3983 Investment Jobs - Page 39

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...

About Info Edge Info Edge’s mission is to create world-class platforms that transform lives by continuously innovating. Our products and services are built keeping our customers in mind. We always delight our customers by delivering superior value through enhanced offerings on the internet and other platforms. Through our continuous investment across various businesses, especially in cutting-edge technology, machine learning and artificial intelligence (AI), we have built a robust system that constantly increases our predictive powers on customer behaviour, and optimizes and improves our systems. Our various teams tirelessly work together to solve problems, innovate, and create something to ...

Mega Opening for Relationship Manager/ Sr. Relationship Manager @Thiruvanandapuram Kerala Location JOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager. CTC: Its not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Chennai Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 20+ Notice period: Most preferred for immediate joiner/ 15 days / 1 month. Note- Must have experience into Direct sales (insurance/mutual fund) ROLES AND RESPONSIBILITIES: Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop so...

Apollo Pipes Ltd is looking for Senior Executive - Profiles Sales (Doors and Windows) - Guwahati to join our dynamic team and embark on a rewarding career journey Strategic Planning: Participate in developing the organization's long-term strategic goals and objectives Identify opportunities for growth and improvement and develop strategies to achieve them Leadership and Management: Provide leadership and guidance to teams and departments within the organization Set goals, monitor performance, and ensure effective execution of plans Foster a positive work culture and motivate employees to achieve their best Decision Making: Make critical decisions that impact the organization's direction, res...

Liaison with Platform team and VES COE s for ensuring Program defined TCP are meeting the Targets L1 to L4 Timeplan preparation and monitoring. Ensure control of timeline revisions are updated and communicated to respective COE s Project Risk monitoring and escalation to GPH s/Delivery heads/Vertical Heads/President Gateway deliverables - Activities monitoring and closure, Critical path identification. Represent respective GPH s in NPQ meetings Software releases tracking in line with MPDS Gateway CMTCP monitoring Timeline and Performance Circulate Project MIS report to leadership team Maintain and publish project specific - single issue list and follow-up for closure Support for new Program ...

This position is for a member of the client facing fund services team catering to Global Hedge Fund, Private Equity & Debt Fund clients. The fund services team deals with complex fund structures along with multiple asset classes across jurisdictions with specialized accounting services. Responsibilities: Knowledge of private equity/ debt fund structures designs & hierarchies, Special purpose vehicles, standalone funds, master-feeder funds and the role of each entity in the fund structure Knowledge on the role of Investors classes, GP class, carry class, Affiliated / Non-affiliated classes. Recording investors commitments and knowledge on accounting of initial/subsequent/late closings. Proces...

As a Platform Engineer , you ll be a key architect and cultural steward, defining shared design principles, elevating development standards, and shaping how we scale You ll not only build technology but also help build an ecosystem for citizen developers across FE Product Strategy What You ll Do (Phased Roadmap) Phase 1: Tactical Foundations Lead citizen developer community to stabilize, refactor, and document existing solutions Build shared libraries and core connectors to eliminate duplication and improve maintainability Begin establishing platform-wide design principles and reusable scaffolding Lead forums and create workflows to surface promising tools, evaluate their impact, and help sc...

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 Bajaj Finserv Asset Management Ltd.

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 Bajaj Finserv Asset Management Ltd.

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 Bajaj Finserv Asset Management Ltd.

Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets Financial Acumen : In-depth understanding of banking products, services, and financial markets Ability to analyse financial statements and provide sound financial advice Problem-Solving AbilitiesStrong analytical and problem-solving skills to address needs and challenges Provide financial solutions to the Priority customers while maintaining high service standar...

Virtual Relationship Managers act as the single point of contact for customer s banking requirements are responsible for the cross selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank The Virtual RM is situated in the Axis Virtual Centre and is responsible for selling loan products and services to customers based on their needs through remote digital media viz phone call, email They are also responsible for ensuring extremely efficient servicing of requests to create a superior customer experience Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them Provide premi...

Oversee the daily operations of the Finance department Direct and coordinate hotel financial planning and budget management functions Monitor and analyze monthly operating results against budget Direct and coordinate debt financing and debt service payments with external agencies Prepare annual reports of actual revenues, transfers, and expenses Analyze financial outlooks and prepare financial forecasts Prepare financial analysis for contract negotiations and product investment decisions Ensure compliance with local, state, and federal budgetary reporting requirements Establish and implement short- and long-range departmental goals, objectives, policies and operating procedures Maintain an o...

Collaborate with multiple Line of Business (LOB) stakeholders for the opportunities/assessment and implementation of new initiatives. Foster partnerships across various functions to facilitate smooth product launches and business operations. Maintain strong relationships with regulatory bodies like IFSCA and SEZ authorities to ensure compliance and governance. Utilize regulatory networks to obtain necessary exceptions for significant transactions, contributing to future revenue growth. Implement governance frameworks in collaboration with internal teams to meet regulatory requirements. Drive strategic initiatives, aligning business and support functions (Finance, Tech, Ops, Legal, Compliance...

Providing legal support and advice to the Payments businesses across all APAC and EMEA jurisdictions on a wide range of client-related transactional matters including reviewing, negotiating, drafting and finalizing contracts with the Bank s borrowers, customers and partner banks; Liaising and coordinating with local, regional and global legal colleagues, and functional and business partners on legal issues including cross-border and cross-business activities and projects; Instructing and working with outside counsel; and Contributing to projects that improve operational processes to increase the efficiency and scalability of legal support. Required qualifications, capabilities, and skills Qu...

Manage a portfolio of construction loans for New Zealand Housing Projects under the Kiwi-Build program Responsible for monthly valuation of all assigned investments. Be prepared to take lead on aggressive loan restructure/workout activities consistent with Arena s approach that loan restructures are potential value-add opportunities. Extensive interface with Finance and Operations teams Prepare presentations that will include transaction structure, financial projections, and background information. The position will be based in NZ Will work with MD-AM/Head of APAC AM/US-based overseer 2-4 Years of experience in loan management, loan operations, Transaction Analysis. Understanding of construc...

Individual PBG Targets across TPP (40%). Ensure targets given at the absolute level are met,

ERM-wealth,casa,investment,bancassurance PRM-trade,premium current account Required Candidate profile ERM-Household-M3- 7-8 lpa ERM-Household-M4- 9-10 lpa PRM-Household-M3- 8-9.5 lpa PRM-Household-M4- 10-12 LPA RO 811 | CA | SA-M1-3.20 LPA

Hotel Utopian Luxe, Lucknow 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 Disclaimer: This job d...

G.D. Goenka International School Sonepat 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 Disclaime...

You are currently partnering with a top tier global consultancy in India for a role in Corporate Strategy, Investment, and Private Capital. Here is a summary of the job description: **Role Overview:** You are expected to bring your expertise as a Partner, Principal, or Senior Manager with at least 10 years of experience in a top-tier consultancy (e.g. MBB) or direct experience in supporting Private Equity investors and portfolio companies. Your responsibilities will include leading and delivering engagements to large and mid-cap PE firms in various topic areas such as Corporate Strategy, Commercial/Operational Due Diligence, Growth Strategy, Value Creation, Go To Market (GTM) Strategy, Rapid...

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

Role Overview A strategic finance leadership opportunity within a Family Office setup, focused on managing domestic and international accounting, taxation, and compliance. The role demands deep expertise in FEMA, RBI regulations, and cross-border structures, with exposure to UHNI environments or Big 4 consulting. Key Responsibilities Lead accounting, taxation, and compliance across domestic and offshore entities Ensure regulatory adherence (FEMA, RBI, Income Tax, International Taxation) Drive tax planning, audits, filings, and dispute resolution Consolidate financials across investments and structures Liaise with consultants, auditors, and legal advisors Advise on tax-efficient structures an...

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...

As a Private Banker - First Private in the Private Banking Group (Retail Liabilities) at IDFC FIRST Bank, your role is crucial in acquiring and managing relationships with High Net Worth Individuals (HNI) & Ultra High Net Worth Individuals (UHNI) clients. Your primary focus will be to sell Investment, Insurance, and other bank products to Private Banking clients to generate fee income. Key Responsibilities: - Nurture and manage end-to-end customer relationships, addressing all their banking needs with wealth solutions offered by IDFC FIRST Bank. - Provide a seamless banking experience, ensuring high customer satisfaction scores. - Acquire new customers through natural market, open market act...