97 Job openings found

We have an urgent opening for Manager- Back Office Executive (Mutual Fund) for a reputed Company (Mutual Funds services) for Kharghar.   Please find the details for the same:- Job Location: Kharghar. Job Timing: 10 am to 6:30 pm. Weekly Off: Sunday. Salary: As per industry norms. Experience:  3+ years. Qualification: Graduate. Gender: Female.   Skills: Good Knowledge about Internet and Computer. Presentable Self confidant Expwrience ...

Please find the details for the same:- Job Location: Kharghar. Job Timing: 10 am to 6:30 pm. Job Type: Permanent. Weekly Off: Sunday. Salary: As per company norms.     Job Profile: Handling Data Entries. Handling Walkin clients Doing back office work in Mutual Fund.   Candidate’s Profile: Hard Working. Dedicated to work. Go getting attitude.  

Job Title: Relationship Manager - Private Wealth Management Job Overview: As a Relationship Manager in the Private Wealth Management industry, your primary responsibility is to cultivate and maintain strong relationships with high-net-worth clients. You will be tasked with understanding clients' financial goals, providing expert advice, and delivering customized wealth management solutions ...

Responsibilities: Advising clients on financial products and services. Managing investments. Conducting planning services. Providing tax planning services. Providing estate planning services Degree in finance, economics, management, or related field. Previous experience in financial services. Must be analytical. Able to understand complex information. Strong mathematical skills. Confidence. Good presentation skills Wealth Manager Job Description We are looking for a wealth manager to be responsible for ...

Job Title: Private Wealth Sales SpecialistsLocation: Ahmedabad, IndiaExperience Level: Senior Level (Minimum 10 years of relevant experience)Education: Master’s Degree or MBA, preferably in Finance or Marketing   Key Responsibilities:• Drive sales of wealth management products such as portfolio management services (PMS), mutualfunds, and other financial instruments.• Build and maintain strong client relationships ...

Job Description of Wealth Manager (Sr. Assistant Manager / Manager)Job Role:The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsiblefor building and maintaining strong, long-term relationships with High Net Worth Individuals (HNIs). Therole includes acquiring new clients, managing their investment portfolios, providing high-quality customerservice, and achieving sales ...

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 ...

Position Name AVP / Sr. Manager – PMS ProductLocation: Mumbai Date:Position Purpose: Bringing PMS Product Ideas to life.PrincipalAccountabilities: Assisting the COO in executing the PMS Product strategy for India. Monitor, anticipate and assess market, client, competitor, regulatory, and industry trends to drive pms product strategy and identify opportunities for new product innovation o Conduct primary, secondary research ...

Job Overview: We are looking for a CRM Executive who is eager to make an impact in the world of client relations and communication. This position requires someone who is creative, proactive, and excited to work in a fast-paced, relationship-driven environment. You will be responsible for maintaining and growing relationships ...

Description:   Maintaining total sales at or above quota. Identifying new opportunities within the designated territory. Establishing appointments with senior level executives of these organizations. Staying current with industry news and issues to understand the potential impact to your current prospects for fine new opportunities. Coordinating and providing sales demonstrations. Following up to negotiate contract terms and ...