Responsibilities: * Coordinate onboarding process from start to finish. * Ensure compliance with company policies, procedures. * Collaborate with departments for smooth transition. * Gather documentation and help ensure timely KYC profile approvals
Responsibilities: * Develop product strategies & roadmaps * Collaborate with cross-functional teams on execution * Manage product lifecycle from ideation to retirement * Ensure successful launches through planning & analysis
Responsibilities: * Process KYC documents accurately and efficiently * Maintain confidentiality at all times * Collaborate with team on onboarding new clients * Ensure compliance with regulatory standards
Responsibilities: * Conduct fundamental research on companies * Present findings through clear financial models and reports * Market Monitoring & Idea Generation * Investment Research & Stock Analysis * Company Interactions * Portfolio Monitoring
Responsibilities: * Manage product lifecycle from ideation to retirement * Collaborate with cross-functional teams on execution * Define product strategy & roadmap * Ensure customer satisfaction through iterative improvement
Responsibilities: * Sell mutual funds through AMC network * Meet sales targets * Collaborate with financial advisors * Manage client relationships * Maintain regulatory compliance
*Support SEBI registration *Vendor onboarding *SOP creation *Ops infra setup *Compliance tracking, and coordination for RIA/PMS launch. *Assist with decks, audits & internal reporting.
Responsibilities: * Manage client onboarding process from application to activation. * Ensure compliance with KYC procedures during new account opening. * Do due diligence of the Operations tasks * Assist the team with ad-hoc tasks
Responsibilities: * Manage HNIs' investments through private banking services. * Provide investment advice to clients. * Handle MF sales & distribution for wealth management.
Manage end-to-end client onboarding incl. docs & platform coordination Track investments, model portfolio execution & rebalancing Operate on BSE/NSE/MF Central/custodians Reconcile reports & invoices Support compliance, SEBI reporting & audits
Responsibilities: Build and manage the entire Engineering Team Help us build scalable platforms Preferred from fintech backgrounds Looking for candidates with knowledge on React, node.js, python, MySQL, GCP/AWS Cloud + microservices
Responsibilities: * Acquire new HNIs through strategic networking. * Handle existing HNI clients with exceptional service. * Onboard HNIs and guide them for their wealth planning.
Responsibilities: * Lead wealth management team, oversee portfolio management services. * Drive HNI sales & client handling with expertise in investment products & advisory.
Responsibilities: * Acquire new HNIs through strategic networking. * Handle existing HNI clients with exceptional service. * Onboard HNIs and guide them for their wealth planning.
Responsibilities: * Manage HNIs through portfolio management services * Lead AIF sales strategy for PMS products * Drive HNI acquisitions & client handling