Investor Onboarding - Mumbai City

We're Hiring | Operations – Investor Onboarding | GIFT City · We are looking for a detail-oriented Operations/Admin professional to support investor onboarding and fund administration activities , GIFT City. · ...

As a Channel Sales Manager (B2B), you will play a critical role in expanding the Scale100X ecosystem by acquiring and onboarding franchise and channel partners across India. · ...

· JOB Role: Channel sales · Review Criteria · Mandatory · Strong Channel Sales / Strategic Partnerships Profile · Mandatory (Experience 1) - Must have 2 years of experience in Channel Sales or Strategic Partnerships within Wealth Management, AMC, Fintech, Insurance, or investmen ...

This position is an on-site role. We'll be only screening applications able to commute or relocate. · About · iRecord is a rapidly growing WealthTech company that simplifies Investment accounting, portfolio tracking serving indian investing community widely used by Chartered Acc ...

We are looking for a Product Specialist who will deeply understand our platform and become the bridge between our product, sales, and customers. · This role involves leading product demos, answering user queries, · training customers, and representing company at webinars, · semin ...

We are seeking experienced Wealth Relationship Managers with a strong background in financial product sales and wealth management. · Bachelor's degree in Any field (Finance or Management background preferred) · ...

You are a strategic thinker passionate about driving solutions in Client Account Management. You have found the right team. · ...

You are a strategic thinker passionate about driving solutions in Client Account Management. You have found the right team. · As a Client Account Management Professional / Lead within our Asset Management Client Service Organization, you will be responsible for setting and improv ...

Overall Experience - 4 to 7 years only · Notice Period Requirement: 30 Days (Maximum) · Working Days: 6 Days from office · About the Role: · We are seeking a highly driven and strategic Manager - Investment (Startup Fundraising) to lead fundraising, manage investor relationships, ...

Deliver innovative deal solutions to clients. · Provide advice and support from initiation through to deal completion. · ...

We are looking for a highly driven Investment Manager – Startup Fundraising to lead investor engagement, · a fund-raising initiatives and portfolio growth. The role requires strong experience in · investor management capital raising and achieving revenue AUM targets within startu ...

BizDateUp Technologies is hiring an Investment Manager to lead startup fundraising and investor relationship management.BizDateUp Technologies is hiring an Investment Manager to lead startup fundraising and investor relationship management. · ...

This is an internship opportunity for Transaction Processing with a duration of 12 months. The job involves supporting daily processing and validation of client mutual fund transactions, data reconciliation, client onboarding and servicing, query resolution, reporting and adminis ...

You are a strategic thinker passionate about driving solutions in Asset Management Client Services. · ...

Establishing relationship with registered users, recommending mutual funds based on client's requirement, achieving sales target for mutual fund sales – SIP / Lump sum. · ...

Establish relationship with registered users based on client's requirement recommend mutual funds achieving sales target for mutual fund sales resolving client queries helping investors with mutual fund portfolio review connecting clients for regular portfolio and market updates ...

iRecord is seeking a Presales Executive who will deeply understand our platform and become the bridge between our product sales and customers. · ...

The job involves identifying and contacting potential investors via LinkedIn calls and emails qualifying leads scheduling meetings for senior managers maintaining CRM and supporting basic onboarding. · Identify and contact potential investors via LinkedIn calls and emails · Maint ...

Notice Period Requirement: 30 Days (Maximum) · Working Days: 6 Days from office · Key Responsibilities: · Partner Acquisition (The "Build" Phase)- · Identify & Prospect: Map out and target high-potential financial intermediaries (CAs, Wealth Managers, Boutique Investment Firms) a ...

Apollo is a high-growth, global alternative asset manager. · Develop, refine and execute streamlined operational processes to ensure timely and accurate settlement of reinsurance treaties including profit settlements and collateral obligations ...