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Job Id 11008
Noida, Pune
800000 INR - 1100000 INR Yearly
Investment management
Graduation, Post-Graduation
Job Description
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
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Job Id 11179
Pune
1200000 INR - 1800000 INR Yearly
Banking / Financial Services / Broking
CA/CS, Graduation, Post-Graduation
Job Description
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...
May 20, 2026
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Job Id 11169
Delhi
300000 INR - 350000 INR Yearly
Real Estate
Graduation | B.Com
Job Description
We are looking for a Semi-Sales Executive who will support client acquisition, relationship management, and sales operations. This role bridges sales and client servicing — ideal for someone who enjoys interacting with investors, explaining financial products, and ensuring smooth execution of investments.Key Responsibilities● Assist in onboarding n...
Apr 20, 2026
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Job Id 11127
Bangalore
400000 INR - 800000 INR Yearly
Banking / Financial Services / Broking
Graduation
Job Description
As an SDR in the Acquisition team, you will be responsible for engaging Marketing Qualified Leads (MQLs) and moving them toward a booked consultation with the right financial expert. This role blends structured prospecting, consultative discovery at a high level, objection handling, and disciplined follow-up, and is designed as a launchpad into cli...
Mar 17, 2026
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Job Id 11115
Bangalore, Mumbai
500000 INR - 900000 INR Yearly
Banking / Financial Services / Broking
Graduation | B.Com
Job Description
We are seeking a dynamic and result-oriented Relationship Manager – Mutual Fund Sales to acquire, manage, and grow relationships with retail and HNI clients. The role involves promoting mutual fund products, achieving sales targets, and delivering superior customer service while ensuring regulatory compliance.
Key Responsibilities1. Client Acqu...
Feb 18, 2026
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Job Id 10967
Delhi
Real Estate
Graduation
Job Description
We're seeking a results-driven Mutual Fund Sales/Client Relationship Manager to join our team. The successful candidate will be responsible for acquiring new clients and nurturing existing relationships to drive business growth. If you have a passion for sales, excellent communication skills, and a knack for building strong relationships, we'd love...
Jan 15, 2026
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Job Id 11082
Bangalore
Investment Management
Graduation
Job Description
To assist customers with queries related to their investments, products , features etc via calls and chats and deal with multiple customers
Acquire required product and process knowledge and keep a track of all the changes
Maintaining a positive, empathetic and professional attitude toward customers at all times.
Identify and assess customers...
Jan 08, 2026
