147 Job openings found

Description: We have an urgent opening for the position of Investment Advisor for a Reputed CA Firm at Mumbai (Ghatkopar). Job Description: Please find the details for the same: Position: Investment Advisor Salary: As per Industry norms Qualification: MBA Finance/Insurance, CFP (Certified Financial Planner) Office Timings: 9.30 AM to 6:30 PM Weekly Off- Sunday   Skills Required: Knowledge/Experience in LIC PMS Experience on V.M.Pro Software Good English Communication. Smart and Presentable. CFP(Certified Financial Planner) Job ...

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 ...

Job Description:The LLP is seeking a license from SEBI to set up a Portfolio Management Service (PMS). To augment our team, we are looking for a dynamic and result oriented security market professional with the following credentials:Job Role:The Fund Manager will be responsible for decisions related to administration/management of securities/funds ...

Person from Chemical Industry will be given the first preference. We are seeking a dynamic and experienced Commercial Head to join our executive team with a clear path to transition into the role of Chief Executive Officer (CEO) within the next 2-3 years. As the Commercial Head, candidate will be responsible ...

PMO role ;Creating reportsPresentation MBA from top tier oneEngineering degree is must Md to office Cto officeJira confluence Budget and forecasting exp is must   Job Title: PMO (Project Management Office) Manager Job Responsibilities: Project Portfolio Management: Manage and oversee the organization's project portfolio. Prioritize projects based on strategic objectives and resource availability. Ensure alignment of projects ...

Job Overview: We are seeking a dynamic and experienced Commercial Head to join our executive team with a clear path to transition into the role of Chief Executive Officer (CEO) within the next 2-3 years. As the Commercial Head, you will be responsible for leading the company's strategic growth initiatives, driving innovation, and ...

1.New Client AcquisitionAcquire new clients, complete financial analysis and submit accurate credit applications to ensure an excellent on-boarding experience; achieve assigned targets and secure profitable business transactions2.Portfolio ManagementOffer existing clients new solutions, enroll clients for alternate channels and value added services to increase transaction volumes and grow the assigned portfolio3.Relationship ...

RELATED YEARS OF EXPERIENCE Min of: 5+ years of experience in the fields of Project and Portfolio Management, YOE IN MANAGERIAL POSITION Min of: N/A FIELD OF EXPERIENCE Private sector, consulting, with real-estate background preferred. TECHNICAL AND INTERPERSONAL SKILLS Experience with one or more project management methodologies (for example, PMI PMBOK, PRINCE2 and agile). Practical expertise in using ...

Key Responsibilities: Client Relationship Management: Develop and maintain strong relationships with HNWIs. Act as the primary point of contact for clients, addressing their financial needs and concerns. Conduct regular reviews of client portfolios to ensure alignment with their financial goals. Financial Planning and Advisory: Provide comprehensive financial planning services, including investment, retirement, tax, and estate planning. Offer ...

Key Responsibilities: Client Relationship Management: Develop and maintain strong relationships with HNWIs. Act as the primary point of contact for clients, addressing their financial needs and concerns. Conduct regular reviews of client portfolios to ensure alignment with their financial goals. Financial Planning and Advisory: Provide comprehensive financial planning services, including investment, retirement, tax, and estate planning. Offer ...