33 Job openings found

Job Role:   The key responsibilities of the role will be as follows:   The role provides an opportunity to work with promoters in the structured finance sector –Large/Mid ticket size Client facing end to end deal lead – business & deal analysis, structuring, drafting term sheets, negotiations          Working with credit teams for efficient drafting of ...

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 ...

Key Responsibilities Client Acquisition & Relationship Management: Identify, acquire, and manage relationships with HNI/UHNI clients. Build deep and trusted advisory relationships by understanding client needs across investments, banking, credit, and wealth planning. Portfolio Management: Manage client portfolios to ensure consistent revenue growth and retention. Conduct periodic reviews of client portfolios to ensure alignment with client goals ...

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.                                                             ...

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 ...

The Relationship Manager – Mid Corporate role at Tata Capital focuses on managing and expanding relationships with mid-sized corporate clients. Key responsibilities include: Client Acquisition and Relationship Management: Identify and acquire new clients in the mid-corporate sector, maintaining strong relationships to understand their financial goals and challenges. Vacant Jobs+2Careerjet+2foundit India+2 Financial Solutions ...