3891 Investment Jobs - Page 14

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...

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 segmentsGenerate and deliver timely business MIS reportsEnsure strict compliance with audit, regulatory, and internal banking policiesCoordinate with CPC/RPC/Investment ...

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 segmentsGenerate and deliver timely business MIS reportsEnsure strict compliance with audit, regulatory, and internal banking policiesCoordinate with CPC/RPC/Investment ...

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 re...

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 re...

Delhi Public School Surat 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. Disclaimer: Thi...

Drive business growth in the assigned area. Build and maintain client relationships. Identify new market opportunities. Monitor competitors and market trends. Coordinate with teams for smooth execution. Report on sales performance and forecasts. 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

Drive business growth in the assigned area. Build and maintain client relationships. Identify new market opportunities. Monitor competitors and market trends. Coordinate with teams for smooth execution. Report on sales performance and forecasts. 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

Handling sales team & assisting them to achieve goals. Analyze market trends & identify potential clients. Develop strong business relationship with customers. Execution of sales plan for business opportunities. Oversee & manage all sales activities. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Interested candidates share CV at Whatsapp - 93132 41521 Regards Sr HR Riya Perks and benefits On Roll with Axis Group Insurance Career Growth

Handling sales team & assisting them to achieve goals. Analyze market trends & identify potential clients. Develop strong business relationship with customers. Execution of sales plan for business opportunities. Oversee & manage all sales activities. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Interested candidates share CV at Whatsapp - 93132 41521 Regards Sr HR Riya Perks and benefits On Roll with Axis Group Insurance Career Growth

Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on join...

A one-stop solution online real estate platform for buying, selling and renting property powered by Trust, Transparency and Accountability. On a mission to deliver delightfull and seamless experience to all the real estate stakeholders through new-age technology. Being in the real estate investment consulting business for over 15 years, we have suffered as much as the many real estate buyers in India because of the industrys bad practice, lack of transparency and accountability.

Title Job Title RB - Affluent Business: Investment Strategy Team-Fixed Income Grade SM/M Department Affluent Business No of Positions 1 Location CO, Worli Reporting Authority Job Name Head Investment Strategy Fixed Income No of Direct Reports 3 Team Size 4 Job Description The candidate will be an Investment Strategist Fixed Income for the Burgundy Private proposition which caters to ultra-high net worth clients of the Bank Seamlessly navigating between treasury, sales teams and service teams, and coordinate with clients along with the Burgundy Private Partner to efficiently carry out time-bound Market transactions in Bonds Identification and evaluation of Fixed Income ideas, and monitoring a...

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...

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...

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...

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...

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...

The Associate Relationship Manager will be a key member of our Affluent-Service team, working closely with high-net-worth individuals to understand their ficial needs and goals. This role involves building long-term relationships, offering personalized advice, and providing exceptional customer service. The successful candidate will have the opportunity to make a significant impact on the banks affluent customer segment and contribute to its overall success. Bachelors degree in Fice, Business Administration, or a related field. Minimum 2-3 years of experience in relationship management or a similar role, preferably in the banking or ficial services industry. Strong knowledge of ficial produc...

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Mumbai / Pune Looking for Wealth RM / HNI candidates who have good 6+ years of experience in banking industry, stable in job role and having a personal AUM of 75 - 100 Cr +. Well polished and good communicators having market and domain knowledge is a must. Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Slabs 150, 200, 250 and 300 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are me...

Job Description: Deposits Specialists Exp-3+ Years Location- Gurugram Responsibilities : • Process incoming funds for client accounts (checks, wires, ACH) with correct tax codes • Demonstrate good risk management decisions; mitigate any financial or reputational risk to the company • Must process with efficiency and accuracy • Multi-tasking for completion between department tasks and workflows • Generate reports and notices to clients as assigned • Perform strong client interaction and outreach • Review deposit reports and resolve discrepancies Qualifications : • Strong attention to detail • Accurate keyboard skills and proven ability to enter data at the required speed (10 Key experience is...

Apex Fund Services LLP is looking for Senior Fund Accountant to join our dynamic team and embark on a rewarding career journey Oversee fund accounting operations and reporting Ensure compliance with regulatory financial requirements Analyze investment transactions and fund performance Assist in audits and risk management processes

Apex Fund Services LLP is looking for Fund Accountant to join our dynamic team and embark on a rewarding career journey Manage financial statements and fund reports Ensure compliance with accounting regulations Perform fund reconciliations and audits Analyze financial data and investment records

Apex Fund Services LLP is looking for Fund Accountant to join our dynamic team and embark on a rewarding career journey Manage financial statements and fund reports Ensure compliance with accounting regulations Perform fund reconciliations and audits Analyze financial data and investment records

Apex Fund Services LLP is looking for Fund Accountant to join our dynamic team and embark on a rewarding career journey Manage financial statements and fund reports Ensure compliance with accounting regulations Perform fund reconciliations and audits Analyze financial data and investment records