Handling Portfolios of UHNI/ HNI Clients Manage the portfolios Handle terminal for order punching Cross Selling of Investment productsJob ClassificationIndustry: Financial Services (Broking)Functional Area: Financial Services...

The ideal candidate should be an accomplished investor with deal execution experience who is interested in helping solve some of the world s most complex problems through investing in companies that deliver positive environ...

>Coordinating with clients for their daily trades in equity/FNO>Help Clients to Execute trade online and place orders on behalf of customers.>Advising clients of research and information regarding the market conditio...

-Designation - Asst. Manager / Manager/ Senior Manager (Wealth Management) As a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building ...

Advise to the customer regarding equity market handling terminal for order punchingselling Investment productsJob ClassificationIndustry: Financial Services (Broking)Functional Area: Financial Services (Broking)Role Category:...

We are seeking a motivated and experienced Operations and Client Servicing Manager who is fluent in Hindi and English to join our team at Stoic Investment Managers. Stoic Investment Managers is a boutique non-hierarchical sta...

Institutional Sales Manager | Mutual Fund - ChennaiExperience-3-5yearsRelationship Managed: Institutions (SME/MSME/LARGE)Sector: Banking/NBFC/Wealth Management's/AMCNote: Banking & NBFC - Candidate should be Handling whol...

Responsible for activation of trading account of clients.Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs etc to the existing set of customersHelp customers to Execute trade online and place...

Location's Available - Khar, Vile Parle, Malad, Andheri, ChurchgatePlease find below JD:Responsible for activation of trading account of clients.Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, ...

Key responsibilities1. Taking end-to-end responsibility of on boarding clients to our tech platform2. Checking and verifying KYCs & bank account details and processing offlinedocumentation as per the regulatory norms3. W...

We are looking for Banking Partner/Sr Banking Partner - Pioneer Banking .Location: Pune ( All Branches )Roles and Responsibilities Detailed Job Responsibilities Generate new business to achieve defined sales targetsBuild and ...

Role & responsibilities:Experience in Pricing of Portfolios & NAV calculation, experience in impact analysis. Should be well versed with reasonability checks of impacts due to Mark to Market (currencies & in...

head relationship manager For Leading Bankhead relationship manager For Leading Bank Responsibilities managing team of 8 to 10rm: Include, but not limited to; Other Duties may be assigned : - Adhering to all Bank polici...

Role & responsibilities 1) CriticalResponsible for achieving Brokerage. Creation of Baskets for Blocks, monitoring limits and RMS. Knowledge of Algos, Participating In UAT and Mock Session. Executing Trader OrdersKnowledg...

We are seeking an experienced and knowledgeable Stock Market Trading Mentor to join our team and contribute to our online stock market courses. As a mentor, you will play a pivotal role in shaping the skills and understanding...

To execute trades for the clients, keeping them informed About rates, Research Information and Market Outlook, Order and transaction Details and Confirmations, common intra-day Trading Calls, and investing Ideas. New client a...

Responsible for calling the database assigned for client Activations/Account OpeningResponsible for cross-selling, upsellingTo keep abreast with market knowledge and market intelligence.Responsible for Renewal of Subscription...

Role & responsibilities Acquisition of high-net-worth customers in the mapped geography.To know & offer various banking products to both individuals and institutional set of customers.To be the subject matter expert r...

Roles and Responsibilities SUMMARY: - The Preferred RM Head is the ultimate face of Wealth Management vertical, as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring Hig...

Contact: 9137979132Mail: putluri.saritha@motilaloswal.comBelow is the JD for FOCO advisory TL.KEY RESPONSIBILITIES1. Handling Team of 15+ FOCO Advisors & Driving Revenue from clients mapped to them on Equity, Derivatives,...

As an Equity Research Associate at Wealthbridge, you will play a crucial role in supporting our research efforts and providing valuable insights to our clients. Working closely with senior analysts and founders, you will be r...

Roles and ResponsibilitiesResponsibility of Wealth Management Advisory.Selling products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, FDs, Structured products etc.Provide customized solutions to the clients by evaluatin...

Roles and Responsibilities # Managing the team of Branch Managers and their down line team.# Working as profit center head for the region and take responsibility for overall growth across all channels like Retail (Equity/Comm...

Channel Name: C&C corporateHandling & Advising HNI & Corporate Clients on Commodity, Currency & Equity MarketsIndividually handling clients with the book size of 25 lacs & aboveCreation of revenue through ...

Roles and Responsibilities Job PurposeThe Wealth Manager shall be responsible for Research/Analysis and recommending enhancements to further develop and maintain an effective wealth management strategy. This position is respo...

Fixed Income Research analyst for the securities across the spectrum including Investment Grade, High-Yield, Municipal and distress debt.Detailed debt structure, maturity schedule and liquidity analysisRequired Candidate prof...

1. Part time Job - Work from home.2. Direct to customer Mutual Funds & SIP and Investment products sales.3. Onboard clients digitally on app.4. Payment based on total AUM maintained with us.5. Payout of approx Rs. 42,000 ...

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with a...