1 Opening(s)
4.0 Year(s) To 8.0 Year(s)
13.00 LPA TO 18.00 LPA
You will lead the operations team, trade execution, and administrative workflow behind the portfolio, followed closely by investment research and analysis.
Operations-First Focus: Primary responsibility centers on operational excellence, workflow management, reconciliations, and portfolio execution, complemented by fund-level analytical oversight.
Fund-Level Focus: Our research lives at the fund level — PMS, AIF, ...
3 Opening(s)
7.0 Year(s) To 15.0 Year(s)
Not Disclosed by Recruiter
JOB DESCRIPTION: Responsible for providing accurate analysis for new and existing clients as well as handling all sales administration including pricing, query handling, internal documentation and build strong relationships with the operations team to ensure the smooth running of all client accounts.
KEY RESPONSIBILITIES INCLUDE:
Identify client needs and provide them with ...
5 Opening(s)
2.0 Year(s) To 12.0 Year(s)
Not Disclosed by Recruiter
Roles and Responsibilities:
Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners
Doing various training programs for partners to train them for various financial products
Maintaining relationship with partners to generate business
Acquire & Soure ...
- Wealth Manager
- Hni Acquisition
- Portfolio
- Portfolio Management
- Mf
- Bonds
- Fd
- Fixed Deposits
- Mutual Fund
- Investments
- Sip
- Partners
- Pms
- Aif
- Ifa
- B2b Sales
- Ifa Network
- Independent Financial Advisors
- Mfd
- Wealth Partners
- Wealth Advisors
- Financial Advisors
- Sub-brokers
- Aum
- Fixed Income
- Equities
- Financial Products
- Wealth Products
- Investment Products
- Alternative Investments
- Derivatives
- Government Securities
- Insurance
- B2b Distribution
- Mutual Fund Distributors
- Wealth Relationship Manager
- Business Development Manager
- Institutional Sales
- Client Acquisition
- Partner Acquisition
1 Opening(s)
8.0 Year(s) To 10.0 Year(s)
Not Disclosed by Recruiter
🔹 Key Responsibilities: • Raise funds through CPs, bank borrowings, debentures & other instruments • Manage liquidity, LCR, HQLA investments & cash flows • Build strong relationships with banks, mutual funds, wealth houses, investors, corporates & arrangers • Manage rating relationships and surveillance • Ensure compliance with RBI regulations & ...
8 Opening(s)
2.0 Year(s) To 12.0 Year(s)
Not Disclosed by Recruiter
Roles and Responsibilities:
Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners
Doing various training programs for partners to train them for various financial products
Maintaining relationship with partners to generate business
Acquire & Soure ...
- Wealth Manager
- Hni Acquisition
- Portfolio
- Portfolio Management
- Mf
- Bonds
- Fd
- Fixed Deposits
- Mutual Fund
- Investments
- Sip
- Partners
- Pms
- Aif
- Ifa
- B2b Sales
- Ifa Network
- Independent Financial Advisors
- Mfd
- Wealth Partners
- Wealth Advisors
- Financial Advisors
- Sub-brokers
- Aum
- Fixed Income
- Equities
- Financial Products
- Wealth Products
- Investment Products
- Alternative Investments
- Derivatives
- Government Securities
- Insurance
- B2b Distribution
- Mutual Fund Distributors
- Wealth Relationship Manager
- Business Development Manager
- Institutional Sales
- Client Acquisition
- Partner Acquisition
8 Opening(s)
2.0 Year(s) To 12.0 Year(s)
Not Disclosed by Recruiter
Roles and Responsibilities:
Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners
Doing various training programs for partners to train them for various financial products
Maintaining relationship with partners to generate business
Acquire & Soure ...
- Wealth Manager
- Hni Acquisition
- Portfolio
- Portfolio Management
- Mf
- Bonds
- Fd
- Fixed Deposits
- Mutual Fund
- Investments
- Sip
- Partners
- Pms
- Aif
- Ifa
- B2b Sales
- Ifa Network
- Independent Financial Advisors
- Mfd
- Wealth Partners
- Wealth Advisors
- Financial Advisors
- Sub-brokers
- Aum
- Fixed Income
- Equities
- Financial Products
- Wealth Products
- Investment Products
- Alternative Investments
- Derivatives
- Government Securities
- Insurance
- B2b Distribution
- Mutual Fund Distributors
- Wealth Relationship Manager
- Business Development Manager
- Institutional Sales
- Client Acquisition
- Partner Acquisition
2 Opening(s)
1.0 Year(s) To 5.0 Year(s)
2.80 LPA TO 3.00 LPA
*Operations Executive- Other Products (Male candidates only)*
*Location : Ahmedabad*
*Experience Required : Fresher- 2 Years*
*Responsibilities :*
Loan Against Securities MIS & QueriesRe-conciliation of Transaction MISBrokerage MIS reconciliation
*Skills Required :*
Basic knowledge of Mutual Fund Good communication and coordination skills with Language, English, Hindi & GujaratiCandidates from any industry may be considered, provided they ...
5 Opening(s)
1.0 Year(s) To 4.0 Year(s)
3.50 LPA TO 4.50 LPA
Job Overview
We are looking for a highly motivated Partner Acquisition Executive (B2B) to expand our partner network and drive business growth. The candidate will be responsible for identifying, acquiring, onboarding, activating, and managing channel partners while building long-term relationships that contribute to revenue generation.
Key Responsibilities
* Identify and acquire new channel ...
9 Opening(s)
2.0 Year(s) To 12.0 Year(s)
Not Disclosed by Recruiter
We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth Manager and RM partnership even stronger
Roles and Responsibilities:
Managing and acquiring partners to generate ...
- Wealth Manager
- Hni Acquisition
- Portfolio
- Portfolio Management
- Mf
- Bonds
- Fd
- Fixed Deposits
- Mutual Fund
- B2b
- Aum
- Pms
- Ifa
- Aif
- Partners
- Cross Selling
- Business Acquisition
- Partner Engagement
- Channel Partner
- Equity
- Unlisted
- Financial Products
- Wealth Products
- Ipo
- Government Securities
- Corporate Bonds
- Fixed Income
- Equity Derivative
- Structured Products
- Investment Products
- Equity Broking
- Insurance
- Family Offices
- Mfd
- Mutual Fund Distributor
- Wealth Partners
- Wealth
- Advisors
- Independent Financial Advisor
- Partner Activation
- Aum Growth
- Investment Solutions Manager
- B2b Wealth Manager
- B2b Sales Manager
- Business Development Manager
- Wealth Relationship Manager
- Channel Partner Manager
- Channel Sales Manager
- Institutional Sales
1 Opening(s)
2.0 Year(s) To 7.0 Year(s)
11.00 LPA TO 22.00 LPA
The Acquisition Manager is responsible for acquiring High Net Worth Individual (HNI) and Ultra High Net Worth Individual (UHNI) clients for wealth management services. The role involves client acquisition, relationship building, investment advisory coordination, and revenue generation through financial products such as Mutual Funds, PMS, AIFs, Bonds, Insurance etc. Key ...