65 Job openings found

Description:   Key Responsibilities: Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls). Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations. Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs. Upsell and cross-sell mutual fund products ...

Job Summary:We are seeking an experienced and dynamic Relationship Manager to help us to grow in ourbroking business. The ideal candidate will be responsible for driving business growth, providingstrategic leadership, enhancing client engagement, and ensuring the successful execution ofinvestment strategies and services. This is an exciting opportunity to lead a ...

Job Title: Business Development ManagerLocation: Mumbai (Andheri)Position Overview We are seeking an enthusiastic Business Development Manager with an MBA in Finance/Marketing to join our dynamic team. The ideal candidate will bring 2-5 years of industry experience with a background in Investment Banking, Startups, or relationship management. You will play a pivotal role in driving ...

Requirements: Educational Background: CS qualification (LLB or equivalent legal degree in addition will be preferred) Experience: 15-20 years in corporate secretarial and legal roles, preferably in the manufacturing sector. Skills: Strong knowledge of corporate laws, excellent communication, and leadership abilities. Leadership: Experience of leading team with strong administration and communication skill. Key Responsibilities: Corporate Governance: Convene and ...

Job Title: Wealth Manager Location: [Insert Location] Job Type: [Full-time/Part-time/Contract] Department: Wealth Management / Financial Advisory Reports To: [Director of Wealth Management / Senior Partner / CEO] Job Summary We are seeking a highly skilled and client-focused Wealth Manager to join our team. In this role, you will be responsible for providing high-net-worth ...

Key Responsibilities: Compliance Management: Ensure adherence to SEBI regulations. Handle secretarial compliance for listed and unlisted companies in the group. Manage all statutory requirements under the Companies Act, 2013. Regulatory Filings and Coordination: Filing and maintaining statutory records and returns. Liaison with regulatory bodies such as SEBI, RBI, ROC, and Stock Exchanges. Corporate Governance: Support in Board and Committee ...

Job Description We are seeking a seasoned and qualified Company Secretary with a minimum of 3 years of experience to join one of the leading financial services providers. The ideal candidate will play a pivotal role in ensuring statutory compliance, corporate governance, and seamless functioning of board-related matters. Key Responsibilities Corporate Governance: Ensure compliance with corporate ...

Client Relationship ManagementBuild and maintain strong relationships with clients, understanding their investment needs,financial goals, and risk tolerance.Act as a primary point of contact for clients, ensuring a high level of customer satisfactionand timely communication.Handle inquiries related to portfolio management, transactions, market trends, and newinvestment opportunities. Sales and Business DevelopmentIdentify and pursue ...

Job Description: Position Overview:We are looking for an experienced Senior Mutual Fund Distributor who has in-depth knowledge ofthe mutual fund industry, experience in managing client portfolios, and the ambition to eventuallystart their own broking firm. The ideal candidate will play a crucial role in building our firm,managing client relationships, and contributing ...

Key Responsibilities Make outbound calls to potential and existing clients regarding company services and investment products. Handle inbound customer inquiries professionally and provide accurate information. Generate and qualify leads for the sales and advisory team. Maintain regular follow-ups with interested clients. Explain company offerings including trading accounts, investment opportunities, and financial products. Maintain client databases and ...