11 Job openings found

Job Title: Wealth Manager Location: [Insert Location] Job Type: [Full-time/Part-time/Contract] Department: Wealth Management / Financial Advisory Reports To: [Director of Wealth Management / Senior Partner / CEO] Job Summary We are seeking a highly skilled and client-focused Wealth Manager to join our team. In this role, you will be responsible for providing high-net-worth ...

Job Summary:We are seeking an experienced and dynamic Relationship Manager to help us to grow in our broking business. The ideal candidate will be responsible for driving business growth, providing strategic leadership, enhancing client engagement, and ensuring the successful execution of investment strategies and services. This is an exciting opportunity ...

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: Develop and maintain relationships with clients to enhance client retention and growth. Acquire new clients through referrals, cold calling and marketing initiatives. Advise clients on investment options such as equities, derivatives, mutual funds, IPOs, margin trade funding and Loan against Shares based on their risk profile. Assist clients ...

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: 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 ...

  JOB DESCRIPTION TITLE – Sales Manager INDUSTRY – REAL ESTATE DEPARTMENT - SALES Employment Type - Full-time LOCATION - GURUGRAM (HARYANA)   Description We are seeking an experienced  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 ...

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 ...