3983 Investment Jobs - Page 31

HCLTECH Mega Walk-in Drive - International Banking & Finance Process Walk-in Drive Details: Location: HCL Technologies Ltd, ETA 3, No 33, Block 1, Sandhya Infocity, OMR, Rajiv Gandhi Salai, Navalur, Chennai Date: 10th October 2025 & 11th October 2025 Time: 10:00 AM - 2:00 PM Contact HR : Judith, Dharani & Sanjay. ROLE : PENSIONS EXPERIENCE : 1-3 years Mandatory Skills: Strong written communication, knowledge of insurance operations (claims, alterations, servicing), customer service, and compliance with UK industry regulations. Role Overview: Handle written enquiries from policyholders and IFAs, process back-office insurance tasks, respond professionally to complaints, and contribute to team ...

HCLTECH Mega Walk-in Drive - International Banking & Finance Process Walk-in Drive Details: Location: HCL Technologies Ltd, ETA 3, No 33, Block 1, Sandhya Infocity, OMR, Rajiv Gandhi Salai, Navalur, Chennai Date: 10th October 2025 & 11th October 2025 Time: 10:00 AM - 2:00 PM Contact HR : Judith, Dharani & Sanjay. ROLE : MANAGER EXPERIENCE : 15+ years Mandatory Skills : 15+ years of experience in insurance operations with deep domain expertise in UK Life & Pensions, strong knowledge of Irish regulatory requirements, multi-location team leadership, process and quality management, and experience with transformation and automation tools (e.g., dC.iKnow, dC.iGenie). Role Overview: Lead end-to-end...

Role & responsibilities A. Position Purpose To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners B. Position Responsibilities Sr. Key Responsibilities 1 Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Insignia Clients. Acquiring and managing both business, individual (resident and NRI) clients. Increase product penetration ...

Role Over View : As a Sales & Business Development Executive you will be responsible for acquiring and managing High Net Worth Individual (HNI) and corporate clients for investment and wealth management products. The role involves proactive client acquisition through cold calling, field visits, and relationship management, with a focus on delivering customized investment solutions and driving business growth. Key Responsibilities : Identify and acquire new clients through lead generation, networking, and field sales activities. Present and promote Jones Asset Managements wealth and logistic investment products to HNI clients. Conduct client meetings, portfolio discussions, and financial plan...

Key Responsibilities Lead and manage sales operations of the branch for IFDG (Independent Financial Distribution Group). Drive product distribution through IFDs: mutual funds, IPOs, fixed deposits, bonds, etc. Achieve branch targets for new client acquisition, assets under distribution, revenue & growth. Oversee crossselling of related financial products (insurance, credit cards, loans etc.). Ensure that all KYC, compliance, and regulatory requirements are met. Recruit, coach, mentor and manage the branch sales team; set and monitor their targets. Maintain relationships with key stakeholders: IFAs, distributors, leads, clients. Monitor competitor activity & local market conditions, identify ...

Understand the category and brand objectives for the year WPP Media Activation Specialist team is accountable for tactical planning and implementation for a set of clients WPP Media Activation Specialist team to understands clients brand identity, WPP Media Agency s deliverables and campaign KPI s Understand the campaign brief received from Agency Planner / WPP Media Activation Specialist Manager, create multi-channel / integrated activation plan in line with SOP Coordination with other stake holders, mainly the WPP Media Buying team for deal closures Optimize the activation plan to achieve the objectives/ KPI Close the optimized plan with Activation Specialist Manager Based on the aligned p...

Liaises with UL SPOC to design and execute Monthly Plans across e-commerce platforms. Leads and manages all operations E2E to ensure smooth execution of Search campaigns. In six months: Complete understanding of Search ads on the platform. Demonstrates expertise in navigating ad account dashboards to deploy and manage campaigns. Manages ad budgets effectively to allocate resources efficiently across campaigns and placements. Monitors and optimizes campaigns & spending performance to deliver business goals. In 12 months: Conducts comprehensive keyword analysis to identify relevant search terms and refine campaigns based on performance data and trends. Sound understanding of bid optimization a...

In three months: Understand the complete biddable media scenario on the client s business, e.g. Search, Facebook, etc. Handled day-to-day tasks/requirement effectively In six months: Optimized implementation in all biddable media platforms Explored and executed an innovation in one of the biddable media platforms In twelve months: Exceed client expectations in terms of biddable media implementation Creating a roadmap for the next year What your day job looks like in WPP Media: Analyze, track, and optimize on an ongoing basis effective benchmark for measuring the campaigns performance Communicate with internal stakeholders on project development, timelines, and results. Work closely with the ...

In three months: Understood the complete biddable media scenario on client s business, e.g. Search, Facebook, etc. Handled day to day tasks / requirement effectively In six months: Optimized implementation in all biddable media platforms Recommended and implemented best practice Explored and executed an innovation in one of the biddable media platforms In 12 months: Exceed client expectations in terms of biddable media implementation Create a roadmap for the next year. What your day job looks like at WPP Media: Analyze, track and optimize on an ongoing basis effective benchmark for measuring the campaigns performance including keyword/placement bids, account daily/monthly budget caps, impres...

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

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

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

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

Handling the preparation of performance monitoring reports, including requesting, receiving and reviewing data from investment managers. Drafting quarterly single page investment manager/fund performance and investment market summaries. Preparation of monthly asset valuation summaries. Drafting the investment sections of annual Trustee Report and Accounts. Completing the investment sections of the annual Scheme Return submission. Maintaining databases of assets under advisement and exposure to investment funds/managers. Keeping logs of regulated work and reviewed items. Attaining billable hours objective through the production of client deliverables. Delivering the above to client specific r...

Assist the sales team & implement the sales strategies with them. Build strong relationship to drive retention & generate referrals. Identify potential clients & drive business growth. Meet sales goals by actively promoting products/services. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 22 - 40 yrs Share CV at Whatsapp: 6351954334 Sr HR Radhi Perks and benefits On Roll Medical Benefits Family Insurance Career

Assist the sales team & implement the sales strategies with them. Build strong relationship to drive retention & generate referrals. Identify potential clients & drive business growth. Meet sales goals by actively promoting products/services. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 22 - 40 yrs Share CV at Whatsapp: 6351954334 Sr HR Radhi Perks and benefits On Roll Medical Benefits Family Insurance Career

Assist the sales team & implement the sales strategies with them. Build strong relationship to drive retention & generate referrals. Identify potential clients & drive business growth. Meet sales goals by actively promoting products/services. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 22 - 40 yrs Share CV at Whatsapp: 6351954334 Sr HR Radhi Perks and benefits On Roll Medical Benefits Family Insurance Career

Develop and implement effective sales strategies. Lead, coach, and mentor the sales team to achieve targets. Manage and grow key client accounts. Identify market trends and adjust strategies accordingly. Collaborate with sales teams to align efforts. Required Candidate profile Any Graduate Min. 2 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 45 yrs Share CV at jyoti@sadhanaservice.com Sr HR Jyoti Perks and benefits On Roll Job Career Medical Benefits Insurance

Develop sales team through motivation & product knowledge. Build & manage customer relationships. Develop & execute sales planning. Achieve acquisition & revenue targets. Forecast & achieve monthly, quarterly targets. Looking post-sales activities. Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Leadership/Convincing skills Understanding of client requirement Age 21 to 40

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST 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 Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relatio...

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST 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 Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relatio...

Designation: Wealth Manager Location: Gurugram Salary - 12 LPA to 17 LPA Experience Required : 7-14 Years of Experience in Banking & AMC(Mutual funds Company) Acquisition of Affluent & Super Affluent Client Must Have : NISM 5 A Certificate Required Candidate profile Experience Required: 7-14 Years of experience in Banking, Securities, AMC, Burgundy RM, Affluent RM, Wealth Manager Good Knowledge of Investment product like Mutual Funds, PMS and AIF

Identify and approach potential client for new business. Maintain post-sales relationships with clients for leads & referrals. Develop and execute sales strategies for revenue growth. Meet or exceed sales target through direct sales and team members. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 21 - 40 yrs Share CV at jyoti@sadhanaservice.com Sr HR Jyoti Perks and benefits On Roll Job Career Medical Benefits Insurance

Identify and approach potential client for new business. Maintain post-sales relationships with clients for leads & referrals. Develop and execute sales strategies for revenue growth. Meet or exceed sales target through direct sales and team members. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 21 - 40 yrs Share CV at jyoti@sadhanaservice.com Sr HR Jyoti Perks and benefits On Roll Job Career Medical Benefits Insurance

Identify and approach potential client for new business. Maintain post-sales relationships with clients for leads & referrals. Develop and execute sales strategies for revenue growth. Meet or exceed sales target through direct sales and team members. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 21 - 40 yrs Share CV at jyoti@sadhanaservice.com Sr HR Jyoti Perks and benefits On Roll Job Career Medical Benefits Insurance