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0.0 years
0 Lacs
india
Remote
Company Description Welcome to Savitr Investments Your Partner in Smarter Wealth Management! At Savitr Investments, we go beyond transactionswe create long-term financial journeys. As a registered sub-broker with Motilal Oswal, our mission is to simplify investing and empower individuals, families, and businesses with innovative financial solutions. From Loans, PMS, AIFs, Insurance, Mutual Funds, and Unlisted/pre-IPO deals to long-term financial planning, we provide a comprehensive suite of services designed to help clients achieve stability, growth, and financial freedom. Our approach is client-first, with a focus on trust, transparency, and tailored strategies. Role Description This is a r...
Posted 2 months ago
8.0 - 12.0 years
0 Lacs
maharashtra
On-site
You will be a lawyer for a Partner-Funds position at a reputable full-service law firm located in Mumbai. As a senior legal professional, you are expected to have demonstrated expertise in fund formation, structuring, and regulatory advisory. Your role will involve leveraging a strong client network and being capable of leading mandates independently. Experience in managing Alternative Investment Funds (AIFs), Venture Capitalists (VCs), Private Equity (PE) funds, and related transactions is essential. Holding a full-time LLB degree is mandatory for this position. Preference will be given to candidates who have a team and are interested in transitioning together.,
Posted 2 months ago
1.0 - 5.0 years
0 Lacs
gandhinagar, gujarat
On-site
The role of a Junior Fund Accountant in Alternative Investments at a leading financial services firm in GIFT City, Gandhinagar involves supporting the Fund Administration team. The ideal candidate for this position should have 1-2 years of experience in fund accounting, specifically in alternative investments like Private Equity, AIFs, and Hedge Funds. A strong inclination towards establishing a career in financial operations and compliance is essential. Responsibilities: - Assisting in NAV calculation and fund accounting operations. - Supporting capital call and distribution processes. - Preparing investor notices, client reports, and journal entries. - Handling reconciliations and collabor...
Posted 3 months ago
5.0 - 9.0 years
0 Lacs
maharashtra
On-site
You will be joining a team with a mission to create a tech-driven investment platform that provides simplified access to high-quality alternate investment products. As a B2B sales leader, your role will involve driving strategic partnerships, leading a high-performing team, and expanding our business network to ensure robust revenue growth. If you are passionate about financial markets, business expansion, and forming partnerships, this opportunity is ideal for you. Your responsibilities will include maintaining and enhancing relationships with existing Independent Financial Advisors (IFAs) who are key players in the market, forging strategic alliances to broaden our investment ecosystem, br...
Posted 3 months ago
0.0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
We are on a mission to build a tech-driven, dynamic investment platform that simplifies access to high-quality alternate investment products. This role is for an ambitious B2B sales leader who can drive strategic partnerships, manage a high-performing team, and expand our business network while ensuring strong revenue growth. If you are passionate about financial markets, business expansion, and partnerships, this is the perfect opportunity for you! Responsibilities Maintain and strengthen relationships with existing Independent Financial Advisor (IFAs) who are market leaders. Drive strategic alliances to expand our investment ecosystem. Identify and onboard new partners to enhance market re...
Posted 3 months ago
2.0 - 5.0 years
4 - 6 Lacs
Gurugram
Work from Office
Relationship Manager will be responsible for acquiring engaging and advising clients on their investment portfolios will act as trusted advisor understanding their goals risk profile & financial background to recommend suitable investment strategies
Posted 3 months ago
2.0 - 6.0 years
0 Lacs
maharashtra
On-site
You will be joining a membership community for sophisticated investors, Eqclique, as a Fundraising & Investor Relations professional. Your main responsibilities will include leading the fund raising efforts, managing investor relations, and maintaining relationships with UHNW Investors, Family Offices, and Institutions. You will play a key role in managing the fundraising process for various investment opportunities, maintaining and nurturing relationships with different types of investors, preparing marketing presentations, organizing due diligence materials, and communicating effectively with both existing and prospective investors. Additionally, you will assist in drafting investor letter...
Posted 3 months ago
2.0 - 6.0 years
0 Lacs
maharashtra
On-site
You will be responsible for leading the fund raising and managing investor relations efforts at Eqclique. Your role will involve managing the fundraising process for various investment opportunities, maintaining relationships with family offices, high net worth investors, RIAs, and institutional investors. Additionally, you will be required to maintain the fundraising CRM, prepare/update marketing presentations, create and organize due diligence materials, and communicate with existing and prospective investors. You should have a strong background in fund raising for startups/AIFs/other alternate investments, along with a network of UHNW Investors/Family Offices/Institutions. A deep understa...
Posted 3 months ago
2.0 - 4.0 years
6 Lacs
Bengaluru, Karnataka, India
On-site
Key Responsibilities: A day in the life of an Infoscion As part of the Infosys delivery team your primary role would be to ensure effective Design Development Validation and Support activities to assure that our clients are satisfied with the high levels of service in the technology domain You will gather the requirements and specifications to understand the client requirements in a detailed manner and translate the same into system requirements You will play a key role in the overall estimation of work requirements to provide the right information on project estimations to Technology Leads and Project Managers You would be a key contributor to building efficient programs systems and if you ...
Posted 3 months ago
8.0 - 12.0 years
3 - 6 Lacs
Mumbai, Maharashtra, India
On-site
Achieve given AUM and Revenue targets Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs Recruit potential new IFAs and Franchisees. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. Ensure highest servicing standard for IFAs and Franchis...
Posted 3 months ago
3.0 - 7.0 years
3 - 8 Lacs
Mumbai
Work from Office
Job Overview: We are seeking a dynamic and results-driven Business Development person to lead growth initiatives across our portfolio of financial products, including mutual funds, insurance, mortgage, AIF-PMS, multi-asset broking services etc. The ideal candidate will be responsible for identifying, onboarding, and managing distribution partners (e.g., IFAs, brokers, insurance agents, and channel partners), driving cross-sell strategies, expanding market presence, and achieving revenue. Key Responsibilities: 1. Distributor Onboarding & Enablement: Identify, evaluate, and onboard potential IFAs, distributors, brokers, insurance agents and other channel partners. Manage end-to-end onboarding ...
Posted 4 months ago
8.0 - 10.0 years
8 - 10 Lacs
Bengaluru, Karnataka, India
On-site
Job Specification: Drive sales and business development for Apex products targeting institutional clients such as Fund Managers, AIFs, Corporates, Private Equity, Venture Capital firms, and Family Offices Grow the existing client base and acquire new business, focusing on both the number of deals and overall sales value Build strong relationships with key decision-makers in client organizations to promote Apex's service offerings Engage in client meetings, solution pitches, proposal generation, and closing deals Maintain a strong pipeline of prospects by networking with channels, intermediaries, and partner ecosystems Skills Required: Minimum 810 years of direct sales/business development ex...
Posted 4 months ago
5.0 - 10.0 years
16 - 27 Lacs
Mumbai
Work from Office
Business Development Manager- Financial Services/Banking/Wholesale lending- Mumbai - 6+ Years We are looking for an experienced sales and business development professional to join our team as an Manager - Business Development in Mumbai, Maharashtra, India . The ideal candidate will have 8-12 years of experience in institutional sales, consultative sales, and business development within the Financial Services, Banking , wholesale lending domain. Location: Mumbai, Maharashtra, India Experience: 6-12 Years Your Future Employer: A global analytics organization specializing in business consulting and research. Responsibilities: Grow business & build new revenue streams for Financial services/bank...
Posted 4 months ago
1.0 - 6.0 years
20 - 25 Lacs
Kolkata
Work from Office
1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6. Ensure highest servicing standard for...
Posted 4 months ago
5.0 - 10.0 years
8 - 15 Lacs
Kolkata, Chennai, Bengaluru
Work from Office
1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8)...
Posted 4 months ago
5.0 - 10.0 years
8 - 15 Lacs
Kolkata, Chennai, Bengaluru
Work from Office
1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8)...
Posted 4 months ago
1.0 - 4.0 years
3 - 6 Lacs
Mumbai, Hyderabad, Bengaluru
Work from Office
1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster. Location: Benga...
Posted 4 months ago
1.0 - 5.0 years
12 - 15 Lacs
Mumbai, New Delhi, Chennai
Work from Office
Cluster Manager - Stock Broking & Investment Products, Partner Alliances- Franchisee, IFAs 1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. 3) Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. 4) Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 5) Maintain relationships with the existing network of Part...
Posted 4 months ago
1.0 - 4.0 years
8 - 13 Lacs
Kolkata, Mumbai, Chennai
Work from Office
Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Rimesier. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on join...
Posted 4 months ago
1.0 - 3.0 years
9 - 13 Lacs
Mumbai, Chennai, Jaipur
Work from Office
Pvt Client Group Advisor B2B Franchisee Partner Alliance , Equity & Investment Products 1) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. 4) Ensure best services to the distributors. 5) Help distributors on joint calls. Candidate Profile 1.Should be from Broking Industry with minimum of 1.5 years of experience. 2.B2B Experience is preferable. 3...
Posted 4 months ago
2.0 - 4.0 years
0 Lacs
Bhubaneswar, Odisha, India
On-site
Key Responsibilities: A day in the life of an Infoscion As part of the Infosys consulting team your primary role would be to actively aid the consulting team in different phases of the project including problem definition effort estimation diagnosis solution generation and design and deployment You will explore the alternatives to the recommended solutions based on research that includes literature surveys information available in public domains vendor evaluation information etc and build POCs You will create requirement specifications from the business needs define the to be processes and detailed functional designs based on requirements You will support configuring solution requirements on...
Posted 4 months ago
3.0 - 6.0 years
8 - 12 Lacs
Kolkata, Mumbai, Ahmedabad
Work from Office
Overview: We are seeking a Wealth Platform Operations Executive to manage end-to-end operational processes, including client acquisition, onboarding, trade execution, reconciliation, compliance management, reporting, and documentation. The ideal candidate should have a strong understanding of wealth management operations, regulatory compliance, and client servicing. Key Responsibilities: Client Acquisition & Onboarding: Support business development by assisting in acquiring new clients for the wealth platform. Conduct KYC verification and due diligence as per regulatory norms. Ensure seamless onboarding by handling documentation and account setup. Coordinate with clients and relationship man...
Posted 5 months ago
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