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Leading Investment Bank looking for Associate Vice President.

Location: Delhi

Experience : 5-10 Years in Investment Banking or Investment advisory

Qualification: CA/ CFA/ MFA

Job Profile

Main responsibilities:

  1. Client coverage
  2. Investor management
  3. Coordination

This role requires a person to oversee the overall Compliance function along with the Legal department.


We are recruiting for a leading Investment Bank

Location: Delhi

Experience: 6+ years of experience in CRM, Banking Softwares, Wealth Management Platforms

Qualification: Graduation / Post Graduation

Job Profile:

1.Engage with clients proactively and be their single point of contact for all service-
related requirements.
2.Ensure timely and accurate processing of investment transactions for all
investment products i.e MF,PMS,Structured products,Bonds,NCD etc.
3.Record and generate MIS and engage with customers and provide a back-
end support to the relationship team.
4. Handling HNI customers while maintaining high standards of service
and managing escalations.

Job Requirement

  1. Familiarity with compliance of KYC, AMI, SEBI rules and customer risk profiling.
  2. Understanding of financial products like MF, bonds, NCD, Equity, PMS &
    Structured products.
  3. Excellent communication, networking and relationship building skills.
  4. AMFI /NCFM/NSDL certifications (desirable)


We are recruiting for a leading Investment Bank

Location: Delhi

Experience: 5-8 Years

Job Profile:

  • Be part of Transaction Execution team
  • Prepare financial analysis including trading / transaction comparable,
    financial benchmarking etc.
  • List all the information and documents needed from client based on
    investors requirement
  • Regular banker / investor co-ordination to understand and discuss
    initial queries viz-a-viz client queries.
  • Hand holding the Due Diligence and Information process with Big4,
    Legal, Valuation, Investors team.
  • Guide team members in pitch book preparation / IM preparation etc.


    • Must have Investor Co-ordination experience
    • At least 3 years of experience in Investment banking analyst/senior
      analyst role
    • Must have experience of preparing financial models independently


We are recruiting for leading Investment Bank

Location: Delhi

Experience: 6 – 20 Years

  • Role Summary:
    The Wealth Manager will be responsible for acquiring new HNI clients and maintaining
    the existing relationships by offering customized wealth management services. The
    key focus is on growing the book/AUM and generate revenue along with offering
    customized portfolio of investment products aligned to customer needs.
    Major responsibilities: 
  • To Provide financial solutions to Wealth Customers per the client’s risk-reward expectations.
  •  Increase the customer wallet share by cross selling the Investment Banking products (structured) and third-party investment products.
  • Comply with KYC/SEBI rules, regulations and legislation governing the financial industry.
  • Maintain high service standards with complete transparency, trust, and integrity.
  • Graduation/ post-graduation from a recognized institute.
  • AMFI/IRDA and NCFM certifications.
  • Good communication skills in English and the local language.
  • In-depth knowledge of the investment products & financial markets.
  • Ability to manage complex situations, handle pressure and meet deadlines.
  • Strong interpersonal,relationship and networking skills.


We are recruiting for leading Life Insurance Company.

Location: Bangalore, Chennai

Roles & Responsibilities:

In this role, the ALM will be responsible for the recruitment of Agency Leaders and help them to recruit Agents and drive business from them.

  • Quality AL recruitment
  • To meet potential people in the natural market
  • To persuade them to become advisers for AFLI by explaining the benefits and remuneration by creating win-win situation
  • To regularly hold the meetings with Branch Manager for training AL and advisors on various fronts
  • To assist AL and advisors in closing crucial sales call
  • To work as a coach for the team of AL and advisors
  • To renew the policy’s sold in earlier year for maintaining optimum persistence


  • A Graduate degree within the age group of 24 to 40 years, who has been a local resident for some time
  • At least 2 years experience of field sales.


We are recruiting for one of the preferred global Investment banking Company.

Location: Delhi, Ahmedabad, Jaipur & Chandigarh


The relationship manager will be responsible for nurturing HNI client relationship through continuous engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solution as per their requirements. The position entails client management and acquisition with a key focus on expanding the asset under management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience.

Key responsibility:

  • Provide financial solution to the Wealth Customers while maintaining high service standards
  • Maintain complete customer profile including risk profile, demographics, investment horizon & return expectations.
  • Enrich relationships and gain higher wallet share through customer engagement activities
  • Deepen the existing relationships by cross selling the Investment Banking products (structured) along with third party investment products
  • Identify potential customers who can be sold tailored products to enhance product penetration
  • Comply with KYC/SEBI rules, regulations and legislation governing the Bank
  • Acquire new customers
  • Achieve targets as assigned by the organization on a monthly basis
  • Record and track all engagement activities through the CRM system


Optimal qualification for success on the job is:

  • Graduation/ post-graduation from a recognized institute
  • AMFI and NCFM certifications
  • 6-10 years managing high net worth clients

Role proficiencies:

 For successful execution of job, the candidate should possess the following

  • Good communication (both verbal and written) skill in both English and the local language
  • In-depth knowledge of the investment products and services
  • Ability to manage complex client situations
  • Ability to handle pressure and meet deadlines
  • Good networking and relationship building skills


We are recruiting for one of the preferred courier / freight brands in India with the largest network of delivery destinations.

Location: Surat, Vapi, Baroda

Role & Responsibilities:

Need a candidate with corporate sales experience (Mandatory)

  • To achieve set targets and contribute to development and growth of business performing the role of an Account Manager, Collections also the key parameter.
  • Plan new/existing contacts for customer retention, penetration and proactively meeting customer requirements/problem resolution.
  • Work with other internal department/teams to resolve customer queries/issues to meet customer satisfaction/service levels.
  • Should have a proven leadership skills and handling a team.
  • Collect & Communicate market/competition information and implement business development initiatives.
  • Candidates with less experience could be considered if they have an exceptional sales track

record. Corporate Sales, B2B Concept.

  • Will be responsible for Generating New Business in the assigned Region.
  • Will be responsible for Increasing the Market Share of the Company in the assigned Region.
  • Cross Selling of all Products -LTL/ Express / Ecom/ International
  • Market Intelligence / Market Survey.
  • Ensuring Smooth Collection from all Customers
  • Retention of Existing Clients.
  • Yield Management / Good interpersonal skill / Good presentation Skill.
  • Responsible for the growth of Gujarat region.
  • Aggressive on field sales

Desired Candidate Profile

  • At least 4-5 Years of working experience in B2B sales & Corporate Sales
  • Must have two/four wheeler with Valid License.
  • Good Communication Skill & Good Personality.