10 Opening(s)
2.0 Year(s) To 5.0 Year(s)
4.00 LPA TO 6.00 LPA
We are looking for a proactive and result-driven Relationship Manager to drive client acquisition and retention for a range of financial products. The role requires strong networking capabilities, client advisory skills, and the ability to generate business through fieldwork, references, and cold calling.
Lead Generation:Identify and onboard potential clients through cold calling, ...
3 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.50 LPA TO 5.00 LPA
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 ...
1 Opening(s)
10.0 Year(s) To 20.0 Year(s)
14.00 LPA TO 15.00 LPA
Job Summary:We are seeking an experienced and dynamic Relationship Manager to help us to grow in our broking business. The ideal candidate will be responsible for driving business growth, providing strategic leadership, enhancing client engagement, and ensuring the successful execution of investment strategies and services. This is an exciting opportunity ...
1 Opening(s)
4.0 Year(s) To 8.0 Year(s)
5.00 LPA TO 10.00 LPA
Legal Associate
Job Overview:
As we expand our vision, we’re building a team of sharp thinkers, trusted advisors, and execution-focused professionals who can operate across sectors and strategies with integrity, discretion, and foresight.
We’re looking for a Legal Associate with experience in corporate law, M&A, and legal structuring to join our growing legal ...
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 ...