44 Job openings found

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 ...

Client Relationship ManagementBuild and maintain strong relationships with clients, understanding their investment needs,financial goals, and risk tolerance.Act as a primary point of contact for clients, ensuring a high level of customer satisfactionand timely communication.Handle inquiries related to portfolio management, transactions, market trends, and newinvestment opportunities. Sales and Business DevelopmentIdentify and pursue ...

Description:   Job Role:He would be responsible for the overall branch business and operations. His primary responsibility is businessdevelopment and needs to add more IFA / Business partners, to activate and motivate the existing partners for business.Also to do various activities to generate leads for recruitment of new partners. He needs to ...

Role: Relationship Executive-Voice Process About Us: The company with over 31 years of industry expertise and trust, is a SEBI-registered stockbroker and a member of all Indian exchanges—NSE, BSE, MCX, NCDEX, and MSEI. We are also a registered depository participant with CDSL and NSDL, a SEBI-recognized Research Analyst,  and an AMFI certified mutual fund ...

Job Summary:We are seeking a dynamic and results-oriented Business Development professional for ourNon-Banking Financial Company (NBFC). The ideal candidate will have a proven trackrecord in selling financial products like Loan against Shares, Supply Chain Financing, andInvoice Discounting. This role requires strong financial acumen, strategic thinking, andexcellent relationship-building skills to drive ...

Job Overview: We are seeking a dynamic and results-oriented Tele caller to join our team. The primary responsibility of this role is to engage in cold calling to potential customers, identify warm leads, and nurture them into high-quality leads for the sales team. The ideal candidate will have excellent communication ...

Description:AVP– Independent Financial Advisor (IFA)Location: AhmedabadReporting To: DirectorEmployment Type: Full-TimeKey Responsibilities:1. Strategic Planning and Leadership:• Develop and execute the sales strategy to drive business growth through theIndependent Financial Advisor (IFA) channel.• Set and monitor sales targets, KPIs, and budgets for the IFA sales team.• Identify and capitalize on new business ...

NISM Certified   Executive Dealer -   Essential Duties and Responsibilities:    1) Communicate with clients to understand their investment objectives, provide market insights, and execute trades according to client’s sole preferences and confirmation   2)Suggest trade & investment recommendations as given by fundamental and technical research team (only). 3)Execute buy and sell orders for clients in a ...

NISM Certified   Executive Dealer -   Essential Duties and Responsibilities:    1) Communicate with clients to understand their investment objectives, provide market insights, and execute trades according to client’s sole preferences and confirmation   2)Suggest trade & investment recommendations as given by fundamental and technical research team (only). 3)Execute buy and sell orders for clients in a ...

Description:   Job Role:He would be responsible for the overall branch business and operations. His primary responsibility is businessdevelopment and needs to add more IFA / Business partners, to activate and motivate the existing partners for business.Also to do various activities to generate leads for recruitment of new partners. He needs to ...