26 Job openings found

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 ...

Job Description:The LLP is seeking a license from SEBI to set up a Portfolio Management Service (PMS). To augment our team, we are looking for a dynamic and result oriented security market professional with the following credentials:Job Role:The Fund Manager will be responsible for decisions related to administration/management of securities/funds ...

We are seeking a responsible and knowledgeable Branch Officer to manage branch operations for our stock broking unit at GIFT City (IFSCA). The ideal candidate must have good understanding of capital markets, trading operations, compliance frameworks, and client servicing within a broking environment.Key Responsibilities:• Identify and acquire new clients for ...

Key Responsibilities:  Research Coverage:  Track and analyse large, mid, and small-cap Indian equities (sector agnostic) through detailed financial and strategic analysis.  Report Writing:  Prepare initiating coverage reports, thematic reports, quarterly earnings previews/reviews, sector updates, pitch books/decks, and event-driven notes.  Valuation Expertise:  Apply valuation methodologies such as DCF, SOTP, and ...

Key Responsibilities:  Client Acquisition & Relationship Managemento Acquire new clients through referrals, walk-ins, leads, and cold calling.o Maintain and strengthen existing client relationships to drive client engagement.o Regularly update clients on market trends, portfolio performance and investment opportunities.  Trading & Executiono Execute buy/sell orders for equity, derivatives and other permitted ...

Job Title:L&D Head – Stock Market Training & Client Acquisition (NISM Certified)Location:Mumbai/KolkataExperience:Minimum 5 Years in Learning & Development (Finance/Stock Market Domain)Industry:Finance | EdTech | Stock Market Training | Brokerage______Job Overview:We are hiring a seasoned L&D Head with strong expertise in the Indian Stock Market and a proven track record in ...

Compliance Location: Malad West Experience: 4+ years Qualification: Graduate/Post-Graduate Certifications: NISM- III A- Mandatory Role Overview The Compliance Executive/Officer will be responsible for ensuring adherence to all regulatory guidelines issued by SEBI, BSE, NSE, MCX, CDSL, and other applicable authorities. The role involves managing audits, handling inspections, preparing compliance reports, regulatory filings, and ensuring that ...

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 ...

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 ...