Pms/wealth Spectrum Operations

_**Require PMS Dealer (Portfolio Management Services.) at IIFL Capital in Andheri**_ **Position**:* PMS Dealer (Up to Manager Level)*CTC: Up to 10 LPA + INCENTIVES*Location: Andheri (Hubtown). **Job Description** - Handle both Equity and MF NDPMS deals for the Fund Manager. - Utilize Wealth Spectrum and BSE STAR (MF) portals for order placement (training...

Executive - Wealth and Responsibilities:- Should have understanding regarding the transaction processing of Product of Equity, Fixed Income and Mutual Funds.- Work on timely delivery of data and manage the TAT of all given operational activities.- Knowledge of reconciliation for various asset class like Equity & Mutual of a Degree but a PG degree...

**PMS Audit**: **Location**: MumbaiQualifications : CA/MBA-Finance/CFA (US) Experience : 0-3 Years Role: **1) To evaluate PMS Performance across the industry**: **a.Preparing PMS Audit and of clients and creating tracking mechanism for the same** **b. Standardizing the review format** **c. Doing meeting with RMs and presenting the Audit for the...

Nuvama Wealth is hiring for below positions for their Digital Business-Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the clients...

Nuvama Wealth is hiring for below positions for their Digital Business-Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the clients...

Nuvama Wealth is hiring for below positions for their Digital Business- Job description Roles and Responsibilities - Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings - Manage HNI & UHNI clients through client visits, suggest financial products to...

Job Overview:As an Investment Operations Executive at Spark Private Wealth, you will be responsible for processing transactions related to equity, fixed income, and mutual funds with meticulous understanding and accuracy.Key Responsibilities:Timely delivery of data and management of operational activities Turnaround Time (TAT).Reconciliation of various asset...

Introduction At IBM, work is more than a job - it's a calling: To build. To design. To code. To consult. To think along with clients and sell. To make markets. To invent. To collaborate. Not just to do something better, but to attempt things you've never thought possible. Are you ready to lead in this new era of technology and solve some of the world's most...

**Job Title**: Operations Team Member **Location**: Mumbai, India **Company Overview**: We are establishing a family office in Mumbai dedicated to servicing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (Ultra HNI). Our mission is to provide exceptional financial services and personalized solutions to our esteemed clients. **Position...

**Company Name: The Legacy Custodians** **Job Title**: Operations Team Member**Location**: Mumbai, India **Company Overview**: We are establishing a family office in Mumbai dedicated to servicing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (Ultra HNI). Our mission is to provide exceptional financial services and personalized...

We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we grow our operations catering to domestic/NRI /retail and ultra-HNI clients, we are seeking a focused, detail-oriented and diligent fresher to join our team immediately. **Who are we?** **Cambridge...

Type: Full Time CTC: ₹10,00,000 to ₹12,00,000 Per Year Location: hyderabad (On-site), Mumbai (On-site), Bangalore (On-site) Experience: 1-5 Years Notice Period: Upto 30 Days Industry Background: Wealth management Educational Qualifications: MBA in finance, CA or CFA **Must Have** - Experienced with Mutual Funds or AMC or Mutual Funds Advisory. -...

DescriptionThis is a full-time role for a Wealth Manager at ALPHA SQUARE ACADEMY located in Navi Mumbai (CBD BELAPUR) The Wealth Manager will be responsible for providing financial planning, investment management, and insurance services to clients. The position on- site role,.As a Wealth Manager, your job is to create a gamut of investment options for your...

**Job Summary**: The Wealth Product - Sales and Distribution Manager is responsible for overseeing and enhancing the sales and distribution activities related to wealth products including but not limited to Mutual Funds, Insurance etc. This role involves developing and implementing strategies to drive sales growth, managing relationships with financial...

We are looking for a RETIRED person who is well-versed in the Wealth Management industry Job Description:1. Operational Strategy and Execution: - Develop and implement operational strategies that align with the firm's business goals. - Drive initiatives to improve efficiency, scalability, and service delivery across the organization.2. Client Service...

**Job description** **Job Summary**: The Wealth Product - Sales and Distribution Manager is responsible for overseeing and enhancing the sales and distribution activities related to wealth products including but not limited to Mutual Funds, Insurance etc. This role involves developing and implementing strategies to drive sales growth, managing relationships...

**Job Title-** PMS/ AIF - Operations **Direct Reporting**: - VP - Operations **Designation**: - Executive/Sr. Executive **Department**: - Customer Service **Location**: - Mumbai, IB **PURPOSE OF THE ROLE**: - PMS/AIF - Client Servicing & Operation **KEY ACTIVITIES** - Handling Client Documentation as per checklist to ensure Smooth Onboarding of...

We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we grow our operations catering to domestic/NRI /retail and ultra-HNI clients, we are seeking a focused, detail-oriented and experienced Operations Associate to join our team immediately. **Who are...

Qualifications: - Bachelor's / Master’s degree in Psychology or related field; additional certifications or experience in Autism Spectrum Disorder Counseling preferred. - Proficiency in Hindi, English, and languages is required. - Proven experience in counseling and excellent communication skills are essential. Key Requirements: - Ability to work from...

Description This is a full-time role for a Wealth Manager at ALPHA SQUARE ACADEMY located in Navi Mumbai (CBD BELAPUR) The Wealth Manager will be responsible for providing financial planning, investment management, and insurance services to clients. The position on- site role,. As a Wealth Manager, your job is to create a gamut of investment options for...