1848 Investment Jobs - Page 33

Advise the NRI/HNI clients on their Investments and provide information about current market trends. Handling NRI/HNI clients and solving their queries and complaints. Handling their Portfolios & generating brokerage. Responsible for executing the trade on behalf of the client & maintaining regular relations with clients. Activating Dormant accounts. Cross selling of other financial products Good communication skills

Advise the NRI/HNI clients on their Investments and provide information about current market trends. Handling NRI/HNI clients and solving their queries and complaints. Handling their Portfolios & generating brokerage. Responsible for executing the trade on behalf of the client & maintaining regular relations with clients. Activating Dormant accounts. Cross selling of other financial products Good communication skills

About Godrej Properties Limited: Godrej Properties brings the Godrej Group philosophy of innovation, sustainability, and excellence to the real estate industry. Each Godrej Properties development combines a 125-year legacy of excellence and trust with a commitment to cutting edge design, technology, and sustainability. In FY 2021, Godrej Properties emerged as the largest developer in India by the value and volume of residential sales achieved. Godrej Properties has deeply focused on sustainable development. In 2010, GPL committed that all of its developments would be third party certified green buildings. In 2020,2021 and again in 2022, the Global Real Estate Sustainability Benchmark ranked GPL #1 globally amongst listed residential developers for its sustainability and ESG practices. In 2017, GPL was one of the founding partners of the Sustainable Housing Leadership Consortium (SHLC), whose mission is to spread sustainable development practices across the Indian real estate sector. In recent years, Godrej Properties has received over 300 awards and recognitions, including the Porter Prize 2019, The Most Trusted Real Estate Brand in the 2019 Brand Trust Report, Builder of the Year at the CNBC-Awaaz Real Estate Awards 2019, and The Economic Times Best Real Estate Brand 2018. Role Overview: This position is responsible for driving the real estate investment and business development activities for Godrej Properties in the assigned region. The Senior Manager will independently source and evaluate potential deals, collaborate with stakeholders for due diligence, negotiate with joint v enture (JV) partners, and finalize transactions. The role demands a blend of analytical acumen and soft skills to handle complex negotiations and form strong relationships with JV partners. Key Responsibilities: Deal Sourcing & Identification Proactively identify and source potential land and development opportunities by building strong networks with International Property Consultants (IPCs), financial institutions, brokers, corporate partners, land aggregators, and other relevant stakeholders. Meet landowners to understand their expectations, business profiles, and align opportunities with company objectives. Conduct thorough site visits and market analysis to evaluate external factors influencing investment opportunities. Filter, shortlist, and reco mmend viable deals based on company-defined criteria and business needs. Conduct risk assessments and validate title deeds, land ownership, and relevant documentation. Coordinate with internal teams, including Design and Marketing, to assess product mix, p ricing, costs, and other key factors for opportunities. Financial Analysis & Modelling Lead the development of financial models and conduct detailed financial analyses, including revenue forecasting, profitability, investment return analysis (IRR), and oth er key metrics. Collaborate with teams to compile accurate revenue and cost assumptions and assess overall feasibility. Deal Evaluation & Proposal Development Prepare comprehensive business case proposals, including risk assessments, pricing, sales velocit ies, and investment analysis. Coordinate with the Legal department to ensure timely completion of due diligence activities. Collaborate with Liaison teams to verify land title documents, development plans, and compliance with local regulations. Deal Structuring & Finalization Structure deals to maximize return on investment for the company, ensuring optimal terms for Godrej Properties. Lead negotiations with landowners, focusing on joint venture terms, agreements, and strategic alignment. Coordinate w ith the Legal department to finalize and execute agreements, ensuring alignment with company policies and guidelines. Seek necessary approvals from the Head Office, BD Council, and Regional Heads for deal closure. Relationship Management Maintain strong, l ong-term relationships with JV partners, ensuring smooth communication and resolving any issues that may arise during the project lifecycle. Regularly update JV partners on project progress, developments, and key milestones, fostering trust and transparenc y. Who are we looking for? Qualification : MBA from a top-tier business school or a qualified Chartered Accountant (CA). Experience : A minimum of 8+ years of hands-on experience in financial modelling, analysis, and deal evaluation, with a strong understanding of the real estate sector. Critical Skills: Key Skills: Proficiency in financial modelling and deal evaluation. Strong negotiation and communication skills. Solid understanding of joint venture structures, real estate investments, and market dynamics. Ability to analyse complex financial data and draw actionable insights. Relationship management skills to effectively engage with stakeholders at all levels An inclusive Godrej Before you go, there is something important we want to highlight. There is no place for discrimination at Godrej. Diversity is the philosophy of who we are as a company. And has been for over a century. It s not just in our DNA and nice to do. Being more diverse - especially having our team members reflect the diversity of our businesses and communities - helps us innovate better and grow faster. We hope this resonates with you. We take pride in being an equal opportunities employer. We recognize merit and encourage diversity. We do not tolerate any form of discrimination on the basis of nationality, race, color, religion, caste, gender identity or expression, sexual orientation, disability, age, or marital status and ensure equal opportunities for all our team members. If this sounds like a role for you, apply now! We look forward to meeting you.

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 and to be reviewed at every interval. Strengthening Systems, Controls and Processes Ensures Upkeep of the Branch and ATM and raises issues if required Liaises with respective teams for effective and efficient Fraud Management within the cluster Ensures branch compliance with Banks policies and processes Ensures timely submission of MIS reports. Ensures safety and security of Bank and customer's assets Ensures Audit related deliverables both internal and external are met as per the prescribed norms. Ensures Role clarity to employees in the branch and manage attrition Performance Management Tracks and monitors daily productivity and book movement of the branch Partners with the HCM Business partner for periodic review of performance of executives in the Branch and identify training needs if required People Management. Monitors and enables the achievement of goals and key performance indicators for direct reports and ensures effective implementation of the performance management process in the section. Develops talent within the team by providing guidance, ongoing feedback, coaching and development opportunities to individuals to enable achievement of the defined goals. Risk and Internal Control Responsibilities. Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

Better AI is a strategic initiative by Better, focused on building scalable, AI-powered solutions for complex challenges in Banking and Healthcare . We take a hypothesis-driven approach to validate ideas before investing in full-scale development, helping us minimize risk and maximize impact. Our mission is to ship sustainable AI products that solve critical real-world problems securely, efficiently, and meaningfully. As a Product Manager at Better AI, youll lead the discovery and validation process for new AI products. You ll be at the intersection of customers, market opportunities, and engineering execution. Your work will directly shape what we build, how we build it, and why it matters. Responsibilities: Identify and prioritize problem spaces in Banking and Healthcare that are ripe for AI innovation. Run rapid experiments and research to validate ideas before committing engineering resources. Conduct interviews and market research to deeply understand user needs, pain points, workflows, and decision-making processes. Identify potential design partners and early adopters. Collaborate with engineers and AI specialists to scope and ship MVPs. Define product requirements and iterate quickly based on user feedback. Ensure what we build aligns with both market demand and technical feasibility. Work with leadership to evaluate market size, ROI potential, and go-to-market strategy. Help turn validated prototypes into products with long-term value. About You: 3+ years of experience as a Product Manager, preferably in early-stage or AI-related B2B products. Proven ability to lead customer discovery and hypothesis testing in 0 1 environments. Strong communication and collaboration skills across technical and non-technical teams. Solid understanding of AI/ML fundamentals (you don t need to code, but you need to "get it"). Experience or deep interest in the Banking or Healthcare domains. Bonus: Experience working with enterprise or regulated customers. Perks and Benefits: Work remotely, anywhere in the world! Ditch the commute, embrace flexibility. Comprehensive health insurance - spouse and kids (pre-conditions!), 24/7 remote doctors. Generous PTO (12 paid, 6 sick) + national/regional holidays + paid parental leave. Annual off-sites - fully funded team trips, work and fun combined! Drive initiatives from scratch, solve real challenges, maximize your career value. Supportive, results-oriented team. Learn, grow, be your best.

Under direct supervision, assist in the collection and analysis of data for senior staff to use to formulate an opinion of the market value of real estate for the purposes of dispute resolution, mortgage underwriting, acquisition/disposition, portfolio analysis and estate purposes.

We are seeking an Investment Analyst to support the full lifecycle of portfolio investments at Blenheim Chalcot and BCI Capital. The role involves monitoring loan facilities, preparing high-quality Investment Committee papers, and managing daily loan operations. Ideal for a proactive individual with an interest in private credit and a hands-on approach in an entrepreneurial environment.

General Summary: Provide investment underwriting, financial analysis and transactional due diligence support for potential real estate investment opportunities including acquisitions, dispositions, and development, as well as contribute to the preparation of presentations to Investment Committee Key Duties and Responsibilities: Run comprehensive investment underwriting process including creation of detailed financial models (Excel and Argus), market assumptions, and analyses in support of investment opportunities; Contribute to preparation of investment presentations to the Investment Committee; Prepare ad-hoc analysis and industry related research in support of potential investment opportunities; Help manage transactional due diligence process and communication with counterparties; Work with various departments including legal, accounting, leasing, development, finance, and property management to aggregate, interpret, and share information used to communicate both externally and internally for potential investments; Provide other support to Investments team as needed Job Specifications: Bachelors degree in finance, real estate or related technical field 1-4 years of commercial real estate, corporate finance, asset management, or investment sales experience, or background in investment banking or management consulting Experience with Argus a must Financial modeling expertise, with experience in commercial real estate transactions and an in-depth understanding of real estate fundamentals considered a plus Organized and task-oriented, able to work in a fast-paced, team-oriented environment with multiple deadlines, and adapt readily to changing priorities Excellent written and oral communication skills with ability to convey technical information in a clear and concise manner Experience analyzing financial statements, leases, and related documents for purposes of forecasting, underwriting, and analyzing tenant credit quality Highly skilled in Microsoft Excel, PowerPoint, Word, and Argus

Comcast brings together the best in media and technology We drive innovation to create the world's best entertainment and online experiences As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations and disciplines We are at the forefront of change and move at an amazing pace, thanks to our remarkable people, who bring cutting-edge products and services to life for millions of customers every day If you share in our passion for teamwork, our vision to revolutionize industries and our goal to lead the future in media and technology, we want you to fast-forward your career at Comcast Job Summary Responsible for the technical program management activities and alignment for strategic programs, coordinating among a wide range of cross-functional internal and external resources to ensure that programs are within the scope, within budget and on schedule, with guidance from senior staff member(s) Serve as the program lead for specific, defined multi-discipline technical programs or projects of greater than average complexity and scope Responsible and accountable in the planning, development and delivery of new technical programs Acts as a technical expert in own area within the organization May work independently or as part of a team on more complex projects Provides mentoring and guidance to more junior team members May be responsible for leading a team but does not directly manage people Job Description Core Responsibilities Understands the scope of technical programs as defined by the product and business requirements and the budget process Participates in the key planning of milestones Uses specific knowledge about one or more technical areas to research, plan, communicate and achieve objectives through program/project team Identifies, confirms and obtains participation from required cross-functional teams Ensures team clearly understands roles and responsibilities for the duration of the program Creates and builds program plans and program record Works with the core team to identify and schedule all the work required to fulfill program scope, including identification and management of critical path tasks Identifies and manages program critical paths Identifies goals and successes criteria, drives the development and implementation of key goals, objectives and successes criteria for the program with key stakeholders and core team Raises conflicts and resolves with the appropriate level of management engagement to build consensus Obtains and assigns resources to the program plan Recommends changes to improve the engineering process and to alleviate process inaccuracy and duplication Determines the cost and budget; performs resource forecasting Analyzes areas of risk to avoid risky activities by identifying and managing critical paths and risk areas Establishes contingency plans and identifies trigger events and assumes responsibility for initiation corrective actions Communicates updates on major milestones and keeps all stakeholders informed of progress and issues Identifies and manages proposed changes to program parameters and works with managers to ensure appropriate processes and communications are followed Work is evaluated upon completion to ensure objectives have been met Contributes to the development of organization's goals and objectives Monitors and ensures quality of program deliverables Leads core technical team and key field resources to develop and monitor deployment schedule, strategies and tools to support the implementation of programs in the field through trials and controlled customer deployments Consistent exercise of independent and collaborative judgment and discretion in matters of significance Regular, consistent and punctual attendance Must be able to work nights and weekends, variable schedule(s) and overtime as necessary Other duties and responsibilities as assigned Employees At All Levels Are Expected To Understand our Operating Principles; make them the guidelines for how you do your job Own the customer experience think and act in ways that put our customers first, give them seamless digital options at every touchpoint, and make them promoters of our products and services Know your stuff be enthusiastic learners, users and advocates of our game-changing technology, products and services, especially our digital tools and experiences Win as a team make big things happen by working together and being open to new ideas Be an active part of the Net Promoter System a way of working that brings more employee and customer feedback into the company by joining huddles, making call backs and helping us elevate opportunities to do better for our customers Drive results and growth Respect and promote inclusion & diversity Do what's right for each other, our customers, investors and our communities Disclaimer This information has been designed to indicate the general nature and level of work performed by employees in this role It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications Comcast is proud to be an equal opportunity workplace We will consider all qualified applicants for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information, or any other basis protected by applicable law Base pay is one part of the Total Rewards that Comcast provides to compensate and recognize employees for their work Most sales positions are eligible for a Commission under the terms of an applicable plan, while most non-sales positions are eligible for a Bonus Additionally, Comcast provides best-in-class Benefits to eligible employees We believe that benefits should connect you to the support you need when it matters most, and should help you care for those who matter most Thats why we provide an array of options, expert guidance and always-on tools, that are personalized to meet the needs of your reality to help support you physically, financially and emotionally through the big milestones and in your everyday life Please visit the compensation and benefits summary on our careers site for more details Education Bachelor's Degree While possessing the stated degree is preferred, Comcast also may consider applicants who hold some combination of coursework and experience, or who have extensive related professional experience Relevant Work Experience 10 Years +

At Alehar, as an international corporate finance boutique, we specialize in Fundraising, M&A, Fractional CFO Team and Fractional Investment Team services for startups, medium-sized businesses and investors Our mission is to help business leaders get the corporate finance support essential to building extraordinary companies Why should you join us We have an international work culture that is based on the values of transparency, direct communication and employee empowerment We want our team members to grow both professionally and personally Our work culture offers ample opportunities for technical training, personal mentorship and career growth You will be part of a small team You will get exposure to all aspects of building a corporate finance advisory Heres What Youll Be Doing In this role, you will: Support the team with operational tasks Support our finance, tax and accounting tasks Prepare, edit, and distribute internal and external documents, presentations and contracts Contribute to our social media marketing efforts and assist in organizing events Help with our recruitment efforts Support data gathering and analysis for our commercial activities You Need These Qualifications Bachelor's degree and 0-2 years of work experience Proactive and entrepreneurial mindset with a focus on team growth and collaboration Ability to work autonomously, manage multiple tasks, and prioritize effectively Strong written and verbal communication skills Affinity with a tech-enabled way of working Strong attention to detail Good Excel / google sheets skills Exposure to compliance, tax or accounting processes How To Apply ?If youre excited about the prospect of supporting Fundraising, M&A and Corporate Finance advisory at Alehar and helping business leaders build extraordinary companies, wed love to hear from you Please send your CV (1-page format) to careers@alehar com

Note: By applying to this position you will have an opportunity to share your preferred working location from the following: Hyderabad, Telangana, India; Gurugram, Haryana, India Minimum qualifications: Bachelor's degree or equivalent practical experience 2 years of experience working with digital media or digital marketing/advertising solutions, implementing and measuring campaigns and providing client solutions Preferred qualifications: Knowledge of SA360 Products, performance advertising market or online ads landscape Familiarity with marketing measurement techniques, including incrementality testing, media mix modeling, and attribution modeling Ability to oversee multiple, simultaneous solutions, supported by internal teams Ability to work cross-functionally with multiple teams and stakeholders Proficiency in interpreting datasets, identifying trends, and translating findings into compelling narratives Excellent project management, relationship building, collaboration, negotiation and influencing skills About The Job gTech Ads is responsible for all support and media and technical services for customers big and small across our entire Ad products stack We help our customers get the most out of our Ad and Publisher products and guide them when they need help We provide a range of services from enabling better self help and in-product support, to providing better support through interactions, setting up accounts and implementing ad campaigns, and providing media solutions for customers business and marketing needs and providing complex technical and measurement solutions along with consultative support for our large customers These solutions range from bespoke and customized ones for our customers to scalable support for millions of customers worldwide Based on the evolving needs of our ads customers, we partner with Sales, Product and Engineering teams within Google to develop better solutions, tools, and services to improve our products and enhance our client experience As a cross-functional and global team, we ensure our customers get the best return on investment with Google and we remain a trusted partner Google creates products and services that make the world a better place, and gTechs role is to help bring them to life Our teams of trusted advisors support customers globally Our solutions are rooted in our technical skill, product expertise, and a thorough understanding of our customerscomplex needs Whether the answer is a bespoke solution to solve a unique problem, or a new tool that can scale across Google, everything we do aims to ensure our customers benefit from the full potential of Google products To learn more about gTech, check out our video Responsibilities Be a trusted advisor to priority Google Ads clients by understanding how digital marketing and technology solutions can address their business issues, acting as a collaborative thought partner, architecting media plans and effectively delivering on technical solutions to accomplish their business goals Partner effectively and build relationships with external advertisers to unlock business outcomes powered by Google Ads campaigns, driving product adoption and revenue growth across sales lifecycle Collaborate effectively with vendors and sales teams to drive growth plans for clients Develop and apply knowledge of market and competitive environment for vertical and sub-verticals in solutions offered Serve as the customer's Search product expert by successfully delivering consultative digital marketing solutions that not only address a customer issue, but also advance a customer's sophistication and digital maturity level on Search Google is proud to be an equal opportunity workplace and is an affirmative action employer We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status We also consider qualified applicants regardless of criminal histories, consistent with legal requirements See also Google's EEO Policy and EEO is the Law If you have a disability or special need that requires accommodation, please let us know by completing our Accommodations for Applicants form

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Conduct in-depth market research and policy analysis on India’s hydrogen value chain, including demand projections across refining, fertilizers mobility, steel and CGD sectors. Track national green hydrogen mission initiatives, incentive schemes, investment trends and state assessments Develop sector models and support through techno-economic assessments, cost benchmarking and scenario forecasting for green hydrogen adoption in industrial decarbonization Conduct comprehensive research on domestic and global crude oil and refining markets, including supply-demand dynamics, pricing trends, geopolitical factors, and regulatory changes. Develop forecasts and projections for petroleum products demand and its impact on crude oil Prepare insightful industry reports, market commentaries and sector updates on petroleum products. Analyze industry trends, competitive landscape and market positioning of key players Should have a strong understanding of the crude oil value chain, international market dynamics, refining and marketing strategies, GRMs (Gross Refining Margins) and petroleum products such as Petrol, Diesel, LPG, etc. Evaluate long term implications of blending and alternative fuel integration on crude oil and petroleum products demand, ensuring strategic alignment with the country's sustainable goals and regulatory frameworks Conduct knowledge sharing sessions to clients based on analysis of the refining sector. Engage with clients to understand their specific needs and execute customized research and insights Stay updated with industry developments, emerging trends and technological advancements in the energy vertical. Contribute to thought leadership initiatives through white papers, articles, and conference presentations Collaborate effectively with cross-functional teams including economic team, industry specialists, and research analysts for cross-sectoral tasks and projects. Present research findings and recommendations to internal stakeholders and external clients Perform financial and commercial analysis related to the refining sector. Analyze investment opportunities, market trends and competitive landscapes to provide actionable insights and recommendations

Build and update company and industry models Create and maintain databases using data from different sources Work on regular research publications - earnings previews, reviews, event updates, flash notes etc. Contribute meaningful research ideas for thematic publications Carry out sector analysis and help onshore analyst in coming up with investment themes /ideas Keep a track of latest developments in the companies under coverage and the sector and incorporate these into the research publications etc. Assist with data aggregation and ad-hoc requests Respond to client inquiries with respect to designated coverage areas Deepen research skills to prepare investment thesis and generated differentiated research ideas Work on presentations/slide decks summarizing investment research Roles and Responsibilities Build and update company and industry models Create and maintain databases using data from different sources Work on regular research publications - earnings previews, reviews, event updates, flash notes etc. Contribute meaningful research ideas for thematic publications Carry out sector analysis and help onshore analyst in coming up with investment themes /ideas Keep a track of latest developments in the companies under coverage and the sector and incorporate these into the research publications etc. Assist with data aggregation and ad-hoc requests Respond to client inquiries with respect to designated coverage areas Deepen research skills to prepare investment thesis and generated differentiated research ideas Work on presentations/slide decks summarizing investment research

Lead and mentor the sales team to drive performance Reach out to prospective clients and present tailored product solutions Achieve individual and team targets Train and support team members Handle full sales cycle from follow-ups to closures Required Candidate profile Bachelor's degree in any field Min 2 years of exp in sales, marketing, pharma in BFSI or financial services Local candidates preferred Strong understanding of Sales products and Customer service

Find & contact potential customers Build and maintain good relationships with client Explain & promote products or services Negotiate prices and close sales deals Meet sales targets & company goals Work with other teams to improve customer experience Required Candidate profile Graduation in Any Stream Mini. 1 to 2 Years in Field sales & Marketing Attractive Personality and good communication skills One who ready for challenges Contact: +91 8160174117 | Priyansi

explaining mutual fund product to clients , generate / convert units, assist with KYC and documentation maintain sales record and coordinate with back office

Quaestor is looking to expand the Technology Team through the addition of Data Integrity associate. In this role, the individual will reconcile and ensure the accuracy of the data used by Quaestor s teams. KEY RESPONSIBILITIES Work closely with the Operations Team and IT Team to monitor data within the Arena Data Warehouse and Arena proprietary pipeline software. Reconcile data within the Arena Data Warehouse and pipeline to ensure accuracy. Create additional data reconciliations as required. Work with internal Arena teams to ensure they input their data properly and rectify any errors. Work with third parties (Fund Administrator, Prime Brokers, Custodians, etc) as required to ensure the proper data is both received and sent. The individual will have demonstrated an ability to work in a fast-paced, performance-driven environment with an ability to think broadly about the business, incorporating continual improvement of processes and procedures with a goal of excellence while focusing on accuracy and efficiency. bachelors degree from a top university, ideally in a quantitative area (e.g., finance, economics, accounting) is a must. 5-10 years of direct experience at a securities or investment firm. Excellent Microsoft Excel (VBA a plus), PowerBI (or other query tools). Solid analytical and writing skills. Experience with equity, debt and FX trading and settlements. The highest level of personal integrity and ethical standards. A positive attitude, strong work ethic and a desire to work collaboratively across the organization. Strong attention to detail. Should be willing to work in US shifts.

If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. We are currently seeking an experienced professional to join our team in the role of Assistant Vice President Senior Request For Proposal- Writer Business: Asset Management Principal responsibilities Contribute to business growth through high quality and timely submission of compelling, accurate and client-focused Request for Proposal and Request for Information and other client and consultant document production and management Supports effective management of priorities and workload with colleagues across the business (specifically in Sales, Investment and Client Service) and with RFP (Request for Proposal)Team colleagues globally. High quality and timely completion of consultant requests to support our Consultant Relations strategy. Content development and maintenance. Compliance with global content management requirements; full use of global tools such as RFP (Request for Proposal) content management tool (Loopio). Market / customer / technical understanding. High quality and timely content management, including global and regional product and firm information. Maintains a strong understanding of the marketplace and related customer and regulatory requirements. Maintains a strong understanding of HSBC s capabilities and funds in this context. Understanding of the need to adhere strictly to compliance, legal and regulatory procedures. Requirements Detailed knowledge of Request For Proposals, Request For Informations, Due Diligence Questionnaires and related client documents, including regulations, compliance requirements and delivery processes. Chartered Financial Accounting completed or pursuing. University degree or equivalent qualification required, preferably with an investment or finance focus. Sound understanding of investment products and markets and client requirements. Good knowledge of performance systems, reporting systems, third-party performance databases and institutional reporting standards (ie GIPS). Excellent knowledge of MS Office tools. Strong communication skills in English, including investment writing and oral discussion / presentation. Excellent written and spoken English skills. Further language skills, such as French, Italian, German, Chinese or Japanese would also be an advantage, but not essential. Strong project, organizational and time management skills; ability to multi-task on ongoing basis. Ability to work effectively in a deadline-oriented environment. Ability to manage multiple stakeholders and their sometimes conflicting expectations and requirements. Attention to detail, commitment to high quality work standards and the ability to ensure those standards are maintained under time and stakeholder pressure. Team player: willingness to share knowledge and also learn from others. Leadership spirit to take full responsibility for delivering the documents required; ability to build consensus between departments with different objectives. Able to prioritize effectively and maintain positive attitude in fast-moving work situations.

About Axis Virtual Centre Axis Virtual Centre engages with the Axis Bank customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. The Axis Virtual Centre supports the respective Line of Business to achieve and exceed dial targets through effective use of communication skills and envisages to provide a differential customer experience About the Role The Virtual Acquisition Manager (VAM) uses business acumen, operational knowledge and impactful client interactions to identify and deliver the right product solution to prospective customers and explore other cross-sell opportunities to them. The Virtual Acquisition Manager (VAM) needs to be proficient in the core NTB liability product being offered and possess working knowledge of Retail Asset products, Banking operations, Investment options and Card products Key Responsibilities Manage the liability product acquisition thru leads from digital channel and propensity bases, delivering our prospective liability clients a superior customer experience. Acting as a single point of contact till the customer is on boarded. Achieve the monthly assigned business targets through effective conversion ratio, right product mix, defined average sourcing value and cross-sales generating fee income across investment, assets and cards. Effectively utilize all applications, tools, and databases used to process transparent end to-end client support. Proficient with systems related to Banking transactions and services Strictly adhere to the internal control policies and ensure that the organizations activities are carried out in accordance with the set guidelines Qualifications Graduate or Post graduate from a recognized institution. 2- 5 years relevant role/ BFSI sector. Role Proficiencies Proficiency in systems related to Banking transactions and services. Good communication skills in both English and local language. Excellent lead generation and conversion skill. Ability to handle pressure and meet deadlines. Ability to successfully work as a part of a team. High sales orientation to meet the sales targets consistently. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department. #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

AVC:SKY - Wealth RM INTERNAL USAGE: No. of Vacancies: 1 Manager: AVC:SYK - Unit Manger - Wealth Is a Team leaderNo Team Size: NA Grade: Business: Retail Banking Department: Axis Virtual Centre Sub-Department: Location: Gurgaon, Pune, Mumbai, Bangalore, Chennai About Axis Virtual Centre Axis Virtual Centre engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships. RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships. Key Responsibilities Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships. Use financial acumen and investment expertise to review client personal data , align clients need through superior service thereby helping the clients reach short term and log term inv goals Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank. Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation , 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. Qualifications Post graduate from a recognized institute 5- 8 years in a relevant role/ BFSI sector AMFI , IRDA PMS certified Role Proficiencies: Knowledge of industry, technology, marketing, and product trends Knowledge of regulatory guidelines and norms Good communication (both verbal and written) skill in both English and the local language Ability to manage complex client situations Ability to manage risk and uncertainty for self within a dynamic priority-setting environment Ability to handle pressure and meet deadlines

Post : Business Development Manager (BDM) • Recruit Team • Generate business through the team • Lead the team of advisors • Motivate them to achieve targets • Provide training and guidance to them • On Role Job with Company payroll Required Candidate profile • Graduation Must • Must have 1 year of exp. in Sales / Banking / Finance / Insurance / Loan / CASA Sales • Good Communication skills • To clear any confusion direct contact on : 90819 37721 HR Riya Perks and benefits Incentive + PF + Mobile with Several

Max Life Insurance Company Limited is looking for Relationship Associate to join our dynamic team and embark on a rewarding career journey A 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

Requin Group is looking for Financial Analyst to join our dynamic team and embark on a rewarding career journeyResponsible for analyzing financial data, interpreting trends, and preparing reports to provide insights to management.Developing financial models to forecast future financial performance, analyze investment opportunities, and provide insights into potential risks and opportunities.Collaborate with other teams to create and manage budgets, track spending, and ensure that all spending is within the allocated budget.Providing advice to management on financial matters, including investment strategies, risk management, and cash flow management.Responsible for conducting research on industry and market trends to understand how they may impact the organization's financial performance.Analyzing and reviewing financial statements to ensure that they are accurate, complete, and in compliance with legal and regulatory requirements.Maintaining financial databases and update them regularly to ensure that all financial information is accurate and up-to-date.Supporting financial audits by providing financial data and ensuring that all financial information is accurate and complete.Identifying and mitigating financial risks and work to mitigate them to ensure the organization's financial stability and success.Excellent analytical and problem-solving skills, with the ability to analyze financial data and provide recommendations for improvement.Strong communication and interpersonal skills.

HS groups is looking for Junior Accountant to join our dynamic team and embark on a rewarding career journey Complying with all company, local, state, and federal accounting and financial regulations. Compiling, analyzing, and reporting financial data. Creating periodic reports, such as balance sheets, profit & loss statements, etc. Presenting data to managers, investors, and other entities. Maintaining accurate financial records. Performing audits and resolving discrepancies. Computing taxes. Keeping informed about current legislation relating to finance and accounting. Assisting management in the decision-making process by preparing budgets and financial forecasts.