2 Opening(s)
2.0 Year(s) To 3.0 Year(s)
4.00 LPA TO 5.00 LPA
Job description:
Responsible for managing client’s portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department.
Communicating trading on calls and investing ideas to customers.
To trade on behalf of clients.
Responsible for brokerage generation.
Cross selling third party products.
Research and build relationships with ...
1 Opening(s)
2.0 Year(s) To 3.0 Year(s)
4.00 LPA TO 5.00 LPA
Job description:
Responsible for managing client’s portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department.
Communicating trading on calls and investing ideas to customers.
To trade on behalf of clients.
Responsible for brokerage generation.
Cross selling third party products.
Research and build relationships with ...
1 Opening(s)
3.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 5.00 LPA
Key Responsibilities:
Client Acquisition & Relationship Managemento Acquire new clients through referrals, walk-ins, leads, and cold calling.o Maintain and strengthen existing client relationships to drive client engagement.o Regularly update clients on market trends, portfolio performance and investment opportunities.
Trading & Executiono Execute buy/sell orders for equity, derivatives and other permitted ...
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)
3.0 Year(s) To 5.0 Year(s)
13.00 LPA TO 13.00 LPA
EQUITY CAPITAL MARKETS - EXECUTIONESSENTIAL QUALIFICATIONS Post-graduation in Finance (full time) /CA/CS and NISM Certified
LOCATION Mumbai
CANDIDATE'S PROFILE
Post-graduation in Finance and understanding of Equity Capital Markets
2. Minimum of 3-7 years’ work experience in ECM Execution role
SKILLS AND TRAITS
1. Team player
2. Good Knowledge of Preparation of Financial Modelling based on Valuation.3. Good Understanding ...
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 ...
5 Opening(s)
5.0 Year(s) To 7.0 Year(s)
25.00 LPA TO 35.00 LPA
Job Title: Private Banker Department: Wealth Management / Retail Banking Location: [City, State] Reporting To: Regional Head – Private Banking / Wealth Management
Job Purpose
To manage high-net-worth (HNW) clients, provide tailored financial advice, and offer investment solutions aligned with their financial goals. The role involves building strong client relationships, driving portfolio ...
1 Opening(s)
3.0 Year(s) To 8.0 Year(s)
11.00 LPA TO 11.00 LPA
POSITION: Relationship Manager – MFD Sales
Position Purpose: Working with IFA Channel across assigned areas with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.
Principal Accountabilities:
Generating Business
Contribute to sustained growth in sales through initiatives targeted at long term ...
1 Opening(s)
2.0 Year(s) To 20.0 Year(s)
4.00 LPA TO 10.00 LPA
Technical Skills:
Strong knowledge of RBI and NHB guidelines related to NBFCs & HFCs.
Hands-on experience in regulatory reporting tools & software (e.g., Finacle, SAS, or in-house regulatory reporting systems).
Sound understanding of financial statements, ALM principles, capital adequacy, and prudential norms.
Proficiency in Excel, SQL, and data analytics tools for managing large datasets.
Behavioral ...
1 Opening(s)
2.0 Year(s) To 8.0 Year(s)
4.00 LPA TO 15.00 LPA
Job Overview:
The ideal candidate will be responsible for managing and growing relationships with high-net-worth individuals, clients, and institutional investors. You will be tasked with offering customized investment solutions, building strong client loyalty, and contributing to the growth of our mutual fund business.
Department: Sales/Client Services
Reports To: Executive Director
Industry- Financial Services
Employment Type- ...