120 Job openings found

Role Purpose:The Head Institutional Sales will be responsible for driving institutional AUM growth, managing key corporate and institutional relationships, and expanding the companys footprint across corporates, banks, insurance companies, pension funds, trusts, and large treasuries.This is a strategic leadership role with direct ownership of revenue, client acquisition, retention, and team ...

The Regional Head – PCG will be responsible for leading and managing the Private Client Group business across Gujarat, with a primary focus on servicing and growing relationships with High Net Worth Individual (HNI) clients.This is a strategic leadership role with a “non-playing captain” approach, where the incumbent will drive ...

  Trade Execution: Placing equity and derivative orders on behalf of clients. Providing end-to-end advisory services with a focus on AUM product penetration. Cross selling of third-party investment products (Insurance, MF, PMS, SIP’s, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services  Manage existing clients and improve brokerage/AUM Achieve assigned monthly revenue and acquisition targets              

Company is based out of Kolkata, is a leading Stock Broking and Wealth Management firm offering full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India. Role Overview We ...

Job Overview We are seeking a highly skilled Wealth Manager with experience in managing Ultra-HNI portfolios and exposure to handling ₹500 crore+ Assets Under Management (AUM). The role involves delivering bespoke investment strategies, maintaining strong client relationships, and ensuring long-term wealth creation for high-value clients. Key Responsibilities Manage and grow relationships with Ultra-HNI ...

Role Details: Designation: VP Digital Sales LeadRole type: People ManagerDepartment: DigitalReporting to: Director AND Head- DigitalLocation: Mumbai HO Your Role (summary): Lead Digital Sales and Business Development This role will be responsible for 1. Focus on Digital Sales growth in the form of new SIP, New Customer Acquisition, AUM and related KPIs2. Drive all the ...

Business: Retail Banking Function/ Department: Retail Liabilities Place of work: Pan India Job Purpose: This is a leadership role where 8-12 Private Banking RM's are mapped to them and this person is expected to help these RM's meet their AUM, TRV and Revenue Goals by mentoring, coaching, doing joint client meetings. They are also ...

Job Title: MIS Executive – Insurance & Mutual Funds (SQL & Advanced Excel)Department: MIS / Operations / Business IntelligenceIndustry: Insurance & Mutual FundsLocation: Sector 142, NOIDAExperience: 2–5 yearsEmployment Type: Full-Time______________Job Summary:We are looking for an experienced MIS Executive with strong skills in SQL and Advanced Excel to manage, automate, and ...

Job Description – Area Head, HL/LAP Position: Area Head – Home Loans & Loan Against Property (HL/LAP)Department: Retail AssetsLocation: Mumbai,ThaneReporting To: Regional Head / Zonal HeadExperience: 8–15 years in Retail Assets, preferably HL/LAP Role Purpose To drive business growth, profitability, portfolio quality, and customer acquisition for the Home Loan and Loan Against Property business ...

We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth Manager and RM partnership even stronger Roles and Responsibilities: Managing and acquiring partners to generate ...