208 Job openings found

Job Title: Relationship Manager - Private Wealth Management Job Overview: As a Relationship Manager in the Private Wealth Management industry, your primary responsibility is to cultivate and maintain strong relationships with high-net-worth clients. You will be tasked with understanding clients' financial goals, providing expert advice, and delivering customized wealth management solutions ...

Key Highlights:• 3 decades of experience in Financial Markets• SEBI registered Category I Merchant Banker• Association & Membership of NSE, BSE, BSE WDM, MCX, NCDEX, MCX-SX, CDSL• Access to Majority International Exchanges• Pan India Presence (Headquartered in Ahmedabad and Branch Offices in 8 Cities)• Team of 250+ professionals (CA, CFA, ...

Job Summary: The Credit Manager for Business Banking is responsible for managing the credit assessment, risk analysis, and approval process for business banking clients. This role involves evaluating the creditworthiness of small and medium-sized enterprises (SMEs), making sound credit decisions, and working closely with the sales and relationship management teams to ...

Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs. Enable and influence branch teams to cross sell the investment products Joint meetings with HNI customers of branch teams Help branch team achieve their cross sell targets. Periodic review of client’s portfolio to ensure that they are in line with ...

We are looking for a dynamic and customer-focused Relationship Manager for the First Wealth segment. The candidate will be responsible for managing HNI customer relationships, driving wealth product sales, and providing financial solutions aligned with customer needs. Key Responsibilities: Acquire and manage HNI / affluent customer relationships Cross-sell wealth products such as Mutual ...

The PCG Advisor will manage HNI/Ultra-HNI clients and family offices by offering customized wealth management solutions, advisory, and broking services. This role involves end-to-end advisory, client acquisition, cross-selling, and dealing responsibilities, ensuring value addition to clients. Execute trades on behalf of clients, ensuring adherence to regulatory guidelines and risk management policies. Acquire ...

Role PurposeDrive acquisition and relationship management of mid-corporate clients, build a strong lending portfolio, and achieve business targets across working capital & structured finance products.Key ResponsibilitiesBusiness Development & Acquisition* Acquire new-to-bank (NTB) mid-corporate clients through direct sourcing and market channels* Handle corporates with turnover ₹500–1000 Cr (Mid Corporate segment)* Build ...

● Build a sales funnel by working closely with the company's demand generation team. ● Drive sales targets for the zone, which include, but are not limited to, new borrower onboardings, processing fees, assets under management (AUM) utilization, and disbursals. ● Create a sales funnel, enable approvals with credit teams, close customer documentation, and ...

Credit Assessment and Approval: Analyze and assess creditworthiness of customers applying for supply chain finance and inventory funding. Review and evaluate financial statements, cash flows, bank statements, and market trends to determine customer risk profiles. Conduct due diligence, including business and industry risk analysis, to evaluate creditworthiness and recommend approval, rejection, or modifications ...

Credit Assessment and Approval: Analyze and assess creditworthiness of customers applying for supply chain finance and inventory funding. Review and evaluate financial statements, cash flows, bank statements, and market trends to determine customer risk profiles. Conduct due diligence, including business and industry risk analysis, to evaluate creditworthiness and recommend approval, rejection, or modifications ...