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1. Broker Appointment -Empanellment of Channel Partners across India in major cities. 2. Transactions- Manage transactions on behalf of Clients including Buy, Sell and Rental Transaction. 3. Investment Advisory: Always be updated about various markets and opportunities available there. Should have thorough knowledge about products and markets. 4. C...
Jul 18, 2026
Core Responsibilities: ● Engage with the clients regularly and conduct their portfolio reviews. ● Understand the client's goals, aims and aspirations and ensure his investment strategy is aligned with it. ● Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. ● Prepare and interpret client infor...
May 20, 2026
1 Operations & Trade Settlement Oversee the end-to-end trade lifecycle — order management, trade execution coordination, settlement, and reconciliation. Ensure T+1 settlement discipline, monitor trade confirmations, and resolve breaks with custodians and brokers. Execution and tracking of Mutual fund transaction including non-financial on...
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