2826 Investment Jobs - Page 15

Hello, PFB details: The Manager / Sr. Manager Premier will be responsible for driving wealth management business growth through client acquisition, portfolio management, and delivering superior financial solutions. This role focuses on business development, client servicing, and achievement of revenue targets without team management responsibilities. Key Responsibilities 1. Business Development & Sales • Achieve assigned sales and revenue targets for wealth management products and services. • Identify and onboard High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). • Explore cross-selling and up-selling opportunities across investment and wealth solutions. 2. Clien...

Hiring, Leading Company AMC/Broking company Job Description: Investment Relationship Manager Sub Department :- Business Development Relationship Manage Position Purpose:- To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Responsibilities Direct Responsibilities:- Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities:- Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & u...

Research Analyst – Infrastructure Sectors We are seeking a Research Analyst to support strategic, financial, and policy analysis across infrastructure sectors, including roads, railways, ports, metro, warehousing, irrigation, Data centres, etc. The role requires strong research capabilities, data interpretation, and sectoral understanding to deliver actionable insights for investment, policy, and sector overview. Key Responsibilities: Conduct sector-specific research covering policy, regulatory updates, project pipelines, and financing trends in infrastructure. Track and analyze financial models, PPP frameworks, investment vehicles (InvITs, ToT, securitisation), and capital flows in the sect...

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...

Description 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 val...

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 Extr...

Lead Analyst- PE Secondaries: 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...

FE fundinfo is a global leader in investment fund data and technology. We are proud of our vast, diverse, and highly skilled team, who help to make our industry Better Connected and Better Informed. We are currently recruiting a Client Success Manager to join our team in Chennai. Our Client Success team is responsible for building strong relationships with clients operating as their trusted partner. Focused on enabling client outcomes by maximizing the benefits from the products and services we provide. They understand their client s needs and focus on adding value and identifying opportunities throughout the journey to delight, drive client satisfaction and retention. Your key responsibilit...

Role Summary Closing Ratio/Meeting all KPI of team member& Self Negotiate with dealers Large Value Claims handling Avoid cost wastage Workshops Regular training of claims policies Faster settlements Settlement Ratio-97% Investment Ratio-3% Re-open ratio/Segmentation of vehicles Separating the Claims according to Vehicles Conducting Team Meeting with internal and external survey. Re-open of claims should not be cross >2% Key Accountabilities/ Responsibilities Stakeholder interfaces Experience 3-5 years of experience in Motor Claims & Body paint Workshop. Education Preferably Diploma in Automobile, Graduate from MechanicalEngineer Graduate from Any discipline with prior experience in Claims

About Us: Our purpose is to help clients exceed their financial health goals. Across the reimbursement cycle, our scalable solutions and clinical expertise help solve programmatic needs. Enabling our teams with leading technology allows analytics to guide our solutions and keeps us accountable achieving goals. We build long-term careers by investing in YOU. We seek to create an environment that cultivates your professional development and personal growth, as we believe your success is our success. ESSENTIAL DUTIES AND RESPONSIBILITIES: Note: The essential duties and responsibilities below are intended to describe the general duties and responsibilities of this position and are not intended t...

FE fundinfo is a global leader in investment fund data and technology. We are proud of our vast, diverse, and highly skilled team, who help to make our industry Better Connected and Better Informed. We are currently recruiting a Client Success Manager to join our team in Chennai. Our Client Success team is responsible for building strong relationships with clients operating as their trusted partner. Focused on enabling client outcomes by maximizing the benefits from the products and services we provide. They understand their client s needs and focus on adding value and identifying opportunities throughout the journey to delight, drive client satisfaction and retention. Your key responsibilit...

Morningstar Indexes- http://indexes.morningstar.com Position: Senior Quantitative Analyst – New Product Development – Morningstar Indexes The Area: Morningstar Indexes Team leverages its expertise in equity research, manager research, asset allocation, and portfolio construction to create innovative investment solutions. We use Morningstar’s intellectual property to create indexes that empower investors to achieve their goals at every stage of the investment process - market monitoring, benchmarking, and asset allocation. Morningstar Indexes offers a broad suite of global equity, bond, commodity and asset allocation indexes. The Role: As a part of the New Product Development Team, you will p...

Virtual Relationship Manager Retail Banking IDFC First Bank | Hiranandani Business Park, Thane (Mumbai) Job Description We are hiring Virtual Relationship Managers to strengthen our Retail Banking – Liabilities business. The role involves building long-term customer relationships, promoting digital banking, and achieving CASA & cross-sell growth targets through virtual/telephonic interactions. Roles & Responsibilities Manage and deepen customer relationships via regular calls/video meetings. Drive CASA growth (Current & Savings Accounts) and acquire new clients. Cross-sell banking products (credit cards, loans, insurance, SIPs, investments). Promote digital banking adoption (Mobile/Net Banki...

Alpha Realty 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.

As a Senior Employee Support Analyst, you will support a diverse set of Products and Services within an agile cross-functional product development team. A willingness to take ownership of products running in production and providing frictionless experience to end-users is a key part of this role along with providing feedback and input to help shape the modernizing and building better products. The team is passionate about keeping our systems modern, reusable, and maintainable. You will be shaping the future of Morningstar DBRS’s Products and helping to make Morningstar DBRS a technology-first environment. The role will be to work with team members in North America and Mumbai and support DBRS...

The Position: Fund Data Research Analyst The Department: Global Managed Investment Data, Research Department The Group: Morningstar is one of the largest independent sources of fund, equity, credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company. We provide independent analysis on individual securities, funds, markets, and portfolios. We also provide data on hundreds of thousands of investment offerings, including stocks, mutual funds, and alternative vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury mark...

Position: Field Sales Executive Location: Bangalore, Bijapur, Manalore, Dharward, Hassan, Tiptur, Gokak - KA CTC: Up to 3.15 LPA + Incentives Key Responsibilities: Generate leads and acquire new customers through field visits. Maintain good relationship with clients and ensure customer satisfaction. Achieve assigned sales targets and drive revenue growth. Update daily sales reports to the manager. Requirements: Minimum 1 year of field sales experience (BFSI/FMCG/Telecom preferred). Strong local network in Panagarh. Good communication & negotiation skills. Immediate joiners preferred. How to Apply: Priyansi M. | +91 81601 74117

Product Manager No. of Position: 1 Shift: UK Shift Job Description: The Group: MID (Managed Investment Data) The Role: Morningstar Managed Investment Data Group is looking for product managers to lead the development of single or multiple data entry tools (data collection systems: GPP, DAP, DM & WebDM, PDM). Product Managers design, develop, and manage activities for a specific product from conceptualization, definition, and planning through implementation, release, enhancement, and eventual sun-setting – the product lifecycle. As a product manager, you will lead a cross-functional squad to maintain the current version of the products and help to innovate and build a new modern experience fo...

Senior Data Research Analyst Reference Data The Group: Morningstar’s Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group also provides data on hundreds of thousands of investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company. The Role: The re...

Client : AXIS Bank for the post of Burgundy relationship manager Experience : 5- 12 Years KRA : 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 a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through conti...

Dear Candidate We and exciting opportunity for Senior Sales Relationship Manager Mutual Fund & Insurance with MEHEK FINMART PVT LTD for Mulund Mehek Finmart Private Limited is an Indian private limited company incorporated on March 28, 2023. It is classified as a non-government company and operates within the financial and insurance activities sector. Industry: The company is involved in financial and insurance activities. Location: Mulund west - 7-8 min walkable distance Job Title: Senior Sales Relationship Manager Mutual Fund & Insurance Experience Required: Minimum 5 years (must be with Individual MFD and Insurance Advisor) Key Responsibilities: - Independently pitch and close mutual fund...

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST 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 Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relatio...

Leads a team of diverse individuals to deliver to a client s business Provide strategy communications and planning leadership on the client s business across categories. Partner with the account heads and functional heads, push needle on Marketing Excellence and Digital Excellence. Demonstrates strong understanding of ecosystem, brand, category and consumer to derive insights. Infuse best in class practices and frameworks, both from domestic as well as international learnings. Communicate complex ideas/insights in a way that all understand and apply. Integrates relevant multimedia opportunities into campaign plans. Leading and orchestrating new business pitches Leverage extended WPP ecosyste...

8+ years of experience in similar role. Should have brief idea about protein engineering and Application of enzymes in different industries such as biotechnology. Ability to interact effectively and across various groups (i.e. accounting, finance, investment professionals) Design and implement a strategic business plan, sales pitches, presentations, reference material that expands Quantumzyme customer base and ensure its strong presence.

In three months: Build relationships with the key decision makers at client side and within the company. Be an expert on the client s business proactively engaging with senior clients and actively shaping the quality of WPP Media delivery. Develop a deep understanding and begun to use WPP Open and the products and tools therein. Build confidence with team members within immediate team and within peers. In six months: Proactively delivering additional value to the client, leading the team to successfully implement strategic initiatives that will improve the WPP Media delivery and client s business outcomes. Established as the lead by both clients and internal teams alike Leading new business ...