1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 6.00 LPA
Job 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 as assigned by the organisation on a ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 6.00 LPA
Job 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 as assigned by the organisation on a ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 6.00 LPA
Job 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 as assigned by the organisation on a ...
2 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 6.00 LPA
Job Title: Business Support Executive – Wealth ManagementJob Summary:We are looking for a proactive and organized Business Support Executive to support our WealthManagement team. The ideal candidate will have experience in coordinating with business partners andHNI clients, managing backend processes, and ensuring seamless communication across internal andexternal stakeholders.
Key Responsibilities:• Act ...
1 Opening(s)
10.0 Year(s) To 20.0 Year(s)
20.00 LPA TO 25.00 LPA
Front office:
RFP / DDQs and Content Management
Origination and Due Diligence
Macro, Company Fund Research
Financial Modelling and Investment memos
Middle Office
Data collection, validation and migration
Portfolio Valuations
Fund model and attribution analysis
Waterfall analysis at portfolio and fund level
Investor Reporting
Back office:
Accounting team support
Roll forward and preparation of annual / interim reporting
CAM & Closing notice, borrower base
Expense ...
1 Opening(s)
5.0 Year(s) To 15.0 Year(s)
10.00 LPA TO 12.00 LPA
Key Responsibilities:(
CA is Mandatory)
1. Financial Reporting & Compliance
Ensure timely and accurate monthly, quarterly, and annual financial statements.
Maintain adherence to Indian GAAP/IFRS as applicable.
Ensure compliance with all statutory requirements like GST, TDS, Income Tax, PF, ESI, etc.
Coordinate with auditors (internal & statutory) and ensure smooth audit processes.
2. Costing & Inventory Management
Monitor ...
1 Opening(s)
5.0 Year(s) To 8.0 Year(s)
10.00 LPA TO 12.00 LPA
Job Profile:1. Manage banking relationships and negotiate with banks to secure favourable rates.2. Fundraising from banks.4. Preparation of CMA data as and when required.5. Treasury experience (preferably NBFC) on the borrowing side.6. Handling Documentation for Bank Lines7. Regular Bank Reporting.
Requirements -
MBA/CA is a must
Candidates located in Mumbai, the western suburbs, ...
1 Opening(s)
10.0 Year(s) To 15.0 Year(s)
20.00 LPA TO 24.00 LPA
Position SummaryWe are looking for an experienced and results-driven Head of Retail to lead and scale our retail operations across stores. The ideal candidate will bring deep knowledge of customer experience, store operations, visual merchandising, and team management in a premium or luxury environment. This role is pivotal in ensuring ...
2 Opening(s)
5.0 Year(s) To 10.0 Year(s)
5.00 LPA TO 15.00 LPA
Job Title:L&D Head – Stock Market Training & Client Acquisition (NISM Certified)Location:Mumbai/KolkataExperience:Minimum 5 Years in Learning & Development (Finance/Stock Market Domain)Industry:Finance | EdTech | Stock Market Training | Brokerage______Job Overview:We are hiring a seasoned L&D Head with strong expertise in the Indian Stock Market and a proven track record in ...
7 Opening(s)
2.0 Year(s) To 7.0 Year(s)
3.00 LPA TO 5.00 LPA
Description:
Essential Duties and Responsibilities:
1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.
2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products ...