2826 Investment Jobs - Page 7

As a Customer Success Intern, you will assist our Customer Success team in onboarding new clients, addressing basic support inquiries, and ensuring users get the most out of the Wokelo platform. This is a hands-on opportunity for a recent graduate or current student looking to gain real-world experience in SaaS customer operations. Key Responsibilities: Support the Customer Success team with day-to-day tasks (e.g., responding to user email, tickets). Assist in onboarding new customers: guide users through basic platform setup and provide initial training materials. Help maintain and update knowledge base articles, FAQs, and internal documentation. Monitor user engagement metrics and flag ina...

Manages small client accounts by assessing client needs and making recommendations with available internal staffing resources and Mercer capabilities by applying solid functional and/or technical knowledge and skills. Provides feedback and mentoring as appropriate to more junior colleagues within the client project team. Assists senior consultants in developing new business opportunities with existing clients by customizing pre-existing proposal materials to draft RFPs. Prepares work plans for own tasks and manages self to the completion of those tasks within time, budget, and quality objectives. Performs work in conformance to established client project management methodologies. May provide...

Requisition Id 1642962 The opportunity Senior Analyst-National-Forensics-ASU - Forensics - Investigations Compliance - Bangalore Your key responsibilities Maintaining all the records in system excel depending upon the task. Validation of information documents. Ascertain verification from sources as per client guidelines. Follow up through call or emails with HR SPOC / Institute / Colleges / Universities for closing verifications or calling the candidates to collection information or documents. Coordinate with verification sources and update internal database. Closures of verification checks as per the defined time. Coordination with other operations department for closures (if required) Good...

Requisition Id 1642965 The opportunity Senior Analyst-National-Forensics-ASU - Forensics - Investigations Compliance - Bangalore Your key responsibilities Maintaining all the records in system excel depending upon the task. Validation of information documents. Ascertain verification from sources as per client guidelines. Follow up through call or emails with HR SPOC / Institute / Colleges / Universities for closing verifications or calling the candidates to collection information or documents. Coordinate with verification sources and update internal database. Closures of verification checks as per the defined time. Coordination with other operations department for closures (if required) Good...

Company: Mercer Description: Marsh McLennan India is seeking candidates for the following position based in the Noida This is a hybrid role that has a requirement of working at least three days a week in the office. Specialist Survey Administration (C1) What can you expect The purpose of this role is to work independently, on routine work for markets. The key accountabilities of this role will be to perform quantitative and qualitative analysis on client products and internal projects, ensuring high quality and on-time delivery. The survey analyst will report to project/team manager and will be mentored by Operations leader We will count on you for: Collecting, processing and analyzing data ...

Ernst Young is looking for Consultant - ASU - Forensics - Discovery to join our dynamic team and embark on a rewarding career journey. Support forensic investigations by collecting, analyzing, and preserving electronic evidence in compliance with legal standards.Assist in managing eDiscovery projects, including data identification, processing, review, and production.Conduct forensic imaging of devices, data recovery, and analysis of structured and unstructured data sources.Collaborate with legal teams, investigators, and clients to ensure accurate and defensible reporting.Utilize forensic tools and platforms to perform advanced analytics, uncover patterns, and detect anomalies.Draft technica...

Company: Mercer Description: Mercer is seeking candidates for the following position based in their Pune Office. This is a hybrid role that has a requirement of working at least three days a week in the office. Senior Specialist - Metrics, Analytics Reporting No. of Open roles - 3 What can you expect The Individual calculations team supports insurers of UK Occupational Pension Schemes with individual member calculations including cash commutation, trivial commutations, early retirement, late retirement and transfer value calculations. What can you expect Perform individual member calculations for DB Schemes, member pensions, etc. In-house virtual and in-person training on UK Employee Benefit...

OVERVIEW The Insights product is a new offering for Guidepoints Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enable our clients to make informed decisions. All content features experts from Guidepoint s proprietary global network and is conceptualized and hosted by former investment professionals This position will be based in India and work closely with the Global Healthcare Insights team . Content Creation and Research Coverage: Monitor a coverage universe of public and private companies within the Medtech, Lifesciences tools ...

What is the FTT Global Distribution Data and Insights team responsible for Business data is critical for driving business strategy and business decision making. This job family represents the GAS Distribution Data Management team, who are primarily accountable for providing the requisite data to the GAS Distribution globally. GAS Distribution should reach out to this team as their first port of call for all their data needs. The team comprises resources who are SME in business data and have expertise in the entire data ecosystem. This team is a data horizontal across the many FTT application verticals that help build the GAS Distribution Data ecosystem. This team is techno-functional in natu...

Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Sales, Distribution and Business Development plays a vital role in understanding and meeting customer needs by offering the right solutions through the right channels to the right customer segments. The team is responsible for implementing distribution strategy, driving the delivery of market leading personal banking customer experiences and thereby maximising cu...

Kredence Performance Materials (India) Pvt. Ltd is looking for Finance Executive to join our dynamic team and embark on a rewarding career journey A finance executive is responsible for overseeing an organization's financial planning, reporting, and analysis Key responsibilities include: Developing and implementing financial strategies to support the organization's goals and objectives Preparing and analyzing financial reports, budgets, and projections to provide insights and support decision-making Overseeing financial operations and ensuring compliance with financial regulations and accounting standards Monitoring financial performance and identifying areas for improvement Communicating fi...

Manage the liability product acquisition thru leads from digital channel and propensity bases, delivering our prospective liability clients a superior customer experience Acting as a single point of contact till the customer is on boarded-- Achieve the monthly assigned business targets through effective conversion ratio, right product mix, defined average sourcing value and cross-sales generating fee income across investment, assets and cards Effectively utilize all applications, tools, and databases used to process transparent end to-end client support Proficient with systems related to Banking transactions and services Strictly adhere to the internal control policies and ensure that the or...

Support the European Goods & Products Private Equity Buyout team on all aspects related to investment processes (from sourcing to closing) Perform quantitative and qualitative analysis on investment opportunities and market research, including company valuation and commercial assessment Be part of the investment team, engaged in the whole process of a transaction, and get first-hand exposure to investment decision making of a global leader in private equity investments, including attendance of Partners Group s Investment Committee Thematic Research Support our thematic research efforts within the Goods & Products team (covering the consumer and industrials sectors) from idea generation to se...

Assisting with the preparation of operating budgets, financial statements, and reports. Processing requisition and other business forms, checking account balances, and approving purchases. Advising other departments on best practices related to fiscal procedures. Managing account records, issuing invoices, and handling payments. Collaborating with internal departments to reconcile any accounting discrepancies. Analyzing financial data and assisting with audits, reviews, and tax preparations. Updating financial spreadsheets and reports with the latest available data. Reviewing existing financial policies and procedures to ensure regulatory compliance. Providing assistance with payroll adminis...

Documentation & Record Keeping: Prepare, organize, and maintain all necessary shipping documents, such as bills of lading, customs forms, invoices, and purchase orders. Stakeholder Coordination: Liaise with internal teams (e.g., procurement, logistics), external partners (carriers, vendors), and regulatory agencies to ensure smooth operations and timely deliveries. Shipment Management: Coordinate and track shipments, monitor inventory, and manage the order fulfillment cycle, ensuring products are delivered on time and in good condition. Regulatory Compliance: Ensure all operations comply with national and international trade regulations and customs requirements.

SUMMARY Our client is IT MNC part of one of the major insurance groups based out of Germany and Europe. The Group is spread across 40 countries worldwide, with Over 60,000 employees, focusing mainly in Europe and the Asian subcontinent. Our client offers a comprehensive range of insurances, pensions, investments and other varied financial services by focusing on all cutting edge technologies majorly on Cloud, Digital, Robotics Automation, IoT, Voice Recognition, Big Data science, advanced mobile solutions and much more to accommodate the customers future needs around the globe through supporting millions of internal and external customers with state of-the-art IT solutions to everyday proble...

Greeting from HDFC Bank!! We have an opportunity of Preferred Relationship Manager (Retail Branch Banking) Job Locations: Raipur Chhattisgarh Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name (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 Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by...

About Citco: The market leader. The premier provider. The best in the business. At Citco, we ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the ...

Company Overview: Our exclusive members-only community is designed with a clear purpose: to guide individuals towards achieving financial freedom and reaching the top 1%. We firmly believe that Indias financial services sector is underutilised, and our core strategy revolves around raising awareness through targeted content creation, effectively channelling a high-intent audience towards financial services. As members of our community, our primary commitment shifts towards empowering individuals to embrace the all-encompassing lifestyle enjoyed by the top 1%. This entails: 1. Enhancing their financial returns. 2. Unlocking their full earning potential. 3. Cultivating a robust network of conn...

Role Summary Closing Ratio/Meeting all KPI of team member& Self Negotiate with dealers Large Value Claims handling Avoid cost wastage Workshops Regular training of claims policies Faster settlements Settlement Ratio-97% Investment Ratio-3% Re-open ratio/Segmentation of vehicles Separating the Claims according to Vehicles Conducting Team Meeting with internal and external survey. Re-open of claims should not be cross >2% Key Accountabilities/ Responsibilities Stakeholder interfaces Experience 3-5 years of experience in Motor Claims & Body paint Workshop. Education Preferably Diploma in Automobile, Graduate from MechanicalEngineer Graduate from Any discipline with prior experience in Claims

Company: Mercer Description: We are seeking a talented individual to join our Career Consulting team at Mercer. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office. Senior Consultant - Talent Strategy Consulting We will count you to Lead delivery of projects across Talent solution areas: Workforce and Organization Transformation - Organisation Design and Structuring, Workforce Planning, Job Evaluation, New Shape of Work - Work Redesign, Flexible Working, Re/Upskilling, etc. Talent Management - Competency Framework, Career Architecture, Assessment and Development, Leadership Coaching, Performance Management System...

Greeting from HDFC Bank!! We have an opportunity of Preferred Relationship Manager (Retail Branch Banking) Job Locations: Jaipur Rajasthan Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name (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 Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by in...

As an Advisor at our company, you will play a crucial role in managing investors, understanding their needs, profiling their risk appetite, and constructing investment plans. Your responsibilities will include executing investment plans efficiently, monitoring and reviewing portfolios and financial plans, as well as growing the book. In essence, your role as an Advisor is akin to that of a Rainmaker. To excel in this position, you must possess a Masters degree in Finance with a minimum of 2 years of experience in a related area. Additionally, holding certifications such as NISM Level X and XA, CFP, CFA, or CWM is mandatory. Being an active reader with a broad horizon will further contribute ...

Hi Were Hiring for one of the best Securities company – Relationship Manager / Sr RM / Sr BDM Location: Delhi NCR, Mumbai, Bangalore and multiple locations We’re looking for passionate professionals to join our Broking Channel team as Senior Relationship Managers / Senior Relationship Managers (Branch Sales – RM) . Designation: Assistant Manager / Deputy Manager (Grade E1/E2) Experience: 3–8 years Department: Broking Channel Key Responsibilities: Sell equity-based investment products Assess customer risk appetite & offer suitable investment options Achieve monthly targets Maintain regular reporting to seniors Acquire new clients & deepen existing relationships Requirements: Graduate/Postgrad...

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...