103 Job openings found

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

    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- ...

Roles & Responsibilities: 1) Financial Goal a. Revenue  IP Business Upfront Revenues - Insurance Business  30% of Mapped clients to be activated. Min. 10k revenue (Excluding. MF/FD/Bond) 2) Customer Goal a. Activation  Activation of Partners in Investment Product Business 3) Process Goal a. Process  40 connected interactions Per Day with min. 160 mins. Of talk ...

Roles & Responsibilities: 1) Financial Goal a. Revenue  IP Business Upfront Revenues - Insurance Business  30% of Mapped clients to be activated. Min. 10k revenue (Excluding. MF/FD/Bond) 2) Customer Goal a. Activation  Activation of Partners in Investment Product Business 3) Process Goal a. Process  40 connected interactions Per Day with min. 160 mins. Of talk ...

Roles & Responsibilities: Engage and recruit with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products Key Deliverables: Achieve given AUM and Revenue targets Maintain relationships with the existing ...