5001 Investment Jobs - Page 28

Job Description for Relationship Manager-Insignia Preferred Banking Position Purpose : To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners Responsibilities : 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients. 5. Increase...

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@gmail.com

Role & responsibilities Establish, manage, and grow the Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements Ensure complete knowledge of all products & services through continuous skill and knowledge improvement Provide feedback on market,...

Position: DM Manager DAC-DE (AD CDMM) Department: BIW New Product Development Location: Chennai Experience: (Add Years, e.g., 815 Years) Employment Type: Full-Time Role Overview The DM Manager DAC-DE (AD CDMM) will be responsible for leading and supporting BIW New Product Development (NPD) activities at Mahindra & Mahindra Ltd. The role requires extensive collaboration with cross-functional teamsincluding design, manufacturing, and qualityto ensure manufacturability, timely execution, and adherence to cost and quality targets. The manager will work closely on stamping tools, welding fixtures, and checking gauges during development and validation phases. Strong expertise in sheet metal proces...

Role Overview: As a Portfolio Quality Analyst at the leading global investment management firm, AB, you will support Associate Portfolio Managers to ensure accurate and efficient portfolio decisions. Your work will be crucial in supporting the foundation of the investment process, identifying and solving daily challenges in the investment lifecycle, and collaborating closely with teams throughout the AB enterprise. Your role may involve working across all asset classes and interacting with Operations and Technology teams. As a Portfolio Quality Analyst, you must demonstrate a keen interest in financial markets and develop a deep understanding of products, operational policies, and procedures...

This role involves handling personal finances, budgeting, tax planning, investments, and ensuring financial compliance while maintaining confidentiality. Required Candidate profile Proven experience as personal accountant role Strong understanding of personal tax, investment, and financial planning. High level of discretion, ethics, and confidentiality.

Morningstar Indexes- http://indexes.morningstar.com Position: Senior Quantitative Analyst – New Product Development – Morningstar Indexes The Area: Morningstar Indexes Team leverages its expertise in equity research, manager research, asset allocation, and portfolio construction to create innovative investment solutions. We use Morningstar’s intellectual property to create indexes that empower investors to achieve their goals at every stage of the investment process - market monitoring, benchmarking, and asset allocation. Morningstar Indexes offers a broad suite of global equity, bond, commodity and asset allocation indexes. The Role: As a part of the New Product Development Team, you will p...

About the Role As a member of the Product and Engineering team at PitchBook, you will be part of a team of big thinkers, innovators, and problem solvers who strive to deepen the positive impact we have on our customers and our company every day. We value curiosity and the drive to find better ways of doing things. We thrive on customer empathy, which remains our focus when creating excellent customer experiences through product innovation. As a Senior Product Designer, you will be responsible for designing and delivering meaningful and impactful experiences for our data operations team, contributing to PitchBook’s market success. You will play a critical role in creating exceptional products...

Role: Investment Analyst - Workplace Solutions Shift: UK Location : Navi Mumbai The Group: Morningstar, Inc.’s mission is to empower investor success. We were founded on the simple idea that when people have good investment information, they make better choices that lead to better outcomes. The Investment Management group consists of our Managed Portfolios and Workplace solutions teams. Within Morningstar Investment Management, LLC, the Workplace group offers a range of retirement solutions, including managed accounts, custom models, and advice service by acting in a fiduciary capacity or as an independent financial expert, as defined by ERISA: IFE, 3(28), or 3(21) capacity. The flagship pro...

Identify & develop new business opportunities through market research. Build & maintain strong relationships with key clients. Develop & implement sales strategies to achieve revenue targets. Negotiate & close deals to drive business growth. Required Candidate profile Any Graduate Min. 1 year of BFSI sales experience Good communication skills Strong Network Leadership skills & Convincing Power Perks and benefits On Roll Job Career Medical Benefits Insurance

Job Title: Investment Specialist Location: Bangalore Department:- TPD ROLE SUMMARY The role holder is responsible for managing / responsible for driving investment penetration among High Net Worth Individual (HNI) clients by promoting wealth products and advisory solutions. The role focuses on enhancing client portfolios through structured offerings, ensuring compliance, and building strong relationships with Relationship Managers (RMs) to achieve business objectives. KEY RESPONSIBILITIES/ ACCOUNTABILITIES Strategic/ Managerial Responsibilities Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients Moving towards an advisory model o...

Who You’ll Work With: Investment professionals have the opportunity to participate in all aspects of projects and be staffed on a number of assignments at once. The team members benefit from wide deal exposure and have the opportunity to assume integral roles on the deal teams. As a team member of the Real Estate Debt team, you will be involved in transactions including: new loan originations Refinancings Recapitalizations Wide variety of deal flow across the capital structure (senior, whole loan, mezz etc.) across Europe and across asset classes and business plans etc. What You’ll Do: Financial analysis and modelling Market research Competitive analysis Development of investment committee p...

- 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

Job Title: Sr. Relationship Manager - Wealth Management & Mutual Funds Location: Pune Department: Wealth Management & Mutual Funds Experience: 3-8 years Role Overview: As a Sr. Relationship Manager - Wealth Management & Mutual Funds , your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients goals, and offer holistic wealth solutions through deep engagement and financial planning. Key Responsibilities: Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies. Understand clients financial goals, risk profiles, life aspirations , and design in...

Role Overview: You will be responsible for managing treasury activities which include investment of funds in fixed deposits, domestic funds transfers, settlement within India entities, treasury accounting, and Treasury Audit and Controls. Key Responsibilities: - Invest funds in fixed deposits - Transfer domestic funds - Settle transactions within India entities - Manage treasury accounting - Conduct Treasury Audit and Controls Qualifications Required: - Prior experience in treasury activities - Strong understanding of investment options - Knowledge of domestic funds transfers - Familiarity with treasury accounting practices - Ability to conduct Treasury Audit and Controls efficiently,

Role Overview: As a Treasury Specialist at J.K. Fenner (India) Limited in Chennai, you will play a crucial role in managing cash and liquidity, mitigating financial risks, maintaining banking relationships, and optimizing investments. Your expertise in treasury operations will contribute to the company's financial stability and growth. Key Responsibilities: - Oversee daily cash management, positioning, and reconciliation activities to ensure optimal liquidity. - Develop and manage short-term and long-term cash flow forecasts and budgets. - Identify opportunities to optimize cash balances and manage intercompany cash. - Drive initiatives to improve working capital management across the busine...

As a Sales Associate at MHP Fintech Services Pvt Ltd, your role will involve generating leads, maintaining client relationships, facilitating sales activities, and achieving sales targets. You will be responsible for identifying new business opportunities, presenting solutions to clients, and collaborating with internal teams to ensure client satisfaction. It is essential to stay updated on industry trends and market dynamics to provide informed advice and services to clients. Key Responsibilities: - Generate leads and maintain client relationships - Facilitate sales activities and achieve sales targets - Identify new business opportunities and present solutions to clients - Collaborate with...

Job Title: Jr. / Sr. Relationship Manager - Wealth Management & Mutual Funds Location: Pune Department: Wealth Management & Mutual Funds Experience: 3-8 years Role Overview As a Sr. Relationship Manager - Wealth Management & Mutual Funds , your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients goals, and offer holistic wealth solutions through deep engagement and financial planning. Key Responsibilities Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies. Understand clients financial goals, risk profiles, life aspirations , and desig...

Certified Financial Planner (CFP) from FPSB is preferred. Investment Adviser Level 1 & Level 2 (X-A & X-B) by NISM. Knowledge of mutual funds, securities, and insurance industries. Experience providing quality financial advice. Possess strong knowledge of the investment business and strong understanding of financial planning concepts. Proficient in Office 365 especially Excel and PowerPoint. Experience in CRM platforms (Zoho Preferred). Responsibility: Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. Answering client questions about financial plans and strategies and giving financial advice. ...

Job Title: Telesales Executive - Real Estate Location: Urbtech Trade Centre, Sector-132, Noida Experience: 2-6 years in Telesales / Inside Sales About the Role We are looking for energetic and persuasive Telesales Executives to join our real estate team. The role involves connecting with potential clients over calls, understanding their requirements, and guiding them towards suitable property options. Candidates with strong communication skills, a positive attitude, and a passion for sales are encouraged to apply. Key Responsibilities Make outbound calls to prospective clients and generate leads. Explain project details, features, and investment benefits to clients. Schedule client meetings ...

AVC:SKY - Wealth RM INTERNAL USAGE: No of Vacancies: 1 Manager: AVC:SYK - Unit Manger - Wealth Is a Team leaderNo Team Size: NA Grade: Business: Retail Banking Department: Axis Virtual Centre Sub-Department: Location: Gurgaon, Pune, Mumbai, Bangalore, Chennai About Axis Virtual Centre Axis Virtual Centre engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide ficial solutions via cross-sell and upsell Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products He/She is ...

This role facilitates forward inventory distribution via APIs, ensuring seamless partner integration, data access, and operational efficiency to enhance collaboration and maximize inventory value across B2B channels Agodas Senior Product Managers are responsible for defining the overall strategy and goals for Agodas various products, including the website, mobile applications and mobile website, email marketing SPMs drive the relentless innovation required to stay ahead in an extremely dynamic and competitive industry SPMs create and maintain a product roadmap and will be responsible for communication with all stakeholders (business heads, marketing, developers, and senior management) to ens...

– Education: 12th Pass & Above Up to 36,000 CTC Gurgaon Work From Office 5 days working 2 way cabs Phone: 9506364246 Email: hiring@consummatehrc.com

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...

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: 1. Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.2. Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.3. Drive overall growth in liabilities and investment products within the HNI segment.4. Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).5. Develop and expand customer relationships for both liability and retail asset products.6. Inform clients about new products ...