3 Client Portfolios Jobs

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3.0 - 7.0 years

0 Lacs

kolkata, west bengal

On-site

You will be joining our team for the Stock Broking + Distribution vertical as a Business Development Manager. Your main responsibility will be to drive growth through the identification of new business opportunities, the establishment of relationships, and the development of strategic partnerships. Your contribution will be vital in expanding our market presence and ensuring the overall success of the company. Previous experience in financial sales, wealth management, or business development is essential for this role. Your key responsibilities will include: 1. Lead Generation: Generating new leads and acquiring clients for the broking and wealth management business. 2. Relationship Manageme...

Posted 1 month ago

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2.0 - 7.0 years

2 - 4 Lacs

nagapattinam, tamil nadu, india

On-site

Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking, referrals, and other channels. Job Requirements Strong knowledge of mutual funds p...

Posted 1 month ago

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2.0 - 6.0 years

0 Lacs

bhopal, madhya pradesh

On-site

As an Associate at Siddhant Advocates in Bhopal, Madhya Pradesh, you will be responsible for handling trial courts, civil and commercial litigation cases. You should have strong Legal Research skills, both offline and online, along with a good understanding of civil and commercial litigation processes and trial court proceedings. Knowledge of online court hearings infrastructure is essential for this role. In this position, you will be required to independently work on drafting legal documents. Proficiency in the English language is a must, as you will be communicating with clients and handling their portfolios. The salary for this position will be based on your knowledge and work experience...

Posted 2 months ago

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