3983 Investment Jobs - Page 28

Team Leader – Wealth Managers / Advisors Location: Dwarka- Delhi Experience: 5–7 yrs (Wealth Management) * Team handling for Wealth Advisors / Planner + HNI client servicing * Mutual Funds, Insurance, PMS sales * NISM/CFP preferred Call- 9759214475

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest different investment schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database b...

Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on join...

Manager Offer Specialist Chennai Lauritz Knudsen Electrical and Automation (A unit of Schneider Electric India Pvt Ltd ) is a pioneering electrical and automation brand with a rich legacy of over 70 years in India We offer a comprehensive portfolio of low-voltage switchgear, medium-voltage switchgear, automation solutions, software, and services catering to diverse segments, including homes, agriculture, buildings, infrastructure, and industry, L&T Switchgear is now Lauritz Knudsen Electrical & Automation, Key Responsibilities/Deliverables: 1 Shall be responsible for OI for Karnataka & Kerala States for SRO region for LMV business, 2 Offer preparation & submission for various customers for S...

Company Description Colliers (NASDAQ, TSX: CIGI) is a leading global diversified professional services company, specializing in commercial real estate services, engineering consultancy and investment management With operations in 70 countries, our 22,000 enterprising professionals provide exceptional service and expert advice to clients For nearly 30 years, our experienced leadership with substantial inside ownership has consistently delivered approximately 20% compound annual investment returns for shareholders With annual revenues exceeding $4 5 billion and $99 billion of assets under management, Colliers maximizes the potential of property, infrastructure and real assets to accelerate the...

Job Location: Pune Company Description Ferrero is a family-owned company with a truly progressive and global outlook and iconic brands such as Nutella, Tic Tac, Ferrero Rocher, Raffaello, Kinder Buenoand Kinder Surprise As the love for our brands continues to grow, so too does our global reach Represented in more than 50 countries, with products sold in more than 170, the Ferrero Group is loved by generations around the world The secret to our global success40,000 dedicated employees who celebrate care and quality to craft a business, careers and brands we are proud of Join us, and you could be one of them Diversity Statement Ferrero is committed to building a diverse and inclusive culture i...

Job Description Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning Expert Are you passionate about empowering people with financial knowledgeDo you thrive on helping individuals make smart financial decisions for a secure futureIf yes, then this role is for you! Key Responsibilities Build strong relationships with clients by understanding their goals and offering personalized financial solutions Guide individuals in making informed financial decisions for long-term financial well-being Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs Stay ahead of market trends, regulatory changes, and industr...

Reference 24000QG5 Responsibilities Job Summary / Job Purpose-: Monitor and ensure all activities carried out in IBU branch are in compliance with the internal policies and procedures of the Group and IFSCA guidelines Major Accountabilities / Principal Responsibilities-: Responsible for maintaining a strong Compliance culture in the branch, interact with regulators/supervisors directly and act as SPOC for regulators Monitor and disseminate various regulatory and internal guidelines / updates to various stake holders / BUs in the Bank for necessary action Ensure tracking, monitoring and submission of various returns and ad-hoc requests from the Regulator Implement policies and regulations wit...

Job Description Account to Report Band 10 ATR Group Lead (Onsite, based in Ahmedabad) Position Summary We are seeking a highly skilled and experienced Account to Report (ATR) Group Lead to join our dynamic finance team The ideal candidate will lead our ATR function, ensuring accuracy, compliance, and efficiency in all reporting and accounting processes This role is crucial for driving financial integrity and supporting strategic decision-making across the organization The ATR Group Lead will be based in Ahmedabad, India and must possess a CPA qualification with extensive experience in the FMCG industry and Big-4 experience, This position is expected to work EU hours, but due to its seniority...

ABOUT US: As a world leading provided of intergrated solutions for the alternatie investment industry, Alter Domus (meaning The Other House in Latin) is proud to be home to 90% of the top 30 asset managers in the alternatives industry, and more than 6,000 professionals across 24 countries, With a deep understanding of what it takes to succeed in alternatives, we believe in being different in what we do, in how we work and most importantly in how we enable and develop our people Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to...

Come join Deepwatchs team of world-class cybersecurity professionals and the brightest minds in the industry If you're ready to challenge yourself with work that matters, then this is the place for you We're redefining cybersecurity as one of the fastest growing companies in the U S and we have a blast doing it! Who We Are Deepwatch is the leader in managed security services, protecting organizations from ever-increasing cyber threats 24/7/365 Powered by Deepwatchs cloud-based security operations platform, Deepwatch provides the industrys fastest, most comprehensive detection and automated response to cyber threats together with tailored guidance from dedicated experts to mitigate risk and m...

At EY, you have the opportunity to build a unique career with global scale, support, inclusive culture, and technology to help you become the best version of yourself. Your unique voice and perspective are valued to contribute towards making EY even better and create a better working world for all. - Manage the quality of service delivery within the FAAS solutions framework - Execute FAAS solutions such as Financial Accounting and Reporting Excellence, Accounting Processes, Regulation, Governance, Financing, Remediation, and Readiness - Demonstrate good knowledge of Investment and Derivative products, Front office and back-office trade of derivative products, and sector-specific knowledge of...

As a Moderator at Barrons, your primary responsibility will be to safeguard the quality of discussions and community content on the platform. You will enforce company policies and guidelines, ensuring that online comments and posts align with Barrons" mission. Your role will involve promoting the company's core values by facilitating intelligent interactions related to investment topics and engaging with users to enhance their understanding of policies and encourage increased engagement. - Identify and remove posts and content (written, video, audio, graphics) that do not meet Barrons" standards promptly - Address reports of abusive comments and manage the pending user content pipeline - Str...

As a financial products and stock market enthusiast, your responsibilities in this on-site role at Netaji Subhash Place, Pitampura, Delhi will include: - Analyzing various financial and investment products, including mutual funds, insurance products, and other financial investment products. - Deeply understanding mutual funds and evaluating their past performance. - Conducting research on identified shares. - Profiling client risk and working on investment and trading strategies. - Backtesting the returns/results of the strategies. - Developing hedging strategies, futures, and options strategies. - Meeting clients to raise awareness about financial products. - Marketing and selling financial...

Job Title: Field Sales Manager (Field Sales) Location: Kochi, Kottayam, Trivandrum CTC: Up to 4.00 LPA + Incentives Experience: Minimum 1 year in field sales Qualification: Graduation mandatory Age: 21 to 40 years Job Description: We are hiring for Sales Manager in the BFSI sector. The role includes meeting clients, generating leads, and achieving sales targets through field visits and direct sales activities. Roles and Responsibilities: Generate leads and convert them into sales Meet clients and explain products Achieve monthly sales targets Maintain good customer relationships Coordinate with internal teams for smooth processing Who Can Apply: Candidates with minimum 1 year of experience i...

Contact potential clients through calls/fields visits Present product benefits & handle queries effectively Maintain updated lead database in CRM Achieve call & conversion targets daily Support field sales with qualified leads Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Assist the sales team & implement the sales strategies with them. Build strong relationship to drive retention & generate referrals. Identify potential clients & drive business growth. Meet sales goals by actively promoting products/services. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Share CV at Whatsapp: 93132 41521 Sr HR Riya Perks and benefits On Roll Medical Benefits Family Insurance Career

Assist the sales team & implement the sales strategies with them. Build strong relationship to drive retention & generate referrals. Identify potential clients & drive business growth. Meet sales goals by actively promoting products/services. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Share CV at Whatsapp: 93132 41521 Sr HR Riya Perks and benefits On Roll Medical Benefits Family Insurance Career

Leading and guiding the sales team Driving sales targets and growth Developing and implementing sales strategies Coaching and training team members Coordinating with internal teams Reporting performance to management Required Candidate profile Any graduate with min 1 year of sales experience Good communications skills Convincing Power Share CV at- Call / WhatsApp - 8799459860 Sr HR Janvi G Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Building and maintaining relationships with clients Identifying and pursuing new sales opportunities Presenting and demonstrating products or services Negotiating terms and closing deals Participating in sales meetings & training sessions Required Candidate profile Any graduate with min 1 year of sales experience Good communications skills Convincing Power Share CV at- Call / WhatsApp - 8799459860 Sr HR Janvi G Perks and benefits On Roll - Full Time Insurance Career Mediclaim

This is an Internal document. Job Title: Relationship Officer - 811 Digital Sales Grade: M1 Job Role- . Have good awareness of Corporates with entry point links in those corporates. . 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 ne...

Your working location will be particular Branch You have to sale life insurance policy by convincing following type of Customers Walking & Existing customers If Leads provided by Branch Your own contacts etc. You have to visit customers if required

Company Website - www.alankit.com/ https://www.alankit.in/national-pension-system-services.aspx Job Title: Sales NPS Intern / Marketing Executive Department: Sales & Customer Success We are seeking a highly motivated and detail-oriented Sales NPS Intern to join our team. This position is ideal for a student or recent graduate interested in the intersection of sales and customer relationship management. Engage with customers and respond to queries on Phone, Instagram, WhatsApp, and Email. Promote and market the National Pension Scheme (NPS) to individuals, corporates, and institutions. Conduct awareness sessions, seminars, and presentations to explain the benefits of NPS. • Build and maintain...

In this role, you will be responsible for the following tasks: - Understanding concepts of financial planning, including various super, pension, investment, and insurance related laws and terminologies. - Preparation of high quality Statement of Advice documents containing recommendations and client details. - Preparation of cash, super, pension, and investment projections. - Collating client data and product information, as well as documenting reports and correspondence. - Conducting need-analysis for financial planning clients, including insurance, investments, retirement, and tax. - Conducting portfolio analysis to provide advice on portfolio structure and risk analysis. - Updating and ma...

As an intern at our company, you will be expected to have previous internship experience in investment, equity research, mutual funds, stocks, and bonds. It is crucial that you possess excellent knowledge of tools like Power BI and Advanced MS Excel. **Key Responsibilities:** - Previous internship experience in investment, equity research, mutual funds, stocks, and bonds - Excellent knowledge of tools like Power BI and Advanced MS Excel **Qualifications Required:** - Bachelor's degree is preferred - Comfortable carrying your own laptop - Comfortable with a 10k stipend - Ability to join within a specified number of days Please note that this is an internship position with a contract length of...