3983 Investment Jobs - Page 42

We seek a detail-oriented Back Office Assistant/Data Entry Operator to manage client data, update Excel records, extract financial info, support onboarding/operations, handle queries, coordinate with clients/funds, and ensure smooth communication.

Job_Description":" Yubi Markets is a one stop platform for all wealth products & partners, We bring together a whole range of products which are designed to enable growth for wealth managers and investors. All of this through a powerful technology platform which simplifies complexities & delivers delightful experiences.. We understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise enabling partners and investors to manage needs from a single place. About the role The role is for Yubi Markets, to cover investors. Specifically, the role will entail active prospecting of vari...

Company Description Vialto Partners is a market leader in global mobility services. Our purpose is to Connect the world . We are unique and the only stand-alone global mobility business. This presents a rare opportunity for our clients, stakeholders and colleagues. Working at Vialto Partners is about getting the chance to be part of a global and dynamic team. Globally, Vialto Partners has over 6, 500 staff in over 50 countries around the world and continues to grow. You will work with clients from a range of industries and different geographical locations. We believe in connecting the world and supporting our colleagues to do the same in their careers by undertaking assignments and opportuni...

Job Title: Capital Markets & Fund Accounting Trainer / L&D Specialist (Asst Manager / Manager) Location: Bangalore/Mumbai Schedule: 12:00 am - 9:00 pm Mode: Hybrid (3 days work-from-office) Experience Required: 10+ years. Reports To: Functional Training Lead (Expert Talent Partner) Role Overview: We are seeking an accomplished Capital Markets & Fund Accounting Trainer and L&D Specialist with over 10 years of experience in financial services operations and learning & development. This role combines deep domain expertise in fund accounting, capital markets, and investment structures with strong capability in training design, facilitation, and talent development . Exposure to Private Equity and...

Mega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager @Chennai 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 deve...

As a Relationship Manager - Infrastructure Finance with 10-14 years of experience, your role involves developing and preserving a solid rapport with current clients by understanding their requirements and financial goals. Your key responsibilities will include: - Providing excellent service and support to customers by promptly addressing their questions and concerns. - Acting as a client liaison to ensure smooth and efficient operations. - Creating and delivering proposals to potential customers, highlighting the benefits of investment and negotiating agreements with favorable terms. - Monitoring the performance of your portfolio, identifying areas for improvement, and increasing revenue pro...

Investment Managers have different responsibilities depending on the type of managers they are. Some Investment Managers oversee large sums of money from several clients that are then allocated into different investments, while others will advise individuals on how to invest their money but do not actually collect and invest the money themselves. Job responsibilities listed on sample Investment Manager resumes include managing separate equity accounts for private clients, and investing funds across all industry sectors and market capitalizations. Resumes will also include such educational requirements as licensing and a degree in the fields of finance, accounting, economics, or business admi...

Designation : Relationship Manager - Banking Channel - B2B Location: Bhagalpur Salary - 4 Lacs to 5.50 Lacs Experience Required : 2-10 Years of Experience in AMC, Mutual fund Company Must Have : NISM 5 A Certificate Managing Banks in assigned region

About Company Founded in 2011, ReNew, is one of the largest renewable energy companies globally, with a leadership position in India. Listed on Nasdaq under the ticker RNW, ReNew develops, builds, owns, and operates utility-scale wind energy projects, utility-scale solar energy projects, utility-scale firm power projects, and distributed solar energy projects. In addition to being a major independent power producer in India, ReNew is evolving to become an end-to-end decarbonization partner providing solutions in a just and inclusive manner in the areas of clean energy, green hydrogen, value-added energy offerings through digitalisation, storage, and carbon markets that increasingly are integ...

Deal with the HNI clients and sell products - Recruit and train distributors - Organize and recruitment events for distributors - Continued training and motivating the team to drive business - No need for IRDA or Mutual Fund exam. Direct empanelment. Required Candidate profile Life Insurance Agency channel - Must have built good Life Insurance advisor or Mutual Fund distributor base. - No direct selling. - Qualification: Graduation & above - Good communication skills

Act as the first point of contact for clients Understand client needs & suggest solution Communicate proactively to build trust Handle inquiries/feedback/minor escalations professionally Keep CRM updated & contribute to team performance insights Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Equip team with sales tools and collateral Conduct micro-trainings to enhance team productivity Monitor metrics and improve processes Support complex deals with team coordination Keep leadership informed on sales trends & opportunities Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

100% of Leads will be given by our channel partner/broker. Convert leads and generate business through leads. Visit potential customers for new business. Ensuring that business targets are met month on month. Working on pre-fixed appointments. Required Candidate profile Education:- Graduation or Post-graduation Experience:- Min. 1 Years of Banking product sales Skills:- Good communications skills Prefer: BFSI Sales Perks and benefits Incentives+ Allowances +Fast track Promotion

Recruiting a team of financial advisors on commission basis. Provide them for training regarding the products. Identifying the prospective customers. Make them aware of the role. Handling the advisers to work. Motivating them to generate the business Required Candidate profile Education:- Graduation or Post-graduation Experience:- Min. 1 Years of Banking product sales Skills:- Good communications skills Prefer: BFSI Sales Perks and benefits Incentives + Allowances + Fast track Promotion

Position Name - Sr Analyst Location - Bengaluru Experience Range - 3 - 5 years Mandatory Requirement: Engineering degree or MBA degree from premier institution is mandatory About the client: Our Client has been one of the leading investors in tech across multiple sectors, with some of the notable investments in FirstCry, Lenskart, Pixis, Policy Bazaar, Uniphore amongst others. On offer here is an exciting, well-rounded journey touching all aspects of VC including active portfolio management, Exits, fund-raising, and much more Job Roles and Responsibilities: Deal sourcing and support: The role holder is responsible for identifying potential investment opportunities by actively searching for p...

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

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...

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...

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...

The Adviser Support Hub Ltd is a UK based financial services business providing a range of outsourced administration support services to the UK Independent Financial Adviser market. TASH s primary service is Paraplanning support (collation of financial product data to enable the research of financial products, investment fund strategies, and preparation of financial suitability reports) to clients of Independent Financial Advisers across the UK. As a Mumbai based Paraplanning Assistant you will be focused on supporting the UK based Paraplanning team in the following areas of their work: UK Pensions (PPPs, SIPPs, GPPs, EPPs, Occupational). UK Investments (ISAs, Bonds, Collectives, VCT, EIS). ...

You will perform various responsibilities t hat include processing pay runs, vendor setup and updates, processing invoices while keeping in compliance with company policies. The Accounts Payable Specialist also closely interacts with vendors and business units . A key component of the Global Finance team is continued focus on analyzing all functions for process improvement, service enhancement, quality, and efficiency. A successful candidate will be highly motivated and will have the ability to adapt to a transforming work environment while continuing to handle multiple requests with competing deadlines. This candidate will need to be detail-oriented and work quickly and efficiently. As well...