123 Job openings found

We are seeking an experienced Senior Sales Manager to join our prestigious real estate company. As a trusted leader in the industry, we are dedicated to delivering exceptional service and results to our clients. In this role, you will be responsible for managing a diverse portfolio of properties, overseeing all ...

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 ...

Location - Hazra, Kolkata We are looking for a passionate, client-first Qualified Personal Finance Professional (QPFP) or Certified Financial Planner (CFP) to join our growing wealth management team. This role is ideal for someone who enjoys building long-term client relationships, creating comprehensive financial plans, and helping families achieve their financial goals through ...

Present Role – Investor Relations Manager-Main Board and SME IPOs and Wealth Management.Location: Lower Parel, Mumbai. Experience: 3 to 5 years Salary Range: 6 to 10 LPAMale candidate preferred Reporting to –DirectorCompany Brief: We are SEBI Registered CAT-1 Merchant Bankers and have diversified infinancial advisory services like Debt Syndication, Wealth Management, Financial Valuations, ...

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 ...

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: 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: 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 ...

It is a BSE Debt Listed Company.It aims to be a one-stop investment solution for all types of investors, providing a comprehensive range of products including Fixed-Income Securities, Listed Equity, Real Estate, Unlisted Equity, Mutual Funds, and more. Generating consistent returns for over 8 years in the industry. Pool of Investors ...

Job Summary:We are seeking an experienced and dynamic Relationship Manager to help us to grow in ourbroking business. The ideal candidate will be responsible for driving business growth, providingstrategic leadership, enhancing client engagement, and ensuring the successful execution ofinvestment strategies and services. This is an exciting opportunity to lead a ...