Investment Management: Portfolio management, strategies, asset allocation. Financial Planning: Retirement planning, estate planning, tax strategies. Wealth Management: Comprehensive wealth management solutions, including advice on various asset classes. Alternative Investments: Information on non-traditional investment options like private equity, real estate, etc.
· Timely submission of periodical reports to Regulators, AMFI, Board of Trustees and AMC. · Addressing and timely resolving the Investor Grievances. · &nbs... Read More
Client Relationship Management: Develop and maintain long-term relationships with ultra-high-net-worth families. Understand client needs, goals, and risk appetite to provide tailored investment and financial solutions. Act as the primary point of contact for clients, addressing q... Read More
The Financial Planning & Analysis (FP&A) role is a critical position within the finance department, responsible for providing strategic financial planning, forecasting, and analysis to support informed decision-making and drive overall business growth and profitability. The FP&A profe... Read More
Responsible for achieving Sales Targets of the cluster and mapped branches. Formulate strategy for developing all business segments and diligent deployment of targets across segments. Responsibility of top line & bottom line of the cluster. Will drive Relationship Management and will ta... Read More
1) Responsible for Concept Selling across the region, leveraging Investor relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agen... Read More
Talent Acquisition Strategy: ● Develop and implement a comprehensive recruitment strategy to attract top private bankers and wealth managers. ● Utilize various sourcing methods, including headhunting, networking, job boards, and social media. Candidate Sourcing and Screening: ● Identify poten... Read More
1) Responsible for Concept Selling across the region, leveraging Investor relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agen... Read More
· Monitoring compliance of the SEBI Regulations & International Financial Services Centres Authority (IFSCA) regulations and timely reporting by AMC and exceptions thereto, to SEBI, to IFSCA, Board of AMC · ... Read More
Dealing with set of 170 MFD’s who holds AUM more than 450Cr. Generating business into equity and debt scheme from IFA’s Providing regular market updates and knowledge to IFA’s. Report generation and MIS preparation. Conducting Invest... Read More
The role would require complete P&L responsibility for the Team reporting in - To make sure targets /goal are achieved as per projections for the financial year . To take initiatives in new business as given by the organisation, ensure quality deliverables within s... Read More