5001 Investment Jobs - Page 23

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...

Role & responsibilities Branch Manager Responsible for overall Branch operations ,Team Handling and profitability of the branch Handling Branch operations Team, Motivate and work along with branch team to achieve branch set targets Month on Month, Ensure Gold Loan growth at Branch month of month Responsible for canvasing and marketing all products like Debentures, Insurance products, Tour products etc. Building relationship with Customers and follow-up, Increase Interest Collections of the branch and control on NPAs Conducting different marketing activities Gold Appraisal, Interest Collection, Cash Management Assistant Branch Manager Assisting Branch Head to handle Branch operations Team, Mo...

Roles and Responsibilities Work closely with Legg Mason for oversight of fund administration Monitor and manage service level quality of third party providers such as the custodian, fund administrator, and transfer agent Perform necessary daily and monthly checks and controls for the mutual funds Provide accounting reports for internal and external clients Coordinate year-end audits with Legg Mason, Auditor, and custodian Attend to daily inquiries from internal or external clients on the mutual funds Manage and execute instructions on trade orders on behalf of WA funds and clients Reconcile cash, futures & options, swaps, net assets, performance, etc. against the custodian, third party admin...

Looking for a highly driven and experienced Property Advisor to manage warm leads, drive conversions, and support business growth by guiding junior property advisors. Proven ability to convert qualified leads into site visits and bookings. Required Candidate profile This role requires a consulting mindset, target orientation, and the ability to handle both retail buyers and high-ticket NRI/investor clients.

We are looking for a highly skilled and experienced professional to join our team as a Relationship Investment Advisor (RIA) in BWDA FINANCE LIMITED. The ideal candidate will have a strong background in finance and excellent communication skills. Roles and Responsibility Develop and maintain client relationships to understand their financial goals and provide tailored investment advice. Conduct thorough analysis of market trends and economic conditions to make informed investment decisions. Collaborate with internal teams to develop and implement investment strategies that meet client needs. Provide exceptional customer service and ensure client satisfaction through regular communication and...

We are looking for a highly skilled and experienced Branch Manager to lead our team in BWDA FINANCE LIMITED. The ideal candidate will have a strong background in finance and management, with excellent leadership skills. Roles and Responsibility Manage and oversee the daily operations of the branch office. Develop and implement strategies to achieve business objectives and expand the customer base. Lead and motivate a team of professionals to meet sales targets and provide excellent customer service. Build and maintain relationships with key stakeholders, including customers, partners, and regulatory bodies. Monitor and control expenses to ensure profitability and efficiency. Identify and mit...

As a Wealth Manager at Merits Capital Private Limited, you will play a crucial role in understanding clients" financial goals, risk tolerance, and investment preferences through detailed consultations. Your primary responsibility will be to develop personalized financial planning strategies that align with clients" short-term and long-term financial objectives. Cultivating strong and enduring relationships with clients will be essential for success in this role. Key Responsibilities: - Educate clients on Merits Capital's financial products, investment options, and planning tools tailored to their specific needs. - Utilize the existing client base to identify new opportunities and expand busi...

Dear Candidates, We're excited to announce that Policybazaar.com is currently hiring for the position of Tele Sales Executive & Customer Service for the Gurugram (Sector 44) region. We cordially invite you to attend a interview and explore potential opportunities with us. Interview Drive : Urgent Requirement!! Interview Date: 4th to 13th Dec'25 Interview Time: 10:30 AM - 4:30 PM Contact Person - HR Kiran -8800013127 Venue: Policybazaar, Plot No 116, nearest metro station Huda City Center, Sector 44 Gurgaon. Job Details: - Assist customers in selling a range of financial products over the phone. - Meet and exceed assigned targets with accuracy and efficiency. - Learn and effectively communica...

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...

ENGAGEMENT OF SPECIALIST CADRE OFFICERS ON CONTRACT BASIS (ADVERTISEMENT NO: CRPD/SCO/2025-26/17) ONLINE REGISTRATION OF APPLICATION & PAYMENT OF FEES: FROM 02.12.2025 TO 23.12.2025 Vacancies : - Regular : - 464 Backlog : - 42 Age as on 01/05/2025 (Years) # : - 26 - 42 yrs. Circle wise vacancies : - GANDHINAGAR AMARAVATI BENGALURU BHOPAL BHUBANESHWAR CHANDIGARH CHENNAI GUWAHATI HYDERABAD JAIPUR KOLKATA LUCKNOW MAHARASHTRA MUMBAI METRO NEW DELHI PATNA THIRUVANANTHAPURAM REMUNERATION & CONTRACT PERIOD : - CTC Upper Range : - 44.70 Lakhs Educational Qualification : - Mandatory : Graduation from Government recognised University or Institution. Preferred Qualification : MBA (Banking/ Finance/ Mar...

Overview 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,...

Hi, Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text N...

We are seeking Financial Analyst with expertise in cryptocurrency, equity markets, ETFs, mutual funds, wealth management, and trade settlements. Ideal candidate will have experience in trading, corporate actions, taxation, and investment advisory.

Record accounting transactions in SimCorp Dimension (investment accounting platform). Reconcile transactions with custodians to ensure cash and security accuracy. Research and resolve breaks promptly to reduce financial risk. Complete daily and monthly reconciliations and reporting on time. Respond to internal and external queries quickly. Escalate unresolved issues and ensure timely resolution. Recommend process improvements and update procedures. Train and cross-train team members. Support projects by gathering requirements and assisting with implementation. What Will Help You Be Successful in This Role Experience & Education: Bachelor s degree in Accounting, Finance, or Business (MBA pref...

As a Compliance Manager, your role will involve overseeing compliance with IFSCA regulations, SEBI rules, and all applicable laws governing financial/market activities in GIFT City. You will be responsible for drafting, updating, and implementing compliance policies, SOPs, and internal control frameworks. Conducting periodical compliance checks, internal audits, and regulatory reporting will also be part of your key responsibilities. You will need to liaise with regulators, auditors, exchanges, and legal teams for timely submissions and clarifications. Monitoring changes in laws/regulations and ensuring prompt policy updates will be crucial. Additionally, reviewing and approving new products...

- Focus on cross-sell & up-sell opportunity on leads - buied relationship with the allocated customer base. - Act as single point of contact for customers - Analysis for giving professional advice to customer - Fix Meeting with customer as per needs Required Candidate profile - Any Graduation - Min 1 years of sales experience - BFSI & Insurance Ex. Preferred Interested candidate can reach out to me or share resume on WhatsApp - Ajay 7984495928

Company Description: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients most valued asset-management partner. With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether youre producing thought-provoking...

We are looking for a supervisor - Customer Service to join our Branch Services West based in Pune About the department: Supervise the daily operations of the region and the attached branches. Coordinate with other sub functions of TA and other departments to resolve the investor related and distributor related issues. Ensure that the standard terms of service offering are met at all three levels viz., a. investors, b. distributors, and c. internal customer. Recruit, coach and manage the performance of individual team members. Improve daily processes and procedures; support and implement change; and through communication, guide the team towards achieving company goals. Ensure the regulations ...

We are seeking an experienced Senior Technical Program Manager (TPM) to join our team. This is an opportunity to steer the future of music and podcasts as you unleash our teams to deliver innovative experiences that are used by millions of Amazon Music customers. As Senior Technical Program Manager for Maple products, you will partner with business stakeholders and work closely with product, design, science and engineering teams to implement strategy and execution. You will work across multiple platforms (Android, iOS, Web, backend services) steering product design and implementation decisions. You will collaborate with the product teams to deliver the best solutions with efficient use of re...

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, Hemalatha Call & WhatsApp :- 7200031602 Share Updated resume, hemalatha@avaniconsulting.com

About the Department: Our Investment Trade Client Services team ensures accurate and timely processing of derivatives transactions for global clients. We collaborate across markets to maintain compliance and operational excellence. Joining us means gaining exposure to complex financial instruments, developing technical expertise, and contributing to a high-performing, client-focused environment. How You Will Add Value You will confirm Over-the-Counter (OTC) and Exchange-Traded Derivatives (ETD) trades accurately. You will manage lifecycle events such as resets, expirations, and terminations. You will resolve discrepancies in derivatives and digital asset transactions. You will reconcile posi...

The Billing Analyst will be supporting accurate and timely completion of billing activities and maintaining billing records for the company. This will include supporting with processing and distributing of customer invoices in line with established policies. You are expected to have sufficient knowledge of associated regulations and internal controls to complete these activities. You will report directly to the Billing Team Lead and work closely with the billing team to ensure accurate and timely delivery of billing activities About Group Finance In joining RWS s Finance team you will be a critical part of supporting a listed world-leading provider of technology-enabled language, content, an...

Marmon Technologies India Private Limited . Under close supervision, responsible for less complex treasury-related analyses for department management such as economic research, cash forecasting, capital planning, borrowing/investment, issuance/redemption of debt, and lease tracking. Learning role with 3 to 5 years of experience. Under supervision, responsible for more complex treasury-related analyses for department management such as economic research, cash forecasting, capital planning, borrowing/investment, issuance/redemption of debt, and lease tracking. Learning role with 3 to 5 years of experience. Following receipt of a conditional offer of employment, candidates will be required to c...

JOB DESCRIPTION: Job Title: -Onboarding Officer Location: - Pune (Viman Nagar) Terms: - On third party Shift Time: -10.00am to 7.00pm Week Off: -Sunday Training Period: -10 days (Candidates will be onboarded post certification) JOB ROLE & RESPONSIBLITIES: We are looking for an enthusiastic Onboarding Officer who can counsel the potential investors over the phone and will be able to generate the sales for the organization by selling the different type of advisory services. The candidate shall take up the below mentioned roles and responsibilities: Dialling 100-150 calls giving 3-5 hours talk time. Selling an equity-based product on call from scratch to end. The candidate will be responsible t...

The role involves reconciling global bank accounts with bank statements, accounting for investment income from mutual funds and fixed deposits on a monthly basis, interacting with geo leads, treasury, and SEC teams on ongoing issues related to banking activities, and managing audit queries for group and standalone audits. bachelor s / masters degree in finance, economics, business administration, or a related field is required; an MBA 7 - 11 years Coordinate team tasks, assist in project management, handle customer inquiries, and prepare reports