3891 Investment Jobs

In this role at Planify Capital, you will be a vital part of the finance team, focusing on financial planning & analysis (FP&A), investment monitoring, reporting, and strategic decision-making. Your contribution will be crucial, especially considering the requirement of CFA Level III clearance. If you perform well during the 3-month internship, there is a possibility of conversion to a full-time position. **Key Responsibilities:** - Assist in preparing monthly & quarterly financial reports, dashboards, and presentations for senior management. - Build, update, and maintain financial models to support business units and investment decisions. - Analyze business performance through variance anal...

Develop and execute sales plans to meet goals Lead, train, and motivate the sales team Build and maintain strong client relationships Identify new business opportunities and market trends Monitor sales performance and report results to management Required Candidate profile Graduation is mandatory 1+ Year of experience in sales & marketing in any field Local candidates required Willingness to work in field Contact for more Info.: 8460377032 | Ayushi

Identify & approach potential business clients through various channels Understand client requirements & propose suitable solutions Build & maintain long-term relationships Meet &exceed assigned sales targets Identify trends & opportunities Required Candidate profile Graduation is mandatory 3+ Year of experience in sales & marketing in any field Local candidates required Willingness to work in field & manage team hiring Contact for more Info.: 8460377032 | Ayushi

Investment Specialist (IS) Leading Public Sector Bank Location: Pan India Experience: Minimum 6 years (Post-qualification) Education: Post Graduate / CA / CFA or equivalent Industry: Banking / Financial Services / Wealth Management Functional Area: Investment Advisory / Wealth Management / Relationship Management Employment Type: Full Time, Permanent Job Description A leading Public Sector Bank is inviting applications from experienced professionals for the role of Investment Specialist (IS) in its Wealth Management vertical. The position offers an excellent opportunity to work in a dynamic environment providing investment advisory services to high-net-worth and retail clients. Key Responsib...

Investment Specialist (IS) Leading Public Sector Bank Location: Pan India Experience: Minimum 6 years (Post-qualification) Education: Post Graduate / CA / CFA or equivalent Industry: Banking / Financial Services / Wealth Management Functional Area: Investment Advisory / Wealth Management / Relationship Management Employment Type: Full Time, Permanent Job Description A leading Public Sector Bank is inviting applications from experienced professionals for the role of Investment Specialist (IS) in its Wealth Management vertical. The position offers an excellent opportunity to work in a dynamic environment providing investment advisory services to high-net-worth and retail clients. Key Responsib...

Identify new market pockets for expansion Create awareness & product visibility in market Coordinate with retailers & distributors (if applicable) Support field activities like stall setups or roadshows Track field results & share weekly insights Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Job Responsibilities- * Increasing the client base, revenue and market share in the branch. * Ensuring Dealer Productivity is as per the defined standards * Manage relationships across the set of HNI clients and Corporate investors

We are currently hiring a Bancassurance Officer in the banking Sales Department, where you need to work on 100% leads provided by the bank and sell the life insurance policy to the client by setting up a meeting and closing the deal on the spot. Required Candidate profile 6-12 months of sales/marketing experience Graduate or above If someone from the banking / bfsi/Insurance industry should be a big plus Ready to work on a leads basis Sales to sales on bank

• Support Sales Manager in meeting targets • Lead and motivate the sales team • Track performance and guide team members • Handle customer issues and escalations • Prepare and share sales reports • Ensure smooth daily sales operations Required Candidate profile Any graduate with min 1 year of sales experience Good communications skills Convincing Power Share CV at- Call / WhatsApp - 8799459860 Sr HR Janvi G Perks and benefits On Roll - Full Time Insurance Career Mediclaim

• Support Sales Manager in meeting targets • Lead and motivate the sales team • Track performance and guide team members • Handle customer issues and escalations • Prepare and share sales reports • Ensure smooth daily sales operations Required Candidate profile Any graduate with min 1 year of sales experience Good communications skills Convincing Power Share CV at- Call / WhatsApp - 8799459860 Sr HR Janvi G Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Work at a branch to promote and sell life insurance policies to walk-in and existing customers, branch-provided leads, and by generating your own leads. Customer visits in the market or field may be required as part of the sales process. Required Candidate profile Education: Graduate Age Limit: 21 to 40Years Experience : Banking Sales (BFSI) Perks and benefits Good Incentive Life Insurance Gratuity PF

Recruit, train, and manage a team of sales professionals. Plan daily field work and ensure team achieves assigned targets. Maintain strong market presence and customer relationships. Track performance and provide regular reporting to management. Required Candidate profile Requirements: Minimum 1–3 years of sales experience (field sales preferred). Strong communication and team handling skills. Nisha : 904750213

SUMMARY Objectives The Mortgage Investor Reporting Analyst plays an important role in the organization by performing several activities related to the Loan Servicing functions. The role is primarily responsible, under general supervision, for performing several reporting related tasks in support of the department, such as, remittance reporting, balancing, preparing reports, maintaining accurate records, identifying payment discrepancies, providing analysis, etc. The Mortgage Investor Reporting Analyst is responsible for the accurate and timely reporting and remittance of mortgage payments to the investors in their assigned portfolio. They are required to review remittance reports, ensure the...

Strategize, implement & maintain program initiatives that adhere to organizational objectives Develop program assessment protocols for evaluation and improvement Maintain organizational standards of satisfaction, quality, and performance Oversee multiple project teams, ensuring program goals are reached Manage budget and funding channels for maximum productivity Work closely with project sponsor, cross-functional teams, and assigned project managers to develop the scope, deliverables, required resources, work plan, budget, and timing for new initiatives Manage program and project teams for optimal return on investment, and coordinate and delegate cross-project initiatives Identify key requir...

• Support Sales Manager in meeting targets • Lead and motivate the sales team • Track performance and guide team members • Handle customer issues and escalations • Prepare and share sales reports • Ensure smooth daily sales operations Required Candidate profile Any graduate with min 1 year of sales experience Good communications skills Convincing Power Share CV at- Call / WhatsApp - 8799459860 Sr HR Janvi G Perks and benefits On Roll - Full Time Insurance Career Mediclaim

• Support Sales Manager in meeting targets • Lead and motivate the sales team • Track performance and guide team members • Handle customer issues and escalations • Prepare and share sales reports • Ensure smooth daily sales operations Required Candidate profile Any graduate with min 1 year of sales experience Good communications skills Convincing Power Share CV at- Call / WhatsApp - 8799459860 Sr HR Janvi G Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Manage customers and ensure satisfaction Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Graduate with min 1 year of sales exp Good communication skills Leadership/Convincing skills Understanding of client requirement Share CV at Riya@theinfinityspace.com / 93132 41521 Sr HR Riya Perks and benefits On Roll with Axis Group Career Growth Mediclaim

Manage customers and ensure satisfaction Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Graduate with min 1 year of sales exp Good communication skills Leadership/Convincing skills Understanding of client requirement Share CV at Riya@theinfinityspace.com / 93132 41521 Sr HR Riya Perks and benefits On Roll with Axis Group Career Growth Mediclaim

Manage customers and ensure satisfaction Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Graduate with min 1 year of sales exp Good communication skills Leadership/Convincing skills Understanding of client requirement Share CV at Riya@theinfinityspace.com / 93132 41521 Sr HR Riya Perks and benefits On Roll with Axis Group Career Growth Mediclaim

Position Overview Position Title Relationship Manager - AUM Department Direct Distribution Level/ Band Officer Role Summary : The Associate Relationship Manager (ARM) is responsible for driving sales and achieving business targets related to life insurance products. They lead a team and collaborate closely with them to meet sales goals. The ARM plays a crucial role in expanding TATA AIA s customer base and ensuring timely policy issuance. Organizational Relationships Reports To Sales Manager Supervises Part Time Hires Job Dimensions Geographic Area Covered Location Specified Stakeholders Internal DSF, Stakeholder, Operations Stakeholders External Vendor, Customers, Hires Key Result Areas Bus...

l - Student Welfare: Understand community profile and orient teachers about community and parents Collating complete student and parent information at the time of admission Identifying, monitoring, tracking and solving issues linked to student attendance, punctuality and retention through regular home visits Providing intensive support to difficult students - via investment of stakeholders Ensuring our students avail of all required services outside school - such as medical check ups, documentation (caste certificates, income certificates, etc), scholarships, LD testing, etc Conducting Socio-Emotional Learning classes in school ll- Parent Engagement: Plan the parent engagement strategy with ...

About WPP Media WPP is the creative transformation company. We use the power of creativity to build better futures for our people, planet, clients and communities. For more information, visit wpp.com. WPP Media is WPP s global media collective. In a world where media is everywhere and in everything, we bring the best platform, people, and partners together to create limitless opportunities for growth. For more information, visit wppmedia.com At WPP Media, we believe in the power of our culture and our people. It s what elevates us to deliver exceptional experiences for both our clients and each other. In this role it will be critical to embrace WPP & WPP Media s shared core values: Be Extrao...

Company : Leading General Insurance Firm. Role : AM / DM - Investment Dealer. Experience : 2-5 years of relevant experience in Dealing in a variety of fixed income, Buy/sell. Qualification: Graduate / Post Graduate. Location : Mumbai. Role & Responsibilities: Dealing in a variety of fixed income instruments, viz. Buy and sell, i.e dealing in fixed income securities like CPs, CDs, NCDs, GSecs, TBills, SDLs, TREps, CBLO, etc Provide market intelligence, analyze trends, and disseminate information to fund managers. Actively work with CIO/Fund Managers to analyze macro and micro economic relevant factors affecting movement of rates and pricing across tenors and credit profiles. Coordination with...

We are looking for a courteous and detail-oriented Service Delivery Officer (SDO) to manage personalized service requests and ensure smooth operational support for high net worth customers. The role involves coordinating with internal teams, maintaining compliance standards, and delivering timely business insights through MIS reporting. The ideal candidate will have strong communication skills, a customer-first mindset, and a solid understanding of banking processes. Handle personalized service requests from customers across segments Generate and deliver timely business MIS reports Ensure strict compliance with audit, regulatory, and internal banking policies Coordinate with CPC/RPC/Investme...

The Premier Acquisition Manager Business Banking is responsible for acquiring and managing high-value Current Account (CA) customers and driving business banking product penetration. The role involves sourcing new-to-bank customers, building family banking relationships, and generating revenue through cross-sell and third-party products. The candidate should have strong customer orientation, high energy levels, and prior experience in sourcing and managing business banking clients. Achieve business objectives for Retail Liabilities Sales at the branch level, focusing on value, volume, and channel productivity. Source and onboard high-value Current Account customers and their family banking r...