Head (Product, Investment & Research State Bank of India

15.0 - 17.0 years

0 Lacs

mumbai, maharashtra, india

On-site

Educational Qualification (as on 01.05.2025): Mandatory: Graduate / Postgraduate from a Government recognized University / Institution or reputed college. Preferred: CA, CFA, CFP, or NISM (Investment Advisor / Research Analyst / 21-A) certifications. Experience (as on 01.05.2025): Essential: Minimum 15 years of relevant experience in financial services, investment advisory, product development, and private banking. Out of which, at least 8 years in Wealth Management . Preferred: Expertise in equity, PMS, AIF, and mutual funds. Proven experience in product structuring and development for high-net-worth clients. Leadership experience managing investment professionals at a national level. Stron...

Posted 1 month ago

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Digital Relationship Manager Anand Rathi Share and Stock Brokers Ltd

1.0 - 3.0 years

0 Lacs

Mumbai, Maharashtra, India

On-site

We are looking for Digital Relationship Assistant Managers/Managers to call and nurture leads from digital channels such as the website, social media, and paid campaigns. The primary focus is on lead qualification though calling, client engagement, addressing inquiries, and coordinating meetings with Offline Relationship Managers for seamless sales conversions. Responsibilities: Call and engage with leads to address queries and understand their investment needs. Assess and qualify leads based on their investment size, financial goals, and product interests. Coordinate and schedule meetings between qualified prospects and Offline Relationship Managers for seamless sales conversion. Maintain c...

Posted 4 months ago

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