2 Opening(s)
3.0 Year(s) To 7.0 Year(s)
5.00 LPA TO 5.50 LPA
Key Responsibilities● Partner Engagement & Recruitment:○ Identify and onboard existing company Wealth Mutual Fund partners as POSP or BQP toinitiate and expand insurance-related business activities.○ Explain the benefits, process, and scope of the POSP/BQP roles effectively to ensurepartner enrollment.● Strategic Planning:○ Collaborate with Senior Managers to devise and implement strategies ...
1 Opening(s)
8.0 Year(s) To 17.0 Year(s)
35.00 LPA TO 45.00 LPA
Sourcing of new bank accounts through various channels and enhancing the portfolio based on customer requirements.
Ensure regular interaction with branches and existing clients.
Skills in CAM Preparation, Balance Sheet Analysis, Financial ratios, Security documentation and Scrutiny of security documents.
Interaction with the credit and ops team for sanction of fresh/renewals proposals and limit updating.
Credit Management & ...
1 Opening(s)
5.0 Year(s) To 15.0 Year(s)
20.00 LPA TO 40.00 LPA
Responsible for evaluating products across Mutual Funds, PMS, AIF & Gift City offerings. Should be able to propose recommendations to the product team
Preparing various reports, strategy notes along with presentations.
Constructing & reviewing asset allocation and model portfolios across asset classes.
Automation of research processes & creating fund evaluation models.
Hands on experience ...
1 Opening(s)
3.0 Year(s) To 5.0 Year(s)
12.00 LPA TO 13.00 LPA
Role Details: PMS Equity Dealer and AnalystDesignation: Manager / Sr ManagerRole type: Individual Contributor / People ManagerDepartment: PMSReporting to: SVP and Head PMSLocation: Mumbai
Your Role (summary):
Handle PMS Equity Dealing function and assisting the Portfolio Manager in Research, Analytics and support activities of PMS and Institutional Equity Advisory function.
You will be responsible ...
2 Opening(s)
3.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 7.00 LPA
Business Development ManagerJob description:
Will be responsible for acquiring clients for US stocks trading through existing sales team and business partners.
Will be responsible for Training and educate the sales team, DSA, AP and business associates.
Will be responsible for acquiring HNI/Ultra HNI clients through sale of AIF, PMS, advisory account and insurance ...
2 Opening(s)
3.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 7.00 LPA
Business Development ManagerJob description:
Will be responsible for acquiring clients for US stocks trading through existing sales team and business partners.
Will be responsible for Training and educate the sales team, DSA, AP and business associates.
Will be responsible for acquiring HNI/Ultra HNI clients through sale of AIF, PMS, advisory account and insurance ...
1 Opening(s)
2.0 Year(s) To 6.0 Year(s)
1.50 LPA TO 2.40 LPA
Role: Relationship Executive-Voice Process About Us: The company with over 31 years of industry expertise and trust, is a SEBI-registered stockbroker and a member of all Indian exchanges—NSE, BSE, MCX, NCDEX, and MSEI. We are also a registered depository participant with CDSL and NSDL, a SEBI-recognized Research Analyst, and an AMFI certified mutual fund ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
Not Disclosed by Recruiter
Key Responsibilities:
Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences.
Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.
Developing personalized financial plans and investment strategies aligned with client's objectives and risk profiles.
Recommending ...
1 Opening(s)
2.0 Year(s) To 15.0 Year(s)
16.00 LPA TO 25.00 LPA
Working with RBL Bank Ltd, As senior branch head. • Managing branch with a deposits size of 220 Cr. Plus. • Effectively managing a team of Relationship managers of various business segments for RBL. Also managing CASA Acquisition Team, NR, Assets and Business Banking RM, departments i.e. Wealth, GIB, Assets, ...
1 Opening(s)
3.0 Year(s) To 15.0 Year(s)
15.00 LPA TO 27.00 LPA
Role/Job Title: Product Manager-Mutual Fund.
Function/Department: Wealth, Retail Liabilities.
Job Purpose:
This role also involves managing relationships with business partners, AMCs, and third-party product providers ideating on product opportunities and building financial planning models.
Roles & responsibilities:
Onboarding of new products (MF, PMS,AIF) by way of evaluation, due diligence, suitability, commercials, sales & operational processesRelationship ...