46 Job openings found

  Job Title: Client Acquisition Architect Location: Pune and Hybrid Type: Full-Time Experience: 5+ years in financial services sales or sales support About Us: Manage and enrich CRM data (HubSpot) to ensure account intelligence is up to date Assist with outbound campaigns through personalized messaging, follow-ups, and tracking performance metrics. Follow up with We ...

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 ...

is a SEBI Registered Category -I Merchant Banking Firm engaged in Business and Investment Advisory Services, Credit Appraisal, Project Financing, Equity Research, Valuation and Financial Due Diligence. The Company focuses on Debt Syndication and Structured Finance, Debt Restructuring and Resolution Services. The group has diversified into NBFC, Cat I AIF. The Company is ...

Relationship ManagerJob 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 ...

Qualification- MBA Finance / MarketingThe profile involves business development for financial product /services and responsibilitiesfor the profile will include.• Assist the organization acquire new corporate customers by way of pitching for theinvestment banking services and financial advisory services being offered by thecompany.• Research and identify new market opportunities.• Arranging meetings ...

Job Title: Accounts Executive / Assistant Accounts Manager (Portfolio/Investment Management) Location: Kolkata Age: 30-40 Years Experience: 7-10 Years CTC: ₹10-12 Lacs per annum Job Description: We are seeking a highly motivated and experienced Accounts Executive/Assistant Accounts Manager specializing in Portfolio and Investment Management to join our team. The ideal candidate will have a ...

Job Description of Wealth Manager (Sr. Assistant Manager / Manager)Job Role:The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsiblefor building and maintaining strong, long-term relationships with High Net Worth Individuals (HNIs). Therole includes acquiring new clients, managing their investment portfolios, providing high-quality customerservice, and achieving sales ...

Role Overview:The Investment Banking Analyst will be responsible for conducting financial analysis, valuation, due diligence, and preparing investment banking reports. The role requires strong analytical, presentation, and financial modelling skills to support transactions across debt and equity investment banking.Key Responsibilities: Conduct financial modelling and valuation for investment banking transactions Perform ...

We are seeking an experienced Investment Banking & Buy-Side Research Analyst (5-8years) to join our client’s team. Candidates must possess a strong academic background (MBAfrom a top-tier institute, CA, or CFA) and expertise in financial modeling, market research,transaction support, and client deliverables.Key Responsibilities1. Financial Modeling and Valuation: Build advanced models ...

Job Description: Position Overview:We are looking for an experienced Senior Mutual Fund Distributor who has in-depth knowledge ofthe mutual fund industry, experience in managing client portfolios, and the ambition to eventuallystart their own broking firm. The ideal candidate will play a crucial role in building our firm,managing client relationships, and contributing ...