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  • by direct coverage of individuals, HNIs and UHNIs. Ensuring on boarded investors make continuous investments. Managing the channel of investment advisors, mutual fund distributors, insurance agents, chartered accountants, wealth managers, etc for onboarding investors and generating investments. Managing

  • by direct coverage of individuals, HNIs and UHNIs. Ensuring on boarded investors make continuous investments. Managing the channel of investment advisors, mutual fund distributors, insurance agents, chartered accountants, wealth managers, etc for onboarding investors and generating investments. Managing

  • by direct coverage of individuals, HNIs and UHNIs. Ensuring on boarded investors make continuous investments. Managing the channel of investment advisors, mutual fund distributors, insurance agents, chartered accountants, wealth managers, etc for onboarding investors and generating investments. Managing

  • Expenses, VAT & Income Tax Return, TDS, Cash Work, Office Correspondence and admin. - Sales and purchases registers - Monthly Bank Reconciliation Statement (BRS) - Periodical reconciliation of various ledger accounts - Preparation of MIS - Receivables & Payables Management Job Type: Full-time

  • centric approach and ensure that they are serviced well. Ensure that customer trades actively after opening the trading account. Desired Skills: A Thorough understanding of financial markets, their behavoir, movements and expectations with respect to market. Good understanding of financial products

  • centric approach and ensure that they are serviced well. Ensure that customer trades actively after opening the trading account. Desired Skills: A Thorough understanding of financial markets, their behavoir, movements and expectations with respect to market. Good understanding of financial products

  • centric approach and ensure that they are serviced well. Ensure that customer trades actively after opening the trading account. Desired Skills: A Thorough understanding of financial markets, their behavoir, movements and expectations with respect to market. Good understanding of financial products

  • centric approach and ensure that they are serviced well. Ensure that customer trades actively after opening the trading account. Desired Skills: A Thorough understanding of financial markets, their behavoir, movements and expectations with respect to market. Good understanding of financial products

  • Financial Advisor

    Karvy Stock Broking Limited

    Hyderabad / Secunderabad, Andhra Pradesh

    Purpose of role: The role would demand sales of Equity products to customers (both Retail & HNI). Key Responsibilities: ∞ Acquire new clients for Demat & Trading accounts through networking, data base and references. ∞ End to end customer relationship management. ∞ Meet Non-Trading Customers ∞ Graduate/PG graduate with 1 to 3 years of sales experience from BFSI/NBFC background ∞ A thorough understanding of financial ...

  • GAV/NAV Package Market Value Reconciliation, Expense Accounting including Management Fee, Admin Fee and Incentive Fee, Dividend Accrual Reconciliation, Bond Coupon Accrual Reconciliation, Confirming Trial Balance ledgers tie-up with various sub-ledgers, Cost Roll Forward, Monitoring Capital Activity ...

  • regular interactions with the P&L owners from the client side Prospecting and sourcing of new strategically important partnerships. Ensuring that the new relationships are smoothly on-boarded on in coordination with Credit & Risk, Technology, Operations, and Accounts. Concept Selling of multiple value

  • regular interactions with the P&L owners from the client side Prospecting and sourcing of new strategically important partnerships. Ensuring that the new relationships are smoothly on-boarded on in coordination with Credit & Risk, Technology, Operations, and Accounts. Concept Selling of multiple value

  • CTC - Senior Executive - 6 LPA to 6.5 LPA Senior Financial Analyst - 12 LPA to 12.50 LPA Job Profile : Managing team of 4-5 people Dealing/liasioning with external parties - customers/vendors including exchange of data,performing reconciliations etc Performing Month End reporting and Book Qualification and Skillset: Minimum 2-3 years experience in handling AR operations Handled Team size of minimum 4-5 ...

  • receivables etc. 6. Monitoring of revenue and expenditure to maximise the profits for the Group Companies. 7. Coordination with the banks and other financial institutions where ever the group is having relationships to ensure proper submissions of all documents, data required for the smooth operations

  • and reports to provide accurate and timely financial recommendations to management for decision making purposes 10. Supporting Senior Management Team and Departments heads with in-depth analysis 11. Prepare presentations to Board of Directors and Senior Management Team Qualifications: 1. Bachelor's Degree in Accounting or Finance; MBA highly preferred 2. 6+ years experience as Manager or Director of ...

  • and reports to provide accurate and timely financial recommendations to management for decision making purposes 10. Supporting Senior Management Team and Departments heads with in-depth analysis 11. Prepare presentations to Board of Directors and Senior Management Team Qualifications: 1. Bachelor's Degree in Accounting or Finance; MBA highly preferred 2. 6+ years experience as Manager or Director of ...

  • Acquire new clients for Demat & Trading accounts through networking, data base and references. End to end customer relationship management. Meet Non-Trading Customers and activate them. Sell online accounts to customers and encourage them to trade online. Have a customer centric approach and ensure

  • Acquire new clients for Demat & Trading accounts through networking, data base and references. End to end customer relationship management. Meet Non-Trading Customers and activate them. Sell online accounts to customers and encourage them to trade online. Have a customer centric approach and ensure

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