- 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

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