7 Job openings found

Job Description Team Leader – Financial Advisory ROLE DESCIPTION:Lead and inspire a team of Credit Analyst and Relationship Managers to fulfil the corporate andbusiness clients of the company with the debt advisory services of the company. The role involves P&LOwnership, developing execution plans, enhancing client relationships, monitoring performance, andfostering team development to ...

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 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 ...

  Look from PAN India, look only from investment type of companies , not from corporate, CA Not preferred  Managing Public Issue of Securities Underwriting connected with the aforesaid Public Issue Management Business Managing/advising on International Offerings of Debt/Equity i.e., GDR, ADR, bonds and other instruments Private Placement Securities Corporate Advisory Services related to Securities ...

Industry: Financial Services (Mutual Fund Distribution)Department: Marketing Job Summary:We are seeking a results-driven Digital Marketing Executive with a passion for financial services to support our mutual fund distribution business. The ideal candidate will assist in planning, executing, and optimizing digital campaigns aimed at increasing investor awareness, lead generation, and client engagement. ...

Job Summary:We are seeking a results-driven Digital Marketing Executive with a passion for financialservices to support our mutual fund distribution business. The ideal candidate will assist inplanning, executing, and optimizing digital campaigns aimed at increasing investorawareness, lead generation, and client engagement. This role requires a strongunderstanding of the financial services ...

Qualification- MBA Finance / MarketingThe profile involves business development for financial product /services and responsibilitiesfor the profile will include.• Assist the organization acquire new corporate customers by way of pitching for theinvestment banking services and financial advisory services being offered by thecompany.• Research and identify new market opportunities.• Arranging meetings ...