66 Job openings found

Role Overview This role focuses on overseeing daily operations related to banking, documentation, and compliance across various investment vehicles. It is crucial for ensuring process discipline, timely settlements, and seamless information flow for stakeholders, the investment committee, and auditors. The ideal candidate is meticulous, reliable, and comfortable working across multiple ...

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 ...

Role Overview We are seeking an experienced and driven Team Lead – Overseas Counselling to manage and guide a team of counsellors while delivering high-quality student advisory services. The ideal candidate will have strong expertise in overseas education counselling, particularly across multiple destinations. Key Responsibilities Lead, mentor, and manage a team of overseas ...

Urgently required - Senior Relationship Manager – Wealth & Stock Broking Key Responsibilities1. Client Acquisition & Revenue Building Acquire and onboard HNI, UHNI, and active trading clientsBuild a strong personal book through references, networking, and market outreachDrive broking revenue, margin funding, and trading activity2. Wealth Product Cross-Selling Identify opportunities and advise clients on:Mutual ...

  Compensation details:- 1- Base Salary: ₹50,000–₹75,000 per month (₹6–9 Lakh per annum)2- Location: Kolkata HQ with travel as required (Delhi, project states, Singapore in Year 2)3- Reporting To: Founder & Managing Director4- Growth Path: VP Strategy / Head of SPV Intelligence GTM / SE Asia Country Head within 2–3 years Role:- Chief of ...

Job Summary: We are seeking a Sales Manager (Female) with 8 to 10 years of experience in sales preferably in fi nancial products. The ideal candidate will be responsible for acquiring new clients, building strong relationships, and achieving defi ned sales targets. This role demands excellent communication skills, a confi ...

      Key Responsibilities: Prospect & Acquire Clients: Identify and onboard high-potential clients (retail/HNI/corporate) for Trading & Demat Accounts. Digital On boarding: should be able to on board clients digitally. (DEMAT- Accounts) Market Research: Stay updated on financial markets, competitor offerings, and regulatory changes to pitch effectively. Sales Targets: Achieve monthly/quarterly targets for account openings and ...

A Head of Sales (Geotechnical) combines advanced civil/geotechnical engineering expertise with strategic business development skills to drive revenue growth in the ground engineering and construction sectors. This role involves technical advisory, client relationship management, and sales team leadership. sales head geotechnical experience in civil engineer , team lead 5 to 6 members- 10 ...

The Client is a non-governmental, not-for-profit organization that works to create and sustain an environment conducive to the development of India. It acts as a liaison between industry, government, and civil society through advisory and consultative processes. The client is industry-led and industry-managed, with a large membership base representing both private and public ...

Key Responsibilities:● Engage with clients and their families to understand their legacy aspirations, businesscontinuity goals, and succession preferences.● Develop customized estate and succession strategies, incorporating wills, trusts, familygovernance, nominations, and other planning tools.● Partner with internal teams, legal experts, and tax advisors to offer end-to-end estateplanning solutions.● Educate clients about ...