3983 Investment Jobs - Page 38

Arcesium seeks an experienced Solutions Architect to join our Forward Deployed team in Client and Partner Development, as a Forward Deployed Solution Architect. The ideal candidate will have a strong understanding of alternative asset management, especially a strong understanding of post trade investment lifecycle operations. In this role you will leverage your technical expertise, business acumen and client presence and apply the insights you have gained through experience to elevate Arcesium s brand with alternate asset managers. You will also be responsible for understanding their challenges, designing, and demonstrating solutions using Arcesium s capabilities. Responsibilities Partner wi...

As a Fundraising Consultant at Blackbull Chamber of Investment, located in Gurugram, you will be responsible for designing and implementing fundraising meetings, engaging with investors, conducting prospect research, and managing planned and annual giving programs. Your role will involve cultivating relationships with High Net Worth Individuals (HNI) and corporate investors, as well as developing strategies to meet fundraising goals. You will be the key person responsible for fundraising and developing business capital from start to end. Key Responsibilities: - Design and implement fundraising meetings - Engage with investors - Conduct prospect research - Manage planned and annual giving pro...

As a Virtual Relationship Manager (VRM) at Aditya Birla, you will play a crucial role in the BFSI sector. Your responsibilities will include: - Building and maintaining strong relationships with clients - Providing expert advice on investment and insurance products - Understanding clients" financial goals and recommending suitable solutions - Achieving sales targets and contributing to the overall growth of the business To excel in this role, you are required to have the following qualifications: - Minimum of 1-3 years of experience in the BFSI sector - Strong communication skills to interact effectively with clients - Deep knowledge of investment and insurance products - Educational qualifi...

Role & responsibilities Acquire new customers from the market. Collection of prospective customer information and arrange Home Loan events in potential areas. Ensuring the data security. Exploring favourable cross selling opportunities with HL customers. Managing & Coordinating with Principals (SHFL & HDFC Home) Handling investment portfolios and products Exposure to investment market Preferred candidate profile Experience: 0-2 year prior working experience in Home Loan. Educational Requirements: 10+2/ Diploma/ Graduate Skills Required: Good Communication skills Have interest in sales. Age: 18-25

Identify and approach potential customers through field work Pitch products/services and handle objections Meet or exceed sales targets Maintain client relationships and follow up on leads Report sales activity and market feedback Required Candidate profile Graduation is mandatory Required local candidate 1+ year of experience in any sales or marketing Willing to do field work

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just right for you. Job Purpose DBS India Consumer Banking Group including digibank (Retail Banking) and Treasures (Wealth Segment) serves over 2.6 million customers worldwide with a complete rang...

Requisition Id 1648889 The opportunity Analyst-National-Forensics-ASU - Forensics - Investigations Compliance - Mumbai Your key responsibilities Maintaining all the records in system excel depending upon the task. Validation of information documents. Ascertain verification from sources as per client guidelines. Follow up through call or emails with HR SPOC / Institute / Colleges / Universities for closing verifications or calling the candidates to collection information or documents. Coordinate with verification sources and update internal database. Closures of verification checks as per the defined time. Coordination with other operations department for closures (if required) Good written a...

Role Dimensions Understanding concepts of financial planning. Understanding various super, pension, investment and insurance related laws and terminologies. Preparation of high quality Statement of advice documents containing the recommendations of the advisor and the details of the client for presenting to the clients. Preparation of cash, super, pension and investment projections. Prepare various Super, insurance, pension and investment comparisons to assist the financial advisors. Collating client data and product information from providers. Documenting of all reports and correspondence. Preparing financial calculations and detailed cashflow projections for different scenarios. Identify a...

What you get to do in this role: The role of the Senior Customer Success Manager is to act as an advocate for our customers. You will oversee a portfolio of customers to help them achieve business outcomes and foster greater adoption and usage of the ServiceNow products they have purchased through prescriptive guidance. You will bring ServiceNows best practices, innovations, and capabilities to help customers achieve their goals. You will oversee the engagement and outcomes for customers in your portfolio Ensure customers are technically healthy and on the most recent version of our product Leverage existing Success Plays to assist customers, but also assist new Success Plays Work with custo...

When you join Accurate Background, you re an integral part of making every hire the start of a success story. Your contributions will help us fulfill our mission of advancing the background screening experience through visibility and insights, empowering our clients to make smarter, unbiased decisions. We re looking for a Senior / Lead UX/UI Designer to bring human-centered design into the core of how we build products. This role is a mix of hand-on and strategic. You ll design end-to-end experiences, conduct user research, and help define and maintain UX standards across the organization. You ll also manage and mentor a junior designer while partnering closely with product and engineering l...

What are the Key Competencies required Strong analytical and problem-solving abilities with high attention to detail. Effective people management and team-building skills. Strong communication and stakeholder management capabilities. Ability to lead projects with a balance of technical depth and strategic oversight. Proactive mindset with ability to operate in a fast-paced, evolving regulatory environment. Key Responsibilities: Lead preparation and review of financial statements under Ind AS and IFRS for mutual funds Ensure compliance with SEBI, Income Tax Act, GST and other applicable regulations Oversight of NAV computation, regulatory/ internal reportings and valuation of securities Overs...

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relatio...

Reference 25000I6T Responsibilities Set-up of Fixed income securities & Derivatives using Bloomberg interface for Bonds & TKRS interface for Equities & Units, Pricing bonds, Equities and Derivative products, Updating missing prices / Justifying the price with evidences, Promote a positive attitude towards internal policies, procedures and controls, Ensure all the check-lists and checkpoints have been recorded for the team on the same day, Good knowledge in Corporate Action events & process in Static data, Ensure all the task have been completed for process you are assigned with, Ensure daily deadlines are met in a multi-batch environment Support and answer all queries from Fund Administrator...

Trivio Pharmacy is looking for 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.

Gravitye Steel Structures is looking for Finance to join our dynamic team and embark on a rewarding career journey A finance executive is responsible for overseeing an organization's financial planning, reporting, and analysis Key responsibilities include:1 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 stakehol...

This is an Internal document Job Title: Relationship Officer - 811 Digital Sales Grade: M1 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 b...

This is an Internal document Job Title: Relationship Officer - 811 Digital Sales Grade: M1 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 b...

This is an Internal document Job Title: Relationship Officer - 811 Digital Sales Grade: M1 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 b...

Handling personalized service requests of customers. Generation of timely business MIS. Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. Coordination with CPC/RPC/Investment desks for account opening of customers. Managing complaints of customers and ensuring their resolution within TAT. JOB REQUIREMENT: Developing and maintaining banking relationships with a select group of high net worth customers Excellent communication skills with customer service orientation Courteous and polite. Good knowledge of Microsoft excels. Understanding of banking norms and processes. Same Posting Description for Internal and External Candidates

Position Overview We are seeking a dynamic and experienced Team Manager to join our esteemed organization in Delhi . This is an exciting opportunity for a professional with a strong background in the financial services sector, particularly in areas such as securities, equity, and investment. The ideal candidate will possess a proven track record in managing teams and driving sales, especially in high-net-worth individual (HNI) markets. With an annual salary of 12,00,000 , this full-time position offers a chance to lead a team of talented professionals and make a significant impact in our organization. Key Responsibilities Lead and manage a team of financial advisors and sales professionals t...

Shift: 7 .30 am to 4.30pm Role Dimensions Understanding concepts of financial planning. Understanding various super, pension, investment and insurance related laws and terminologies. Preparation of high quality Statement of advice documents containing the recommendations of the advisor and the details of the client for presenting to the clients. Preparation of cash, super, pension and investment projections. Prepare various Super, insurance, pension and investment comparisons to assist the financial advisors. Collating client data and product information from providers. Documenting of all reports and correspondence. Preparing financial calculations and detailed cashflow projections for diffe...

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 pr...

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

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

Job Summary Meet the business objectives initiated by the respective country Business Clients business Customer focused need-based selling Deepen customer relationship and maximize penetration Business Drivers Achieve personal sales target Segment focus, customer focussed needs-based selling Being a Business Clients Acquisition Executive, focus has to be on acquiring new HVS customer relationship and fulfilling needs with respect to Assets, Liabilites, Insurance and Investment for such customers as mandated by the Bank. It will also involving deepening these relationships by cross-selling various product Customer Experience Operational quality - Error free customer application & documentatio...