193 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 ...

  Responsibilities may include the following and other duties may be assigned. Job Specific Summary Drive evidence-based medical affairs strategies to support the safe and effective use of Medtronic’s cardiovascular technologies. Lead scientific engagement, HCP education, and competitive intelligence to inform product positioning and clinical adoption. Collaborate cross-functionally to shape development and commercialization ...

Portfolio Management: Oversee the workflow and performance of a dedicated SMSF client portfolio, ensuring all tasks are completed accurately, timely, and within budget. Technical Review & Compliance: Lead the review of all compliance files, financial statements, annual returns, and audit outcomes. Ensure strict compliance with the SIS Act and other relevant ...

Key Responsibilities: Client Acquisition & Relationship Management: Acquire and manage relationships with top-tier real estate developers and builders. Develop a strong pipeline of construction finance deals. Build long-term strategic relationships with clients by providing financial solutions and advisory. Credit Assessment & Deal Structuring: Evaluate client proposals and perform financial, legal, and technical due diligence. Structure deals in ...

Job Title - Branch Relationship ManagerPlace of work - MumbaiBusiness Unit - Retail Banking    Function -Branch BankingJob Purpose - The role entails scaling up the Retail Banking business for the bankby leading customer service, cross-sell and premium customer acquisition for thebranch. It also entails developing constructive relationships with key local clients andworking closely with them to boost volume of business by establishing a strongfoundation with them as ...

  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 ...