131 Job openings found

We are seeking an experienced Assistant Portfolio 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 ...

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 ...

Vice President (Finance)Location: AgraIndustry: ManufacturingReporting To: CFO & Managing Director (MD)Experience: 20+ YearsQualification: Chartered Accountant (CA) – MandatoryAbout the RoleWe are seeking an experienced and business-oriented Vice President (Finance) to lead theFinance & Accounts function of a growing manufacturing organisation. The Vice President willserve as a strategic partner to the ...

Summary: Experience of 1 to 3 years in CRM.Description:• Performing administrative duties for CRM.• Create, test, and implement new or modified forms, views, reports, templates, and dashboards that have been approved.• Conduct periodic cleansing and audits of the database's data quality as necessary.• Assigning a User profile, a Role, and ...

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 ...