30 Job openings found

Role Overview The Relationship Management professional in Merchant Banking/Wealth Management is responsible for originating, structuring, and executing financial products and services tailored to institutional clients, including banks, asset managers, pension funds, insurance companies, and development finance institutions (DFIs). This role involves strategic relationship management, market analysis, and the delivery of customized ...

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 ...

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 ...

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 ...

  Major Accountabilities: Investment Recommendations and Analysis: Generate timely and accurate investment recommendations, stocks, sectors, and ideas that deliver substantial returns to customers across all investor products and services. Provide expert-level inputs for overall strategy, initiatives, goals, and budgets related to equities. Client Coordination: Regularly coordinate with Institution clients, Private Client Group (PCG), High Net Worth ...

Desigination - Business Development      Job Skills: o Prospect to Closure – managing leads end to end. o Reporting task progress to the management on regular basis as per the required format. o Relationship management with the clients, nurturing them for further engagement with the company. o Analyse industry trends and suggest strategies to management from ...

Desigination - Business Development      Job Skills: o Prospect to Closure – managing leads end to end. o Reporting task progress to the management on regular basis as per the required format. o Relationship management with the clients, nurturing them for further engagement with the company. o Analyse industry trends and suggest strategies to management from ...

Desigination - Business Development      Job Skills: o Prospect to Closure – managing leads end to end. o Reporting task progress to the management on regular basis as per the required format. o Relationship management with the clients, nurturing them for further engagement with the company. o Analyse industry trends and suggest strategies to management from ...

Desigination - Business Development      Job Skills: o Prospect to Closure – managing leads end to end. o Reporting task progress to the management on regular basis as per the required format. o Relationship management with the clients, nurturing them for further engagement with the company. o Analyse industry trends and suggest strategies to management from ...

Desigination - Business Development      Job Skills: o Prospect to Closure – managing leads end to end. o Reporting task progress to the management on regular basis as per the required format. o Relationship management with the clients, nurturing them for further engagement with the company. o Analyse industry trends and suggest strategies to management from ...