129 Investment Portfolio Jobs

You will be responsible for providing Project Portfolio reports to facilitate decision-making and prioritize the project portfolio. You will own the cross-functional project plans within the Project Management tools, ensuring proper project management and oversight by major stakeholders. This includes creating portfolio reports with necessary information such as resource forecasts and historical portfolio trends. Additionally, you will oversee and review resource forecasting for the project portfolio, maintaining accurate and up-to-date information and establishing governance processes for monitoring forecast accuracy. You will also be accountable for developing and implementing project plans in the Development Project Management tools along with the line function team. Furthermore, you will be required to enhance and develop tools as per the needs of project management and other stakeholders. Your main focus will be on optimizing resources and productivity, ensuring timely and well-informed project decisions, and gathering feedback from customers, partners, and projects to enhance satisfaction levels. It is essential to adhere to Novartis policies and guidelines. The ideal candidate should have work experience that demonstrates functional breadth, critical negotiations, collaborating across boundaries, operations management and execution, and project management skills. Additionally, proficiency in account management, building construction, business administration, business relationship management, capital market, corporate development, cross-functional collaboration, drug development, financial modeling, innovative forward thinking, investment portfolio, IT portfolio management, mergers & acquisitions, operations, pipeline software, PMP certification, portfolio analysis, prioritization, senior management, and virtual private server management is required. Proficiency in the English language is necessary for this role.,

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF

Hiring: Independent Financial Advisor (IFA) Responsibilities: Acquire & onboard IFAs to grow AUM Train & support IFAs on products Complete onboarding & referrals Cross-sell investment & wealth products Build strong franchise relationships Required Candidate profile Mumbai / Pune | 6–11 LPA | Top Private Bank Subsidiary 2–5 yrs in Mutual Funds / PMS / AIF sales B2B sales experience Graduate / PG; NISM 10 preferred call 9022157571 Khyati www.hyfly.in

Job Description: Job Title: Product Manager Investments Product Manager Wealth Management Segment Corporate Title : AVP Location: Mumbai, India Role Description This role also involves managing relationships with business partners, AMCs, and third-party product providers ideating on product opportunities and building robust client centric portfolios and driving digital growth of transactions with enhancement of processes and platforms. Key objective will be to strengthen DPM & AOFs product suite. What we ll offer you As part of our flexible scheme, here are just some of the benefits that you ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Manage Investment portfolio with focus on AMC s, Third party DPMs & AIFs. Regularly interact with AMC s/Product Manufacturers for enhancing the product suite NPA for DPM and AIF s - Perform due diligence of the product, liaison with DCO, Legal and Compliance teams for onboarding Working on initiatives to enhance investment sales and AUM growth for WM segment Monitor the risks of the approved DPM & AIF s. Review and Implementation of Global client Suitability and appropriateness policy Monitoring - Detailed reporting on client portfolio to enhance client experiences. Ensure the implementation of appropriate systems and operational procedures to support sales, Track MIS and profitability. Work closely with Investments Operations team for enhancing both online and offline processes Asset Managers Relationship management Drive relationships with product manufacturers and ensure new products negotiations and terms discussions. Manage commercial relations with AMC Partners, Vendors and various external stakeholders. Coverage Support Conduct and Coordinate trainings on DPM & AIF s . Conduct client engagement events / roadshows. Budgeting and monitoring of Third party / DPM/ AIFs business target setting. Run campaigns and assist in Investor education programs. Managerial & leadership responsibilities Self-starter Management Reporting Analysis of various MIS Presentations for Review of the business with Product committee AUM Analysis for review of Product portfolio Compliance Implementing changes and controls in system. Compliance of Audit and regulatory guidelines Your skills and experience Education | Certification (Recommended): Graduation: Bachelor s in Engineering / Technology / Math s / Commerce / Arts / Science / Biology / Business / Computers / Management/ any other. Post-graduation: MBA/PGDM/CA/ CFA. Experience: 10 years across Banking/ Wealth Management / AMC s. How we ll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams https://www. db. com/company/company. htm Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

Relationship Manager/Senior Relationship Manager - GIFT CITY AHMEDABAD Experience required : 5 Years + Job Description : Execution of trade orders on behalf of clients. Building relationships with clients & educating them about Investments. Specialized Activities: Buying and selling of securities or derivatives, UDR on NSE /BSE /IIBX terminal. Advising to client as per our research and sell any other products listed on IFSC Ready to learn new products and processes Minimum of 3 years of relevant experience in dealing (operating terminal OWS/TWS) as RM Required Criteria: 1. Graduation (preferably in finance specialization). 2. NISM 8 certification (Equity & derivatives) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills. Interested candidates can share their resume on Harjeetkaur.jude@hdfcsec.com. Thanks and Regards, Harjeet Kaur.

About The Role : Job TitleQuantitative Investment Solutions (QIS) Structuring Corporate TitleAVP LocationMumbai, India Role Description Deutsche Banks Quantitative Investment Solutions (QIS) team develops, markets and implements systematic strategies across asset classes, with a range of investor objectives from yield generation, enhanced beta, hedging and market access. We work with a range of client types globally, from pension funds and insurance companies to asset managers and private banks. You will join our product development team, working on portfolio solutions / commodities . You will join a global team with a reputation for innovation and a track record of launching cutting-edge products, contributing to the expansion of our product range and the growth of our QIS business. What well offer you , 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Your primary area of focus will be the development of systematic strategies in the portfolio and commodities space, both in the linear and volatility space Develop portfolio solutions based on clients need Propose, back test and implement new solutions, as well as refresh the existing product suite with upgrades on existing implementations Interact closely with our trading, strats, index administration, legal and quant research teams to take strategies from the drawing board into tradeable products Produce and maintain marketing materials on our suite of solutions, and interact with salespeople to showcase our product capabilities in the portfolio / commodity QIS space Your skills and experience Experience with quantitative investments strategies in either a buy-side or a sell-side role, with specific experience related to cross asset / commodity products is preferable. Strong technical and quantitative academic background from a top tier business or engineering school. Coding skills are essential for the role, in particular Python A disciplined approach to project management, and the ability to handle multiple projects concurrently Ability to demonstrate a genuine interest in systematic strategies and their applications in the context of investment portfolios, as well as an ability to understand strategies in other asset classes, with a view to potentially getting involved in other asset classes in the medium term How well support you . . . .

Roles and Responsibilities Manage investor relationships through effective communication, ensuring timely updates on investment portfolio performance. Develop and implement investment strategies to maximize returns while minimizing risk. Identify potential investors, negotiate deals, and close fundraising transactions. Oversee fund management activities, including budgeting, forecasting, and reporting. Provide expert advice on investment advisory services to clients.

RB - Affluent Business: Investment specialist INTERNAL USAGE: No. of Vacancies: 1 Reports to: RIC Is a Team leaderN Team Size: - NA Grade: SM/AVP/VP Business: Retail Banking Department: Affluent Business Sub-Department: Location: 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 highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless touch-points About the Role Investments Specialist manages the sales team of Affluent resources for each circle. This team will comprise of resources, whose focus will be to ensure delivery of the Investments for the Affluent segment across their circles, drive growth in AUMs, drive portfolio actions, ensure implementation and regular review of all control parameters, monitor trends on sales across their circles, manage large and critical key client relationships along with the Affluent team. They also focusses on NOA to ensure regular and quality increase in their segment of Affluent clients and ensures upskilling for the entire Affluent team in their circles. Key Responsibilities Asset Allocation Assist in the investment portfolio asset allocation of customers. Allocation between different asset classes & subclasses. Decisions on products with the asset / sub-asset class. Meeting / interaction with the respective RM and the client Portfolio Monitoring / Review Monitor specific portfolios (HNWIs / Corporates) Reallocate these portfolios as and when requirement for risk management or sales opportunity comes up. Economics & Product Expertise Coach RM teams on latest products and research available Conduct the market update calls for the RMs on a regular basis This will require being completely updated on the latest market trends (macro, sectoral, domestic, global); is not required to do his own research and only takes the view of the internal research experts. Investment Product Research Source / Evaluate (due diligence) investment products for distributing to the HNW client base of the bank Client calls (along with the RM) to educate, provide details and source investments in these products Regular interaction with the product providers for product updates, market feedback, etc. and internally communicate the same Qualifications Graduation/Post-Graduation from a recognized institute one or more of the following: MBA, CA, CFA, CFP Overall experience of up to 7 years in financial markets including debt, equity, mutual fund AMCs, etc. or in asset allocation and investment management of HNI customers Role Proficiencies: For successful execution of the job, a candidate should possess the following: Knowledge on financial markets including debt, equity, mutual fund AMCs, etc. or in asset allocation and investment management of HNI customers. Good understanding of the various investment products including mutual funds, bonds, money market instruments, equity, alternate products, etc Understanding of quantitative asset allocation methodologies. Ability to develop view on risk associated with different product investments. Capability to satisfactorily engage with the client to analyze risk appetite and investment goals. Ability to work with experienced team. Ability to understand, synthesize and communicate insights from central Investment advisory / research team to RMs.

HDFC Bank is hiring for RM role - Mutual Funds as a part of Capital & Commodity Markets Vertical - Mumbai. Role & responsibilities Deepen the relationship with MFs (existing and new) Broaden the engagement across Collections, Payments of the MFs and AMCs Acquire key NTBs across payment aggregators, MF platforms, large service providers to MFs, key IFAs Explore asset opportunities Work on renewing / setting up Credit lines on existing and new MFs and manage the limits Win and implement CMS mandates (NACH) with MFs and ecosystem players in coordination with CMS product and operations Win dividend mandates of MFs Implement API / H2H solutions Explore business opportunities across FX, collections for AIFs and administrative payments of AMCs Responsible for compliance of KYC / AML requirements of the Bank Create cross sell opportunities with the Bank relationships for other divisions of the Banks like Custody, Retail (Salary and KO accounts) etc. Preferred candidate profile Good understanding and hands on experience of MF , Financial Institutions and Transaction banking. Knowledge of RBI and SEBI regulations governing Credit and MFs Working knowledge of core banking and other systems of the Bank Understanding of AML / KYC guidelines and processes. Credit skills, specifically FI Credits Exposure in handling FINTECH companies will be added advantage .

Over the last 20 years, Ares success has been driven by our people and our culture. Today, our team is guided by our core values Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry. Job Description Primary functions and essential responsibilities The Associate will work to support the Alternative Credit Product Management and Investor Relations Team in providing information and expertise on firm strategies and funds to clients. The Associate will assist in producing fund reporting for investors on a monthly, quarterly and ad hoc basis, as well as assist in building new client materials and various prospect/marketing materials, as well as updating market and fund specific data within existing communications. To succeed in this role, an individual must possess a strategic orientation combined with strong analytical and writing skills. In addition, this person will be a conceptual thinker, creative, articulate and have the ability to understand and convey a variety of concepts at all levels. Outstanding execution and organization skills combined with excellent judgment and exemplary ethics and values are imperative. The successful candidate should possess the following specific competencies or attributes: Strong quantitative and analytical skills, with the ability to interpret portfolio data, track key investment metrics, and synthesize data into clear, investor-ready materials and reports Advanced proficiency in Excel and other tools (e.g., Power BI) to create, maintain, and enhance investor reports with a high degree of accuracy and clarity; Strong verbal and written communication skills, ability to communicate effectively with all levels of the organization and represent the Firm in a professional manner; Outstanding communication skills, both verbal and written; Detail-oriented with ability to multi-task; Ability to meet deadlines and perform under pressure; Highly motivated self-starter with a strong work ethic; Exceptional relationship skills -- able to establish rapport and quickly engender trust and respect with a wide range of individuals representing the spectrum of institutional and retail investors as well as consultants, and other industry contacts. Must also be able to develop relationships with a variety of internal Ares constituents including marketing, finance and accounting, operations, legal and compliance, portfolio management and investment professionals; Outgoing, collaborative, and inclusive style, well-developed ability to work effectively in a team-oriented environment; High energy level displayed within a culture of intensity, accessibility and availability; Knowledge of alternative credit industry preferred, based on banking/structuring, investment, portfolio management, and/or marketing experience. Qualifications Education: Bachelor s degree in business, finance, or another pre-professional field, or a discipline with exposure to accounting or corporate finance. Experience Required: Required: 3 - 5 years of experience working on a investor relations or product specialist role OR alternatively someone with a background in credit looking to make a move into an investor relations focused role in Alternative Credit. General Requirements: Detail oriented Excellent oral and written communication skills and computer literacy Self-starter, exceptional communication and organizational skills necessary Ability to work independently as well as with the team Knowledge of Microsoft Windows, Word, Excel, Outlook Experience at a financial services firm Reporting Relationships Vice President, Credit IR There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

So, what s the role all about We are looking for a Treasury Manager to join our Treasury team. In this role, you will gain hands-on experience in shaping strategic treasury solutions, deepen your expertise in financial risk management, and play a key part in driving business growth across the organization. You will work collaboratively with the Corporate Services organization, financial institutions, and other key stakeholders. How will you make an impact Monitor and forecast global cash flows; analyze cash activities and enhance reporting. Review and analyze the investment portfolio for policy compliance and risk monitoring. Drive customer credit and risk; serve as the contact for credit insurance. Track KPIs such as credit exposures, limits, and overdue accounts. Support our accounting team on monthly, quarterly, and annual closings. Lead treasury projects, ensuring key milestones are met. Have you got what it takes Bachelors degree in a finance related field. Accounting background will be an advantage 4-10 years experience in a treasury organization within a Global / FinTech company Knowledge of accounting and experience analyzing financial statements Great team player with excellent interpersonal skills Independent, self-driven, strong self-learner, with the ability to self-manage tasks and meet deadlines Global mindset & great communication skills in English You will have an advantage if you also have: Drive and passion for optimizing financial processes and managing risk Ability to work in a global environment Stay updated on market trends and regulatory changes What s in it for you Join an ever-growing, market disrupting, global company where the teams comprised of the best of the best work in a fast-paced, collaborative, and creative environment! As the market leader, every day at NiCE is a chance to learn and grow, and there are endless internal career opportunities across multiple roles, disciplines, domains, and locations. If you are passionate, innovative, and excited to constantly raise the bar, you may just be our next NiCEr! Enjoy NiCE-FLEX! Requisition ID: 7450 Reporting into: Director Role Type: Individual Contributor About NiCE

Role & responsibilities To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To track the Affluent & Super Affluent Client segment in the market for new client acquisition Preferred candidate profile Should have 7-15 Years of work experience preferably in Private Bank/Wealth Management set-up Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability) Handling and managing clients with a minimum Investment amount of Rs.1 Cr and above

Hiring for Investment Advisor and cross sales 5 Days Working * Graduation mandatory. * NISM VA/VB OR XA/XB Certificates are required * Preferred background in BFSI Sales * Experience in BPO or financial services. * Day shift HR Apoorva 9713546791 Required Candidate profile Excellent communication is required graduate is mandatory NISM VA/VB OR XA/XB OR 5 /8/10 Certificates are required

Hiring for Investment Advisor and cross sales 5 Days Working * Graduation mandatory. * NISM VA/VB OR XA/XB Certificates are required * Preferred background in BFSI Sales * Experience in BPO or financial services. * Day shift HR Arti 9522754537 Required Candidate profile Excellent communication is required graduate is mandatory NISM certificate is required

• Candidate should have exp handling HNI and UHNI Clients • Candidate should move a minimum book size of 20 cr • Look for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM)

Company: Mercer Description: We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office. Specialist- Investments The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research, performance reporting and related investment consulting support functions. The incumbent in this role should have an understanding of the Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies. We will count on you for: Daily work management and execution of performance reporting operations activities Measuring Performance of investments and asset classes Communicate with investment and money managers and custodians to gather and/or clarify client specific data for reporting Reviewing work of peers and providing them guidance Ensuring compliance with all internal and client policies Driving Process Improvements Providing timely updates to AM/TM and other stakeholders Training and coaching new hires in the team What you need to have: Minimum 2-3 years experience Graduate (B.com, BBA or equivalent). However, Master's Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred Ability to work as part of a team and build strong working relationships with peers Experience in analyzing investment portfolios or researching investment managers located outside of India Preparing Investment Performance reports covering Asset Allocation, holdings and Portfolio Performance Produce periodic (monthly / quarterly) portfolio performance reports for Advisory, Delegated Solutions and Mercer Workplace Saving (MWS) clients. Computations of returns (money weighted / time weighted) for Defined Benefit , Not for profit and Additional Voluntary Contributions clients Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attribution Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint) Problem solving skills and attention to detail Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up-to-date Strong verbal and written communication and analytical skills Ability to work and perform under strict deadlines and quick turnaround projects Excellent Word, Advanced Excel and PowerPoint skills Exceptional communication skills, both verbal and written Ability to meet deadlines and a real desire to achieve results Ability to build rapport and respond confidently to customer queries What makes you stand out Adaptable communicator, facilitator, influencer and problem solver High attention to detail Good relationship skills, Proven ability to work on own initiative as well as in a team Ability to multi-task and prioritize time effectively Ability to perform under pressure and strict timelines Exposure to coding and automation using VBA codes, Python, R etc. and visualization tools such as Power BI, Tableau etc. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Mercer, a business of Marsh McLennan (NYSEMMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businessesMarsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

Company: Marsh Description: WAS Investments WAS - Investments is seeking candidates for the following position based in the ASF office Level B2 (Senior Analyst) What can you expect We are looking to hire a Senior Analyst in the European Performance Reporting Team (EPRT) The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research, performance reporting and related investment consulting support functions. The incumbent in this role should have an understanding of the Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies. What is in it for you Opportunity to be a part of worlds leading insurance broker and risk management company with client in over 130 countries with over 80,000 people , Corporate Social Responsibility, and Sustainability A competitive salary, employee friendly policies, health care and insurance for you and dependents A respectful work environment that values healthy work-life balance Future career opportunities across a global organization to perform and grow Chance to be a part of a dynamic work culture that rewards innovation and collaboration Curated training programs with enhancing skills and building knowledge opportunity We will count on you for: Daily work management and execution of performance reporting operations activities Measuring Performance of investments and asset classes Communicate with investment and money managers and custodians to gather and/or clarify client specific data for reporting Reviewing work of Analysts and providing them guidance Ensuring compliance with all internal and client policies Driving Process Improvements Providing timely updates to AM/TM and other stakeholders What you need to have: Ability to work as part of a team and build strong working relationships with peers Experience in analyzing investment portfolios or researching investment managers located outside of India Preparing Investment Performance reports covering Asset Allocation, holdings and Portfolio Performance Produce periodic (monthly / quarterly) portfolio performance reports for Advisory, Delegated Solutions and Mercer Workplace Saving (MWS) clients. Computations of returns (money weighted / time weighted) for Defined Benefit , Not for profit and Additional Voluntary Contributions clients Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attribution Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint) Problem solving skills and attention to detail Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up-to-date Strong verbal and written communication and analytical skills Ability to work and perform under strict deadlines and quick turnaround projects What you need to have: Minimum 1-2 years experience overall Graduate (B.com, BBA or equivalent). However, Master's Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred Excellent Word, Advanced Excel and PowerPoint skills Exceptional communication skills, both verbal and written Ability to meet deadlines and a real desire to achieve results Ability to build rapport and respond confidently to customer queries What makes you stand out Adaptable communicator, facilitator, influencer and problem solver High attention to detail Good relationship skills, Proven ability to work on own initiative as well as in a team Ability to multi-task and prioritize time effectively Ability to perform under pressure and strict timelines About Mercer At Mercer, we are a global force of around 25000+ unique individuals working together to make a difference in the lives of more than 115 million people every day by advancing their health, wealth and careers. Were in the business of creating more secure and rewarding futures for our clients and their employees For more than 80 years, weve turned our insights into actions; Be it designing affordable health plans, or assuring income for retirement, or aligning workers with workforce needs, weve been united in our mission of enabling people around the globe to live, work, and retire well. Exposure to coding and automation using VBA codes, Python, R etc. and visualization tools such as Power BI, Tableau etc. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with client’s investment objectives 5. Joint calls with branch team

TradeAir (IFSC) is an IFSCA-registered broker-dealer and fund management entity. We are seeking an experienced Chief Manager to join our GIFT City team. Role & responsibilities Manage and lead operations and compliance of fund-related activities. To liaise with various regulators and consultants to maintain compliance with the funds Interact and lead the investor sign-up process and soft reach out to potential investors. Work alongside our fund administrator, custodian, consultants and trustee on operational and ongoing matters. To take responsibility as Principal Officer under IFSCAs FME Regulation 2025 Understanding of corporate strategic initiatives, investment industry, AIFS with regulatory landscape (GIFT focused) Drive the company to become a premier fund and services offering organization in GIFT City. Be updated with the latest announcements/changes in regulations announced by various parties, such as exchanges (NSE IFSC, India INX) and the regulator (IFSCA) Implement best practices and SOPs to increase fund-based activity Lead the Fund's end-to-end operations and grow our flagship fund's AUM to 10x Preferred candidate profile MBA or equivalent degree (IIM plus) 2-4 Years of experience working in the investment management (AIF) industry Familiarity and experience with running core fund operations such as managing fund admin side-relationship, NAV analysis and approval, working with the chief accounts manager for accounts-related tasks. Experience and knowledge about the GIFT zone Leadership abilities to develop and cultivate a team of focused and passionate individuals. Ability to manage performance under stringent timelines Qualified to be appointed Principal Office r under the IFSCA, FME Regulations. Excellent oral and written communication skills

Managing client portfolios by making sound equity investment decisions Develop equity investment strategies for PMS clients Conduct financial analysis Generate regular portfolio performance Required Candidate profile Graduate/Postgraduate in Finance, Economics, or related field; CFA/MBA preferred SEBI registered Portfolio Manager or eligible to register preferred

As a Fund Selection/ Fund Manager Research (Alternative Assets) in the Investment Portfolio, you will be responsible for leading quantitative and qualitative data requests from traditional and alternative asset managers for fund due diligence. Demonstrating subject matter expertise in leading the manager research vertical, you will play a crucial role in the investment decision-making and manager-selection processes. Your tasks will include conducting fund manager due diligence, maintaining updated investment due diligence notes, and organizing data on a central database. Upon receiving data from the investment manager, you will be in charge of formatting and inputting it into a company research template, ensuring accuracy and integrity. Managing a team of specialists, you will oversee the production of manager research reports and ensure efficient delivery adhering to accuracy and timeliness. Additionally, you will monitor portfolio performance, analyze market trends, and develop reports for internal, external client presentations, and senior management. The preferred candidate for this role should have at least 6 years of experience in global markets with exposure in multi-asset/alternative asset classes. Experience in the fund manager selection process for alternative asset classes, asset management, or investment/fund due diligence is essential. Holding a CFA Charter or progressing towards CFA at advanced levels is preferred. A degree from a reputed college in finance or MBA, along with a working knowledge of all asset classes focusing on alternatives, is required. Intellectual curiosity, analytical expertise, and proficiency in Microsoft Excel and Office products are also key qualifications. If you meet the above requirements and are interested in this position, please share your CV at aishwarya@beanhr.com.,

Stock Broking Company Location: Kolkata Salary:- Upto 30 Lacs/ Annum JD- Develop equity investment strategies Conduct research and financial analysis of listed companies. Monitor market movements Generate regular portfolio performance reports Required Candidate profile Graduate/ Postgraduate in Finance/ Economics/ or related field Min. 5–7 years of exp. in equity research or portfolio/fund management CALL:-- Namrata- 8910291069 Arijit- 9748042221 Benchmark Global

Dear Applicant, We are hiring Quality Analyst for our Hyderabad branches. Interested candidate may go through the following job description and other details. Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Essential Educational & Experience Qualification- A. Graduation or MBA in any stream with1- 3 years of dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory. Designation: Quality Analyst Interested candidate can share cv at revathy.1@sbicapsec.com Thanks & Regards, Revathy S Human Capital 9025429493

Job Specifications Role Designation: Advisor Department: franchisee Function: Advisory Company: MOFSL Reporting to: Team Leader Location: MOT Prabhadevi Hyderabad Job Purpose Advising Franchisee on Commodity product Key Deliverables 1. Generating Brokerage. 2. Making them Familiar with the In-house Research Staff. 3. Conducting the Self Awareness Programs for Commodity Segment through Personal Visits/ Seminars / Work Shops and any other business development Activity if needed. 4. Handling important Franchisees and Servicing them Role Requirements 1. Any Graduate with minimum of 2-5 years of experience in the stockbroking industry is preferred. 2. Able to Understand Market Reports and share Information with Clients. 3. Should be comfortable working in Shifts.

Dear Applicant, We are hiring Quality Analyst for our Raipur/Indore branches. Interested candidate may go through the following job description and other details. Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Essential Educational & Experience Qualification- A. Graduation or MBA in any stream with1- 3 years of dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory. Designation: Quality Analyst Interested candidate can share cv at sudhir.singh@sbicapsec.com Thanks & Regards, sudhir singh Human Capital 8527187377