Funds and Trusts Jobs in India

Company OverviewTwixor is an innovative IT Services and Consulting company specializing in customer engagement and digital process automation across multiple industries. Headquartered in Singapore with offices in India Twixor pioneers business transactions over messaging channels and serves a global...

DescriptionPrincipal Duties/ResponsibilitiesReview and analyze carrier documentation to ensure accurate processing of Personal Lines insurance policies.Manage various Personal Lines subprocesses including commission updates revenue tracking creation of renewal summaries processing transactions acros...

DescriptionRole Overview:The Advisor/Sr. Advisor will be responsible for managing operational processes related to Insurance products that provide coverage for financial risks associated with loans or credit facilities. This role involves creating and maintaining Insurance Management (IM) templates...

DescriptionPrincipal Duties/ResponsibilitiesReview and analyze carrier documentation to ensure accurate processing of Personal Lines insurance policies.Manage various Personal Lines subprocesses including commission updates revenue tracking creation of renewal summaries processing transactions acros...

Urgent Hiring In NBFC Industry !!!!Position: Manager – Finance & AccountsExperience: *Minimum 5 years of post-qualification experience in Finance / Banking / NBFC industrySalary: 12LPA (Negotiable)Qualification - Chartered Accountant (CA) .Location: CochinKey Responsibilities* Develop and oversee...

Positions Open: Financial Advisor/Investment SpecialistKey Responsibilities: investment products (MF FD Bonds & Debenture) to clients (prospective as well as existing) which may be of interest for them or which are on the approved list;2. Assist the client in aligning his or her investments as per h...

Your Team ResponsibilitiesKey support in financial analysis operations and managing product leads & functional stakeholders. Candidate will be part of FP&A team which is involved in tracking financials investments operating metrics building controls & enhancing transparency around the existing proce...

DescriptionAbout Citco:The market leader. The premier provider. The best in thebusiness. At Citco weve been the front-runner in our field since ourincorporation in 1948 led to the evolution of the asset servicing sectoritself. This pioneering spirit continues to guide us today as we innovate andexpa...

DescriptionYou are a strategic thinker passionate about driving solutions in Sales Support for Private Wealth Alternatives. You have found the right team.As a Sales Support Professional / Lead within our Private Wealth Alternatives APAC Team you will be responsible for setting and improving our orga...

Job Description: Manage clients through client visits suggest financial products to the clients and achieve business target. Responsible for product penetration and increasing clients wallet share. Identifying prospective clients & acquiring new clients. Candidate should have expe...

Job Title - Lead Financial Data Advisor Experience -10 years Location- Noida Uttar Pradesh Job Descriptiion- WHAT YOU WILL BE RESPONSIBLE FOR Create and maintain data standards (lookups mappings conventions and rules) data models and data ontologies (how are data objects related to...

Job Description - Wealth Manager HNI Sales Job Location- Mumbai CTC- Up to 20 LPA SUMMARY: - The Wealth 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 relatio...

Designation: Financial Advisor (Insurance Sales)Location: Ghansoli (Mahape- Navi Mumbai)Experience: 1-3 years (Sales experience preferred)Other Benefits: Incentives Annual Bonus Medical benefits.Min Qualification:- Graduate in any stream HSC with minimum one year on-Paper Experience. We are looki...

We are the leading provider of professional services to the middle market globally our purpose is to instill confidence in a world of change empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled inclusive culture and talent experience...

Client-Focused Wealth Experience:As a Wealth Product Manager you will assist in delivering wealth management experiences that connects advisor insights firm recommendations and client engagement opportunities. Your focus will be on helping shape solutions that enhance the client experience.Support D...

Client-Focused Wealth Experience:As a Wealth Product Manager you will assist in delivering wealth management experiences that connects advisor insights firm recommendations and client engagement opportunities. Your focus will be on helping shape solutions that enhance the client experience.Support D...

Role Overview RMs manage affluent portfolios acquire clients and deliver advice with the support ofAdvisors. Key Responsibilities 1. Client Management- Manage portfolios and reviews 2. Client Acquisition- Referrals- Network building 3. Advisory Execution- Work with Advisors- Document advice 4. CRM &...

Overview: TekWissen is a global workforce management provider that offers strategic talent solutions to our clients throughout India and world-wide. The below client is the global software quality assurance and testing services company specializing in software testing quality management and DevOps...

Company Details: Leading Treasury and Risk Management Advisory firm Role Overview: We are looking for a sharp detail-oriented Senior Analyst with 4-5 years of experience in investment research and wealth management. The candidate must have cleared CFA Level II or III and should possess strong know...

DescriptionYou are a strategic thinker passionate about driving solutions in Alternatives Fund Controller. You have found the right team.As an Alternatives Fund Controller Professional within the Alternatives Fund Management team you will define refine and deliver set goals for the firm. You will en...