Client Investment Manager

Role DescriptionThis is a full-time on-site role for a Client Relationship Manager located in Chennai (OMR-Karapakkam). The Client Relationship Manager will be responsible for maintaining and strengthening relationships with clients, understanding their financial goals, providing tailored financial advice, and assisting with investment and financial...

Job DescriptionWe are seeking a dynamic and results-driven Investment Professional to manage and grow partnerships with clients, partners, and networks. The role involves trading on behalf of customers, providing investment recommendations, and ensuring optimal portfolio performance.The ideal candidate will have experience in the broking industry, with a...

Investment CounsellorLocation: MumbaiDepartment: Wealth Management / Financial ServicesReports To: Head-Asset AllocationPosition Overview:The Investment Counsellor plays a crucial role in providing personalized investment aand financial planning services to clients. This position involves assessing clients' financial needs, developing tailored investment...

Investment Promotion Manager Job OpportunityWe are seeking highly skilled professionals to fill the role of Investment Promotion Manager.Develop and implement strategies to attract domestic and foreign investments across key sectors.Foster strong relationships with investors, industry stakeholders, and government agencies.Collaborate with state/central...

Job DescriptionThis is an exciting opportunity to take on a leadership role and contribute to the success of our wealth management team. The ideal candidate will have extensive experience in investment sales and be able to provide strategic guidance to colleagues and clients.Responsibilities include:Reviewing client meeting notes and approving or validating...

Responsibilities:* Manage HNIs & NRI clients' portfolios* Provide financial advice & wealth management solutions* Develop investment strategies for high net worth individuals

About the RoleWe are seeking an accomplished financial professional with expertise in managing large-scale projects, conducting financial feasibility studies and valuations, and developing strategic investment plans.Key Responsibilities:Conduct comprehensive financial analysis, discounted cash flow projections, and valuation assessments for infrastructure...

We are seeking a seasoned professional to manage client relationships and deliver exceptional banking and investment services.About the RoleThe ideal candidate will have a minimum of 2 years of experience in NRI banking, wealth management or financial services. A bachelor's degree is required, along with strong knowledge of financial products relevant to NRI...

Job OverviewWe are seeking a skilled and experienced investment manager to lead our equity fund. As an Equity Fund Manager, you will be responsible for developing and implementing effective investment strategies to drive fund performance.You will manage and monitor investment risk to safeguard client investments, providing regular updates on fund performance...

Head of Premier Client Group DeskWe are seeking an experienced and dynamic professional to join our team as the Head of Premier Client Group (PCG) Desk. The ideal candidate will have a thorough understanding of financial products, including PMS, AIFs, bonds, and mutual funds.The successful candidate will be responsible for acquiring, managing, and servicing...