3983 Investment Jobs - Page 25

Kotak Mahindra Bank Limited is looking for Relationship Manager - Portfolio - AGRI - FIN - PROJECTS to join our dynamic team and embark on a rewarding career journey. Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients' needs and requirements and proposing suitable solutions. Providing clients with comprehensive product/service consultations and guiding their decision - making process. Upselling and cross - selling products/services to clients. Resolving complaints and issues efficiently and in a timely manner. Meeting sales/...

SUMMARY Objectives The Mortgage Investor Reporting Analyst plays an important role in the organization by performing several activities related to the Loan Servicing functions. The role is primarily responsible, under general supervision, for performing several reporting related tasks in support of the department, such as, remittance reporting, balancing, preparing reports, maintaining accurate records, identifying payment discrepancies, providing analysis, etc. The Mortgage Investor Reporting Analyst is responsible for the accurate and timely reporting and remittance of mortgage payments to the investors in their assigned portfolio. They are required to review remittance reports, ensure the...

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Role & responsibilities Execution of Investment related transactions. Coordination with external parties. Re-conciliation of Data. Regular (weekly) updatation of data into internal database. Monthly MIS Improving efficiency of transactions based daily deadlines / cutoff as per regulator Continuous KYC updation with various banks, Investment Managers, wealth managers. Follow up data required for the Income Tax. Regulatory changes and requirements. Having knowledge of Investment Software Assets Vantage “ Having knowledge of accounting work

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...

Description We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotia...

Description We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotia...

Description We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotia...

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...

Looking for Telesales Wealth Management(strong communication skills & Good with Excel) Industry: -Financial Services Experience: 1-4 years of relevant experience in wealth broking would be preferred Location: Kalina or BKC Education: Graduate / Post-Graduate Key Responsibilities: Maintaining regular MIS & data management. Target oriented profile (to generate 15-20 meetings on a monthly basis) Candidate needs to be open to call 80-100 prospective clients daily.(database will be provided) Preference:graduate

We are hiring for Well reputated Company : Profile : Agency grwoth manager Experience : 3 Years to 8 Years Location : Chandigarh Job Responsibilities : Recruit good quality Insurance Advisors by prospecting, identifying, and sourcing good quality insurance advisors. Train the Insurance Advisors through classroom and on the job training to help them achieve sales targets. Achieve business targets- Plan and implement achievement of sales targets. Lead, motivate and develop the team of Agency Leader & Insurance Advisors. Profile : PRIORITY MANAGERS (HNI Relationship) Experience : 3 Years to 10 Years Loccation: Chandigarh Job Responsibilities : Bulid and Strong maintain strong relationship HNI C...

As an intern at TEAM4 Consultancy in Chandigarh, you will have the opportunity to contribute to understanding business risks, problem-solving, and recommending solutions for clients. Working under the guidance of experienced professionals, you will enhance your skills in finance, investment, and risk management through day-to-day tasks. - Analyze business risks and develop solutions - Collaborate with the team to ensure client satisfaction - Demonstrate excellent communication and interpersonal skills - Utilize strong analytical and problem-solving abilities - Prioritize customer service excellence in a paperless operation - Maintain confidentiality of client information - Passionate about f...

JOB PROFILE Position Assistant Territory Manager Location Hyderabad Reporting Mgr. Name - Department Bancassurance Reporting Mgr. Designation Regional Sales Manager Offered Grade M6 Our Purpose At Niva Bupa, our purpose is to give every Indian the confidence to access the best healthcare Our Values Commitment Innovation Empathy Collaboration Transparency Proficiency Level (Please Tick) L1: - HEAD OF FUNCTION/BUSINESS (Sr. Leadership Team) L2: - MANAGER OF MANAGER L3: - MANAGER L4: - INDIVIDUAL CONTRIBUTOR About Niva Bupa Health Insurance Company Niva Bupa Health Insurance Company Limited (formerly known as Max Bupa Health Insurance Company Limited) is a joint venture between Fettle Tone LLP ...

We are looking for a supervisor Customer Service to join our Branch Services South based in Hyderabad. This department oversees regional operations and branch performance, ensuring service standards are met for investors, distributors, and internal teams. It collaborates across TA and other departments to resolve issues and improve processes. Team members are coached and supported to grow professionally while contributing to regulatory compliance and customer satisfaction. The environment encourages ownership, communication, and innovation through project work and continuous improvement#MID_SENIOR_LEVEL How You Will Add Value Core Responsibilities: You will supervise a team to meet operation...

As a Senior Product Owner at Swiss Re, you will drive the strategy, roadmap, and execution of key digital products that deliver measurable business and customer value. You ll work in an Agile environment, closely collaborating with cross-functional teams and stakeholders to define and prioritize product features, ensuring alignment with strategic objectives. About the team Our team is responsible for the building products solutions for Corporate Solutions business unit. We closely collaborate with other teams and colleagues around the globe to share knowledge and develop products. Your responsibilities include Own and execute the product roadmap, ensuring continuous alignment with business g...

As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong ficial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products. You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management. You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction. The role also invol...

About you You can create a learning culture in your classroom where students are supported, challenged, and inspired to be the best they can be - students in your classes will believe there are no limits to what can be achieved. Your excellent motivation and communication skills enable you to create a feeling of energy, excitement, and personal investment within the classroom. Receptive to feedback and ready to embrace change, you will be keen to share best practice with colleagues and peers. As a strong ambassador for the school, you will be able to develop new ways to engage students and parents across both our school (NAISAK), and the wider Nord Anglia Education, communities. Your strong ...

Role Summary and Impact 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 a Senior Manager - 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 ...

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 r...

Generate Sales through allocated channel Contact and follow up with new and prospective clients and set up new business opportunities Convert prospects into customers by show-casing appropriate products to the prospectsmatching their investment needs Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share Stay up to date on industry trends and identify new market opportunities Build and maintain relationships with key clients, communicate effectively and demonstratedeep understanding of customer needs and knowledge of mutual fund market and products Ensure and adhere to compliance and...

Generate Sales through allocated channel Contact and follow up with new and prospective clients and set up new business opportunities Convert prospects into customers by show-casing appropriate products to the prospectsmatching their investment needs Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share Stay up to date on industry trends and identify new market opportunities Build and maintain relationships with key clients, communicate effectively and demonstratedeep understanding of customer needs and knowledge of mutual fund market and products Ensure and adhere to compliance and...

Generate Sales through allocated channel Contact and follow up with new and prospective clients and set up new business opportunities Convert prospects into customers by show-casing appropriate products to the prospectsmatching their investment needs Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share Stay up to date on industry trends and identify new market opportunities Build and maintain relationships with key clients, communicate effectively and demonstratedeep understanding of customer needs and knowledge of mutual fund market and products Ensure and adhere to compliance and...

Kotak Mahindra Bank Limited is looking for Product Specialist - Private Banking - Investment Counselors to join our dynamic team and embark on a rewarding career journey. We are seeking a dedicated and knowledgeable Product Specialist to join our team. As a Product Specialist, you will be responsible for providing expertise on our products and services, supporting sales and marketing efforts, and ensuring customer satisfaction. The ideal candidate will have a deep understanding of our products, strong communication skills, and the ability to engage with both internal teams and external stakeholders. Responsibilities : Develop a comprehensive understanding of our products, features, benefits,...

About the Team The Ads team at Navi is responsible for delivering personalised and contextually relevant advertisements to customers within the app. By leveraging user insights and data-driven targeting, the team ensures ads feel like a natural and helpful part of the customer journey, ultimately driving both user satisfaction and incremental revenue for the business. What We Expect From You -Lead a portfolio of strategic programs: Drive multiple complex, cross-functional programs from ideation to launch, ensuring they align with business objectives and deliver significant impact. -Forge and maintain senior-level relationships: Partner with senior leaders across engineering, product, sales, ...

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...