5001 Investment Jobs - Page 34

Wise Funds is looking for Wealth Relationship Manager to join our dynamic team and embark on a rewarding career journey Manage a portfolio of high net worth clients, including developing and implementing investment strategies that align with their financial goals and risk tolerance. Build and maintain strong relationships with clients, acting as their primary point of contact for all investment and financial planning needs. Develop new business by identifying and pursuing new clients, building referral networks, and attending industry events and conferences. Collaborate with other members of the wealth management team, including investment analysts, financial planners, and client service rep...

Company: Mercer Description: About the Role: We are seeking an Intern to assist in the review and management of domain assessments, support content organization, and help in designing assessments and reports as per client requirements. The role also involves working on updating question banks, classifying skills, and ensuring content quality for assessments used in recruitment, learning development, and training. Location: Gurgaon Experience: Undergraduate - any stream, preferably B.Tech., B.Com, BBA, MBA Minimum Qualifications: Undergraduate degree in any stream Key Responsibilities: Domain Assessment Design Content: Support in designing assessments as per client requirements in specific do...

Twin Health At Twin Health, we empower people to improve and prevent chronic metabolic diseases, like type 2 diabetes and obesity, with a new standard of care. Twin Health is the only company applying AI Digital Twin technology exclusively toward metabolic health. We start by building a dynamic model of each person s metabolism drawing on thousands of data points from CGMs, smartwatches, and meal logs that maps their personal path to better health. Guided by a dedicated clinical care team, our members have lowered their A1C below the diabetes range, achieved lasting weight loss, and reduced or even eliminated medications, all while living healthier, happier lives. Working here Our team at Tw...

We are looking for a Senior Portfolio Compliance Analyst to join the Investment Compliance (IC) team based in Mumbai. The candidate will play a key role on the Investment Compliance (IC) team in Mumbai. This person will be responsible for monitoring Franklin Templeton s mutual funds and separate client accounts to ensure that all investment restrictions are always followed. These restrictions may come from regulatory requirements, fund documents, client guidelines, company policies, or prudent risk management practices. To ensure compliance, the analyst will review portfolio data daily and screen trades before they are executed, using specialized compliance tools and Franklin Templeton s int...

The Premier Acquisition Manager - Business Banking is responsible for acquiring and managing high-value Current Account (CA) customers and driving business banking product penetration. The role involves sourcing new-to-bank customers, building family banking relationships, and generating revenue through cross-sell and third-party products. The candidate should have strong customer orientation, high energy levels, and prior experience in sourcing and managing business banking clients. Achieve business objectives for Retail Liabilities Sales at the branch level, focusing on value, volume, and channel productivity. Source and onboard high-value Current Account customers and their family banking...

About WPP Media WPP is the creative transformation company. We use the power of creativity to build better futures for our people, planet, clients and communities. For more information, visit wpp.com. WPP Media is WPP s global media collective. In a world where media is everywhere and in everything, we bring the best platform, people, and partners together to create limitless opportunities for growth. For more information, visit wppmedia.com At WPP Media, we believe in the power of our culture and our people. It s what elevates us to deliver exceptional experiences for both our clients and each other. In this role it will be critical to embrace WPP & WPP Media s shared core values: Be Extrao...

Job Role- Have good awareness of Corporates with entry point links in those corporates. Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking. Cross sells bank products to existing set of Corp Sal customers which are mapped. Handle Investment and Insurance requirements of clients Informs customers of new products or product enhancements to further expand the banking relationship. Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products. Goes beyond the professional need of the customer by providing other products - enhancement of customer value Maintains complete relation...

Company: Mercer Description: We are seeking a talented individual to join our International Sales team at Mercer Mettl. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office. Manager/ Assistant Manager - International Sales (EU/UK) We are seeking an Account Manager to join our European Sales Team. Account Manager will ensure product service delivery to existing customers and conduct both renewal and new business sales interactions with senior level within specific institutional accounts. We will count on you to: Build relationships with customers and prospects through demonstration of in-depth assessment knowledge...

About WPP Media WPP is the creative transformation company. We use the power of creativity to build better futures for our people, planet, clients and communities. For more information, visit wpp.com. WPP Media is WPP s global media collective. In a world where media is everywhere and in everything, we bring the best platform, people, and partners together to create limitless opportunities for growth. For more information, visit wppmedia.com At WPP Media, we believe in the power of our culture and our people. It s what elevates us to deliver exceptional experiences for both our clients and each other. In this role it will be critical to embrace WPP & WPP Media s shared core values: Be Extrao...

Business Developement JD Job Description - Business Development Executive Company: KNS Metro Properties Position: Business Development Executive - Plot Sales Department: Sales & Marketing Experience: 0-3 years (Freshers welcome) Employment Type: Full-time Role Overview: KNS Metro Properties is hiring energetic and motivated Business Development Executives to drive plot sales for our premium real estate projects. The role involves lead generation, client engagement, site visits, and sales conversions. While prior real estate sales experience is an advantage, freshers with strong communication skills and interest in sales are encouraged to apply. Key Responsibilities: Generate leads through ca...

This role is with one of our portfolio companies. Role Overview: We are seeking a dynamic and detail-oriented finance professional. The ideal candidate will have strong financial acumen, hands-on experience in FP&A, and the ability to work in cross-functional teams to drive strategic financial decisions. Key Responsibilities: - Conduct comprehensive financial analysis, including revenue forecasting, cost assessments, and profitability evaluations to support strategic decision-making. - Collaborate with cross-functional teams to create bottom-up budgets and annual operating plans, ensuring alignment with overall strategic goals. - Prepare and present Management Information Systems (MIS) repor...

Job Title: Sales Manager Company: Wardwizard Group Location: Vadodara, Gujarat Department: Digital Products / Business Development Experience: 3-6 Years (SaaS / Software / Investment Products Sales) Employment Type: Full-time Role Overview Wardwizard Group is seeking a highly driven Sales Manager with strong expertise in SaaS product sales, investment-related solutions, client closures, and customer communication. The ideal candidate must have hands-on experience in selling digital platforms and managing the full sales cyclefrom lead generation to final closure. The role also requires strong managerial abilities, team handling skills, and the capability to lead and guide sales teams toward a...

Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Brokerage company Job Title : Relationship Manager (BDRM) - Mutual funds Sales Staring 3 to 6 Months Leads company will provide - Flied Work. Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book(Mutual Funds). 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 Competenci...

Achieve sales targets and monitor team performance Coordinate with clients and handle inquiries Prepare sales reports and analyze market trends Train, guide, and support the sales team’s development Generate leads and follow up with prospects Required Candidate profile Graduation is mandatory 1+ Year of experience in sales and marketing in any field Required local candidate Willing to do field work Apply on: 8460377032 | Ayushi

Location: Chennai Industry: Wealth Management Experience Required: 4 to 8 years Team Size to Manage: 4 - 10 RMs Role Overview The Wealth Manager will lead a team of Relationship Managers and drive acquisition and servicing of HNI & UHNI clients. The role involves growing AUM, strengthening client relationships and guiding the team on financial planning and investment strategies. Key Responsibilities Manage and mentor a team of RMs to acquire and service HNI & UHNI clients Grow AUM through new client acquisition and deepening existing relationships Support the team in portfolio reviews and investment advisory Track the local Affluent and Super Affluent market for new business Keep the team up...

As a Financial Advisor at our company, your primary responsibility will be to stay in touch with investors over the phone and provide them with updates on the latest ongoing schemes, including Mutual Funds, Bonds, and other investment options. You will play a crucial role in helping investors make informed and wise investment decisions based on various factors. Business development and the acquisition of new investors will be key performance metrics for this role. Qualifications required for this position include being a minimum graduate from any stream. Freshers are welcome to apply for this role. The remuneration for this position will be as per company norms. Preferred candidates for this...

As a Partner - First Private at IDFC FIRST Bank, your role is crucial in acquiring High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients and fostering strong relationships with the bank. Your primary responsibility will be to sell investment, insurance, and other banking products to Private Banking clients to generate fee income. **Roles & Responsibilities:** - Nurture and manage end-to-end customer relationships, catering to all their banking needs through wealth solutions provided by IDFC FIRST Bank. - Provide a seamless banking experience focusing on both product offerings and interpersonal interactions. - Achieve organizational objectives of maintaining hig...

As a Private Banker - First Private at IDFC FIRST Bank, your role is crucial in acquiring HNI & UHNI clients and nurturing relationships with the bank. You will be responsible for selling Investment, Insurance, and other bank products to Private Banking clients to generate fee income. **Key Responsibilities:** - Nurture and manage end-to-end customer relationships by fulfilling all their banking needs through wealth solutions provided by IDFC FIRST Bank. - Provide a seamless banking experience from a product and interpersonal point of view. - Achieve organizational objectives of high customer satisfaction scores. - Acquire customers through natural market, open market activities, references ...

As an Associate - Investment Fund Analyst in the Client Propositions Support team at Fidelity International, you will play a crucial role in supporting the Investment Directing teams in generating baseline investment communication material for Fidelity funds. This includes market reviews, fund analysis/performance & strategy commentaries for client reports, and fund presentation updates aimed at assisting in asset gathering and retention. Your role is integral to the successful functioning of each product franchise. **Key Responsibilities:** - Produce market reviews and investment outlook pieces - Ability to deliver timely, accurate, and insightful communication on Fidelity funds from a cust...

Job Description: As a Partner - First Private at IDFC FIRST Bank in the Retail Liabilities department, your role is crucial in acquiring HNI & UHNI clients and fostering relationships with the bank. Your primary responsibility involves selling Investment & Insurance products as well as other bank products to Private Banking clients to generate fee income. Key Responsibilities: - Nurture and manage end-to-end customer relationships, catering to all their banking needs with wealth solutions provided by IDFC FIRST Bank. - Deliver a seamless banking experience, focusing on both product offerings and interpersonal interactions. - Strive to achieve high customer satisfaction scores in alignment wi...

As a Relationship Manager at IDFC FIRST Bank, you will be responsible for managing and growing a portfolio of high net worth clients in Mumbai, India. Your main duties will include developing relationships with clients, providing personalized financial advice, identifying cross-selling opportunities, ensuring timely execution of client transactions, staying updated on market trends, collaborating with internal teams, and meeting sales targets. Key Responsibilities: - Develop and maintain relationships with high net worth clients, understanding their financial needs and goals - Provide personalized financial advice and solutions to clients, including investment, insurance, and loan products -...

Scope of Responsibilities : Communicate with data providers to source appropriate data content and formats within required timelines. Evaluate completeness and accuracy of input data, working closely with internal teams and hedge fund managers. Reconcile input data with other data points, clear exceptions/rejects, and perform mapping/modeling of positions. Collaborate closely with team members across locations, particularly Mumbai. Report progress, metrics, and queue status to management. Maintain relationships with fund administrators and hedge funds. Support expansion of hedge fund coverage within the transparency business. Handle ad-hoc analytical or operational requests as required. Requ...

Company Description Goodwill Wealth Management Pvt Ltd is a renowned market leader in investment and trading services. Known for excellence and expertise, Goodwill has established itself as a trusted name for addressing diverse investment needs. The company is dedicated to providing innovative financial solutions to help clients achieve their financial goals and build wealth effectively. With a reputation for reliability and success, Goodwill is a preferred partner in the financial domain. Role Description This is a full-time on-site role for a Relationship Manager based in Hyderabad. The Relationship Manager will focus on managing and expanding client relationships by identifying their fina...

Hi, Hiring RM- Mutual Funds Sales (B2B) - Banca channel ON Role Minimum 1 Year Mutual Funds Sales Experience required. More Information Contac HR. Srinivas - 7386568139 Call / WhatsApp. your resume Key Responsibilities Sales Management Achieve sales targets through assigned banks branches. Product Advisory Suggest suitable mutual fund products to bank teams based on investor needs. Understand distributor portfolio trends and use a focused approach while selling. Regular Engagement Stay in touch through calls, meetings, mailers, and group sessions. Share marketing materials like factsheets, brochures, and product updates regularly. Service Support Provide quick and efficient service to partne...

Role - Manager / Sr. Manager Institutional Sales (Delhi/NCR) We are looking for an experienced Institutional Sales professional to drive acquisition and advisory for corporates, treasuries, PF/Trusts, insurance & large institutions. Key Responsibilities Acquire & grow institutional clients across debt, equity & hybrid mandates Deliver investment advisory: asset allocation, portfolio diagnostics, risk analysis & tailored strategies Present market outlooks, fund performance & investment recommendations to CXOs/treasury heads Manage long-term client relationships with proactive portfolio communication Track market trends, competitor strategies & support sales planning Collaborate with product, ...