
Senior Financial Asset Manager
6 days ago
This role is a business opportunity for an investment professional to expand asset gathering and enhance client engagement, ultimately increasing wallet share.
Key Responsibilities- Gather assets for a wide range of financial products, including mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance, and other offerings as introduced.
- Meet or exceed Net Equalized Assets collected (LS) targets for the assigned client base.
- Develop and grow an incremental SIP Book.
- Achieve New Business Development objectives by acquiring new clients and reactivating existing ones.
- Regularly engage with all clients through physical and virtual meetings.
- Enhance Asset Under Management (AUM), SIP Flow, and Revenue from the assigned book by connecting with mapped Asset clients of the branch.
- A degree in any field with fundamental knowledge of financial markets across various product lines.
- At least 2 years of experience in selling financial services and products.
- NISM VA certification for Mutual Funds is preferred.
- NISM XXI A certification for PMS is preferred.
- Insurance Corporate Agency License (SP Certificate) for Insurance is preferred.
- NISM XIII A certification for SIF is preferred.
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Investment Portfolio Advisor
3 weeks ago
Ludhiana, Ambala, Amritsar, India Avani Consulting Full timeJob DescriptionThis role is for an Investment Portfolio Advisor with the primary objective of asset gathering and increasing client penetration and wallet share. The ideal candidate will have a strong understanding of financial markets and a proven track record in selling financial products.Direct Responsibilities- Gather assets for a wide range of...
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Strategic Financial Operations Manager
3 days ago
Amritsar, Punjab, India beBeeFinancial Full timeDynamic Accounts & Admin ManagerJob Description:We seek a seasoned Accounts Cum Admin Manager who can handle multifaceted responsibilities with ease. This is an excellent opportunity for someone who thrives on independence and delivers results efficiently.Key Responsibilities:Manage day-to-day accounting operations, ensuring compliance with financial...
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Senior Relationship Manager
2 weeks ago
Ludhiana, Punjab, India JM Financial Asset Management Ltd Full timeAbout the RoleWe are looking to add Relationship Manager in our retail sales team at Mumbai location. Someone with an experience range of 8-10 years in the mutual fund/AMC industry is preferable.Responsibilities- Handling Regional Distributors in assigned region.- Build and Nurture relationships with IFA Channel.- Driving the distributors to sell products.-...
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Chief Wealth Strategist
3 days ago
Ambala, Ludhiana, Amritsar, India beBeeInvestmentPortfolio Full time US$ 60,000 - US$ 1,20,000As a key player in our financial institution, this Investment Portfolio Advisor role is instrumental in driving asset growth and expanding client base. The primary objective of this position is to strategically gather assets for a wide range of investment products and increase penetration within the existing client book.Key ResponsibilitiesDevelop and...
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Senior Manager
3 weeks ago
Amritsar, Punjab, India FINVASIA Full timeRole Overview The Senior Manager Sales will be responsible for leading the sales function, optimizing processes, and driving revenue growth at Finvasia. This individual must have a strong background in the Banking sector, a proven track record in managing teams, and a demonstrated ability to develop and execute effective sales strategies. The ideal...
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Ludhiana, Punjab, India beBeeAccountant Full time ₹ 20,00,000 - ₹ 25,00,000Job Description:Senior Finance and Accounts Manager Job OpportunityThis is a key role within the organization, responsible for leading the Finance and Accounts department. The successful candidate will be required to prepare financial statements in compliance with Indian accounting standards, manage GST and statutory compliances, coordinate with external...
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Amritsar, Punjab, India ROUNDGLASS Full timeWho we are: At Roundglass, our primary goal is to make a positive impact on people's lives worldwide. We are constantly seeking individuals who share our passion for meaningful work and are driven by a sense of purpose. If you care about making a difference and want to be part of a team that values impactful work, we invite you to join us. We have...
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Financial Accountant
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1 week ago
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Chief Financial Officer
1 week ago
Ludhiana, Punjab, India People Equation Full timeRole: Chief Financial Officer (CFO) Location: Punjab, India Hospital Type: Multi-Specialty, 220 Beds Reporting To: Managing Director / COO Supervises: Finance & Accounts Team, Billing, Procurement, Commercials, Internal Audit Qualifications & Experience Qualified Chartered Accountant (CA) or MBA (Finance) from a reputed institute 15+ years of...