1 Opening(s)
7.0 Year(s) To 10.0 Year(s)
50.00 LPA TO 60.00 LPA
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 ...
1 Opening(s)
3.0 Year(s) To 10.0 Year(s)
9.00 LPA TO 9.00 LPA
POSITION: Relationship Manager – Retail SalesReports to (Position): Channel Head/Cluster Head/Zonal Head – Retail SalesPosition Purpose: Working with distributors across assigned channels to achieve continuous and sustainedsubscription to organization’s funds. Ensuring adequate mix of product sales to achieve set sales targets.Principal Accountabilities:Generating Businessï‚· Contribute to sustained growth in sales through initiatives targeted at ...
1 Opening(s)
5.0 Year(s) To 12.0 Year(s)
22.00 LPA TO 22.00 LPA
POSITION:
AVP - Institutional Sales
Business Unit:
Institutional Sales
Location:
New Delhi
Principal Accountabilities:
This role will do a lot of work with Family offices so we need a wealth profile here instead of institutional sales profile. Someone with banking relationships/ wealth advisory for Family offices.
You Will Be Responsible For:
Handling Family offices Clients
Liaising for wealth advisory for Family offices.
Responsible ...
10 Opening(s)
7.0 Year(s) To 10.0 Year(s)
12.00 LPA TO 12.00 LPA
Need a candidate who is from broking industry and has very good experience in Broking especially in FNO. Preferred Minimum 5 Plus years of experience in broking. Only Male Candidate, NISM – 5A & 8
JOB TITLE : ADVISORY MANAGER
AREA OF RESPONSIBILITY:
The primary responsibility of Advisory Manager is to Generate Broking Revenue, ...
1 Opening(s)
12.0 Year(s) To 18.0 Year(s)
25.00 LPA TO 25.00 LPA
JOB DESCRIPTION
Position Name: Cluster Head - Mutual Fund Retail Sales (All Channels IFA/Banking/NDs/MFD) Department: Retail Sales
Job Responsibilities:
Working with distributors across assigned channels with the objective of achieving the desired sales targets across all KRA’s. Contributing to sustained growth in sales, adhering to guidelines through initiatives which will benefit the long-term development of ...
1 Opening(s)
8.0 Year(s) To 15.0 Year(s)
23.00 LPA TO 23.00 LPA
POSITION:
Senior Manager - PMS Operations
Reports to (Position):
Vice President - PMS Operations
Education Background
Post Graduate, Graduate
Principal Accountabilities:
PMS Domestic Operation:
Fund Accounting – PMS Operations viz. Subscription, Redemption & Trade Settlement
Accounting of Corporate Action viz. Dividend, Bonus, Rights
Bank Reconciliation / Holding Reconciliation
Account opening and KYC processing
Liaising with auditors (Internal & Statutory) with respect to ...
1 Opening(s)
3.0 Year(s) To 5.0 Year(s)
12.00 LPA TO 13.00 LPA
Role Details: PMS Equity Dealer and AnalystDesignation: Manager / Sr ManagerRole type: Individual Contributor / People ManagerDepartment: PMSReporting to: SVP and Head PMSLocation: Mumbai
Your Role (summary):
Handle PMS Equity Dealing function and assisting the Portfolio Manager in Research, Analytics and support activities of PMS and Institutional Equity Advisory function.
You will be responsible ...
1 Opening(s)
2.0 Year(s) To 4.0 Year(s)
10.00 LPA TO 10.00 LPA
POSITION: Manager/Deputy Manager – PMS OperationsReports to (Position): Vice President -PMS OperationsBusiness Unit: PMS OperationsLocation: Mumbai
Education Background
Post Graduate, Graduate
Principal Accountabilities:
PMS Domestic Operation:
Fund Accounting – PMS Operations viz. Subscription, Redemption and Trade Settlement
Accounting of Corporate Action viz. Dividend, Bonus, Rights
Regulatory & compliance reporting on monthly, quarterly, and other regular frequency
Liaising with auditors (Internal & Statutory) with respect ...