1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
Not Disclosed by Recruiter
Required Qualification
MBA (Finance/Marketing)
M.Com, B.Com, BBA or such other commerce graduate with strong and relevant experience in the subject matter
Required Experience
Not less than 2–5 years
Location: Ahmedabad
Required Minimum Computer Skills
Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
Beneficial Computer Skills
MF Utility Software, Investwell Software or such other MF CRM Software and back office management ...
2 Opening(s)
3.0 Year(s) To 6.0 Year(s)
9.00 LPA TO 12.00 LPA
Relationship Manager for PMS and AIF sales in the B2B segment (IFAs, and wealthmanagement firms).Budget – 10-12 LacsLocation – Mumbai & AhmedabadVacancy – 2 post (one for each location)Key Roles & Responsibilities• Partner Acquisition & Empanelment: Identify, prospect, and onboard new B2B Mutual Fund Distributors (MFDs), Independent Financial Advisors (IFAs)• ...
1 Opening(s)
15.0 Year(s) To 20.0 Year(s)
30.00 LPA TO 35.00 LPA
Job description for AVP-Revenue Manager
About
dynamic and innovative platform transforming the future of trading!
Backed by the seasoned veteran of the industry, company group, we are at the
forefront of transforming the stock market with cutting-edge technology and
customer-centric solutions. you'll find a vibrant and healthy work culture,
growth opportunities, and the chance to make ...
1 Opening(s)
3.0 Year(s) To 8.0 Year(s)
10.00 LPA TO 10.00 LPA
Relationship Manager – Retail SalesPosition Purpose: Working with distributors across assigned channels 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 ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
15.00 LPA TO 18.00 LPA
Position Name Manager– ProductsReports to(Position): VP – ProductsLocation: Mumbai Date:PositionPurpose:
Support the development, launch, and lifecycle management of passiveinvestment products including ETFs, index funds, and factor strategies.The role will focus on execution, analytics, and cross-functionalcoordination to build a scalable passive product platform.
Principal Accountabilities:
1. Product Development & Launch Execution Support end-to-end launch of ...
1 Opening(s)
2.0 Year(s) To 7.0 Year(s)
11.00 LPA TO 22.00 LPA
The Acquisition Manager is responsible for acquiring High Net Worth Individual (HNI) and Ultra High Net Worth Individual (UHNI) clients for wealth management services. The role involves client acquisition, relationship building, investment advisory coordination, and revenue generation through financial products such as Mutual Funds, PMS, AIFs, Bonds, Insurance etc. Key ...
4 Opening(s)
8.0 Year(s) To 12.0 Year(s)
40.00 LPA TO 50.00 LPA
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 & ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
15.00 LPA TO 20.00 LPA
Job Purpose: Prepare credit proposals to support credit committee decisions regarding the client’s portfolio quality, overall capital adequacy, liquidity, management quality, credit rating etc. of the proposed financing.
Roles & Responsibilities:
Performing credit appraisal of NBFC & NBFC-MFI clients through analyzing factors such as AUM growth, Portfolio quality & performance, Portfolio growth, Management quality, CAR, balance sheet analysis etc.
Preparation of credit proposals combining financials analysis with sectorial information to support credit committee decisions regarding the client’s portfolio quality, ...
1 Opening(s)
2.0 Year(s) To 6.0 Year(s)
6.00 LPA TO 7.00 LPA
POSITION :BUSINESS MANAGER-WEALTH
OVERVIEW
We are seeking an experienced and client-focused Business Manager into wealth wing to join our growing team. As a Business Manager, you will be responsible for building strong relationships with high-net-worth individuals (HNIs) and affluent clients, understanding their financial goals, and offering customized investment solutions. This role demands ...
3 Opening(s)
1.0 Year(s) To 8.0 Year(s)
2.00 LPA TO 5.00 LPA
Servicing franchisee & existing PMS clients.
Build a good rapport with them by providing market information & current portfolio status.
Cross selling of Equity, Mutual Fund & PMS products.
Having strong analytical & communication skills.
Ability to learn and be updated in line with the capital markets & current affairs.
Achieving desired sales targets.
Daily update ...