Investment Specialist Planify Capital Limited

3.0 - 7.0 years

0 Lacs

haryana

On-site

We are seeking an experienced Investment Banker professional to become a valuable addition to our team. Your main task will be to convert potential leads into business opportunities, manage relationships with investors efficiently, and provide support for financial communication strategies. Your role will be crucial in establishing and nurturing positive connections with both high-net-worth individuals and institutional investors. Your responsibilities will include converting potential investor leads into successful business relationships by cultivating strong, trust-based connections. You will be responsible for conveying financial performance, market trends, and business updates to investors, as well as addressing investor inquiries and maintaining consistent communication to foster long-term relationships. Collaboration with internal teams to ensure the effective fulfillment of investor needs will also be part of your role. You will be expected to monitor investor feedback and provide insightful reports to the management team, while staying informed on industry trends, market dynamics, and the financial landscape to enhance investor relations. Qualifications: - Possession of a postgraduate degree in Finance, Business, Economics, or a related field. - Demonstrated experience in investor relations, financial services, or a related industry. - Profound understanding of financial statements, capital markets, and investment principles. - Strong communication and interpersonal skills, with the ability to effectively present complex financial information. - Capability to convert leads into tangible business opportunities. - Strong analytical and problem-solving skills. Preferred Skills: - Experience in client engagement and lead generation. - Familiarity with investment instruments, market trends, and financial compliance. - Good understanding of share market trends. - Previous experience in client communication and client handling. Preferred Certificates: - NISM Series-XV: Research Analyst Certification - NISM Series XIX-C: Alternative Investment Fund Managers Certification - NISM Series XIX-B: Alternative Investment Funds (Category III) Distributors Certification,

Posted 3 days ago

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Wealth Relationship Manager | SBI CAP Securities | Nashik Sbicap Securities

3.0 - 5.0 years

3 - 4 Lacs

Nashik

Work from Office

Wealth RM : Role & responsibilities 1. Liaising with Wealth RMs 2. Regular Visit to SBI Wealth Branches and Liaising with bank officials. 3. Responsible for new Wealth client acquisition 4. Marketing & Training Wealth RMs on Demat and trading a/c 5. Running the daily deliverable activities of the business ensuring achievement of KPIs and quality of service focus areas being : Client Acquisitions & Activations Preferred candidate profile 1 - 3 years Experience in Selling Financial Products * Age 24 to 35 years * MBA Freshers who are presentable and have excellent communication skills can apply

Posted 2 months ago

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Investment Banking Analyst / Associate Nexus Hr Consultants

4 - 9 years

10 - 20 Lacs

Chennai

Work from Office

Leading M&A and Private Equity transaction executions end to end, Should have exposure to Financial services and fintech space. Lead preparation of pitch/ discussion decks, Client management on executions. Preparation of collaterals Teasers Info Memo

Posted 2 months ago

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