10 Job openings found

Job Title: Business Development Executive –Female  Private Banking & Wealth Management Location: MumbaiExperience: 2-3 Years Job Summary: Seeking a smart, presentable female candidate with strong IQ and analytical skills for a BD role in Private Banking & Wealth Management. Responsibilities include acquiring and managing HNW clients, providing tailored financial solutions, and maintaining strong relationships. ...

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 ...

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 ...

Job description Key Responsibilities: Strategic Leadership:Provide leadership and direction for all operational aspects of the elder care service company, ensuring alignment with overall business strategy and objectives.Develop and implement operational strategies to enhance service delivery, customer satisfaction, and business growth.Foster a culture of empathy, respect, and high standards of care within the ...

Job Description:  Role Overview The Chief Operations Officer (COO) will be the operational leader responsible for streamlining the company’s core processes, ensuring efficient execution of operational cycles, and keeping executive management updated on all critical matters. They will translate strategic goals into actionable steps, assign tasks across the organization, monitor task completion, and support ...

Job Title: Private Wealth Sales SpecialistsLocation: Ahmedabad, IndiaExperience Level: Senior Level (Minimum 10 years of relevant experience)Education: Master’s Degree or MBA, preferably in Finance or Marketing   Key Responsibilities:• Drive sales of wealth management products such as portfolio management services (PMS), mutualfunds, and other financial instruments.• Build and maintain strong client relationships ...

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 ...

Job Overview: We are looking for a CRM Executive who is eager to make an impact in the world of client relations and communication. This position requires someone who is creative, proactive, and excited to work in a fast-paced, relationship-driven environment. You will be responsible for maintaining and growing relationships ...

Job Summary: We are seeking a highly skilled and motivated Digital Onboarding Product Manager to spearhead the development and management of our e-KYC (Know Your Customer) processes and systems within for Dhanush (our trading application). Company is a financial services firm that offers services comprising of Retail broking, lending, investment banking, ...

Job Overview: The Operational Executive will work across various functions to support the daily operations of the firm. From client acquisition to ensuring compliance, this role is ideal for someone who is proactive, detail-oriented, and ready to contribute their energy and creativity to improving our operational processes. You will also ...