5001 Investment Jobs - Page 6

The purpose of this role is to implement and execute Paid Social campaigns, in line with the agreed strategy, to maintain, develop and exceed client performance targets. Job Description: Key responsibilities: Provides day to day implementation, optimisation and upload of client campaigns through direct input and supervising junior staff Liaises with vendors and third party reps to maintain and develop relationships and build knowledge of new features and betas Interprets performance reports to provide actionable insights and analysis to meet campaign objectives Coaches and develops junior staff, supervising their projects and day to day activities Provides accurate client communication that ...

Roles and Responsibilities Work closely with Legg Mason for oversight of fund administration Monitor and manage service level quality of third party providers such as the custodian, fund administrator, and transfer agent Perform necessary daily and monthly checks and controls for the mutual funds Provide accounting reports for internal and external clients Coordinate year-end audits with Legg Mason, Auditor, and custodian Attend to daily inquiries from internal or external clients on the mutual funds Manage and execute instructions on trade orders on behalf of WA funds and clients Reconcile cash, futures & options, swaps, net assets, performance, etc. against the custodian, third party admin...

Achieve monthly & quarterly sales targets Lead & guide the sales team to improve performance Generate new business opportunities Conduct field visits, meetings, and follow-ups Analyze market trends and provide feedback to management Required Candidate profile Mini 1–2 years of experience in any sales field Strong communication & leadership skills Target-oriented Graduation preferred Local candidates preferred For more details: Priyansi – 8160174117

Identify and approach potential customers Promote and sell company products or services Achieve monthly and quarterly sales targets Maintain strong customer relationships Conduct follow-ups and field visits Required Candidate profile Minimum 1 year of experience in any sales field Good communication and interpersonal skills Target-oriented and self-motivated Graduation preferred For more details, contact: Priyansi – 8160174117

SUMMARY Job Opening: IT Business Analyst (BA) - Insurance/BFSI Location Powai, Mumbai About the Client Our client is a part of a major insurance group based in Germany and Europe, with a global presence in 26 countries and over 40,000 employees. They specialize in providing a comprehensive range of insurances, pensions, investments, and financial services, leveraging cutting-edge technologies such as Cloud, Digital, Robotics Automation, IoT, Voice Recognition, and Big Data science. Job Description Designation Business Analyst - Insurance/BFSI Experience 3+ years Notice Period Immediate to 45 days Requirements Requirements: Strong experience in general or life insurance or BFSI Proficiency in...

Role & responsibilities Responsible for acquiring preferred clients (Affluent & Super Affluent). Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients. Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio. Deepening the wallet from existing clients. Track the Affluent & Super Affluent Client segment in the market for new client acquisition. Research, investigate and update themselves on available investment opportunities/financial market trends. Coordinate with product and research team (Centralize CFP Team) for taking investment decisions for the clients. Conduct and assis...

Description: Own the capital planning product strategy. Build tools that help governments and enterprises plan budgets, prioritize investments, and allocate capital using structured financial logic and AI-driven decision support. Onsite presence is essential Key Responsibilities Define roadmap for capital planning, portfolio prioritization, and forecasting. Uphold a high bar for clarity, execution discipline, and product quality. Translate financial models (NPV, IRR, scoring frameworks) into product features. Build AI/ML capabilities for scenario simulation, anomaly detection, ROI forecasting, and cycle-time reduction. Use data and customer insights to make high-quality product decisions and...

About Company Founded in 2011, ReNew, is one of the largest renewable energy companies globally, with a leadership position in India. Listed on Nasdaq under the ticker RNW, ReNew develops, builds, owns, and operates utility-scale wind energy projects, utility-scale solar energy projects, utility-scale firm power projects, and distributed solar energy projects. In addition to being a major independent power producer in India, ReNew is evolving to become an end-to-end decarbonization partner providing solutions in a just and inclusive manner in the areas of clean energy, green hydrogen, value-added energy offerings through digitalisation, storage, and carbon markets that increasingly are integ...

Work on company-provided leads Contact and visit assigned leads to close sales Promote and sell bank products to customers Achieve daily and monthly sales targets Maintain customer follow-ups and relationships Required Candidate profile Graduation in any discipline Min 1 year exp in sales in Banking/Credit card/BFSI/Loan/Insurance preferred Good communication and negotiation skills Kevisha : 88490 20556

Function: Fund Services Job Type: Permanent Location: Bangalore Shift: Night Shift Work Mode: Hybrid Position: This position is for a member of the client facing fund services team catering to Global Hedge Fund, Private Equity & Debt Fund clients. The fund services team deals with complex fund structures along with multiple asset classes across jurisdictions with specialized accounting services. Responsibilities: Knowledge of private equity/ debt fund structures designs & hierarchies, Special purpose vehicles, standalone funds, master-feeder funds and the role of each entity in the fund structure Knowledge on the role of Investors classes, GP class, carry class, Affiliated / Non-affiliated c...

We are seeking a skilled Financial Modelling Analyst to join our dynamic real estate team at Ahmedabad . This role is critical in supporting teams located across India in making informed decisions by building robust, data-driven financial models that evaluate property acquisitions, developments, mortgage requirements, and portfolio performance. If you have a passion for numbers and real estate, and enjoy transforming complex data into actionable insights, this is an exciting opportunity to contribute to strategic growth in a fast-paced industry. Key Objectives Develop and maintain comprehensive financial models to support real estate investment, development, and financial structuring decisio...

Key Responsibilities: Site Leadership : Act as the primary person-in-charge for security operations at a specific client location Man-Management : Supervise, discipline, and manage the daily deployment of security guards and supervisors. Roster Management : Create and oversee duty rosters to ensure 24/7 manning of all posts without shortage. Standard Operating Procedures (SOPs) : Implement and enforce "Site Instructions" to ensure all security protocols are strictly followed. On-the-Job Training (OJT) : Conduct regular "side-by-side" training on drill, gate management, and emergency response. Client Liaison : Maintain a professional relationship with the client s Facilities Manager and resol...

Key Responsibilities Patrol assigned areas regularly to deter and detect signs of intrusion, vandalism, or unsafe conditions. Monitor surveillance systems, alarms, and access control systems. Control entry and exit of employees, visitors, and vehicles; verify identification where required. Respond promptly to security incidents, emergencies, and alarms. Report and document incidents, accidents, and suspicious activities accurately and in a timely manner. Enforce company rules, regulations, and security procedures. Assist during emergencies such as fire, medical incidents, evacuations, or natural disasters. Conduct security checks of doors, gates, windows, and equipment. Coordinate with law e...

The intern will support the sales and distribution of mutual fund schemes by assisting in investor outreach, lead follow-ups, client communication, and onboarding processes.

About Us We are a rapidly growing financial services firm focused on delivering customized investment solutions to HNIs and UHNIs. Our offerings span equity, mutual funds, PMS, AIFs, structured products, and other wealth management instruments. We are expanding our team and looking for high-performing Wealth Managers to lead our client acquisition and relationship management efforts. Key Responsibilities - Acquire and manage HNI/UHNI clients with a focus on long-term wealth creation and relationship management. - Develop and maintain an AUM of INR 50 Cr and above. - Provide end-to-end investment advisory services across equity, mutual funds, PMS, AIFs, NCDs, bonds, and structured products. -...

Hiring || RM- Mutual Funds Sales - Banca channel ON Role Minimum 1 Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. UTTAM - 9949101406 Call / WhatsApp. your resume Share updated resume:- uttam@avaniconsulting.com No charges.

Achieve sales targets & monitor team performance Coordinate with clients & respond to inquiries Assist in training & guiding the sales team Generate leads & follow up with potential clients Support onboarding and continuous development of sales team Required Candidate profile Graduation is mandatory Required local Candidate 1+ years of experience in any field sales Willing to do field work Good communication and interpersonal skills

Generate sales through field visits and customer interactions Achieve monthly and quarterly sales targets Identify new customers and expand market coverage Maintain strong relationships with existing clients Required Candidate profile Graduation in any discipline 1–3 years of experience in field sales Good communication and negotiation skills 9904750213 - Nisha

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@gmail.com

SUMMARY Job Opening: IT Business Analyst (BA) - Insurance/BFSI Location Powai, Mumbai About the Client Our client is a part of a major insurance group based in Germany and Europe, with a global presence in 26 countries and over 40,000 employees. They specialize in providing a comprehensive range of insurances, pensions, investments, and financial services, leveraging cutting-edge technologies such as Cloud, Digital, Robotics Automation, IoT, Voice Recognition, and Big Data science. Job Description Designation Business Analyst - Insurance/BFSI Experience 3+ years Notice Period Immediate to 45 days Requirements Requirements: Strong experience in general or life insurance or BFSI Proficiency in...

Promote products in local markets Conduct small awareness sessions and activities Capture prospect details and generate leads Coordinate meetings with executives Meet lead generation targets Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Visit assigned areas to meet potential customers Explain insurance plans and benefits clearly Generate leads through referrals & local contacts Maintain follow-up and conversion records Achieve daily and monthly sales targets Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Role & responsibilities Responsible for acquiring preferred clients (Affluent & Super Affluent). Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients. Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio. Deepening the wallet from existing clients. Track the Affluent & Super Affluent Client segment in the market for new client acquisition. Research, investigate and update themselves on available investment opportunities/financial market trends. Coordinate with product and research team (Centralize CFP Team) for taking investment decisions for the clients. Conduct and assis...

Job description Job Description: Area Head Signature Banking Education :MBA / Post Graduate Degree in Financial/Accounting/ Banking, Marketing or equivalent AMFI / NISM certified Experience : 8+ years work experience in High Net worth Client Handling & Acquisition Experience in managing teams will be preferred Key Skills : Sales Management, Strong interpersonal and communication skills English &Vernacular Exceptional leadership and team management skills Good networking skills ability to start relationships and guild rapport Ability to plan and deliver business goals Experience in financial services good knowledge of wealth management, TPP, Assets domain Process Orientations self-discipline ...

Work at a branch to promote and sell life insurance policies to walk-in and existing customers, branch-provided leads, and by generating your own leads. Customer visits in the market or field may be required as part of the sales process. Required Candidate profile Designation: Associate Manager Education: Graduate in any stream Age Limit: 23 to 38 Years Experience : 1 Year Banking Sales Experience