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8.0 - 13.0 years

15 - 30 Lacs

Mumbai, Navi Mumbai, Mumbai (All Areas)

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*Good Sales Experience in Mutual funds, PMS, AIF , HNI Client, D. Mat, TPP, *Having a min ticket size 100cr *Acquiring new HNI Clients, revenue generation, relationship with HNI/UHNI & corporate clients *Need to ensure growth of AUM or book size. Required Candidate profile *Graduation / Post Graduation in any discipline *8+ years sales exp. Wealth Mgmt. Industry *Strong Hold on HNI/UHNI Client and good business network to offer wealth advisory services.

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3.0 - 5.0 years

5 - 7 Lacs

Gurugram

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Closing Ratio/Meeting all KPI of team memberSelf 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

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10.0 - 15.0 years

11 - 15 Lacs

Mumbai

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We are seeking a Data Acquisition Lead to oversee strategies for enhancing customer engagement and driving data acquisition across member institutions. This role will be instrumental in delivering actionable insights, managing case studies and developing key relationships with decision-makers. The ideal candidate will have strong experience in building and implementing data-related initiatives, working with diverse teams, and collaborating with internal and external stakeholders. Roles Responsibilities: Responsible for increasing the database size across all bureau repositories Getting customer data from newly onboarded member institutions by establishing relationship with new customers Continuous liaising with business IT teams of financial institution to ensure correct and complete extraction and submission of data Conducting workshops Collaborate directly with business data owners to establish quality business rules that will provide the foundation for organization s data quality improvement plan Database management clean up Establishing methodology documenting a repeated set f processes for determining investing resolving data quality issues in the form of data quality scorecards and Index Preparation for dashboards to track daily/monthly data improvements Handling client queries and providing resolutions through continuous client engagement processes Conduct workshops and training for financial institutions on various bureau related formats About Experian Experian unlocks the power of data to create opportunities for consumers, businesses and society. We gather and analyse data in ways others cant. We help individuals take financial control and access financial services, businesses make smarter decision and succeed, lenders lend more responsibly, and organisations prevent identity fraud and crime. For more than 125 years, weve helped consumers and clients prosper, and economies and communities flourish - and were not done. Our 17,800 people in 45 countries believe the possibilities for you, and our world, are growing. Were investing in new technologies, experienced people and new ideas so we can help create a better tomorrow. Experience and Skills 10 to 15 years of experience within the Banking, BFSI, or Fintech sectors, paired with a Bachelors degree in Computer Science, MBA-Systems, or equivalent technical experience. Familiarity with the loan cycle, credit bureau processes, or the broader financial services industry is preferred. Knowledge of Bureau and Loan procedures would be advantageous. Flexibility to travel as necessary to meet business demands. Strong, with the confidence and to manage high-level relationships. A individual, navigating ambiguity, and making sound judgments in complex situations. Wwith strong organizational capabilities. A,, coordinate across teams, and persistently pursue results. Additional Information You will report to Head of Data Operations Role Location: Mumbai Experian is an equal opportunities employer Benefits package includes: Hybrid working #LI-Hybrid Great compensation package and discretionary bonus plan Core benefits include pension, Bupa healthcare, Sharesave scheme and more! 25 days annual leave with 8 bank holidays and 3 volunteering days. You can also purchase additional annual leave. Experian Careers - Creating a better tomorrow together Find out what its like to work for Experian by clicking here

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3.0 - 7.0 years

5 - 9 Lacs

Chennai

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The purpose of this role is to perform and support the standard Operational Finance activities as detailed in the end to end transaction process documentation for which the role relates: Order to Cash; Purchase To Pay; Record To Report. Job Description: Act as the main point of contact with digital publishers regarding financial topics. Serve as the internal point of contact for all order handling and invoicing related to digital topics. Update and input all incoming orders and invoices into Leading media (finance software). Cross-check dispositions using payment center tools (i.e., Google, Facebook) Prepare overviews, statistics, and reports for monthly meetings with consultants and investment teams. Conduct weekly follow-ups with digital operations teams. Provide support to finance teams by answering questions, preparing overviews and reports, etc. Assist with audits, address any issues with Leading media, and check media plans, and investment reports. Strong communication skills and proactively reach out to stakeholders. Affinity with digital media is a plus. Key responsibilities: Follows Standard Operating Procedures and maintains process documentations and ensuring audit compliance Executes process deliverables as required by the process ensuring error free processing Executes changes to Master Data and its impact across multiple systems and processes following clear definitions Engages with stakeholders to understand the requirements, set expectations, address concerns and discuss them with their Operations Manager Initiates and assists in continuous process improvements Escalates issues without delay to the Operations Manager and suggest action plans to get these resolved Provides accurate, timely information to support external, internal and client audits Location: Chennai Brand: Paragon Time Type: Full time Contract Type: Permanent

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5.0 - 13.0 years

10 - 11 Lacs

Bengaluru

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We are looking for the right people people who want to innovate, achieve, grow and lead. We attract and retain the best talent by investing in our employees and empowering them to develop themselves and their careers. Experience the challenges, rewards and opportunity of working for one of the world s largest providers of products and services to the global energy industry. Job Duties Under general supervision, understands the companyaposs business systems, business processes and controls, including policies and procedures, relative to the location and department assigned. Prepares accounting reports, and increasingly complex accounting analyses with related spreadsheets or applications input, and identifies and resolves issues. Understands organizational structure of the company. Prepares and posts journal vouchers for accounting transactions. Researches and resolves basic accounting issues and transactions including related internal controls. Requires completion of an undergraduate degree in accounting, business, or other related field and a minimum of nine (9) months of experience in accounting related roles. Knowledge of US GAAP or country- specific accounting principles required. Job role is developmental and intended to expose incumbents to moderately complex aspects of general accounting, internal controls, financial analysis and reporting, forecasting, and financial applications as well as intermediate levels of proficiency with industry and company acumen. Qualifications Location 4th Floor, Gardenia 2D, Bengaluru, , 560103, Requisition Number: 199738 Job Family: Support Services Product Service Line: Finance Full Time / Part Time: Full Time

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5.0 - 13.0 years

10 - 11 Lacs

Mumbai

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We are looking for the right people people who want to innovate, achieve, grow and lead. We attract and retain the best talent by investing in our employees and empowering them to develop themselves and their careers. Experience the challenges, rewards and opportunity of working for one of the world s largest providers of products and services to the global energy industry. Job Duties Under general supervision, understands the companyaposs business systems, business processes and controls, including policies and procedures, relative to the location and department assigned. Prepares accounting reports, and increasingly complex accounting analyses with related spreadsheets or applications input, and identifies and resolves issues. Understands organizational structure of the company. Prepares and posts journal vouchers for accounting transactions. Researches and resolves basic accounting issues and transactions including related internal controls. Requires completion of an undergraduate degree in accounting, business, or other related field and a minimum of nine (9) months of experience in accounting related roles. Knowledge of US GAAP or country- specific accounting principles required. Job role is developmental and intended to expose incumbents to moderately complex aspects of general accounting, internal controls, financial analysis and reporting, forecasting, and financial applications as well as intermediate levels of proficiency with industry and company acumen. Qualifications Location Guru Hargovindji Marg, Mumbai, Monaghan, 400093, India Requisition Number: 199741 Job Family: Support Services Product Service Line: Finance Full Time / Part Time: Full Time

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1.0 - 4.0 years

3 - 7 Lacs

Chennai

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The purpose of this role is to perform and support the standard Operational Finance activities as detailed in the end to end transaction process documentation for which the role relates: Order to Cash; Purchase To Pay; Record To Report. Job Description: Act as the main point of contact with digital publishers regarding financial topics. Serve as the internal point of contact for all order handling and invoicing related to digital topics. Update and input all incoming orders and invoices into Leading media (finance software). Cross-check dispositions using payment center tools (i.e., Google, Facebook) Prepare overviews, statistics, and reports for monthly meetings with consultants and investment teams. Conduct weekly follow-ups with digital operations teams. Provide support to finance teams by answering questions, preparing overviews and reports, etc. Assist with audits, address any issues with Leading media, and check media plans, and investment reports. Strong communication skills and proactively reach out to stakeholders. Affinity with digital media is a plus. Key responsibilities: Follows Standard Operating Procedures and maintains process documentations and ensuring audit compliance Executes process deliverables as required by the process ensuring error free processing Executes changes to Master Data and its impact across multiple systems and processes following clear definitions Engages with stakeholders to understand the requirements, set expectations, address concerns and discuss them with their Operations Manager Initiates and assists in continuous process improvements Escalates issues without delay to the Operations Manager and suggest action plans to get these resolved Provides accurate, timely information to support external, internal and client audits Location: Chennai Brand: Paragon Time Type: Full time Contract Type: Permanent

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5.0 - 13.0 years

10 - 11 Lacs

Bengaluru

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We are looking for the right people people who want to innovate, achieve, grow and lead. We attract and retain the best talent by investing in our employees and empowering them to develop themselves and their careers. Experience the challenges, rewards and opportunity of working for one of the world s largest providers of products and services to the global energy industry. Job Duties Under general supervision, understands the companyaposs business systems, business processes and controls, including policies and procedures, relative to the location and department assigned. Prepares accounting reports, and increasingly complex accounting analyses with related spreadsheets or applications input, and identifies and resolves issues. Understands organizational structure of the company. Prepares and posts journal vouchers for accounting transactions. Researches and resolves basic accounting issues and transactions including related internal controls. Requires completion of an undergraduate degree in accounting, business, or other related field and a minimum of nine (9) months of experience in accounting related roles. Knowledge of US GAAP or country- specific accounting principles required. Job role is developmental and intended to expose incumbents to moderately complex aspects of general accounting, internal controls, financial analysis and reporting, forecasting, and financial applications as well as intermediate levels of proficiency with industry and company acumen. Qualifications Location 4th Floor, Gardenia 2D, Bengaluru, , 560103, Job Details Requisition Number: 199738 Experience Level: Entry-Level Job Family: Support Services Product Service Line: Finance Full Time / Part Time: Full Time Additional Locations for this position: Compensation Information Compensation is competitive and commensurate with experience.

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5.0 - 13.0 years

10 - 11 Lacs

Mumbai

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We are looking for the right people people who want to innovate, achieve, grow and lead. We attract and retain the best talent by investing in our employees and empowering them to develop themselves and their careers. Experience the challenges, rewards and opportunity of working for one of the world s largest providers of products and services to the global energy industry. Job Duties Under general supervision, understands the companyaposs business systems, business processes and controls, including policies and procedures, relative to the location and department assigned. Prepares accounting reports, and increasingly complex accounting analyses with related spreadsheets or applications input, and identifies and resolves issues. Understands organizational structure of the company. Prepares and posts journal vouchers for accounting transactions. Researches and resolves basic accounting issues and transactions including related internal controls. Requires completion of an undergraduate degree in accounting, business, or other related field and a minimum of nine (9) months of experience in accounting related roles. Knowledge of US GAAP or country- specific accounting principles required. Job role is developmental and intended to expose incumbents to moderately complex aspects of general accounting, internal controls, financial analysis and reporting, forecasting, and financial applications as well as intermediate levels of proficiency with industry and company acumen. Qualifications Location Guru Hargovindji Marg, Mumbai, Monaghan, 400093, India Job Details Requisition Number: 199741 Experience Level: Entry-Level Job Family: Support Services Product Service Line: Finance Full Time / Part Time: Full Time Additional Locations for this position: Compensation Information Compensation is competitive and commensurate with experience.

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3.0 - 7.0 years

5 - 9 Lacs

Chennai

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The purpose of this role is to perform and support the standard Operational Finance activities as detailed in the end to end transaction process documentation for which the role relates: Order to Cash; Purchase To Pay; Record To Report. Job Description: Act as the main point of contact with digital publishers regarding financial topics. Serve as the internal point of contact for all order handling and invoicing related to digital topics. Update and input all incoming orders and invoices into Leading media (finance software). Cross-check dispositions using payment center tools (i.e., Google, Facebook) Prepare overviews, statistics, and reports for monthly meetings with consultants and investment teams. Conduct weekly follow-ups with digital operations teams. Provide support to finance teams by answering questions, preparing overviews and reports, etc. Assist with audits, address any issues with Leading media, and check media plans, and investment reports. Strong communication skills and proactively reach out to stakeholders. Affinity with digital media is a plus. Key responsibilities: Follows Standard Operating Procedures and maintains process documentations and ensuring audit compliance Executes process deliverables as required by the process ensuring error free processing Executes changes to Master Data and its impact across multiple systems and processes following clear definitions Engages with stakeholders to understand the requirements, set expectations, address concerns and discuss them with their Operations Manager Initiates and assists in continuous process improvements Escalates issues without delay to the Operations Manager and suggest action plans to get these resolved Provides accurate, timely information to support external, internal and client audits Location: Chennai Brand: Paragon Time Type: Full time Contract Type: Permanent

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3.0 - 7.0 years

10 - 12 Lacs

Bengaluru

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Drive maximum adoption and consumption of Oracle University Learning Subscriptions and identify/drive expansion opportunities via high value relationship with the client. Responsible for accounts and delivering customer s overall success with our Learning Subscriptions, securing renewals, driving adoption/activation/Consumption and delivering highest levels of customer satisfaction. Detailed Description Develop a long-term partnership with Oracle University customers to ensure they remain successful by realizing the full value of their investment in Oracle s learning solutions. Deliver on an exceptional Learning experience with proactive communication with Training Administrators, orchestrating the right internal resources, and effectively using CSM process to track and execute the customer s learning goals. Ensure customers continues/renews our Learning Subscriptions. Responsible for maintaining a high level of client satisfaction by being a liaison between the customer and Oracle University delivery and product development teams. Identify product expansion/up sell opportunities. I dentify Renewal risk, and work with extended internal teams to create and execute on get well plans. Career Level - IC2 Detailed Description Develop a long-term partnership with Oracle University customers to ensure they remain successful by realizing the full value of their investment in Oracle s learning solutions. Deliver on an exceptional Learning experience with proactive communication with Training Administrators, orchestrating the right internal resources, and effectively using CSM process to track and execute the customer s learning goals. Ensure customers continues/renews our Learning Subscriptions. Responsible for maintaining a high level of client satisfaction by being a liaison between the customer and Oracle University delivery and product development teams. Identify product expansion/up sell opportunities. I dentify Renewal risk, and work with extended internal teams to create and execute on get well plans. Job Requirements Recommended 3 to 7 years of experience in Customer Success or Cloud Sales and demonstrated ability of building successful customer relationships. Sales experience in International Markets is necessary. Strong communication and Presentation skills Basic understanding of Cloud architecture. Ability to manage complex account situations and lead resolution towards mutual success and partnership Strong Consulting skills and proven results working as a trusted advisor to drive business value for clients or stakeholders. Passion for customer success. Self-motivated, team-oriented and focused on exceeding client expectations Ability to prioritize, multi-task, and perform effectively under pressure

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2.0 - 7.0 years

10 - 15 Lacs

Mumbai

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About this role When BlackRock was started in 1988, its founders envisioned a company that combined the best of financial services with cutting edge technology. They imagined a business that would provide financial services to clients as well as technology services to other financial firms. The result of their vision is Aladdin, our industry leading, end-to-end investment management platform. With assets valued over USD $7 trillion managed on Aladdin, our technology empowers millions of investors to save for retirement, pay for college, buy a home and improve their financial wellbeing. Data is at the heart of Aladdin and increasingly the ability to consume, store, analyze and gain insight from data has become a key component of our competitive advantage. The DOE team is responsible for the data ecosystem within BlackRock. Our goal is to build and maintain a leading-edge data platform that provides highly available , consistent data of the highest quality for all users of the platform, notably investors, operations teams and data scientists. We focus on evolving our platform to deliver exponential scale to the firm, powering the future growth of Aladdin. Data Pipeline Engineers at BlackRock get to experience working at one of the most recognized financial companies in the world while being part of a software development team responsible for next generation technologies and solutions. Our engineers design and build large scale data storage, computation and distribution systems. They partner with data and analytics experts to deliver high quality analytical and derived data to our consumers. We are looking for data engineers who like to innovate and seek complex problems. We recognize that strength comes from diversity and will embrace your unique skills, curiosity, drive, and passion while giving you the opportunity to grow technically and as an individual. We are committed to open source and we regularly give our work back to the community. Engineers looking to work in the areas of orchestration, data modeling, data pipelines, APIs, storage, distribution, distributed computation, consumption and infrastructure are ideal candidates. Responsibilities Data Pipeline Engineers are expected to be involved from inception of projects, understand requirements, architect, develop, deploy, and maintain data pipelines (ETL / ELT). Typically, they work in a multi-disciplinary squad (we follow Agile!) which involves partnering with program and product managers to expand product offering based on business demands. Design is an iterative process, whether for UX, services or infrastructure. Our goal is to drive up user engagement and adoption of the platform while constantly working towards modernizing and improving platform performance and scalability. Deployment and maintenance require close interaction with various teams. This requires maintaining a positive and collaborative working relationship with teams within DOE as well as with wider Aladdin developer community. Production support for applications is usually required for issues that cannot be resolved by operations team. Creative and inventive problem-solving skills for reduced turnaround times are highly valued. Preparing user documentation to maintain both development and operations continuity is integral to the role. Adhering to BlackRocks UX and design standards is expected and contributing towards upkeep of those standards is encouraged. And Ideal candidate would have BA/BS in Computer Science or equivalent practical experience At least 1 2 + years experience as data engineer in a medium to large scale solutions At least 2+ years experience in leading a data engineering team Must have experience architecting and building scalable Big Data applications Must have cloud development experience ( Azure, GCP, AWS ) Development e xperience using Java, Python, SQL, Linux is a must Experience with Database Modeling, Normalization techniques Experience / Familiarity with object-oriented design patterns Experience with dev ops tools like Git, Maven, Jenkins, Gitlab CI, Azure DevOps Experience with Agile development concepts and related tools Ability to trouble shoot and fix performance issues across the codebase and database queries Excellent written and verbal communication skills Passion for learning and implementing new technologies Ability to operate under fast-paced environment Skills that would be a plus Perl C++ Experience with Micro services and API Experience supporting large scale, complex analytics requirements Experience working in Finance industry (Investment Banking, Capital Markets etc.) Our benefits . Our hybrid work model . About BlackRock . This mission would not be possible without our smartest investment - the one we make in our employees. It s why we re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com / company / blackrock BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.

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4.0 - 6.0 years

10 - 15 Lacs

Mumbai

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About this role Job Purpose /Background : The Index Fixed Income (IFI) team has responsibility for managing Blackrock s Index Fixed Income portfolios, including Exchange Traded Funds (ETFs) , mutual funds , segregated mandates . The IFI team liaises closely with many areas of Fixed Income and is responsible for ensuring that Fixed Income portfolios are managed efficiently and in a consistent and risk-controlled manner. BlackRock s IFI business is the leading index investment group in the world. We help investors build better portfolios with the industry s leading suite of index investment tools. We manage over $1.5 trillion in global index fixed income assets across Developed and Emerging Markets. Our clients include corporate and public pension plans, central banks, sovereign wealth funds and retail investors. The PM Architecture team develops portfolio construction algorithms to improve investment performance and increase automation across IFI globally. Algorithms, such as rebalancing funds to target and facilitating client flows, are essential to the performance and growth of our ETF non-ETF Fixed Income index funds . Platform Engineers are responsible for algo environment s , which facilitate rapid research, development and deployment. They are experts in building robust infrastructure and are key partners with Aladdin to ensure resiliency in production. A successful candidate will have strong technical expertise in building and maintaining rapidly evolving software environments, especially with in financial markets and across various operating systems . They should possess strong programming skills , particularly in Python , and be proficient in cloud technology . Effective communication and collaboration skills are essential, as the role involves working closely with investors and engineers. Key Responsibilities: Developing and maintaining the testing and production environments to support a rapidly growing business and the accelerated life cycle of portfolio construction algorithms. Collaborating closely within the PM Architecture team to design and implement robust infrastructure solutions and common algo components that enhance the impact and efficiency of IFI algorithms . Ensuring the resiliency and reliability of Algo Platform , which supports over 2 million IFI algo runs annually, in partnership with Aladdin, BlackRocks risk management and investment platform. Maintaining telemetry systems to monitor the performance and health of development environments and algorithms, ensuring timely detection and resolution of issues. Managing a comprehensive testing framework to validate the accuracy and reliability of algorithms and infrastructure components. Driving innovation by leveraging cutting-edge technologies and best practices to continuously improve the performance and scalability of the platform. Providing technical leadership and mentorship, fostering a culture of collaboration and continuous learning within the team. Skills/Qualifications: Strong quantitative background (at least BA/BS in Maths /Science/Engineering/ related discipline ) 4- 6 years of experience in similar industry Extensive experience with Python in production environments Practical knowledge of cloud technologies e.g. Docker, CI/CD pipelines Working knowledge of Fixed Income markets Excellent problem-solving skills and process-oriented approach Excellent teamwork and communication skills Knowledge of BlackRock Aladdin tools beneficial Our benefits . Our hybrid work model . About BlackRock . This mission would not be possible without our smartest investment - the one we make in our employees. It s why we re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com / company / blackrock BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.

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3.0 - 8.0 years

4 - 8 Lacs

Hyderabad

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Job Description: Present and inform the doctors, pharmacist and Hospitals about the company products in order to obtain the prescription in his/ her territory Visit Doctors, Pharmacists and Hospitals in order to inform on products according to the marketing strategy and with the frequency and number of impacts approved for each segment of doctor. Build up and maintain a relationship with these stakeholders. Assist to Scientific congresses determined by the company. Classification of doctors and other stakeholders of the area according to the segmentation and targeting criteria. Proposal of new doctors to add to the files, changes or removals. Track the prescription habits of the doctor, check his/her consideration of our products, ensure which is the prescription potential and his/her influence in other doctors. Inform in an accurate, updated and according to the companys strategy about our products: use of marketing material, clarification of doubts and concerns of doctors about the products, opposition to objections, advantages compared to the competency. Ensure that other departments complete this information to the doctor if necessary. Obtain information from the market about the doctors concerns on our products, the competence and test our own marketing strategy and materials. Obtain information about possible public tenders, launchment of competence products, cost containment measures, Health authorities possible instructions to doctors Transmit this information. Propose activities in their territory (invitation to congresses, participation of doctors as lecturers, organization of clinical sessions ) that helps to promote our products always in compliance with ethics standards and ensuring the Return on Investment. Organize the proposals approved according to the budget assigned. Manage the budget assigned ensuring the return of investment Inform timely and in manner about the daily activity and the next weeks planification and present on time expenses report or any other requested by the company. University degree or equivalent is preferred Background in Science, biology, medical and pharmacy is preferred Proficiency in computer skill Good communication skill Location: Ferring India MS

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3.0 - 8.0 years

4 - 5 Lacs

Mumbai

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Relationship Manager - Wealth Location : Chembur, Mumbai Experience:- Fresher: Should possess theoretical knowledge of investment products, primarily Mutual Funds and Stock Markets. Candidates must come prepared to answer fundamental questions on Mutual Funds, Stock Market investments, returns, financial terminologies, and related topics. Experienced (Minimum 3 years): Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments. Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management. Working closely with business teams, designers and other staff, producing detailed specifications on further developments and writing the program codes. Education:- Bachelors degree in Commerce (B.Com) or MBA in Finance with knowledge of Mutual Funds. Regulatory/Other Certifications:- Chartered Wealth Manager (CWM),Certified Financial Planner (CFP), or AMFI Mutual Funds certification, or NISM Dealer Module. Role Overview: The Relationship Manager - Wealth will be responsible for managing and growing a portfolio of High Net Worth Individual (HNI) clients by providing expert investment advice, wealth planning, and tailored financial solutions. The role involves client acquisition through various marketing strategies and delivering personalized investment recommendations. Key Responsibilities: Build and maintain strong relationships with HNI clients. Provide expert advice on Mutual Funds, Equities, Bonds, Insurance, and other investment products. Conduct regular portfolio reviews and risk assessments. Identify and onboard new clients to expand the business portfolio. Offer customized investment and financial planning solutions. Stay updated on market trends, financial products, and regulatory changes.

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7.0 - 12.0 years

8 - 15 Lacs

Nagpur, Pune, Aurangabad

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Candidate will be responsible to acquire new HNI clients and manage their wealth. Excellent communication skills with sound knowledge of Mutual Fund, PMS , Bonds is a must. AMFI and NISM certified candidate preferred. Individual Profile with no Team.

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2.0 - 5.0 years

3 - 3 Lacs

Noida, Ghaziabad, Faridabad

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Visit leads and convert to paying customers. Conduct daily field visits to meet new clients Explain product benefits and solve objections. Manage daily reporting and field tracking. Promote brand visibility through direct contact. Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hasmukh-9316023316} M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

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2.0 - 5.0 years

3 - 4 Lacs

Puducherry, Chennai, Coimbatore

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Experience with creating and executing sales plans Customer-focused mindset Ability to analyze sales data and metrics Knowledge of industry trends and market insights HR Mukthi (8469483673) Required Candidate profile Mini 2 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory Candidate should be ready for field work HR Mukthi-8469483673 M-mukthi.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

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2.0 - 5.0 years

3 - 4 Lacs

Kadapa, Ongole, Tirupati

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Monitor and manage the customer relationship management (CRM) reporting and automation process Assess individual sales performance using data, CRM reports, and observation and suggest changes and corrective actions as needed HR Mukthi (8469483673) Required Candidate profile Mini 2 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory Candidate should be ready for field work HR Mukthi-8469483673 M-mukthi.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

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2.0 - 5.0 years

3 - 3 Lacs

Bareilly, Jhansi, Bulandshahr

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Manage the team ensuring business targets are met. Manage the recruitment of Sales Persons. Develop & Implement sales strategies to achieve revenue goals. Provide training to sales team. Provide regular performance report to senior management Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hasmukh-9316023316} M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

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2.0 - 5.0 years

3 - 3 Lacs

Rohtak, Ludhiana, Yamunanagar

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Lead, manage, & motivate a team of sales executives Drive sales performance & ensure target achievement Develop and execute local sales strategies Monitor daily activities and provide guidance to the team Build and maintain strong client relationship Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hasmukh-9316023316} M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

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2.0 - 7.0 years

2 - 4 Lacs

Noida, Prayagraj, Lucknow

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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 Any Graduation. Require min 2 year of any Sales experience. Must be local. Age up to 40 year. Last Company documents required.

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2.0 - 7.0 years

2 - 4 Lacs

Nagpur, Nashik, Sangli

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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 Any Graduation. Require min 2 year of any Sales experience. Must be local. Age up to 40 year. Last Company documents required.

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2.0 - 7.0 years

2 - 4 Lacs

Ahmedabad, Surat, Vadodara

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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 Any Graduation. Require min 2 year of any Sales experience. Must be local. Age up to 40 year. Last Company documents required.

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2.0 - 7.0 years

2 - 4 Lacs

Mumbai, Thane, Pune

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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 Any Graduation. Require min 2 year of any Sales experience. Must be local. Age up to 40 year. Last Company documents required.

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Exploring Investment Jobs in India

The investment job market in India is thriving, with a growing demand for professionals who can navigate the complex world of finance and make strategic investment decisions. Whether you're a seasoned professional or just starting out in your career, there are plenty of opportunities available in this field.

Top Hiring Locations in India

If you're looking to pursue a career in investment in India, here are the top 5 cities where you'll find active hiring for investment roles:

  1. Mumbai
  2. Bangalore
  3. Delhi
  4. Chennai
  5. Hyderabad

Average Salary Range

The salary range for investment professionals in India varies based on experience and expertise. On average, entry-level positions may start at ₹3-5 lakhs per annum, while experienced professionals can earn anywhere from ₹10-20 lakhs per annum or more.

Career Path

A typical career progression in the investment field may include roles such as Investment Analyst, Portfolio Manager, Investment Banker, and Chief Investment Officer. As you gain experience and expertise, you may move up the ranks from entry-level positions to more senior roles with greater responsibilities.

Related Skills

In addition to expertise in investment strategies and financial analysis, professionals in this field may benefit from having skills in data analysis, market research, financial modeling, and risk management.

Interview Questions

Here are 25 interview questions you may encounter when applying for investment roles in India:

  • What is your approach to evaluating investment opportunities? (medium)
  • How do you stay updated on market trends and developments? (basic)
  • Can you walk me through a recent successful investment decision you made? (medium)
  • How do you assess risk in your investment portfolio? (medium)
  • What is your experience with financial modeling? (medium)
  • How do you handle stressful situations when making investment decisions? (basic)
  • What factors do you consider when analyzing a company's financial statements? (advanced)
  • How do you determine the valuation of a potential investment? (medium)
  • What is your experience with different asset classes? (medium)
  • How do you approach diversification in your investment portfolio? (medium)
  • Can you explain the concept of alpha and beta in investments? (advanced)
  • How do you assess the performance of your investment portfolio? (medium)
  • What is your experience with different investment strategies, such as value investing or growth investing? (medium)
  • How do you incorporate market trends and economic indicators into your investment decisions? (medium)
  • Can you discuss a time when an investment you made did not perform as expected? (medium)
  • How do you handle conflicts of interest in your role as an investment professional? (medium)
  • What regulatory considerations do you need to be aware of in the investment industry? (advanced)
  • How do you approach building relationships with clients and stakeholders in your investment role? (medium)
  • What is your experience with investment research and due diligence? (medium)
  • How do you assess the liquidity of an investment? (medium)
  • Can you discuss a time when you had to make a quick investment decision under pressure? (medium)
  • How do you approach asset allocation in your investment portfolio? (medium)
  • What is your experience with alternative investments, such as private equity or hedge funds? (medium)
  • How do you incorporate ESG factors into your investment decisions? (medium)
  • What is your long-term investment strategy? (medium)

Closing Remark

As you explore opportunities in the investment job market in India, remember to stay informed, hone your skills, and prepare for interviews confidently. With the right combination of expertise and determination, you can build a successful career in this dynamic and rewarding field. Good luck!

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