25 Job openings found

Key Responsibilities: Product Sales: Drive the sales of companie's’s API products to traders, developers, fund managers, and fintechs. Client Engagement: Engage with HNI clients to promote structured trading products managed by fund managers. Order Management: Facilitate API-based order management and account opening for trading members. Client Base Management: Leverage your existing client base to ...

Key Responsibilities:   Preparation of credit appraisal notes for structured finance Working closely with internal & external vendors for technical and valuation and legal counsels for structuring. Forecast and micro-market analysis and preparing detailed proposals for presenting to the Investment committee. Monitoring the investments (including utilization of funds/ collections) & identifying the early signs of ...

 Responsibility of Wealth Management Advisory. Selling products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, FDs, Structured products etc. Provide customized solutions to the clients by evaluating their risk assessment and financial needs. Acquisitions of new clients and re-activation of existing clients by selling wealth management products. Ensuring customer satisfaction by customized and efficient ...

Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...

Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...

Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...

Role :  Application Developer    Role Description :  Design, build and configure applications to meet business process and application requirements.                                                             ...

• Coordinate and negotiate with third party product manufacturers for sourcing products and services. • Product kitty includes Mutual Funds, PMS, Structured Products, PE/VC Funds, Unlisted Securities and Fixed Income Products.• Initiate the process to become a channel partner/associate with all third party product providers.• Actively search new investment products ...

Job Description of Wealth Manager (Sr. Assistant Manager / Manager)Job Role:The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsiblefor building and maintaining strong, long-term relationships with High Net Worth Individuals (HNIs). Therole includes acquiring new clients, managing their investment portfolios, providing high-quality customerservice, and achieving sales ...

Familiarity and good understanding of investment products such as Mutual Funds, PMS, Bank & Corporate deposits, Government Securities, Corporate Bonds, Equities, Insurance and real estate etc. Acquisition and handling a group of HNI (High Net Worth Exclusive) and UHNIs Clients. Responsible for selling various Third-Party Products. Must have had prior experience of sourcing ...