5010 Investment Jobs - Page 48

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 recor...

Role Purpose Responsible for ensuring a detailed understanding of the Global Corporate Functions reported ficial results, including KPIs, Capital plans, requirements and reporting, Preparation of reports, presentations and analysis for the Corporate Functions Fice Business Partners. Responsible for maintaining an in-depth understanding of the Functions Ficial Plan, Excellence in Budgeting & Planning (EBP). This will be attained through an in-depth analysis of strategic initiatives and alternatives, market outlooks, and enterprise value drivers. Key Accountabilities Monitor and understand results, outlook and trends and to advise the FBP on issues and actions recommended. Conduct monthly and ...

Leadership & Management: Lead a dedicated team in the India region, fostering a culture of compliance and continuous improvement. Collaborate with global counterparts to ensure alignment and consistency in compliance practices. Regulatory Compliance Oversight: Establish and maintain robust compliance frameworks for import, export, and export control across all TD SYNNEX companies in the India region. Represent regulatory compliance matters in India Senior Management and Legal forums. Import Compliance: Oversee import compliance in India, coordinating closely with the Global Director of Import Compliance coordinating on policy, procedures. Develop and implement duty deferral and mitigation pr...

Work with product managers to identify appropriate KPIs to measure strategic product investments. Operationally instrument prioritized product KPIs across a multitude of sources to track impact. Source data using SQL and other data querying approaches to support KPI instrumentation. Compile and distill raw product KPI data into actionable insights. Build / augment self-service Power BI dashboard with a diverse set of product impact signals. Recommend product optimization actions to Product Managers based on analysis of observed product signals. EDUCATION/EXPERIENCE Bachelor s in Engineering, Statistics, Computer Science, Economics, or similar. 6-10 years in Product, Business, or Data Analyti...

Develop and execute the go-to-market SEO strategy for each new international market, from initial research to successful launch. Own the delivery of organic growth (search & LLMs) in our emerging markets, identifying foundational content opportunities that resonate with new customers. Conduct in-depth market, competitor, and keyword research to build a prioritized content roadmap that validates market viability. Manage the initial content production by working with internal teams and external resources to publish our foundational content. Drive the generation of qualified online signups and leads to acquire our first customers and prove the potential of new regions. Measure, analyze, and rep...

Pre-sales / business development support Work directly or with the designated account manager(s) to engage clients / prospective clients and prepare proposals as well as lead the pitch with them Develop, structure and present proposals / concept notes based on client needs Development of thought leadership articles / webinars / participation in events to support brand visibility and business growth Project Fulfillment and Project Management Lead project fulfillment and manage projects to ensure client expectations are met within stipulated timelines with high levels of engagement. Key role in delivering projects on time with a high degree of quality to achieve high customer satisfaction / NP...

Updating the shareholders register of the investment funds under administration; Collecting the subscription documents and KYC documents of new investors; Ensuring timely SEBI/MCA/RBI filings, coordinating valuation and audit (annual audit, periodic valuation by independent valuer.) , and facilitating trustee meetings Managing KYC/AML, FATCA/CRS, and other regulatory checks during onboarding; Act as compliance officer (mandatory appointment) ensures SEBI/MCA/RBI filings, KYC/AML/FATCA/CRS, insider trading & conflict monitoring. Liaising with the group compliance department in connection with the investors acceptance process; Liaising with external service providers and stakeholders in connec...

Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities Officer Sales are responsible for selling banking and investment products and services to customers based on their needs They are also responsible for handling customer queries to ensure customer satisfaction This is a pure sales job and involves daily customer reach-outs & travelling Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Achieve sales target...

Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities Officer Sales are responsible for selling banking and investment products and services to customers based on their needs They are also responsible for handling customer queries to ensure customer satisfaction This is a pure sales job and involves daily customer reach-outs & travelling Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Achieve sales target...

Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities Officer Sales are responsible for selling banking and investment products and services to customers based on their needs They are also responsible for handling customer queries to ensure customer satisfaction This is a pure sales job and involves daily customer reach-outs & travelling Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Achieve sales target...

Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities Officer Sales are responsible for selling banking and investment products and services to customers based on their needs They are also responsible for handling customer queries to ensure customer satisfaction This is a pure sales job and involves daily customer reach-outs & travelling Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Achieve sales target...

Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities Officer Sales are responsible for selling banking and investment products and services to customers based on their needs They are also responsible for handling customer queries to ensure customer satisfaction This is a pure sales job and involves daily customer reach-outs & travelling Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Achieve sales target...

Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities Officer Sales are responsible for selling banking and investment products and services to customers based on their needs They are also responsible for handling customer queries to ensure customer satisfaction This is a pure sales job and involves daily customer reach-outs & travelling Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Achieve sales target...

Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities Officer Sales are responsible for selling banking and investment products and services to customers based on their needs They are also responsible for handling customer queries to ensure customer satisfaction This is a pure sales job and involves daily customer reach-outs & travelling Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Achieve sales target...

Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities Officer Sales are responsible for selling banking and investment products and services to customers based on their needs They are also responsible for handling customer queries to ensure customer satisfaction This is a pure sales job and involves daily customer reach-outs & travelling Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Achieve sales target...

Investment Sourcing & Appraisal, Due Diligence, Financial Accounting & Audit Management, Operational Management, Valuation & Financial Modelling, Regulatory & Compliance Knowledge

Work within the Asset Management team, in conducting assessment the bank s loan book to support portfolio growth & assist with client retention. Support strategic discussions by analyzing data from multiple sources and preparing insights for management. Collaborate with the portfolio management team to identify additional lending opportunities and cross-sell opportunities within the existing customer base. Contribute to strategic projects that require a blend of financial analysis, business strategy, and market understanding. Bring an entrepreneurial mindset, take ownership of your work, and collaborate effectively with diverse stakeholders to drive actionable outcomes. Desired qualities and...

Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

As a Relationship Officer for Kotak 811 Digital Sales, you will be responsible for acquiring new customers through open market activities and driving sales of ficial products This is a high-energy, field-based role focused on building relationships, achieving sales targets, and expanding the bank s digital footprint Conduct 100% field-based customer acquisition for Savings and Current Accounts throughCanopy and Umbrella activitiesCold callingReferrals and open market sourcingDrive cross-selling of ficial products such asLife Insurance (LI)General Insurance (GI)Systematic Investment Plans (SIP)Personal Loans (PL)Fixed Deposits (FD)Work within assigned geographical areas (mapped by pin code) t...

Were responsible for the delivery of collateral and margin management for UBS investment bank across all product lines. This helps mitigate credit risk exposure that UBS or our counterparties face and increasingly impacts the regulatory capital that UBS has to hold and the bank s overall cost of funding You ll be working in the Global Collateral management operations team. 1. Able to think creatively, flexibly and think logically to solve problems 2. Mindset for Digital transformation and improving processes, supporting Global change initiatives 3. Confident working inclusively with a range of stakeholders and build relationships 4. Knowledge and exposure of Global Markets Operations, produc...

Who We Are MassMutual India Since 1851, MassMutual s commitment has always been to help people protect their families, support their communities, and help one another. Therefore, we want to inspire people to Live Mutual. We at MassMutual value diversity and inclusion. We re people helping people A career with us means you will work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are the foundation of what makes MassMutual a strong, stable, and ethical business. We seek and value unique and varied perspectives and experiences because we believe we are stronger when all voices are heard. We invite you to bring your bright, innovative i...

The purpose of this role is to provide support to the senior team, taking responsibility for all administrative tasks within the team to ensure campaigns run smoothly and to plan. Job Description: Key responsibilities: Effectively runs the day to day planning on key accounts Builds and develops media owner relationships in order to drive market leading planning for clients Works with other departments to ensure a campaign goes live on time through the use of best practice and adherence to Service Level Agreement s Uses understanding of commercial opportunities and trading focuses to ensure investment is guided towards the most appropriate partners Location: Gurugram Brand: Iprospect Time Typ...

Job Title- IND Analyst I Wealth PA Operations Solution Line- Wealth Position type- Full Time Work Location- Gurgaon Working style- Hybrid Cab Facility- Yes Shift Time 12PM to 9PM People Manager role: No Required education and certifications critical for the role- Graduate Fresher (Except technical graduates) Required years of experience 0-1 year of relevant experience AON IS IN THE BUSINESS OF BETTER DECISIONS At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are committed as one firm to our purpose, united through trust as one inclusive, diverse team and we are passionate about helping our colleagues and clients succ...

**Greetings from Edelweiss Life Insurance Company Limited ! We are hiring experienced candidates for the post of Relationship Manager (RM/SRM/ERM) for our Catholic Syrian Bank Channel. JOB LOCATIONS : Payyanur, Thalassery, Valanchery, Areecode, Kottayi, Thrissur town. Role & responsibilities 1. Cross selling of Life insurance products to the bank customers at the bank centres. 2. Creating a good rapport with the bank staffs for effective lead generation & conversion Preferred candidate profile 1. Should be a graduate with minimum 1 year of sales experience in Insurance/Banking/ BFSI industry. 2. Should be aware of Life Insurance industry. 3. Should be ok to travel(branch visit & customer cal...

Mega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager @Chennai, Madurai, Thiruvananthapuram 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, Madurai, Thiruvananthapuram Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 30+ 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 c...