6 Financial Investments Jobs

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2.0 - 8.0 years

0 Lacs

maharashtra

On-site

As Client Coverage at CorpCare, your main responsibility will be to manage and acquire client relationships with MSMEs, large corporates, family offices, and Startup treasuries in Pune, Delhi, Ahmedabad, Bangalore, and Mumbai. Your role is crucial in driving growth and providing customized financial solutions to our diverse clientele. Key Responsibilities: - Serve as the primary contact for corporate clients, handling negotiations, strategic reviews, and contract finalization. - Lead efforts in client acquisition and relationship management, focusing on MSMEs, large corporates, and family offices. - Ensure targets for growth, revenue generation, and client satisfaction are achieved. - Build ...

Posted 5 days ago

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2.0 - 6.0 years

0 Lacs

ludhiana, punjab

On-site

Role Overview: As an Operations Executive, you will play a crucial role in overseeing and managing day-to-day operational activities related to investment transactions. Your responsibilities will include managing the Mutual Fund Distributor's back-office activities, handling documents for investment products like mutual funds, and creating profiles of investors. Additionally, you will be required to punch timely online transactions of investors and ensure data management for portfolios along with daily database maintenance. Key Responsibilities: - Manage the back-office activities of the Mutual Fund Distributor - Handle documents for investment products such as mutual funds - Create profiles...

Posted 5 days ago

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2.0 - 8.0 years

0 Lacs

karnataka

On-site

As a Client Coverage Role at CorpCare, you will be responsible for managing and acquiring client relationships with MSMEs, large corporates, family offices, and Startup treasuries in Bangalore, Mumbai, Pune, Delhi, and Ahmedabad. Your primary objective will be to drive growth and provide tailored financial solutions to our diverse clientele. To excel in this role, you should have a background in Mutual Fund Institutional Sales, preferably with experience in handling institutional clients for AMCs or similar platforms. Additionally, you should possess 2-8 years of experience as RM/BD in corporate banking, treasury management, asset management, or a related field. A strong understanding of MSM...

Posted 1 month ago

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2.0 - 8.0 years

0 Lacs

ahmedabad, gujarat

On-site

As a Client Coverage Role at CorpCare, you will be responsible for managing and acquiring client relationships with MSMEs, large corporates, family offices, and Startup treasuries in Bangalore, Mumbai, Pune, Delhi, and Ahmedabad. Your primary goal will be to drive growth and provide customized financial solutions to CorpCare's diverse client base. To be successful in this role, you should have a background in Mutual Fund Institutional Sales, preferably with experience in handling institutional clients for AMCs or similar platforms. You should possess 2-8 years of experience as an RM/BD in corporate banking, treasury management, asset management, or a related field. A strong understanding of ...

Posted 1 month ago

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2.0 - 8.0 years

0 Lacs

maharashtra

On-site

You will be joining CorpCare as a Client Coverage Role in locations like Bangalore, Mumbai, Pune, Delhi, and Ahmedabad. CorpCare is a unique all-in-one corporate treasury surplus fund management and asset management platform based in Mumbai. They offer a single window solution for corporates, family offices, and HNIs to formulate and manage treasury management policies. The portfolio management advisory system provides assistance in conducting reviews with investment committees and the board. Your main responsibility will be to manage and acquire client relationships with MSMEs, large corporates, family offices, and Startup treasuries in and around Pune, Delhi, Ahmedabad, Bangalore, and Mumb...

Posted 2 months ago

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2.0 - 6.0 years

0 Lacs

ludhiana, punjab

On-site

As an Operations Executive, you will play a crucial role in overseeing and managing day-to-day operational activities related to investment transactions. Your responsibilities will include managing the back-office activities of the Mutual Fund Distributor, handling documents for various investment products such as mutual funds, and other financial products. Additionally, you will be responsible for creating profiles of investors, punching timely online transactions, and ensuring accurate data management for portfolios along with daily database maintenance. To excel in this role, you should be quick in learning new systems and possess a basic understanding of financial investments. The ideal ...

Posted 2 months ago

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