130 Job openings found

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 ...

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

We have an urgent opening for the position of Investment Manager for a leading Company for the Ghatkopar location. Job Description: Position: Investment Manager Salary:  Upto 50k Experience: 5 to 7 years Qualification: MBA Finance/Insurance, CFP (Certified Financial Planner)  Office Timings: 9.30  AM to 6:30 PM Weekly Off- Sunday  Skills Required:   Knowledge in investment advisory. Wealth management consultation. Generating Lead Meeting Clients Selling Investment-related services Good English Communication. Smart and ...

We have opening for the post of Sr. Sales Executive-Mutual Fund for a reputed Company (Mutual Funds services) at Pune (Viman Nagar). Please find the details for the same:   Client Info: The Company is a reputed and leading Mutual fund service provider, Their aim is to build a world class wealth management ...

  Business Development & Client Acquisition: Identify and acquire startups as customers for liability products, particularly Current Accounts. Develop and execute strategies to engage with startups through networking events, industry partnerships, and direct outreach. Proactively map the startup ecosystem and identify opportunities to onboard clients. Relationship Management: Build and maintain strong relationships with key stakeholders, including ...

  Business Development & Client Acquisition: Identify and acquire startups as customers for liability products, particularly Current Accounts. Develop and execute strategies to engage with startups through networking events, industry partnerships, and direct outreach. Proactively map the startup ecosystem and identify opportunities to onboard clients. Relationship Management: Build and maintain strong relationships with key stakeholders, including ...

Roles and Responsibilities: Acquire & Soure Franchise & generate revenue Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s ...

Credit Appraisal - Assistant Relationship manager is expected to understand in detail the client's business, financials and prepare quality appraisal note in collaboration with Risk Management team.Documentation - RM facilitates disbursement of funds once sanction is in place through coordination with various internal groups. RM is also expected to complete ...

Roles and Responsibilities: Acquire & Soure Franchise & generate revenue Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s ...

Roles and Responsibilities: Acquire & Soure Franchise & generate revenue Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s ...