303 Job openings found

Job Title: Assistant Manager II/Deputy  Manager I Department: Membership (Customer Support profile) Reports to: Deputy Vice President   Experience:2-3 years Required Qualification: Diploma/Graduate in Commerce/Finance/Business Management Diploma in IT or equivalent Preferred Qualification: Diploma/Graduate in Commerce/Finance/Business Management, Diploma in IT or equivalent. Candidates with experience in phone banking in banks/Insurance/MF, client servicing role shall be considered favorably Skill, Knowledge &Trainings: The incumbent ...

Key Responsibilities: Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls). Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations. Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs. Upsell and cross-sell mutual fund products ...

Job Description  Client Acquisition and Onboarding: Identify potential clients, initiate contact, and manage the onboarding process to establish enhanced relationships  Relationship Management: Regularly engage with clients to understand their financial goals, proactively offer suitable banking solutions, and address any concerns.  Needs Analysis: Conduct thorough client assessments to identify financial needs ...

      Key Responsibilities Identify and approach veterinarians, grooming salons, freelance pet groomers, and pet clinics. Handle all stages of onboarding Explain the app and partnership model Collect KYC documents Assist with app download and profile creation Conduct basic usage training Own ongoing relationships — solve issues, collect feedback, and keep providers active. Track onboarding metrics and ...

Key Responsibilities: Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls). Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations. Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs. Upsell and cross-sell mutual fund products ...

Key Responsibilities:● Periodic Regulatory Reporting & Tracking:○ Manage and ensure timely and accurate periodic reporting as a SEBI registered Stock Brokerand Depository Participant to regulating authorities including SEBI, CDSL, NSDL, NSE, BSE,and ICCL.○ Oversee periodic reporting as a PFRDA registered Point of Presence for NPS to the PFRDA.○ Proactively track ...

The job description is as below: A Senior Account Executive is a professional responsible for managing key client relationships and driving revenue growth. This role often involves overseeing a team of account executives and ensuring client satisfaction while also developing and implementing strategies to expand business with existing clients.   Key Responsibilities: Primary Billing in ERP ...

Key Responsibilities: Develop and maintain relationships with clients to enhance client retention and growth. Acquire new clients through referrals, cold calling and marketing initiatives. Advise clients on investment options such as equities, derivatives, mutual funds, IPOs, margin trade funding and Loan against Shares based on their risk profile. Assist clients ...

Job Summary:We are looking for a dynamic and hands-on IT Manager with strong experience in the stock broking industry. The ideal candidate will be an all-rounder – capable of managing infrastructure, applications, trading platforms, compliance technology, cybersecurity, and coordinating with vendors and regulators. This role demands both strategic thinking and ...

We are seeking a motivated and results-driven Relationship Manager to join our team. The ideal candidate will be responsible for sourcing and managing Direct Selling Agents (DSAs) to drive business for our Unsecured Lending (Business Loan) products. This role involves client sourcing, end-to-end process management, compliance, and documentation, as well ...