Mumbai Metropolitan Region
Not disclosed
On-site
Full Time
IIFL Capital Services Ltd is looking for a seasoned product leader to head its trading platforms. This is a critical leadership role, responsible for defining and executing the strategy, innovation roadmap, and performance of our digital trading products across customer segments. Key Responsibilities Strategic Ownership Define and lead the product strategy for IIFL’s suite of trading platforms. Align platform capabilities with evolving market trends and business priorities. Work closely with business, technology, compliance, and operations teams to deliver best-in-class trading experiences. Platform Performance & Customer Experience Own and track key performance metrics including user growth, engagement, and retention. Continuously improve platform experience for diverse user segments—retail, active, and algorithmic traders. Ensure platforms remain reliable, fast, and competitive across devices and trading channels. Product Innovation & Roadmap Execution Drive the product development lifecycle—from discovery and design to delivery and adoption. Identify emerging opportunities in tools, features, or trading modalities. Collaborate with internal stakeholders and external partners to bring differentiated capabilities to market. Financial Oversight Monitor and optimize the cost-income performance of the trading platforms. Contribute to revenue growth through platform-led business initiatives. Governance & Compliance Work with Risk and Compliance teams to ensure all regulatory requirements are met. Embed governance standards and controls within the product development process. Team Leadership Build, lead, and mentor a high-performing product team. Drive a strong product culture grounded in user understanding, experimentation, and continuous improvement. Qualifications 10+ years of experience in product management, preferably in trading platforms, capital markets, or fintech. Proven ability to lead large-scale product initiatives with measurable outcomes. Strong analytical, strategic thinking, and communication skills. Experience working in cross-functional, agile environments. Understanding of regulatory frameworks and trading technologies is preferred. About IIFL Capital Services Ltd We are a leading financial services firm with a strong digital footprint and a growing base of active traders and investors. We are on a mission to build one of India’s most robust and customer-centric investment platforms. If you're looking to lead meaningful change in a dynamic environment, we’d like to hear from you. Show more Show less
Mumbai, Maharashtra, India
Not disclosed
On-site
Full Time
Responsibilities: Acquisition of HNI Clients: Identify and target Affluent and Super Affluent client segments in the market to expand our client base. Develop and implement strategies for new client acquisition (HNI/HNW clients with minimum 50cr AUM). Client Relationship Management: Build and maintain strong relationships with clients, ensuring their financial needs are met. Generate Assets Under Management (AUM) from preferred clients thru products like PMS, MF, AIF etc. Financial Advisory: Provide expert financial advice to Affluent clients, analyzing their financial portfolios, investment objectives, and risk tolerance. Develop customized financial plans to meet their goals. Market Research: Continuously research and analyze investment opportunities and financial market trends. Evaluate these opportunities to determine their suitability for inclusion in clients' portfolios. Collaboration: Coordinate closely with the product and research teams to make informed investment decisions that align with clients' financial requirements and objectives. Client Education: Conduct seminars, workshops, and other business development activities to educate clients on financial strategies, market trends, and investment options. Show more Show less
Delhi, India
None Not disclosed
On-site
Full Time
Company Description IIFL Capital Services Limited, with a nearly two-decade legacy in retail broking and financial product distribution, is one of India's largest independent full-service broking houses. The firm serves a diverse clientele, including corporates, institutional investors, HNWIs, and retail investors. Operating over 2,500 points of presence across more than 500 cities, IIFL has effectively served over 3 million customers. IIFL offers a comprehensive suite of services, from equity broking to investment banking. The company prides itself on innovation, customer service, and a commitment to transparency and integrity. Role Description This is a full-time on-site role for a Banca Wealth Relationship Manager located in Gurgaon, India, at IIFL Capital Services Limited. The Banca Wealth Relationship Manager will be responsible for Acquiring relationships with high net worth individuals (HNWIs) and maintaining a portfolio of clients along with managing tie-ups Banks broking business.Day-to-day tasks include identifying and serving the financial needs of clients, offering tailored investment solutions, ensuring customer satisfaction, and achieving assigned revenue targets. The role involves frequent interaction with clients to assess their financial goals and provide comprehensive wealth management services. Qualifications Excellent relationship management and client servicing skills Strong knowledge of financial products, including mutual funds, bonds, equities, and insurance Proven track record in achieving sales targets in the financial services industry Exceptional communication and interpersonal skills to interact with HNWIs Analytical and problem-solving abilities to offer customized financial solutions Ability to work independently and within a team environment Bachelor's degree in Finance, Business, or a related field Relevant certifications and licenses, such as NISM or AMFI, are preferred Show more Show less
Mumbai Metropolitan Region
None Not disclosed
On-site
Full Time
Key Responsibilities Calendar Management: Manage and optimize the MD’s calendar—daily, weekly, and monthly. Schedule and coordinate internal/external meetings, events, and reviews with appropriate buffers and prioritization. Anticipate conflicts, reschedule as needed, and ensure up-to-date calendar visibility. Coordinate meeting logistics, share agendas and prep materials in advance. Travel Booking & Itinerary Management: Plan and book domestic and international travel—flights, hotels, visas, transfers—per company policy and MD’s preferences. Prepare detailed travel itineraries and ensure all bookings are confirmed and organized. Liaise with travel vendors and finance for seamless coordination and expense management. Ensure timely submission and reconciliation of travel claims. Executive Support: Assist with confidential documentation, correspondence, and report formatting. Manage the MD’s inbox, calls, and messages with discretion. Prepare presentations, memos, and executive briefings as required. Meeting Coordination: Organize board meetings, business reviews, and leadership offsites. Maintain meeting minutes, action trackers, and follow-up schedules. Stakeholder Liaison: Act as a key point of contact between the MD and internal/external stakeholders. Handle coordination with senior leadership, clients, regulators, and vendors professionally. Confidentiality & Office Administration: Ensure confidentiality in all business matters. Supervise day-to-day administrative needs of the MD’s office, including vendor management and support staff coordination. Key Requirements Experience: 10–15 years as a Secretary/EA to CXOs/MDs in reputed firms, ideally in BFSI, consulting, or corporate houses. Education: Bachelor’s degree (Graduate). Executive Assistant or Secretarial Practice certification is a plus. Skills: Strong command of MS Office and Outlook Calendar. Excellent verbal and written communication. Expert in managing schedules, logistics, and multitasking. High discretion, professionalism, and attention to detail. Desired Attributes Organized, proactive, and resourceful. Excellent time management and interpersonal skills. Ability to handle confidential matters with integrity. Strong sense of ownership and accountability.
Mumbai Metropolitan Region
None Not disclosed
On-site
Full Time
Key Responsibilities: Design and deliver engaging training programs for franchisee teams on: ●Communication & Client Handling ●Sales Enablement and Product Pitching ●Compliance & Regulatory Awareness ●Conduct induction and ongoing training for new and existing franchisees. ●Develop customized content and e-learning modules tailored to the stockbroking business. ●Regularly evaluate training effectiveness and implement improvements. ●Partner with business heads and regional teams to identify capability gaps. ●Create dashboards, feedback systems, and MIS reports on training impact. Requirements: •6 to 8 years of experience in training, preferably in the stockbroking/franchisee business. •Strong exposure to soft skills delivery and retail investor education. •Excellent facilitation and presentation skills. •Experience working with regional branches and traveling for training rollouts. •Knowledge of capital markets products (equities, derivatives, MF, etc.) is a strong plus. Language proficiency: English and regional language (preferred). Preferred Background: ○Bachelor’s/Master’s in Finance, Management, or related fields. ○Certification in NISM modules or L&D programs is an added advantage. Why Join Us: Work with one of India’s leading stockbroking houses with a legacy of 3 decades. Be a part of a growing Learning & Development team impacting pan-India operations. Exposure to digital tools, LMS platforms, and innovative delivery models.
Bihar, Bihar, India
None Not disclosed
On-site
Full Time
Company Description IIFL Capital Services Limited, formerly known as IIFL Securities Limited, has nearly two decades of expertise in retail broking and financial product distribution. As one of India's largest independent full-service broking houses, IIFL excels in both the retail and institutional sectors. The company offers a comprehensive range of financial services and products tailored for corporates, institutional investors, high net worth individuals (HNWIs), and retail investors. With over 2,500 points of presence across more than 500 cities in India, IIFL has effectively served over 3 million customers. The firm's advanced technology platforms and experienced management team underscore its commitment to innovation, transparency, and customer service. Role Description This is a full-time, on-site role located in Bihar for a Relationship Manager in the Private Client Group at IIFL Capital Services Limited. The Relationship Manager will be responsible for building and maintaining strong relationships with high net worth individuals (HNWIs) and other key clients. Day-to-day tasks include portfolio management, investment advisory, conducting financial analysis, and identifying new business opportunities. The role also involves monitoring client portfolios, recommending investment strategies, and ensuring customer satisfaction and retention. Qualifications Proven experience in portfolio management, investment advisory, or similar roles Strong skills in financial analysis and market research Excellent verbal and written communication skills Ability to build and maintain strong relationships with clients Proficient in using advanced technology platforms and financial tools Proven track record of achieving sales targets and expanding client base Ability to work independently and collaboratively within a team Bachelor's degree in Finance, Economics, Business Administration, or a related field; relevant certifications are a plus
bihar
INR Not disclosed
On-site
Full Time
You will be working as a Relationship Manager in the Private Client Group at IIFL Capital Services Limited based in Bihar. Your primary responsibility will be to establish and nurture strong relationships with high net worth individuals (HNWIs) and other key clients. This full-time position entails tasks such as portfolio management, providing investment advice, conducting financial analysis, and identifying new business opportunities. It is crucial to monitor client portfolios, suggest investment strategies, and ensure high levels of customer satisfaction and retention. To excel in this role, you should possess proven experience in portfolio management, investment advisory, or similar financial roles. Strong proficiency in financial analysis and market research is essential, along with excellent verbal and written communication skills. Building and maintaining solid client relationships is a key aspect of this position. You must also be adept at using advanced technology platforms and financial tools. A successful track record in achieving sales targets and expanding the client base is highly desirable. The ability to work both independently and collaboratively within a team setting is crucial. Ideally, you should hold a Bachelor's degree in Finance, Economics, Business Administration, or a related field. Possessing relevant certifications would be advantageous in this role. Joining IIFL Capital Services Limited will offer you the opportunity to work in a dynamic environment with a focus on innovation, transparency, and exceptional customer service.,
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