74 Job openings found

Job Title: Relationship Manager - Private Wealth Management Job Overview: As a Relationship Manager in the Private Wealth Management industry, your primary responsibility is to cultivate and maintain strong relationships with high-net-worth clients. You will be tasked with understanding clients' financial goals, providing expert advice, and delivering customized wealth management solutions ...

We are seeking a highly skilled and detail-oriented Chartered Accountant to join our CA firm. The ideal candidate will be responsible for managing financial records, ensuring compliance with statutory regulations, and providing expert financial advisory services to clients across diverse industries. Key Responsibilities: Conduct statutory audits, internal audits, and tax audits in ...

Position : Senior Business Development Manager/Vice President   Location: Borivali, Mumbai   Experience: 3 years to 10 Years (Preferred experience in Bank/NBFC/Financial Advisory Firm with focus on Debt Syndication)   Key Responsibilities:         •     Identify and acquire new clients in the Real Estate sector i.e Builders/Developers & Small to Medium Size Corporates.        •     Lead end-to-end debt syndication processes, ensuring timely closure ...

Description:   Key Responsibilities: Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls). Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations. Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs. Upsell and cross-sell mutual fund products ...

Job Title: Business Development ManagerLocation: Mumbai (Andheri)Position Overview We are seeking an enthusiastic Business Development Manager with an MBA in Finance/Marketing to join our dynamic team. The ideal candidate will bring 2-5 years of industry experience with a background in Investment Banking, Startups, or relationship management. You will play a pivotal role in driving ...

Industry: Financial Services (Mutual Fund Distribution)Department: Marketing Job Summary:We are seeking a results-driven Digital Marketing Executive with a passion for financial services to support our mutual fund distribution business. The ideal candidate will assist in planning, executing, and optimizing digital campaigns aimed at increasing investor awareness, lead generation, and client engagement. ...

Key Responsibilities:* Manage client interactions and communications effectively.* Handle mutual fund account openings, KYC processes, and other related documentation.* Coordinate with mutual fund companies, insurance providers, and financial partners regarding ongoing investments.* Track internal documents, maintain data records, and follow up with respective parties.* Manage basic social media platforms for ...

Position: Assistant Manager - External AuditLocation: BahrainExperience Required: 5 Years in Financial Consulting or Audit Job Summary: We are seeking an experienced Assistant Manager in External Audit to join our team in Bahrain. The ideal candidate will bring a minimum of 5 years of experience in audit, with a strong background in financial consulting. This ...

Job Description: In this role, you will be responsible for driving sales over the phone, building strong customer relationships and helping expand our client base. If you are a persuasive communicator with a passion for sales and customer engagement, we’d love to hear from you.Key Responsibilities:● Reach out to potential ...

Minimum 4 year post qualification work experience in external audit Experience in financial advisory firms Plan effective auditing processes Audit financial statements and assess accounts for accuracy and regulatory compliance Inspect internal systems and controls Assess risk management tactics Report systematic errors or fraud indicators Investigate specific issues regulatory bodies bring forward Explain audit findings and recommend solutions