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)
9.0 Year(s) To 10.0 Year(s)
30.00 LPA TO 35.00 LPA
About Client:The Client is transforming Indian logistics with its next-generation Transportation Management System (TMS) that streamlines and digitizes the entire logistics value chain—from vehicle sourcing to freight accounting. SP platform enables seamless collaboration among multiple enterprises, delivering real-time visibility and transparency to all stakeholders. Trusted by Fortune 500 clients like ...
1 Opening(s)
3.0 Year(s) To 7.0 Year(s)
12.00 LPA TO 15.00 LPA
Job Summary:We are seeking an experienced and dynamic Relationship Manager to help us to grow in ourbroking business. The ideal candidate will be responsible for driving business growth, providingstrategic leadership, enhancing client engagement, and ensuring the successful execution ofinvestment strategies and services. This is an exciting opportunity to lead a ...
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 ...
1 Opening(s)
8.0 Year(s) To 15.0 Year(s)
20.00 LPA TO 25.00 LPA
Description:AVP– Independent Financial Advisor (IFA)Location: AhmedabadReporting To: DirectorEmployment Type: Full-TimeKey Responsibilities:1. Strategic Planning and Leadership:• Develop and execute the sales strategy to drive business growth through theIndependent Financial Advisor (IFA) channel.• Set and monitor sales targets, KPIs, and budgets for the IFA sales team.• Identify and capitalize on new business ...
2 Opening(s)
1.0 Year(s) To 5.0 Year(s)
1.80 LPA TO 2.40 LPA
Key Responsibilities:* Manage client interactions and communications effectively.* Handle mutual fund account openings, KYC processes, and other related documentation.* Coordinate with mutual fund companies, insurance providers, and financial partners regarding ongoing investments.* Track internal documents, maintain data records, and follow up with respective parties.* Manage basic social media platforms for ...
3 Opening(s)
4.0 Year(s) To 20.0 Year(s)
12.00 LPA TO 32.00 LPA
RELATIONSHIP MANAGEMENT- Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.- Manage the portfolio to de-risk against attrition and achieve stability of book.- Have complete knowledge of the ...
2 Opening(s)
4.0 Year(s) To 10.0 Year(s)
9.00 LPA TO 12.00 LPA
Job Summary: We are seeking a highly skilled and motivated Digital Onboarding Product Manager to spearhead the development and management of our e-KYC (Know Your Customer) processes and systems within for Dhanush (our trading application).
Company is a financial services firm that offers services comprising of Retail broking, lending, investment banking, ...