5001 Investment Jobs - Page 22

Summary : Leads and grows a network of teams to achieve sales goals through strategic planning, training, and relationship management. Key Responsibilities : Expand the business in the assigned area with your team. Set and surpass sales targets. Train your team on products and sales strategies. Build strong partner relationships. Develop and execute sales plans. Monitor performance and report insights. Ensure compliance with regulations. Collaborate with internal teams. Qualification: A bachelors degree is mandatory. Minimum 1+ years of experience in sales in Insurance Ability to consistently meet sales goals and effectively lead teams. Strong leadership abilities to guide teams toward achie...

Job Title: Associate - Legal Experience: 2-3 Years Employment Type: Full-time Location: Malad, Mumbai (Corporate Office) About LenDenClub LenDenClub is a leading RBI-registered peer-to-peer lending platform offering an alternative investment avenue for investors seeking high returns while connecting them with creditworthy borrowers looking for short-term personal loans. With 8 million+ users and 2 million+ investors , LenDenClub enables investors to earn consistent returns in the range of 10%-12% and provides a stable, diversified investment option unaffected by market volatility and inflation. Why Work at LenDenClub LenDenClub is certified as a Great Place to Work and is recognized for its ...

The purpose of this role is to provide support to the senior team, taking responsibility for all administrative tasks within the team to ensure campaigns run smoothly and to plan. Job Description: Key responsibilities:Effectively runs the day to day planning on key accountsBuilds and develops media owner relationships in order to drive market leading planning for clientsWorks with other departments to ensure a campaign goes live on time through the use of best practice and adherence to Service Level Agreement sUses understanding of commercial opportunities and trading focuses to ensure investment is guided towards the most appropriate partners

Provides technical assistance by responding to client service requests. Assist with the production of client reports and pension review. Provide administrative support to senior Pension Administration team members. Process forms and administer general client service activities. Process and review participant forms and requests and assist with complex participant questions. Perform peer review on participant transactions. Provide pension reporting support. Prepare and peer review of Client reports to include weekly, monthly and quarterly reporting. Monitor timely processing of files, and reports.

Content Management (40%) - The most important and critical aspect to the work is taking ownership of content creation through SMEs, reviewing content for quality parameters, logical correctness, and upload while coordinating with operations team and maintaining the inventory of content for future reference. SME (Subject Matter Expert) Management (20%) - Explore new SMEs through different SME portals, example, LinkedIn, networking etc and getting SMEs on-boarded for content creation/ review for personality & behavioral tools and assessments requirements. Managing the SMEs for content related work, invoicing/NDA and contract on a monthly basis, and ensuring great experience with partner while ...

Understanding concepts of financial planning. Understanding various super, pension, investment and insurance related laws and terminologies. Preparation of high quality Statement of advice documents containing the recommendations of the advisor and the details of the client for presenting to the clients. Preparation of cash, super, pension and investment projections. Prepare various Super, insurance, pension and investment comparisons to assist the financial advisors. Collating client data and product information from providers. Documenting of all reports and correspondence. Preparing financial calculations and detailed cashflow projections for different scenarios. Identify and obtain inform...

Do you want your voice heard and your actions to count Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world s leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world s most trusted financial group, it s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools th...

The presales team in analytics plays a pivotal role in connecting client needs with technical and analytical capabilities before a deal is finalized. Their primary responsibilities include understanding business challenges, designing tailored analytics solutions, and preparing proposals and proof-of-concepts that demonstrate value. They act as technical and anlaytical advisors during client engagements, ensuring solutions are feasible and aligned with strategic objectives. Beyond solution design, the team collaborates closely with sales and delivery teams to ensure smooth transitions post-sale, while also providing market intelligence to position offerings competitively. In essence, presales...

Job description Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordi...

The presales team in analytics plays a pivotal role in connecting client needs with technical and analytical capabilities before a deal is finalized. Their primary responsibilities include understanding business challenges, designing tailored analytics solutions, and preparing proposals and proof-of-concepts that demonstrate value. They act as technical and anlaytical advisors during client engagements, ensuring solutions are feasible and aligned with strategic objectives. Beyond solution design, the team collaborates closely with sales and delivery teams to ensure smooth transitions post-sale, while also providing market intelligence to position offerings competitively. In essence, presales...

About the Department: Our Loan Operations team ensures accurate processing and settlement of leveraged loans and related products. We work closely with traders, portfolio managers, and external partners to maintain operational excellence and compliance. Joining us means contributing to complex loan administration processes, collaborating with experts, and driving continuous improvement in systems and workflows. How You Will Add Value? You will manage loan administration tasks, including trade processing and reconciliations. You will support settlement of loan syndications, secondary trades, CLOs, and restructures. You will review trade confirmations and agreements for accuracy and compliance...

Job Title: LD Ops About Us Capco, a Wipro company, is a global technology and management consulting firm. Awarded with Consultancy of the year in the British Bank Award and has been ranked Top 100 Best Companies for Women in India by Avtar & Seramount . With our presence across 32 cities across globe, we support 100+ clients across banking, financial and Energy sectors. We are recognized for our deep transformation execution and delivery. WHY JOIN CAPCO? You will work on engaging projects with the largest international and local banks, insurance companies, payment service providers and other key players in the industry. The projects that will transform the financial services industry. MAKE A...

About the Department: Our Investment & Trade Operations team manages derivatives operations and collateral processes to support global trading activities. We work closely with internal teams and external partners to ensure accurate margin management and risk mitigation. Joining us means gaining exposure to complex financial instruments, collaborating with experts, and contributing to operational excellence. How You Will Add Value? You will ensure margin requirements are met within deadlines. You will collaborate with Front and Middle Office teams on collateral selection and optimization. You will assess risk for collateral types and manage counterparty exposure. You will resolve issues by li...

About the Department: Our Global Corporate Actions team ensures accurate processing of mandatory corporate actions across all securities. We work closely with internal stakeholders and external market sources to maintain data integrity and prevent financial or NAV impacts. Joining this team means gaining expertise in complex corporate action events, collaborating with global partners, and contributing to operational excellence. How You Will Add Value? You will research and validate corporate action details from multiple market sources daily. You will update internal systems and ensure timely, accurate distribution of event information. You will analyze pricing, quantity, and cost implication...

About the Department: Our Investment & Trade Operations team manages derivatives and collateral processes to support global trading activities. We work closely with internal teams and external partners to ensure accurate margin management, risk mitigation, and operational efficiency. Joining us means contributing to high-impact projects, collaborating with experts, and gaining deep exposure to complex financial instruments. How You Will Add Value? You will ensure margin requirements are met within deadlines. You will supervise reconciliation of positions and collateral for derivatives. You will assess risk for collateral types and manage counterparty exposure. You will resolve issues by liai...

What are the ongoing responsibilities of this position? Net Promoter Score (NPS) Monitoring & Reporting - 40%: Monitor Net Promoter Score (NPS) statistics on a daily basis, tracking trends and identifying significant changes in customer sentiment. Publish and maintain NPS dashboards with up-to- metrics, ensuring visibility for relevant stakeholders and leadership. Generate periodic NPS reports (daily, weekly, monthly) with actionable insights and historical comparisons. Collect, validate, and consolidate NPS data from multiple sources, including call centers, branches, and distributor networks. Perform data sanity checks to ensure accuracy, consistency, and completeness before storing in the...

Job Description: Job Title: Sales Coverage Support Analyst Corporate Title: Analyst Location: Chennai, India Role Description Work in wealth management division which caters to HNI and UHNI Clients including individuals and non individuals. Mainly responsible to handle the client servicing /execution /documentation and logistics related to client s investment portfolio across investment products like mutual funds, PMS, AIFs etc. This would include filling forms, handling daily transactions, arranging for statements, awareness of cut-off timings, working knowledge of various types of mutual funds and PMS. Client facing role requiring interaction with the client and/or their office What we ll ...

Job Description: Job Title: Sales Coverage Support Analyst Corporate Title: Analyst Location: Ludhiana, India Role Description Work in wealth management division which caters to HNI and UHNI Clients including individuals and non individuals. Mainly responsible to handle the client servicing /execution /documentation and logistics related to client s investment portfolio across investment products like mutual funds, PMS, AIFs etc. This would include filling forms, handling daily transactions, arranging for statements, awareness of cut-off timings, working knowledge of various types of mutual funds and PMS. Client facing role requiring interaction with the client and/or their office What we ll...

Quantitative Analytics, Quant Research, Calculation Services- Mumbai The Group : Morningstar s Quantitative Research Group creates independent investment research and data-driven analytics designed to help investors and Morningstar achieve better outcomes by making better decisions. We utilize statistical rigor and large data sets to inform the methodologies we develop. Our research encompasses hundreds of thousands of securities within a large breadth of asset classes including equities, fixed income, structured credit, and funds. 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 ...

Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the ...

Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the ...

Building and maintaining relationships with clients digital Engaging existing customers to offer new products and services, such as loans, based on their needs Handling customer inquiries, resolving issues, and ensuring a positive customer experience Required Candidate profile Any graduate with min 3 year of sales experience Good communications skills Convincing Power Perks and benefits On Roll - Full Time Insurance Career Mediclaim

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management