67 Job openings found

The PCG Advisor will manage HNI/Ultra-HNI clients and family offices by offering customized wealth management solutions, advisory, and broking services. This role involves end-to-end advisory, client acquisition, cross-selling, and dealing responsibilities, ensuring value addition to clients. Execute trades on behalf of clients, ensuring adherence to regulatory guidelines and risk management policies. Acquire ...

Manage end-to-end accounting, taxation, and financial reporting Ensure statutory compliance with Income Tax, GST, RERA, and other applicable regulations Oversee budgeting, MIS, financial planning, and cost control Lead internal and statutory audits, ensuring accuracy and transparency Provide strategic financial insights to support management decision-making Handle project-wise accounting, cash flow, and fund management Build, lead, and mentor ...

The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) ...

Description:   The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) ...

We are looking for an experienced Regional Head – Wealth Management to drive business growth, manage a team of Wealth Managers, and build strong relationships with HNI/UHNI clients. The role involves achieving AUM and revenue targets, leading regional wealth operations, and providing comprehensive investment solutions. Drive AUM, revenue, and profitability targets ...

We are looking for a proactive and organized Admin Officere to manage day-to-day administrative operations and ensure smooth functioning of office activities. The ideal candidate should be detail-oriented, efficient, and capable of handling multiple tasks. Planning and coordinating administrative procedures and systems and devising ways to streamline processes, safety and security ...

The Regional Head – PCG will be responsible for leading and managing the Private Client Group business across Gujarat, with a primary focus on servicing and growing relationships with High Net Worth Individual (HNI) clients.This is a strategic leadership role with a “non-playing captain” approach, where the incumbent will drive ...

    Handling Compliances and Inspections related to all exchanges, Depository and Regulatory Validation and quality assurance of Inspection Reports Preparation and Submission of Periodical Returns to Exchanges, Depository (Quarterly, Half Yearly, Annually) Verification of KYC, KRA and the supporting documents of the Clients including Corporate, Trust, NRI and FPIs and their related compliances Review and ...

  Onboarding – account setup with proper Due diligence AP registration Exchange co-ordination and setup Payout management – Processing and payment Deposit Management Marketing support, Product support GST calculation and co-ordination Key Skills Experience of back oƯice/DP-operations work in a Stock broking/Securities firm, Mutual Fund,etc. Experience in Equity, F&O, Commodities, NSDL and CDSL exposure - operations Experience in working in Broking ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share.  Identifying prospective clients & ...