3983 Investment Jobs - Page 46

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...

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 ...

SUMMARY Retail Staff Position Our client, a UAE-based multinational conglomerate headquartered in Dubai, is seeking freshers to join their retail staff team in Navi Mumbai/Thane/West Mumbai/East Mumbai. This is an excellent opportunity for individuals interested in the retail industry to gain valuable experience and contribute to a dynamic and diverse organization. Job Responsibilities Perform folding and stacking tasks at basic tables. Ensure timely display of received stocks. Uphold the upkeep of the section and maintain a carton-free floor. Maintain display standards, including signage, and merchandise clearance from the trial room. Ensure the right products are displayed on the correct b...

Bajaj Capital Ltd is currently hiring for / . minimum of of experience in Direct sales 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 and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual F...

Hi, We have a vacancy in Hyderabad for Private Banking Group -Investment Specialist / Counsellor - CTC up to 22Lacs fixed Looking for profiles from: Sales or Investment background from banking/fund houses. Job Role: Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area Penetration of client base for creating new investors in MF / investments from existing client base Increase in (investments products) productivity of Phone Banking officers Acquisitions (NTB) attributed to presence of IC i.e NTB opened by officers on the back of investments due to the presence of the IC Other Key areas to be done periodically Officers trai...

As a Managing Partner in our established window blinds manufacturing unit based in Punjab, you will have the opportunity to invest and acquire an equity stake in the business and lead its growth. Your role will involve the following responsibilities: - Driving sales and business development strategies - Overseeing daily operations, team coordination, and production - Leading expansion efforts to new markets across India - Bringing in fresh ideas, energy, and execution Qualifications required for this role include: - Strong passion for sales, operations, and business expansion - Entrepreneurial mindset with a readiness to invest in the company - Strategic vision and execution power Joining us...

Overview This is an excellent opportunity to be part of MSCI's Global Index Products team and to play a direct role in supporting MSCI's commercial excellence and driving the growth of MSCI’s index franchise with a focus on the EMEA Index business. The ideal candidate will have strong commercial acumen, will be analytical, details oriented and have an 'owner operator' mentality with an ability to deliver results in good time. They will work closely with a talented and dynamic team including Index Product colleagues, EMEA Client Coverage and functional teams both in the EMEA region and globally. The role will have a particular focus on the EMEA Index Subscription business and is critical in e...

Transaction Tax - experience between 2 to 5 years Should have knowledge of Income tax provisions, treaty interpretation, corporate laws, foreign exchange laws Additionally, should have basic understanding of RBI/SEBI regulations Should have worked on Tax due diligence, transaction structuring, internal reorganisations, indirect transfers, entry / exit strategies, inbound/outbound investment

About Info Edge InfoEdge'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 e...

Generate Sales through allocated channel Contact and follow up with new and prospective clients and set up new business opportunities Convert prospects into customers by show-casing appropriate products to the prospectsmatching their investment needs Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share Stay up to date on industry trends and identify new market opportunities Build and maintain relationships with key clients, communicate effectively and demonstratedeep understanding of customer needs and knowledge of mutual fund market and products Ensure and adhere to compliance and...

Generate Sales through allocated channel Contact and follow up with new and prospective clients and set up new business opportunities Convert prospects into customers by show-casing appropriate products to the prospectsmatching their investment needs Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share Stay up to date on industry trends and identify new market opportunities Build and maintain relationships with key clients, communicate effectively and demonstratedeep understanding of customer needs and knowledge of mutual fund market and products Ensure and adhere to compliance and...

Accountabilities Support new business opportunity qualification through extensive secondary research and data analysis with the objective of supporting the sustainable growth of company Keep abreast of micro and macro-economic developments in the Renewable Energy space; Generate insights on their impact on Apraava s business and communicate the same to the team Support the Investment Analysis team with secondary research, data extraction and collation for the project/opportunities being assessed (as and when required) Perform any analysis as required to support the accurate and exhaustive assessment of the new project/opportunity Keep abreast of micro and macro-economic developments in the R...

A Tutor is responsible for delivering lessons and facilitating learning in a classroom setting This includes planning and delivering lessons, assessing student progress, creating a positive and engaging learning environment, and communicating with students, parents, and other stakeholders The ideal candidate should have a strong understanding of the subject matter they are teaching and the ability to effectively communicate complex ideas to students Additionally, excellent interpersonal and organizational skills, a commitment to student learning and development, and a growth mindset are essential for this role

We are seeking a detail-oriented and proactive Analyst with strong domain expertise in Syndicated Loans and hands-on experience with WSO applications. The ideal candidate will be well-versed in loan lifecycle events such as Drawdowns, Rollovers, Repayments, Pre-payments, Funding, and Rate Fixings, including Trade Settlements. A solid understanding of IBOR/ABOR and Custody Reconciliation is essential. Key Responsibilities: Hands-on execution of processes including: Deal Closings Drawdowns Rollovers Repayments and Pre-payments Cash and Invoice Reconciliation Ensure timely identification and resolution of exceptions. Maintain adherence to Quality and Quantity SLAs through a robust workflow mode...

Hands-on execution of processes including: Deal Closings Drawdowns Rollovers Repayments and Pre-payments Cash and Invoice Reconciliation Ensure timely identification and resolution of exceptions. Maintain adherence to Quality and Quantity SLAs through a robust workflow model. Demonstrate in-depth knowledge of various securities and investment instruments, their standard treatments, and associated cash flows. Ensure 100% compliance with all process-related policies, guidelines, and internal controls. Collaborate effectively with internal and external stakeholders to ensure smooth transaction processing. Support audit and regulatory requirements with accurate documentation and reporting. Activ...

Match the trades between Invesco and Brokers and liaise with broker for unconfirmed & mismatch of trades. Research on discrepancies with trading desks, custodians and brokers to facilitate timely and accurate settlement of trades. Checking and authorization of output from the team, first line checking and sign off of start and end of day tasks Report and track fail trades with broker, custodian and communicate to appropriate Internal teams. Capture performance of Brokers related to confirmation and settlement of trade and produce Analysis report Proactively contribute ideas and participate in continuous improvement initiatives Process manual trades in Accounting systems as required Maintain ...

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging areaThis is a unique opportunity for you to work in our team to partner with the Business to provide a comprehensive view. As an Associate in the Securities Services - Investment Information Services team, you will function as a manager and Senior SME for delivering performance reports, including attribution, contribution, ex-post/ex-ante risk. You will support client change requests and coordinate with the right stakeholders to implement technical solutions within the performance systems that meet client requirements. Additionally, you will assist with client queries directly relat...

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Customer Success Job Details About Salesforce Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn t a buzzword it s a way of life. The world of work as we know it is changing and were looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforces core values at the heart of it all. Ready to level-up your career at the company leading workforce transformation i...

We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. We re looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals. Working at Allvue Systems means working with pioneers in the fintech industry. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether you re collaborat...

As a Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will be part of the Global Clearing business which rolls up to the Global Equities LOB within the Corporate & Investment Bank and helps clients clear and settle derivative transactions globally across a full suite of products including listed futures, options, FX, rates and credit derivatives. Job Responsibilities Own daily P&L and month-end close processes for the Clearing Desk. Provide detailed analysis and reporting on financials to desk heads, business managers, and senior finance management. Partner with the business to implement robust controls and support new busin...

Introductory Marketing Language environment. Job Summary As a Compliance Reporting Analyst within the Compliance Reporting Services team, you ensure the setup of rules in line with Client Investment Agreements. You interpret regulatory changes, provide technical expertise to key projects, and deliver innovative solutions to client requirements. You will maintain fund rules, investigate guideline breaches, and stay current with industry practices and regulations. Job Responsibilities Ensure rules are set up according to Client Investment Agreements Interpret regulatory changes and provide functional input for rule updates Act as a change agent, offering technical expertise to key projects Pro...

Research on retirement funds, AIFs and mutual funds:. Fund manager selection. Performance review of fund manager. Qualitative Research: Qualitative assessment of AMC, MF scheme and retirement funds, Investment process review of asset manager, due diligence of AMC. Quantitative Research: Analysis of fund portfolio, Fund Managers and AMC based on performance, portfolio-based attributes. Contribution and attribution analysis of portfolio.. Writing analytical articles related to the investment products/ themes, wealth management and general markets. Detailed analysis on other financial instruments like AIFs, REITS, InvITs, PMS products, ULIPs. Show more Show less

Job Title: Director Cyber Security Company Name: Happiest Minds Location: Bengaluru Job Type: Full-Time **About Us:** Happiest Minds Technologies is a next-generation digital transformation and IT services company We focus on delivering innovative solutions that enhance our clients' business performance while ensuring delightful experiences, **Job Description:** Happiest Minds is seeking an experienced and dynamic **Director of Cyber Security*to join our growing team In this leadership role, you will spearhead our cyber security initiatives, ensuring robust protections are in place to safeguard our clients' data, networks, and digital infrastructure The ideal candidate will have a minimum of...