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)
1.0 Year(s) To 15.0 Year(s)
12.00 LPA TO 22.00 LPA
Job Purpose:IDFC FIRST Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor.As a leading financial institution, we are committed to providing our clients with the bestinvestment solutions and services. We are looking for a dynamic individual who is passionateabout wealth management and has a strong understanding of the financial ...
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)
2.0 Year(s) To 8.0 Year(s)
Not Disclosed by Recruiter
Key Responsibilities:
Back Office Operations
Manage all back-office activities related to investments and client account maintenance.
Ensure accuracy in documentation and timely processing of mutual fund, PMS, and AIF transactions.
Maintain up-to-date records for compliance, audit, and regulatory requirements.
Client Interaction and Support
Professionally interact with clients to address and resolve investment-related queries.
Prepare and share client ...