16 Job openings found

Description:   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 ...

Job Summary: We are seeking a highly skilled and motivated Digital Onboarding Product Manager to spearhead the development and management of our e-KYC (Know Your Customer) processes and systems within for Dhanush (our trading application). Company is a financial services firm that offers services comprising of Retail broking, lending, investment banking, ...

Job Summary:The IT Systems Administrator is responsible for managing and maintaining operating systems,software packages, and databases, as well as addressing customer queries and troubleshootingissues. This role involves monitoring server applications, performing beginning and end-of-day serveractivities, and ensuring effective document verification using the latest technology. Key Responsibilities: Operating Systems:Manage and maintain various Windows ...

We are looking for a Manager – DP Operations to oversee and manage depository-related activities in compliance with SEBI, NSDL/CDSL, and stock exchange regulations. The ideal candidate should have hands-on experience in DP operations, compliance, securities transactions, and risk management within a stock broking firm. Key Responsibilities:Depository Operations & Transaction Processing✅ ...

Job Summary: We are looking for a dynamic and motivated Management Trainee to support key operational activities, coordinate digital transformation initiatives and assist in the fundraising ecosystem. The role involves managing day-to-day operations and leading the onboarding of partners, clients, and internal users onto our digital platforms and technology ...

To ensure 100% right valuation - capturing right cartage, proper stone deduction, avoid/ prevent spurious/unacceptable ornaments. Adhering to high ethical standards and complying with all the laid down processes/policies of IIFL - KYC adherence. Verify customers' KYC & complete online registration. Maintain the quality of portfolio by tracking & controlling the threshold ...

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:● Periodic Regulatory Reporting & Tracking:○ Manage and ensure timely and accurate periodic reporting as a SEBI registered Stock Brokerand Depository Participant to regulating authorities including SEBI, CDSL, NSDL, NSE, BSE,and ICCL.○ Oversee periodic reporting as a PFRDA registered Point of Presence for NPS to the PFRDA.○ Proactively track ...

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 ...