3891 Investment Jobs - Page 11

SUMMARY Chief Financial Officer ========================= Summary ------------ We are seeking an experienced and strategic Chief Financial Officer to lead our financial operations in Hyderabad. The ideal candidate will have a strong background in finance, with a proven track record of scaling financial operations in a listed manufacturing setup. As a key member of our leadership team, the CFO will be responsible for driving growth through strategic financial initiatives, managing stakeholders, and ensuring compliance with regulatory frameworks. Responsibilities - - - - - - - - - - - - - - - - - - - Develop and implement strategic financial plans, budgets, and governance frameworks Manage inv...

AVC:SKY - Wealth RM INTERNAL USAGE: No of Vacancies: 1 Manager: AVC:SYK - Unit Manger - Wealth Is a Team leaderNo Team Size: NA Grade: Business: Retail Banking Department: Axis Virtual Centre Sub-Department: Location: Gurgaon, Pune, Mumbai, Bangalore, Chennai About Axis Virtual Centre Axis Virtual Centre engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide ficial solutions via cross-sell and upsell Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products He/She is ...

KGVK (NGO & CSR Arm of Usha Martin Limited) is looking for Finance & Treasury Professional to join our dynamic team and embark on a rewarding career journey. Oversee financial planning, treasury operations, and cash flow management to ensure liquidity and compliance with organizational policies. Monitor investments, borrowing, and banking relationships to optimize returns. Prepare financial forecasts, manage currency exposure, and ensure proper documentation of financial transactions. Support strategic financial decision - making with accurate reporting and analysis. Disclaimer : This job description has been sourced from a public domain and may have been modified by Naukri. com to improve c...

KGVK (NGO & CSR Arm of Usha Martin Limited) is looking for Finance & Treasury Professional to join our dynamic team and embark on a rewarding career journey. Oversee financial planning, treasury operations, and cash flow management to ensure liquidity and compliance with organizational policies. Monitor investments, borrowing, and banking relationships to optimize returns. Prepare financial forecasts, manage currency exposure, and ensure proper documentation of financial transactions. Support strategic financial decision - making with accurate reporting and analysis. Disclaimer : This job description has been sourced from a public domain and may have been modified by Naukri. com to improve c...

Purpose of the Job: The Specialist - Investments would undertake financial research and report on prospective investment avenues. The successful candidate will study how an investment is likely to perform and how sustainable it is. You will participate in our sound portfolio-management strategy by providing the necessary data for our decision-making process. Responsibilities: conducting due diligence on companies and industries by researching, reading financial statements and market dataanalysing financial information relating to specific companies, e.g. company results, profit and loss, balance sheet and cash flow statements to determine how an organisation is positioned to deliver for inve...

Job Title: BU Head - Opthal Location: Mumbai At Sun Pharma, we commit to helping you “Create your own sunshine” — by fostering an environment where you grow at every step, take charge of your journey and thrive in a supportive community. Are You Ready to Create Your Own Sunshine? As you enter the Sun Pharma world, you’ll find yourself becoming ‘Better every day’ through continuous progress. Exhibit self-drive as you ‘Take charge’ and lead with confidence. Additionally, demonstrate a collaborative spirit, knowing that we ‘Thrive together’ and support each other’s journeys.” Key responsibilities: Job Summary: BU Head would be required to develop and Monitor sales & marketing strategy to drive ...

Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile. Showcase entire product suite of Kotak Group to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Deliver solutions to clients based on their investment profile in consultation with product research team. Periodic review of client portfolios in accordance with established procedures and/or timelines. Proactively advise and consult with the clien...

Accountable for implementing an integrated plan whichaddresses wealth creation, wealth preservation and wealth enhancement forprivate clients achieved through an in-depth analysis of the clients profile. Showcase entire product suite of Kotak Group toexisting clients and growing their assets across Mutual funds, PMS/AIFstrategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunitiesand Consumer or Business Asset/Loan products. Deliver solutions to clients based on their investmentprofile in consultation with product research team. Periodic review ofclient portfolios in accordance with established procedures and/or timelines. Proactively advise and consult with the clientsexpla...

Work closely with the branch team to reach out to high priority and affluent clients. Understand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products. Achieve AUM and revenue targets through cross-selling investment products to exiting clients Ensure high standards of client servicing and compliance with internal and regulatory guidelines. Keep updated on market trends, investment products, and global financial news. Proactively identify new business opportunities within existing and potential clients. Participate in marketing and client engagement events.

To be responsible for dealing coordinators clients To be responsible for sourcing new accounts through coordinators To ensure active management of clients achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on clients profitability To have clear focus on client mining To conduct regular Client/coordinators Meetings update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated To assist in new clien...

Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as and when required

Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch. Responsible to manage a team of Relationship Managers and drive client acquisition target primarily through the sale of equity based investment products, with prime focus on MNI and HNI segments to achieve targets. Responsible to manage team of Equity dealer / equity advisors generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the...

Responsible for engaging with inactive clients on a daily basis. Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading. Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business. To maintain synergy with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance Risk. Provide regular updates to the immediate superior as and when...

Responsible for engaging with inactive clients on a daily basis. Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading. Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business. To maintain synergy with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance Risk. Provide regular updates to the immediate superior as and when...

Responsible for engaging with inactive clients on a daily basis. Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading. Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business. To maintain synergy with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance Risk. Provide regular updates to the immediate superior as and when...

Work closely with the branch team to reach out to high priority and affluent clients. Understand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products. Achieve AUM and revenue targets through cross-selling investment products to exiting clients Ensure high standards of client servicing and compliance with internal and regulatory guidelines. Keep updated on market trends, investment products, and global financial news. Proactively identify new business opportunities within existing and potential clients. Participate in marketing and client engagement events.

Responsible for engaging with inactive clients on a daily basis. Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading. Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business. To maintain synergy with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance Risk. Provide regular updates to the immediate superior as and when...

Work closely with the branch team to reach out to high priority and affluent clients. Understand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products. Achieve AUM and revenue targets through cross-selling investment products to exiting clients Ensure high standards of client servicing and compliance with internal and regulatory guidelines. Keep updated on market trends, investment products, and global financial news. Proactively identify new business opportunities within existing and potential clients. Participate in marketing and client engagement events.

Will be responsible for sourcing deepening relationships from existing High Net worth(HNI) customer base of Kotak Bank Privy League customers Will be responsible for selling Equity based investment products to this set of Privy customer base. Should have effective servicing skills and should be excellent in conflict management. Will be responsible to develop business, maximize revenue generation achieve sales targets Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. Responsible for servicing and generating references from the partner Privy Bank customer base Will work in close coordination with the Bank team to ensure al...

To ensure active management of clients achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have clear focus on client mining To conduct regular Client Meetings update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Keep abreast of the market news, financial trends and current affairs To attend post result con-calls, analyst meets for improved client servicing.

Work closely with the branch team to reach out to high priority and affluent clients. Understand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products. Achieve AUM and revenue targets through cross-selling investment products to exiting clients Ensure high standards of client servicing and compliance with internal and regulatory guidelines. Keep updated on market trends, investment products, and global financial news. Proactively identify new business opportunities within existing and potential clients. Participate in marketing and client engagement events.

To ensure active management of clients achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have clear focus on client mining To conduct regular Client Meetings update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Keep abreast of the market news, financial trends and current affairs To attend post result con-calls, analyst meets for improved client servicing.

This role is responsible for acquiring new clients, offering broking and investment services, and ensuring the growth of the company's client base. This role focuses on building relationships, providing expert financial advice, and achieving acquisition and revenue targets. The ideal candidate should possess strong financial market knowledge, excellent interpersonal skills, and a proven track record in client acquisition. Key Responsibilities: Client Acquisition and On-boarding : Identify, prospect, and on-board new clients through networking, referrals, and market research.Conduct meetings with potential clients to understand their financial objectives and introduce suitable financial produ...

Roles and Responsibilities Work closely with Legg Mason for oversight of fund administration Monitor and manage service level quality of third party providers such as the custodian, fund administrator, and transfer agent Perform necessary daily and monthly checks and controls for the mutual funds Provide accounting reports for internal and external clients Coordinate year-end audits with Legg Mason, Auditor, and custodian Attend to daily inquiries from internal or external clients on the mutual funds Manage and execute instructions on trade orders on behalf of WA funds and clients Reconcile cash, futures & options, swaps, net assets, performance, etc. against the custodian, third party admin...

1. Will be responsible for sourcing deepening relationships from existing customer base of Bank customers 2. Will be responsible for selling Equity based investment products to this set of customer base. 3. Will be responsible to develop business, maximize revenue generation achieve sales targets 4. Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. 5. Responsible for servicing and generating references from the partner bank Channel customer base. Skills Knowledge 1. Graduate / Post graduate with minimum 1 year of experience in sales role. 2. Should have good communication presentation skills. 3. Should be a self-starter,...