1835 Investment Jobs - Page 4

Job Description: Seeking a proactive Senior Sales Executive to drive sales through lead generation, customer visits, and achieving sales targets. Key Responsibilities: Source leads from personal networks to sell products. Contact provided leads, schedule sales visits, and convert leads to sales. Provide ongoing coaching, feedback, and support to boost performance. Analyze market trends, customer needs, and competitors. Meet or exceed business targets as per the goal sheet. Build and maintain strong client relationships. Qualification & Experience: Must completed Graduation compulsory. 1+ years of experience in sales and marketing in any sector. Proven track record of achieving sales targets and managing teams. Leadership skills to drive a team towards business goals. Strong interpersonal and communication skills to build relationships with agents and clients. For more information - Kindly contact us: Ayushi Lad | HR Team +91 84603 77032

Resource Engimech (India) Pvt. Ltd is looking for Account / Purchase Assistant (1 Post) 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.

Captain E-Rickshaw 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.

Job Description IT Infrastructure/Systems Architecture work involves developing the core technical platform, capabilities, and services that support business processes and data including: Mapping the relationships between IT platform/infrastructure components (i.e., Technology End Users, IT Systems Software & Hardware, and Info-Communications Transmission Networks) Identifying the key technology interactions and dependencies across systems/platforms impacting the organization s ability to achieve integration, compatibility, and performance targets Evaluating total cost of ownership and return on investment of various IT platform/infrastructure alternatives Positions on this level have comprehensive knowledge of the specific discipline or the broader area in which the position operates. Executes specialized projects and activities and typically works according to set principles. Usually generates and initiates own workload and doesnt need instructions or guidelines. Might supervise work of less experienced professionals providing professional expertise and taking responsibility for the end-product. Positions at this level are expected to significantly improve the day-to-day activities/processes. Manages and oversees the implementation of short-term activities within the team. Decisions are of an operational nature within a defined scope. Positions on this level delivers their share of professional responsibilities focusing on professional excellence. Typically manages a team of Individual Contributor co-workers.

Company: Marsh Description: Responsibility % of time spent 1: The main responsibility is to track and co-ordinate Client employee benefits insurance policy renewals and broking implementations across the different client locations Manage the timeliness and quality of Client deliverables - before, during and after renewal or implementation Work with the consultants to develop reporting and presentations for Client meetings based on client requirements Perform quality checks (by more experienced colleagues) Lead Implementation and Onboarding processes Data entry and high level analysis - assist the Consulting team in gathering, organizing, validating, entering and analyzing data using GBM Analytics (Mercer proprietary software) for the various clients Provide high level data analysis including sanity check for employee headcount movement, related premium change by line of coverage, etc. Liaise with local brokers on renewal strategy if needed, to ensure the Rules of the Road are followed Manage ad-hoc client requests including problem-solving on administrative and operations issues source the details from System Admin Team and local brokers, when needed Route enquiries to the correct point of contact and provide timely follow up and responses for the Clients Liaising with local brokers to gather information not captured by GBM Analytics including the nature of local discussions impacting the insurance placement or plan design strategy Provide reporting from GBM Analytics or excel for clients as required. Maintain relationship with MCG team and ensure client expectations are met. *Note that this role will work with the GBM/Consulting team, System Admin Team, local brokers and in some cases regional (RBM) teams and might have direct Client contact in the future. 70% 2 : GBMA and Mercer Gold+ Platform Management Support for System Admin Team. Complete assigned tasks in GBM Analytics and data entry as required into that tool. This includes initiating renewals in the application and following up with local brokers to ensure they complete their GBM Analytics tasks in an accurate and timely manner Update relevant Insurance financial and plan design data on MG+ based on policy documents and reports supplied by local broking teams. Clarify information with local brokers when necessary and ensure broker peer review is obtained. 20% 3 : Assistance with overall GBM intellectual capital (projects). To include assistance building a qualitative assessment of insurers, hot topics by country, and other items as needed. 10%

Company: Marsh Description: Job Description Job Title Analyst Function Department Team Organization Level Reports to position Manages Job Holder Name Operations RDS RDS APAC/MEA B Team Manager/ Process Manager - Candidate Name Objective ( Purpose of the Job ) The purpose of this role is to provide administrative support to the consultants by performing the entry level cleaning and processing of data and complete the deliverable within the set timelines by ensuring the high quality. Key Responsibilities Cleaning client s data for accuracy and completeness. Generating data analysis and statistical reports and share with internal stakeholders that helps them to take accurate data related decisions. Updates data collection, report materials and prepare final survey reports delivered to clients. Preparing the SOPs and capture all the exceptions and send for peer review and final approval. Self-reviewing all the survey work before sharing it with the internal stakeholders. Having lean mindset and responsible for continuous process improvement Responsible for user acceptance testing for the next year processes. Work Relations ( Jobs / Positions and Cooperation Activities ) Within the Company Team Leads, Cross functional teams , Learning and Development team Required Know-how and Skills If relevant Type of specific experiences in the different/similar jobs, formal education with specific details, professional trainings, languages knowledge, computer skills, competencies etc. Graduate ( minimum requirement bachelor degree) Basic to intermediate knowledge of Microsoft Excel Good Communication skills KPI s ( FAST ) Key Performance Indicators Critical to quality ( CTQ) / Critical to Process ( CTP ) Timelines Efficiency at workplace 100% Release Cycle Innovation and process improvement ( 2 ideas per year ) 100% Quarterly Adaptable and flexible to change 100% Annually

Frontera Health is revolutionizing pediatric healthcare by developing a cutting-edge, tech-enabled platform that delivers essential therapies to rural families. Our platform leverages AI/ML to create a robust video-based data model for early intervention and developmental disorders. By collaborating closely with parents, caregivers, and clinical partners, we re bridging the gap in access to care, improving health equity, and providing personalized treatment plans. Backed by leading investors like Lightspeed and Lux, Frontera Health is poised for rapid growth. Our ABA direct services are designed to meet the unique needs of children in underserved communities, providing them with the support and resources they require to reach their full potential. We are passionate about ensuring that every child, regardless of their location or socioeconomic status, has access to high-quality healthcare. By leveraging our technology platform and partnering with local providers, we are able to deliver effective ABA therapy to families who may otherwise have limited access to these essential services. Make a Difference in Lives: Join Our Thriving ABA Team as a Registered Behavior Technician! Are you passionate about helping children and families navigate the challenges of Autism Spectrum Disorder? Do you find joy in seeing positive change through evidence-based practices? Frontera Health New Mexico is seeking dedicated and compassionate Behavior Technicians (BT) or Registered Behavior Technicians (RBT) to join our dynamic team. Why Frontera Health New Mexico? Make a real impact: Your work will directly influence the lives of children and families, helping them unlock their potential and achieve their goals. Join a supportive community: Were a passionate team of professionals who collaborate and learn from each other, creating a positive and encouraging environment. Career growth opportunities: We invest in ongoing training and development, so you can expand your skills and advance your career in Applied Behavior Analysis (ABA). Competitive compensation and benefits : We offer competitive pay, comprehensive benefits, and a chance to contribute to a mission-driven organization. Recognition for experience: Join Frontera Health New Mexico as a certified RBT and receive a retention bonus in appreciation of the skills and dedication you bring to the team. What Youll Do: Partner with Board Certified Behavior Analysts (BCBAs) to provide therapy that transforms lives. Create engaging and effective learning experiences for children with Autism Spectrum Disorder (ASD). Use clear communication and positive reinforcement to help children reach their full potential. Complete daily progress notes related to the implementation of the intervention plan. Create an environment that fosters skill acquisition, functional communication, and school readiness for children. Collaborate with families to implement strategies at home and in the community. Who You Are: Youre passionate about helping children and families. Youre a natural communicator and enjoy building relationships. Youre organized, detail-oriented, and committed to quality. Youre eager to learn and grow Required Qualifications: Proof of high school graduation (Diploma or GED) College enrollment or degree preferred At least 18 years of age Health & Safety Requirements: Reliable transportation Ability to lift 50 lbs, sit on floors and/or child-sized furniture, and quickly move from a seated position to running stance Training and Development: Personalized Development Opportunities: We believe in investing in our teams success. Youll have access to comprehensive training and resources to expand your skills and knowledge in ABA, tailored to your unique needs and goals. RBT Credential Support: Earning your RBT credential opens doors in the ABA field. We provide the resources and support you need to achieve this milestone, including 40-hour training, competency assessments, and exam support. Continuous Learning: Our supportive community fosters constant growth. Through regular team meetings, supervision with BCBAs, and ongoing learning opportunities, youll stay at the forefront of ABA practices. Empowering Environment: We believe in providing a collaborative and encouraging atmosphere where you can ask questions, seek guidance, and feel supported in your professional journey. Ready to make a difference? Wed love to hear from you! Apply today and join our team of dedicated professionals who are changing lives, one child at a time. Frontera Health, Inc. is committed to creating and maintaining a diverse, equitable, and inclusive workplace where everyone feels valued, respected, and has the opportunity to thrive. We believe that our differences make us stronger and that all employees, regardless of their background, experiences, or abilities, contribute to our success. We are committed to: Providing equal employment opportunities to all qualified individuals, without regard to race, color, religion, sex, national origin, disability status, sexual orientation, gender identity or expression, age, genetic information, veteran status, or any other characteristic protected by law. Fostering a culture of inclusion and belonging where everyone feels valued and respected. Providing reasonable accommodations to employees with disabilities. Continuously learning and improving our DE&I practices. We will achieve this commitment by: Recruiting and hiring a diverse workforce that reflects the communities we serve. Creating and maintaining an inclusive work environment that is free from discrimination and harassment. Actively listening to and addressing the needs and concerns of all employees. We believe that diversity, equity, and inclusion are essential to our success as a company and to our mission of serving the pediatric behavioral health community. We are committed to continuous improvement in this area and welcome feedback from all employees.

1. Market Research: Conduct thorough market research to identify trends, property values, and potential investment opportunities. Analyze market conditions, demographics, and economic indicators to forecast property performance. 2. Financial Analysis: Perform financial modelling and analysis for potential acquisitions, dispositions, and development projects. Analyze financial statements, operating costs, and income projections to assess property performance. Prepare cash flow analyses, pro forma statements, and investment summaries. 3. Valuation and Appraisal: Assist in property valuation and appraisal processes by gathering relevant data and preparing valuation reports. Collaborate with third-party appraisers and valuation professionals as needed. 4. Due Diligence: Conduct due diligence for property acquisitions, including site inspections, legal reviews, and risk assessments. Review and verify property documentation, leases, and contracts. 5. Reporting: Prepare detailed reports and presentations for senior management and stakeholders on property performance, market trends, and investment opportunities. Maintain and update property databases and tracking systems. 6. Collaboration: Work closely with property managers, leasing agents, and other internal teams to gather necessary information and ensure alignment of objectives. Liaise with external partners, such as brokers, lenders, and consultants. 7. Compliance: Ensure compliance with local, state, and federal regulations related to property management and real estate transactions. Stay updated on industry standards and best practices. Bachelor s degree in Finance, Economics, Business Administration, or a related field. Advanced degrees or certifications (e.g., CFA, CPA, MAI) are a plus. Proven track record in financial modeling and market analysis. Ability to work independently and collaboratively in a team environment. 0 3 years of experience in property analysis, real estate investment, or related fields. Shift Timings: 6:00 PM 3:00 AM (USA market). Both male and female candidates are preferred.

Key responsibilities: Develop a strategic and replicable RGM framework tailored for Ecommerce Identify capability gaps and build necessary tools to facilitate search for opportunities and tracking Support local commercial teams with pricing, promotions, placement, assortment/mix and other investment allocation recommendations Track execution of key strategic actions Necessary experience: 5+ years in RGM with a track record of leadership of complex projects Proven experience in Ecommerce Strong analytical skills Strong communication and presentation skills Ability to simplify complex problems and structure multiple data points Ability to influence stakeholders Location(s) Ahmedabad - Venus Stratum GCC Kraft Heinz is an Equal Opportunity Employer Underrepresented Ethnic Minority Groups / Women / Veterans / Individuals with Disabilities/Sexual Orientation/Gender Identity and other protected classes .

OMPD is an MSCI Climate future go to internal platform andcritical data provider for client facing platform used which will be used by: MSCI Sustainability researchers develop the Sustainability model as per the latest regulations, industry and market Your Key Responsibilities Responsibility of the Supplier resources: Delivering new functionality by writing and shipping high quality code for the OMDP meeting the MSCI requirements. Design, build, and maintain Your skills and experience that will help you excel Must to Have Technical Skillsets 4-5 years of experience: Python Databricks Spark Azure Exposure on data engineering and service development Good to Have Technical Skillsets GCP, AWS Kubernetes Pandas Soft skills: work independently on their assigned tasks take complete ownership over until the assigned feature is developed, tested, accepted and deployed in line with the terms of actual sprint s About MSCI What we offer you Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing. 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. 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. At MSCI we are passionate about what we do, and we are inspired by our purpose to power better investment decisions. You ll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry.

Department Dealing No. of Openings 2 Age 22+ Qualifications Graduate Experience in Years Min - 1yr Job Responsibilities Execute equity/derivative trades on BOLT, NEAT & ODIN with precision Support business associates via trade reports and data insights Liaise with departments for prompt query resolutions Educate clients on in-house research and product offerings Activate and engage dormant retail & HNI trading accounts Candidate Profile NISM Series VIII Equity Derivatives Certification mandatory Strong command in English, Hindi, Gujarati and Marathi Proactive with a keen eye on market developments Strong listening skills and responsive attitude Able to maintain cordial relationships with internal and external stakeholders ATTENTION INVESTORS: || Investor Charter : | | | || || || || || IPO Subscription: " UPI Mechanism is Compulsory for Retail Investors. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investors account." || Prevent Unauthorized Transactions in your Demat Account remains in investors account." || Prevent Unauthorized Transactions in your Demat Account - Update your Mobile Number with your Depository Participant . Receive alerts on your Registered Mobile number for all debit and other important transactions in your demat account directly from CDSL on the same day. ISSUED IN THE INTEREST OF INVESTORS "Prevent unauthorised transactions in your account --> Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day . Issued in the interest of Investors." About the company About the company Established in 1982 by Mr. Sushil N. Shah as a proprietary concern, SUSHIL FINANCE, over a period of time, has emerged as one of India s leading Financial Services....

Lead local sales initiatives and prospect outreach Recruit and supervise field-level representatives Plan and execute sales growth strategies Track targets and provide reporting NOTE :- Before applying for the job, Please check the CTC & locations. Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age 24 to 39 candidate should be ready for field work Last company Documents Mandatory HR. Sakshi Mishra sakshi.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

• Lead will be provided • Need to seat a bank handle walking customer • Generate business through the Lead • Close the leads provided by the Company Required Candidate profile Perks and Benefits • Unlimited Incentives for sales processes • 6 days working, 1 Roster off • Age: Between 21 to 41 years

Post : Relationship Manager • Attend walk-in customer • Generate new customer leads through various channels • Follow up on new leads • Cross sell assets and fee products • Resolve customer queries/issues Required Candidate profile • Must have 1yr of experience in Sale / Banking / Finance / Insurance • Graduation is mandatory • Vacancy for local candidate Call OR WhatsApp : 9558211656 HR Mohit Perks and benefits Incentives, Performance Bonuses, Career Growth

• Lead will be provided • Need to seat a bank handle walking customer • Generate business through the Lead • Close the leads provided by the Company Required Candidate profile Perks and Benefits • Unlimited Incentives for sales processes • 6 days working, 1 Roster off • Age: Between 21 to 41 years

• Lead will be provided • Need to seat a bank handle walking customer • Generate business through the Lead • Close the leads provided by the Company Required Candidate profile Perks and Benefits • Unlimited Incentives for sales processes • 6 days working, 1 Roster off • Age: Between 21 to 41 years

Post : Sales Executive • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Must have 1yr of experience in Sale / Banking / Finance / Insurance • Graduation is mandatory • Age : 21 to 32 YRS Call OR WhatsApp : 9328892831 HR Rensi Perks and benefits Incentives, Performance Bonuses, Career Growth

Post : Sales Executive Opportunity for BFSI sales experts! Interact with customers, convert leads, and exceed sales targets. 1+ year of experience in BFSI sales is mandatory. Required Candidate profile • Must have 1yr of experience in Sale / Banking / Finance / Insurance • Graduation is mandatory • Vacancy for local candidate • Age : 21 to 32 YRS Call OR WhatsApp : 9104805064 HR Kinjal Perks and benefits Incentives, Performance Bonuses, Career Growth

Sales Team Leader Join our BFSI sales team! Connect with customers, pitch financial offerings, and ensure timely conversions. Minimum 1 year of BFSI sales experience is a must. Required Candidate profile • Must have 1yr of experience in Any Sale / Banking / Finance / Insurance • Graduation is mandatory • Vacancy for local candidate • Age : 21 to 32 YRS Call OR WhatsApp : 74358 61309 HR Hemaxi Perks and benefits Incentive + PF + Mobile with Several

Responsibilities: Handle HNIs, provide investment advice & manage insurance sales . Build strong relationships with clients through customer engagement & retention. Health insurance Accidental insurance Sales incentives Performance bonus Referral bonus Provident fund Maternity leaves Accessible workspace Assistive technologies Maternity benefits in mediclaim policy

" Join as Sales & Marketing Manager & Grow in Maharashtra!" Key Responsibilities Lead a team Sales Executives to drive monthly sales targets Achieve monthly and quarterly sales targets through direct field visits. Build and maintain strong relationships with local clients, dealers, and distributors. Conduct daily field visits with team for client meetings and lead follow-ups Promote and pitch company products to customers effectively. Follow up on leads, inquiries, and close deals within TAT. Qualifications: A bachelor's degree in finance, Business, or a related field. A minimum of 2 years of experience in any Field Sales, BFSI, FMCG, Pharma or Marketing . Excellent communication and client management skills. Strong local network and area knowledge. Why Join Us? Local Work Location Strong Incentive Structure Leadership Role with Career Growth Fast Interview & Joining For more information! Call :: +91 9723104999 Mail Resume :: palak.r@tekpillar.com

Sales Team Leader Join our BFSI sales team! Connect with customers, pitch financial offerings, and ensure timely conversions. Minimum 1 year of BFSI sales experience is a must. Required Candidate profile • Must have 1yr of experience in Any Sale / Banking / Finance / Insurance • Graduation is mandatory • Vacancy for local candidate • Age : 21 to 32 YRS Call OR WhatsApp : 9909330760 HR Sunita Perks and benefits Incentive + PF + Mobile with Several

Hire & train a team of insurance advisors Onboard team of DSAs & channel partners for business Guide & support your team to reach their sales targets Meet sales targets & expand customer outreach Finding & developing new markets & improving sales Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Call or Whatsapp resume on - 6354326108 Sr. HR Shubham Y Perks and benefits On roll with HDFC Group Career growth

You will be joining our Investor Relations team as a dynamic and result-driven professional. Your role will involve converting qualified investor leads, selling in-house equity shares, and managing end-to-end communication with HNIs and retail investors. You will play a crucial part in guiding investors on potential opportunities, establishing trust-based relationships, and ensuring smooth investment execution. Your main responsibilities will include engaging with investor leads generated through the website, campaigns, and referrals. You will assess investor profiles and recommend suitable equity share offerings, counsel investors on business fundamentals, future value potential, and exit opportunities. Selling in-house equity shares by explaining company valuations, growth metrics, and investment thesis will also be part of your role. It will be essential to maintain active communication with investors through calls, emails, and meetings, address investor queries, build long-term relationships, and encourage repeat investments. You will coordinate with internal teams such as research, compliance, and operations to facilitate transactions. Furthermore, tracking and reporting investor feedback and sales performance to management will be a key task. Staying updated with startup ecosystem trends, funding updates, and capital markets will also be expected. To be successful in this role, you should have a Graduate/Postgraduate degree in Finance, Business, or a related field, along with at least 2 years of experience in Investment Sales, Wealth Advisory, or Investor Relations. A proven ability to convert leads into investments via consultative selling is crucial, as well as strong communication and persuasion skills. A good understanding of equity investments, startup valuations, and market trends is necessary, along with the ability to manage multiple investor conversations and follow-ups simultaneously. Having certifications such as NISM Series XIX-A/B/C and NISM Series XXI-A/B/C would be preferred. Prior experience in financial products, startup investments, or wealth tech platforms, as well as proficiency in CRM usage for lead tracking and pipeline management, would be advantageous. Being comfortable with cold calling and high-volume outreach, possessing strong interpersonal and relationship-building abilities, and having a deep interest in equity markets and startup investing are also desirable skills for this role.,

As a Financial Consultant at Geojit in Tirunelveli, you will play a vital role in providing top-notch financial planning services to clients. Your responsibilities will include analyzing clients" financial situations, devising effective investment strategies, and offering expert retirement planning advice. By leveraging your expertise in financial planning and retirement planning, you will guide clients towards achieving their financial goals. Your day-to-day tasks will revolve around assessing clients" financial statuses, developing comprehensive financial plans, suggesting appropriate investment products, and conducting regular portfolio reviews to ensure that clients" investments are in line with their objectives and comply with regulatory standards. Your ability to combine Financial Planning, Retirement Planning skills, and Investment and Finance knowledge will be crucial in delivering value to our clients. To excel in this role, you should possess strong Analytical Skills and have excellent communication and interpersonal abilities. Your capacity to work both independently and collaboratively within a team environment will be key to your success. A Bachelor's degree in Finance, Economics, or a related field would be advantageous for this position, and holding a certification in financial planning (CFP) would be a definite plus. Join Geojit, a pioneering investment services firm that prioritizes client satisfaction and innovative solutions. Make a difference in the financial well-being of our clients by providing them with personalized financial advice tailored to their unique needs and goals.,