2826 Investment Jobs - Page 3

Job Description Developing and successfully managing a roadmap for new projects that will enable you to deliver your innovation strategy. Studying the companys financial data to give advice for guiding business investments and overall financial strategy. Studying industry-specific business trends and research data. Writing data-backed reports to support the management team in taking strategic business decisions. Developing financial models that forecast business outcomes and profits. Measuring financial risk associated with investment decisions. Sills and Qualifications Bachelors degree, preferably with a major in finance, economics or statistics. MBA would be preferred though. Proven experi...

About Our Client The client is a Indian NBFC company with multiple offices.(one of the top names in the market) Job Description Private Wealth Manager / WM / RM Experience - 2 yrs to 10+ yrs Locations - Delhi , Mumbai , Chennai ,Jaipur,Banglore , Hyderabad Requirement - The responsibilities of the role are as follows: Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products Acquisition of new clients. Explaining various products and services to prospective clients Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services Reviewing clients' current investme...

About Axis Virtual Centre: Axis Virtual Centre engages with the Axis Bank 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 financial solutions via cross-sell and upsell. The Axis Virtual Centre supports the respective Line of Business to achieve and exceed dial targets through effective use of communication skills and envisages to provide a differential customer experience. About the Role: The Video KYC Officer is part of the liability team under AVC, Axis Bank, which handles the NTB acquisitions and liability products. They need to be proficient in the comp...

SUMMARY Retail Staff Position Our client, a UAE-based multinational conglomerate headquartered in Dubai, is seeking freshers to join their retail staff team in Navi Mumbai/Thane/West Mumbai/East Mumbai. This is an excellent opportunity for individuals interested in the retail industry to gain valuable experience and contribute to a dynamic and diverse organization. Job Responsibilities Perform folding and stacking tasks at basic tables. Ensure timely display of received stocks. Uphold the upkeep of the section and maintain a carton-free floor. Maintain display standards, including signage, and merchandise clearance from the trial room. Ensure the right products are displayed on the correct b...

Mega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager @Chennai Location JOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager. CTC: Its not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Chennai Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 20+ Notice period: Most preferred for immediate joiner/ 15 days / 1 month. Note- Must have experience into Direct sales (insurance/mutual fund) ROLES AND RESPONSIBILITIES: Conduct daily sales calling with prospective new clients and identify their needs. Provide and deve...

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 Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

Role Overview: As a Principal Business Systems Analyst specializing in Anti-Money Laundering (AML) and Enterprise Financial Crime Compliance (EFCC), you will leverage your 10 to 15 years of experience to translate business and compliance requirements into scalable technical solutions. You will collaborate with cross-functional and geographically distributed teams to design solutions, analyze business needs, and ensure the delivery of AML/EFCC systems in alignment with global regulatory standards. Key Responsibilities: - Gather, analyze, and document AML/EFCC business requirements from stakeholders. - Define functional and non-functional specifications aligned with compliance mandates. - Coll...

Role Overview: As a customer service representative in the financial industry, your primary responsibility will be to handle inbound and outbound calls from customers, addressing inquiries related to insurance, investment, and other financial products. You will be expected to provide accurate and detailed information on product features, pricing, eligibility criteria, and application procedures. Your role will involve assisting customers in resolving issues and complaints promptly and professionally, while also educating them on available services, promotions, and opportunities for cross-selling and upselling. Key Responsibilities: - Handle inbound and outbound calls from customers, addressi...

Responsible for growing revenues of broking, lending products, Share khan Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose - the relentless pursuit of a world that works better for people - we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. We are inviting applications for the role of Process Associate, Record to Report We require someone with deep understanding and experience in General...

Role & responsibilities:- - Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers. - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet - Generating Incremental Business. - Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. - Increase CASA balance in allocated portfolio either through Deepening or Acquisition. ...

Job Title: Investment Advisor – Mutual Funds & Cross Sales Location: Airoli 5 Days Working | 2 Days Rotational Off Upselling and cross-selling. Graduation is mandatory. NISM - XA/XB or VA/VB. BFSI Sales (Banking, Financial Services, Insurance) Required Candidate profile NISM Certificate with any graduation mandate

Corporate Actions - IC1Responsible for mandatory and voluntary corporate actions custody functions for all organizational accounts. Receives guidance from more experienced staff. With guidance from more senior staff, responsible for processing basic mandatory and voluntary corporate action events (including the daily interpretation, monitoring, scrubbing and notification of corporate action events), processing liability notices, processing and allocating dividend interest payments and processing class action suits. Reconciles, monitors and posts entitlements to client accounts. Responsible for daily and monthly outlier review, research and documentation. Responsible for performing daily reco...

Description of Position: The Senior Analyst / Associate will work closely with all Investments team members assisting in analysis and underwriting including asset selection, deal negotiation, pro-forma modeling, deal presentations, due diligence and market research. The Senior Analyst / Associate will gain firsthand knowledge of the inner workings of a hotel real estate private equity company and touch upon all aspects of hotel ownership in the entire asset cycle from acquisition through a property's ongoing asset management and disposition. Primary Responsibilities : •Assist in the development of detailed pro-forma models to analyze potential hotel investment opportunities •Analyze fund and...

We are looking for a dedicated and qualified professional to join our organization in the role outlined below. This position offers an opportunity to contribute to our mission while developing your skills in a collaborative environment. Appraising Credit proposals for LAP, LRD & HL by conducting risk analysis, scrutinizing relevant documents before sanctioning loans within defined TAT, client interview, ensuring compliance as per bank's credit policies. Monitoring of loan accounts, checking of loan documents, and supervising the timely preparation of MIS reports. Fulfilling the credit training needs of the entire business team on a continued & timely basis Requirement In-depth knowledge/skil...

SUMMARY Job Title: SPE / SME US Mortgage - Foreclosure Location: Airoli, Navi Mumbai Experience : Min 2+ yr for SPE & Min 3.5+ Yr for SME About The Client: A Fortune 500 global leader in technology services and digital business solutions, this company delivers comprehensive Business Process Services (BPS) and IT-enabled solutions. With a worldwide presence, it serves diverse industries including banking, healthcare, retail, manufacturing, and communications. The firm's expertise spans a broad spectrum of critical processes from finance and accounting to human resources, customer service, and supply chain management - enabling clients to enhance efficiency, drive innovation, and achieve busin...

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 schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients...

Responsibilities Manage the technical leadership, execution, and roadmap for Revenue and Finance automation suite. Lead by example by designing and implementing critical platforms that enable seamless interoperability across the RFA suite of products. Partner closely with engineering, product, and design leadership to define our product strategy and user experience. Establish best practices, frameworks, and repeatable processes that enable the team to execute effectively. Foster a culture of learning and data-driven decision making on the team and the broader organization. Mentor and support the growth of engineers at different levels in their careers. Who you are We re looking for someone w...

Company Description Crest Ventures Limited, headquartered in Mumbai, India, is a Non-Banking Finance Company registered with The Reserve Bank of India (RBI) and listed on the National Stock Exchange of India (NSE) and Bombay Stock Exchange (BSE). The company operates under three verticals: Real Estate, Financial Services, and Investments. Crest EZY is a Build-to-Rent (BTR) development platform under Crest Ventures, focused on redefining rental housing in India. Our mission is to create high-quality, purpose-built rental assets across Indias top cities, starting with Mumbai. Role Description We are seeking a dedicated Director of Land Acquisition to spearhead Crest EZYs land sourcing and acqu...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Sales Manager based across Bangalore Job Locations: Bangalore ( Halasuru) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition an...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Sales Manager based across Bangalore Job Locations: Bangalore ( Giri Nagar) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition ...

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...

Individual Relationship Officer Mortgage (M IRO) Job Title Individual Relationship Officer MortgageFunction / Department Rural/ Sales Department Head Rural Business Head Reporting Manager Cluster Mortgage Manager or Area Mortgage Manager Purpose of the Job: Contribute to the growth of mortgage business by targeting with higher ticket size loan (10 to 25 Lakhs) with maintaining quality portfolio Describe the KPIs against each perspective PerspectiveKey Performance Indicators Business and Financial Management Achievement in Volume against the target on monthly basis Ensuring healthy portfolio quality by ensuring timely repayment, collections. Ensuring delinquency within the threshold level Ins...

Manage and handle walkin customers Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Age 21 to 40 Contact - Brijesh@sadhanaservice.com Perks and benefits On Roll with HDFC Group Career Growth

Manage customers and ensure satisfaction Drive business growth through the team Lead and manage the activities of sales team Develop and implement sales strategies Generate business through team & close leads. Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Leadership/Convincing skills Call or Whatsapp resume on - 9265575889 HR Krishna P Perks and benefits On roll with HDFC Group Career growth