104 Job openings found

Job Title: Relationship Manager – Trading & Demat Account Opening 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 On boarding: should be able to on board clients digitally. (DEMAT- Accounts) Market Research: Stay updated on financial ...

Job Description: Generate Research Reports, Company Profiles, and Business Analysis. Building, Analyzing and Updating Financial Model. Generate Investment Ideas by Screening Companies Across Industry Verticals. Analyzing company's financial data. Preparing various Initiating Coverage (IC) research reports on companies. Financial forecasting & DCF, FCF valuation Presenting presentations to Institutional clients. Interacting ...

Description:   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: Real Estate Marketing & Sales Manager Job Summary We are seeking an experienced and dynamic Real Estate Marketing & Sales Manager to lead marketing initiatives, manage client relationships, and drive sales closures. The ideal candidate will be responsible for presenting new real estate projects, coordinating with developers, and converting prospects ...

Key Responsibilities • Read and review interview transcripts to identify and edit personal identifying information while preserving readability and value of the content for investors. • Work within Company's qualitative data and diligence library environment, helping convert rich interviews into safe, high-quality, structured data assets that clients can use at scale. ...

Key Responsibilities A. Financial Planning & Analysis (FP&A) Assist in preparing annual budgets, quarterly forecasts, and long-term financial plans. Analyze financial performance vs. budget, highlight variances, and recommend corrective actions. Provide financial modeling, profitability analysis, and scenario planning. B. Costing & Manufacturing Finance Oversee standard costing, product costing, BOM verification, and cost variance analysis. Monitor manufacturing KPIs ...

  Location:- Mira Road East, Borivali East, Mumbai   1. calling data base of customers explaining current month offer or related offers ensuring customer turn upto store. 2. Upselling jewelry products , investment scheme . 3. GEP Old Gold exchange programmer, TEP Tanishq exchange programmer  4. Free cleaning of jewelry in store , repair of jewelry on additional ...

To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the ...

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 ...

We are hiring a dynamic Wealth Sales Manager with a strong background in insurance, mutual funds, SIPs, or broking. The ideal candidate will be responsible for acquiring high-net-worth clients, offering wealth management solutions, and driving investment product sales. Strong interpersonal skills and a proven track record in financial product sales ...