1427 Investment Jobs - Page 3

Sales Enablement CoE supports various Mercer businesses worldwide primarily across Proposal & Bid Management, Client Research and Creative Services. We are looking to hire a candidate to supports US Health & Benefits and Investments Consulting businesses. This will be a part of the Sales Enablement function primarily working on Investment Consulting proposals (RFP/RFI/DDQ). The person will be working closely with the onshore stakeholders and delivering quality proposals in a timely manner. The incumbent in this role should have an understanding of the US investment proposals (RFPs). We will count on you for: Prepare the fist drafts for US Investment Consulting proposals as per the scope of services mentioned in the RFP/ RFQ/ RFIs / DDQ leveraging existing content respostary Prepare Strawman/templates in accordance with RFPs submission requirements Gathering & customizing information as per company s policies & RFPs requirements. Obtaining supervisor approval and sending the proposal to the appropriate source. Prioritizing responsibilities to meet deadlines. Editing and revising proposals according to feedback. Maintaining consistency in proposal writing. Robust documentation and internal tracker management. Regular and prompt communication with key stakeholders for RFP acknowledgements, knowledge sharing sessions, analysis discussions with strategists. Active contributor to domain knowledge repository Driving process improvements initiatives What you need to have: Minimum 2-3 years experience overall Any Graduate / Bachelor s degree in Finance, Journalism, Communication, English etc. stream. MBA (Finance) and CFA or related field (preferred) Previous experience in proposal writing (US Investments - Defined Contribution (DC) and Defined Benefits (DB) and Not-For-Profits (NFPs) will be preferred (has an edge) Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint) Strong written and verbal communication Experience on sales lifecycle and content management tools like Qvidian, SharePoint etc. would be preferred Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint) What makes you stand out? Adaptable communicator, facilitator, influencer and problem solver Good/excellent communication and content writing skills. High attention to detail Good relationship skills, proven ability to work on own initiative as well as in a team Ability to multi-task and prioritize time effectively Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Hyderabad Telangana India Why CBRE Business Services Organization (BSO) When you join CBRE Business services Organization (BSO), you become part of a global leader in commercial real estate and investment services that help businesses and people thrive At CBREBusiness services Organization (BSO), We are dynamic problem solvers and forward-thinking professionals who create significant impact CBRE Business Services Organization (BSO), Our collaborative culture is built on our shared values ? respect, integrity, service and excellence ? and we value the diverse perspectives, backgrounds and skillsets of our people and you have the opportunity to realize your full potential Job Title Real Estate Portfolio Administrator About The Role As a CBRE Lease Administration Analyst, you will be responsible for conducting reconciliations for small to medium-sized clients to ensure operating expenses follow lease terms This job is a part of the Lease Administration functional area which focuses on providing real estate portfolio administration, database management, accounts payable and receivable, and audit services What Youll Do Compare and evaluate operating expense and tax reconciliation statements received Verify the expenses charged to clients following lease clauses Perform full-scope basic audits for lease administration clients Request additional information and recommend action for additional audit and recovery Prepare reports of findings and ensure accurate credits and appropriate charges are made and recorded Assist with the preparation of CAM reconciliations for accuracy and adherence to business control standards and guidelines Review contracts to properly identify fees This includes sharing audit savings, travel reimbursements, etc- Have some knowledge of standard principles with limited practical experience in applying them Lead by example and model behaviors that are consistent with CBRE RISE values Impact the quality of own work Work within standardized procedures and practices to achieve objectives and meet deadlines Exchange straightforward information, ask questions, and check for understanding What You'll Need Bachelor's Degree preferred with up to 3 years of relevant experience In lieu of a degree, a combination of experience and education will be considered Ability to use existing procedures to solve standard problems Experience with analyzing information and standard practices to make judgments In-depth knowledge of Microsoft Office products Examples include Word, Excel, Outlook, etc- Organizational skills with a strong inquisitive mindset Company Perks And Benefits Health Care: Health Insurance to Self, Immediate family & Parents/In-laws Accident & Term life Insurance for all employees Accident & Term life Insurance for all employees Food & Snacks: Free Meals & snacks are provided in all shifts Mental Wellbeing: A confidential service that provides facility of counselling to keep you emotionally & mentally well while dealing with the challenges Child Care: We partner with Klay day care and CBRE employees get 100% waiver on admission fee This Day school is in our HYD campus Entertainment: On floor Chess, Carrom board, Table tennis, Foosball Our Values In Hiring At CBRE, we are committed to fostering a culture where everyone feels they belong We value diverse perspectives and experiences, and we welcome all applications CBRE Business Services Organisation (BSO) is a part of CBRE Group, Inc (NYSE:CBRE): CBRE Group, Inc (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the worlds largest commercial real estate services and investment firm (based on 2023 revenue) The company has more than 130,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries CBRE serves a diverse range of clients with an integrated suite of services, including facilities, transaction, and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services Please visit our website at www cbre com We routinely post important information on our website, including corporate and investor presentations and financial information We intend to use our website as a means of disclosing material, non-public information and for complying with our disclosure obligations under Regulation FD Such disclosures will be included in the Investor Relations section of our website at https://ir cbre com Accordingly, investors should monitor such portion of our website, in addition to following our press releases, Securities and Exchange Commission filings and public conference calls and webcasts Service line: Corporate Segment Show more Show less

Our Mission Coventry University Group is a global education group with a mission of Creating Better Futures We are driven by our passionate belief in the transformational power of education and research to enable and empower our students, colleagues and partners and to improve the world around them Our people are key to our success and each role contributes to the Groups ongoing progress in communities around the world CU Recruitment and Admissions Limited (part of the Coventry University Group) is building a new approach towards admissions to achieve stretching targets, while establishing strategies that position Coventry University Group as a dominant local, national and international recruiter The Role This role is based in South India Coventry University Recruitment & Admissions (CURA) lives and breathes a passion for finding, enrolling and assisting students to earn a transformational Coventry University degree at one of our campuses Our reputation for success, innovation and customer focus has significantly grown our student numbers over recent years Were now expanding the team to build on this success and to lead the charge as the study abroad market evolves at pace A competitive base salary, bonus and benefits package available As a Student Recruitment Manager you will be tasked with developing and implementing a comprehensive regional admission strategy This will involve collaborating across recruitment, conversion, and admissions teams within CURA to drive ambitious growth strategies, including direct interventions with a focus on agent management and partnership development Working as part of the groups global team, you will provide support and assistance to other global offices as and when required You will have knowledge and understanding of local compliance and employment law requirements in relation to employment and be able to identify risks and improvement in processed Our Successful Candidate We are looking for a passionate, results-driven candidate who can develop and execute a clear strategy, collate market intelligence, lead a team, ensure a return on investment, and inspire a wide range of stakeholders in pursuit of ambitious performance goals You will be able to communicate proficiently in English both verbally and written You will be educated to degree level or equivalent and hold a qualification or be willing to work towards a post-graduation Professional qualification You will be able to work independently with minimal supervision whilst working with varied priorities Your role will involve advising prospective students, managing stakeholder relationships, and ensuring effective performance across all recruitment channels The Benefits Along with a competitive salary we offer an industry leading Rewards and Benefits package which includes: Provident Fund contribution 20 days Annual leave, 12 casual/sick leave plus Bank Holidays Health insurance of 4 lacs for yourself, your spouse and two children Performance based annual bonus Our Culture As a global Education Group, equality, diversity, and inclusion are embedded within the fabric of our organisation and are a key focus of our core values We harness the power and potential of the diverse cultures, backgrounds, abilities, and experiences of our students, colleagues, and partners to create opportunities for all Show more Show less

Ensure compliance with GIFT City IFSCA and SEBI AIF regulations and spearhead compliance and risk management activities at the GIFT City office. Develop infrastructure, systems, and processes to meet compliance requirements for the GIFT City office. Job Roles and Responsibilities: Responsible for Compliance with SEBI AIF regulations and leading the Compliance and risk management. Should keep abreast with the latest regulatory changes/requirements and adhere to such requirements especially related to the SEZ Act and SEBI AIF IFSC Guidelines Responsible for assisting and managing the compliance and operations activities Liaison and deal with auditors and regulators from time to time Should prepare quarterly compliance reports to the Board and regulators Responsible for building infra, and systems & process and Maintaining all statutory registers and secretarial records Should have good drafting skills with an understanding of AIF business Assisting in the maintenance of all documents about the receipt of investment by AIF & reporting by AIF to its Trustee, contributors, and regulators Maintain relationships with internal and external stakeholders. Should have experience in handling statutory filings and submissions for renewal of registration cum Membership Certificate, coordinating for renewal of the lease, Service Export Reporting, Monthly Report of Investment & Employment, Annual Performance Report, and ensuring the validity of Bond Cum Legal Undertaking Apply for various funds and licenses, as per the organizations requirement Qualifications : Hold qualification as a member of the Institute of Company Secretaries of India (ICSI), or as a member of the Institute of Chartered Accountants of India (ICAI) or a LLB with relevant experience. Skills and Competencies : Strong knowledge of regulatory requirements for financial services. Effective communication and interpersonal skills. Ability to work independently and manage multiple tasks. Proficiency in using compliance software and tools.

Closing Ratio/Meeting all KPI of team memberSelf Negotiate with dealers Large Value Claims handling Avoid cost wastage Workshops Regular training of claims policies Faster settlements Settlement Ratio-97% Investment Ratio-3% Re-open ratio/Segmentation of vehicles Separating the Claims according to Vehicles Conducting Team Meeting with internal and external survey. Re-open of claims should not be cross >2% Key Accountabilities/ Responsibilities Stakeholder interfaces Experience 3-5 years of experience in Motor Claims Body paint Workshop. Education Preferably Diploma in Automobile, Graduate from MechanicalEngineer Graduate from Any discipline with prior experience in Claims

Every day, our teams innovate across the world of finance. We collaborate to work smarter, while making a difference. We believe in diversity and inclusivity, giving a voice to everyone on the team. And we celebrate our success together. If you want to make an impact in fintech, we d like to know: Are you FIS About the role: As a Financial Analyst, you ll have your finger on the financial pulse of the entire organization. Working with a diverse team, you ll be responsible develop, interpret, and implement financial concepts for financial planning and control. About the team: What you will be doing: Perform technical analysis to determine present and future financial performance. Gather, analyze, prepare and summarize recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts. Meet with organizational unit/department managers to discuss and establish timelines and methodologies for completing budgets. Research and compile data to forecast and prepare annual and monthly budget projections for a division or similar group of organizations. Track revenue and expenses on a monthly basis, comparing actual to forecasted figures and make necessary adjustments. Perform economic research and studies in areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental requirements. Prepare reports for management summarizing results of research, analyses and evaluation of any discrepancies. What you will need: Bachelor s degree is required, Finance or Accounting highly preferred Good understanding of generally accepted accounting principles as well as company accounting policies, procedures and standards Ability to analyze and solve problems using learned techniques and tools Analytical and statistical examination skills Demonstrated ability to plan and accomplish work to ensure critical deadlines are met Added bonus if you have: What we offer you: A career at FIS is more than just a job. It s the change to shape the future of fintech. At FIS, we offer you: A voice in the future of fintech Always-on learning and development Collaborative work environment Opportunities to give back Competitive salary and benefits

Note :- RM to AVP Level Profile Candidates has to from Broking Industry For Wealth - candidate has to from equity market and deals into Mutual funds and other wealth product can be apply Fresheres Can be apply who qualifiy NISM Certification

Present and inform the doctors, pharmacist and Hospitals about the company products in order to obtain the prescription in his/ her territory Visit Doctors, Pharmacists and Hospitals in order to inform on products according to the marketing strategy and with the frequency and number of impacts approved for each segment of doctor. Build up and maintain a relationship with these stakeholders. Assist to Scientific congresses determined by the company. Classification of doctors and other stakeholders of the area according to the segmentation and targeting criteria. Proposal of new doctors to add to the files, changes or removals. Track the prescription habits of the doctor, check his/her consideration of our products, ensure which is the prescription potential and his/her influence in other doctors. Inform in an accurate, updated and according to the companys strategy about our products: use of marketing material, clarification of doubts and concerns of doctors about the products, opposition to objections, advantages compared to the competency. Ensure that other departments complete this information to the doctor if necessary. Obtain information from the market about the doctors concerns on our products, the competence and test our own marketing strategy and materials. Obtain information about possible public tenders, launchment of competence products, cost containment measures, Health authorities possible instructions to doctors Transmit this information. Propose activities in their territory (invitation to congresses, participation of doctors as lecturers, organization of clinical sessions ) that helps to promote our products always in compliance with ethics standards and ensuring the Return on Investment. Organize the proposals approved according to the budget assigned. Manage the budget assigned ensuring the return of investment Inform timely and in manner about the daily activity and the next weeks planification and present on time expenses report or any other requested by the company. University degree or equivalent is preferred Background in Science, biology, medical and pharmacy is preferred Proficiency in computer skill Good communication skill

Role Interact with Client Stakeholders and provide highly integrated research support. This will include pre-investment ESG due diligence and adhoc ESG research, including sustainability reports, sector/regulation writeups, preparing slides, maintaining backups, etc. Assist in project planning and completion and coordinate internally to deliver the final output Update and maintain client s proprietary / ESG database Showcase positive attitude and ability to work with tight deadlines with minimum guidance Prior knowledge of ESG/Sustainability and Credit research is a plus Guide and mentor junior team member(s) Skills: Ability to map companies by sector and conduct diligence based on their ESG disclosures and publicly available information Familiar with the concept of materiality and ESG reporting standards such as the SASB, TCFD, etc. Ensure high-quality ESG research and display strong analytical capabilities on adhoc requests Strong written English and communication as well as client relationship management skills Job Description: Role Interact with Client Stakeholders and provide highly integrated research support. This will include pre-investment ESG due diligence and adhoc ESG research, including sustainability reports, sector/regulation writeups, preparing slides, maintaining backups, etc. Assist in project planning and completion and coordinate internally to deliver the final output Update and maintain client s proprietary / ESG database Showcase positive attitude and ability to work with tight deadlines with minimum guidance Prior knowledge of ESG/Sustainability and Credit research is a plus Guide and mentor junior team member(s) Skills: Ability to map companies by sector and conduct diligence based on their ESG disclosures and publicly available information Familiar with the concept of materiality and ESG reporting standards such as the SASB, TCFD, etc. Ensure high-quality ESG research and display strong analytical capabilities on adhoc requests Strong written English and communication as well as client relationship management skills

Amazon Advertising operates at the intersection of advertising and ecommerce and offers advertisers a rich array of innovative advertising solutions across Amazon s mobile and desktop websites, proprietary devices and DSP solution. We believe that advertising, when done well, can enhance the customer experience and generate a positive return on investment for our advertising partners. We are looking for a highly motivated Account Manager to join our talented team to help scale our growing Advertising program. Account Managers partner with category team and other internal Amazon business stakeholders to drive advertiser success. As an Account Manager you must be passionate about understanding the range of advertising products, business drivers for performance etc. and act as a consultant to sellers/advertisers and enable them for success. You will play a key role in the account team for growing the business by being the subject matter expert & owner of advertising related initiatives for your category. You possess strong analytical ability, and will develop deep expertise in Amazon s products and proprietary metrics to build winning campaigns and optimizing performance to derive insights and meet our advertisers needs. You also thrive in ambiguous situations, with exemplary stakeholder management and communication skills, helping you work across global locations. Core Responsibilities 1) Become an expert on Amazon solutions and adapt recommendations based on advertiser needs 2) In-depth data analysis to develop actionable insights and recommendations for campaigns 3) Optimize campaign performance that fulfills advertiser goals 4) Work cross-functionally with other Amazon teams to deliver towards business goals 1) More than 3+ years of experience in sales. 2) Strong communication skills (written and verbal). 3) University degree with an emphasis in Management, Marketing, Advertising or Business. 4) Confidence in the analysis of number-based reports and experience in MS Office (esp. Excel). 5) An exceptional eye for detail, ability to solve problems and given the fast paced nature of our division, the aptitude to multi task. 6) An organized approach and a real team player who is willing to roll up sleeves. 1) MBA or other related Masters degree 2) Professional experience with online advertising, e.g. as Account or Campaign Manager at a publisher, as media planner at an agency or similar. 3) Passion for online advertising and a track record of delivering outstanding results 4) Experience in e-commerce, retail or advertising 5) Experience interpreting data and making business recommendations 6) Demonstrated high attention to detail and proven ability to manage multiple, competing priorities simultaneously 7) Google Ads Display certified

Amazon Advertising operates at the intersection of advertising and e-commerce and offers advertisers a rich array of innovative advertising solutions across Amazon s mobile and desktop websites, proprietary devices that help advertisers of all sizes create brand affinity, increase sales, and stand out to shoppers both on and off Amazon. We believe that advertising, when done well, can enhance the customer experience and generate a positive return on investment for our advertising partners. We are looking for a highly motivated Campaign Specialist to join our talented team to help scale our growing Advertising program. Campaign Specialists partner with Sales to drive advertiser success. As a Campaign Specialist you are passionate about understanding business drivers for performance, the range of Amazon products available to our advertisers, and engaging with internal partners to deliver on these. You play a key role on the team, growing the business by being the customer expert, developing audience and optimization recommendations. You possess analytical thinking, and will develop deep expertise in Amazon s products and proprietary metrics to build winning campaigns and optimizing performance to derive insights and meet our advertisers needs. You also thrive in ambiguous situations, with exemplary stakeholder management and communication skills, helping you work across global locations. Become an expert on Amazon solutions and adapt recommendations based on advertiser needs Monitor campaign performance, implement solutions, track performance and optimize against advertiser goals In-depth data analysis to develop actionable insights and recommendations for campaigns Work cross-functionally with Sales and other Amazon partners to deliver towards business goals Collaborate closely with Account Managers to determine optimal support for the customer portfolio Analyze data and trends to create meaningful insights for clients. Report key performance indicators and value delivered for customers. Create proposals to represent solutions designed around client goals Provide campaign management support across the DSP, Audio Ads, Streaming TV, IMDB, Devices, Prime Video Ads, Sponsored Products, Sponsored Brands, Sponsored Display and other relevant product Experience with Excel Experience analyzing data and best practices to assess performance drivers 3+ Years of direct client facing experience Strong communication skills in English (written and verbal). University degree An exceptional eye for detail, analytical and ability to solve problems given the fast-paced nature of our division, the aptitude to multi task An organized approach and a real team player who is willing to roll up sleeves Experience in e-commerce or online advertising Experience for online advertising and a track record of delivering outstanding results Experience interpreting data and making business recommendations Demonstrated high attention to detail and proven ability to manage multiple, competing priorities simultaneously Experience in data analysis, either professional experience or through your education Google Ads Display certified Experience in tools such as Salesforce is an advantage

Overview We are an integral part of Annalect Global and Omnicom Group, one of the largest media and advertising agency holding companies in the world. Omnicom’s branded networks and numerous specialty firms provide advertising, strategic media planning and buying, digital and interactive marketing, direct and promotional marketing, public relations, and other specialty communications services. Our agency brands are consistently recognized as being among the world’s creative best. Annalect India plays a key role for our group companies and global agencies by providing stellar products and services in areas of Creative Services, Technology, Marketing Science (data & analytics), Market Research, Business Support Services, Media Services, Consulting & Advisory Services. We are growing rapidly and looking for talented professionals like you to be part of this journey. Let us build this, together. Responsibilities Finalize consideration sets, help Analyst/Sr. Analyst to craft RFPs and work with the team to review all proposals from publishers/vendors Lead and oversee Analyst/Sr. Analyst to ensure campaign readiness to launch, campaigns are executed with excellence and plans stay within approved budget Keep abreast of industry trends and assist in knowledge sharing across the team and agency Lead the creation of POVs where necessary of new opportunities and/or vendor updates along with the Manager Assist in reconciliation of discrepant billing issues Serve as an escalation point for Analyst/Senior Analyst to help troubleshoot operational issues Lead by example while developing, motivating, and coaching the Analyst /Senior Analyst. Qualifications A full-time graduate degree (Mandatory) 5 to 7 years of experience in digital campaign management and team management. Outstanding verbal and written communication skills Detail-oriented with strong critical thinking and problem-solving capabilities Proficiency in Microsoft Excel, Word, and PowerPoint Familiarity with Prisma and third-party ad servers (e.g., CM 360, Adform, Flashtalking, etc.) Ability to multi-task, collaborate effectively with teams, and perform well under pressure Excellent time management skills Strong leadership qualities.

Role & responsibilities Develop and implement a comprehensive investment promotion strategy and roadmap, aligned with inputs from the CEO and COO of Invest Karnataka Forum (IKF) Identify and prioritize high-potential sectors for targeted outreach Analyze global geopolitical trends and market dynamics to refine investment approaches and target relevant companies Broaden and manage the investment lead pipeline; support Sector Leads in generating quality leads Personally engage with decision-makers at key investor organizations to influence outcomes Represent Karnataka in major investment promotion events such as sector webinars, Aero India, Global Investor Meets, and more Prepare detailed project plans to ensure the actual grounding of investments Lead interventions required to convert potential leads into committed projects Serve as a business partner to various Karnataka State Ministries to advocate for policy enhancements that facilitate investment Benchmark and integrate global and domestic best practices into investment promotion approach Conduct periodic team reviews and assess performance against agreed KPIs Keep the team informed on global and domestic trends related to technology, investments, disinvestments, and evolving sector dynamics Develop and manage CapEx and OpEx budgets using advanced tools (e.g., Bloomberg, Reuters) Preferred candidate profile Equal opportunity 31-to-38 years in age. NOT MORE THAN 40 8-to-15 years in work experience Speaking proficiency in Kannada preferable Tenure & nature of Employment. Contractual for 3 years; Perpetually renewable basis performance and mutual interest

BUSINESS DEVELOPMENT Prospect acquire new client relationship (UHNIs, family offices, corporates) through various channels sources, existing client referrals, cold calling other client engagement activities. Advise clients on building portfolios based on various products and solutions across asset classes - MF, PE, Structured Products, Insurance, PMS, etc Prepare and interpret for clients information such as investment performance reports, financial document summaries, income projections and proactively rebalancing their portfolios to match their required asset allocation. Constantly monitor and review client portfolios based on timely analysis of market dynamics. Ensuring regular availability of Research material and inputs to the client. Service existing clients with the support of client servicing team. A good part of the job is largely tailored around client requirement - this could be a mix of pitching investment ideas/ advising with the support of research analysts and CIO for bespoke requests. Ability to advice clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients Have successfully build and generated new business across a large set of client base Has demonstrated on developing deep and strong client relationship and has the ability to maintain high level of retention RESEARCH AND PRODUCT KNOWLEDGE Should be on top of current affairs, market developments and should always keep abreast with market knowledge and market intelligence. Should be proficient with knowledge of capital markets as well as third party products such as MF, PMS, Insurance etc. Should coordinate with research team and wealth products team and advise client basis intelligent analysis of facts To read, research and update themselves on available investment opportunities in the market. COMPLIANCE Responsible to ensure all activities are in adherence as per Compliance framework NISM Certification Team player Good interpersonal communication skills

Functional Area : Finance Qualifications : CA Inter of India or CPA of USA Commerce with Finance Related Courses (CFP, NCFM, FRM, CFA) - Strictly not for MBA Finance Required Qualities : Energetic, result-oriented, and strategic thinker and planner Experience : 25+ years. 10+ years experience in a Senior position in Finance and Legal functions of similar nature, preferably in a manufacturing entity. Age Limit: 58+ Knowledge : Should possess a comprehensive and updated knowledge of Corporate Acts, Rules and laws, International financial reporting standards (IFRS), and International Accounting Standards (IAS) Competency: In advanced computing, including proficiency in MS Office and financial reporting software. Skills : Should have strong strategic, analytical and financial planning skills. Excellent communication and leadership skills. Job Responsibility - To plan, implement and manage investment strategies - To supervise and monitor the companys financial planning with clarity and transparency - To analyse and manage Companys liabilities and investments - To manage fundraising plans and capital structure - To plan and perform risk management duties - To determine finance KPIs - To prepare and present current and forecasting reports - To manage and retain relationships with various vendors - To adhere to the law and companys policies - To comply with various Taxation Laws viz Income Tax, GST and customs other applicable Taxation Laws - To supervise finance personnel as well as financial advisors, financial consultants, etc.

Part of Pro-Equities team Spark Family Office/Wealth Management Must have a passion for Equities, having worked extensively with UHNI clients in advising portfolios Must have strong client relationships built over the years and must facilitate transition them to SPARK PLATFORM. Primary business Listed Equities based brokerage. Work with the Research, Technical product team to take to market the recommendations. To work in sync with the Dealing team to execute the trades. Other areas to focus - Distribution of wealth products earn commissions Responsible for overall business and PL for Private Client Group (can be mutually worked upon) Set Meet revenue targets at product level and ensuring to meet targets set throughout the year. Should be proficient with knowledge of capital markets as well as third party products such as AIF, MF, PMS, Insurance etc. (mechanics, commercial structures etc.) Holding strong exposure in Wealth and Equity Markets Handle trading and maintaining relationship with new existing clients, Advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for the short / medium term tips and market related information Advising the clients to invest in the right investment scheme depending upon their future needs and returns. Review customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Candidate to be from Securities or relevant Equities back-ground led organisation such as Institutional Equity Houses Post graduate with minimum 7-15 yrs exp Should possess strong networking relationship building skills Close

We are looking for a Research analyst to initiate and conduct research on companies, monitor performance of stocks, and offer recommendations to internal team clients. You will analyze a wide range of sectors and industries based on the fundamental finance principles, the stock and investment ratios Responsibilities Work on all/ any aspect of research : research planning, primary research, secondary research, quality checking across a variety of market capitalizations and industries Interpreting all the content, statistics and presenting it in a research report Provide efficiency by improving existing processes and steps for analysis support research teams for productive results Evaluates financial data for assigned sectors and stay abreast of emerging economic trends and developments in stock markets. Generate new investment ideas as a supplement to central research coverage Adept with the industry structure and change the approach for the research depending upon the sector and the geography Preferred Person Specifications: 7 - 12 years of research analyst experience with proven track records in achieving performance metrics and targets. Should have experience as an analyst for at least 2-3 sectors preferably Banking or Sunrise Sectors. Experience in relevant industry preferred Superior analytical and problem solving skills with hands on experience in rigorous financial markets analysis Ability to apply thoughts and timely realization of investment opportunities with solid decisioning abilities Good collaboration and individual contribution skills Excellent communication with articulation to wider audiences. Education qualifications - CA or CFA/pursuing CFA or MBA from Tier I institute Should be good with Ms Word and Ms Excel We are open to looking at candidates from: o Small Buy-Side firms or Family Offices that are keen to move to a sell-side / more formal set-up o Rating agencies or out-sourced research firms that are keen to move to sell-side / buy-side o Folks already in sell-side firms as associates and raring to move to "lead" roles

Support Service Delivery: Engage proactively with clients and be their single point of contact for all service-related requirements. Be hands on and provide best in class service to clients. Ensure timely resolution of queries requirements raised by clients Coordinate with internal and external teams for critical complex requirements escalations. Arrange maintain portfolio statements for Clients Relationship managers. Accompany RMs for client visits as and when required. Ensure Bday, anniversary greetings and festival greetings are sent timely Account Opening Documentation Onboard new clients and fulfil all KYC requirement and account activation for clients across the products offered by our platform Have thorough knowledge and process critical documentations for all products and keep up breast with latest developments regulatory requirements Arrange manage entire documentation for Bank/Demat/Broking account opening Ensure timely revert to clients respective RMs towards pending documentations Ensure duly completed account opening forms with required supporting documents are sent for processing with zero error Maintain MIS for pending documents waivers granted ensure timely follow up closure Transaction processing Portfolio Updations Execution of all types of financial and non-financial transactions across products offered by our platform within TAT Ensure timely and accurate processing of investment transactions (POA and executionary) for all products ex: MFs, PMS, Structured products, Bonds, NCDs, Real estate funds etc. Manage coordinate all Equity Debt PMS redemptions Inflows. Qualification: Graduate Minimum 5 years of relevant experience in handling client servicing for wealth management products Must have a service-oriented approach

Be the subject matter expert on Equity Investing Review advise clients on their equity portfolio and structuring / restructuring as required based on inhouse research or PMS recommendations for NDPMS clients Structure and design portfolios after analyzing fundamentals of companies across sectors and market Cap Contribute towards investment committee ideas Coordinate with research team for advice/review of portfolio for top customers on regular basis. Target clientele Family Offices, Super HNIs and High Frequency Traders Share research recommendations, macro-economic outlook and views on equity markets and different sectors with clients Educational Qualification: CA or CFA/pursuing CFA or MBA from Tier I institute Minimum experience of 5-10 years in Equity Advisory with HNI / UHNI Client Segment Excellent advisory knowledge across Indian Equity Markets and Sectors Excellent spoken and written communication skills in English Language Passionate about equity markets and updated with global economic trends affecting client portfolio Should be well versed with equity markets and trading strategies

Create the necessary sales team Find and train the Advisor Regularly meet with Advisor Improving sales success Helping the sales Team to complete sales goals Educating clients about the benefits of company's products Manage the entire sales process Required Candidate profile Qualification: Any Graduate Experience: 1 + Years of Experience in Field Sales Age: 21 to 38 years Kindly contact us at: Priyansi | HR Team Phone/WhatsApp: +91 81601 74117

Have to Sale insurance through your team Train & Motivate Advisors to Reach Goal Generate Business Through Advisors Develop New Sales Strategy Maintain Healthy Relationships with Customer Develops & maintains high morale among agency distributors Required Candidate profile Age: 22 to 40 Yrs Graduation in Any Stream Mini. 1 Years in sales & Marketing Attractive Personality & good communication skills One who ready for challenges Contact for more information: 8160174117

.Responsible for acquiring new clients and maintaining current relationships 2.Expand market share and build the AUM for all existing and new clients 3.Ensure that we get required amount of market share from existing relationships as per Organisational requirement 4.Managing distribution channel and expand market share 5.Responsible for up-selling of various products and build the revenue 6.Involved in meeting the investors on a joint call with the distributor 7.Responsible for Client and distribution servicing 8.Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 9.Need to have active involvement in handholding the transactions with the new and existing clients 10.Adhering to compliance norms of the organisation and Regulator 11.Responsible in networking with the distributors, clients and competition to get the market information 12.Responsible to train and inform about product updates to the distributors 13.Maitain the data on market share and review it on regular basis For more details call or what's app at -9917283370 Or send your updated resume at- aanchal@avaniconsulting.com

Expand the business in the assigned area Set and achieve sales targets Train your team on products and sales strategies Build strong relationships with Advisors Develop and execute sales plans Generate leads and follow up with potential clients Required Candidate profile Graduation is mandatory Required local people 1 years of sales experience in any field communication and interpersonal skills

The Information Technology group delivers secure, reliable technology solutions that enable DTCC to be the trusted infrastructure of the global capital markets. The team delivers high-quality information through activities that include development of essential, building infrastructure capabilities to meet client needs and implementing data standards and governance. Pay and Benefits: Competitive compensation, including base pay and annual incentive Comprehensive health and life insurance and we'll-being benefits, based on location Pension / Retirement benefits Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional we'll-being. DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, we'dnesdays and a third day unique to each team or employee). Qualifications: Minimum of 6 years of related experience Bachelors degree preferred or equivalent experience

Job Profile: Job location : Jaipur Role Name : Investment Specialist - Branch Banking/Affluent 1. Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category 2 2.A priority customers Sources new bank customers through external individual efforts and acquisition channel 3.Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers 4. Informs customers of new products or product enhancements to further expand the banking relationship 5. Plans and conducts special sales initiatives and events for prospective and existing clients 6. Coordinates with other group companies to provide seamless access to other products 7. Maintains complete relationship record for assigned customer accounts Job requirements: 8.Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate/Post Graduate - 8 years of experience with AMFI / IRDA