Average salary: Rs350,096 /yearly

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  • Search Results: 264 vacancies

  • Relationship Manager, Wealth

     ...broking firms as a Relationship Manager- Pioneer /Burgundy /Priority/ Insignia/ Wealth Management/ Pvt Banker . Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. Should have experience... 
    Mutual Fund
    Local area
    Immediate start
    Pune
    16 days ago

  • SVP / VP / AVP / Relationship Managers - PCG

     ...Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply... 
    Mutual Fund
    Pune
    16 days ago

  • Relationship Manager - Wealth Channel

     ...train distributors - Organize and run recruitment events for distributors - Continued training and motivating the team to drive ULIP business - Attend joint field work and help the distributors whenever needed - No need for IRDA or Mutual Fund exam. Direct empanel... 
    Mutual Fund
    Pune
    a month ago

  • Relationship Manager / Senior Relationship Manager - NRI Desk

     ...customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of... 
    Mutual Fund
    Pune
    16 days ago

  • SVP/VP/ AVP / Relationship Managers / Private Bankers

    1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products ,... 
    Mutual Fund
    Pune
    16 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
    Pune
    16 days ago

  • SVP / VP / AVP / Relationship Manager-Private Banker/Wealth Management

    1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge... 
    Mutual Fund
    Pune
    17 days ago

  • SVP/VP/ AVP / Relationship Managers , Private Bankers

     ...Generate significant revenue by effectively promoting and cross-selling a comprehensive range of wealth management products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Equity Broking. Network strategically and... 
    Mutual Fund
    Pune
    17 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
    Pune
    17 days ago

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

     ...upselling opportunities and guide large customers to diversify their investment portfolios by advising them on suitable products like Mutual Funds, PMS (Portfolio Management Services), IAP (Investment Advisory Products), and Insurance, thereby bringing stability and longevity... 
    Mutual Fund
    Pune
    17 days ago

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

     ...Derivatives, Currency, and Commodity Markets, actively generating revenue from these segments. Cross-sell Third Party Products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), and Insurance. Handle client queries and... 
    Mutual Fund
    Pune
    16 days ago

  • Private Bankers - Wealth Management

    1) HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products... 
    Mutual Fund
    Pune
    16 days ago

  • SVP/ VP/ AVP/ Relationship Manager - Private Banker/ Wealth Management

     ...relationships with HNI and UHNI clients. Generating revenue by effectively promoting and selling a range of products, including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Equity Broking . Networking and cultivating... 
    Mutual Fund
    Pune
    16 days ago

  • Senior Associate

     ...Role - Hedge Fund accounting Level - Senior Associate Experience - 2+ years Location - Talawade, Pune Skills Set- 2+ years of experience in fund accounting for hedge funds or mutual funds Experience of reconciliation and NAV calculations is mandatory. Interested... 
    Mutual Fund
    Pune
    4 days ago

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

     ...Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity. Candidate Profile Atleast 5 years of experience in sourcing and... 
    Mutual Fund
    Pune
    16 days ago

  • HNI Desk Head

     ...and render advisory services for securing high ROI. Execute Cross Sell efforts on focused products promoted by the organization (Mutual Funds / Insurance / PMS / Structured products and others). Promote the organization’s research and advisory suggestions to the clients... 
    Mutual Fund
    Pune
    a month ago

  • Auditor

     ...Responsibilities: Lead and manage statutory audits, internal audits, and inspections for clients in the Banking, Insurance, and Mutual Fund sectors. Provide strategic direction and oversight for engagements, ensuring excellence in service delivery and adherence to industry... 
    Mutual Fund
    Pune
    a month ago

  • NBFC Hiring || IPRM - Broking || Wealth and HNI

     ...Min 05 yrs. Securities Company sales exp. in PMS, Mutual Funds, AIF HNI Sales exp. with own clientele In Depth sales exp. in Trading, Client Acquisition & revenue generation Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate... 
    Mutual Fund
    Pune
    25 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
    Pune
    16 days ago

  • Branch Manager

     ...Penetration : Maximize product penetration across a diverse range of offerings, including equity, F&O (Futures & Options), currency, MF (Mutual Funds), AIF (Alternative Investment Funds), PMS (Portfolio Management Services), and insurance , to meet varied client needs and capture... 
    Mutual Fund
    Pune
    4 days ago