63 Job openings found

POSITION: Manager – Business DevelopmentReports to (Position): SVP & Head – Business Development Position Purpose: Managing key relationships across NDs, and Banks. Managing product recommendations and tie-ups. Principal Accountabilities:  Manage key central relationships across banking & national distribution counters. Responsible for carrying and driving sales targets for the mapped relationships by coordinating with internal/ external ...

POSITION: Manager / Sr. Manger – Business DevelopmentReports to (Position): SVP & Head – Business Development Position Purpose: Managing key relationships across NDs, and Banks. Managing product recommendations and tie-ups. Principal Accountabilities:  Manage key central relationships across banking & national distribution counters. Responsible for carrying and driving sales targets for the mapped relationships by coordinating ...

POSITION: Relationship Manager – Sales   Position Purpose: Working with  Channel across assigned areas with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets. Principal Accountabilities: Generating Business Contribute to sustained growth in sales through initiatives targeted at long term development of ...

 The Private Client Group (PCG) caters to high-net-worth and ultra-high-net-worth individuals, and an RM in this division is responsible for managing these client relationships. The role involves providing financial and wealth management services to an exclusive clientele.  Job description Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships ...

Looking for all 4 Metros cities (Mumbai, Delhi, Chennai, Kolkata), Ahmedabad, Chandigarh, Pune, Hyderabd Job Description As a Wealth Manager at InCred Wealth, your role will involve creating and managing investment strategies for clients, conducting financial planning, and providing investment management services. You will be responsible for portfolio monitoring, offering investment advice, ...

Job Description (Wealth Sales): INDIVIDUAL ROLE- 250 CR AUM only investment (MF/ PMS / AIF) Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients. Understand clients’ financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions. Conduct regular portfolio reviews and recommend adjustments based on market conditions ...

Job Description (Wealth Sales): INDIVIDUAL ROLE- 250 to 400 CR AUM only investment (MF/ PMS / AIF) Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients. Understand clients’ financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions. Conduct regular portfolio reviews and recommend adjustments based on ...

POSITION: Manager/Deputy Manager – Distributor Operations  Reports to (Position): VP – Operations Position Purpose: To support the Brokerage/Distributor operations services activity of the India Mutual Fund business. Principal Accountabilities: Executing the Distributor operations activities for the Mutual Fund Knowledge of SEBI/AMFI regulations/guidelines Ensure proper implementation of the brokerage structure in line with the regulations Ensure brokerage structures are provided to ...

POSITION: Manager/Senior ManagerReports to (Position): EVP-Investment Operations (Dotted reporting to VP Investment Operations)Business Unit: Investment Service FTE:Location: Mumbai Date: July 2024Education Background Chartered Accountant (With minimum 2- or 4-years’ experience) Principal Accountabilities: Scheme accounting review and all MIS related to scheme. Strong Trail balance control regular Trail balance review Scheme financials -Half yearly, Annual and Abridged Strong control over ...

POSITION: Deputy Manager/ManagerReports to (Position): Executive Vice President -Investment OperationsBusiness Unit: Investment Service FTE:Location: Mumbai Date: August 4th,2025Education Background Chartered Accountant, MBA, M Com or B com with relevant experience Principal Accountabilities: Trade Operations:  Settlement of all trades in Equity, Gold ,SLR , Non SLR Securities and Money Market (Call, CBLO, Repo, LAF etc) Monitor the trade ...