3891 Investment Jobs - Page 10

Role Overview: You will be responsible for program planning and implementation, mentorship and coaching of startups, resource management, evaluation and reporting, networking and relationship building, investment and venture capital engagement, as well as events, sponsorships, and ecosystem engagement. Your key focus will be on supporting startup development, fostering relationships with key stakeholders, and creating funding opportunities. Key Responsibilities: - Work closely with entrepreneurs and internal teams to understand and meet the needs of entrepreneurs - Develop and execute programs, including idea generation, selection, and mentorship - Plan, organize, and execute events, worksho...

Role & Responsibilities:- - Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers. - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet - Generating Incremental Business. - Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. - Increase CASA balance in allocated portfolio either through Deepening or Acquisition. ...

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...

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

- Have good awareness of Corporates with entry point links in those corporates. Good Communication Presentation Skills required since he will be focusing on core corporates for Digital Banking. Cross sells bank products to existing set of Corp Sal customers which are mapped. Handle Investment and Insurance requirements of clients Informs customers of new products or product enhancements to further expand the banking relationship. Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products. Goes beyond the professional need of the customer by providing other products - enhancement of customer value Maintains complete relationship recor...

We seek a dynamic Equity-Focused Financial Analyst with strong experience in analyzing PMS, AIFs, and Mutual Funds. You ll conduct deep equity research, build and maintain financial models, perform fundamental technical due diligence, and produce insightful reports to support investment decisions. ______________ Key Responsibilities Equity Research Investment Analysis Conduct fundamental analysis using company financials, industry trends, sectoral analysis and valuation Develop initiation and earnings update reports, sector briefs, and investment recommendations. PMS, AIF, and Mutual Fund Oversight Analyze and monitor fund performance, NAV movements, portfolio composition, and manager strate...

Job Description Developing and successfully managing a roadmap for new projects that will enable you to deliver your innovation strategy. Studying the companys financial data to give advice for guiding business investments and overall financial strategy. Studying industry-specific business trends and research data. Writing data-backed reports to support the management team in taking strategic business decisions. Developing financial models that forecast business outcomes and profits. Measuring financial risk associated with investment decisions. Sills and Qualifications Bachelors degree, preferably with a major in finance, economics or statistics. MBA would be preferred though. Proven experi...

DHARLA GLOBAL SOLUTIONS PRIVATE LIMITED is looking for Accountant to join our dynamic team and embark on a rewarding career journey Complying with all company, local, state, and federal accounting and financial regulations. Compiling, analyzing, and reporting financial data. Creating periodic reports, such as balance sheets, profit & loss statements, etc. Presenting data to managers, investors, and other entities. Maintaining accurate financial records. Performing audits and resolving discrepancies. Computing taxes. Keeping informed about current legislation relating to finance and accounting. Assisting management in the decision-making process by preparing budgets and financial forecasts. D...

Have good awareness of Corporates with entry point links in those corporates. Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking. Cross sells bank products to existing set of Corp Sal customers which are mapped. Handle Investment and Insurance requirements of clients Informs customers of new products or product enhancements to further expand the banking relationship. Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products. Goes beyond the professional need of the customer by providing other products - enhancement of customer value Maintains complete relationship recor...

We are looking for a highly skilled and experienced Specialist Legal to join our team in the IT Services & Consulting industry. The ideal candidate will have a strong background in legal compliance and risk management, with excellent analytical and problem-solving skills. Roles and Responsibility Develop and implement effective legal strategies to mitigate risks and ensure compliance with regulatory requirements. Conduct thorough legal research and analysis to provide informed guidance on complex legal issues. Collaborate with cross-functional teams to identify and address potential legal risks and opportunities. Draft and review contracts, agreements, and other legal documents to ensure com...

We are looking for a highly skilled and experienced Virtual Relationship Manager (VRM) to join our team at EOSGlobe, a leading player in the banking industry. The ideal candidate will have a strong background in managing client relationships and driving business growth. Roles and Responsibility Develop and implement effective relationship management strategies to drive business growth. Build and maintain strong relationships with clients to understand their needs and provide tailored solutions. Identify new business opportunities and develop plans to pursue them. Collaborate with internal teams to ensure seamless delivery of services to clients. Analyze market trends and competitor activity ...

Wealth Specialists INTERNAL USAGE: No. of Vacancies: 1 Reports to: Regional Investment Counselor Is a Team leader? Y/N Team Size: Grade: SM/AVP Business: Retail Banking Department: Affluent Business Sub - Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless to...

Wealth Specialists INTERNAL USAGE: No. of Vacancies: 1 Reports to: Regional Investment Counselor Is a Team leader? Y/N Team Size: Grade: SM/AVP Business: Retail Banking Department: Affluent Business Sub - Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless to...

About Company Founded in 2011, ReNew, is one of the largest renewable energy companies globally, with a leadership position in India. Listed on Nasdaq under the ticker RNW, ReNew develops, builds, owns, and operates utility-scale wind energy projects, utility-scale solar energy projects, utility-scale firm power projects, and distributed solar energy projects. In addition to being a major independent power producer in India, ReNew is evolving to become an end-to-end decarbonization partner providing solutions in a just and inclusive manner in the areas of clean energy, green hydrogen, value-added energy offerings through digitalisation, storage, and carbon markets that increasingly are integ...

Lead Financial Analyst: Elevate Your Impact Through Innovation and Learning Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. Our team of over 4, 500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets like Colombia, the Middle East,...

Key Responsibilities Lead the financial planning & analysis (FP&A) process: budgeting, forecasting, variance analysis, and scenario modelling. Prepare and present monthly/quarterly management financial reports to senior management: profit & loss, balance sheet, cash flow, key metrics, variance explanations. Analyse business performance drivers (sales, cost of goods sold, overheads, working capital) and translate them into actionable insights. Work closely with operations/plant sites to monitor cost controls, capital expenditures and productivity metrics. Develop financial models for new projects / expansions / investments, including ROI, payback, IRR analyses. Improve financial processes & s...

Hi, Greetings from AVANI Consulting We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resu...

Role & responsibilities Building Relationship and driving sales along with increasing market share. Driving sales through different lead generation techniques and helping team members to achieve the sales Established and maintained strong relationships with key stakeholders, including UHNIs, HNIs, and Corporate clients. Analyzed client requirements and delivered personalized nancial planning solutions, resulting in increased client satisfaction and retention. Cross selling of a wide range of nancial products and services which includes Mutual Funds, Portfolio Management Services (PMS), Fixed Income Products, Alternative Investment Funds (AIFs), Structured Products and Stock Baskets to UHNIs,...

Identify & visit potential customers in your location Generate leads, present products/services, and close sales Maintain good relationships with existing clients Achieve monthly/quarterly sales targets Provide sales reports to the manager Required Candidate profile 1–3 years of experience in field sales Must have a two-wheeler and valid driving license Must be local Good communication, negotiation, and interpersonal skills Self-motivated and target-oriented

Compliance Manager: Elevate Your Impact Through Innovation and Learning Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. Our team of over 4, 500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets like Colombia, the Middle East, and...

Senior Analyst -Equity Research -Sell Side- APAC-Telecom sector: Elevate Your Impact Through Innovation and Learning Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. Our team of over 4, 500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emergin...

Job Title: Sales Executive Mutual Fund Department: Sales / Investment Advisory Location: [Insert Location] Experience: 1–4 years (Freshers with strong interest in mutual funds may also apply) Employment Type: Full-time Roles and Responsibilities: Promote and sell mutual fund products to retail and corporate clients. Develop and maintain relationships with existing investors and acquire new clients. Explain mutual fund schemes, NAV performance, SIP/STP/SWP options, and other investment products. Achieve monthly and quarterly sales targets for mutual fund investments. Generate leads through cold calling, references, and client meetings. Provide post-sales services and ensure high customer sati...

Have good awareness of Corporates with entry point links in those corporates Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking Cross sells bank products to existing set of Corp Sal customers which are mapped Handle Investment and Insurance requirements of clients Informs customers of new products or product enhancements to further expand the banking relationship Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products Goes beyond the professional need of the customer by providing other products - enhancement of customer value Maintains complete relationship record for...