3891 Investment Jobs - Page 20

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 relat...

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 relat...

Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About Axis Virtual Centre: Axis Virtual Centre engages with the Axis Bank 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 financial solutions via cross-sell and upsell. The Axis Virtual Centre supports the respective Line of Business to achieve and exceed dial targets through effective use of communication skills and envisages to provide a differential customer experience. About the Role: The Video KYC Officer is part of the liability team under AVC, Axis Bank, which handles the NTB acquisitions and liability products. They need to be proficient in the comp...

About Axis Virtual Centre: Axis Virtual Centre engages with the Axis Bank 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 financial solutions via cross-sell and upsell. The Axis Virtual Centre supports the respective Line of Business to achieve and exceed dial targets through effective use of communication skills and envisages to provide a differential customer experience. About the Role: The Video KYC Officer is part of the liability team under AVC, Axis Bank, which handles the NTB acquisitions and liability products. They need to be proficient in the comp...

About Axis Virtual Centre: Axis Virtual Centre engages with the Axis Bank 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 financial solutions via cross-sell and upsell. The Axis Virtual Centre supports the respective Line of Business to achieve and exceed dial targets through effective use of communication skills and envisages to provide a differential customer experience. About the Role: The Video KYC Officer is part of the liability team under AVC, Axis Bank, which handles the NTB acquisitions and liability products. They need to be proficient in the comp...

About Axis Virtual Centre: Axis Virtual Centre engages with the Axis Bank 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 financial solutions via cross-sell and upsell. The Axis Virtual Centre supports the respective Line of Business to achieve and exceed dial targets through effective use of communication skills and envisages to provide a differential customer experience. About the Role: The Video KYC Officer is part of the liability team under AVC, Axis Bank, which handles the NTB acquisitions and liability products. They need to be proficient in the comp...

Minimum 3 to 6 years experience in US Retirement, on Investment & Fund, Trading/Recon, Fund Research/Broker Dealer/Commissions and Plan setup & onboarding. Understanding various adoption agreement provision. Flexible to work in US shift. Project Transition Make sure to meet the client defined SLA & Qualiyt are met. Traning the team member. Communicating with customer through eamil and calls. Understand the client expectation and deliver. Adrehence to business requirement

You are a strategic thinker passionate about driving solutions in Private equity . You have found the right team As an Analyst in the Private Equity Secondary Group, you will engage broadly in various areas of private equity, but primarily focus on secondaries and contribute to all aspects of the secondary deal process. You will develop and share your thoughtful opinion and thrive in an entrepreneurial, collaborative, low-ego culture with high volume and fluid structure. Job Responsibilities Deal sourcing, screening, and conducting due diligence on private equity secondary transactions, leveraging the team s robust GP network and broader private capital network Participate in evaluation and ...

As part of the Global Operations Centre (GOC) , you will work closely with teams across the United States, Europe, and Asia to deliver high-impact solutions in a collaborative, multicultural environment. We are looking for an Executive - Programmatic who will: Develop strong relationships with counterparts in WPP GOC regional teams (Europe, U.S., Asia) Lead the training and growth of your local programmatic team! Enforce DV360 and TrueView best practices with a focus on platform expertise, consistency, and quality of work delivery. Be accountable for consistent work delivery to WPP GOC regional teams by ensuring a high quality of output. Serve as point of escalation for your team and take ow...

The role will be specifically for Western Asset, a globally integrated fixed income manager who is a subsidiary of Franklin Templeton. We are looking for an Analyst for the Global Trade Services (GTS) team. Global Trade Services (GTS) is part of the Investment Operations Global department, which includes Corporate Actions, Pricing, Security Maintenance, and Accounting. GTS plays a critical role in minimizing settlement risk and managing processes for fixed income and equity products. The team collaborates across functions and technologies to support trading desks with time-sensitive, analytical tasks. Joining GTS offers exposure to global markets, cross-functional teamwork, and opportunities...

The role will be specifically for Western Asset, a globally integrated fixed income manager who is a subsidiary of Franklin Templeton. We are looking for a Senior Specialist for the Global Trade Services (GTS) team. Global Trade Services (GTS), part of the Investment Operations WAM Group, plays a vital role in minimizing settlement risk across fixed income and equity products. The team works collaboratively with internal departments and external partners to ensure accurate trade execution and compliance with global regulations. Joining GTS offers exposure to complex financial operations, cross-functional collaboration, and opportunities to lead impactful initiatives. Core Responsibilities: Y...

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@gmail.com

Demonstrate strong understanding of brand challenges, consumers, cultural trends and regional nuances. Interpret data/tool outputs and drive storytelling to develop E2E briefs on brands. Interact with diverse specialist teams, engaging them to work on your brief, curate and enhance their ideas so that they are on brief. Mentor the team to proactively & reactively work on E2E briefs within deadlines. Communicate emerging opportunities and best in class work with client teams to keep them engaged and responsive. Impact : Be fully immersed in strategic brand challenges & campaigns, AI-led audience profiling, media understanding, cultural context & best campaigns in the competitive set nationall...

Building & growing wealth is difficult and time-consuming. Most individuals struggle with managing their investments and money. Our goal is to help individuals grow their wealth without the stress, time, and costs involved in a traditional investment. At Dezerv, We are building a platform that leverages our decades of investment expertise to help individuals invest better for their future.What are we trying to solve/missionWe are passionate about helping Indians invest better. We manage investments with active oversight to help both, sophisticated and new investors build long term wealth across various market conditions.We are looking for a Flutter Developer who will run and design product a...

Develop and nurture strong relationships with affluent clients to provide tailored ficial advice and wealth management solutions. Analyze client portfolios and offer investment strategies aligned with their ficial goals and risk appetite. Ensure seamless onboarding of new clients by coordinating with cross-functional teams for KYC, documentation, and account setup. Proactively identify cross-selling and upselling opportunities for banking and investment products while maintaining a high level of client satisfaction. Monitor market trends and portfolio performance to recommend timely adjustments. Act as a single point of contact for client servicing, resolving queries promptly, and ensuring c...

Lead/ Support project execution, related technological challenges, operations, performance, economic, and market trends. Research and Analyze emerging technology and innovations in different streams of Science and Technology and their industrial applications. Lead meeting planning, facilitation, presentation, minutes, and follow-up. Regularly interact and coordinate with internal and external stakeholders to ensure the performance of startups and look for newer avenues of partnerships. Ensure preparation of necessary portfolio reports for both internal and external purposes. Understand the target markets, including industry, company project, and company contacts, and which market strategies ...

Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

Kotak Mahindra Bank Limited is looking for Branch Relationship Manager to join our dynamic team and embark on a rewarding career journey Customer Relationship Management:Build and maintain strong relationships with customers, providing personalized service and addressing their ficial needs Conduct regular meetings and reviews with customers to understand their goals, ficial situations, and requirements Recommend and offer appropriate banking products and services, such as loans, deposits, investment options, and insurance Handle customer inquiries, complaints, and requests, ensuring prompt and satisfactory resolution Sales and Business Development:Develop and implement strategies to achieve ...

Draft, review, and negotiate various legal documents including investment agreements, shareholder agreements, and incubation agreements. Ensure all documentation is compliant with relevant laws and regulations. Legal Advisory: Provide legal advice and support on matters related to startup incubation, investments, and corporate governance. Assist startups in understanding the legal implications of fundraising and investment processes. Due Diligence: Conduct legal due diligence for startups seeking investment. Identify and mitigate legal risks associated with investment processes. Compliance: Ensure startups comply with all legal and regulatory requirements. Monitor changes in laws and regulat...

Researching, validating and processing corporate action information from various external sources on a daily basis within our internal systems. Track all outstanding Mandatory corporate actions and capture all market updates while maintaining a thorough understanding of the event and company intent. Support all impacted stakeholder (front office clients, downstream accounting and reporting, and other investment operation teams) by answering all inquiries timely and accurately. Keeping abreast of and implementing changes in the daily corporate action procedures, the market practices and general rules and regulations to ensure that capital change information is distributed in a timely and accu...

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

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 policies Coordinate 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 relat...