Average salary: Rs685,392 /yearly

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  • Search Results: 179 vacancies

  • Senior Relationship Manager - PBG (Emerald) Desk - HNI / UHNI

     ...Trade Orders. Advising Clients based on Research Report. Required Criteria: Graduation is must. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) Stock Market knowledge is mandatory. Should possess good communication skills.... 
    Mutual Fund
    Surat
    11 days ago

  • Executive /Sr. Executive /Associate /Senior Associate

     ...primary market products 6) Organising events to develop the Business of IFDs 7) Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel. 8) Domain Knowledge: Understanding of market pulse, trade knowledge,... 
    Mutual Fund
    Surat
    16 days ago

  • VP / AVP / Manager , PCG Advisory

     ...Quick Turtle is seeking a seasoned professional for a VP / AVP / Manager role in PCG (Private Client Group) Advisory. This position is...  ...these relationships. Cross-sell Third Party Products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment... 
    Mutual Fund
    Surat
    16 days ago

  • VP/ AVP / Manager , PCG (Pvt. Client Group) Advisory

     ...currency & commodity Markets and generate Revenue from them. ~ Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. ~ Handling Queries & complains of client's &... 
    Mutual Fund
    Surat
    16 days ago

  • Team Manager - Sales

     ...Cross-selling of Financial Products as per the target Equity, Mutual Funds. SIP, Derivatives 4) Hand holding of clients during initial phases...  .... 8) Achieve growth and hit sales targets by successfully managing the sales team. 9) Design and implement a strategic business... 
    Mutual Fund
    Shift work
    Surat
    17 days ago

  • Relationship Managers - Acquisition, Demat cum Trading Accounts

     ...solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and... 
    Mutual Fund
    Surat
    16 days ago

  • VP/ AVP/ DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance

     ...including Equity, Futures & Options (Equity, Currency, Commodity), managing large customer portfolios with a book size of ₹25 lakhs and...  ...investment portfolios by advising them on suitable products like Mutual Funds, PMS (Portfolio Management Services), IAP (Investment Advisory... 
    Mutual Fund
    Surat
    17 days ago

  • Relationship Manager, Wealth

     ...personal & business banking/financial needs. ~ Relationship Management profile involving acquiring, growing and deepening HNI customer...  .../ Insignia/ Wealth Management/ Pvt Banker . Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products,... 
    Mutual Fund
    Local area
    Immediate start
    Surat
    16 days ago

  • SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group)Advisory

     ...QuickTurtle is seeking experienced and driven SVP/VP/AVP/Relationship Managers for our Private Client Group (PCG) Advisory team. In this role...  ...these segments. Cross-sell Third Party Products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative... 
    Mutual Fund
    Surat
    16 days ago

  • VP / AVP / DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance

     ...Ultra HNI clients on Equity, F&O- Equity/ Currency/ Commodity . Managing large customers with book size of 25lacs & above. Building...  ...diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity.... 
    Mutual Fund
    Surat
    16 days ago

  • IFA Recruitment & Development Manager

     ...ongoing National distributorship, we have multiple Investment products like Mutual Fund, SIP, PMS/AIF etc. We are looking for a dynamic and results-driven Leader for IFA Recruitment and Development Manager to expand and strengthen our network of Independent Financial Advisors (... 
    Mutual Fund
    Full time
    Surat
    a month ago

  • sr. manager.

    Job Title: Manager / Sr. Manager - MFD Channel Experience – 3-5 Yrs. Department: Sales & Distribution Reports To: Channel Head...  ...be responsible for empanelling and activating identified mutual fund distributors (MFDs) with a market Assets Under Management (AUM)... 
    Mutual Fund

    Randstad

    Surat
    28 days ago

  • Executive - Debt Management Services (Rural) Job

    Executive - Debt Management Services (Rural) Start Date Starts  Immediately...  ...offers a wide range of services including loans, insurance, mutual funds, credit cards, and digital healthcare. Known for its tech-... 
    Mutual Fund
    Immediate start

    Bajaj Finserv

    Kosamba, Surat, Gujarat
    4 days ago

  • Manager Advisory Equity & Investment Products PCG (Pvt. Client Group)

     ...the Business Target set for them which includes Broking Revenue , Future & Options (F&O). 2) Cross selling third party products like Mutual Funds, PMS, AIF, Insurance, LAS, IPO and also inhouse products launched by the company. 3) Servicing to existing/ new acquired clients... 
    Mutual Fund
    Surat
    17 days ago

  • Sr RM/RM Investment Products

     ...Turtle is seeking a driven and knowledgeable Sr. Relationship Manager (RM) or Relationship Manager (RM) for Investment Products. This...  ...needs of mass affluent clients by recommending products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment... 
    Mutual Fund
    Surat
    16 days ago

  • Investment Specialist

     ...generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity...  ...and other Equity product. Preferably should be from Wealth Management background. BFM MCOM MBA Finance or equivalent , with NISM... 
    Mutual Fund
    Surat
    17 days ago

  • Financial Advisor

     ...offer comprehensive stock market investment services including trading in intraday stocks, mutual funds, IPOs, and more. Our team of expert advisors ensures healthy returns by managing portfolios with a strategic, research-driven approach. Role Description This... 
    Mutual Fund
    Full time
    Surat
    a month ago

  • Branch Manager, Broking

     ...sales. 2) Knowledge of Broking Products, Insurance, Investment products like Mutual Funds, PMS, AIF. 3) Develop forecasts, financial objectives, and business plans 4) Meet goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel... 
    Mutual Fund
    Surat
    16 days ago

  • Area Manager- Investment Products

     ...Area Manager - Investment Products QuickTurtle is seeking a driven Area Manager - Investment Products to lead and inspire a team of...  ...This involves recommending a diverse suite of products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative... 
    Mutual Fund
    Surat
    17 days ago

  • Equity Dealer / Stock Trader

     ...clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients 8...  .../ market-to-market loss. 14) Follow guidelines of Risk management and Settlement 15) Ensure compliance as per various regulator... 
    Mutual Fund
    Surat
    17 days ago