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 ...
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 ...
3 Opening(s)
4.0 Year(s) To 10.0 Year(s)
4.00 LPA TO 8.00 LPA
Company is based out of Kolkata, is a leading Stock Broking and Wealth Management firm offering full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India.
Role Overview
We ...
3 Opening(s)
2.0 Year(s) To 8.0 Year(s)
8.00 LPA TO 10.00 LPA
It is a BSE Debt Listed Company.It aims to be a one-stop investment solution for all types of investors, providing a comprehensive range of products including Fixed-Income Securities, Listed Equity, Real Estate, Unlisted Equity, Mutual Funds, and more.
Generating consistent returns for over 8 years in the industry. Pool of Investors ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 15.00 LPA
Job Title: Relationship Manager – Corporate Treasurer
Education: MBA (mandatory) from a reputed institution
Role Overview: We are seeking an experienced and dynamic Relationship Manager – Corporate Treasurer with a strong background in fund management, wealth management, and corporate investments. The ideal candidate should have a proven track record of selling mutual ...
6 Opening(s)
2.0 Year(s) To 8.0 Year(s)
5.00 LPA TO 8.00 LPA
Products: Secondary Bonds / Fixed Deposit / Mutual funds / Capital Gain Bonds / RBI Bonds / Debt Primary Issues
Desired Experience: MBA / PGDBM / Graduate candidates with 2+ years of relevant experienceLocations: Mumbai/Kolkata/Bangalore/Hyderabad/ChennaiPosition: Sr. Relationship Manager/ Relationship ManagerKey Skills:- Prior Experience of handling B2B Channel- Excellent Communication- Market & ...
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 ...
4 Opening(s)
0 To 3.0 Year(s)
2.00 LPA TO 3.00 LPA
Job Title: Sales Executive – Trading & Demate Account Opening
**Location: Nariman Point, Mumbai
**Employment Type:** Full-time
**Experience:** 1-3 years in Financial Sales/Broking/Investment Banking
Key Responsibilities:
* Prospect & Acquire Clients: Identify and onboard high-potential clients (retail/HNI/corporate) for Trading & Demat Accounts.
* Digital Onboarding: Facilitate digital onboarding of clients for Demat Accounts.
* Market Research: Stay ...
3 Opening(s)
4.0 Year(s) To 7.0 Year(s)
5.00 LPA TO 7.00 LPA
Department- Wealth ManagementPosition- Manager/Senior Manager5 Days work form office timings : 10AM-7:00 PM
Required Experience- Not less than 4-5 years (Age 32-37 Years) Required Minimum Computer Skills -Microsoft Office applications (Word, Excel, Powerpoint, Outlook) Beneficial Computer Skills-MF Utility Software, Investwell Software or such other MF CRM Software and back office management software
Primary Responsibilities
Business Development and Relationship Management ...