8 Opening(s)
2.0 Year(s) To 12.0 Year(s)
10.00 LPA TO 25.00 LPA
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business targets.
Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...
- Hni Acquisition
- Portfolio Management
- Fd
- Mutual Fund
- Wealth Management
- B2c Sales
- Hni Client Handling
- Investment Advisory
- Relationship Management
- Financial Planning
- Mutual Funds
- Pms
- Aif
- Bonds
- Insurance Sales
- Equity Products
- Cross Selling
- Client Acquisition
- Revenue Generation
- Client Servicing
- Financial Products
- Investment Products
- Casa
- Banking Sales
- Broking Sales
- Lead Generation
- Customer Relationship Management
- Uhni Clients
- Business Development
- Sip
- Asset Allocation
- Market Analysis
- Client Retention
- Target Achievement
- Financial Advisory
- Capital Markets
- Wealth Solutions
- Portfolio Advisory
- Wealth Manager
1 Opening(s)
10.0 Year(s) To 18.0 Year(s)
30.00 LPA TO 35.00 LPA
Some of the key responsibilities of this role are:- Provide high quality, professional day-to-day supervision of execution of internal audit engagements and other advisory projects in accordance with the firm’s methodologies and risk management practices.- Drive new business opportunities through external and internal networks and actively build business networks through ...
1 Opening(s)
25.0 Year(s) To 35.0 Year(s)
5.00 LPA TO 10.00 LPA
Position: Financial Advisor
Location: Ahmedabad
Experience: 25+ Years
Industries: Infrastructure
Responsibilities:
Provide expert financial advisory services to management and clients.
Review and analyze financial statements, MIS reports, and financial performance.
Advise on budgeting, cash flow management, and financial planning.
Guide on taxation, GST, Income Tax, and statutory compliance matters.
Support business expansion, investment decisions, ...
1 Opening(s)
10.0 Year(s) To 15.0 Year(s)
12.00 LPA TO 15.00 LPA
We are seeking a highly experienced Chartered Accountant with a strong background in accounting, financial management, and banking operations. The ideal candidate will oversee complex financial processes, ensure compliance with regulatory frameworks, and provide strategic financial insights to support business growth.
Key Responsibilities:
Financial Accounting & Reporting:
Prepare, review, and analyze financial statements ...
1 Opening(s)
4.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 7.80 LPA
Oversee the duties of the accounting team & implement accounting systems and processes.
Prepare and analyse financial statements, including balance sheets, income statements, and cash flow statements.
Conduct internal and external audits to ensure compliance with financial regulations and standards. Also, should place audit systems for other manufacturing departments as well.
Ensure compliance ...
5 Opening(s)
5.0 Year(s) To 13.0 Year(s)
5.00 LPA TO 18.00 LPA
The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) ...
- Wealth Management
- Hni Clients
- Affluent Banking
- Portfolio Management
- Aum Growth
- Financial Advisory
- Mutual Funds
- Pms
- Aif
- Structured Products
- Client Acquisition
- Client Retention
- Investment Planning
- Risk Profiling
- Cross Selling
- Private Banking
- Bfsi
- Hni Relationship Management
- Wealth Advisory Experience
- Minimum 6+ Years Experience
- Sales & Financial Planning
- Portfolio Handling
2 Opening(s)
7.0 Year(s) To 15.0 Year(s)
0.00 LPA TO 80.00 LPA
Role Objective
The Firm is seeking to recruit senior roles (Senior Manager / Associate Director) who have relevant experience and skills in Transactions and Financial Advisory Services. As a senior team member, your role will be primarily client facing to understand and deliver on client requirements. You will be required to ...
1 Opening(s)
8.0 Year(s) To 12.0 Year(s)
9.00 LPA TO 12.00 LPA
A Chartered Accountant (CA) is a qualified financial professional responsible for auditing financial statements, managing corporate taxation, and providing strategic financial advice. They ensure accuracy, compliance with legal standards, and improve business efficiency through bookkeeping, risk management, and tax planning. CAs work across diverse sectors including corporate, government, and private ...
1 Opening(s)
5.0 Year(s) To 15.0 Year(s)
25.00 LPA TO 45.00 LPA
Business Vertical: Cleantech Finance Department: Sales Designation: Relationship ManagerLine of Business: Cleantech Finance Proposed Immediate Superior:
Regional Manager
Grade: M5
Key Objective of the Job:The purpose of the job is to build and maintain strong client relationships including deal origination and project financetransactions for sectors like renewables, transmission, roads, ports along with Infrastructure ...
1 Opening(s)
10.0 Year(s) To 30.0 Year(s)
40.00 LPA TO 45.00 LPA
Look from PAN India, look only from investment type of companies , not from corporate, CA Not preferred
Managing Public Issue of Securities
Underwriting connected with the aforesaid Public Issue Management Business
Managing/advising on International Offerings of Debt/Equity i.e., GDR, ADR, bonds and other instruments
Private Placement Securities
Corporate Advisory Services related to Securities ...