5001 Investment Jobs - Page 20

Keyloop bridges the gap between dealers, manufacturers, technology suppliers and car buyers. We empower car dealers and manufacturers to fully embrace digital transformation. How? By creating innovative technology that makes selling cars better for our customers, and buying and owning cars better for theirs. We use cutting-edge technology to link our clients’ systems, departments and sites. We provide an open technology platform that’s shaping the industry for the future. We use data to help clients become more efficient, increase profitability and give more customers an amazing experience. Want to be part of it? Purpose of Role : As part of the Finance team that supports the Professional Se...

Experience Required: 10+ years in accounting, finance, and treasury with leadership experience About the Role: As a next step in our group expansion, we are looking for a candidate to join our team as a senior in our accounts department, with a huge future growth potential. Youll play a critical role in identifying gaps, streamlining processes, and ensuring our finance function runs like an international MNC. You will need to be a dynamic all-rounder with experience in treasury, accounting, and softwares like Mprofit and Tally. If you think you are open minded, innovative, and modern in your thoughts, as well as a good team leader who will commit your best to our organisation, we would like ...

Experience Required: 10+ years in accounting, finance, and treasury (investment) with leadership experience - CA required About the Role: As a next step in our group expansion, we are looking for a candidate to join our team as a senior professional with experience in our investment (public and private markets) and accounts departments, with significant future growth potential. Youll play a critical role in identifying gaps, streamlining processes, and ensuring both departments run in synergy like an international MNC. You will need to be a dynamic all-rounder with experience in treasury (investments), accounting, and have the ability to use software such as Mprofit and Tally. If you are ope...

graduates interested in financial services, client advisory, and relationship management. You will be responsible for understanding client financial needs, supporting wealth advisory activities, and helping deliver exceptional customer experiences Required Candidate profile Strong communication, client-handling skills, finance knowledge, sales aptitude, goal-oriented, analytical mindset, relationship-building, eager to learn, customer-focused.

Job purpose Develop, mentor and supervise Analysts and Advanced Analysts Act as a counselor for Analysts and Advanced Analysts Proactively recognize issues and recommend solutions Proactively seek opportunities to diversify client load and exposure to different teams Foster collaboration and constructive communication within the team Demonstrate basic presentation and public speaking skills, while actively participating in meetings Communicate in face-to-face situations, by phone and via email, and determine the appropriate mechanism for communicating, given the situation Display general knowledge of engagement big picture and work towards obtaining appropriate certification Communicate your...

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...

We are looking for a highly skilled and experienced AML Operations Associate to join our team in Gurgaon. The ideal candidate will have at least 3 years of hands-on experience in AML, KYC, or Client Due Diligence within a financial institution or regulated environment. Roles and Responsibility Perform anti-money laundering (AML), combating the financing of terrorism (CFT), and know-your-client (KYC) activities including client due diligence (CDD), enhanced due diligence (EDD), ongoing name screening, periodic CDD reviews, and transaction monitoring for potential suspicious activities. Prepare Suspicious Transaction Reports (STRs) where required, ensuring timely escalation and documentation. ...

Job description To promote all the product line of Mutual Fund FOR HNI CLIENT To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele RM Mutual Fund Sales Customer Engagement (HNI Clients) • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. • Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI custom...

- Lead product strategy for India’s top investment research publication. - Manage subscription products, pricing, customer insights, and growth initiatives. - Collaborate across teams to enhance user experience and profitability. Required Candidate profile - MBA with 6–10 years’ experience in product or business strategy. - Exposure to financial publishing, research, or digital subscriptions. - Strong analytical, communication, and leadership skills. Perks and benefits Leadership growth, data-driven culture

Key Lead large-scale transformation and system implementation programs, ensuring strategic alignment with business objectives and regulatory requirements. Lead and manage custody transformation initiatives by consolidating custodian services under a single provider. Oversee the end-to-end trade settlement process, ensuring timely and accurate execution of trades across various asset classes under client s new platform/custodian. Define and refine the custody and investment operations TOM, process re-engineering approaches, and industry best practices. Manage corporate actions processes, ensuring compliance with regulatory requirements and industry best practices. Provide expert guidance on v...

Role & responsibilities Key Responsibilities 1. Fund & Treasury Management Manage daily fund operations including inflows, outflows, liquidity planning, and cash flow forecasting. Optimize utilization of funds through short-term and long-term investment options. Ensure compliance with internal controls, treasury policies, and statutory guidelines. Monitor working capital requirements including Term Loans, Cash Credit (CC), OD limits, and other banking facilities. 2. Investment & Family Office Management Set up and manage the Family Office structure including governance, reporting, and investment strategy. Develop and implement investment plans across asset classes such as listed equity, unli...

Manager Senior Manager -Due Diligence: 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, t...

Title - Product Consultant Location - Vashi, Navi Mumbai Shift - Night The Group: The Information Products group is the home of manufacturing and innovation at Morningstar. The individuals in this group transform our high-quality data, independent research, and technological expertise into well-designed products that delight our clients. The group’s product management, product development, and service teams collaborate with our Client Solutions group to help provide clients with relevant products and bundled solutions. Role: In this role, you will join a group of personable, dynamic, and technology-savvy individuals that interact with Morningstar customers. You will expand your knowledge of ...

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...

We are looking for a highly motivated and results-driven Junior Assistant Sales professional to join our team at Manappuram Finance Ltd. The ideal candidate will have excellent sales skills and the ability to work in a fast-paced environment. Roles and Responsibility Develop and implement effective sales strategies to achieve business objectives. Build and maintain strong relationships with clients and customers. Conduct market research and analyze industry trends to identify new business opportunities. Collaborate with cross-functional teams to drive sales growth and revenue. Provide exceptional customer service and support to ensure high levels of customer satisfaction. Identify and pursue...

This role will play a pivotal role in developing and executing comprehensive and effective integrated marketing campaigns that align with our brand objectives and drive business growth You will collaborate cross-functionally to ensure a seamless and cohesive brand experience across all channels This role requires a strategic thinker, an expert in integrated marketing, and a leader who can inspire and deliver results in a fast-paced, dynamic environment This person will work closely with the commercial teams, merchants and cross functional channel teams to oversee the entire brand activation process (eg, quarterbacks across all of digital marketing, media, CRM, VM, social, site UI/UX, stores,...

The job holder is akey member of a team responsible for managing the Max Bupa regional Salesthrough the Bancassurance partner. The job holder will work closely with thepartner channel, particularly branch managers of the Banca partners, CustomerService and across the business to ensure the timely delivery of high value,high quality services to Banca beneficiaries. Primary Responsibilities: Achieve assigned annual target of the branch by driving sales across all customer segments- Business mix in terms of blended premium & no. of cases. Maintain cordial relationship across all ranks and files of the branch and resolve escalations with in TATs Support banks sales force in terms of various acti...

The job holder is akey member of a team responsible for managing the Max Bupa regional Salesthrough the Bancassurance partner. The job holder will work closely with thepartner channel, particularly branch managers of the Banca partners, CustomerService and across the business to ensure the timely delivery of high value,high quality services to Banca beneficiaries. Primary Responsibilities: Achieve assigned annual target of the branch by driving sales across all customer segments- Business mix in terms of blended premium & no. of cases. Maintain cordial relationship across all ranks and files of the branch and resolve escalations with in TATs Support banks sales force in terms of various acti...

The job holder is akey member of a team responsible for managing the Max Bupa regional Salesthrough the Bancassurance partner. The job holder will work closely with thepartner channel, particularly branch managers of the Banca partners, CustomerService and across the business to ensure the timely delivery of high value,high quality services to Banca beneficiaries. Primary Responsibilities: Achieve assigned annual target of the branch by driving sales across all customer segments- Business mix in terms of blended premium & no. of cases. Maintain cordial relationship across all ranks and files of the branch and resolve escalations with in TATs Support banks sales force in terms of various acti...

The job holder isa key member of a team responsible for managing Max Bupas cluster Salesthrough the Bancassurance & Alliances partner. Thejob holder will work closely with the cluster Bancassurance & Alliancespartners, Customer Service and other functions to ensure high quality servicesto Bancassurance & Alliances party beneficiaries. timely delivery of highvalue. Primary Responsibilities: Identify opportunities of improvement across customer service, underwriting and claims Ensure robust MIS architecture ( Pre sales/ Post sales) Co-create operational strategy for the region in alignment with the distribution strategy Facilitate implementation in line with companys distribution strategy; ass...

Purpose/Objective The Head of Assets Management will lead the asset management function, ensuring optimal financial performance, operational efficiency, and strategic alignment with the group’s vision. Drive value creation across owned hospitality assets across the group. The role will focus on leveraging data-driven insights to enhance asset value, oversee pre-opening activities, and manage brand partnerships of hospitality assets, contributing to the business unit’s growth. Key Responsibilities of Role Portfolio Strategy & Performance • Develop and implement asset management strategies for hospitality assets to maximize ROI. • Monitor financial performance, budgets, and KPIs for all proper...

As a Wealth Manager at our Ahmedabad - HO location, your role involves building and maintaining strong relationships with high-net-worth clients to understand their financial goals and objectives. You will provide personalized financial advice and tailored solutions, develop comprehensive wealth management strategies, and conduct regular portfolio reviews. Your responsibilities include: - Providing personalized financial advice and solutions tailored to clients" needs. - Developing comprehensive wealth management strategies. - Conducting regular portfolio reviews and adjusting strategies based on market conditions and client needs. - Staying informed about market trends, economic conditions,...

Role Overview: As a Private Banker - First Private at IDFC FIRST Bank, your key role will be to acquire HNI & UHNI clients and nurture strong relationships with them. You will be responsible for selling Investment, Insurance, and other bank products to Private Banking clients to generate fee income. Key Responsibilities: - Nurture and manage end-to-end customer relationships by fulfilling all their banking needs through wealth solutions provided by IDFC FIRST Bank. - Provide a seamless banking experience from both a product and interpersonal perspective. - Achieve organizational objectives of high customer satisfaction scores. - Acquire customers through natural market, open market activitie...

You will be part of a big healthy food wave seeking equity based investment. The company focuses on convenient and healthy food products. - Seek equity-based investment in the healthy food sector - Play a key role in the big healthy food wave - Contribute to the growth and success of the company No additional details of the company are mentioned in the job description.,

As a Telesales Executive/Relationship Executive-Voice Process at Trinity Towers, AJC Bose Road, Kolkata 700 020 for Dhanush, our investment and trading platform, your role involves engaging with newly registered and existing clients to drive initial trading activity and promote financial products. Your responsibilities include: - Conducting outbound calls to clients for driving initial trading activity. - Clearly explaining the benefits of Dhanush's trading platform. - Guiding clients through their first trade execution and assisting with platform navigation. - Building rapport with inactive accounts to increase platform usage. - Identifying client needs and cross-selling suitable financial ...