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.
- Responsible for Concept Selling across the region, leveraging through existing distributor relationships. - Responsible for Product Level targets of the region for certain specified products across Equity & Debt. - To conduct Conference Calls / Meetings with Distributors for Product, Market... Read More
Direct Responsibilities Will be responsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisee. Will be responsible for achieving surplus through New Business development. Should focus on all the products including equity, derivatives (F&O), currency... Read More
Area Manager IFA Purpose of the Job The position is responsible for ensuring effective and smooth relationship with National Distribution and IFA’s in the region for growth in business. Key responsibilities Ensure effective and smooth relationship with... Read More
Relationship Manager Role is to acquire new clients and manage existing clients with the objective of expanding the market by Increasing the AUM and market share. It also requires activting Non-Active clients to generate business. Internal Focus - Branch Relationship Executive, Ex... Read More
· 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