Manager - Investments and Client Relations
3 weeks ago
Salary: 3-4L per annum, basis the experience and suitability of the candidate.CFPs / CFP pursuant ONLY.Company Description CAGRfunds is a wealth management company that simplifies the investing decision making process. Their solutions are customized to individual investment goals and provide easy-to-understand reports to track investments efficiently. The company's team of experts conducts in-depth research on various investment opportunities within mutual funds.Role Description This is a full-time on-site role for a Manager - Investments & Client Relations located in Mumbai at CAGRfunds. The role involves working closely with existing clients. This role does NOT involve any sales aspect.Primary responsibility would include: a) Client onboarding, preparing mutual fund suggestions for individuals and families b) Address all service requests of the clients - ensure response time to be within 24 hours. c) Review existing portfolios of clients, develop an understanding of what actions need to be taken on the portfolios d) Downloading statement of accounts, reports + enabling transactions for clients e) Analysis of financial products f) Calculation of capital gains on redemption, exit load and other such computations related to client actions g) Liaison with AMC RMs to remove bottlenecks, if any in the transaction and reporting process h) Facilitate change of bank, change of ARN code, KYC and other formalities with respect to new and existing clientsQualifications Graduate (Fresher CFPs / CFP candidates will be preferred) Experience of working with a mutual fund distributor will be a plus Knowledge of Mutual Funds and Personal Finance Bachelor's degree in Finance, Economics, Business, or related field
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Sr.Manager (Investements & Asset Management)
1 week ago
New Delhi, India Arbour Investments Full timeCompany DescriptionEstablished in 2021, Arbour Investments is India’s premier investment management firm specializing in residential and commercial real estate. With over 50 years of combined expertise from its founding members, the company has a strong foundation in market analysis, asset evaluation, and value creation. Arbour Investments is driven by a...
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Investment Banking Specialist
3 weeks ago
New Delhi, India MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED Full time#Hiring for Investment Banking - Origination & Coverage - Equity Capital Markets ( #ECM ) Min Exp - 5 yearsJob Location -#SouthMumbaiThe Analyst in Investment Banking - Origination & Coverage - Equity Capital Markets (ECM) focuses on equity financing deals, combining client relationship management with business development for equity issuances like IPOs and...
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Relationship Manager
5 days ago
New Delhi, India Tax Manager Full timeJob Title: Relationship Manager - Sales Location: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New Delhi Employment Type: Full-Time | Permanent Industry: Financial Services | Fintech Salary- 25k to 40k Key Responsibilities: Acquire and onboard new clients by understanding their tax and financial needs. Maintain strong client relationships...
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Investment Research Analyst – Economics
6 days ago
New Delhi, India JMN Investments Research Full timeCompany Description Established in 2005, JMN Investments Research provides offshore investment research services to the global financial services industry. Guided by the leadership of industry veteran S.V. (Bala) Balachander, JMN emphasizes free thinking, experiential learning, and adherence to CFA Institute's professional ethics and standards. The team,...
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Assistant Manager
1 week ago
New Delhi, India Resource And Pathway Alliance - RPA Full timeCompany Description Resource And Pathway Alliance (RPA) specializes in connecting exceptional talent with leading organizations through tailored workforce solutions. Our expertise spans permanent staffing, contract and temporary staffing, executive search, and recruitment process outsourcing (RPO). With industry-focused recruiters, an extensive talent...
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Relationship Manager
2 weeks ago
Delhi, Delhi, India Tax Manager Full time ₹ 12,00,000 - ₹ 24,00,000 per yearJob Title: Relationship Manager - SalesLocation: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New DelhiEmployment Type: Full-Time | PermanentIndustry: Financial Services | FintechSalary- 25k to 40kKey Responsibilities:Acquire and onboard new clients by understanding their tax and financial needs.Maintain strong client relationships through...
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Real Estate Sales Consultant
3 weeks ago
New Delhi, India Alt. Investments Full timeReal Estate Sales Consultant About Alt. Investments Alt. Investments is India’s leading real estate wealth management and private market investment platform, unlocking access to institutional-quality assets across commercial, residential, vacation rental, and greenfield projects. Built on precision and performance, Alt. delivers risk-mitigated returns,...
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Service Manager
3 weeks ago
New Delhi, India MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED Full timeThe Corporate : A new age, focused Asset Management and Wealth Management Platform that aims at providing clients with transparent, cost-efficient, and unbiased solutions with 650 plus employees and 12500 cr of AUMJob Locations : Delhi , Kolkata and ChennaiExperience:Hands-on experience with BSE STAR MF platform.5+ years of relevant experience in wealth...
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Investment Research Analyst – Economics
6 days ago
Delhi, India JMN Investments Research Full timeCompany DescriptionEstablished in 2005, JMN Investments Research provides offshore investment research services to the global financial services industry. Guided by the leadership of industry veteran S.V. (Bala) Balachander, JMN emphasizes free thinking, experiential learning, and adherence to CFA Institute's professional ethics and standards. The team,...
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Sr. Sales Manager
2 weeks ago
New Delhi, India Core Investments Full timeLocation:Punawale, Pune Experience:Minimum 5 years in Real Estate Sales Industry Preference:Real Estate, Wealth Management, Luxury Hospitality, Private Banking, or Premium Lifestyle ServicesAbout Us Core Investments is a real-estate development/ investment company engaged in residential projects. The company is focused on delivering quality built-spaces and...