable secretarial standards, ...
1 Opening(s)
8.0 Year(s) To 15.0 Year(s)
18.00 LPA TO 25.00 LPA
POSITION:
Senior Manager - PMS Operations
Reports to (Position):
Vice President - PMS Operations
Education Background
Post Graduate, Graduate
Principal Accountabilities:
PMS Domestic Operation:
Fund Accounting – PMS Operations viz. Subscription, Redemption & Trade Settlement
Accounting of Corporate Action viz. Dividend, Bonus, Rights
Bank Reconciliation / Holding Reconciliation
Account opening and KYC processing
Liaising with auditors (Internal & Statutory) with respect to ...