325 Job openings found

The role is responsible for supporting and managing the lifecycle of all investment activities—across direct equities, mutual funds, PMS and AIF—by overseeing daily operations, data reconciliation, documentation, banking, and robust reporting. The role is crucial in ensuring data accuracy, process discipline, timely settlements, and seamless information flow for stakeholders and ...

Morning Meeting & Planning Conduct a morning briefing with Floor Manager, Sales Manager, and staff. Review yesterday’s sales performance, today’s targets, pending deliveries, and customer appointments. Assign daily responsibilities to Floor Manager (floor discipline & customer allocation) and Sales Manager (sales target distribution & monitoring). Share updates from management, HR, or compliance requirements. Store Operations Ensure ...

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 ...

Description:   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: 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 ...

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 ...