3891 Investment Jobs - Page 6

The Premier Acquisition Manager Business Banking is responsible for acquiring and managing high-value Current Account (CA) customers and driving business banking product penetration The role involves sourcing new-to-bank customers, building family banking relationships, and generating revenue through cross-sell and third-party products The candidate should have strong customer orientation, high energy levels, and prior experience in sourcing and managing business banking clients Achieve business objectives for Retail Liabilities Sales at the branch level, focusing on value, volume, and channel productivity Source and onboard high-value Current Account customers and their family banking relat...

Oversee day-to-day accounting of investment portfolios, including debt, equity, mutual funds, and alternative investments. Ensure accurate and timely recording of all investment transactions as per relevant Indian accounting standards and regulatory frameworks (e. g. , IRDAI, SEBI, RBI). Monitor compliance with investment limits and guidelines. Manage the end-to-end process of tax computation, filing, and compliance for investment-related activities. Stay updated with changes in Indian tax laws and their impact on the business. Lead and coordinate statutory, internal, and tax audits related to investments. Prepare and review audit schedules, support documentation, and responses to audit quer...

Suparnix Technologies is looking for Financial Analyst to join our dynamic team and embark on a rewarding career journey Responsible for analyzing financial data, interpreting trends, and preparing reports to provide insights to management Developing financial models to forecast future financial performance, analyze investment opportunities, and provide insights into potential risks and opportunities Collaborate with other teams to create and manage budgets, track spending, and ensure that all spending is within the allocated budget Providing advice to management on financial matters, including investment strategies, risk management, and cash flow management Responsible for conducting resear...

Kotak Mahindra Bank Limited is looking for Portfolio Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales to join our dynamic team and embark on a rewarding career journey Collaborate with cross-functional teams to achieve strategic outcomes Apply subject expertise to support operations, planning, and decision-making Utilize tools, analytics, or platforms relevant to the job domain Ensure compliance with policies while improving efficiency and outcomes Disclaimer: This job description has been sourced from a public domain and may have been modified by Naukri.com to improve clarity for our users. We encourage job seekers to verify all details directly with the employer via their of...

You will be responsible for conducting consultative analytics and creating executive level recommendations for business partners and line finance. You will also provide a broad range of ad hoc analytical support as needed. The analyses and insights delivered are critical components to drive business planning and ongoing decision making. The Value You Deliver Providing analyses and strategic recommendations to team, management, and business partners Synthesizing data, analyses, and conclusions into self-service dashboards or presentations for senior management Finding opportunities to streamline work processes to make the team more efficient and effective Proactive partnership and communicati...

Takes care of Valuation. Feasibility Study of project. Primary responsibility - executing and overseeing the delivery of assignments. Secondary responsibility - business development support and collections. Represent Colliers advisory to clients for presentations and BD pitches. Clear understanding and identifying objectives of clients. Develop business models and financial projections on the basis of the understanding of the market dynamics and clients business. Articulate and present reports/ deliverables to the Client. Undertake research into specific industry sector, markets, and competitors through secondary sources and primary interactions. Understand and develop knowledge of the relev...

Job description Note: Only Candidates from Other State can Apply Mess Facility Available at Site Candidate who are ready to relocate may only apply Job Ex-servicemen Relocate , Apply . Documents required - 1) Discharge Book 2) ESM ID card 3) PPO 4) Police Verification 5) Pan Adhaar Card 6) Cancelled Cheque / Bank Account Passbook

Job description Note:- Good Management Skills, Computer Knowledge are Required. Candidate with Good Communication Skills Required. Key Responsibilities:- Conduct regular patrols (interior/exterior) to maintain a visible presence and detect safety or security hazards. Monitor and manage entry points, verify identification, and control access for all personnel, visitors, and vehicles. Respond immediately to alarms, emergencies, disturbances, and suspicious activities, taking appropriate action as per protocol. Operate and monitor all CCTV, alarms, and surveillance systems; report and troubleshoot malfunctions.

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Nagpur Looking for Wealth RM / HNI candidates who have good 6+ years of experience in banking industry and having a personal AUM of 75 - 100 Cr + Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : Slabs 150, 200, 250 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are met - Measured by achievement over targetBanking Targets Individual (10%)- Ensure banking targets are met with of focus on defined income objectives...

Build and maintain strong relationships with clients and distributors Generate new business by acquiring clients Share client feedback and calling updates Promote Mutual Fund schemes Achieve sales targets Ensure sales across all product categories Required Candidate profile Graduate or Postgraduate in Finance, Commerce, or related field. Experience in sales of Mutual Fund or any financial product Goal-oriented with strong relationship-building skills. Perks and benefits Incentive and RNR

Build and maintain strong relationships with clients and distributors Generate new business by acquiring clients Share client feedback and calling updates Promote Mutual Fund schemes Achieve sales targets Ensure sales across all product categories Required Candidate profile Graduate or Postgraduate in Finance, Commerce, or related field. Experience in sales of Mutual Fund or any financial product Goal-oriented with strong relationship-building skills. Perks and benefits Incentive and RNR

PRIMARY FUNCTIONS AND RESPONSIBILITIES Perform and assist in ongoing compliance testing in all compliance areas, including inside information and safeguarding of material non-public information, code of ethics, code of conduct, conflicts of interest, marketing and advertising Conduct electronic surveillance and review supporting documentation to prepare detailed testing workpapers that substantiate findings and outcomes Identify compliance risks and control deficiencies, recommend corrective actions and enhancements based on test results Collaborate with Compliance professionals and other internal constituents in execution of testing of Compliance policies QUALIFICATIONS Education: Bachelor ...

Position Overview Position Title Relationship Manager - AUM Department Direct Distribution Level/ Band Officer Role Summary : The Associate Relationship Manager (ARM) is responsible for driving sales and achieving business targets related to life insurance products. They lead a team and collaborate closely with them to meet sales goals. The ARM plays a crucial role in expanding TATA AIA s customer base and ensuring timely policy issuance. Organizational Relationships Reports To Sales Manager Supervises Part Time Hires Job Dimensions Geographic Area Covered Location Specified Stakeholders Internal DSF, Stakeholder, Operations Stakeholders External Vendor, Customers, Hires Key Result Areas Bus...

Intern Compliance, Governance Accounting - Dematerialisation (AIFs) Location: GIFT City, Gandhinagar, Gujarat, India Reporting to: Lead - Compliance Transaction Duration: 3 6 months (extendable to larger opportunities, based on performance) About SucSEED Indovation Fund SucSEED Indovation Fund is a SEBI-registered Category I Alternative Investment Fund (AIF) focused on early-stage investments in innovative and high-growth companies. We operate in domestic and international markets and are committed to best-in-class governance, compliance, and investor protection. We also have a license to operate as FME in the GIFT City, Gujarat, leading to potential VC Scheme for international investors. Ro...

As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong ficial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products. You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management. You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction. The role also invol...

Responsibilities Role Description: The Associate Manager role will be responsible for managing the day-to-day activities of for retirement product operations/ financial transactions team. Incumbent will assist in the implementation and ongoing management of operations strategies, policies, and procedures across Principals product structure. This position must effectively communicate and partner with Pune and US stakeholders. Key Responsibilities : Develop, coach and motivate staff in an environment that embraces change, fosters focus, teamwork, efficiency, timeliness and results that are measured and recognized. Instil a sense of energy, ownership, and personal commitment to work and the bus...

The Premier Acquisition Manager Business Banking is responsible for acquiring and managing high-value Current Account (CA) customers and driving business banking product penetration. The role involves sourcing new-to-bank customers, building family banking relationships, and generating revenue through cross-sell and third-party products. The candidate should have strong customer orientation, high energy levels, and prior experience in sourcing and managing business banking clients. Achieve business objectives for Retail Liabilities Sales at the branch level, focusing on value, volume, and channel productivity. Source and onboard high-value Current Account customers and their family banking r...

Role Summary and Impact As part of the Global Operations Centre (GOC) , you will work closely with teams across the United States, Europe, and Asia to deliver high-impact solutions in a collaborative, multicultural environment. We are looking for an Executive Social who will: Make Strategies and Planning Execution and Optimization for Paid campaigns across social media platforms Create Performance reports review deck for clients Understand the projects and clients requirements deliver accordingly Coordinate with cross functions to deploy campaigns Skills and Experience If this opportunity looks right for you, we are looking for candidates who have: Graduation or Post Graduation Degree in Any...

About Fyle (now part of Sage)Fyle is now part of Sage, a global leader in accounting and business management software. Together, we re building a global expense management solution that simplifies how businesses track, approve, and reconcile spending. About the RoleAs an Associate Customer Success Consultant (Onboarding) at Fyle, you will play a critical role in helping customers realize value from their investment in Fyle. You will work closely with Customer Success Consultants, and cross-functional teams to support customers through the onboarding process, ensuring they have a smooth experience and reach go-live successfully. Why Join Fyle x SageYou ll define the next-generation frontend a...

Role & responsibilities Assist in researching equity, mutual funds, insurance , SIP and other investment products. Investment product Sales. Participate in regular training to build financial product knowledge Preferred candidate profile Graduate Experience in sales of Investment products (if any)

Operations Executive Experience : 1-2 Years Job Description Operations team plays a crucial role in making sure every clients investment journey is smooth, accurate, and timely. What Youll Be Doing: As an Operations Executive, you will work behind the scenes to support Relationship Managers and ensure all client investment-related tasks are handled efficiently. Your role includes: Handling all account opening formalities, KYC checks, and documentation for client investments. Coordinating with clients to collect documents, resolve queries, and follow up on pending requirements. Executing mutual fund, SIP, insurance, and other investment transactions as per client instructions. Working on MIS ...

About WPP Media WPP is the creative transformation company. We use the power of creativity to build better futures for our people, planet, clients and communities. For more information, visit wpp.com. WPP Media is WPP s global media collective. In a world where media is everywhere and in everything, we bring the best platform, people, and partners together to create limitless opportunities for growth. For more information, visit wppmedia.com At WPP Media, we believe in the power of our culture and our people. It s what elevates us to deliver exceptional experiences for both our clients and each other. In this role it will be critical to embrace WPP & WPP Media s shared core values: Be Extrao...

About WPP Media WPP is the creative transformation company. We use the power of creativity to build better futures for our people, planet, clients and communities. For more information, visit wpp.com. WPP Media is WPP s global media collective. In a world where media is everywhere and in everything, we bring the best platform, people, and partners together to create limitless opportunities for growth. For more information, visit wppmedia.com At WPP Media, we believe in the power of our culture and our people. It s what elevates us to deliver exceptional experiences for both our clients and each other. In this role it will be critical to embrace WPP & WPP Media s shared core values: Be Extrao...

Job summary Cognizant is seeking an Associate Director Marketing Lead for Enterprise Platform Services to drive awareness for our solution capabilities and help originate new opportunities within this service line. This role is based in India and will have an immediate impact on the organization by combining aspects of messaging positioning branding and capability awareness generation. Responsibilities Develop marketing strategies in close alignment with service line leadership for key Enterprise platform areas including SAP Workday Oracle Pega etc Maintain a strong grasp of technology developments buyer personas our go to market strategy and competitive dynamics. Serve as the go to marketin...

This is your opportunity to work on diverse client projects, collaborate with talented teams, and influence product development through your insights. you'll gain exposure to cutting-edge financial technology, develop strong product knowledge, and contribute to solutions that make the investment industry better connected and better informed. Your key responsibilities as a Client Business Analyst will include: Work on creating and updating websites, implementing changes as required. Collaborate with project management teams to ensure smooth execution and alignment with client requirements. Configure and maintain templates for feeds, factsheets, and websites. Analysing and capturing detailed c...