3891 Investment Jobs - Page 9

Job Profile: Job Location: Jaipur Role Name: Investment Specialist - Branch Banking / Affluent Ownership of the investment target of the Branch Banking Channel mapped to Increase the Mutual Fund AUM for the mapped Area. Penetration of Client base for creating new investors in MF/ Investestments from existing client base. Increase in (investment Products) productivity of Phone Banking officers NTB) attributed to presence of IC i.e. NTB opened by officers on the back of investments due to the presence of the IC. Other Key Areas to be done periodically: Officers training, driving business/ Coordinating with Sr. RCMS/ National Head, Client Coverage/ Joint phone calls Portfolio Construction and R...

- 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.

- To Sell Demat and Trading A/c, Mutual Fund, Insurance to Clients - It is field work Job and business has to be sourced from open market & Leads given by company & existing client base - candidates can also their CVs at popularplacement@gmail.com Required Candidate profile - Should have knowledge of Mutual Fund & PMS. - 2 Years experience in Stock Broking/Banking is required - Should have Good Client Base candidates can also their CVs at popularplacement1@gmail.com

- 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

Key Responsibilities: Develop and nurture long-lasting relationships with key customers of the branch, delivering unparalleled customer service and personalized financial advice. Provide expert guidance to customers, assisting them in making informed and sound investment decisions that align with their financial goals. Identify and leverage market opportunities to effectively cater to the needs of the Branch Banking segment, driving growth and profitability. Drive the sales of the bank's liability products, with a primary focus on Current and Savings Accounts (CASA). Harness market potential and penetration to increase the adoption of the bank's liability products and services. Employ upsell...

SUMMARY Objectives The Mortgage Investor Reporting Analyst plays an important role in the organization by performing several activities related to the Loan Servicing functions. The role is primarily responsible, under general supervision, for performing several reporting related tasks in support of the department, such as, remittance reporting, balancing, preparing reports, maintaining accurate records, identifying payment discrepancies, providing analysis, etc. The Mortgage Investor Reporting Analyst is responsible for the accurate and timely reporting and remittance of mortgage payments to the investors in their assigned portfolio. They are required to review remittance reports, ensure the...

Location : Bengaluru( Doddaballapura) Job Type : Full time Company : Legion Energy Job Description: Finance Manager Experience: 8-10 Years We are seeking a highly motivated and experienced Finance Manager. This role will be responsible for managing financial operations and analyzing financial data. The ideal candidate should have a strong background in finance and should have excellent analytical and communication skills, need to Manage financial forecasting, budgeting, and reporting processes, and provide accurate and timely financial reports. Responsibilities: Finalization and Presentation of Monthly/Quarterly MIS, Business Updates, and Financial Statements to the Management & Investors. D...

Client : AXIS Bank for the post of Burgundy relationship manager Experience : 5- 12 Years KRA : About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through conti...

Hi, Please find the job description of Wealth RM Chennai Designation: Wealth Relationship Manager Ctc: up to 15Lacs Job Description: Manage and grow Liabilities & Investment business from branch/retail customers. Build and expand customer relationships across banking, investment, and asset products. Achieve sales targets across CASA, loans, business banking, forex, cards, and investments. Deepen existing relationships and acquire new customers to increase wallet share. Drive investment and insurance sales to generate fee income. Ensure portfolio quality and customer satisfaction through regular engagement. Comply with all BSA/KYC, audit, and regulatory requirements (RBI/SEBI/AMFI/IRDA). Set ...

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserv Asset Management Ltd.

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Mumbai / Pune Looking for Wealth RM / HNI candidates who have good 6+ years of experience in banking industry, stable in job role and having a personal AUM of 75 - 100 Cr +. Well polished and good communicators having market and domain knowledge is a must. 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) : 6 8 Areas Actionable (4-6) Slabs 150, 200, 250 and 300 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are me...

As a Video Editor at HS Market Brains, you will play a crucial role in creating engaging and high-quality video content tailored to the finance and investment industry. Your creativity and attention to detail will be key in enhancing storytelling and ensuring the final output aligns with our brand. If you have a passion for video editing and an interest in finance, we encourage you to apply for this remote position. **Key Responsibilities:** - Edit long and short video content for various platforms such as YouTube and Instagram - Enhance storytelling by adding graphics, transitions, captions, and sound effects - Collaborate with the team to bring creative ideas to life - Ensure that the fina...

Role Overview: As a Junior Relationship Manager at Niyojak Financial Services Pvt Ltd, located in Pune, your primary responsibility will be managing and maintaining client relationships. You will ensure customer satisfaction by conducting regular follow-ups, addressing client concerns, and assisting in the development of relationship strategies to achieve sales targets. Additionally, you will coordinate with other teams to meet client needs and maintain accurate client records. Key Responsibilities: - Manage and maintain client relationships - Ensure customer satisfaction through regular follow-ups and addressing client concerns - Assist in developing relationship strategies to achieve sales...

As the National Project Coordinator (Buildings and Cooling) at the United Nations Environment Programme (UNEP) in New Delhi, India, your role involves supporting the development, implementation, and evaluation of projects in India focusing on sustainable building materials and sustainable cooling. Your main goal is to facilitate comprehensive policy action and investment scale-up in sustainable cooling and building materials to address climate change, pollution, and nature impacts in alignment with UNEP's Programme of Work. You will work under the Climate Change Division, Mitigation Branch, Cities Unit, with direct supervision from the Programme Managers for Cooling and Building Materials wo...

As a Private Banker in the Private Banking Group at IDFC FIRST Bank, your role involves acquiring HNI & UHNI clients and fostering relationships with the bank. Your primary responsibility is to sell Investment, Insurance, and other bank products to Private Banking clients to generate fee income. **Key Responsibilities:** - Nuture and manage end-to-end customer relationships by fulfilling all their banking needs through wealth solutions provided by IDFC FIRST Bank. - Provide a seamless banking experience from a product and interpersonal point of view. - Achieve organizational objectives of high customer satisfaction scores. - Acquire customers through natural market, open market activities, r...

Hi, Greetings from AVANI ConsultingWe are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, Harika.Call & WhatsApp :- 8106336954 Share Updated resume,h...

Job Description: As a co-founder with investment for SunSpark, you will be instrumental in enhancing energy generation and providing extensions or upgrades to existing solar panels. The future of sustainable energy is here and you have the opportunity to be a part of it. Key Responsibilities: - Develop innovative solutions to enhance energy generation - Provide extensions or upgrades to existing solar panels - Collaborate with team members to drive the company's vision forward - Identify new opportunities for growth and expansion in the renewable energy sector Qualifications Required: - Strong background in renewable energy or related field - Experience in developing and implementing energy ...

Visit customer locations to understand their needs Share customized plan presentations & benefits Assist in completing forms & proposal documentation Ensure high customer satisfaction & follow-ups Achieve daily appointment & conversion 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

Business Development Team handles the core functions of purchase, sales, leasing and relationship model. The in-house data and marketing team will help identifying potential contacts of Realtors and Clients for Buying, Leasing and Selling of Commercial Office Buildings. As a member of the team, you are also expected to build and improve the relationship with Brokers and Clients and work with cross functional departments to meet deliverables. JOB DESCRIPTION: Identify, build and cultivate strong network of Real Estate Brokers. Work with brokers for increasing inflow of high value Acquisition, Leasing and Sale of Real Estate investment opportunities. Generate revenue through cold calls, emails...

Title: Business Intelligence Analyst Location: Vashi, Navi Mumbai Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities. Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years. The Team: Morningstar’s Finance team is responsible for planning, forecasting, and analyzing the company’s financial r...

• Developing Ultra-High Net Worth Individual (UHNI) customer base & building long- term relationships • Promoting a range of wealth products and services Share your CV with CTC & Current Investment AUM @ anjali@emeraldmanagementservices.com

SUMMARY Job Title: SPE / SME US Mortgage - Foreclosure Location: Airoli, Navi Mumbai Experience : Min 2+ yr for SPE & Min 3.5+ Yr for SME About The Client: A Fortune 500 global leader in technology services and digital business solutions, this company delivers comprehensive Business Process Services (BPS) and IT-enabled solutions. With a worldwide presence, it serves diverse industries including banking, healthcare, retail, manufacturing, and communications. The firm's expertise spans a broad spectrum of critical processes from finance and accounting to human resources, customer service, and supply chain management - enabling clients to enhance efficiency, drive innovation, and achieve busin...

To support Credit research analyst of one of the top global investment banks in his day to day research Build end to end financial models for companies in coverage and peers. It also includes understanding sector drivers and forecast company’s relevant credit metrics and conducting valuation Tracking USD denominated bonds across APAC region in both IG and HY space to suggest themes/ideas Update and restructure models for earnings and events Assist in writing earnings report and initiation reports Contribute to various publications including initiations and earning notes Build and update sector databases in Excel Provide data and analysis based on various client request Search and aggregation...

Role Overview: As a Relationship Manager at our growing Insurance Marketing Firm (IMF), your main responsibility will be to acquire and manage clients for insurance, mutual funds, and other financial products. You will need to understand client needs and provide suitable financial solutions to meet their requirements. Building and maintaining long-term relationships with clients to increase retention and wallet share will be crucial. Additionally, you will conduct financial planning sessions, meet sales targets, and provide after-sales support and ongoing financial guidance. Key Responsibilities: - Acquire and manage clients for insurance, mutual funds, and financial products - Understand cl...