40 Job openings found

Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...

Role :  Application Developer    Role Description :  Design, build and configure applications to meet business process and application requirements.                                                             ...

Role: Working on a growing $5 billion managed accounts platform, which spans across performing credit, structured credit, and illiquid opportunistic credit strategies. These are customized accounts with high levels of interaction with the investors and internal investment professionals.        Responsibilities: Assist with month end close process, including review of NAV packages prepared by ...

Roles and Responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to generate business Acquire & Soure ...

Roles and Responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to generate business Acquire & Soure ...

Roles and Responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to generate business Acquire & Soure ...

Roles and Responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to generate business Acquire & Soure ...

Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs. Enable and influence branch teams to cross sell the investment products Joint meetings with HNI customers of branch teams Help branch team achieve their cross sell targets. Periodic review of client’s portfolio to ensure that they are in line with ...

Job Description of Wealth Manager (Sr. Assistant Manager / Manager)Job Role:The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsiblefor building and maintaining strong, long-term relationships with High Net Worth Individuals (HNIs). Therole includes acquiring new clients, managing their investment portfolios, providing high-quality customerservice, and achieving sales ...

Responsibilities:Build and Lead team of exceptional developers with a passion for innovation, full stack solutions, and financial services. You will be responsible for designing, building, improving, and maintaining our products and systems supporting global brokerage, payments, wealth management, account management, billing, onboarding, content, and custodian services. Products include global equities, ...