1432 Investment Jobs - Page 47

Company: Mercer Description: Level D Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

We are looking for the right people people who want to innovate, achieve, grow and lead. We attract and retain the best talent by investing in our employees and empowering them to develop themselves and their careers. Experience the challenges, rewards and opportunity of working for one of the world s largest providers of products and services to the global energy industry. Job Duties and Qualifications Under direct supervision, assists with delivery of Optimization services to make safe and cost-effective recommendations to the customer during the course of the well. Observes and assists with accurate collection and documentation of drilling optimization data. Analyzes and interprets optimization data to assist in the planning and resolution of complicated drilling related engineering problems within the disciplines of drilling optimization. Assists in the creation of accurate and professional reports provided to the customer including daily report, end of section report, end of well report, and specific incident reports. Provides high quality service to the customer in order to ensure continued business, identifying opportunities for use of additional services and new technologies where possible. Actively participates in quality improvement processes. Learns broad range of optimization skills through assisting in projects of varying complexity. Requires an undergraduate degree Science, Technology, Engineering or Math and a minimum of 1.5 years relevant industry experience. Halliburton is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation . Location Sai Radhe Building 100, 101, Pune, Monaghan, 411001, India Job Details Requisition Number: 197387 Experience Level: Entry-Level Job Family: Engineering/Science/Technology Product Service Line: Sperry Drilling Svcs Full Time / Part Time: Full Time Additional Locations for this position: Compensation Information Compensation is competitive and commensurate with experience.

Every Company promises to change the world. Join one that ACTUALLY does! We are looking for a dynamic and purpose-driven Manager - Impact Partnerships to join our sales team. Please only apply if you have Sales OR Partnerships experience with a media house or a social impact organisation. As a Manager - Impact Partnerships , at The Better India , you will: Build solid relationships with brand marketing teams, CSR teams and foundations to attain large-scale campaigns for The Better India. Establish TBI firmly as a thought leader in the Purpose -driven Marketing/CSR / Development / Sustainability eco-system by developing IPs and campaigns with the marketing and editorial teams, participating in relevant events, applying for awards, and more. Negotiate partnership deals and encourage and supervise any collaborations with partner brands. Develop clear and consistent strategies to achieve the company stated business goals and revenue targets, while ensuring a healthy funnel of opportunities at all times. Our ideal colleague will : Have worked in partnerships/business development/fundraising teams in the space of impact consulting, impact investing or CSR projects Have developed and executed end-to-end impact projects in the space of social change, sustainability and more Well-versed with impact measurement and reporting in the development sector Deeply connected in the Development Sector A Masters from a Tier-1 MBA institute or equivalent Social Science degree What can you expect An amazing opportunity to make a difference in the lives of millions around the world A more than fair and above market standard compensation package Health Insurance for you and your family Flexible working environment and a very open, transparent culture Location-Delhi Experience required - 8 to 10 years

Required Skills Functional | Training and Development Activities | Facilitating Employee participation in Programs Functional | LMS | Online Learning And Training Functional | Training and Development Activities | Training co-ordination and management Functional | Training and Development Activities | Reporting and data management Education Qualification : MBA / PG Diploma Details: The learning and development professional is responsible for the training and professional development of an organization s employees. Their purpose is to make the most out of people s talents and help them develop to their full potential. At the same time, a Learning and Development professional keeps a strong focus not just on what the learner wants and needs, but also on the needs of the organization. 1. Analyze training and development needs within an organisation through job analysis, appraisal schemes and regular consultation with business managers and human resources departments. 2. Design and expand training and development programmes based on the needs of the organisation and the individual. 3. Work in a team to produce programmes that are satisfactory to all relevant parties in an organisation, such as line managers, accountants, and senior managers at board level. 4. Consider the costs of planned programmes and keep within budgets. 5. Plan and assess the return on investment of any training or development programme. 6. Develop effective induction programmes for new staff, apprentices, and graduate trainees. 7. Monitor and review the progress of trainees through questionnaires and discussions with managers. 8. Devise individual learning plans and conduct appraisals. 9. Produce training materials for in-house courses. 10. Create and deliver a range of training using classroom, online and blended learning. 11. Manage the delivery of training and development programmes. 12. Ensure that statutory training requirements are met. 13. Amend and revise programmes as necessary, to adapt to changes occurring in the work environment. 14. keep up to date with developments in training by reading relevant journals, going to meetings, and attending relevant courses. 15. Research new technologies and methodologies in workplace learning and present this research.

Description Position at GroupM Nexus GroupM is the world s largest media investment company and is a part of WPP. In fact, we are responsible for one in every three ads you see globally. We are currently looking for a Executive - Programmatic to join us. As part of the largest media agency in India, you ll have the opportunity to leverage the scale that comes with the job, to develop products that suit the entire programmatic spectrum. 3 best things about the job: You will be the owner of transforming the agency s digital media buying from manual insertion order to data and technology-driven buying, generating higher ROI for clients and higher revenue/margin. It s Programmatic. The world is moving in that direction. You will be charged with driving that for the largest media agency in India working across all the publishers, vendors and start-ups creating disruption to traditional way of doing business Working with cross-functional teams to drive efficiency and automation at scale. In this role, your goals will be: In 3 months: Bed down and understand the programmatic setup across the business Build out a road-map for what is required to grow the programmatic buying business moving forward In 6 months: Participate in business proposals, leading the programmatic element and supporting in group pitches. Ensure that we offer a coordinated and integrated operation with the wider business Isolate new business prospects and help grow revenue for existing client In 12 months: Establish your position as a thought leader, with demonstrable thought leadership including a deep awareness of programmatic platforms and industry trends. Ensure at least one strategic win by secure the programmatic buying business for one of the key current clients What your day job looks like at GroupM: Develop strong relationships with counterparts in GroupM regional teams (Europe, U.S., Asia) Lead the training and growth of your local programmatic team Enforce DV360 and TrueView best practices with a focus on platform expertise, consistency, and quality of work delivery Be accountable for consistent work delivery to GroupM regional teams by ensuring a high quality of output Serve as point of escalation for your team and take ownership of resolving challenges Provide career development and coaching for your team Line manage 2-5 direct reports with as many as 10 indirect reports Provide timely and actionable feedback to the team to aid in their development, improvement, and progress. Provide awareness and recognition for jobs well done Provide support to in capacity planning resource management for the team Present strong and effective communication across all level What you ll bring: Working experience in Agency, Trading Desks or Programmatic Tech Partners Actual Campaign execution experience with most of the local programmatic players as well as measurement providers Familiar with DSP and exchange revenue streams and be able to negotiate trading benefits Existing relationships with publishers, programmatic product partners, as well as data providers in the local market Knowledge of different programmatic trading models and their implications to both advertiser s inventory quality and publisher monetization strategies Being able to articulate difficult technical concepts to non-technical people such as explaining lookalike modeling and cookie mapping to the lay person Minimum qualifications: 1+ years professional experience with digital media preferably within a media agency/trading desk Experience in Google Marketing Platform (DV360, CM, GA360). Experience in top AdTech MarTech platforms. Experience in Client Decks, Programmatic Strategy, New Pitches, etc. Hands on experience and knowledge on programmatic platforms. Clear thought process strategy to build on existing businesses. Competent in all Microsoft office software GroupM Nexus GroupM Nexus is the industry s largest community of performance marketing experts designed to drive performance and innovation at scale for GroupM s agencies and clients. With the most platform accreditations in the industry combined with proprietary technology, media, and solutions, culture of continuous innovation and scaled partnerships, GroupM Nexus consistently sets new benchmarks for effectiveness and efficiency across all forms of media to drive growth for the world s leading advertisers. GroupM India GroupM is WPP s media investment group and the world s leading media investment company with a mission to shape the next era of media where advertising works better for people. The company is responsible for more than $60 billion in annual media investment, as measured by the independent research bureau COMvergence. Through its global agencies Mindshare, Wavemaker, EssenceMediacom, and mSixPartners, and cross-channel performance (GroupM Nexus), data (Choreograph), entertainment (GroupM Motion Entertainment) and investment solutions, GroupM leverages a unique combination of global scale, expertise, and innovation to generate sustained value for clients wherever they do business. Discover more at www.groupm.com .

Business Development Manager Role Overview: 10Decoders is looking for a highly accomplished, high-performing sales professional to help us meet our customer acquisition and revenue growth targets by keeping our company competitive and innovative. You will be responsible for maximizing our sales potential, crafting sales plans, and executing them by meeting the revenue goals and targets. Experience of 8 to 15 years in selling professional services or staffing services in the US market. Should have a proven track record of acquiring new customers for the staffing services. This will be end/direct customers and/or national staffing vendors and/or mid- to large systems integrators and/or large Indian SI s. Build strong business relationships with key accounts and continuously seek new opportunities to grow business within the territory Should have a successful track record of scaling the accounts acquired to achieve a sustained run rate business on or more than 5 M USD YoY or scale the head count to 50 plus within the first year and scale further by 50% YoY. Act as a liaison between clients and recruiting delivery team and maintain positive customer relations Local market knowledge and strong network of contacts/accounts. Strong leadership, interpersonal, communication, and presentation skills. Performance Personal Competencies Needed: Driving Results - Sets positive, compelling goals and aggressive schedules for improvement. Translates the vision/mission of the organization into actionable, quantitative plans. Conveys a sense of urgency and drives issues to closure. Managing Performance - Translates over-arching business goals into specific objectives. Accountable for agreed-to results. Identifies and stays focused on the most important metrics that drive the business. Building Commitment - Pursues common objectives with excitement about the future. Radiates enthusiasm for goals and infects others with a shared optimism and excitement. Conveys a genuine belief to succeed despite the toughest obstacles. Building Relationships and Using Influence: Builds and sustains excellent relationships at all levels, both internally and externally. Uses relationship networks to strategically accomplish objectives. Communicates excitement about the business and motivates others to pursue common objectives. Communication: communicates passion, energy, intensity, and excitement. Is highly articulate, makes arguments in a compelling matter, and comes to the point. Energy/Endurance: Has a high capacity for work and shows passion, energy, endurance, and intensity. Maintains focus through days of long hours and multiple priorities. Essential Values - Follows and subscribes to all BCT s team values all employees and all of equal importance. Open and honest crystal clear, open, mature, professional conversations. Challenging rewarding courage, results count, investing in our future; Friendly fun work hard and have fun; generosity; balance. How I grow matters - personal professional development, self-direction

We are looking for the right people people who want to innovate, achieve, grow and lead. We attract and retain the best talent by investing in our employees and empowering them to develop themselves and their careers. Experience the challenges, rewards and opportunity of working for one of the world s largest providers of products and services to the global energy industry. Job Duties and Qualifications Requires completion of an undergraduate degree in Engineering, Science, Geoscience, Petroleum Engineering or a related field and no previous experience. This is a developmental role to obtain the required competencies from the SDL, LWD and Directional Drilling Sub-PSLaposs to progress to a specialization in Optimization, Geosteering or Survey Management. Halliburton is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation . Location Sai Radhe Building 100, 101, Pune, Monaghan, 411001, India Job Details Requisition Number: 197177 Experience Level: Entry-Level Job Family: Engineering/Science/Technology Product Service Line: Sperry Drilling Svcs Full Time / Part Time: Full Time Additional Locations for this position: Compensation Information Compensation is competitive and commensurate with experience.

We are looking for the right people people who want to innovate, achieve, grow and lead. We attract and retain the best talent by investing in our employees and empowering them to develop themselves and their careers. Experience the challenges, rewards and opportunity of working for one of the world s largest providers of products and services to the global energy industry. Job Duties and Qualifications Requires completion of an undergraduate degree in Engineering, Science, Geoscience, Petroleum Engineering or a related field and no previous experience. This is a developmental role to obtain the required competencies from the SDL, LWD and Directional Drilling Sub-PSLaposs to progress to a specialization in Optimization, Geosteering or Survey Management. Halliburton is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation . Location Sai Radhe Building 100, 101, Pune, Monaghan, 411001, India Job Details Requisition Number: 197177 Experience Level: Entry-Level Job Family: Engineering/Science/Technology Product Service Line: Sperry Drilling Svcs Full Time / Part Time: Full Time Additional Locations for this position: Compensation Information Compensation is competitive and commensurate with experience.

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager. 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 Function : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred program and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred relationships. To be a one-point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Key Responsibility Areas : Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio

Develop & execute business plans that align with organizational goals and objectives. Manage & lead the team, providing guidance and support. Provide training & development for team members. Market research by identifying potential clients & trends. Required Candidate profile Any graduate with 1-3 years of sales exp Good communications skills (Hiring across Maharashtra - Sales manager) Share CV on below details:- Call / WhatsApp - 70462 50645 Regards, HR Meera Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Review Quarter end property financial statements, GAAP adjustments, variance analysis, asset and debt appraisals. Review Funds financial Statements, NAV pricing and management and incentive fee workings. Calculate Investment level NAVs and IRR s and Financial reporting and reconciliations. Analyse of financial statements and other financial reports of investments to determine reasonability, accuracy and completeness. Review of client allocations, client returns and Investor Capital calls and Distributions. Provide requisite financial information to auditors, support senior level Financial Controllers/Portfolio Managers onshore and communicate with various external parties and take ownership of the review of business-critical financial numbers received. Required qualifications, capabilities and skills Qualified CA/ACCA/CPA with at least 4 years of experience in Fund accounting/financial Reporting and knowledge of the IFRS reporting Understanding of the Transportation assets structures and operating models and accounting concepts like Deferred Tax Impairment Experience in review of Financial statements and Variance analysis Strong analytical skills Strong accounting knowledge Strong communication skills and ability to communicate clearly and concisely. Preferred qualifications, capabilities and skills Self-starter able to prioritize key tasks effectively Proficient in Microsoft Excel and Word Ability to work in high-pressure situations Ability to work Independently

Performance evaluation and the monitoring and measurement of portfolio risk are undertaken by a specialist department within Corporate and Institutional Business Services (CIBS) known as Investment Risk and Analytical Services (IRAS). IRAS offers clients a comprehensive product array, supported by powerful technology and delivered by an experienced group of professionals. Investment Risk and Analytical Services (IRAS) performance analyst teams are organized regionally to support the corporate client base throughout the globe. The regions comprise of Chicago, London, and Hong Kong. The Northern Trust Custody Performance process team validates Northern Trusts underlying data to ensure accurate representation of their investment performance (e.g. rates of return) is published to its clients. The IRAS Performance analyst team performs the following high level tasks related to the Performance Review: Create and maintain the set-up of performance accounts on PACE Execute pre-audit steps to prepare the account for the performance review Audit the fund and validate rates of return Conclude data is accurate and lock the data in PACE Generate client reporting Knowledge Skills The candidate should possess the following skills: In-depth knowledge on capital markets and moderate to advanced knowledge of various asset classes. Good working knowledge of IRAS the related products will be an added advantage Good to moderate working knowledge of Excel, MS Office suite. Good working knowledge of IRAS applications will be an added advantage Good working knowledge of PACE application and Investment Performance measurement reporting A good team player - ability to work and adapt to small teams Ability to multitask and work with calm under crunch situations Excellent interpersonal skills for liaising with related departments and Middle Offices Good knowledge about Excel Macro, Fundamentals and Industry certification in performance measurement-CIPM will be an added advantage Principal Responsibilities The principle responsibilities of the Senior Analyst will include, but may not be limited to, the following; Completion of final deliverables with 100% accuracy and timeliness Adherence to procedures and SLA s Identifies and manages resolution of service delivery root causes Ability to act as a process expert and own and resolve complex queries and issues not only of self but also for the immediate sub process Build and maintain strong relationships with all related departments and Middle Offices Review the work performed by other analysts Ability to train and mentor new hires on the process Pro-actively communicate the procedure updates to the team. Ensures that all DPADs/client profiles are kept up to date at all times Lead and implement process improvements Experience Minimum 12 months in the role. Willing work in night shift and flexible work different location including Global village. Should have completed 1 year as Analyst II

In this role you will be in charge to support the lifecycle of corporate structures in the liquid (including the global flagship product) respectively semi-liquid investment environment. The role includes the opportunity to support cross border governance projects. Roles and responsibilities: Contact person for internal and external partners regarding the corporate lifeycle of corporate structures managed by client. Preparation and implementation of corporate lifecycle documents required for governance purposes (e. g. preparation of board meetings, written resolutions in the light of product measures, general meetings, etc. ). Contribution to regulatory and internally required Governance initiatives. Contact person for internal and independent directors on any Governance related matters. Acting as interface between internal teams, including Operations, Finance, Legal, Products, Investments and Distribution, as well as service providers and regulatory authorities. Ensuring execution in compliance with internal governance standards and regulatory requirements. Qualification and Skills: Experience in the asset management industry with particular emphasis on Company Secretary activities and Governance. Knowledge of the regulatory requirements of the various Luxembourg corporate investment fund types. University degree in business administration, finance, law or equivalent (e. g. Chartered Company Secretary). Excellent organizational skills and the ability to prioritize and handle tasks and deadlines. Strong interpersonal skills and the talent to build positive relationships, internally and externally, in an international business environment. Increased awareness of the accuracy and quality of the fund-related documentation and keen attention to detail. High motivation to take initiative and to independently develop creative and targeted solutions. Excellent MS Office skills, in particular Word and Powerpoint. Fluency in both written and spoken English.

The recruiter will be responsible for all levels of talent acquisition, recruiting, and recruitment programs, procedures, and plans. Serve as consultant and partner staying current on business and market trends, assisting on both the strategic and tactical level. Possesses strong understanding of client needs and hiring conditions external and internal. Provides advice, expertise and assistance to all levels of personnel both internal and external on various recruiting/talent acquisition related issues. Serves as trusted member of Global HR organization driving great partnerships with internal & external customers. Provides sourcing and candidate generation to hiring managers across multiple teams, organizations and locations. To be successful in this role the candidate must be able to successfully manage, prioritize and close searches against a timeline and have experience setting benchmarks and understand how to achieve all customer SLAs plus metrics. They thrive in an innovative, fast-paced environment, can roll up their sleeves, work hard, have fun, and get the job done. Key job responsibilities Key job responsibilities Partner with hiring teams to build effective strategies for meeting business hiring needs. Ability to manage customer/partner expectations through a deep understanding of return on investment. Be able to recruit active/passive candidates, gauge for fitment and understand their motivation" rather than sell a role. Possess strong ability to screen/interview candidates within the framework of the position specifications and prepare an ideal candidate slate within an appropriate and consistent timeline. Build and maintain network of potential candidates through pro-active market research and on-going relationship management; conducts in-depth interviews of potential candidates, demonstrating ability to anticipate hiring manager preferences through high offer-to-interview ratios. Communicate effectively with the hiring manager and interview team to ensure preparedness during the interview process. Share and exchange information with all levels of management. Recommend ideas and strategies related to recruitment that will contribute to the long-range growth of the company, implementing any new processes and fine-tuning standard processes for recruiting that fits within Amazons mission to deliver the highest quality results to the customer. Provide a great candidate experience and act as a candidate advocate. Articulate in writing a plan with deliverable, timelines and a formal tracking process. Participate in special projects/recruiting initiatives including assessment of best practices in interviewing techniques, and identification of top performers for senior-level openings. - 1+ years of corporate or search firm progressive recruiting or research experience - Bachelors degree, or 2+ years of full-time Amazon experience - Experience with contact management system/applicant tracking system for sourcing, tracking and managing candidates

In this role you will be in charge to support the lifecycle of corporate structures in the liquid (including the global flagship product) respectively semi-liquid investment environment. The role includes the opportunity to support cross border governance projects. Roles and responsibilities: • Contact person for internal and external partners regarding the corporate lifeycle of corporate structures managed by client. • Preparation and implementation of corporate lifecycle documents required for governance purposes (e.g. preparation of board meetings, written resolutions in the light of product measures, general meetings, etc.). • Contribution to regulatory and internally required Governance initiatives. • Contact person for internal and independent directors on any Governance related matters. • Acting as interface between internal teams, including Operations, Finance, Legal, Products, Investments and Distribution, as well as service providers and regulatory authorities. • Ensuring execution in compliance with internal governance standards and regulatory requirements. Qualification and Skills: • Experience in the asset management industry with particular emphasis on Company Secretary activities and Governance. • Knowledge of the regulatory requirements of the various Luxembourg corporate investment fund types. • University degree in business administration, finance, law or equivalent (e.g. Chartered Company Secretary). • Excellent organizational skills and the ability to prioritize and handle tasks and deadlines. • Strong interpersonal skills and the talent to build positive relationships, internally and externally, in an international business environment. • Increased awareness of the accuracy and quality of the fund-related documentation and keen attention to detail. • High motivation to take initiative and to independently develop creative and targeted solutions. • Excellent MS Office skills, in particular Word and Powerpoint. • Fluency in both written and spoken English.

Candidate should be Graduated Minimum 6month Sales Experience Insurance / Banking / BFSI / Financial Sales Exp. Preferred Making Outbound Calling For Life Insurance Sales Interested Candidates Can Call @HR Puja- 8295041955

Role & responsibilities Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts

Job description To promote all the product line of Mutual Fund FOR HNI CLIENT To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele RM Mutual Fund Sales Customer Engagement (HNI Clients) • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. • Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers • Providing Investment planning and advice • Achieving sales and revenue targets spread across product mix • One point contact for the assigned customer • Acquisition & Servicing of HNI/UHNI customers. • Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. More Information Contact HR, UTTAM. Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

SUMMARY Job Opportunity: Associate/ Sr. Associate/ Manager About the Client: Our client is a prominent Global Fortune 500 IT solutions company that specializes in delivering simple and adaptable solutions to address complex business challenges. With a workforce of over 500,000 employees, they provide technical and domain expertise across various platforms and industries to help enterprise companies improve productivity, efficiency, and optimize their technology investments. Position: Associate/ Sr. Associate/ Manager Location: PAN India Experience: 3-12 Years Notice Period: 0-90 days Skills: Kinaxis, Anaplan, BY TMS, BY WMS, Coupa, Manhattan WMS, o9 Requirements Requirements: Bachelor’s degree in a relevant field Proven experience in Kinaxis, Anaplan, BY TMS, BY WMS, Coupa, Manhattan WMS, o9 Strong analytical and problem-solving skills Excellent communication and interpersonal abilities Ability to work effectively in a team environment Strong organizational and time management skills

Client : AXIS Bank for the post of Burgundy relationship manager Experience : 5- 12 Years (Immediate Joiner Preferable) KRA : Revenue Generation : - Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products . Role description - Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships Portfolio management : - Review individual account relationships to determine the banking and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate products etc. and bank-related products & services Product Advice - Participate in development of new product/services matched to client needs basis client feedback/market intelligence - Leverage product & investment experts to generate product specific investment ideas for clients Processes - Ensure proper documentation for smooth transaction execution and customer service - Ensure processes are consistent with defined compliance norms - Prepare detailed KYC reports of client Knowledge - Build knowledge on available products coordinate with product/investment/ advisory/research group - Strong Customer Relationship Management skills, able to acquire clients around specific product offerings - Strong verbal and structured communication to ensure that the client is mentored properly Role & responsibilities For more Information or candidate who can join immediately can share their resume on- 9776969376

Beyond Technologies, a Syntax company, is a professional service firm, specialized in SAP solution integration and business process optimization. We have extensive expertise across a wide range of industries. Founded by a team of consultants with over 20 years of integrated business management system experience, we know how to leverage business best practices and SAP solutions to deliver real and sustainable benefits to our clients. We offer intelligent, practical and innovative solutions that give our clients a competitive edge, in a timely and cost-effective manner. to be updated At Syntax-Beyond, we want our employees to be happy and healthy both on and off the job. Everything we do and offer to our employees is based on our philosophy that investing in our people is good for all of us! Beyond is dedicated and committed to promoting a diversified and inclusive work environment for everyone. Beyond Technologies is an equal opportunity employer and we believe in fostering an environment where everyone regardless of gender, race, ethnicity, sexual orientation, disability, age, or all other identities feels respected, protected and celebrated. By providing us with your application, you agree that your documents may be retained in Beyond Technologies databases for an indefinite period of time in accordance with our internal information retention policies. Functional Area: Remote

Lead and manage a sales team Drive sales and meet targets Train and motivate team members Build strong customer relationships Ensure compliance with company policies 9904750213 nisha Required Candidate profile Exp: 1 to 6 Years in Sales, Marketing, or Business Development in any domain Strong sales and negotiation skills Ability to build a high-performing team For more information: CALL: 9904750213 Perks and benefits On Roll Job Attractive Incentive + Bonus Others

The Compliance Analyst is a valuable member of the Global Compliance Team, providing day-to-day marketing review support of sales and client service advertising materials of Russell Investments retail, institutional and corporate businesses as well as supporting the email surveillance program. This role also may assist in other compliance activities that support the firm s policies and procedures, testing, and maintenance of global regulatory developments and industry trends. This role requires an individual with an ability to multi-task and maintains a results-oriented approach to resolving various compliance issues and achieving multiple compliance objectives. The compliance team serves as a robust independent second line of defense to help ensure that the firm operates within regulatory requirements and industry practices, and this is an important role within the compliance team. Years of Experience 0-3 years experience. Qualifications Educated to University degree level. Responsibilities Support the firm s electronic Communication surveillance program and marketing material review process. Liaise with global compliance team to manage the Code of Ethics and personal trading program of Mumbai staff. Participate in projects relating to the enhancement of US and global compliance policies and procedures, internal controls, and systems in response to changes in the business or regional and/or global regulations. Liaise across the firm to execute reporting processes and create/distribute reports to support reporting for global and US compliance trends; and Initiating, building and cultivating strong relationships inside and outside the compliance team and be able to navigate and create solutions to solve sophisticated issues while working with various levels of management and business partners. Candidate Requirements Familiarity of or experience in the financial services industry, particularly in the areas of investment adviser or broker/dealer. Ability to quickly learn new technology platforms and adjust to change. Core Values Strong interpersonal, oral, and written communication and collaboration skills with all levels of management Strong organizational skills including the ability to adapt to shifting priorities and meet frequent deadlines, Demonstrated proactive approach to problem-solving with strong judgment and decision-making capability. Self-disciplined, highly resourceful and collaborative team-player, with the ability to also be independently effective and exude initiative and a sense of urgency. Exemplifies our customer-focused, action-oriented, results-driven culture. Forward looking thinker, who actively seeks opportunities, has a desire for continuous learning, and proposes solutions. Ability to act with discretion and maintain complete confidentiality. Dedicated to the firm s values of non-negotiable integrity, valuing our people, exceeding client expectations, and embracing intellectual curiosity and rigor.

Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. To Enhance & Retain customer profitability by capturing a larger share of Wallet. Ensure profitability of the portfolio: Generate high Income per Customer. Acquire new customers who meet product criteria through cross-referral. Actively network and seek referrals to expand the client base and contribute to business growth targets. Marketing and Business Development: Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. This role is to acquire B or B clientele & build a portfolio thereon. Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients. Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients. Financial and Product Expertise: Ensure profitability of the portfolio: Generate high Income per Customer. Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients financial positions. JD Written by JD Approved by

As a fresh inductee into Global Research & Risk Solutions - Fundamental Research you will Get trained in the CRISIL way of doing things - with independence and analytical rigour Develop a habit of tracking the financial environment such as economic developments, company and sector performance - global and domestic Get an opportunity to work with global investment banking/asset management majors within your first year of joining where you will : Work with clients to understand their requirements and perform data search & aggregation to provide nuanced output. Track economic developments, trends in government policy, etc. Track key sector and company related news, and aggregate information Understand various tools and techniques to systematically approach research , asset solutions workflows and acquire expertise and be prepared to formulate opinions. The research and analysis will include creating and maintaining financial models, sector databases, contribution to sections of research reports, performing various asset servicing related activities etc Build and maintain financial models which includes identifying key drivers, forecasting, applying appropriate valuation methodology, earnings update, and model the impact of key events Support the analyst team in authoring research reports which includes writing factual sections, creation of charts and tables and other requirements. Share views on the company/sector. Support investment operations teams with domain centric workflows across asset solutions value chain Get to continuously learn - through structured training programmes which equips candidates with skills required for handling research activities, financial accounting and analysis assignments, as well as on-the-job learning As a fresh inductee into Global Research & Risk Solutions - Fundamental Research you will Get trained in the CRISIL way of doing things - with independence and analytical rigour Develop a habit of tracking the financial environment such as economic developments, company and sector performance - global and domestic Get an opportunity to work with global investment banking/asset management majors within your first year of joining where you will : Work with clients to understand their requirements and perform data search & aggregation to provide nuanced output. Track economic developments, trends in government policy, etc. Track key sector and company related news, and aggregate information Understand various tools and techniques to systematically approach research , asset solutions workflows and acquire expertise and be prepared to formulate opinions. The research and analysis will include creating and maintaining financial models, sector databases, contribution to sections of research reports, performing various asset servicing related activities etc Build and maintain financial models which includes identifying key drivers, forecasting, applying appropriate valuation methodology, earnings update, and model the impact of key events Support the analyst team in authoring research reports which includes writing factual sections, creation of charts and tables and other requirements. Share views on the company/sector. Support investment operations teams with domain centric workflows across asset solutions value chain Get to continuously learn - through structured training programmes which equips candidates with skills required for handling research activities, financial accounting and analysis assignments, as well as on-the-job learning