1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 6.00 LPA
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 ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 6.00 LPA
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 ...
1 Opening(s)
2.0 Year(s) To 3.0 Year(s)
4.00 LPA TO 5.00 LPA
Job description:
Responsible for managing client’s portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department.
Communicating trading on calls and investing ideas to customers.
To trade on behalf of clients.
Responsible for brokerage generation.
Cross selling third party products.
Research and build relationships with ...
1 Opening(s)
2.0 Year(s) To 3.0 Year(s)
4.00 LPA TO 5.00 LPA
Job description:
Responsible for managing client’s portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department.
Communicating trading on calls and investing ideas to customers.
To trade on behalf of clients.
Responsible for brokerage generation.
Cross selling third party products.
Research and build relationships with ...
2 Opening(s)
2.0 Year(s) To 3.0 Year(s)
4.00 LPA TO 5.00 LPA
Job description:
Responsible for managing client’s portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department.
Communicating trading on calls and investing ideas to customers.
To trade on behalf of clients.
Responsible for brokerage generation.
Cross selling third party products.
Research and build relationships with ...
2 Opening(s)
2.0 Year(s) To 3.0 Year(s)
4.00 LPA TO 5.00 LPA
Job description:
Responsible for managing client’s portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department.
Communicating trading on calls and investing ideas to customers.
To trade on behalf of clients.
Responsible for brokerage generation.
Cross selling third party products.
Research and build relationships with ...
1 Opening(s)
2.0 Year(s) To 3.0 Year(s)
4.00 LPA TO 5.00 LPA
Job description:
Responsible for managing client’s portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department.
Communicating trading on calls and investing ideas to customers.
To trade on behalf of clients.
Responsible for brokerage generation.
Cross selling third party products.
Research and build relationships with ...
2 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 6.00 LPA
Job Title: Business Support Executive – Wealth ManagementJob Summary:We are looking for a proactive and organized Business Support Executive to support our WealthManagement team. The ideal candidate will have experience in coordinating with business partners andHNI clients, managing backend processes, and ensuring seamless communication across internal andexternal stakeholders.
Key Responsibilities:• Act ...
1 Opening(s)
4.0 Year(s) To 7.0 Year(s)
12.00 LPA TO 15.00 LPA
Job Profile: Business Development – Payment Solutions, BBPS & eSign ServicesKey Responsibilities:● Acquire and build strong business relationships with merchants for Payment Solutions, BBPS(Bharat Bill Payment System), and eSign services.● Manage the complete sales cycle: from lead generation and client outreach to pitching,negotiation, and final closure.● Maintain ongoing client relationships ...
1 Opening(s)
10.0 Year(s) To 20.0 Year(s)
20.00 LPA TO 25.00 LPA
Front office:
RFP / DDQs and Content Management
Origination and Due Diligence
Macro, Company Fund Research
Financial Modelling and Investment memos
Middle Office
Data collection, validation and migration
Portfolio Valuations
Fund model and attribution analysis
Waterfall analysis at portfolio and fund level
Investor Reporting
Back office:
Accounting team support
Roll forward and preparation of annual / interim reporting
CAM & Closing notice, borrower base
Expense ...