49 Job openings found

This job  is responsible for overseeing and managing all banking relationships and financial services of the company. This role requires the development and execution of strategic banking strategies that support the company’s financial objectives, cash management needs, and financing strategies. The VP will also be tasked with managing the relationship with ...

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 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 ...

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 Profile and Job Description Doc No. HR/JD - # Department Capital Market Services Position Senior Executive Primary reporting authority Senior Vice President Secondary reporting authority Director Required Qualification I - CA, MBA (Finance), CFA, MS (Finance)II - M.Com, B.Com, BBA or such other commerce graduate with strong and relevant experience in the subject matter Required Experience 3 - 5 years (Age 25 - ...

General Manager-Team Head   Job Overview: Will be responsible for driving sales of All products or specific products in a specific Territory area with Team leaders. The individual will lead a team of sales executives or Business Managers or Associate Business Managers to achieve sales targets, on how to build strong relationships with ...

    Products: Secondary Bonds / Fixed Deposit / Mutual funds / Capital Gain Bonds / RBI Bonds / Debt Primary Issues Desired Experience: MBA / PGDBM / Graduate candidates with 2+ years of relevant experienceLocations: Mumbai/Kolkata/Bangalore/Hyderabad/ChennaiPosition: Sr. Relationship Manager/ Relationship ManagerKey Skills:- Prior Experience of handling B2B Channel- Excellent Communication- Market & ...

Job Description Job Roles and Responsibilities  Relationship Manager /Senior Relationship Manager Making stipulated minimum telephonic calls daily as target set by the Supervisor Meeting minimum number of clients daily as target set by the Supervisor  Daily update in CRM regarding daily planning, leads received, login, sanctioned, Disbursed.  Leads to be converted into login and get it ...

Job Description Job Roles and Responsibilities  Relationship Manager /Senior Relationship Manager Making stipulated minimum telephonic calls daily as target set by the Supervisor Meeting minimum number of clients daily as target set by the Supervisor  Daily update in CRM regarding daily planning, leads received, login, sanctioned, Disbursed.  Leads to be converted into login and get it ...

looking for a dedicated Telecaller to support our sales and service operations. 🔹 Responsibilities: Make outbound calls to potential and existing clients to promote financial products/services. Explain products clearly, answer questions, and handle customer objections effectively. Generate leads and schedule appointments for the sales team. Maintain accurate records of calls, follow-ups, and outcomes. Meet daily/weekly/monthly calling ...