3.0 - 7.0 years

0 Lacs

jabalpur, madhya pradesh

On-site

As an investment and financial planning firm with over 25 years of combined experience in asset management, investment, and wealth management, Swaraj FinPro is dedicated to providing expert financial advice and personalized investment strategies to help clients achieve their financial goals. Grounded in extensive industry knowledge and a deep understanding of market dynamics, Swaraj FinPro delivers high-quality financial services to its clients. We are currently seeking a full-time, on-site Mutual Fund Sales Manager for our location in Jabalpur. The ideal candidate will be responsible for developing and executing sales strategies to promote mutual fund products, identifying potential clients...

Posted 2 weeks ago

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Business Analytics Manager - Investment IndusInd Bank

5.0 - 10.0 years

0 Lacs

maharashtra

On-site

Job Description: As the Investments Specialist in Mumbai, you will be entrusted with the responsibility of managing data, conducting analytics, preparing MIS reports, and overseeing investment and wealth management products for the bank across various channels. Your role will involve ensuring the accuracy, sustainability, and robustness of reports, along with leading management and analytics efforts. Your core responsibilities will include assembling extensive and complex data sets that align with both functional and non-functional business requirements. You will leverage internal and external data insights to drive business decisions and design and implement reports and dashboards. Addition...

Posted 3 weeks ago

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Specialist, Institutional Portfolio Operations Connor, Clark & Lunn Financial Group (CC&L)

1.0 - 5.0 years

0 Lacs

haryana

On-site

As an Institutional Portfolio Operations Specialist at Connor, Clark & Lunn Financial Group Ltd., you will be an integral part of a dynamic team that directly impacts the investment success of various institutional clients. Your role will involve reconciling investment portfolio data, communicating with key stakeholders, supporting audits, and participating in operational projects to enhance efficiency. In this position, your responsibilities will include reconciling cash, transactions, holdings, derivatives, dividends, and alternative investments. You will collaborate with custodians, brokers, and portfolio managers to resolve discrepancies, communicate critical portfolio information, and e...

Posted 1 month ago

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Wealth Management Associate GEOCONCEPT INDIA PRIVATE LIMITED

0.0 - 4.0 years

0 Lacs

chennai, tamil nadu

On-site

We are seeking a Wealth Management Associate to support the Wealth Manager and clients with investment strategies and financial activities. Your role will involve managing client relationships, addressing inquiries, and staying informed on market trends. The ideal candidate will possess strong knowledge of products, investments, and a grasp of intricate financial data. A successful Wealth Management Associate will excel in building client rapport and demonstrate meticulous attention to detail. Responsibilities: - Conduct research on market trends and collaborate with the Wealth Manager to create investment plans. - Act as a liaison between clients and the Wealth Manager, maintaining strong c...

Posted 2 months ago

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Proposal Analyst Connor, Clark & Lunn Financial Group (CC&L)

4.0 - 8.0 years

0 Lacs

haryana

On-site

You are invited to join Connor, Clark & Lunn India Pvt Ltd. located in Gurugram, India, in the shift timing of 01:30 pm to 10:30 pm IST. As a Proposal Analyst, you will be an integral part of the Proposal and Consultant Database Team. If you have a passion for learning about various investment products, thrive on winning new business opportunities, and excel in a fast-paced environment, this role is tailored for you. Join a dynamic and collaborative team of individuals who are driven towards success. Your primary responsibility will include delivering top-quality proposals promptly for the institutional and private client sales teams. This will involve gaining insights into a wide array of p...

Posted 2 months ago

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Portfolio Management Support, Investments, Associate Primetrace Technologies

3.0 - 5.0 years

3 - 5 Lacs

Gurgaon / Gurugram, Haryana, India

On-site

This role provides an opportunity to learn about the Investment Management business and the institutional and fiduciary clients we service. You will work directly with internal clients to resolve operational client issues and partner with teams across the Aladdin ecosystem to solve complex data issues. Initially supporting senior members of the team in all aspects of client service, you will be expected to progress rapidly and take on responsibility for your own assigned coverage in short order. Produce monthly, quarterly and ad hoc investment and portfolio analytics for clients Deliver a superior level of service to internal stakeholders across the client lifecycle Collaborate with global F...

Posted 3 months ago

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Relationship Manager - Financial Services IQ Tech Mind

1.0 - 3.0 years

3 - 4 Lacs

Thiruvananthapuram / Trivandrum, Kerala, India

On-site

Description We are seeking a proactive and client-focused Relationship Manager in the Financial Services sector to join our team. The ideal candidate will have 1-3 years of experience in managing client relationships and will be responsible for providing excellent service to our clients while identifying opportunities for growth. Responsibilities Build and maintain strong relationships with clients and stakeholders in the financial services sector. Identify clients financial needs and provide tailored solutions to meet their goals. Conduct regular follow-ups with clients to ensure satisfaction and address any concerns. Collaborate with internal teams to deliver excellent service and resolve ...

Posted 3 months ago

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