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6.0 - 11.0 years
13 - 23 Lacs
mumbai, mumbai (all areas)
Work from Office
Regional Manager-Institutional Sales -Business Development -financial Services -6Years -Mumbai Location Mumbai, Maharashtra, India A high-impact leadership opportunity for seasoned sales professionals! This role offers the chance to drive strategic account management, build strong CXO-level relationships, and lead business growth within Private Equity, Alternate Funds, and Banking sectors. If you thrive on consultative selling, relationship management, and creating value-driven solutions, this is the perfect next step in your career. Your Future Employer A global leader in financial services, recognized for its thought leadership, innovation, and commitment to client success. With a strong p...
Posted 1 week ago
5.0 - 7.0 years
0 Lacs
bengaluru, karnataka, india
On-site
Company Description We are a rapidly growing financial services firm focused on delivering customized investment solutions to HNIs and UHNIs. Our offerings span across equity, mutual funds, PMS, AIFs, structured products, and other wealth management instruments. We are expanding our team and looking for high-performing Wealth Managers to lead our client acquisition and relationship management efforts. Role Description Key Responsibilities Acquire and manage HNI/UHNI clients with a focus on long-term wealth creation and relationship management. Develop and maintain an AUM of INR 50 Cr and above. Provide end-to-end investment advisory services across equity, mutual funds, PMS, AIFs, NCDs, bond...
Posted 1 week ago
5.0 - 7.0 years
0 Lacs
bengaluru, karnataka, india
On-site
About Us We are a rapidly growing financial services firm focused on delivering customized investment solutions to HNIs and UHNIs. Our offerings span across equity, mutual funds, PMS, AIFs, structured products, and other wealth management instruments. We are expanding our team and looking for high-performing Wealth Managers to lead our client acquisition and relationship management efforts. Key Responsibilities Acquire and manage HNI/UHNI clients with a focus on long-term wealth creation and relationship management. Develop and maintain an AUM of INR 50 Cr and above. Provide end-to-end investment advisory services across equity, mutual funds, PMS, AIFs, NCDs, bonds, and structured products. ...
Posted 1 week ago
1.0 - 6.0 years
0 - 0 Lacs
bangalore, chennai, coimbatore
On-site
Company : Reputed broking firm Locations: Coimbatore, Chennai, Bangalore Qualification: Graduate Experience : 1+ yrs in broking / banking /insurance fields GENERAL ROLE Responsible for promoting Equity products, Currency, Mutual Funds, Insurance, Bonds ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference Explain about the Company, its products, services to existing clients, prospects. Promote investments in Equity products, Currency trading, Mutual Funds, Insurance. Update clients with Research Reports on Equity, new Mutual fund Schemes, Cross Sell to existing clients Keep regular contacts with the clients of the branch through telephone ...
Posted 1 week ago
2.0 - 5.0 years
2 - 3 Lacs
kolkata
Work from Office
We are seeking a results-driven Relationship Executive to join our sales team. In this role, you will be responsible for onboarding, managing and supporting our Independent Financial Advisors (IFAs) as well as existing clients for all our products.
Posted 1 week ago
1.0 - 5.0 years
3 - 4 Lacs
gurugram
Work from Office
Paisa bazaar is hiring for Sales Advisor - Investment (Savings) Role !! OPENING IS ONLY FOR THOSE WHO CAN SPEAK - TELUGU/MALAYALAM/KANNADA Interested candidates share their kiranyadav@paisabazaar.com or or WhatsApp your resume to "8800013127" OR Directly come for F2F interview mention " HR KIRAN" on the top of your resume. **FOR INSTANT REPLY SHARE YOUR RESUME @8800013127 - HR KIRAN *** **Immediate joiners will be preferred** *******____________INTERVIEW DETAILS______________********* .. Show this mail on reception area and mention "HR KIRAN" on you CV while coming for the direct interview.. ADDRESS :- Plot no. 129, Sector 44, Near Huda Metro Station, Gurugram Time:- 10:00am - 2:00pm Contact...
Posted 1 week ago
3.0 - 8.0 years
8 - 12 Lacs
noida
Work from Office
Kaizen Realty is looking for Portfolio Manager to join our dynamic team and embark on a rewarding career journey Portfolio Management:Develop and implement investment strategies to achieve specific financial goals and objectives Construct and manage investment portfolios, including asset allocation, security selection, and risk management Continuously monitor and adjust portfolios to optimize performance and manage risk Investment Analysis:Conduct comprehensive market research and analysis to identify investment opportunities and trends Evaluate potential investments, including stocks, bonds, mutual funds, real estate, and alternative assets Assess the risk-return profiles of investments and...
Posted 1 week ago
1.0 - 2.0 years
6 - 10 Lacs
mumbai
Work from Office
1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 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 (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. Location: Ahemdabad, Delhi, Trivendrum, Mumbai,Surat,Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Jaipur,Indore,Kochi
Posted 1 week ago
5.0 - 10.0 years
10 - 15 Lacs
mumbai
Work from Office
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 Partners Allainces - IFAs, Remisiers and Franchisees. 6) Recruit potential new Franchisees and ...
Posted 1 week ago
2.0 - 6.0 years
6 - 10 Lacs
bengaluru
Work from Office
1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 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 (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. 1. Should be from Equity Broking Industry with minimum of 2 years of experience. 2. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. 3. Experience...
Posted 1 week ago
2.0 - 6.0 years
4 - 9 Lacs
surat
Work from Office
1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling
Posted 1 week ago
2.0 - 6.0 years
6 - 10 Lacs
surat
Work from Office
PCG Advisor/ B2B Franchisee Partner Alliance-Equity&Investment Products 1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 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 (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. 1. Should be from Equity Broking Industry with minimum of 2 years of experience. 2. Experience in ...
Posted 1 week ago
2.0 - 6.0 years
4 - 9 Lacs
ahmedabad
Work from Office
1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team. Experience - 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling.
Posted 1 week ago
0.0 - 4.0 years
1 - 4 Lacs
kolkata, siliguri, cooch behar
Work from Office
Develop & implement sales strategy. Drive business growth through the team. Recruit, train & manage a high-performing sales team. Oversee the sales process from lead generation to closing deals. Maintain long-term relationships with key customers. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 9265575889 Sr HR Krishna Perks and benefits On Roll - Full Time Insurance Career Mediclaim
Posted 1 week ago
0.0 - 4.0 years
1 - 4 Lacs
chiplun, karad, pune
Work from Office
Develop & implement sales strategy. Drive business growth through the team. Recruit, train & manage a high-performing sales team. Oversee the sales process from lead generation to closing deals. Maintain long-term relationships with key customers. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 9265575889 Sr HR Krishna Perks and benefits On Roll - Full Time Insurance Career Mediclaim
Posted 1 week ago
0.0 - 4.0 years
1 - 4 Lacs
jalgaon, kolhapur, nashik
Work from Office
Develop & implement sales strategy. Drive business growth through the team. Recruit, train & manage a high-performing sales team. Oversee the sales process from lead generation to closing deals. Maintain long-term relationships with key customers. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 9265575889 Sr HR Krishna Perks and benefits On Roll - Full Time Insurance Career Mediclaim
Posted 1 week ago
1.0 - 6.0 years
5 - 7 Lacs
pune
Work from Office
Account Manager Pune Account Manager responsible for supporting RM in managing relationships with Affluent & Super Affluent clients (1 Cr+ investments). The role involves offering tailored investment advice, and delivering exceptional service standards. Key Responsibilities 1. Financial Planning & Portfolio Strategy Assist Relationship Managers (RMs) in creating financial plans tailored to client requirements. Monitor and report portfolio performance, highlighting asset allocation and IRR. Identify deviations between actual client portfolios and strategic plans, and suggest actionable steps to realign. 2. Portfolio Opportunities & Research Identify opportunities within client portfolios base...
Posted 1 week ago
2.0 - 6.0 years
4 - 9 Lacs
varanasi
Work from Office
1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Candidate Profile 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling
Posted 1 week ago
2.0 - 6.0 years
4 - 9 Lacs
surat
Work from Office
1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team. Experience - 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling
Posted 1 week ago
3.0 - 8.0 years
5 - 10 Lacs
bengaluru
Work from Office
Project description One of our clients from Capital Markets domain is looking for Calypso developer to support various collateral management projects. This includes interactions with various upstream and downstream systems. Responsibilities Direct Responsibilities Application designing / development / testing / support / enhancements / bug-fixing. Interact with functional and technical representatives of project teams in order to understand business functionalities, technical modules, integration mechanism and data sources. Prepare test plans and conduct Unit, Integration, Regression, Performance and Functional Testing using automated testing frameworks. Contribute to the technical designing...
Posted 1 week ago
2.0 - 6.0 years
6 - 10 Lacs
surat
Work from Office
1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 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 (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. 1. Should be from Equity Broking Industry with minimum of 2 years of experience. 2. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. 3. Experience...
Posted 1 week ago
2.0 - 6.0 years
4 - 9 Lacs
varanasi
Work from Office
1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team. Experience - 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling
Posted 1 week ago
1.0 - 2.0 years
6 - 10 Lacs
hyderabad
Work from Office
1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 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 (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls.
Posted 1 week ago
15.0 - 20.0 years
4 - 8 Lacs
bengaluru
Work from Office
About The Role Project Role : Engineering Services Practitioner Project Role Description : Assist with end-to-end engineering services to develop technical engineering solutions to solve problems and achieve business objectives. Solve engineering problems and achieve business objectives using scientific, socio-economic, technical knowledge and practical experience. Work across structural and stress design, qualification, configuration and technical management. Must have skills : Aircraft Design Good to have skills : NAMinimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Mechanical Engineering Practitioner, you will design, analyze...
Posted 1 week ago
5.0 - 9.0 years
0 - 0 Lacs
kalyan, maharashtra
On-site
The successful candidate will be responsible for setting up and overseeing the back-office team handling operations related to Mutual Funds, Insurance, Equities, Loan against MF/Equities, Bonds, etc. This includes effectively managing day-to-day operations, generating reports and MIS, and coordinating with internal and external stakeholders to address escalations and customer queries. Process improvement, automation, drafting process notes, approval notes, and log sheets, as well as ensuring regulatory compliance, are key aspects of the role. Additionally, the individual will be involved in mentoring and training team members. In the Admin & HR domain, responsibilities will include asset man...
Posted 2 weeks ago
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