Relationship Manager/Portfolio Manager

Position - Portfolio Relationship Manager - WC-Salaried PL And Working Capital-Sales Department - WCG PortfolioReporting Relationship - Will report to TBM/ABM/RBMPosition Grade - M2/M3/M4Job RoleTo understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyers credit,...

Job Title: Senior NRI Wealth Relationship Manager Location: Mumbai Experience: 5 years + in BFSI/HNI/NRI investments Salary Range: INR 12,00,000 p.a. to INR 18,00,000 p.a. Are you passionate about building deep, meaningful relationships with high-value clients across the globe? Do you have a flair for financial consulting and a desire to travel...

Roles and ResponsibilitiesThe Relationship Manager/Senior Relationship Manager is responsible for understanding customer requirements, meeting service metrics guidelines, retaining customers, converting prospects into Sales and assisting them in finding suitable partners.Inhouse Sales & Service portfolioUnderstanding the customer requirement...

Excellent job opportunity with our client for Pre-IPO & Wealth Management role at their corporate office in Mumbai, Andheri-East (near railway station) for professional with minimum 4 years of work experience in this field.Role: Client Relations - Pre-IPO & Wealth ManagementDescription:Understanding Financial Markets: Gain in-depth knowledge of Pre-IPO,...

Domestic Wealth ManagementJoining Date: Immediate or with in 1 monthGender: Male CandidateContact Details: About Company : Mudra Portfolio Managers is a registered financial services distribution company headquartered in Mumbai, offering comprehensive financial solutions and transaction expertise covering portfolio advisory services, wealth management, loans...

Qualification: MBA (Finance), CA, CFA, or equivalent professional qualifications. Experience: 6–8 years of experience in equity research/advisory with exposure to HNI/UHNI client management. Prior leadership experience in PCG/Wealth Management/Direct Equity Advisory is strongly preferred. Roles & Responsibilities: Equity Research & Advisory Lead the Direct...

Qualification: MBA (Finance), CA, CFA, or equivalent professional qualifications. Experience: 6–8 years of experience in equity research/advisory with exposure to HNI/UHNI client management. Prior leadership experience in PCG/Wealth Management/Direct Equity Advisory is strongly preferred. Roles & Responsibilities: Equity Research & Advisory Lead the Direct...

Qualification: MBA (Finance), CA, CFA, or equivalent professional qualifications. Experience: 6–8 years of experience in equity research/advisory with exposure to HNI/UHNI client management. Prior leadership experience in PCG/Wealth Management/Direct Equity Advisory is strongly preferred. Roles & Responsibilities: Equity Research & Advisory Lead the Direct...

Qualification:MBA (Finance), CA, CFA, or equivalent professional qualifications.Experience:6–8 years of experience in equity research/advisory with exposure to HNI/UHNI client management.Prior leadership experience in PCG/Wealth Management/Direct Equity Advisory is strongly preferred.Roles & Responsibilities:Equity Research & Advisory- Lead the Direct...

Qualification: MBA (Finance), CA, CFA, or equivalent professional qualifications.Experience: 6–8 years of experience in equity research/advisory with exposure to HNI/UHNI client management.Prior leadership experience in PCG/Wealth Management/Direct Equity Advisory is strongly preferred.Roles & Responsibilities: Equity Research & AdvisoryLead the Direct...