5001 Investment Jobs - Page 29

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

Paanduv Applications Private Limited is looking for Accountant to join our dynamic team and embark on a rewarding career journey Complying with all company, local, state, and federal accounting and financial regulations. Compiling, analyzing, and reporting financial data. Creating periodic reports, such as balance sheets, profit & loss statements, etc. Presenting data to managers, investors, and other entities. Maintaining accurate financial records. Performing audits and resolving discrepancies. Computing taxes. Keeping informed about current legislation relating to finance and accounting. Assisting management in the decision-making process by preparing budgets and financial forecasts. Disc...

Relationship Manager NR (Minimum 5 years of experience in NR vertical) Degree : Graduate/Post Graduate Job Responsibilities Handling portfolio of NRI Clients and generating revenue Acquiring NTB customers into the Bank and provide them with exclusive services. Client servicing, income generation, cross selling structured products, investments, asset products like loans. Ensure that the assigned revenue and targets are met month on month New account acquisition and value build up in existing accounts Cross sell all the products of the Bank thereby ensuring that the targets assigned are met. Providing HNI customer services by resolving their queries and issues.

The HNI (High Net worth individuals) relationship manager is accountable for a portfolio of High Net worth Clients, integrating and coordinating all Banks Group products, services and resources in order to maximize the value of the business relationship and ensure profitability for the Bank and the Client Managing the banking and investments relationship with Au Royale clients and responsible for overall growth of Liabilities Investment business from HNI segment. Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer, Proactively and timely identifies potential problem accounts and formulates appropriate risk Mitigating strategies. Manage ...

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

As a Lecturer in Business/Finance, you will play a central role in shaping the academic life of the new Mumbai campus This is an outstanding opportunity to contribute to a globally respected institution in a dynamic, innovative, and high-impact setting We welcome applicants with expertise across a range of Business, and Finance specialisations This role is particularly well-suited to early-career academics who are eager to develop a strong teaching and research portfolio while contributing to a bold international venture grounded in the values of academic excellence, interdisciplinary collaboration, and societal impact You will conduct research under the supervision of senior colleagues and ...

You will join our Ramboll Support Centre – Analyst - AP department. As our new Analyst you will be part of the RSC F&A team at Gurgaon location. Where you will be supporting the Ramboll Global colleagues. Your key tasks and responsibilities will be: Must have excellent knowledge of AP cycle. Invoicing and vendor payments. Posting entries and accruals journals. Must have strong knowledge of Power BI & MS Office tools. VB & Power Bi candidates preferable. Should have worked on ERP previously (SAP/Oracle etc.) Good communication skills –Voice & e-mail Fluent English language Experience in working in team environment Should have experience in quality checking Previous experience of finance share...

Job Title: Platform Control & Support - PCT Senior Analyst Shift: UK / APAC / US Overview of the Role As a Senior Analyst within the Platform Control & Support (PCT) team, you will play a critical role in maintaining a robust control environment and supporting investment teams in ensuring effective pre- and post-trade mandate restriction monitoring . You will act as a subject matter expert , leading the oversight and delivery of complex control activities, handling escalations, and managing ad-hoc requests. This role is suited for a professional with solid experience in Investment Management Operations or Compliance Monitoring , who thrives in a fast-paced, collaborative environment and demo...

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...

Position - Pvt Client Group Advisor - B2B Franchisee Partner Alliance , Equity & Investment Products 1) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. 2) Build rapport with these Partners & help them on-board their clients across products. 3) 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 etc with the help of products & training team. 4) Ensure best services to the Partners (Franchisees, IFAs). 5) Help distributors on joint calls. Experience: 1. Should be from Broking Industry with minimum of 2 years of experience. 2. B2B Expe...

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 Please share your cv in mail or WhatsApp More Information Contact HR, Uttam. Call & WhatsApp :- 9949101406 Share Updated resume, utta...

As a Senior Analyst, you will play a key role in delivering a robust control environment and providing support to Investment Teams to ensure effective pre- and post-trade mandate restriction monitoring. This includes overseeing complex tasks, handling ad-hoc requests, and ensuring timely and accurate delivery of daily operational activities in a fast-paced environment. Key Responsibilities Work within a team responsible for Investment Restriction Compliance Management --violation oversight, onboarding, and query resolution. Oversee daily reviews of overnight violation monitoring; escalate and track issues through to resolution. Partner with Investment Desks, Product, and Client Executives ac...

Job Title: Platform Control & Support - PCVM Team Leader Shift: UK / APAC / US Overview of the Role We are seeking an experienced and proactive Team Leader to join the Platform Control & Violation Management (PCVM) team. This role involves leading a high-performing team responsible for Investment Restriction Compliance Management , including violation oversight, guideline onboarding, and query resolution. You will manage key relationships with Investment Desks, Product, and Client Executives across all asset classes, ensuring compliance with investment guidelines and maintaining a robust control environment. The successful candidate will bring strong leadership, technical expertise, and a ri...

Location: Kochi Shift: EMEA / APAC / US About the Role We are looking for a detail-oriented and analytical Fund Reporting & Data Operations Analyst to join our global reporting team. The role involves producing accurate fund and regulatory reports, performing control checks, and ensuring data integrity across multiple reporting systems. You will work closely with cross-functional teams to deliver high-quality reporting outputs, support automation initiatives, and contribute to continuous process improvements. This is an excellent opportunity for professionals seeking to build a career in Fund Reporting, Data Management, and Asset Management Operations within a fast-paced, collaborative envir...

- Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry - Strong knowledge of investment products and services, including mutual funds, insurance, and other wealth management products - Excellent communication and interpersonal skills - Proven track record of meeting and exceeding sales targets - Ability to build and maintain strong relationships with clients - Knowledge of local market and customer preferences - Bachelor's degree in finance, business, or related field - Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage Job Summary: As a wealth Relationship Manager you will be responsible for ...

Role & responsibilities The Consultant will play the role of a Delivery Lead, and ensures successful implementation by strategically planning, managing projects, and collaborating with cross-functional teams and business partners. Business Partner Engagement • Collaborate with partners to understand requirements and expectations. • Review use cases to align with platform capabilities. • Map requirements to platform functionalities, identifying enhancement opportunities. • Recommend how platform can support their goals and ensure integration. • Facilitate onboarding and establish partnerships. Demand Management and Project Intake • Review ServiceNow demand queue for new projects. • Conduct in...

SUMMARY Job Opening: IT Business Analyst (BA) - Insurance/BFSI Location Powai, Mumbai About the Client Our client is a part of a major insurance group based in Germany and Europe, with a global presence in 26 countries and over 40,000 employees. They specialize in providing a comprehensive range of insurances, pensions, investments, and financial services, leveraging cutting-edge technologies such as Cloud, Digital, Robotics Automation, IoT, Voice Recognition, and Big Data science. Job Description Designation Business Analyst - Insurance/BFSI Experience 3+ years Notice Period Immediate to 45 days Requirements Requirements: Strong experience in general or life insurance or BFSI Proficiency in...

The HNI (High Net worth individuals) relationship manager is accountable for a portfolio of High Net worth Clients, integrating and coordinating all Banks Group products, services and resources in order to maximize the value of the business relationship and ensure profitability for the Bank and the Client Managing the banking and investments relationship with Au Royale clients and responsible for overall growth of Liabilities Investment business from HNI segment. Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer, Proactively and timely identifies potential problem accounts and formulates appropriate risk Mitigating strategies. Manage ...