1 Opening(s)
4.0 Year(s) To 10.0 Year(s)
4.00 LPA TO 8.00 LPA
Urgently required - Senior Relationship Manager – Wealth & Stock Broking
Key Responsibilities1. Client Acquisition & Revenue Building
Acquire and onboard HNI, UHNI, and active trading clientsBuild a strong personal book through references, networking, and market outreachDrive broking revenue, margin funding, and trading activity2. Wealth Product Cross-Selling
Identify opportunities and advise clients on:Mutual ...
1 Opening(s)
2.0 Year(s) To 6.0 Year(s)
6.00 LPA TO 7.00 LPA
POSITION :BUSINESS MANAGER-WEALTH
OVERVIEW
We are seeking an experienced and client-focused Business Manager into wealth wing to join our growing team. As a Business Manager, you will be responsible for building strong relationships with high-net-worth individuals (HNIs) and affluent clients, understanding their financial goals, and offering customized investment solutions. This role demands ...
1 Opening(s)
1.0 Year(s) To 3.0 Year(s)
3.00 LPA TO 3.60 LPA
Key Responsibilities:
Prospect & Acquire Clients: Identify and onboard high-potential clients (retail/HNI/corporate) for Trading & Demat Accounts.
Digital On boarding: should be able to on board clients digitally. (DEMAT- Accounts)
Market Research: Stay updated on financial markets, competitor offerings, and regulatory changes to pitch effectively.
Sales Targets: Achieve monthly/quarterly targets for account openings and ...
1 Opening(s)
1.0 Year(s) To 2.0 Year(s)
3.00 LPA TO 5.00 LPA
Department
Wealth Management
Position
Executive--Business Development
Primary reporting authority
Team Leader/Relationship Manager
Secondary reporting authority
Director
Required Qualification
I - MBA (Finance/Marketing) II - M.Com, B.Com, BBA or such other commerce graduate with strong and relevant experience in the subject matter
Required Experience
Not less than 1-2 years (Age 24-30 Years)
Location
Mumbai
Required Minimum Computer Skills
Microsoft Office applications (Word, Excel, Powerpoint, Outlook)
Beneficial Computer ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 7.00 LPA
Overview:
The QPFP is a certified financial professional trained to provide comprehensive personal finance advice, covering key areas such as investments, insurance, taxation, retirement, and estate planning. The role involves helping clients build, protect, and manage their wealth through structured financial planning aligned with their life goals.
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Key Responsibilities:
1. Client Financial Planning:Understand ...
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 3.60 LPA
The role is responsible for supporting and managing the lifecycle of all investment activities—across direct equities, mutual funds, PMS and AIF—by overseeing daily operations, data reconciliation, documentation, banking, and robust reporting. The role is crucial in ensuring data accuracy, process discipline, timely settlements, and seamless information flow for stakeholders and ...
1 Opening(s)
1.0 Year(s) To 4.0 Year(s)
2.00 LPA TO 3.50 LPA
About Us:Company is with over 31 years of industry expertise and trust, is a SEBI-registered stockbroker and a member of all Indian exchanges—NSE, BSE, MCX, NCDEX, and MSEI. We are also a registered depository participant with CDSL and NSDL, a SEBI-recognised Research Analyst, and an AMFI-certified mutual fund distributor. Headquartered in ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
6.00 LPA TO 9.00 LPA
Role Overview
The Relationship Management professional in Merchant Banking/Wealth Management is responsible for originating, structuring, and executing financial products and services tailored to institutional clients, including banks, asset managers, pension funds, insurance companies, and development finance institutions (DFIs). This role involves strategic relationship management, market analysis, and the delivery of customized ...
6 Opening(s)
2.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 7.00 LPA
Job description: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management)from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overallfinancial portfolio and deepening the wallet from existing clients To coordinate with product and research team ...
1 Opening(s)
15.0 Year(s) To 18.0 Year(s)
20.00 LPA TO 25.00 LPA
Description:
The Client is a non-governmental, not-for-profit organization that works to create and sustain an environment conducive to the development of India. It acts as a liaison between industry, government, and civil society through advisory and consultative processes. The client is industry-led and industry-managed, with a large membership base representing both private and public ...