We are looking for a seasoned private banking professional who can lead team of private wealth managers and drive investments. Job Role : - Drive a team of wealth managers to offer best inclass tailor made wealth solutions. - Manage P&L for the unit and ensure unit's profitability. - Manage complex portolios and offer them advice on product such as Unlisted Shares, Structured prodcuts, PMS, AIF etc.

Hiring for Wealth Manager Responsibilities: Collaborate with cross-functional teams on strategic planning & execution Manage client portfolios, provide investment advice & guidance Client acquisition Monitor market trends & optimize returns

Role & responsibilities Job Title: Documentation Executive Field Role Location: Bangalore About the Role: We’re looking for a reliable and detail-oriented person to handle documentation work for our clients. This is a field role, so you’ll be visiting client locations and coordinating with financial institutions to ensure all paperwork is complete and accurate. What You’ll Do: Visit clients to collect and verify documents. Prepare and manage documentation for asset and investment cases. Coordinate with banks and financial partners to complete cases. Follow up on any missing paperwork or additional requirements. Keep records of leads and documentation status for your region.

Hiring for Equity Dealer for One of the leading broking firm Role & responsibilities Placing orders on behalf of customers Providing advisory services Cross selling of third-party investment products Preferred candidate profile At least 1 year of experience in broking is must NISM 8 Interested candidate can share cv at richa@dspe.in

Role & responsibilities Responsible for generating brokerage primarily through Currency & Commodity Trading Should have basic knowledge about Commodity & Currency Segment. Develop and maintain a long-term relationship with customers to generate brokerage Required to be constantly updated with the domestic markets. Responsible for achieving targets set by the organization from time to time.

Role & responsibilities Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.

Fresher can apply Role & responsibilities Explain the features and benefits of the platform in a clear and compelling manner. Assist customers through the account opening and onboarding process. Ensure a smooth and hassle free client journey with accurate and helpful information

Role & responsibilities Train, support, and engage with the branch resources to drive channel acquisitions, Collaborate with the Bank Cluster Heads, Branch Heads, and Channel employees to boost productivity

Role & responsibilities Implement and monitor the investment strategy of the fund based on fundamental analysis. Manage a team of equity analysts and perform research on the investments in mainly large cap stocks. Meeting the management of the companies/industry experts for understanding of the businesses Good networking within industry Assisting audit and compliance related to Investment department This position is related to Indian markets and the candidate should have about 15 years of relevant experience (at least 10yrs of buy side experience) of Indian markets only.

Hiring for Key Account Manager Role & responsibilities Looking for a professional to manage and grow investment business from an existing bank customer base. The role involves selling equity-based investment products, achieving sales targets, and working closely with the bank team to ensure client engagement. Candidate will also focus on client servicing and generating referrals from the banks channel. Preferred candidate profile 1 year experience in needed in demat

Hiring for fresher in Mumabi Role & responsibilities Outbound calls and provide services to client Preferred candidate profile NISM 8 will be extra benefit

Role & responsibilities Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch. Responsible to manage a team of Relationship Managers and drive client acquisition target primarily through the sale of equity based investment products, with prime focus on MNI and HNI segments to achieve targets.

Job Opportunity: Relationship Manager Private Client Group (On-site) Looking for a dynamic professional to manage and grow HNI portfolios. Role includes financial advisory, customized investment strategies, portfolio reviews, and market analysis. Strong relationship management, communication skills, and ethical conduct required. Budget:Open for Discussion

Role & responsibilities : Provide expert advice and guidance to clients on investment strategies and portfolio management. Conduct thorough analysis of clients; financial goals, risk tolerance, and investment preferences to develop personalized investment plans. Monitor and review clients& investment portfolios to ensure they are aligned with their goals and make necessary adjustments as needed. #Location Mumbai , Ahmedabad,Bangalore,Chennai,Chandigarh,Lucknow,Bhubaneshwar,Surat / Vadodara, Jaipur, Coimbatore

Role & responsibilities - Acquire, manage, and deepen relationships with HNI and UHNI clients by offering tailored wealth management solutions - Lead, mentor and support the team to achieve individual and team revenue targets - Act as a key point of contact for key clients, ensuring exceptional service delivery - Drive product penetration and cross-sell opportunities within the existing and new client base - Ensure compliance with all regulatory and internal policies while handling client portfolios - Work closely with product, research, and operations teams to deliver holistic wealth solutions - Track and analyze portfolio performance and report key metrics regularly

Were Hiring | Female Sales Executives Ahmedabad & Baroda Looking for enthusiastic female candidates for a sales role in financia sector . Location: Ahmedabad / Baroda CTC: Up to 3 LPA Female Candidates Only Freshers or candidates with relevant experience welcome!

Key Responsibilities : - Lead Private Banking across South India with a focus on driving AUM growth, expanding the client base, and increasing overall revenue - Client Relationship Management: Manage select UHNI relationships and ensure high retention and wallet share. - Team Management: Lead, mentor, and expand a high-performing team. - Align business strategy with market trends and client needs; develop region-/segment-specific plans - Regulatory Compliance: Ensure all operations meet regulatory standards and internal compliance frameworks. -Stakeholder Collaboration: Work cross-functionally with product, digital, research, legal, and operations teams.

Urgent Opening | IFA Vertical Alternate Business for Leading Asset Mangement Company Location: Mumbai,Bangalore,Chennai,Ahmedabad,Pune CTC:Upto 20 LPA Experience: 3–8 years preferred What You’ll Do: Build and manage strong relationships with IFAs Drive business growth in PMS, AIF, and other alternate products Educate partners on product offerings and market trends Collaborate across teams to deliver a seamless experience Who You Are: A people person with strong communication skills Experienced in Mutual Funds/PMS/AIF distribution Proactive, target-driven, and growth-focused