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 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 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 ...
1 Opening(s)
0.5 Year(s) To 5.0 Year(s)
0.00 LPA TO 3.00 LPA
Company Name :- VENTURA RESEARCHCompany Website :- http://venturareseach.in
Job description
Promote Mutual Fund and Corporate FD product lines to Retail and HNI clients.Generate leads and acquire clients through referrals to expand clientele.Achieve sales and revenue targets by upselling Mutual Fund products and enhancing client relationships.Provide personalized investment plans and financial advice to ...
2 Opening(s)
8.0 Year(s) To 10.0 Year(s)
18.00 LPA TO 23.00 LPA
POSITION: Manager / Sr. Manger – Business DevelopmentReports to (Position): SVP & Head – Business Development
Position Purpose: Managing key relationships across NDs, and Banks. Managing product recommendations and tie-ups.
Principal Accountabilities:
Manage key central relationships across banking & national distribution counters. Responsible for carrying and driving sales targets for the mapped relationships by coordinating ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
5.00 LPA TO 6.00 LPA
Role Summary:He would be responsible for the overall branch business and operations. His primary responsibility is businessdevelopment and needs to add more IFA / Business partners, to activate and motivate the existing partners forbusiness. Also to do various activities to generate leads for recruitment of new partners. He needs to ...
1 Opening(s)
3.0 Year(s) To 10.0 Year(s)
Not Disclosed by Recruiter
DEPARTMENT: Ideation – Fixed Income JOB TITLE: Depending Upon Profile: 3-10 years
Qualification : Post Graduate / Masters
REPORTS TO: Head – Ideation / CIO
COMPENSATION RANGE: Flexible based on skills sets and previous experience of the candidate.
Responsibilities:
Generate investment ideas and prepare proposals for
Analyze Fixed Income Mutual Funds, Bonds, AIFs,
Track PMS Universe, Index ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 10.00 LPA
AUM Reconciliation: Ensuring accurate and timely reconciliation of AUM with inhouse system, demat account and fund houses, identifying discrepancies, and resolving any issues.
Brokerage Reconciliation: Performing regular reconciliations of brokerage and commission statements received from brokers, identifying discrepancies, and ensuring timely resolution.
Mutual Fund Transaction Processing: Accurately processing and recording mutual fund ...
2 Opening(s)
5.0 Year(s) To 10.0 Year(s)
Not Disclosed by Recruiter
Job Description -
What is the roles objective :
Responsible for Relationship Management and handling Mutual Fund sales through Private banks and Wealth Managers
Develop and maintain relationship with clients and all channel partners and increase market share for DSPIM
Conducting meetings with clients/associates, understanding their needs and provide relevant feedback up the chain
Build ...