299 Job openings found

POSITION: AVP - Institutional Sales Business Unit: Institutional Sales Location: New Delhi Principal Accountabilities:   This role will do a lot of work with Family offices so we need a wealth profile here instead of institutional sales profile. Someone with banking relationships/ wealth advisory  for Family offices. You Will Be Responsible For: Handling  Family offices Clients Liaising for wealth advisory  for Family offices. Responsible ...

Role Overview The Relationship Management professional in Merchant Banking/Wealth Management is responsible for originating, structuring, and executing financial products and services tailored to institutional clients, including banks, asset managers, pension funds, insurance companies, and development finance institutions (DFIs). This role involves strategic relationship management, market analysis, and the delivery of customized ...

We are hiring a dynamic Wealth Sales Manager with a strong background in insurance, mutual funds, SIPs, or broking. The ideal candidate will be responsible for acquiring high-net-worth clients, offering wealth management solutions, and driving investment product sales. Strong interpersonal skills and a proven track record in financial product sales ...

Job Description   About the role In charge of acquiring new clients and establishing and nurturing relationships with Ultra High Net Worth Individuals, Wealth Managers, Family offices and Financial Institutions. Responsible for creating and executing comprehensive plans that encompass wealth generation, wealth safeguarding, and wealth augmentation. This involves conducting a thorough analysis of the ...

Job description: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management)from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overallfinancial portfolio and deepening the wallet from existing clients To coordinate with product and research team ...

Need a candidate who is from broking industry and has very good experience in Broking especially in FNO. Preferred Minimum 5 Plus years of experience in broking. Only Male Candidate, NISM – 5A & 8    JOB TITLE : ADVISORY MANAGER  AREA OF RESPONSIBILITY: The primary responsibility of Advisory Manager is to Generate Broking Revenue, ...

Family Office Equity Research Analyst We are looking for an equity research analyst for the family office, based out of nariman point, mumbai. This will be mainly relating to public equity markets/listed securities + some private investments as well. Within that it will mainly relate to mid and small cap companies. The ...

Education Background Post Graduate, Graduate Principal Accountabilities:   PMS Domestic Operation: Fund Accounting – PMS Operations viz. Subscription, Redemption & Trade Settlement Accounting of Corporate Action viz. Dividend, Bonus, Rights Bank Reconciliation / Holding Reconciliation Account opening and KYC processing Liaising with auditors (Internal & Statutory) with respect to providing data as per requirement Client & distributor query resolution Distributor commission ...

Role Overview We are seeking an experienced and dynamic Business Development Head to lead and expand the Business. The ideal candidate will have strong industry relationships, deep understanding of capital markets and proven experience in scaling LAS products within an NBFC or financial services environment. This role involves strategy building, business acquisition, channel management ...

  About the OpportunityOur client has partnered with a well-established U.S. Tax, Wealth & Business Advisory firm to build and expand their new India operations. The U.S. firm has been serving a diverse client base—including entrepreneurs, physicians, musicians, executives, and business owners—for over 30 years. Known for its holistic approach, the firm ...