Funds and Trusts Jobs in India

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...

DescriptionWe are seeking a detail-oriented and proactive Royalty Contracts Assistant to join our Contracts Team within the Rights and Royalties department. This role offers an excellent opportunity for individuals with limited or some years of experience to contribute to the seamless processing of...

Ready to build the future with AIAt Genpact we dont just keep up with technologywe set the pace. AI and digital innovation are redefining industries and were leading the charge. Genpacts AI Gigafactory our industry-first accelerator is an example of how were scaling advanced technology solutions to...

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...

Company Profile:Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over $7 trillion under management and is one of the worlds largest netw...

At EY were all in to shape your future with confidence.Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help to build a better working world.Job purpose:Business Analyst professionals with expertise and prior work e...

Purpose of the JobAssist in the valuation and risk analysis of new projects (including review of financial models) and thepreparation of financing plans selection of funding sources / banks structuring and execution ofacquisitions and project financings.Key Accountabilities: Prepare and be responsib...

Job Description: l Client Relationship Management: Build and maintain long-term relationships with clients acting as a trusted advisor to understand and address their financial goals. Strategic Financial Planning: Develop personalized strategies covering investments tax optimization retiremen...

Job Description: Develop and manage client investment portfolios. Conduct financial assessments and recommend suitable products. Monitor market trends and adjust strategies accordingly. Build and maintain strong client relationships. Ensure compliance with financial regulations and c...

SALARY UPTO-8 LPAJob Title: Wealth Manager - MumbaiJob Responsibility *Fundraising Support:* Assist in end-to-end fundraising activities for the primary fund and portfolio (investee) companies including preparing pitch books information memoranda and supporting due diligence processes. *Investor Sou...

About this roleOverview:Aladdin is uniquely positioned to address the industrys risk management portfolio construction and financial technology demands. The various business departments within Aladdin are focused on providing clients with highly scalable portfolio analytics & risk management liabili...

We are looking for candidates who are aspiring to build career in financial advisory industry. We have opening for Investment Specialist (Financial Advisor). Our core product offering is mutual fund FD Govt. Bonds Debenture etc.Company Profile: We are a one-stop financial services shop widely known...

Job Description: Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes Mutual Funds Bonds etc.). them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria...