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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...
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
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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