104 Job openings found

Job description: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management)from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overallfinancial portfolio and deepening the wallet from existing clients To coordinate with product and research team ...

Key Responsibilities:  Client Acquisition & Relationship Managemento Acquire new clients through referrals, walk-ins, leads, and cold calling.o Maintain and strengthen existing client relationships to drive client engagement.o Regularly update clients on market trends, portfolio performance and investment opportunities.  Trading & Executiono Execute buy/sell orders for equity, derivatives and other permitted ...

We are seeking a responsible and knowledgeable Branch Officer to manage branch operations for our stock broking unit at GIFT City (IFSCA). The ideal candidate must have good understanding of capital markets, trading operations, compliance frameworks, and client servicing within a broking environment.Key Responsibilities:• Identify and acquire new clients for ...

Job description: Job Title: Sales Executive – 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. (DMAT- Accounts) Market Research: Stay updated on ...

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 ...

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 ...

Business Development ManagerJob description: Will be responsible for acquiring clients for US stocks trading through existingsales team and business partners. Will be responsible for Training and educate the sales team, DSA, AP andbusiness associates. Will be responsible for acquiring HNI/Ultra HNI clients through sale of AIF, PMS,advisory account and insurance ...

  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 ...