1600 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 ...

Location - Hazra, Kolkata We are looking for a passionate, client-first Qualified Personal Finance Professional (QPFP) or Certified Financial Planner (CFP) to join our growing wealth management team. This role is ideal for someone who enjoys building long-term client relationships, creating comprehensive financial plans, and helping families achieve their financial goals through ...

Telecaller Handling inbound calls/queries and outbound calling.Respond to customer query on Mail & converse with customer (internal/external). Coordination with customer and team member to resolve customer issue.  Customer Support Executive (Voice & Email Support) 📍 Location: Borivali, Mumbai 💼 Experience: Minimum 1 Year (Real Estate / Life Insurance / Loan Department preferred)🕒 Full-Time | ...

Key Roles & Responsibilities:- Dashboard and Application Development: Design, develop, and maintain high-quality, scalable Qlik Sense applications and dashboards that provide clear, actionable insights into key health insurance metrics (e.g., claims data, member enrollment, provider performance, and financial analytics). Data Modeling & Scripting: Develop and optimize complex Qlik Sense data models (QVD layer, ...

EXPERIENCE RANGE More than 3 years of experience with in-depth knowledge of the any one sector or Working as an associate minimum 5 years CRITICAL EXPERIENCE Equity Research experience is mandatory  ESSENTIAL QUALIFICATIONS MBA (Finance) from premier institutes LOCATION Mumbai Head Office CTC (Per Annum) Commensurate with experience CANDIDATE'S PROFILE 1. Have strong knowledge of finance and capital markets. SKILLS ...

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 ...

Top Priority  for Bangalore location’s – RAJAJINAGAR, INDIRANAGAR, Yellahanka, Kanakapura Road (Bangalore )   Basic requirement Must possess a two-wheeler. Having Good networking and distribution experience in marketing and sales Should be based at the designated location and resident in the same location. Must be fluent in the local language of the base location. Preferably have a ...

Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...

Company is based out of Kolkata, is a leading Stock Broking and Wealth Management firm offering full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India. Role Overview We ...

  We are seeking dynamic and experienced Public Relations (PR) specialists to lead communications and media engagement for clients in the finance, stock broking, and insurance sectors. This role requires someone who can think strategically, manage multiple accounts, and execute impactful PR campaigns. Key Responsibilities: Develop and execute strategic PR campaigns for clients ...