343 Job openings found

JD For RM- WealthClient Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate ...

JD For RM- WealthClient Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate ...

POSITION: Senior Manager / AVP – PMS OperationsReports to (Position): Vice President - PMS OperationsBusiness Unit: PMS Operations FTE:Location: Mumbai Date: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 ...

Familiarity and good understanding of investment products such as Mutual Funds, PMS, Bank & Corporate deposits, Government Securities, Corporate Bonds, Equities, Insurance and real estate etc. Acquisition and handling a group of HNI (High Net Worth Exclusive) and UHNIs Clients. Responsible for selling various Third-Party Products. Must have had prior experience of sourcing ...

This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other products to Private Banking clients to generate fee income Key role: Nurture and manage end to end customer relationship by fulfilling all their banking needs ...

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 Responsibilities:  Customer Profiling  Consultation related to wealth management  Client interaction  References from existing clients to acquire new clients  Updating clients on market  Giving the proper information to clients of a transaction at a specific interval.  Strive towards achieving an individual goal and thereby the branch and organizational goals.   Desired Candidate Profile  Should have good knowledge of the Mutual ...

Required Qualification MBA (Finance/Marketing) M.Com, B.Com, BBA or such other commerce graduate with strong and relevant experience in the subject matter Required Experience Not less than 2–5 years Location: Ahmedabad Required Minimum Computer Skills Microsoft Office applications (Word, Excel, PowerPoint, Outlook) Beneficial Computer Skills MF Utility Software, Investwell Software or such other MF CRM Software and back office management ...

Role OverviewWe are looking for an experienced Product Manager with strong exposure to financial products and FinTech platforms. The candidate should be able to understand financial products from both a business and technology perspective and act as the key bridge between management/business teams and technology partners.Key Requirements• Minimum 5–8 years ...

Job Overview  We are looking for a highly motivated Partner Acquisition Executive (B2B) to expand our partner network and drive business growth. The candidate will be responsible for identifying, acquiring, onboarding, activating, and managing channel partners while building long-term relationships that contribute to revenue generation.   Key Responsibilities  * Identify and acquire new channel ...