5 Opening(s)
3.0 Year(s) To 10.0 Year(s)
6.00 LPA TO 12.00 LPA
Description:
Principal Responsibilities:
A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
It also includes use of Wealth management Application actively for designing ...
5 Opening(s)
4.0 Year(s) To 10.0 Year(s)
5.00 LPA TO 8.00 LPA
Principal Responsibilities:
A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
It also includes use of Wealth management Application actively for ...
1 Opening(s)
2.0 Year(s) To 7.0 Year(s)
3.00 LPA TO 3.60 LPA
Position Name:
Operation Executive- Investments
Total position: 1
Experience: 2-3 Years (Preferably Investment/Advisory/Wealth management)
Qualification: Post-Graduation (Preferably MBA-Finance)
CTC: 3 LPA to 3.60 LPA
Location: HO Ahmedabad
Roles & Responsibilities
Managing entire lifecycle for each investment - onboarding, KYC, account setup, investor reports, etc.
Manage daily investment operations for liquid funds (Process daily transactions including MF, PMS, etc), and managing capital calls, reporting, ...
3 Opening(s)
5.4 Year(s) To 7.4 Year(s)
11.00 LPA TO 15.00 LPA
Role : Application Developer Role Description : Design, build and configure applications to meet business process and application requirements. ...
3 Opening(s)
3.5 Year(s) To 5.5 Year(s)
7.00 LPA TO 11.00 LPA
Role : Application Developer Role Description : Design, build and configure applications to meet business process and application requirements. ...
3 Opening(s)
3.5 Year(s) To 5.5 Year(s)
7.00 LPA TO 11.00 LPA
Role : Application Developer Role Description : Design, build and configure applications to meet business process and application requirements. ...
1 Opening(s)
10.0 Year(s) To 20.0 Year(s)
50.00 LPA TO 87.00 LPA
Business: Retail Banking
Function/ Department: Retail Liabilities
Place of work: Pan India
Job Purpose:
This is a leadership role where 8-12 Private Banking RM's are mapped to them and this person is expected to help these RM's meet their AUM, TRV and Revenue Goals by mentoring, coaching, doing joint client meetings. They are also ...
5 Opening(s)
2.0 Year(s) To 8.0 Year(s)
2.00 LPA TO 8.00 LPA
The candidate will be responsible for expanding the B2B network for bonds, mutual fund,s and PMS products.Desired Experience & Exposure:-Experience of selling financial products through IFA Channel / Sub broker network (Preferably mutual fund and bonds).Mandatory Skills:-The candidate should possess excellent communication skills. Candidates should be good at relationship management ...
5 Opening(s)
5.0 Year(s) To 25.0 Year(s)
6.00 LPA TO 35.00 LPA
Executive business plan for the wealth management segment. Drive continuous improvement of the sales process constantly making them more customer friendly & efficient. Higher & train associates with a focus on offering multi products.
Drive & monitor sales through the team. Motivating the team through regular frontline contacts.
A front role as ...
1 Opening(s)
1.0 Year(s) To 6.0 Year(s)
2.00 LPA TO 5.00 LPA
Client Info:
Company is a Mumbai based Financial Services Company providing end-to-end financing, lending and wealth management solutions. Company are a team of Chartered Accountants and Chartered Financial Analysts with rich experience..Company considerable investment in scientific research, data and technology has produced innovations ranging from new investment strategies and risk management tools, ...