...- Provide client consultation to develop investment objectives - Atleast 1-4yrs of experience working in Banks/Fintech companies is mandatory - Provide advice and guidance for investment opportunities to customers -...
...office and treasury of all businesses (Anmol Industries, Anmol Real Estate, Anmol Philanthropy and Anmol Family Office) of Anmol Group... ...creation) for the investments to be done
Manage...
Job Role
. To ensure active management of clients & achieve the targetactive AUM
. To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
. To provide regular updates to the ...
...reach of investment ideas/stock calls initiated
. Keep abreast of the market news, financial trends and current affairs
. To attend post result con-calls, analyst meets for improved client servicing.
...
...investment related accounts. Accounts, analyzes, reports, and presents assets held for investment which may include foreign investments, mortgage loans, limited partnerships, cash equivalents, investment income, sec...
...Job Summary:
Service Delivery Managers are responsible for establishing, maintaining, and managing strong relationships with Clearwater's clients, serving as the main point of contact and ensuring ongoing client ...
...Qualifications
~3-8 years of Investment Compliance experience
~ Understanding of Investment Company Act of 1940, Investment Advisor's Act, U.K. and European regulatory framework, such as various UCITS rules
~ ...
...Manager - Mortgage Origination & Servicing - BFS032103
With a startup spirit and 115,000+ curious and courageous minds, we have the expertise... ...for investment which may include foreign ...
Company Description
Property 10X is a real estate consultant company located in Noida. The company provides services in property sales, property management, and property investment training. Property 10X aims to help individuals and organizations...
Job Role
. To ensure active management of clients & achieve the targetactive AUM
. To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
. To provide regular updates to the ...
