3983 Investment Jobs - Page 32

The Role: Morningstar seeks an Operations Analyst to join our Wealth Operations Team. This will be a key role in our mission to provide an exceptional client experience. This position is based in our Mumbai office. Responsibilities: Independently maintain a high sense of ownership of the issues in the product ticket queue to be responsive and provide timely updates, follow-up, expedition, and resolution. Independently prioritize issues and workload by severity and impact, while ensuring quality and meeting deadlines. Independently analyse, recreate, document, communicate and monitor escalated issues using Salesforce, Jira, and other internal applications and reporting tools. Develop and main...

Connect on https://www.linkedin.com/in/princi-gupta-9ab7a225/ for more details on the role you may also whats up your resume on 7706031623 Job Title: CFP & Sr. Relationship Manager / Investment Advisor Location: Gurgaon Experience: 4-8 years (Sr. Role) | 2-5 years (Jr. Role) Education: Graduate (CFP/CFA/CA preferred) About the Role: Seeking a dynamic Wealth & Investment Advisor to manage and grow relationships with HNI/affluent clients. The role combines financial planning expertise with relationship management , helping clients achieve their financial goals through tailored investment strategies and holistic advisory. Key Responsibilities: Manage and deepen relationships with HNI clients; a...

Any Graduate / Postgraduate having passion on Sales. Age should be not more than 32 years. Any sales executives with experience of 3+ years in NTB of Corp Salary Business. Acquisition of Corp Salary, Investments, Asset X Sell etc. can apply for the position. Full understanding of local markets and product knowledge in Corp Salary Investments, Asset X Sell Business is mandatory. Excellent Communication Skills in English and Regional Language will be an added advantage. He or she may need to travel extensively. Roles and Responsibilities Any Graduate / Postgraduate having passion on Sales. Age should be not more than 32 years. Any sales executives with experience of 3+ years in NTB of Corp Sal...

Job Title: National Sales Manager – Gynecology Location: Mumbai At Sun Pharma, we commit to helping you “Create your own sunshine” — by fostering an environment where you grow at every step, take charge of your journey and thrive in a supportive community. Are You Ready to Create Your Own Sunshine? As you enter the Sun Pharma world, you’ll find yourself becoming ‘Better every day’ through continuous progress. Exhibit self-drive as you ‘Take charge’ and lead with confidence. Additionally, demonstrate a collaborative spirit, knowing that we ‘Thrive together’ and support each other’s journeys.” Key responsibilities: Decision regarding allocation of budgets for direct investment on doctors Influ...

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...

About Zscaler Serving thousands of enterprise customers around the world including 45% of Fortune 500 companies, Zscaler (NASDAQ: ZS) was founded in 2007 with a mission to make the cloud a safe place to do business and a more enjoyable experience for enterprise users. As the operator of the world’s largest security cloud, Zscaler accelerates digital transformation so enterprises can be more agile, efficient, resilient, and secure. The pioneering, AI-powered Zscaler Zero Trust Exchange™ platform, which is found in our SASE and SSE offerings, protects thousands of enterprise customers from cyberattacks and data loss by securely connecting users, devices, and applications in any location. Named...

Convert provided leads into confirmed sales Understand customer needs and suggest suitable solutions. Maintain accurate CRM records of interactions and follow-ups. Coordinate with field teams for smooth customer experience. Required Candidate profile 1+ year exp in Finance, Loan, Banking, BFSI-preferred Excellent English & local language communication Efficient in handling multiple leads & follow-ups Kevisha | 88490 20556

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

Job description: Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs *Ensuring the highest levels of service to the client /HNI customers *Providing Investment planning and advice. *Achieving sales and revenue targets spread across product mix One point contact for the assigned customer To execute monthly sales plan to acquire HNI / UHNI clients and ensure regular contact with all mapped clients through clients through weekly / monthly calls. Call / whatsapp - +91 7355922379 mail id - taru@avaniconsulting.com

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

This job role will have 2 primary requirements: Sourcing companies that are looking to fundraise & get them on the platform. Speaking to investors, understanding their requirements, finding the right deals for them, and sharing these deals in a meaningful manner. Key Responsibilities: Deal Sourcing: Source high-quality startups that are looking to fundraise & get them on the LiveDeals platform Identify & tap into channels that can lead to a strong & continuous pipeline of deals - startup communities / A&Is / Angel Networks / Angels, etc Deal Pitching: Take a deal and analyze its information from multiple sources including Tracxn data Based on the investors investment thesis, pitch them the r...

SUMMARY Our client is IT MNC part of one of the major insurance groups based out of Germany and Europe. The Group is spread across 40 countries worldwide, with Over 60,000 employees, focusing mainly in Europe and the Asian subcontinent. Our client offers a comprehensive range of insurances, pensions, investments and other varied financial services by focusing on all cutting edge technologies majorly on Cloud, Digital, Robotics Automation, IoT, Voice Recognition, Big Data science, advanced mobile solutions and much more to accommodate the customers future needs around the globe through supporting millions of internal and external customers with state of-the-art IT solutions to everyday proble...

We are looking for a Branch Manager to join our Cochin branch in K&K Cluster. The candidate will get exposure to interact and grow all channels in the branch Banks, Private Wealth, IMFDs and Retail channel. The candidate will also get an opportunity to guide and mentor trainees in this role and achieve business from them. This role requires good relationship building skills and strong partnership with business stakeholders to build business for FT. We are looking for a forward-thinking professional and smart working candidate who can assist in expanding our distribution network and market share in Cochin branch with the set of defined relationships. What are the ongoing responsibilities of t...

This Global Team is involved in various projects and opportunities across the globe, working on high value deals, strategic sourcing, supplier selection, commercial negotiations, contract reviews, category strategy and analytics. What is the Enterprise Vendor Management group responsible for The Enterprise Vendor Management team supports strategic initiatives and firm-wide objectives through the global management of labor and non-labor vendors for the purpose of delivering high quality vendor products and services to grow our investment management business, while optimizing the total cost of ownership. What are the ongoing responsibilities of a Procurement Analyst You will be a part of the G...

What Youll Do: The Floor Support acts as a subject matter expert in various processes as it relates to dealing with customers on a daily basis, promptly responding to all inquiries over the phone in a courteous and efficient manner and takes necessary follow up actions until the customer issues are fully resolved. Assist team members by answering questions and providing support on customer transactions, including, but not limited to: taking escalated Supervisor calls, evaluating call recordings and QA call review Assist with distribution of reports, mail, and other correspondence to team members Flexible team player in respect to investing additional time in to the team when necessary; inclu...

The Shared Services Obser vability team is primarily responsible for conceiving strategic monitoring solutions for MSCI , building strategic and tactical solutions and tools for Coverage , Application Managment and Client Services o enable world class operations. The selected candidate, as part of his role , will have a unique opportunity to design, build and maintain applications and tools for Control and monitoring , supporting the analytics business. Your Key Responsibilities We are looking for a bright and dynamic engineer, motivated and able to work independently as well as work in partnership with team members, Coverage Operations and IT teams spread across the globe. His prime respons...

About the Role: We are seeking dynamic and motivated Sales Interns to join our Investments Team. This internship provides an excellent opportunity to gain hands-on experience in sales and investor relations. You will be responsible for engaging with potential investors, initiating conversations, and supporting the team in building lasting business relationships. Key Responsibilities: Make outbound calls to potential investors and existing leads. Present investment opportunities and company offerings in a clear, persuasive manner. Develop and maintain positive relationships with investors through regular communication. Assist the team in achieving sales and outreach targets. Maintain accurate...

SUMMARY Objectives The Mortgage Investor Reporting Analyst plays an important role in the organization by performing several activities related to the Loan Servicing functions. The role is primarily responsible, under general supervision, for performing several reporting related tasks in support of the department, such as, remittance reporting, balancing, preparing reports, maintaining accurate records, identifying payment discrepancies, providing analysis, etc. The Mortgage Investor Reporting Analyst is responsible for the accurate and timely reporting and remittance of mortgage payments to the investors in their assigned portfolio. They are required to review remittance reports, ensure the...

SUMMARY Greetings, Excellent Opportunity for Freshers for Retail Staff Apply Now Jaipur Our Client is a UAE-based multinational conglomerate headquartered in Dubai. The group is involved in the retailing of apparel, footwear, consumer electronics, cosmetics & beauty products, home improvement, and baby products. The group also focuses on hospitality & leisure, healthcare, and mall management. Must Have - Minimum- 10th/12th/Graduate Freshers Can apply. Age will be between 18-30years. Job Details - -Folding and Stacking at basic Table. -Timely display of received stocks. -Responsible for Upkeep of section. -Ensure Carton free floor -Maintain Display standarards-Including signage -Merchandise C...

Urgent Opening for Relationship Manager Wealth/ Branch Relationship Head Key Responsibilities: Strategy & P&L Management Maintains the Profit and Loss statement and Balance Sheet for the branch Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank Sustained revenue generation for the branch through cross sell of TPP, RA and BB products Liabilities mobilization through CASA portfolio growth in the Branch Catchment Superior and Consistent Customer Service. Ensures efficient complaint management within specified TATs Conducts customer engagement programs and marketing events Ensures proper implementation of CRM by the Sales, Relationship & BSD departments an...

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest different investment schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database b...

SUMMARY Greetings, Excellent Opportunity for Freshers for Retail Staff Apply Now Chandigarh Our Client is a UAE-based multinational conglomerate headquartered in Dubai. The group is involved in the retailing of apparel, footwear, consumer electronics, cosmetics & beauty products, home improvement, and baby products. The group also focuses on hospitality & leisure, healthcare, and mall management. Must Have - Minimum- 10th/12th/Graduate/Diploma Freshers Can apply. Age will be between 18-30years. Job Details - -Folding and Stacking at basic Table. -Timely display of received stocks. -Responsible for Upkeep of section. -Ensure Carton free floor -Maintain Display standarards-Including signage -M...

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, Uttam. Call & WhatsApp :- 9949101406 Share Updated resume, utta...