Investment Management

About The Role   JOB DESCRIPTION  ROLE :Investment Specialist Branch Banking - Sales  GradeM1  Associate Vice President (M5) / Deputy Vice President (M6) FUNCTION Branch Banking-Sales SEGMENT CONSUMER BANK LOCATION : JOB  DESCRIPTION  Job Role"¢ Manage financial planning of HNI clients, identify their needs and provide them with suitable...

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms.2) Achievement of assigned Clusters Revenue Targets , Managed Equity Brokerage and Cross Selling Targets of Investment viz Mutual Funds, PMS, AIF, Loan products, Corporate FDs.3)...

Job Title:Senior Investment Liaison – HNWI & Private Capital RelationsIndustry:Real EstateEmployment Type:Full-TimeAbout the Role:We are seeking a well-connected and relationship-drivenSenior Investment Liaisonto support our capital raising efforts for real estate ventures. This role is ideal for someone with direct contact tohigh-net-worth individuals...

Roles & Responsibilities:Developing & Acquisition of new client base - Retail / HNI segment.Knowledge of (CRM) software.Achieve revenue targets & acquisition.Revenue generation in terms of Brokerage.Manage and execute stock trades on behalf of clients.Ensure Compliance with financial regulation and company policies.Strong understanding of financial markets...

Company DescriptionAt KV Wealth- Invest & Insure, our mission is to provide clients with comprehensive, competent, and customized solutions in wealth creation , Wealth Protection and Wealth Transfer . We offer simple, unbiased, and professional Guidance to enhance our clients' quality of life and provide actionable solutions. Our team is dedicated to being a...

Identify, meet the potential leads who want to be an entrepreneur and explain to them about the business opportunities and convince them to start the Financial Products Distribution business and become a Financial Products Distributor / Partner.Providing financial products training to Distributors for Business Development.Plan activities and strategies for...

Company DescriptionInCred Premier is dedicated to helping affluent customers across India achieve financial freedom. We offer a range of financial products and services designed to grow and protect wealth, with a personalized approach to each individual's financial goals. Our offerings include Market Linked Debentures (MLDs), Mutual Funds (MF), Portfolio...

Company DescriptionArham Wealth Management Pvt. Ltd. is a full-service financial firm based in Surat, offering a wide array of investment services tailored for traders, investors, and families seeking long-term financial security. Our services include equity trading, commodities & currency trading, IPO investment support, mutual funds & SIPs, insurance...

Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references.2) Building and maintaining relationships with...

Position - Relationship Managers - Acquisition - Demat cum Trading Accounts , Equity Broking1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining...