1 Opening(s)
2.0 Year(s) To 6.0 Year(s)
5.00 LPA TO 12.00 LPA
Offering mainly Mutual Fund Products, a wide range of Financial Services and Wealth Management Solutions to Institutions, Corporations, High-Net Worth Individuals and Families.
Conducting comprehensive review of client portfolios, including interacting with clients to assess strategies based on objectives and risk profile
Selling Mutual Fund/ Equity/Debt/Currency/Alternate Investments
Responsible for building AUM and revenue ...
1 Opening(s)
3.0 Year(s) To 8.0 Year(s)
Not Disclosed by Recruiter
We have a opening for the position of Sr Accountant for Dadar Location
Company Info:
Company is a Mumbai based financial consulting firm providing end-to-end accounting, taxation, auditing and assurance, secretarial services, wealth management and financial planning solutions to a varied range of client across the country.
Designation: Sr Accountant
Industry: Accounting and Tax ...
1 Opening(s)
1.0 Year(s) To 3.0 Year(s)
4.00 LPA TO 5.00 LPA
Client Info:
The Company is a reputed and leading Mutual fund service provider, Their aim is to build a world class wealth management business through high quality and honest advice emerging from incisive research, breadth of product suite and product neutrality, they deals into investment products like Mutual funds – Equity, ...
1 Opening(s)
2.0 Year(s) To 8.0 Year(s)
30.00 LPA TO 40.00 LPA
Role/Job Title: Associate Relationship Manager- Corporate Liability
Function/ Department: Wholesale Banking
Job Purpose:
Develop a corporate liability strategy for a particular city/region and execute it. Target top clients in the coverage geography and convert them.
Roles and Responsibilities:
Origination of New to Bank (NTBs) accounts and managing (farming) a portfolio of Corporate Liability Group clients sourced by oneself.
Originate CMS/Trade Processing/FX transactions from Cash Rich Corporate clients, mainly from Digital First ...
1 Opening(s)
2.0 Year(s) To 8.0 Year(s)
10.00 LPA TO 18.00 LPA
Role/Job Title: Associate Relationship Manager- Corporate Liability
Function/ Department: Wholesale Banking
Job Purpose:
Develop a corporate liability strategy for a particular city/region and execute it. Target top clients in the coverage geography and convert them.
Roles and Responsibilities:
Origination of New to Bank (NTBs) accounts and managing (farming) a portfolio of Corporate Liability Group clients sourced by oneself.
Originate CMS/Trade Processing/FX transactions from Cash Rich Corporate clients, mainly from Digital First ...
1 Opening(s)
2.0 Year(s) To 8.0 Year(s)
10.00 LPA TO 18.00 LPA
Role/Job Title: Associate Relationship Manager- Corporate Liability
Function/ Department: Wholesale Banking
Job Purpose:
Develop a corporate liability strategy for a particular city/region and execute it. Target top clients in the coverage geography and convert them.
Roles and Responsibilities:
Origination of New to Bank (NTBs) accounts and managing (farming) a portfolio of Corporate Liability Group clients sourced by oneself.
Originate CMS/Trade Processing/FX transactions from Cash Rich Corporate clients, mainly from Digital First ...
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)
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 8.0 Year(s)
4.00 LPA TO 15.00 LPA
Job Overview:
The ideal candidate will be responsible for managing and growing relationships with high-net-worth individuals, clients, and institutional investors. You will be tasked with offering customized investment solutions, building strong client loyalty, and contributing to the growth of our mutual fund business.
Department: Sales/Client Services
Reports To: Executive Director
Industry- Financial Services
Employment Type- ...
1 Opening(s)
0 To 2.0 Year(s)
4.00 LPA TO 8.00 LPA
Citi, the world leading global bank, has approximately 200 million customer accounts and a presence in more than
160 countries and jurisdictions worldwide. Citi provides consumers, corporations, governments and institutions with
a broad range of financial products and services, including consumer banking and credit, corporate and investment
banking, securities brokerage, transaction services, and ...