11 Job openings found

Job Description• Interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to gauge their investmentinterests into fixed income product.• Oversee the marketing process as well as broader company marketing efforts, including creating investor materials,hosting webinars, and organizing investor events.• Develop and manage relationships with current and potential investors.• Collaborate ...

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 ...

Company seeking a Senior Investment Analyst for its SME Fund in Mumbai. This is a high-impact role involving deal evaluation, anchor investment structuring, and portfolio management across listed and unlisted SMEs. The ideal candidate will bring deep analytical skills, hands-on deal-making experience, and a solid understanding of India’s SME ecosystem. You ...

Description:AVP– Independent Financial Advisor (IFA)Location: AhmedabadReporting To: DirectorEmployment Type: Full-TimeKey Responsibilities:1. Strategic Planning and Leadership:• Develop and execute the sales strategy to drive business growth through theIndependent Financial Advisor (IFA) channel.• Set and monitor sales targets, KPIs, and budgets for the IFA sales team.• Identify and capitalize on new business ...

We are seeking an experienced Assistant Portfolio Manager to join our prestigious real estate company. As a trusted leader in the industry, we are dedicated to delivering exceptional service and results to our clients. In this role, you will be responsible for managing a diverse portfolio of properties, overseeing all ...

  JOB DESCRIPTION TITLE – Sales Manager INDUSTRY – REAL ESTATE DEPARTMENT - SALES Employment Type - Full-time LOCATION - GURUGRAM (HARYANA)   Description We are seeking an experienced  Sales Manager to join our prestigious real estate company. As a trusted leader in the industry, we are dedicated to delivering exceptional service and results to our clients. In this ...

We are seeking an experienced Senior Sales Manager to join our prestigious real estate company. As a trusted leader in the industry, we are dedicated to delivering exceptional service and results to our clients. In this role, you will be responsible for managing a diverse portfolio of properties, overseeing all ...

Job Description of Wealth Manager (Sr. Assistant Manager / Manager)Job Role:The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsiblefor building and maintaining strong, long-term relationships with High Net Worth Individuals (HNIs). Therole includes acquiring new clients, managing their investment portfolios, providing high-quality customerservice, and achieving sales ...

Client Relationship ManagementBuild and maintain strong relationships with clients, understanding their investment needs,financial goals, and risk tolerance.Act as a primary point of contact for clients, ensuring a high level of customer satisfactionand timely communication.Handle inquiries related to portfolio management, transactions, market trends, and newinvestment opportunities. Sales and Business DevelopmentIdentify and pursue ...

Essential Duties and Responsibilities:   1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.    2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products ...