Financial portfolio manager

Company DescriptionAscent Financial Solutions Pvt. Ltd., founded in 2009 by Mr. Prakash Lohana, is a pioneer in financial planning and wealth management. The firm is professionally managed and registered with both SEBI and AMFI. Our mission is to transform the financial lives of our clients and bring them peace of mind by resolving financial worries. Ascent...

Role & responsibilitiesDrive personal loan disbursement targets across assigned branches, locations.Plan and execute monthly and quarterly sales strategies to achieve growth in loan volumes and revenue.Generate self-sourced and partner-led leads to ensure a healthy and diversified business pipeline.Regularly monitor application-to-disbursal conversion and...

Company DescriptionHDFC Life, one of India's leading private life insurance companies, offers a wide range of individual and group insurance solutions, catering to various customer needs such as protection, pension, savings, investment, and health. Established as a joint venture between Housing Development Finance Corporation Limited (HDFC) and abrdn plc,...

Role & responsibilitiesAs a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction.Client Acquisition...

Key ResponsibilitiesProvide personalized investment advice and financial planning solutions to HNI and UHNI clients.Design and implement goal-based financial plans considering client's risk appetite, time horizon, and financial objectives.Conduct portfolio analysis and recommend suitable investment strategies across mutual funds, insurance, and other...

Customer portfolio management and customer serviceCustomer quick response over the Phone and EmailProven sales and business development abilitiesTeam Management and Back office portfolio managementDigital Marketing Basic KnowledgeFlexi workingSales incentives

Job Title: Chief Financial Officer (CFO)Location:Gujarat, India (Headquarters with Global Presence)Reporting To:Board of Directors / ChairmanWorks Closely With:CEO & Executive Leadership TeamRole PurposeThe Chief Financial Officer will lead the financial strategy, governance, and long-term investment planning to support the organization's transformation into...

Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers.Would establish ties with HNI UHNI clinets by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice.The Cluster Manager will be responsible for handling team thereby helping and...

We are looking for an experienced Accounts Manager to join our dynamic team at Infinity Associates. In this role, you will manage and execute key financial tasks for a diverse portfolio of clients. The ideal candidate will be a meticulous professional with expertise in accounting, indirect and direct taxation, auditing, and regulatory compliance.Key...

**Salary: ₹360,000 + Incentive + Other PerquisitesCompany Description**PrimeIdea Ventures, established in 2008, specializes in transforming how individuals invest in mutual funds and stocks. With a focus on innovation, the company leverages the power of AI, algorithms, and machine learning to analyze and select top-performing stocks for users, aiding them...