Wealth ManagerWe are seeking a Wealth Manager to attract HNI and Ultra HNI clients. The role focuses on increasing AUM through tailored financial advice and recommendations for MF, PMS, AIF, bonds, shares, and other structur...
Details SKILLS REQUIREMENTS OF THE POSITION
Primary Responsibilities The role is based out of Mumbai and requires working with the US Transaction Management Group (TMG). TMG team is responsible for the Structured products issuance program creation & updates,...
Exotics Trading Assistant, Associate, Institutional Equity Division The role involves close interaction with traders on risk monitoring, and execution support across swaps, forwards, and equity-linked products. Requires ...
Job Title: Senior Wealth Manager / Team Lead Private BankingLocation: MumbaiJob SummaryWe are seeking an experienced and dynamic Senior Wealth Manager / Team Lead to drive our Private Banking and Wealth Management business. T...
1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products2. Meet the required AUM, investor acquisition and AU...
Source new HNI clients through referrals and networking; manage relationships; conduct portfolio reviews; and drive AUM growth and revenue generation.Offering investment & wealth solutions across equity, mutual funds, PMS...