1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 25.00 LPA
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 ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 6.00 LPA
Description:
Key Responsibilities:
Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls).
Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations.
Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs.
Upsell and cross-sell mutual fund products ...
1 Opening(s)
5.0 Year(s) To 15.0 Year(s)
23.00 LPA TO 35.00 LPA
Evaluating Creditworthiness:
Analyzing financial statements (balance sheets, profit & loss, cash flow statements), assessing credit history, and using credit scoring models to determine the likelihood of loan repayment.
Managing Credit Risk:
Developing and implementing credit policies and strategies, monitoring portfolio performance, identifying and mitigating potential risks, and ensuring compliance with regulations.
Approving Loans:
Making decisions ...
10 Opening(s)
3.0 Year(s) To 6.0 Year(s)
3.00 LPA TO 5.00 LPA
Key Responsibilities:Opportunity Evaluation & Research• Conduct in-depth industry research across traditional and emerging/new-age industries,with emphasis on manufacturing and allied sectors.• Benchmark industry performance against domestic and international peers, includingpublicly listed companies.• Analyze market trends, regulatory developments, and technology shifts to identifypotential opportunities and risks.Business Case Development• Build high-level business cases, ...
3 Opening(s)
4.0 Year(s) To 8.0 Year(s)
6.00 LPA TO 8.40 LPA
About the Role:We are a diversified family office and business group with interests spanning FMCG,manufacturing, renewable energy, engineering services, construction, and hospitality. Weare seeking a highly capable Manager / Senior Manager – Strategic Investments & Projectsto work closely with our promoters in identifying, evaluating, and driving new businessopportunities across multiple ...
1 Opening(s)
3.0 Year(s) To 8.0 Year(s)
10.00 LPA TO 15.00 LPA
Job Overview
We are seeking a highly skilled Wealth Manager with experience in managing Ultra-HNI portfolios and exposure to handling ₹500 crore+ Assets Under Management (AUM). The role involves delivering bespoke investment strategies, maintaining strong client relationships, and ensuring long-term wealth creation for high-value clients.
Key Responsibilities
Manage and grow relationships with Ultra-HNI ...
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.50 LPA TO 5.00 LPA
Key Responsibilities:
Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls).
Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations.
Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs.
Upsell and cross-sell mutual fund products ...
1 Opening(s)
7.0 Year(s) To 10.0 Year(s)
15.00 LPA TO 15.00 LPA
Job Title: Senior .NET Developer
Location: Mumbai Department: Information Technology / Software Development
Job Description:
The Senior .NET Developer will be responsible for designing, developing, and maintaining .NET applications. This role requires in-depth technical expertise in .NET technologies, as well as a strong understanding of financial products, portfolio management systems, and ...
1 Opening(s)
10.0 Year(s) To 15.0 Year(s)
18.00 LPA TO 20.00 LPA
Position Overview:We are seeking an accomplished and dynamic Vice President – Sales with extensiveexperience in promoter financing, credit solutions, and strong product knowledge of LAP(Loan Against Property), LAS (Loan Against Securities), and LAG (Loan Against Gold). Theideal candidate will lead our lending product strategy and business development function,offering innovative financing ...
2 Opening(s)
5.0 Year(s) To 8.0 Year(s)
10.00 LPA TO 19.00 LPA
Job Title: Area Sales Manager – Near Prime (Home Loan & Loan Against Property) Location: [City/Region Specific] Department: Sales – Affordable/Near Prime Segment Reporting to: Regional Sales Manager / Zonal Sales Manager
Job Purpose:
To drive affordable housing loan and LAP business in the Near Prime segment, managing a team of Relationship ...