78 Job openings found

Job OverviewThe RMS Manager will play a critical role in overseeing and managing the Risk ManagementSystem for a leading, publicly listed broking firm. This individual must be highly skilled inrisk analysis and mitigation, with particular expertise in using ODIN and Greek softwaresystems. The RMS Manager will ensure compliance with regulatory ...

Job description for Project Manager - Tech We are looking for an analytical, customer-focused team Leader and player who will own the entire technical product for an online stock broking platform through its lifecycle from strategy to launch. This candidate will also work cross-functionally to complete product roadmaps and discover new ...

Job Title: Fixed Income Dealer – Institutional & Non institutional Segments.Location: MumbaiExperience: 4-5 yearsJob Description:We are looking for a dynamic and experienced Fixed Income Dealer to join our team. The ideal candidate will be actively engaged in Institutional, Interbank, Inter-broking, and Wholesale Debt Markets, with a strong understanding of market ...

Company is based out of Kolkata, is a leading Stock Broking and Wealth Management firm offering full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India. Role Overview We ...

Role Summary: The Vice President of Digital Marketing will be responsible for driving digital strategy, customer acquisition, engagement, and retention through innovative and data-driven marketing initiatives. This role requires a seasoned leader with a deep understanding of financial markets, consumer behavior in investing, and digital platforms. Key Responsibilities: Strategic Leadership: Define and lead end-to-end ...

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 description: New client acquisition, building new relationships and increasing depth in existing relationships with clients. Selling online broking accounts- Demat account, trading account. Identifying customer needs, assessing their appetite and providing them investment options. Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc. Achieving targets as assigned by the organisation on a ...

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 Description  Suggesting the client proper covers/policies to cover the Risk Gaps, preparation of Quote/Broking slip.  Access risk factor to determine coverage, eligibility, premium pricing & Policy terms  Use underwriting guideline, rating manuals & industry standard to make informed decisions.  Negotiate with various Insurer on discounts as well as ...

Job description: New client acquisition, building new relationships and increasing depth in existing relationships with clients. Selling online broking accounts- Demat account, trading account. Identifying customer needs, assessing their appetite and providing them investment options. Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc. Achieving targets as assigned by the organisation on a ...