Wealth Manager

About the internship:Selected intern's day-to-day responsibilities include: 1. Support the RM in business development.2. Working on financial planning, portfolio strategy, documentation, and reporting. > Only those candidates can apply who: 1. are available for full time (in-office) internship 2. can start the internship between 13th May'24 and 4th...

Job Purpose: You will be responsible for meeting the investment needs of clients by offering researchbased advice in Mutual Funds (MF), Insurance, Portfolio Management Services (PMS), and Structured Products. The role involves actively managing client relationships through personalised visits, recommending suitable financial products, achieving business...

Hiring a Marketing Lead, Director for Asset and Wealth Management in Mumbai.Job Responsibilities:Team Leadership and Management: Build and lead a high-performing marketing team.Provide guidance, mentorship, and professional development opportunities to team members. Foster a collaborative and innovative culture within the marketing organization.- Focus on...

Private wealth ManagerJob Description:We are actively hiring Relationship Manager (Sales) in these locations - Mumbai/West Region. We are open for RMs at various experience levels, internal designation will vary between Senior Manager to Vice President, depending on experience, CTC parity and other factors. The role holder will be responsible for acquiring...

JOB DETAILSManage client relationships by providing advice and information on investmentsDeliver timely service and resolve client queries satisfactorilyAbly assisting in decision-making of client's investment portfolios and asset allocationsGrow existing client relationships by nurturing and educating themManage new client relationships by building right...

National Manager - Sales ABOUT ASTAGURU)AstaGuru operates as an online auction platform, allowing bidders and collectors from around the world to participate in their auctions via the internet. This digital approach has made it more accessible to a global audience.The organization conducts auctions across various categories, including but not limited to:Fine...

Product Manager - WealthJob Description:Manager - Wealth, ProductsExperience (6+ Years)Location - MumbaiThe Product Team is responsible for deliberating and helping the firm develop. investment, Product & Economic strategy catering and focused on High Net WorthIndividual clients as well as Corporate Treasuries across all investable assets.Key...

Designation Functional BA Job Description 1. Good 5-10 years experience, specifically in the Indian capital marketsFront to Back Knowledge on Trade life cycles on Equities Asset classes in the Indian MarketsFront to Back Trade life cycles on Mutual Funds, with knowledge on RTAs and BSE MF/NSE MF platform for mutual fundsKnowledge on the other Fixed income...

Role : Technical Product ManagerLocation : MumbaiExperience: 3 to 12 yearsCompany overview :Our client is a SEBI-registered financial service provider offering stock trading, commodity trading, currency derivatives trading, mutual funds, Demat accounts, insurance broking, and wealth management, all at great value. It is also a category merchant banker and...

Generate revenue/ achieving the targets for the company by acquiring new clients through references and other sources.Maintaining client relationships and generate AUM from preferred clients.Know market sentiment via research, valuation and data analysis.Monitor BSE/NSE and other international market performance.Provide key clients daily information related...

Designation : ND Department Mutual Fund.Job Location : Mumbai.Exp: 5 to 10 years. Good Communication need , Mutual Fund experience should have and looking for candidate who in to BFSI segment in Mutual Fund experience.Responsibilities: Responsible for all Sales & distribution for the assigned set of distributors. Responsible for advising the distributors the...

SALARY: 4 lakhsLOCATION:Navi MumbaiVACANCIES: 1QUALIFICATION:Any GraduateMALE/FEMALE:Male/ FemaleEXPERIENCE: 2 to 5 yearsJOB DETAILSGenerate new business to achieve defined sales targetsBuild and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.Provide professional customer service to achieve a high...

Product Manager 2 Mumbai /Technology Product /Full-time/ On-siteAbout the companyUpstox is one of India's leading Fin-Tech companies with a mission to simplify trading & investing to make it easily accessible to the masses. We aim to enable everyone, from new investors to seasoned traders, to invest across multiple categories with our state-of-the-art trade...

About the internship:Selected intern's day-to-day responsibilities include: 1. Posting latest news on social media handles and doing market analysis2. Write content on personal finance and equity markets > Only those candidates can apply who: 1. are available for full time (in-office) internship 2. can start the internship between 24th Apr'24 and 29th...

In-depth understanding of financial software solutions and technology trends in banking. Strong demonstrable leadership qualities to manage large teams. Thorough understanding of banking business processes. Ability to decipher guidelines in the regulatory framework. Strong negotiation and communication skills. Firm decision making ability in highstress...

About the internship:Selected intern's day-to-day responsibilities include: This role is for a dynamic person who could think about how 'Sale' is actually done. You would have to strategize, plan, execute and document the process of ideal 'Sales'.a. Lead Generation:1. Conduct cold calls to potential clients to introduce our wealth management services and set...

About the internship:About us:Pi - India s 1st SuperMoney App, is an AI-native Fintech startup building ML platforms for financial advisory and wealth management. Founded by a former Investment Banker (IIT/IIM/ CFA ) with over a decade of experience.Your day-to-day responsibilities include: 1. Familiarity with React JS and JavaScript/TypeScript.2....

About the internship:Selected intern's day-to-day responsibilities include: 1. Work on finance2. Handle books and accounts of the company3. Work on accounting and compliance management4. Work on taxation > Only those candidates can apply who: 1. are available for full time (in-office) internship 2. can start the internship between 30th Apr'24 and 4th...

About the internship:We are a leading financial services provider that mainly emphasizes tailor-made solutions in the areas of unlisted/pre-IPO shares, wealth management, insurance planning, and mutual funds. As a part of the Ekvity team, the analyst will play a critical role in all aspects of our small firm. This role will support the efforts of the larger...

About the internship:We are a leading financial services provider that mainly emphasizes tailor-made solutions in the areas of unlisted/pre-IPO shares, wealth management, insurance planning, and mutual funds. As a part of the Ekvity team, the analyst will play a critical role in all aspects of our small firm. This role will support the efforts of the larger...