14 Job openings found

Playing Captain / Team Leader   Main Responsibility Manage 3–8 RMs Drive team revenue Acquire large clients Mentor RMs Monitor pipeline and conversions Team Target Example Team AUM: ₹200 Cr – ₹500 Cr Team Revenue: ₹3 Cr – ₹8 Cr Join one of India's fastest growing wealth management platforms What We Offer: * Entrepreneurial freedom to structure bespoke wealth solutions for HNI & ...

AUM 100crQualification: Grad/Post Grad anyIndustry: Wealth/BrokingExp: Min 7 years 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, building and maintaining client relationships, ...

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: 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 ...

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, ...

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 providing data as per requirement Client & distributor query resolution Distributor commission ...

 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 ...

 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 ...

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 ...