Responsibilities : Preparing financial transaction reports of investors Communicating with investors and other intermediaries to collect and manage data Using software to manage, process, and complete financial transactions Having basic knowledge of financial products like Mutual Funds and Insurance Skills Required: Basic knowledge of financial products Quick learner with good communication skills Responsible, hardworking, punctual, and dedicated to tasks Basic computer knowledge – especially Excel and Microsoft Office Job Location: Ghatkopar (East), Mumbai Salary (CTC): ₹1.2 Lakhs to ₹3 Lakhs per year Job Type: Full-time Pay: ₹10,000.00 - ₹25,000.00 per month Schedule: Day shift Work Location: In person
Responsibilities : Preparing financial transaction reports of investors Communicating with investors and other intermediaries to collect and manage data Using software to manage, process, and complete financial transactions Having basic knowledge of financial products like Mutual Funds and Insurance Skills Required: Basic knowledge of financial products Quick learner with good communication skills Responsible, hardworking, punctual, and dedicated to tasks Basic computer knowledge – especially Excel and Microsoft Office Job Location: Ghatkopar (East), Mumbai Salary (CTC): ₹1.2 Lakhs to ₹2.4 Lakhs per year Job Type: Full-time Pay: ₹10,000.00 - ₹20,000.00 per month Schedule: Day shift Work Location: In person
Position: Customer Support Executive Location: Andheri, Mumbai Experience: 6 months to 1 Year Type: Full-time Responsibilities: Handle client queries professionally and redirect them to the branch head/concerned advisor when needed . Provide basic information about the company, services & products (wealth management, investment advisory, consolidation, etc.). Maintain client records and assist in documentation. Coordinate with the head office team for smooth client servicing. Requirements: Minimum qualification: Graduate (Commerce/Finance background preferred). Basic knowledge of financial products and client servicing. Strong communication and interpersonal skills. Proficiency in MS Office and email handling. Prior experience in customer service/financial services preferred. Job Type: Full-time Work Location: In person
Responsibilities: Manage daily branch operations and act as the initial point of contact for walk-in clients. Professionally respond to routine client inquiries and, if necessary, refer issues to the Branch Head or another appropriate advisor. Clearly and accurately describe the company&aposs services and products, such as portfolio consolidation, investment advising, and wealth management. Help with account opening, documentation, and on boarding procedures; keep and update customer records. Communicate with Head Office to improve service. Assist the Branch Head with operational and administrative duties to guarantee effective branch operation. Requirements: Finance or Commerce preferred It is preferred to have one to two years of expertise in financial services or customer service. Strong interpersonal and communication abilities. Fundamental knowledge of financial services and goods. Competence with Microsoft Office (Word, Excel, and Outlook) and expert email management. Capable of multitasking, meticulous, and well-organized. Location: Andheri / Ghatkopar, Mumbai Experience: 1 year to 2 years CTC: 1.2 Lakhs to 2.5 lakhs Job Types: Full-time, Permanent, Fresher Benefits: Leave encashment Work Location: In person Show more Show less
Required Skill Set Experience with Tally Prime preferred Basic knowledge of accounting and GST B.Com or related qualification Good with data entry and communication Job Description / Responsibilities Record daily entries in Tally Prime Maintain accounts and ledgers Bank reconciliation Prepare GST, TDS, and tax reports Support in audits and reports Min. Exp : 1 year Max. Exp : 1.5 years Compensation range (Salary) : 1.8 Lakhs to 2.4 Lakhs LPA Job Location : Ghatkopar East, Mumbai Job Type: Full-time Pay: ₹15,000.00 - ₹20,000.00 per month Work Location: In person
Job Summary: We are seeking an experienced and dynamic Senior Relationship Manager to join our Wealth Management team. The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients, with strong relationship-building skills, comprehensive product knowledge, and a client-first approach. Key Responsibilities: Acquire and manage relationships with HNI and Ultra-HNI clients. Build and maintain long-term relationships by providing customized financial solutions that align with clients’ goals. Conduct regular portfolio reviews and ensure optimal asset allocation for sustained financial growth. Stay updated on market trends, investment products, and financial opportunities to deliver innovative, tech-driven solutions. Develop a strong sales pipeline for short, medium, and long-term business growth. Offer strategic investment advice and cross-sell relevant financial products. Ensure timely communication and updates on portfolio performance and market developments. Collaborate with internal teams to enhance client experience and ensure compliance with company policies. Required Skills & Attributes: Experience: 5-7 years of relevant experience in Private Banking or Wealth Management. Client Base: Possesses an existing HNI client portfolio. Network: Strong professional connections within Corporate and SME segments. Product Knowledge: Excellent understanding of investment products across asset classes. Communication: Exceptional communication, presentation, and interpersonal skills. Personality: Confident, self-motivated, and target-driven. Client Focus: Ability to build long-term relationships based on trust and deliver high-quality advisory services. Education: Graduate/Post-Graduate in Marketing or Finance CTC: ₹15 – ₹20 LPA Experience: 5-7 years in Private Banking or Wealth Management Working Days: Monday to Saturday Employment Type: Full-time
Job Summary: We are seeking an experienced and dynamic Senior Relationship Manager to join our Wealth Management team. The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients, with strong relationship-building skills, comprehensive product knowledge, and a client-first approach. Key Responsibilities: Acquire and manage relationships with HNI and Ultra-HNI clients. Build and maintain long-term relationships by providing customized financial solutions that align with clients’ goals. Conduct regular portfolio reviews and ensure optimal asset allocation for sustained financial growth. Stay updated on market trends, investment products, and financial opportunities to deliver innovative, tech-driven solutions. Develop a strong sales pipeline for short, medium, and long-term business growth. Offer strategic investment advice and cross-sell relevant financial products. Ensure timely communication and updates on portfolio performance and market developments. Collaborate with internal teams to enhance client experience and ensure compliance with company policies. Required Skills & Attributes: Experience: 5-7 years of relevant experience in Private Banking or Wealth Management. Client Base: Possesses an existing HNI client portfolio. Network: Strong professional connections within Corporate and SME segments. Product Knowledge: Excellent understanding of investment products across asset classes. Communication: Exceptional communication, presentation, and interpersonal skills. Personality: Confident, self-motivated, and target-driven. Client Focus: Ability to build long-term relationships based on trust and deliver high-quality advisory services. Education: Graduate/Post-Graduate in Marketing or Finance CTC: ₹15 – ₹20 LPA Experience: 5-7 years in Private Banking or Wealth Management Working Days: Monday to Saturday Employment Type: Full-time
Responsibilities : Preparing financial transaction reports of investors Communicating with investors and other intermediaries to collect and manage data Using software to manage, process, and complete financial transactions Having basic knowledge of financial products like Mutual Funds and Insurance Skills Required: Basic knowledge of financial products Quick learner with good communication skills Responsible, hardworking, punctual, and dedicated to tasks Basic computer knowledge – especially Excel and Microsoft Office Job Location: Ghatkopar (East), Mumbai Salary (CTC): ₹1.2 Lakhs to ₹3 Lakhs per year Job Type: Full-time Pay: ₹10,000.00 - ₹25,000.00 per month Work Location: In person
Job Description / Responsibilities : Preparing financial transaction reports of investors Communicating with investors and other intermediaries to collect and manage data Using software to manage, process, and complete financial transactions Having basic knowledge of financial products like Mutual Funds and Insurance Required Skill Set : Basic knowledge of financial products Quick learner with good communication skills Responsible, hardworking, punctual, and dedicated to tasks Basic computer knowledge – especially Excel and Microsoft Office Job Type: Full-time Pay: ₹10,000.00 - ₹25,000.00 per month Work Location: In person
Position: Customer Support Executive Location: Andheri, Mumbai Experience: 6 months to 1 Year Type: Full-time Responsibilities: Handle client queries professionally and redirect them to the branch head/concerned advisor when needed . Provide basic information about the company, services & products (wealth management, investment advisory, consolidation, etc.). Maintain client records and assist in documentation. Coordinate with the head office team for smooth client servicing. Requirements: Minimum qualification: Graduate (Commerce/Finance background preferred). Basic knowledge of financial products and client servicing. Strong communication and interpersonal skills. Proficiency in MS Office and email handling. Prior experience in customer service/financial services preferred. Job Type: Full-time Pay: ₹10,000.00 - ₹20,000.00 per month Work Location: In person
Required Skill Set : Must be willing for Field Work. Energetic and initiative taking attitude. Customer oriented. Market Awareness. Resilient. Adaptable to Change. Good Negotiation Skills. Presentable and good communication skills. Job Description / Responsibilities: Must have experience in Banking / Finance / Investment / Wealth Advisory. You will be responsible for better brand recognition and growth. Develop relationships with prospective clients Carrying out business development activities. Innovative and problem solving skills for better business opportunities. Exploring New Areas and ways to achieve desired productivity. Client Acquisition on your own. Job Type: Full-time Pay: ₹200,000.00 - ₹600,000.00 per year Work Location: In person
Job Description / Responsibilities : Preparing financial transaction reports of investors Communicating with investors and other intermediaries to collect and manage data Using software to manage, process, and complete financial transactions Having basic knowledge of financial products like Mutual Funds and Insurance Required Skill Set : Basic knowledge of financial products Quick learner with good communication skills Responsible, hardworking, punctual, and dedicated to tasks Basic computer knowledge – especially Excel and Microsoft Office Job Type: Full-time Pay: ₹10,000.00 - ₹25,000.00 per month Work Location: In person
Education: Graduate/Post-Graduate in Marketing or Finance CTC: ₹15 – ₹20 L P.A Experience: 3–5 years in Private Banking or Wealth Management Working Days: Monday to Saturday Employment Type: Full-time Job Summary: We are seeking an experienced and dynamic Senior Relationship Manager to join our Wealth Management team. The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients, with strong relationship-building skills, comprehensive product knowledge, and a client-first approach. Key Responsibilities: Acquire and manage relationships with HNI and Ultra-HNI clients. Build and maintain long-term relationships by providing customized financial solutions that align with clients’ goals. Conduct regular portfolio reviews and ensure optimal asset allocation for sustained financial growth. Stay updated on market trends, investment products, and financial opportunities to deliver innovative, tech-driven solutions. Develop a strong sales pipeline for short, medium, and long-term business growth. Offer strategic investment advice and cross-sell relevant financial products. Ensure timely communication and updates on portfolio performance and market developments. Collaborate with internal teams to enhance client experience and ensure compliance with company policies. Required Skills & Attributes: Experience: 3–5 years of relevant experience in Private Banking or Wealth Management. Client Base: Possesses an existing HNI client portfolio. Network: Strong professional connections within Corporate and SME segments. Product Knowledge: Excellent understanding of investment products across asset classes. Communication: Exceptional communication, presentation, and interpersonal skills. Personality: Confident, self-motivated, and target-driven. Client Focus: Ability to build long-term relationships based on trust and deliver highquality advisory services. Job Type: Full-time Pay: ₹1,500,000.00 - ₹2,000,000.00 per year Work Location: In person
Position: Customer Support Executive Location: Andheri, Mumbai Experience: 6 months to 1 Year Type: Full-time Responsibilities: Handle client queries professionally and redirect them to the branch head/concerned advisor when needed . Provide basic information about the company, services & products (wealth management, investment advisory, consolidation, etc.). Maintain client records and assist in documentation. Coordinate with the head office team for smooth client servicing. Requirements: Minimum qualification: Graduate (Commerce/Finance background preferred). Basic knowledge of financial products and client servicing. Strong communication and interpersonal skills. Proficiency in MS Office and email handling. Prior experience in customer service/financial services preferred. Job Type: Full-time Pay: ₹10,000.00 - ₹20,000.00 per month Work Location: In person
Required Skill Set : Must be willing for Field Work. Energetic and initiative taking attitude. Customer oriented. Market Awareness. Resilient. Adaptable to Change. Good Negotiation Skills. Presentable and good communication skills. Job Description / Responsibilities: Must have experience in Banking / Finance / Investment / Wealth Advisory. You will be responsible for better brand recognition and growth. Develop relationships with prospective clients Carrying out business development activities. Innovative and problem solving skills for better business opportunities. Exploring New Areas and ways to achieve desired productivity. Client Acquisition on your own. Job Type: Full-time Pay: ₹200,000.00 - ₹600,000.00 per year Work Location: In person
Job description Responsibilities : Prepare investor transaction reports Communicating with investors and other intermediaries to collect and manage data Using software to manage, process, and complete financial transactions Having basic knowledge of financial products like Mutual Funds and Insurance Skills Required: Basic knowledge of financial products Quick learner with good communication skills Responsible, hardworking, punctual, and dedicated to tasks Basic computer knowledge – especially Excel and Microsoft Office Job Location: Ghatkopar (East), Mumbai Salary (CTC): ₹1.7 Lakhs to ₹3 Lakhs per year
Job Summary: We are seeking an experienced and dynamic Senior Relationship Manager to join our Wealth Management team. The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients, with strong relationship-building skills, comprehensive product knowledge, and a client-first approach. Key Responsibilities: Acquire and manage relationships with HNI and Ultra-HNI clients. Build and maintain long-term relationships by providing customized financial solutions that align with clients’ goals. Conduct regular portfolio reviews and ensure optimal asset allocation for sustained financial growth. Stay updated on market trends, investment products, and financial opportunities to deliver innovative, tech-driven solutions. Develop a strong sales pipeline for short, medium, and long-term business growth. Offer strategic investment advice and cross-sell relevant financial products. Ensure timely communication and updates on portfolio performance and market developments. Collaborate with internal teams to enhance client experience and ensure compliance with company policies. Required Skills & Attributes: Experience: 5-7 years of relevant experience in Private Banking or Wealth Management. Client Base: Possesses an existing HNI client portfolio. Network: Strong professional connections within Corporate and SME segments. Product Knowledge: Excellent understanding of investment products across asset classes. Communication: Exceptional communication, presentation, and interpersonal skills. Personality: Confident, self-motivated, and target-driven. Client Focus: Ability to build long-term relationships based on trust and deliver high-quality advisory services. Education: Graduate/Post-Graduate in Marketing or Finance CTC: ₹15 – ₹20 LPA Experience: 5-7 years in Private Banking or Wealth Management Working Days: Monday to Saturday Employment Type: Full-time