2826 Investment Jobs - Page 8

This is an Internal document. Job Title: Relationship Officer - 811 Digital Sales Grade: M1 Job Role- . 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 ne...

This is an Internal document. Job Title: Relationship Officer - 811 Digital Sales Grade: M1 Job Role- . 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 ne...

This is an Internal document. Job Title: Relationship Officer - 811 Digital Sales Grade: M1 Job Role- . 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 ne...

This is an Internal document. Job Title: Relationship Officer - 811 Digital Sales Grade: M1 Job Role- . 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 ne...

This is an Internal document. Job Title: Relationship Officer - 811 Digital Sales Grade: M1 Job Role- . 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 ne...

Post : Senior Relationship Manager Build and maintain customer pipeline through field visits & referrals Handle documentation, policy issuance & after-sales support Collaborate with branch staff to drive sales growth Required Candidate profile Any Graduate Min. 2 year Banking / Insurance Sales Very Good communication skills Target-driven & self-motivated Strong relationship-building skills Contact : 9099110876 HR Sumeet Perks and benefits Incentive + PF + Mobile with Several

This is an Internal document. Job Title: Relationship Officer - 811 Digital Sales Grade: M1 Job Role- . 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 ne...

This is an Internal document. Job Title: Relationship Officer - 811 Digital Sales Grade: M1 Job Role- . 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 ne...

Responsible to fulfil the financial needs of the Clients. Acquisitions of New Clients for multiple financial products which includes portfolio management, Mutual Funds, Share market, financial planning, NPS etc. Making sound marketing strategies for client acquisition and retention. Ensuring client satisfaction by building good relationship with clients. Active participation in business planning with your team members. Keeping record of clientele. Preferred candidate profile Excellent Communication skills (Verbal as well as Written) Proactive. Must be Graduate. Knowledge of Financial products. Must have own conveyance.

SUMMARY Job Title: Product Analyst --- Job Summary: We are looking for a seasoned Product Owner with deep domain knowledge in investment management to lead the development of technology solutions that support portfolio management and client reporting. The ideal candidate will bridge the gap between investment professionals and technology teams, driving innovation and efficiency across the investment lifecycle. --- Key Responsibilities: Strategic Product Leadership Define and communicate the product vision and roadmap for investment management platforms. Align product development with business goals, regulatory requirements, and client expectations. Stakeholder Collaboration Partner with port...

Job Summary We are seeking a highly skilled and motivated individual to join our team as a Senior Financial Analyst in the Financial Planning & Analysis (FP&A) department. As a Senior Financial Analyst, you will play a key role in driving the financial performance and strategic decision-making of our organization. Your primary responsibility will be to analyze financial data, provide valuable insights, and collaborate with cross-functional teams to support business objectives. Job Requirements Essential Functions: Financial Analysis: Conduct thorough financial analysis, including but not limited to budgeting, forecasting, variance analysis, and financial modeling. Identify trends, risks, and...

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relatio...

This is an Internal document. Job Title: Relationship Officer - 811 Digital Sales Grade: M1 Job Role- . 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 ne...

This is an Internal document. Job Title: Relationship Officer - 811 Digital Sales Grade: M1 Job Role- . 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 ne...

Position: Field Sales Executive Location: Kerala CTC: Up to 3.00 5.50 LPA + Incentives (depending on location & experience) Key Responsibilities: Generate leads and acquire new customers through field visits. Maintain customer relationships and ensure client satisfaction. Achieve sales targets and contribute to business growth. Provide daily/weekly sales updates to the manager. Requirements: Minimum 1 year of experience in LI is mandatory. Strong local network in Kerala. Good communication and convincing skills. Immediate joiners preferred. How to Apply: Shraddha P. | +91 84888 33693

Position: Sales Manager Location: Kerala CTC: Up to 3.00 5.50 LPA + Incentives (depending on location & experience) Key Responsibilities: Generate leads and acquire new customers through field visits. Maintain customer relationships and ensure client satisfaction. Achieve sales targets and contribute to business growth. Provide daily/weekly sales updates to the manager. Requirements: Minimum 1 year of experience in LI is mandatory. Strong local network in Kerala. Good communication and convincing skills. Immediate joiners preferred. How to Apply: Shraddha P. | +91 84888 33693

This is an Internal document. Job Title: Relationship Officer - 811 Digital Sales Grade: M1 Job Role- . 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 ne...

This is an Internal document. Job Title: Relationship Officer - 811 Digital Sales Grade: M1 Job Role- . 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 ne...

What will your essential responsibilities include Review reference data attributes of Fixed Income Bonds (ABS, MBS, Corporate Bonds Term loans, Sovereign Bonds), Listed Equity, Private Credit and Private Equity and work with data vendor & accounting team to record accurate data points across systems. Analyze Investment holdings report, review key data points like Security Classifications, Ratings, Analytics, book yields etc. Establish good understanding of data feeds from market data providers like Bloomberg etc. Identify defects in data and ensure they are logged appropriately and work with relevant teams to ensure resolution. Support and liaise for new data requirements for internal and ex...

Designation - Branch Manager Location - Dhanbad Ctc - Upto 10 Lacs Experience - Minimum 5 yrs experience in AMC Candidates with strong communication skills, product knowledge from AMC background preferably handling IFA channel, Banking Channel & NDs

You are a self-motivated and self-driven individual with a passion for financial products and the stock market. You have a good understanding of various financial products, including mutual funds, stock markets, investment strategies, futures, and options. This on-site job is located at Netaji Subhash Place, Pitampura, Delhi. **Role Overview:** As part of this role, your key responsibilities will include: - Analyzing various financial and investment products. - Demonstrating a deep understanding of mutual funds, insurance products, and other financial investment products. - Conducting analysis on various mutual funds and evaluating their past performance. - Researching identified shares. - P...

As a Wealth Relationship Manager at a reputed company in India, your role will involve: - Building and maintaining strong, long-term relationships with a portfolio of high-net-worth clients. - Understanding clients" financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions. - Conducting regular portfolio reviews and recommending adjustments based on market conditions and client needs. - Working closely with internal product specialists (investment advisors, insurance experts, etc.) to deliver comprehensive financial solutions. - Proactively identifying new business opportunities through referrals, networking, and cross-selling. - Staying up...

Role Overview: As an Operations Team Leader at Pune, India, you will be responsible for managing the day-to-day activities of the Reconciliation process. Your role as a First Level Manager involves serving as a People Manager with strong Subject Matter Expertise to resolve queries from team members and external parties. Working closely with the team members, AVP/VP, resolving parties, and external custodians, you will aim to keep the number and value of ageing Cash & Position breaks under control. Key Responsibilities: - Deep understanding of the Reconciliation process and the associated Investment and Accounting Book of Records. - Knowledge of Swifts/internal feeds related to the Reconcilia...

- Accountable for acquisition of High net worth clients. - Responsible for identifying customer needs and assessing their risk appetite. - Responsible for cross selling products like Mutual funds, PMS etc. to the existing set of customers. Required Candidate profile - 5+ years of experience in managing wealth products. - Strong networking skills to expand client base and generate referrals within HNI Community.

Role Summary and Impact : We are currently looking for a Executive - Non Biddable . In this role, the candidate should be proficient to create integrated media solutions and responsible for handling day to day operations. Interact with all the Strategic Units & ensure smooth functioning of the team & processes. Responsibilities: Understand the category and brand objectives for the year WPP Media Activation Specialist team is accountable for tactical planning and implementation for a set of clients WPP Media Activation Specialist team to understands clients brand identity, WPP Media Agency s deliverables and campaign KPI s Understand the campaign brief received from Agency Planner / WPP Media...