Roles and Responsibilities of the position
1. To do the entire portfolio management of the client.
2. Performing need analysis of the client\'s requirement and doing their financial planning / wealth management.
3. Managing and improving ...
We have an urgent opening for Wealth Manager :-
Company Name - Ventura Securities Limited
About Company - Ventura Securities Ltd. (Ventura) commenced operations in 1994 as a stock broking house. Over the past two decades, w...
Key Skills : excellent written and oral communication skills,wealth manager,wealth management,wealth
-Taking lead on execution of
-various financing and investment or sale deals/proposals
-implementation of systems to make sure timelines are met, employee productivity is optimized
-money recovery from various parties in case of default
Jobs ! Opening For Client Relationship Manager - Mutual Funds
Experience: 1-2 Years.
Salary: Upto 22K.
Job Description :
1. Responsible For New Client Acquisition, Building New Relationships And Increasin...
Maximise revenue through relationship management with existing accounts.
Punch orders on behalf of clients between 8.30 am to 3.30 pm
Candidate has to go for client meeting
Activation of dormant customers, servicing an...
RS 6,50,000 To 15,00,000 Bangalore, Mumbai, Mumbai Suburb
10-17 Years of experience in Capital Market /Mutual Fund Business. Last 3-4 yrs should have been leading teams.
Manage and lead a team of fund accounting professionals who would report to the position / the client on a daily / ...
Key Skills : taxation,mutual fund marketing,accounting,cost accountancy,budgeting,cost accouting
RS 1,50,000 To 3,00,000 Mumbai, Mumbai Suburb, Jodhpur, Kolkata
We have a Job Opening for Relationship Manager Cum Dealer
experience:- 1-8yrs Relevant Experienceexperience(retail Client Handle & Hni Handle)
salary:- as per Your Total Experience and Current Ctc
qualification:- Graduate /po...
Region Responsibility:PAN India
Reporting to:Head - Finance & Accounts
Qualification:Bachelors / Masters Degree in Commerce
Maintenance of Books of Accounts viz., Cash, Bank, Journals, Receivables and Payable
One of our financial client is looking for "Relationship Manager Sales" for their office located in FORT Area-Mumbai.
Designation: "Relationship Manager Sales" (Smart and Presentable Female Candidate only)
Experience: 0 To 3...
- Managing and growing existing clientâs relationship effectively
- Providing customized professional financial advisory services to individuals and businesses
- Marketing a comprehensive range of financial products and advisory services to...
The Selected Candidate Will Be Placed for Indian Operations and Will have to Be Open for Indoor and Outdoor Marketing for Any One of the Below :
- Real Estate and Infrastructure Investments - all India
- Should have Excellent Communication Skills a...
Convincing prospective clients that your agency is the right one to handle their sale and agree the terms
Arranging advertising to promote the property
Sending out details of new properties on the market to people on your database
Direct Selling of Equity(Demat A/c).
Cross selling of Mutual funds, IPO's & other financial products
Good communication skills.
Max Salary Only Upto 2.5p.a (20k P.M.)
Job Location: Vile parle Or Thane.
Any Graduate with minimum 1 yr of experienc...
Key Skills : customer relationship manager,sales manager,marketing manager,business development manager,marketing...
RS 3,50,000 To 5,00,000 Ahmedabad, Bangalore, Mumbai, Pune, Chennai
The main task of the incumbent is to strategize, drive and increase wealth business, both top line and revenue
Effectively profile Customers and provide financial products so as to meet customer needs
Develop strategies to increase the client base
RS 3,00,000 To 6,00,000 Mumbai, Mumbai Suburb, Navi Mumbai
We have a Job opening for Manager Finance -Chartered Accountant with 1-2 years of post qualification experience with our clients who are into Events and Digital Media at Andheri East.
Please find JD for an urgent opening:
Job Description â Ma...
RS 2,25,000 To 8,50,000 Mumbai, Mumbai Suburb, Navi Mumbai
leading CA firm working in the space of audit and consultancy services to financial sector entities such as mutual Funds, portfolio managers, brokers, depository participants, life insurance companies etc.
MPC is looking for a Chartered Accountant t...
Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the client relationships.
Profiling Customers and providing financial products to meet customers\' needs
Ensuring the highest levels of service to the High N...
- Handling the cross currency, cross border payments for overseas subsidiaries.
- Ensuring timely and proper accounting for overseas subsidiaries.
- Assisting in preparation of overseas subsidiary accounts as per IGAAP and local GAAPS.
Position : Product Manager
Qualification: Any Graduate & Post-graduate
Experience : 3+ years experience
Industry : Banking, Financial, Broking, Insurance
Role : Marketing, Branding
Job Location: Mumbai
Roles and responsibiliti...
Candidate should be a graduate / diploma holder from any field.
Candidate must have good communications along with excellent convincing and selling skills
Must be willing to do field sales and have city awareness about Mumbai routes
1)looking for a Senior Person in Cash Sales for Our Client Institutional Team,
2)the Concerned Person Should have a Strong Interface in Domestic Institutions â Mfs, Insurance Companies and Banks; At Senior Level in Each
of These Institutions....
RS 3,75,000 To 9,50,000 Bangalore, Mumbai, Mumbai Suburb
17-20 years of post qualification experience in Capital Market /Mutual Fund Business.
Last 4 yrs should have been leading teams.
Ability to lead multiple teams.
Involved in resolution of breaks liaison with fund, counterparties, & Pri...
1)Bank statements/advice downloads and cash application sheet compilation and update
2)BDC preparation and upload of all cash receipts
3)Preparing bank reconciliations
4)Preparing fund files and generating emails
- Monthly financial metrics and key business drivers specific to different products
- Reviewing processes and suggesting/ implementing improvements and changes to current procedures
- Preparation of various P and L reports and ensuring timely adh...
â¢ Candidate who can confidently communicate in English in interview can only apply.
â¢ Candidate who can write an Essay in English can only apply
â¢ Candidate who appear in formals and with two copies of resume will be only en...
Job Description :-
Responsible for acquistion of New Franchisee
Reponsible for Business Development of Franchisee
Reponsible for Servicing New Franchisee and Clients
Reponsible for Franchisee Training
Reponsible for Traning on Cross s...
Read only if it relevant to youâ¦.
Greetings from Evoke HR, Ahmedabad.
We are an Executive Search & HR Consultancy is a young emerging organization established by HR professionals with the objective of providing comprehensive ...
Would oversee the equity products passive or ETFâs product development, operations & assist the sales and operations team. This opportunity is to get exposure to global clients & markets
1. Manage Equity dealing for the fun...
Managing and growing existing clients relationship effectively.Providing customized professional financial advisory services to individuals and businesses.Marketing a comprehensive range of financial products and advisory services to potential client...
RS Up To 3,00,000 Goregaon, Mumbai, matunga,lower parel,dadar,bandra,borivli,kandivli,jogeshvari,andheri,malad
*Responsible for business development by acquiring clients for the online equity product from the open market for Online equity account.
*Selling of online Demat Accounts , SIPs, Mutual funds, Cross selling Insurance...
- Managing and growing existing clients relationship effectively
- Providing customized professional financial advisory services to individuals and businesses
- Marketing a comprehensive range of financial products and advisory services to potentia...
Relationship Manager - Sales (Smart and Presentable Female Candidate only)
Experience: 0-2 Year
Compensation: Rs. 2,00,000 to 4,50,000 depending on candidate
Monthly take home salary from Rs.25,000/- to Rs.35,000/- depending upon the candidate.
Key Skills : direct sales,relationship manager,relationship management,sales relationship manager,sales,telemarketing,telesales,direct marketing
RS 2,00,000 To 3,50,000 Ahmedabad, Amreli, Bharuch, Navsari, Rajkot, Surat, Vadodara, Valsad, Vapi, Mumbai, Pune
We have considered your profile for the post of Asst Regional Manager with a Leading Client. Our Client is India's Largest MUTUAL FUND DISTRIBUTION COMPANY with employee strength crossing 1200 & Approx 100+Branches in all over India.
Key Skills : regional manager,business development,senior business development executive
Finalization of books of accounts, Direct taxation, Indirect taxation.
Accounts book maintenance of Company.
Law compliance Banking, Cash flow, Fund flow, Project feasibilities and cash flow Joint Venture proposals Finance proposals.
Key Skills : accounts book maintenance of company,accounts officer,accounts executive,accounts head,accounts manager,chartered accountant,head corporate...
1. Any male with minimum 5 years and above work experience in any Custom House agent company.
2. Receiving of Import pre-alerts, follow up with Freight forwarder / Airlines / shipping lines till arrival of the cargo, correspondence with Importers.
Key Skills : ms office,import manager,import officer,import head,ms access,microsoft database,microsoft...
We have an urgent requirement for HR Executive with our reputed client into Engineering/ Construction Sector for their factory at Bhandup West, Mumbai. Please find the details below:
Requirement: 1 Nos.
Job Location: Bhandup West, Mumba...
Primary responsibility is to prepare financial statements and supporting schedules according to monthly close schedule
â¢ Facilitate and complete monthly close procedures
â¢ Analyze revenues, commissions and expenses to ensure they are recorded...
Handling Complete Payroll Process. Take the Approval for Payroll Funds, Provide Input to Payroll Team as per the Deadline. Maintain all the Records Necessary for Audit. Check the Salary Register Before Disbursing. Statutory Compliance as per the Law.
1. Handling of Petty Cash and day to day voucher entry.
2. Bank Reconciliation
3. Overseeing all payments and disbursements of funds and supervising day to day internet banking
4. Monthly monetary & finalization of bank stock statement, Progre...
Managing and Growing Existing Clients Relationship Effectively.providing Customized Professional Financial Advisory Services to Individuals and Businesses.marketing a Comprehensive Range of Financial Products and Advisory Services to Potential Client...
Key Skills : area sales manager,senior sales manager,sales manager