290 Job openings found

Key Responsibilities: Back Office Operations Manage all back-office activities related to investments and client account maintenance. Ensure accuracy in documentation and timely processing of mutual fund, PMS, and AIF transactions. Maintain up-to-date records for compliance, audit, and regulatory requirements. Client Interaction and Support Professionally interact with clients to address and resolve investment-related queries. Prepare and share client ...

About the Role The Business Development Manager will be a pivotal player in the firm's expansion strategy. The role involves building a portfolio of HNW/UHNW clients by providing bespoke investment advisory and solutions. The position offers significant autonomy, direct impact on business growth, and the opportunity to work with a sophisticated ...

Job Title: Research Analyst – Mutual FundsLocation: AhmedabadDepartment: Wealth ManagementReports To: Senior Vice President Job Summary:We are seeking a detail-oriented and analytical Research Analyst to support our mutual fund investment strategies. The ideal candidate will be responsible for conducting thorough research on mutual funds across asset classes (equity, debt, hybrid), evaluating ...

Head Group Strategy JB7: - MBA from a premier Institute or relevant experience in Insurance strategy, preferably Group - Experience of around 10 years - Strong command on numbers and business drivers of Group Business - Lead Industry mapping, Business planning, forecasting and performance tracking - Deliver clear, data backed strategic inputs to guide business ...

Job Description- Nurture and manage end to end customer relationship by fulfilling all their banking needsthrough wealth solutions provided by IDFC solution- Provide a seamless banking experience from a product and interpersonal point of view- Achieve organizational objectives of high customer satisfaction scores- Acquire Customers through natural market, open market ...

Job Title: Video Editor & Content Scheduler (English & Hindi)Location: Kolkata Type: Full-Time About UsWe are a boutique wealth management firm dedicated to making finance engaging and accessible. Join our team to help shape our digital presence with creative, high-quality video content. Responsibilities- Edit and produce short-form videos (reels, stories, shorts) using ...

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 ...

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 ...

ction/ Department: Retail Liabilities Job Purpose: Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda: Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business, Cross-Sell and improving Product holding per client. CASA Value Growth, deepening of existing relationships and acquiring high quality NTBs. The incumbent must possess strong knowledge of banking and investment products and solutions. Roles & Responsibilities: Responsible for quality recruitment, Sales Planning, Business delivery tracking, Monitoring, and reviewing RM Performance and mentoring individuals for effective telecalling for achievement of the defined goals. Also responsible for ensuring adherence with telecalling guidelines as per regulatory industry norms. Ensuring the RM Team achieves goal sheet objectives and revenue targets to earn incentives. Also, responsible for monitoring quality of engagement for the team. Enhancing engagement with HNI customers through client meetings and/or joint calls with RMs, support functions in peer group and quality NTB Acquisitions. Ensuring engagement and coordination with various functional peers to ensure smooth business delivery from the team across Liabilities and Asset products of the bank, Trade Forex, Wealth business, Insurance and Credit Cards Business in the branch. Responsible for driving account and MF aggregator onboarding, Privilege program onboarding, Cross Sell in the RM Portfolio and to enhance Product Per Client ratios in the managed book. Ensuring Digital adoption and completion of the assigned Tasks, triggers, campaigns, and client outreach programs assigned to the RMs. Secondary Responsibilities: Incumbent is responsible to ensure that the RMs provide quality service delivery to bank's customers and ensure process adherence. Envisage data driven sales plans for the managed book to improve portfolio quality. Ensure regular reviews, daily engagement and training for the team. Client requests and complaints to be addressed efficiently within stipulated timelines. Ensure all sales activity is recorded as per the organizational process and all bank policies are adhered to by self and team. Managerial and Leadership Responsibilities:  Lead the IDFC First's customer first culture by driving the team to take up high degree servicing norms to ensure absolute customer delight. Attract and retain best-in-class talent for RM's in the region. Monitor key parameters on employee productivity and attrition rates and make necessary improvements. Champion the use of data analytics to increase engagement and product holding for customers being managed by the team.

Job Title: Client Relations & Private Finance (Goregaon, Mumbai) We are having an urgent opening for the position of Client Relations & Private Finance Executive for a reputed company at Goregaon Location. Key Responsibilities: Client Outreach: Assist the team in reaching out to potential clients through calls, emails, and other communication channels. Help introduce ...