75 Job openings found

Key Responsibilities:  Client Acquisition & Relationship Managemento Acquire new clients through referrals, walk-ins, leads, and cold calling.o Maintain and strengthen existing client relationships to drive client engagement.o Regularly update clients on market trends, portfolio performance and investment opportunities.  Trading & Executiono Execute buy/sell orders for equity, derivatives and other permitted ...

Responsibilities:Role will largely do with Operations and Reporting and then analysis being additionalOperational:- Advance tax calculation- Finalization of Individuals- TDS compliances- Overlooking/auditing/Doing work of juniors relating to: Transactions (shares/funds/MF/AIF)purchase/sale/redemption (ensuring entries have been correctly passed into)- Overlooking juniors in ensuring brokers have received money on time/we havereceived securities in our ...

Role Overview:We’re seeking a highly skilled and experienced professional to lead our mutual fund research function,delivering actionable insights and recommendations to support our distributors, clients, and internalteams. This role involves in-depth fund analysis, performance tracking, market monitoring, andcontributing to product evaluation and education.Key Responsibilities:● Conduct in-depth research and due diligence ...

Job description: Job Title: Sales Executive – Trading & Demat Account Opening Employment Type: Full-time Experience: 1-3 years in Financial Sales/Broking/Investment Banking 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. (DMAT- Accounts) Market Research: Stay updated on ...

Role Overview: Lead and expand the company’s sales presence in the Delhi region, specifically focused on distribution and sales of unlisted shares, pre‑IPO offerings, and mutual funds. Liaise between fund managers, high-net-worth clients, and institutional stakeholders.   Key Responsibilities Develop and execute regional sales strategies to drive growth in unlisted shares, pre‑IPO offerings, and ...

Job Title: Research Analyst – Mutual FundsLocation: AhmedabadDepartment: Wealth ManagementReports To: Senior Vice President Job Summary:We are seeking a detail-oriented and analytical Research Analyst to support our mutual fund investment strategies. The ideal candidate will be responsible for conducting thorough research on mutual funds across asset classes (equity, debt, hybrid), evaluating ...

Job Title: Sales Executive – Trading & Demate Account Opening **Location: Nariman Point, Mumbai **Employment Type:** Full-time **Experience:** 1-3 years in Financial Sales/Broking/Investment Banking   Key Responsibilities: * Prospect & Acquire Clients: Identify and onboard high-potential clients (retail/HNI/corporate) for Trading & Demat Accounts. * Digital Onboarding: Facilitate digital onboarding of clients for Demat Accounts. * Market Research: Stay ...

Job description: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management)from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overallfinancial portfolio and deepening the wallet from existing clients To coordinate with product and research team ...

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 ...

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 ...