1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.00 LPA TO 6.00 LPA
Job Title: Research Analyst – Mutual FundsLocation: AhmedabadDepartment: Wealth ManagementReports To: Senior Vice President
Job Summary:We are seeking a detail-oriented and analytical Research Analyst to support our mutual fund investment strategies. The ideal candidate will be responsible for conducting thorough research on mutual funds across asset classes (equity, debt, hybrid), evaluating ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 6.00 LPA
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 ...
2 Opening(s)
5.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 13.00 LPA
To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
Achieving the business targets assigned in terms of up selling and upgrading the Client Net worth relationships.
Profiling customers and provide financial products to meet customer needs
Ensuring the ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
5.00 LPA TO 6.00 LPA
Role Summary:He would be responsible for the overall branch business and operations. His primary responsibility is businessdevelopment and needs to add more IFA / Business partners, to activate and motivate the existing partners forbusiness. Also to do various activities to generate leads for recruitment of new partners. He needs to ...
1 Opening(s)
3.0 Year(s) To 6.0 Year(s)
3.00 LPA TO 5.00 LPA
Position:Graphic Designer & Web Developer
Experience: 3 years in HTML coding and print design
About Us: With over 31 years of trust and industry expertise, is a SEBI-registered stockbroker and a proud member of all major Indian exchanges, including NSE, BSE, MCX, NCDEX, and MSEI. They are also registered as a depository participant ...
2 Opening(s)
2.0 Year(s) To 5.0 Year(s)
4.00 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)
1.0 Year(s) To 3.0 Year(s)
3.00 LPA TO 4.00 LPA
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 ...
1 Opening(s)
10.0 Year(s) To 12.0 Year(s)
15.00 LPA TO 18.00 LPA
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 ...
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.50 LPA TO 5.00 LPA
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 ...
3 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.50 LPA TO 5.00 LPA
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 ...