1 Opening(s)
5.0 Year(s) To 16.0 Year(s)
25.00 LPA TO 46.00 LPA
Position
Chief Risk Officer
Role
Ø Establishing an organisation wide risk conscious culture. Formulate and implement structured reporting process for risk monitoring
Ø Responsible for overall risk management related activities of the AMC and Mutual Fund Schemes
Ø Responsible for implementation and governance of RMF across the AMC and the Mutual Fund Schemes
Job Description
Ø Ensure ...
1 Opening(s)
4.0 Year(s) To 8.0 Year(s)
7.00 LPA TO 10.00 LPA
Role Overview:
Lead and expand the company’s sales presence in the Delhi region, specifically focused on distribution and sales of unlisted shares, pre‑IPO offerings, and mutual funds. Liaise between fund managers, high-net-worth clients, and institutional stakeholders.
Key Responsibilities
Develop and execute regional sales strategies to drive growth in unlisted shares, pre‑IPO offerings, and ...
2 Opening(s)
5.0 Year(s) To 15.0 Year(s)
13.00 LPA TO 21.00 LPA
Lead and manage Wealth Management business for the assigned cluster/region
Drive revenue generation through acquisition of HNI/UHNI clients
Manage and mentor Relationship Managers / Wealth Managers for target achievement
Build strong client relationships and provide investment advisory solutions
Drive sales of PMS, Mutual Funds, Equity, Bonds, Insurance, and other wealth products
Monitor business performance, productivity, ...
- Wealth Management
- Cluster Management
- Team Handling
- Hni Client Acquisition
- Uhni Relationship Management
- Investment Advisory
- Portfolio Management
- Pms Sales
- Mutual Funds
- Equity Products
- Insurance Sales
- Revenue Generation
- Business Development
- Financial Planning
- Client Relationship Management
- Cross Selling
- Wealth Products
- Capital Markets
- Team Leadership
- Client Servicing
- Portfolio Advisory
- Market Analysis
- Private Banking
- Target Achievement
- Relationship Building
- Investment Solutions
2 Opening(s)
5.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 13.00 LPA
To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
Achieving the business targets assigned in terms of up selling and upgrading the Client Net worth relationships.
Profiling customers and provide financial products to meet customer needs
Ensuring the ...
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 ...