171 Job openings found

Job Description of Wealth Manager (Sr. Assistant Manager / Manager)Job Role:The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsiblefor building and maintaining strong, long-term relationships with High Net Worth Individuals (HNIs). Therole includes acquiring new clients, managing their investment portfolios, providing high-quality customerservice, and achieving sales ...

Job Title: Senior Technology Business AnalystLocation: MumbaiDepartment: Information Technology / Business Analysis Role Summary: The Senior Technology Business Analyst will act as a liaison between the Asset Management business and technology teams to drive successful delivery of digital solutions and process enhancements. The individual will be responsible for gathering and analysing requirements, leading solution design, ...

Client Relationship ManagementBuild and maintain strong relationships with clients, understanding their investment needs,financial goals, and risk tolerance.Act as a primary point of contact for clients, ensuring a high level of customer satisfactionand timely communication.Handle inquiries related to portfolio management, transactions, market trends, and newinvestment opportunities. Sales and Business DevelopmentIdentify and pursue ...

Senior Manager/Manager/Dy Manager Planning Duties & Responsibilities To write an effective senior manager planning job description, begin by listing detailed duties, responsibilities and expectations. We have included senior manager planning job description templates that you can modify and use. Sample responsibilities for this position include:   Oversee cost management initiatives (including those related to contractors ...

Description:AVP– Independent Financial Advisor (IFA)Location: AhmedabadReporting To: DirectorEmployment Type: Full-TimeKey Responsibilities:1. Strategic Planning and Leadership:• Develop and execute the sales strategy to drive business growth through theIndependent Financial Advisor (IFA) channel.• Set and monitor sales targets, KPIs, and budgets for the IFA sales team.• Identify and capitalize on new business ...

Essential Duties and Responsibilities:   1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.    2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products ...

Description:   We are looking for an experienced Chief Financial Annalist or CFA to perform effective risk management and plan the organizations financial strategy. It is a very important and complex role since an organization can only survive if it actively investigates and safeguards its finances.A CFO must be well-versed in all aspects ...

Job Description / Key Responsibilities: 1) Responsible for Portfolio Management of the Group 2) Responsible for Financial Modeling, Analysis of Financial Statements, Risk Analysis & Management. 3) Sound knowledge of key parameters like-CAGR, IRR, Yield, BETA, ALFA etc. 4) Sound knowledge of Share Markets, Mutual Funds, AIFs, Long Short Funds etc. 5) Sound knowledge of ...

Description:   Essential Duties and Responsibilities:   1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.    2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products ...

Job Description   We are looking for regulatory compliance and CS compliances. RBI, NHB compliances Purpose of the Job:     To ensure carrying out all the routine compliances of the secretarial and NHB/ RBI and other compliance functions and assist in all major secretarial and NHB/ RBI and other compliance activities and such other work ...