47 Job openings found

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 ...

back office executive -conversant with Ms Office and preferably have work with any Mutual fund house or investment firm   Back office executive Back-office executives are crucial for any organisation. They provide various types of administrative and managerial support to simplify front-office production. Back office executives do not face the clients directly. They ...

Qualifications• Graduate from any stream. Minimum 2 years' experience of working as Loan set up associate orJunior underwriterJob role• Completes a thorough analysis of loan files to determine compliance with company, investor, andFHA/VA guidelines.• Develop and maintain knowledge of multiple loan product guidelines for quick and accurate answers• Accurately calculate ...

Company Secretary Roles and Responsibilities  The roles and responsibilities of a company secretary are diverse, encompassing a blend of legal, administrative, and governance duties. They serve as the linchpin in ensuring the smooth operation of the board and compliance with legal and statutory requirements. Here are the key aspects of the ...

A Chartered Accountant (CA) plays a crucial role in various financial activities, including Initial PublicOfferings (IPOs), due diligence, and fund-raising activities. Here & an overview of the job descriptionfor a Chartered Accountant in these segments: IPO (Initial Public Offering): Financial Reporting and Compliance: Ensure that the company's financial statements comply withregulatory requirements ...

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 ...

Job Purpose – Creating and executing a strong performance marketing strategy & execution plan Developing and managing digital prospecting and remarketing campaigns Managing budgets and campaigns across all digital channels to drive strong return on investment and efficient CAC Ensuring successful planning, execution, optimization for key traffic KPIs via paid, organic & own media ...