4 Financial Investments Jobs

As a Client Coverage Role at CorpCare, you will be responsible for managing and acquiring client relationships with MSMEs, large corporates, family offices, and Startup treasuries in Bangalore, Mumbai, Pune, Delhi, and Ahmedabad. Your primary objective will be to drive growth and provide tailored financial solutions to our diverse clientele. To excel in this role, you should have a background in Mutual Fund Institutional Sales, preferably with experience in handling institutional clients for AMCs or similar platforms. Additionally, you should possess 2-8 years of experience as RM/BD in corporate banking, treasury management, asset management, or a related field. A strong understanding of MSME, corporate treasury, and UHNI/Family Office financial investment needs is essential. Your responsibilities will include serving as the primary point of contact for corporate clients, leading client acquisition and relationship management efforts, and ensuring growth targets and client satisfaction are met. You will also be tasked with managing client investment portfolios, advising on risk management, liquidity strategies, and capital deployment. Successful candidates will demonstrate proficiency in client acquisition/relationship management, strategic advisory in financial investments, and expertise in managing investments, liquidity, and risk management strategies. Strong communication and negotiation skills, along with boardroom-level presentation experience, are necessary for this role. A CA, MBA, or CFA qualification is preferred. In summary, as a Client Coverage Role at CorpCare, you will play a crucial role in driving growth, delivering financial solutions, and ensuring client satisfaction across our diverse clientele.,

As a Client Coverage Role at CorpCare, you will be responsible for managing and acquiring client relationships with MSMEs, large corporates, family offices, and Startup treasuries in Bangalore, Mumbai, Pune, Delhi, and Ahmedabad. Your primary goal will be to drive growth and provide customized financial solutions to CorpCare's diverse client base. To be successful in this role, you should have a background in Mutual Fund Institutional Sales, preferably with experience in handling institutional clients for AMCs or similar platforms. You should possess 2-8 years of experience as an RM/BD in corporate banking, treasury management, asset management, or a related field. A strong understanding of MSME, corporate treasury, and UHNI/Family Office financial investment needs is essential. Your responsibilities will include serving as the main point of contact for corporate clients, leading negotiations, strategic reviews, and contract finalization. You will be tasked with client acquisition and relationship management, focusing on MSMEs, large corporates, and family offices. It will be your duty to ensure the achievement of growth targets, revenue generation, and client satisfaction. Additionally, you will be expected to build and oversee a team dedicated to client acquisition, service, and product delivery. In terms of investments and products, you will manage client investment portfolios, provide advice on risk management, liquidity strategies, and capital deployment. You will also supervise investment and research analyst teams to ensure appropriate product diligence. Collaboration with investment committees and client boards will be necessary to deliver high-level financial solutions and maintain strategic alignment. Monitoring market trends and competitive activities will also be part of your role to refine acquisition and retention strategies. To qualify for this position, you should have strong communication and negotiation skills, including experience in presenting at the boardroom level. A CA, MBA, or CFA qualification would be beneficial for this role. Join CorpCare in revolutionizing corporate treasury surplus fund management and asset management by leveraging your expertise to drive client relationships and financial solutions.,

You will be joining CorpCare as a Client Coverage Role in locations like Bangalore, Mumbai, Pune, Delhi, and Ahmedabad. CorpCare is a unique all-in-one corporate treasury surplus fund management and asset management platform based in Mumbai. They offer a single window solution for corporates, family offices, and HNIs to formulate and manage treasury management policies. The portfolio management advisory system provides assistance in conducting reviews with investment committees and the board. Your main responsibility will be to manage and acquire client relationships with MSMEs, large corporates, family offices, and Startup treasuries in and around Pune, Delhi, Ahmedabad, Bangalore, and Mumbai. Your role is crucial in driving growth and delivering tailored financial solutions to CorpCare's diverse clientele. To excel in this role, you should have a background in Mutual Fund Institutional Sales and preferably have experience in handling institutional clients for AMCs or similar platforms. You should possess 2-8 years of experience as an RM/BD in corporate banking, treasury management, asset management, or related fields. It is essential to have a strong knowledge of MSME, corporate treasury, and UHNI/Family Office financial investment needs. A proven track record in client acquisition/relationship management and strategic advisory in financial investments, especially treasury management, is highly valued. You must also have expertise in managing investments, liquidity, and risk management strategies. Strong communication and negotiation skills are essential, with experience in boardroom-level presentations. A CA, MBA, or CFA qualification is preferred. Your key responsibilities will include relationship management and business development. You will serve as the primary point of contact for corporate clients, handling negotiations, strategic reviews, and contract finalization. Leading client acquisition and relationship management efforts targeting MSMEs, large corporates, and family offices is crucial. Ensuring growth targets, revenue generation, and client satisfaction are met will be part of your responsibilities. You will also be responsible for building and managing a team focused on client acquisition, service, and product delivery. Additionally, you will be managing client investment portfolios, advising on risk management, liquidity strategies, and capital deployment. Overseeing investment and research analyst teams for appropriate product diligence and advice is also a key responsibility. Collaboration with investment committees and client boards to deliver high-level financial solutions and ensure strategic alignment is expected. Monitoring market trends and competitive activities to refine acquisition and retention strategies is also part of your role.,

As an Operations Executive, you will play a crucial role in overseeing and managing day-to-day operational activities related to investment transactions. Your responsibilities will include managing the back-office activities of the Mutual Fund Distributor, handling documents for various investment products such as mutual funds, and other financial products. Additionally, you will be responsible for creating profiles of investors, punching timely online transactions, and ensuring accurate data management for portfolios along with daily database maintenance. To excel in this role, you should be quick in learning new systems and possess a basic understanding of financial investments. The ideal candidate should have at least 2 years of experience in operations and a total of 2 years of work experience. The job type is full-time and permanent, with benefits including cell phone reimbursement, paid sick time, and a quarterly bonus. The work schedule for this position is a day shift with a fixed schedule. The work location will be in person, requiring your physical presence to effectively carry out the responsibilities associated with this role.,