443 Job openings found

Job Description (Wealth Sales): INDIVIDUAL ROLE- 250 CR AUM only investment (MF/ PMS / AIF) Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients. Understand clients’ financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions. Conduct regular portfolio reviews and recommend adjustments based on market conditions ...

Job Description: Product Manager (Fintech)Location: Mumbai- Goregaon East About Role:We are a fast-growing fintech startup on a mission to democratize investing in India. Our platform simplifies the process of investing in stocks, mutual funds, and cryptocurrencies by providing expertly curated ideas and a seamless user experience. We are seeking a passionate ...

Job Description – Finance & Accounts Manager Location: Nariman Point, Mumbai Reporting To: Director/CFO (with close interaction with Business Heads) Contact: hetshah@ldventures.in About Us We are a growing investment platform with 20+ years of experience in real estate and finance. Our focus spans real estate projects across India (residential, commercial, mixed-use) and global ...

About the Role The Business Development Manager will be a pivotal player in the firm's expansion strategy. The role involves building a portfolio of HNW/UHNW clients by providing bespoke investment advisory and solutions. The position offers significant autonomy, direct impact on business growth, and the opportunity to work with a sophisticated ...

POSITION: Deputy Manager– Finance and AccountsReports to (Position): Manager – Finance and AccountsPosition Purpose: The role involves managing financial reporting, audits, and tax compliance. Key tasks include finalizing financial statements, coordinating audits, ensuring compliance with direct and indirect tax regulations (including TDS and GST), and preparing management reports. The position also supports budgeting, forecasting, and cost control ...

Job Description (Wealth Sales): INDIVIDUAL ROLE- 250 to 400 CR AUM only investment (MF/ PMS / AIF) Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients. Understand clients’ financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions. Conduct regular portfolio reviews and recommend adjustments based on ...

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 ...

About Us:Company is with over 31 years of industry expertise and trust, is a SEBI-registered stockbroker and a member of all Indian exchanges—NSE, BSE, MCX, NCDEX, and MSEI. We are also a registered depository participant with CDSL and NSDL, a SEBI-recognised Research Analyst, and an AMFI-certified mutual fund distributor. Headquartered in ...

 We need to hire a person who can take care of corporate financial investments (like bonds, gold, crypto currencies and equity markets) Predominantly, will need to work on crypto market. 50% base salary and rest 50% is variable part Position: Job Description:  Responsible for corporate financial investments of the company Responsible for managing ...

Job description: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management)from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overallfinancial portfolio and deepening the wallet from existing clients To coordinate with product and research team ...