246 Investment Portfolio Jobs - Page 7

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed Order Routing: Routing client orders to various exchanges and trading pla...

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed Order Routing: Routing client orders to various exchanges and trading pla...

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed Order Routing: Routing client orders to various exchanges and trading pla...

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed Order Routing: Routing client orders to various exchanges and trading pla...

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed Order Routing: Routing client orders to various exchanges and trading pla...

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions.Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets.Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions.Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed.Order Routing: Routing client orders to various exchanges and trading pla...

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions.Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets.Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions.Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed.Order Routing: Routing client orders to various exchanges and trading pla...

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions.Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets.Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions.Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed.Order Routing: Routing client orders to various exchanges and trading pla...

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions. Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets. Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions. Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed. Order Routing: Routing client orders to various exchanges and trading...

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions.Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets.Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions.Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed.Order Routing: Routing client orders to various exchanges and trading pla...

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions. Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets. Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions. Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed. Order Routing: Routing client orders to various exchanges and trading...

Axis Securities Limited is looking for Senior Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions. Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets. Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions. Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed. Order Routing: Routing client orders to various exchanges and ...

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions. Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets. Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions. Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed. Order Routing: Routing client orders to various exchanges and trading...

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions. Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets. Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions. Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed. Order Routing: Routing client orders to various exchanges and trading...

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions. Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets. Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions. Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed. Order Routing: Routing client orders to various exchanges and trading...

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions. Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets. Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions. Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed. Order Routing: Routing client orders to various exchanges and trading...

Job Description: Investment Portfolio Advisor Job Title: Investment Portfolio Advisor Department: Wealth Grade: M1 to M5 Position Purpose : Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Direct Responsibilities 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 reac...

AVC:SKY - Investment Specialist Business: Retail Banking Department: Axis Virtual Center About Axis Virtual Center Axis Virtual Center engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. 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 implementati...

Experience and Skills: 5+ years of experience in investment accounting , Record to Report , fund administration, or private equity accounting Experience in managing client relationships, especially with demanding clients, ensuring their specific requirements are met with high-quality service. Experience with accounting for complex investment portfolios, including private equity, hedge funds, or other alternative investments. Advanced proficiency in Microsoft Excel (financial modelling, advanced formulas). Experience with accounting software or investment management systems (e.g., Wings, Investran, or similar tools). Excellent communication skills, with the ability to clearly explain complex ...

• Advising clients in investment planning, insurance coverage to help them reach financial objectives • Determining clients income, expenses, insurance coverage, financial objectives, risk tolerance & other information to develop a financial plan Required Candidate profile • Certified Financial Planner (CFP) mandatory • Proficient in Office 365 especially Excel and PowerPoint. • Experience providing quality financial advice. • Knowledge of mutual funds & insurance. Perks and benefits Provident Fund

Skills Investment Accounting Partnership Process Experience 6+ Years Location PAN INDIA Job type Contract to Hire Pay roll company Work Model Hybrid Experience and Skills 5+ years of experience in investment accounting , Record to Report , fund administration, or private equity accounting Experience in managing client relationships, especially with demanding clients, ensuring their specific requirements are met with high-quality service. Experience with accounting for complex investment portfolios, including private equity, hedge funds, or other alternative investments. Advanced proficiency in Microsoft Excel (financial modelling, advanced formulas). Experience with accounting software or in...

Role & responsibilities Drive investment product business through mapped Relationship Managers across Mutual Funds, PMS, SGB, AIF etc. Educate clients about risk profile, asset allocation and potential risk-reward on the portfolios. Penetration of client base for creating new investors, as well as help improve investment Gross & Net Sales from existing client base. Portfolio monitoring, rebalancing and detailed reviews on a periodic basis. Research and analyze investments, strategies, and market conditions to determine which investment options are most appropriate. Leverage analytical ability, comprehensive fiscal knowledge, and customer service skills to help clients define and reach their ...

Immediate Openings for Investment Accounting Partnership Process Bangalore- Contract Experience: 6 + Years Skill: Investment Accounting Partnership Process Location: Pan India Notice Period: Immediate Employment: Contract Experience and Skills: 5+ years of experience in investment accounting , Record to Report , fund administration, or private equity accounting Experience in managing client relationships, especially with demanding clients, ensuring their specific requirements are met with high-quality service. Experience with accounting for complex investment portfolios, including private equity, hedge funds, or other alternative investments. Advanced proficiency in Microsoft Excel (financia...

Essential Skills/Basic Qualifications: Educated to Degree level Appropriate regulatory qualifications Fluent in English and Hindi Fluency in other Indian languages added advantage (regionally-specific) Desirable skills/Preferred Qualifications: Excellent interpersonal and communication skills Entrepreneurial spirit but also with a collegiate approach Embraces challenge and an evolving/changing environment Rapidly assimilates new information and applies this knowledge as appropriate Job location is Kolkata. Purpose of the role To establish and nurture profitable partnerships with both corporate and individual clients. Its the bridge between the banks offerings and clients needs, ensuring mutu...

* Min 4+yr exp in Broking sector Handling PMS, wealth management. *Identifying and developing new market segment for revenue generation *Looking a driven Sales Manager to lead regional business expansion, strengthen client relationships. Required Candidate profile *Explore and grow new market segments *Develop high-value client relationships with strategic pricing *Drive regional sales strategy and promotional plans *Advise clients using market research.