1848 Investment Jobs - Page 31

Max Life Insurance Company Limited is looking for Relationship Associate - Bancassurance to join our dynamic team and embark on a rewarding career journeyA Relationship Associate typically refers to a role within the financial services industry, particularly in banking or investment firms. As a Relationship Associate, your primary responsibility is to support and manage client relationships to ensure customer satisfaction and promote business growth. Here are some common duties and responsibilities associated with the roleClient Relationship Management Building and maintaining strong relationships with clients is a key aspect of the role. Relationship Associates interact with clients to understand their financial needs, provide personalized service, address inquiries or concerns, and offer appropriate solutions or recommendations.Account Management Relationship Associates oversee client accounts, including opening new accounts, updating account information, and processing transactions. They ensure accurate record-keeping and handle any account-related administrative tasks.Financial Advisory Support Relationship Associates assist clients by providing basic financial advice and guidance. They may explain investment options, discuss risk tolerance, and help clients make informed decisions based on their financial goals.Cross-Selling and Upselling Relationship Associates identify opportunities to cross-sell or upsell additional products or services to existing clients. This involves analyzing client needs and suggesting relevant solutions that align with their financial objectives.Product Knowledge It is important for Relationship Associates to have a deep understanding of the financial products and services offered by their organization. They should be able to explain product features, benefits, and associated risks to clients.

Company: Mercer Description: We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Gurgaon/Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office. Senior Manager - Investments Manager Research - Private Markets Mercers Investments business is a leading global provider of investment consulting and fiduciary management services. We offer customised advice and support at every stage of the investment decision, risk management and investment monitoring process. The role will be responsible for investment strategy and research development at Delegated Solutions. We will count on you to: Leading quantitative and qualitative data requests from alternatives asset managers for fund due diligence with a special focus on private equity and/or private credit. Contribute to the investment decision-making and manager-selection processes Conducting fund manager due diligence, involving a broad set of qualitative and quantitative considerations Maintain updated investment due diligence notes, meeting notes and recommendations in proprietary database Storing and organizing data on a central database After data is received from the investment manager, the individual is responsible for formatting such data then inputting it into a Mercer research template Organizing and ensuring that the Mercer research template is filled in correctly and lacking errors, so it is ready for distribution to Mercer s research group Amending and fixing research template errors based on direction from Mercer s research group Making sure the accuracy of the data inserted into the Mercer research template is of the highest integrity Working with the local and onshore teams in producing manager research reports focused on alternative asset class including private markets Maintain an efficient process for delivering manager research adhering to accuracy and timeliness Monitor portfolio performance and markets trends Develop reports for internal, external client presentations and senior management Contribute to fund performance analysis and draft fund commentaries Develop reports for internal, external client presentations and senior management Contribute in terms of new investment ideas, actively sharing views and opinions during regular team meetings What you need to have: 6+ years experience in global markets with adequate exposure in alternative asset classes Prior experience in asset management or investment research with strong understanding of investment strategies CFA/CAIA Charterholder and/or progress towards CFA and/or CAIA at advance levels is preferred. BE/B Tech/B.Com/BBA from reputed college and/or master s in finance / MBA Ability to manage multiple projects, stakeholders, and deliverables simultaneously Proactive and outcome orientated with the ability to work well as part of a team and develop positive working relationships across the organisation Can work under pressure and meet deadlines, while delivering a high quality end product Keen attention to detail Working knowledge of all asset class with a key focus on alternatives asset class Intellectual curiosity and the desire to expand your alternatives asset class knowledge Ability to efficiently and effectively communicate with other groups across Mercer to solve problems Critical thinking capabilities when encountering sticking points Evidence of expertise in analytical tools Highly proficient in Microsoft Excel and other core Microsoft Office products (Word, PowerPoint, etc.) What makes you stand out Ability to understand the link between data, client needs and its application to the bigger picture. Excellent stakeholder/client management skills. Positive attitude & ability to adapt to ever-changing environment. Strong multi-tasking skills. Excellent written and verbal communication and report writing skills. 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. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person

Welcome to Synergenius Growth Private Limited, the driving force behind Finfinity, a revolutionary fintech startup. At Finfinity, our vision is to stand as the foremost provider of innovative lending solutions, catalyzing economic growth and empowering individuals and businesses across Bharat. Our mission is to empower individuals and businesses in Bharat through the strategic utilization of cutting-edge technology, thereby providing innovative financial solutions. At Finfinity, our mission is to empower individuals and businesses in Bharat through the strategic utilization of cutting-edge technology, thereby providing innovative financial solutions. - Our commitment is to establish a more inclusive lending services platform where everyone can access the right financial products, facilitating the achievement of their financial aspirations. - With an unwavering focus on customer satisfaction and integrity, we pledge to deliver high-quality products and services that cater to the diverse needs of our clients. - Our ultimate goal is to revolutionize the financial landscape in Bharat, fostering an environment that is more efficient, transparent, and accessible to all. - At Finfinity, we firmly believe that financial freedom is the key to unlocking individual potential. - Our journey is marked by the relentless pursuit of staying ahead of the curve through cutting-edge technologies and seizing opportunities, all aimed at delivering the best possible customer experience. About Role Responsible for building and nurturing relationships with lenders and corporate clients, ensuring a seamless experience for our customers. Role will include facilitating partnerships that offer a range of financial products such as loans, insurance, and investment opportunities to corporate employees. Requirements 4-6 years of experience in B2B sales, preferably in the financial services industry (lending, insurance, investments, etc.). Strong interpersonal skills with a focus on building and nurturing long-term relationships. Strategic thinking and ability to identify and capitalize on business opportunities. Ability to work in a fast-paced environment and manage multiple client interactions simultaneously.

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 integral to addressing climate change. With a total capacity of more than 13.4 GW (including projects in pipeline), ReNew’s solar and wind energy projects are spread across 150+ sites, with a presence spanning 18 states in India, contributing to 1.9 % of India’s power capacity. Consequently, this has helped to avoid 0.5% of India’s total carbon emissions and 1.1% India’s total power sector emissions. In the over 10 years of its operation, ReNew has generated almost 1.3 lakh jobs, directly and indirectly. ReNew has achieved market leadership in the Indian renewable energy industry against the backdrop of the Government of India’s policies to promote growth of this sector. ReNew’s current group of stockholders contains several marquee investors including CPP Investments, Abu Dhabi Investment Authority, Goldman Sachs, GEF SACEF and JERA. Its mission is to play a pivotal role in meeting India’s growing energy needs in an efficient, sustainable, and socially responsible manner. ReNew stands committed to providing clean, safe, affordable, and sustainable energy for all and has been at the forefront of leading climate action in India. Job Description Daily Work List: All offline transactions are reconcilled before sending it to bank.Managing automation designed for papers sent to bank.Follow up with banks for payment detail and resolving bank query which needs coordination with other fuctions.Maintaining tracker of paymentsManaging GST paymentManaging Employee paymentsResponsible for forex payments and maintaining tracker with payments status.Uploading UTR in SAP. Other skillGood written and verbal communications skills to connect with external partiesGood analytical and problem solving skillsProficiency in MS Office (Preferably in Excel) EducationAccount graduate/Master/MBA (Finance)/CA/ICWA (Enter) ExperienceAt least 5 year in managing vendor Payments . SAP experience would be preferred.

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed Order Routing: Routing client orders to various exchanges and trading platforms for execution Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions Compliance: Ensuring compliance with relevant financial regulations and industry standards Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed Order Routing: Routing client orders to various exchanges and trading platforms for execution Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions Compliance: Ensuring compliance with relevant financial regulations and industry standards Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed Order Routing: Routing client orders to various exchanges and trading platforms for execution Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions Compliance: Ensuring compliance with relevant financial regulations and industry standards Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies

Axis Securities Limited is looking for Senior PCG Dealer to join our dynamic team and embark on a rewarding career journeyManage high-net-worth individual (HNI) client portfolios by providing investment advice and executing trades in equities, derivatives, and other financial instruments

Axis Securities Limited is looking for Senior Equity Dealer to join our dynamic team and embark on a rewarding career journeyExecute buy and sell orders in equity markets on behalf of clients or the organization while ensuring optimal trade execution and compliance with regulatory guidelines Monitor real-time market trends, news, and economic data to make informed trading decisions and manage risks effectively Build and maintain strong relationships with clients, providing timely market insights, trade recommendations, and portfolio updates Collaborate with research analysts and portfolio managers to align trading strategies with investment objectives Ensure accurate order management, trade confirmations, and settlements by coordinating with operations and compliance teams

Axis Securities Limited is looking for Senior Equity Dealer to join our dynamic team and embark on a rewarding career journeyExecute buy and sell orders in equity markets on behalf of clients or the organization while ensuring optimal trade execution and compliance with regulatory guidelines Monitor real-time market trends, news, and economic data to make informed trading decisions and manage risks effectively Build and maintain strong relationships with clients, providing timely market insights, trade recommendations, and portfolio updates Collaborate with research analysts and portfolio managers to align trading strategies with investment objectives Ensure accurate order management, trade confirmations, and settlements by coordinating with operations and compliance teams

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed Order Routing: Routing client orders to various exchanges and trading platforms for execution Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions Compliance: Ensuring compliance with relevant financial regulations and industry standards Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies

Axis Securities Limited is looking for Senior PCG Dealer to join our dynamic team and embark on a rewarding career journeyManage high-net-worth individual (HNI) client portfolios by providing investment advice and executing trades in equities, derivatives, and other financial instruments

Axis Securities Limited is looking for Senior Equity Dealer to join our dynamic team and embark on a rewarding career journeyExecute buy and sell orders in equity markets on behalf of clients or the organization while ensuring optimal trade execution and compliance with regulatory guidelines Monitor real-time market trends, news, and economic data to make informed trading decisions and manage risks effectively Build and maintain strong relationships with clients, providing timely market insights, trade recommendations, and portfolio updates Collaborate with research analysts and portfolio managers to align trading strategies with investment objectives Ensure accurate order management, trade confirmations, and settlements by coordinating with operations and compliance teams

Axis Securities Limited is looking for PCG Dealer to join our dynamic team and embark on a rewarding career journeyExecute trades in equities, derivatives, and other financial instruments on behalf of high-net-worth individuals (HNIs) and private clients Offer personalized investment advice based on thorough analysis of market trends, client profiles, and risk tolerance Maintain regular communication with clients to provide portfolio updates, market insights, and new investment opportunities Collaborate with research analysts and relationship managers to deliver customized investment solutions Ensure timely and accurate order execution while adhering to internal risk management guidelines and regulatory norms

Axis Securities Limited is looking for Senior Equity Dealer to join our dynamic team and embark on a rewarding career journeyExecute buy and sell orders in equity markets on behalf of clients or the organization while ensuring optimal trade execution and compliance with regulatory guidelines Monitor real-time market trends, news, and economic data to make informed trading decisions and manage risks effectively Build and maintain strong relationships with clients, providing timely market insights, trade recommendations, and portfolio updates Collaborate with research analysts and portfolio managers to align trading strategies with investment objectives Ensure accurate order management, trade confirmations, and settlements by coordinating with operations and compliance teams

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed Order Routing: Routing client orders to various exchanges and trading platforms for execution Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions Compliance: Ensuring compliance with relevant financial regulations and industry standards Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed Order Routing: Routing client orders to various exchanges and trading platforms for execution Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions Compliance: Ensuring compliance with relevant financial regulations and industry standards Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies

Axis Securities Limited is looking for Senior Equity Dealer to join our dynamic team and embark on a rewarding career journeyExecute buy and sell orders in equity markets on behalf of clients or the organization while ensuring optimal trade execution and compliance with regulatory guidelines.Monitor real-time market trends, news, and economic data to make informed trading decisions and manage risks effectively.Build and maintain strong relationships with clients, providing timely market insights, trade recommendations, and portfolio updates.Collaborate with research analysts and portfolio managers to align trading strategies with investment objectives.Ensure accurate order management, trade confirmations, and settlements by coordinating with operations and compliance teams.

Axis Securities Limited is looking for PCG Central Dealer to join our dynamic team and embark on a rewarding career journeyExecute trades in equities, derivatives, and other financial instruments on behalf of high-net-worth individuals (HNIs) and private clients. Offer personalized investment advice based on thorough analysis of market trends, client profiles, and risk tolerance. Maintain regular communication with clients to provide portfolio updates, market insights, and new investment opportunities. Collaborate with research analysts and relationship managers to deliver customized investment solutions. Ensure timely and accurate order execution while adhering to internal risk management guidelines and regulatory norms.

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions.Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets.Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions.Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed.Order Routing: Routing client orders to various exchanges and trading platforms for execution.Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions.Compliance: Ensuring compliance with relevant financial regulations and industry standards.Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns.Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies.

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions.Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets.Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions.Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed.Order Routing: Routing client orders to various exchanges and trading platforms for execution.Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions.Compliance: Ensuring compliance with relevant financial regulations and industry standards.Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns.Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies.

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions.Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets.Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions.Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed.Order Routing: Routing client orders to various exchanges and trading platforms for execution.Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions.Compliance: Ensuring compliance with relevant financial regulations and industry standards.Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns.Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies.

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions. Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets. Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions. Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed. Order Routing: Routing client orders to various exchanges and trading platforms for execution. Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions. Compliance: Ensuring compliance with relevant financial regulations and industry standards. Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns. Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies.

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions.Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets.Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions.Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed.Order Routing: Routing client orders to various exchanges and trading platforms for execution.Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions.Compliance: Ensuring compliance with relevant financial regulations and industry standards.Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns.Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies.

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions. Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets. Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions. Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed. Order Routing: Routing client orders to various exchanges and trading platforms for execution. Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions. Compliance: Ensuring compliance with relevant financial regulations and industry standards. Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns. Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies.