183 Job openings found

Description:   Need a Customer Relationship Manager for Andheri Branch, Mumbai. Anyone with good exp from Wealth, Broking, MF Sales, (Equity). Need to handle Large Existing Portfolio Size, manage & Monitor relationship with clients to increase Book size. Back Office Activities etc.        Solving Queries, complete Process. No Insurance candidates, Handling ULIPs portfolio would be ...

Monitor risk performance to identify any developing trends and design portfolio interventions for corrective action. Analyse portfolio performance to identify risk factors and exception reporting. Explore new data sources to identify risk segregating variables. Drive continuous performance improvement for various risk metrics via an ongoing test and learn framework. Analyse the delinquency performance and ...

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 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 ...

Key Responsibilities: Coordinate with internal teams and clients to ensure smooth execution of daily operations. Handle documentation, reporting, and data management using MS Office tools. Manage client portfolios related to Equity, Mutual Funds, and Insurance products. Support sales and advisory teams with client communication and follow-ups. Maintain accurate records and ensure timely completion of assigned ...

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 ...

We Are Hiring BM Secured Loan Against Property (LAP) In (Kharar, Punjab). Job Title: Branch Manager – Loan Against Property (LAP) Location: [Punjab] Department: Secured Lending / Retail Banking Reporting To: Zonal Head / Regional Manager Experience: 5–10 years in LAP or Secured Loans (adjust as needed)   Key Responsibilities: Lead and manage branch operations ...

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 ...