3983 Investment Jobs - Page 45

Manage and handle walkin customers Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Age 21 to 40 Contact - Brijesh@sadhanaservice.com Perks and benefits On Roll with Kotak Group Hiring Career Growth

Manage and handle walkin customers Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Age 21 to 40 Contact - Brijesh@sadhanaservice.com Perks and benefits On Roll with Kotak Group Hiring Career Growth

Job Title: Relationship Executive Location: Secundrabad, Vijayawada Department: Wealth Management / Investment Advisory Employment Type: Full-time About the Role We are looking for enthusiastic and motivated fresh graduates to join our Wealth Management team. you will learn how to understand client financial needs, recommend investment products, and provide high-quality customer service while working alongside experienced advisors. Key Responsibilities Learn and understand various investment products (Mutual Funds, Insurance, FD etc.). Support in preparing financial plans, proposals, and investment presentations. Maintain client databases and ensure timely follow-up. Participate in client me...

Infrastructure Economist Location: Flexible (India-based locations are preferred) Position: Full-time Experience: 6 10 years About Us Celebrating over fifteen years of innovative and collaborative work, Athena Infonomics has established itself as a data-driven global consultancy that leverages social science research, data science, and technology to provide user-centric, context-specific solutions and advice to decision makers. Our multidisciplinary and multi-cultural team of 75+ professionals spread across Asia, Africa, US and UK exemplify extensive experience in designing and applying research methods to co-design and co-produce useful research that is inclusive and relevant. Our team of d...

Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensu...

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...

Assist the sales team & implement the sales strategies with them. Build strong relationship to drive retention & generate referrals. Identify potential clients & drive business growth. Meet sales goals by actively promoting products/services. Required Candidate profile Any Graduate Min. 2 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 45 yrs Share CV at jyoti@sadhanaservice.com/93283 80990 Sr HR Jyoti Perks and benefits On Roll - HDFC Career Medical Benefits Insurance

Roles and responsibilities Tracking the hotels and hospitals sector on a continuous basis and publish periodic updates, articles and presentations Regularly update the online delivery platform, ‘CuttingEdge’ with short term and long-term views on industry factors like investments, regulations, demand supply, competitive landscape and profitability, etc. Timely update and enhance the underlying parameters / database by liaison with key stakeholders Analyse the impact of key developments in the sector that affect industry performance such as a change in government policy, acquisition impact, etc. Publish thematic research pieces and articles on these sectors Regularly update the industry risk ...

JOB PROFILE Position Assistant Territory Manager Location Chennai Reporting Mgr. Name - Department Bancassurance Reporting Mgr. Designation Regional Sales Manager Offered Grade M6 Our Purpose At Niva Bupa, our purpose is to give every Indian the confidence to access the best healthcare Our Values Commitment Innovation Empathy Collaboration Transparency Proficiency Level (Please Tick) L1: - HEAD OF FUNCTION/BUSINESS (Sr. Leadership Team) L2: - MANAGER OF MANAGER L3: - MANAGER L4: - INDIVIDUAL CONTRIBUTOR About Niva Bupa Health Insurance Company Niva Bupa Health Insurance Company Limited (formerly known as Max Bupa Health Insurance Company Limited) is a joint venture between Fettle Tone LLP (a...

Role & responsibilities 1. Manage the portfolio of HNW/UHNW clients, delivering tailored investment, estate planning, and wealth structuring solutions with team. 2. Lead and mentor a team of private bankers/relationship managers, driving performance and client satisfaction. 4. Collaborate with product, research, and investment teams to offer holistic wealth management solutions. 5. Identify market opportunities and support regional business development initiatives. Preferred candidate profile 1. 515 years of experience in private banking, wealth management in India. 2. Strong leadership capabilities with the ability to motivate and mentor a team. 3.Proven track record of managing HNW or UHNW...

VVRS 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 description has b...

Role Overview: Rayyan Global Investments, a private investment firm led by the founder, is offering an opportunity to high-net-worth individuals, billionaire investors, family offices, and capital allocators to join their exclusive investor network. This invitation-based partnership provides access to global investment deals with a focus on long-term value creation and legacy building. As a strategic capital partner, you will have the chance to participate in off-market opportunities across various sectors, guided by a relationship-first approach. Key Responsibilities: - Private investor, billionaire, family office principal, or capital allocator - Seek discreet, high-caliber deal flow in gl...

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore Thippasandra, Indiranagar CMH Road and 100 Feet Road Indirangar) Note: Candidates having 5+ 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 ...

Functional Responsibility / Domain Related The role will include following responsibilities: Customized Research on various investment products like AIFs, MFs, PMS for asset managers, distributors and institutional investors Writing analytical articles related to the investment products/ themes, wealth management and general markets Continuous engagement with existing clients Detailed quantitative and qualitative analysis on other financial products like MFs, PMS, ULIPs, PE Funds, REITs, InvITs for bespoke assignments Qualitative Research: Qualitative assessment of AIFs based on various parameters like organisation structure, investment and risk management processes, process due diligence of...

Req ID: 491465 At Alstom, we understand transport networks and what moves people From high-speed trains, metros, monorails, and trams, to turnkey systems, services, infrastructure, signalling and digital mobility, we offer our diverse customers the broadest portfolio in the industry Every day, more than 80 000 colleagues lead the way to greener and smarter mobility worldwide, connecting cities as we reduce carbon and replace cars Could you be the full-time Inter-company Accountant in [LOCATION] were looking for Your future role Take on a new challenge and apply your meticulous financial expertise in a new cutting-edge field Youll work alongside dedicated and supportive teammates You'll manag...

Key Responsibilities In Stock Excellence The Key Accounts Intern is accountable for efficient online availability of the portfolio on their respective brands This requires her/him to work on demand forecast, customer ordering, fulfillment and go live with the sourcing team Execution Rigor He/ She will be responsible for configuration of offer and its compliance, media assets and content upload across the assortment Budgeting She/he must have the ability to work with data comfortably to forecast and budget for optimized brand investments on the respective platforms Financial Hygiene They will be responsible for maintaining collection efficiency, customer claims and other financial metrics for...

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...

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 ne...

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 ne...

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 ne...

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 ne...

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 ne...

Responsibilities: * Meet revenue targets * Generate leads through cold calling and networking events * Close deals with investors * Maintain client relationships * Prepare investor presentations

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 ne...

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 ne...