1848 Investment Jobs - Page 36

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Mutual Fund

No Job Purpose Responsible for managing CA value-growth Generating fee income from Trade Forex, Retail Banking & Business Banking relationships Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker) Acquiring the high-value CASA relationships from within the group Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products Superlative client servicing standards & rigor in managing the relationship Thorough understanding of transactional and commercial banking products Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development Seek references from existing clients to generate prospect list for New to Bank acquisition To provide a differential customer experience that supports our YFB value proposition & also ensure maintenance of minimum YFB threshold and retention of business customer To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues Should be a team player and be able to work in cross-functional environment Note: Non banking Exp candidates please do not apply

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Frazer Town, Halasuru, V V Puram, Church Street, Wilson Garden, Infantry Road & Cambridge Road - Ulsoor) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Key Responsibility Areas : Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 5/1 , Ground Floor, Prestige Terraces, Union Street Infantry Road,, Bengaluru 560001 (Branch Code - 1268) Date: 26th Jun25 (Thursday) Time – 10:00 AM to 12:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@yahoo.com

About Our Client The client is a Indian NBFC company with multiple offices.(one of the top names in the market) Job Description The responsibilities of the role are as follows: Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products Acquisition of new clients. Explaining various products and services to prospective clients Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services Reviewing clients' current investment portfolios and recommending changes to meet their needs Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities Providing financial advice and services to clients in order to meet their short-term and long-term financial goals The candidate should have the following: 5-15 years of experience within private banking or wealth management At least a bachelor's degree in economics/accounting/finance/business management from a well know university A good understanding of investment products and asset classes A good network of clients across UHNWI/HNWI, family offices and/or institutions Strong communication skills

Transport is at the core of modern society. Imagine using your expertise to shape sustainable transport and infrastructure solutions for the future? If you seek to make a difference on a global scale, working with next-gen technologies and the sharpest collaborative teams, then we could be a perfect match. What you will do At (ENTITY) you will contribute to the transformation of our company, the transport industry and society at large. You will: List here the main mission and responsibilities. Describe the context of the role in one sentence. Give the candidates a broad understanding of what they would do and deliver. No need to be exhaustive, focus on what s new, different, or exciting about this role and describe it with strong action verbs (e.g. leading, overseeing, developing, creating). Give a taste of the projects they ll be working on and who they ll collaborate with. Your future team Describe your team in a sentence or two: number of members, roles, backgrounds, team culture in other words, your team selling points. As an option, you can include here a photo or a video of your team welcoming candidates or describing what they like best working here. You can do that with your own phone, as a team building exercise. It will guarantee you great attention! Who are you? Do you dream big? We do too, and we are excited to grow together. In this role, you will bring: List here the job requirements in terms of skills, knowledge, and experience but also mindset and motivation. Separate between essential requirements (4 to 6 maximum) which would disqualify any candidate, and nice to have characteristics. Ask yourself if your expectations are inclusive of all possible candidates in terms of gender, nationality, personality etc. What s in it for you? We offer a solid package of compensation and benefits, plus you will enjoy: This bullet-pointed section should answer the following questions. You may ask team members what they enjoy. Describe how you care for people and value their wellbeing. Talk about the atmosphere in the team together with the flexible arrangements and work life balance you offer. Highlight the opportunities to develop, build a career and work globally or cross-functionally. Relate to location, physical work environment and services on site when they are selling points. Ready for the next move? Select one of these calls to action or mix them or phrase your personal invitation: If you are curious to explore how we put our words into actions, follow us on LinkedIn and volvogroup.com. If you want to make a real impact in your career, the transportation business is where you want to be. We look forward to meeting you. Are you excited to bring your skills and disruptive ideas to the table? We can t wait to hear from you. Apply today! Come join us for a cup of coffee or a call. We ll discuss how we can help each other on our journey together. Here are our contact details / Send us a text message on XXX / Connect with me on LinkedIn. We value your data privacy and therefore do not accept applications via mail. Who we are and what we believe in We are committed to shaping the future landscape of efficient, safe, and sustainable transport solutions. Fulfilling our mission creates countless career opportunities for talents across the group s leading brands and entities. Applying to this job offers you the opportunity to join Volvo Group . Every day, you will be working with some of the sharpest and most creative brains in our field to be able to leave our society in better shape for the next generation. We are passionate about what we do, and we thrive on teamwork. We are almost 100,000 people united around the world by a culture of care, inclusiveness, and empowerment. At Volvo Financial Services , we are working together to shape the world we want to live in. As the captive finance arm of the Volvo Group, VFS provides financial services and solutions that meet the needs of our customers evolving business. Through our dedication to innovation, we support society in its adoption of sustainable transport and equipment solutions. VFS is headquartered in Gothenburg, Sweden, and serves Volvo Group customers and dealers in more than 50 markets. What s in it for you? We offer a solid and competitive package of compensation and benefits, plus you will enjoy a diverse working environment with a culture of care and inclusion. As an investment, we support your personal development and growth to achieve your career aspirations. Volvo Financial Services is an on-site business and we understand that you might need occasional or temporary flexibility, which your leader is equipped to manage and fits well to our culture, as being together enables us to build upon our innovative and collaborative culture, as well as develop you for continued success.

NTT DATA is looking for Financial Analysis Analyst to join our dynamic team and embark on a rewarding career journey Responsible 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

Transport is at the core of modern society. Imagine using your expertise to shape sustainable transport and infrastructure solutions for the future? If you seek to make a difference on a global scale, working with next-gen technologies and the sharpest collaborative teams, then we could be a perfect match. What you will do At (ENTITY) you will contribute to the transformation of our company, the transport industry and society at large. You will: List here the main mission and responsibilities. Describe the context of the role in one sentence. Give the candidates a broad understanding of what they would do and deliver. No need to be exhaustive, focus on what s new, different, or exciting about this role and describe it with strong action verbs (e.g. leading, overseeing, developing, creating). Give a taste of the projects they ll be working on and who they ll collaborate with. Your future team Describe your team in a sentence or two: number of members, roles, backgrounds, team culture in other words, your team selling points. As an option, you can include here a photo or a video of your team welcoming candidates or describing what they like best working here. You can do that with your own phone, as a team building exercise. It will guarantee you great attention! Who are you? Do you dream big? We do too, and we are excited to grow together. In this role, you will bring: List here the job requirements in terms of skills, knowledge, and experience but also mindset and motivation. Separate between essential requirements (4 to 6 maximum) which would disqualify any candidate, and nice to have characteristics. Ask yourself if your expectations are inclusive of all possible candidates in terms of gender, nationality, personality etc. What s in it for you? We offer a solid package of compensation and benefits, plus you will enjoy: This bullet-pointed section should answer the following questions. You may ask team members what they enjoy. Describe how you care for people and value their wellbeing. Talk about the atmosphere in the team together with the flexible arrangements and work life balance you offer. Highlight the opportunities to develop, build a career and work globally or cross-functionally. Relate to location, physical work environment and services on site when they are selling points.

Description 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 About EssenceMediacom: A Leading WPP Media Brand EssenceMediacom is a new breed of media agency. Grounded in analytics & insights and powered by data & technology, we believe in the power of media and creative to drive breakthroughs for the world s best brands. We help clients understand the modern marketing paradox and discover the breakthroughs brands need to win with their consumers. We are designed for the new communications economy built on data & technology, built for people & algorithms, built around diverse schools of thought, built to test & learn at scale, and, crucially, built to evolve. Role Summary and Impact Responsible for client serving and end to end campaign planning & management and driving strategic brand conversations Reporting of the role Reports to the Director on the business. 3 best things about the job: Gain full-funnel agency exposure in a horizontally integrated structure, offering holistic experience. Gain category insights in the 2-wheeler segment. Grow your network and build planning skills across platforms within an agency committed to nurturing talent. Measures of success In three months, you would have: Earned client confidence through flawless implementation and being approachable Established strong internal relationships within functions for efficient navigation. In six months, you would have: Demonstrated hands-on knowledge and the ability to converse across platforms In 12 months, you would have: Independently lead and deliver campaign KPIs Responsibilities of the role: Ensure meticulous attention to detail and accuracy in all submissions. Be proficient with all industry and agency proprietary tools Oversee all aspects of client media campaigns across brands and media channels. Supervise and design media plans using relevant tools. Proactively offer client inputs and directions, ensuring responsiveness to client needs Extract insights through data mining & competitive analysis Initiate and drive quality analysis and cross-category case studies. Seamless execution, and reconciliations of all campaigns Anchor the conversations & build strong relations across SBUs Skills and Experience Minimum 5 years of experience , with last 1 year in a similar role. Possess inquisitiveness and a positive team player attitude. Demonstrate excellent communication, presentation and interpersonal skills Understand 360-degree mediums (offline & online) and their roles on client businesses, including media buying, planning, brand investments, and tool utilization. Ability to calmly multitask and take guidance in hours of need. Life at WPP Media & Benefits Our passion for shaping the next era of media includes investing in our employees to help them do their best work, and we re just as committed to employee growth as we are to responsible media investment. WPP Media employees can tap into the global WPP Media & WPP networks to pursue their passions, grow their networks, and learn at the cutting edge of marketing and advertising. We have a variety of employee resource groups and host frequent in-office events showcasing team wins, sharing thought leadership, and celebrating holidays and milestone events. Our benefits include competitive medical, group retirement plans, vision, and dental insurance, significant paid time off, preferential partner discounts, and employee mental health awareness days. WPP Media is an equal opportunity employer and considers applicants for all positions without discrimination or regard to particular characteristics. We are committed to fostering a culture of respect in which everyone feels they belong and has the same opportunities to progress in their careers. We believe the best work happens when were together, fostering creativity, collaboration, and connection. Thats why we ve adopted a hybrid approach, with teams in the office around four days a week. If you require accommodations or flexibility, please discuss this with the hiring team during the interview process. Please read our Privacy Notice ( https: / / www.wppmedia.com / pages / privacy-policy) for more information on how we process the information you provide. While we appreciate all applications received, only those candidates selected for an interview will be contacted.

Description 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 About EssenceMediacom: A Leading WPP Media Brand EssenceMediacom is a new breed of media agency. Grounded in analytics & insights and powered by data & technology, we believe in the power of media and creative to drive breakthroughs for the world s best brands. We help clients understand the modern marketing paradox and discover the breakthroughs brands need to win with their consumers. We are designed for the new communications economy built on data & technology, built for people & algorithms, built around diverse schools of thought, built to test & learn at scale, and, crucially, built to evolve. Role Summary and Impact Responsible for planning , coordination and competitive insights Reporting of the role Reports to the Director on the business. 3 best things about the job: Work with a dynamic team and an opportunity to learn across platforms Gain planning & operational skills across platforms Grow by and learning skills & tools across platforms within an agency committed to nurturing talent. Measures of success In three months, you would have: Earned Manager s confidence by being on top of competition & flawless implementation of campaigns In six months, you would have: Build strong internal network within team and various functions critical for smooth execution In 12 months, you would have: Independently build and present plans Responsibilities of the role: Extract insights through data mining & competitive analysis Effectively communicate with internal and external audiences Ensure meticulous attention to detail and accuracy in all submissions. Seamless execution, and reconciliations of all campaigns Skills and Experience Minimum 3 years of experience , with last 1 year in a similar role. Possess inquisitiveness and a positive team player attitude. Strong media basics and TV planning skills Willingness to learn all medium and aspects of planning and buying Good and clear communication and presentability Enthusiasm about media and marketing Life at WPP Media & Benefits Our passion for shaping the next era of media includes investing in our employees to help them do their best work, and we re just as committed to employee growth as we are to responsible media investment. WPP Media employees can tap into the global WPP Media & WPP networks to pursue their passions, grow their networks, and learn at the cutting edge of marketing and advertising. We have a variety of employee resource groups and host frequent in-office events showcasing team wins, sharing thought leadership, and celebrating holidays and milestone events. Our benefits include competitive medical, group retirement plans, vision, and dental insurance, significant paid time off, preferential partner discounts, and employee mental health awareness days. WPP Media is an equal opportunity employer and considers applicants for all positions without discrimination or regard to particular characteristics. We are committed to fostering a culture of respect in which everyone feels they belong and has the same opportunities to progress in their careers. We believe the best work happens when were together, fostering creativity, collaboration, and connection. Thats why we ve adopted a hybrid approach, with teams in the office around four days a week. If you require accommodations or flexibility, please discuss this with the hiring team during the interview process. Please read our Privacy Notice ( https: / / www.wppmedia.com / pages / privacy-policy) for more information on how we process the information you provide. While we appreciate all applications received, only those candidates selected for an interview will be contacted.

THINKPALM TECHNOLOGIES PVT. LTD. is looking for Financial Analyst to join our dynamic team and embark on a rewarding career journey Responsible 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

Company: Mercer Description: Mercer is seeking candidates for the following position based in the Pune office. This is a hybrid role that has a requirement of working at least three days a week in the office. Specialist - Grade C1 - Insurance Operations What can you expect? The purpose of this position is to support our business in Group Insurance Administration. The role will be responsible for enrollment process, liaison with member, client, Consultant & insurer for Medical/Dental/Life/LTD etc. insurance for the employees of our clients based in Singapore/Hong Kong. The role also demands to cater Billing needs of our clients along with Enquiries pertaining to Policy Administration and Billing. We will count on you for: Manage Insurance & Vendor billing Billing & reconciliation of insurance premium bills sent by various insurance providers for both medical and life products. The portfolio also includes sharing employee data changes with insurance providers for upkeep of insurance coverages, generating underwriting letters etc. Connect with controllership, finance teams to reconcile YOY variance, Bill checking, Revenue analysis, UAFs Understanding for WebCas billing system Understand of documents such as EL, SOW etc. Involves in client code setup etc. Employee changes update to insurers in a timely manner Underwriting letters based on insurer assessment. Email query handling Maintaining client level data, query logs etc. Manages, prioritizes and ensures that workload within own portfolio meets deadlines and targets to assist the team in achieving its business objectives. Ability to prioritize and manage multiple deadlines simultaneously. What you need to have: Knowledge & Skills: Graduate in any stream 3-6 Years of experience preferably in Insurance Operations Proficient in Microsoft Excel, Word Strong analytical skills Good with numbers and data analysis Good technical skills i.e. Excel, Power point Process oriented mind frame with a focus on efficiency and accuracy Excellent planning and organizational skills with the ability to manage and prioritize multiple tasks Proven ability to successfully manage projects of varying complexity Demonstrate a positive and participative style, sets and expects high standards of service and delivery and leads by example while being a self-starter Initiative and enthusiasm Team player with good verbal and written communication skills Ability to build, foster and strengthen close partnerships with colleagues across teams and locations What makes you stand out? Adaptable communicator, facilitator, influencer and problem solver High attention to detail Good relationship skills, Proven ability to work on own initiative as well as in a team Ability to multi-task and prioritize time effectively Why join our team? We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person

Prudent Corporate Advisory Services Ltd is urgently hiring for the post of Relationship Manager- Mutual Fund. Locations : Maharashtra- Solapur, Sangli, Satara, Jalgaon, Aurangabad, Amravati Rajasthan- Udaipur, Kota, Bikaner, Ajmer Job Description: Ability To create quality network & exposure in local market. Acquisition and managing of new as well as existing financial advisors / distributors from market. Should be AMFI Passed/or need to pass during 6 months after joining. Ability to build good relationship with advisors. Ability to lead the team of advisors Ability to train and develop advisors for business. Should have zeal to learn and then guide other advisors for different financial products. Should be interested in seeing themselves as team (Advisor) managing profile from day 1. Skills: Minimum Graduation Required Good Communication Skill NISM Distributors Certification Examination passed /or need to pass during 6 months after joining Interested candidates can share their updated resume on career@prudentcorporate.com

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and objectives. Provide expert advice on investment opportunities, financial planning, tax implications, and estate planning. Portfolio Management: Design and manage investment portfolios based on clients' risk profiles and financial objectives. Monitor market trends and economic developments to make informed investment recommendations. Relationship Building: Cultivate and maintain strong relationships with HNI/UHNI clients through regular communication and client meetings. Address client inquiries, concerns, and requests in a timely and efficient manner. Cross-Selling and Upselling: Identify opportunities for cross-selling additional financial products and services to meet the diverse needs of HNI/UHNI clients. Compliance and Risk Management: Ensure compliance with regulatory requirements and internal policies. Mitigate risks associated with client portfolios and financial transactions. Market Research: Stay updated on global economic trends, financial markets, and investment products to provide up-to-date advice. Reporting and Documentation: Prepare and maintain accurate records of client interactions, transactions, and portfolio performance. Generate regular reports for clients on their investment portfolios.

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and objectives. Provide expert advice on investment opportunities, financial planning, tax implications, and estate planning. Portfolio Management: Design and manage investment portfolios based on clients' risk profiles and financial objectives. Monitor market trends and economic developments to make informed investment recommendations. Relationship Building: Cultivate and maintain strong relationships with HNI/UHNI clients through regular communication and client meetings. Address client inquiries, concerns, and requests in a timely and efficient manner. Cross-Selling and Upselling: Identify opportunities for cross-selling additional financial products and services to meet the diverse needs of HNI/UHNI clients. Compliance and Risk Management: Ensure compliance with regulatory requirements and internal policies. Mitigate risks associated with client portfolios and financial transactions. Market Research: Stay updated on global economic trends, financial markets, and investment products to provide up-to-date advice. Reporting and Documentation: Prepare and maintain accurate records of client interactions, transactions, and portfolio performance. Generate regular reports for clients on their investment portfolios.

BFSI Intern: The candidate should possess a thorough knowledge of the BFSI sector's dynamics, fundamentals, and evolution over time. This includes understanding the regulatory framework, market trends, and key players in the industry. The candidate should have experience in writing research reports on the Banking and NBFC sector, with a strong ability to analyze data, identify trends, and draw meaningful conclusions. Understanding of different asset classes in Banking and NBFC space Should be able to work on new areas in BFSI space to create new reports with independent research The candidate should be able to work on tight timelines and deliver high-quality reports within deadlines. The candidate should be able to build and maintain relationships with investment banks, research firms, and other industry stakeholders to gather information, validate findings, and stay updated on industry developments.

Job Description: We, at Jet2 (UK’s third largest airlines and the largest tour operator), have set up a state-of-the-art Technology and Innovation Centre in Pune, India. The Data Visualisation Developer will join our growing Data Visualisation team with delivering impactful data visualisation projects (using Tableau). The team currently works with a range of departments including Pricing & Revenue, Overseas Operations and Contact Centre. This new role provides a fantastic opportunity to influence key business decisions through data visualisation. You will work closely with the Jet2 Travel Technology visualisation team, whilst working alongside Data Engineers, Data Scientists and Business Analysts to help business users get the most insight out of their data. You will also support our growing internal community of Tableau users through engagement activities and support inbox queries, that develop their visualisation knowledge and data fluency. Roles and Responsibilities What you’ll be doing: The successful candidate will work independently on data visualisation projects with guidance from the Jet2TT Data Visualisation Team Lead, the incumbent is expected to operate out of Pune location and collaborate with various stakeholders in Pune, Leeds, and Sheffield. Create impactful data visualisations and dashboards using Tableau Desktop / Cloud. Working with Business Analysts and Product Owners to understand requirements. Presenting visualisations to stakeholders. Teaching colleagues about new Tableau features and visualisation best practices Governance and monitoring of users and content on Tableau Cloud, including permissions management. Management of Tableau Support inbox via Outlook. What you’ll have Extensive experience in the use of Tableau, preferably evidenced by a strong Tableau Public portfolio. Comfortable presenting data visualisations and dashboards. Strong communication skills – Written & Verbal Knowledge of data visualisation best practices. SQL experience is desirable, but not essential. Working with cloud-based data technologies (e.g. Snowflake, Google BigQuery or similar) is desirable, but not essential. Experience of working in Agile Scrum framework to deliver high quality solutions. Experience of working with people from different geographies particularly UK & US

Work closely with the Fundraising Head in the entire fundraising process to close transactions for the Group Oversee research and analysis on areas affecting the organization and real-estate industry including but not limited to Competitors, Financial Parameters, etc. Analyze company, build business models, assess capital requirements, perform deal structuring and create any collateral required for transactions Initiate/Assist deal origination; build, refine and update financial models; prepare Pitch books/Information Memorandums for the potential investors, resolve investor queries, provide appropriate financial data/analysis Valuation analysis using appropriate models such as Discounted Cash Flow (DCF), Comparable Companies and Comparable Transactions (Comps), M&A models, and/or LBO models, etc. to assess the feasibility of various transaction and financing structures Facilitate commercial/legal/financial due diligence and deal closure Keep a track of all the regulatory/compliance requirements involved in or affecting the transaction

• Detail and accuracy in all manual processes and reporting • Project Management skills, for timely completion of tasks. • Organizational skills to manage the artifacts that feed into the workflow. • Customer service skills, to schedule and follow-up data owner’s participation. • General technical understanding of the interrelationships and security requirements of the various components under review. Total experience: 6-8 Years. Ability to work evening/night shifts. Investment fundamental knowledge preferred (Stocks, Bonds, Mutual Funds, Equity). Shows flexibility to adapt to the changing needs of the business. Occasional extended work hours/weekends to meet deadlines. Participation in training sessions, presentations and meetings. Good communication Skills. Location: This position can be based in any of the following locations: Chennai, Gurgaon For internal use only: R000107084

The Process Lead is accountable for operational performance, including meeting and exceeding contractual performance standards for the respective services Skills: •High Analytical skills •Investment operations exposure is mandate (Stock, Bond, Mutual Funds). • Strong project management orientation. • Ability to extract information with apt precision and shorter timelines and communicate to others. • Ability to navigate, research, and utilize processing guidelines...And add value as needed. • Strong problem-solving and decision-making skills through effective calibration of inputs. • Strong Numerical abilityneeds to be a role model for peers. • Ability to innovate with new ideas for continuous process improvement. • Ability to work in a team-oriented, collaborative environmentproactive help offering as needed. • Strong customer service orientation, with close watch on set procedures. • Quick learner with attention to detail. • Comfortable with Night shifts . Knowledge: • Advance knowledge in MS Excel / any other tools used in the process required • Enhanced knowledge on SOPs & procedures for aligned process. • Possess significant investment domain expertise to align with our processes. • Ability to develop dashboard & measures to proactively manage multi- client level impacts and shares with the appropriate audience as per expected schedules Location: This position can be based in any of the following locations: Chennai, Gurgaon For internal use only: R000107078

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and objectives. Provide expert advice on investment opportunities, financial planning, tax implications, and estate planning. Portfolio Management: Design and manage investment portfolios based on clients' risk profiles and financial objectives. Monitor market trends and economic developments to make informed investment recommendations. Relationship Building: Cultivate and maintain strong relationships with HNI/UHNI clients through regular communication and client meetings. Address client inquiries, concerns, and requests in a timely and efficient manner. Cross-Selling and Upselling: Identify opportunities for cross-selling additional financial products and services to meet the diverse needs of HNI/UHNI clients. Compliance and Risk Management: Ensure compliance with regulatory requirements and internal policies. Mitigate risks associated with client portfolios and financial transactions. Market Research: Stay updated on global economic trends, financial markets, and investment products to provide up-to-date advice. Reporting and Documentation: Prepare and maintain accurate records of client interactions, transactions, and portfolio performance. Generate regular reports for clients on their investment portfolios.

Demonstrate basic email etiquette. Attend and complete all assigned trainings. Attend and participate in relevant internal and external calls. Process and index all pertinent emails accurately and efficiently. Show ownership and ability to prioritize tasks, work on multiple assignments, and ensure assigned tasks are completed in a timely fashion. Ensure company policies and procedures are followed and compliant with applicable governance. Assist the department in mitigating the risks for errors. Assist in managing client s expectations and turnaround times by effectively communicating externally and internally. Review investor documentation such as, but not limited to, subscription agreements, transfer agreements, and redemption agreements, and provide comments for any missing information within the corresponding HUB Workflow. Maintain all investor documentation and Know Your Customer (KYC) documents on internal drives in an organized fashion. Create and maintain investors Customer Relationship Management (CRM) data in systems. Communicate to your management any escalations in a timely manner. Demonstrate the ability to assist in posting documents on CorPro or 3 rd party portals. Assist in training new hires. Participate and have the ability to provide relevant feedback in enhancements, testing, and projects. Assist in reviewing and provide feedback to colleagues workflows. Serve as a backup to team as needed. Have the ability to handle complex clients with many nuances independently. Able to process and complete workload with minimal assistance. Ability to coordinate with DTCC/AIP platform to successfully complete the following tasks: creation and submission of Security General Profile to establish fund profile on AI, creation and submission of positions and activity files, and identify rejections and perform follow up. Your Profile: 2 to 5 years of relevant work experience. Associate or Bachelor s degree is preferred. Exceptional written and verbal communication skills. Excellent organizational and time management skills. Ability to multitask and prioritize daily workload.

We are seeking an experienced Sustainability & Climate TPM to lead the execution of a comprehensive sustainability and climate strategy, ensuring alignment with the company s goals. This role will oversee the implementation of sustainability and climate initiatives across the business. Primary responsibilities include: Coordinating with relevant stakeholders to drive projects and ensure timely delivery with high quality Ensuring roadmaps and action plans are in place to mitigate risks and projects are run with a commercial and client centric approach Establishing structures and processes to follow up on the execution of roadmaps and action plans and report on status to senior management. Drive automation of reporting and jira updates. Finding effective solutions together with the business and shared services to meet client needs around regulation and investment decisions Staying up to date about future trends, market requirements, regulations, AI and best AI practices to drive efficiency, scale and innovation. Your skills and experience that will help you excel Domain knowledge of Sustainability & Climate Technical /Data background preferable Excellent Communication and Stakeholder management skills Ability to prirotize and manage risks What we offer you Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall we'llbeing. Flexible working arrangements, advanced technology, and collaborative workspaces. A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results. A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients. Global Orientation program to kickstart your journey, followe'd by access to our Learning@MSCI platform, LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development. Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles. We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women s Leadership Forum.

Intercontinental Hotels Group India Private Limited is looking for Finance Executive to join our dynamic team and embark on a rewarding career journey Developing and implementing financial strategies to support the organization's goals and objectives. Preparing and analyzing financial reports, budgets, and projections to provide insights and support decision-making. Overseeing financial operations and ensuring compliance with financial regulations and accounting standards. Monitoring financial performance and identifying areas for improvement. Communicating financial information to stakeholders, including executives, boards of directors, and investors. Developing and maintaining relationships with banks, financial institutions, and other stakeholders. Managing financial risks and ensuring effective risk management strategies are in place. Evaluating and recommending financial investments and new business opportunities. Leading finance teams and providing guidance and support to achieve departmental and organizational goals. Staying up-to-date with financial market trends, regulations, and best practices.

Role & responsibilities Preferred candidate profile