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2.0 - 6.0 years
0 Lacs
maharashtra
On-site
As a Treasury Manager/Sr. Manager - Front/Mid Office, your role involves supporting fund-raising activities, coordination with banks, financial institutions, and overseas investors. Your key responsibilities include: - Handling fund-raising activities for the Company by sourcing new lenders such as banks (PSU and Private Banks), impact lenders, and financial institutions. - Managing existing lender relationships and working on enhancing them at better pricing and covenants. - Demonstrating a good understanding of various borrowing instruments like Term loans, ECBs, PTCs, DA, NCDs, and CPs. - Coordinating and arranging various lenders" requirements concerning fund-raising activities like Due ...
Posted 4 days ago
2.0 - 4.0 years
2 - 4 Lacs
kota, bengaluru
Work from Office
Experience - minimum 2 yrs in relevant industry Graduate with NISM 8 certifications can apply Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework
Posted 2 weeks ago
5.0 - 9.0 years
0 Lacs
maharashtra
On-site
Role Overview: As an individual working in this position, you will be responsible for developing a sound understanding of various debt products such as NCDs, PTCs, Direct assignment, etc. You will actively participate in the end-to-end life cycle of debt syndication assignments for FI clients, which includes NBFCs, Microfinance companies, and HFCs. Your role will involve acquiring knowledge about different aspects of debt fund raising, including regulations, tax implications, excel modeling, and documentation. Additionally, you will be expected to create high-quality content like teasers, presentations, and pitchbooks. Key Responsibilities: - Provide inputs for transaction structuring and as...
Posted 4 weeks ago
5.0 - 9.0 years
0 Lacs
kerala
On-site
As an experienced candidate from any NBFCs or retired from Banks or cooperative societies with a minimum of 5 years of experience, you will be required to have knowledge in Sub Debts, NCDs, Gold Loan, and Business Loan. Your responsibilities will include: - Handling Sub Debts, NCDs, Gold Loan, and Business Loan transactions effectively - Managing customer relationships and providing financial solutions - Ensuring compliance with regulatory requirements Qualifications required for this role: - Minimum 5 years of experience in a similar role in NBFCs or Banks or Cooperative Societies - Knowledge in Sub Debts, NCDs, Gold Loan, and Business Loan The company offers the following benefits: - Healt...
Posted 1 month ago
0.0 years
0 Lacs
mumbai, maharashtra, india
On-site
Key Responsibilities Accounting Operations Manage end-to-end accounting operations: Billing, Accounts Receivable (A/R), Accounts Payable (A/P), General Ledger (GL), Cost Accounting, Revenue Recognition. Oversee day-to-day financial transactions to ensure accuracy and timeliness. Lead the month-end and year-end financial close process. Prepare financial statements: income statements, balance sheets, and cash flow reports. Policies, Processes & Controls Develop, document, and enforce accounting policies, SOPs, and internal controls to safeguard assets and maintain data integrity. Streamline and improve accounting systems, processes, and controls for efficiency and effectiveness. Research and a...
Posted 1 month ago
5.0 - 7.0 years
0 Lacs
bengaluru, karnataka, india
On-site
Company Description We are a rapidly growing financial services firm focused on delivering customized investment solutions to HNIs and UHNIs. Our offerings span across equity, mutual funds, PMS, AIFs, structured products, and other wealth management instruments. We are expanding our team and looking for high-performing Wealth Managers to lead our client acquisition and relationship management efforts. Role Description Key Responsibilities Acquire and manage HNI/UHNI clients with a focus on long-term wealth creation and relationship management. Develop and maintain an AUM of INR 50 Cr and above. Provide end-to-end investment advisory services across equity, mutual funds, PMS, AIFs, NCDs, bond...
Posted 1 month ago
5.0 - 7.0 years
0 Lacs
bengaluru, karnataka, india
On-site
About Us We are a rapidly growing financial services firm focused on delivering customized investment solutions to HNIs and UHNIs. Our offerings span across equity, mutual funds, PMS, AIFs, structured products, and other wealth management instruments. We are expanding our team and looking for high-performing Wealth Managers to lead our client acquisition and relationship management efforts. Key Responsibilities Acquire and manage HNI/UHNI clients with a focus on long-term wealth creation and relationship management. Develop and maintain an AUM of INR 50 Cr and above. Provide end-to-end investment advisory services across equity, mutual funds, PMS, AIFs, NCDs, bonds, and structured products. ...
Posted 1 month ago
5.0 - 10.0 years
15 - 30 Lacs
new delhi, chennai, mumbai (all areas)
Work from Office
Role & responsibilities - Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF. Asset allocation, financial planning and risk management according to client risk profile. Acquiring New Clients, activation of inactive clients, client retention. 360-degree Financial planning of HNI, UHNI and Corporate clients Analyzing Risk profile of clients and pitching the right product. Selling various third party financial products of all AMC & companies like Mutual funds, Fixed deposits, PMS, Structured Product, Sovereign and Corporates Bonds, Home loan and LAP. Successfully developing and maintaining clients relationship Unde...
Posted 2 months ago
8.0 - 12.0 years
0 Lacs
karnataka
On-site
About Rupeek: Rupeek, established in 2015 and headquartered in Bangalore, stands as India's leading asset-backed digital lending fintech platform. Committed to making credit accessible to Indians in a fair and convenient manner, Rupeek pioneers innovative financial products focused on monetizing India's $2 trillion gold market. Leveraging state-of-the-art technology and an automated asset-light supply chain, Rupeek is transforming the gold loan disbursal landscape across 40+ cities in India. With a customer base exceeding 5,00,000+, the company's strategic partnerships with top banks and financial institutions underscore its commitment to building gold-backed assets through low-risk, low-tou...
Posted 2 months ago
0.0 - 4.0 years
0 - 4 Lacs
Bhagalpur, Bihar, India
Remote
To provide consultation and examination to patients at community sites and prescribe appropriate medicines ensuring that the patient /attendant comprehends the need, dosages, schedule, and side effects of the medicines. To take care of Maternal and Child Health and Geriatric as and when required Document the history and diagnosis, prescriptions on prescribed cards and records. Ensure use of medicines is minimized (rational use of drugs), both in quantity and variety. Document & Diagnose Diseases pattern in the prescribed format. Data capturing on Health App. Provide referrals in need of advanced management, investigations, hospitalization and/or any other care that cannot be provided by the ...
Posted 2 months ago
5.0 - 7.0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
Role: Branch Manager IFA/B2B Channel Location: Mumbai, Delhi, Ahmedabad, Surat, Jaipur, Indore, Hyderabad CTC: Up to 12 LPA Experience: 5+ yrs. in IFA/MFD/B2B sales with team management Industry: Financial Services/ Broking Education: Graduation/PG Job Description: The role involves identifying & empaneling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors. The ideal candidates will have a strong background in Mutual Funds, Fixed Income, Insurance, and thorough knowledge of primary market products. You will play a critical role in driving business growth, recruiting and managing independent financial dist...
Posted 3 months ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
You will be responsible for developing a strong understanding of various debt products such as NCDs, PTCs, and Direct assignment. Your role will involve participating in the end-to-end life cycle of debt syndication assignments for FI clients including NBFCs, Microfinance companies, and HFCs. Additionally, you will need to acquire a deep knowledge of different aspects of debt fund raising, such as regulations, tax implications, excel modelling, and documentation. Your tasks will also include creating high-quality content like teasers, presentations, and pitchbooks, as well as providing inputs for transaction structuring. You will play a key role in building and managing long-term investment ...
Posted 3 months ago
5.0 - 9.0 years
2 - 6 Lacs
Bengaluru, Karnataka, India
On-site
Train new IFDs on using digital platforms & mobile app for Mutual Funds, IPOs, Bonds, NCDs, FDs, etc. Drive and support IFDs. Acquire new IFDs & promote primary market products. Organize business development events and engagement activities for IFDs.
Posted 3 months ago
2.0 - 6.0 years
3 - 12 Lacs
Vadodara, Gujarat, India
On-site
Executive /Sr. Executive /Associate /Senior Associate, IFD/ IFA Channel Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary mark...
Posted 3 months ago
2.0 - 6.0 years
3 - 12 Lacs
Coimbatore, Tamil Nadu, India
On-site
Executive /Sr. Executive /Associate /Senior Associate, IFD/ IFA Channel Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary mark...
Posted 3 months ago
2.0 - 6.0 years
3 - 12 Lacs
Lucknow, Uttar Pradesh, India
On-site
Executive /Sr. Executive /Associate /Senior Associate, IFD/ IFA Channel Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary mark...
Posted 3 months ago
2.0 - 6.0 years
3 - 12 Lacs
Ahmedabad, Gujarat, India
On-site
Executive /Sr. Executive /Associate /Senior Associate, IFD/ IFA Channel Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary mark...
Posted 3 months ago
2.0 - 4.0 years
3 - 6 Lacs
Coimbatore, Tamil Nadu, India
On-site
Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs. Experienc...
Posted 3 months ago
2.0 - 4.0 years
3 - 6 Lacs
Surat, Gujarat, India
On-site
Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs. Experienc...
Posted 3 months ago
2.0 - 4.0 years
3 - 6 Lacs
Kolkata, West Bengal, India
On-site
Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs. Experienc...
Posted 3 months ago
2.0 - 4.0 years
3 - 6 Lacs
Vadodara, Gujarat, India
On-site
Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs. Experienc...
Posted 3 months ago
2.0 - 4.0 years
3 - 6 Lacs
Ahmedabad, Gujarat, India
On-site
Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs. Experienc...
Posted 3 months ago
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