6118 Investment Products Jobs - Page 23

Role Description As a Senior Investment ops Manager at Incedo, you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities: Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and maintaining inve...

Responsibilities: Manage client relationships through regular communication and meetings Collaborate with cross-functional teams on product development and marketing initiatives Drive Insurance & Mutual Fund business through assigned distributors Health insurance Provident fund

Job Purpose This position is open with Bajaj Finance ltd. Culture Anchor:Work Hard - Consistently puts in effort. plans and tracks daily progress to achieve targetsExecute with Rigor - Takes responsibility for meeting targets with focus and effortOwn It - Maintains honesty and fairness in all interactions in line with organization s policiesAct with Integrity Duties and Responsibilities Responsible for managing and upkeep of the branch Manage a team of 5 PSFs Cross-sell/Upsell FD & other investment products Acquisition target Catchment area mapping Data distributions to PSFs Conduct localized marketing events Required Qualifications and Experience 2-3 years of experience in customer relation...

Job Purpose This position is open with Bajaj Finance ltd. Culture Anchor:Work Hard - Consistently puts in effort. plans and tracks daily progress to achieve targetsExecute with Rigor - Takes responsibility for meeting targets with focus and effortOwn It - Maintains honesty and fairness in all interactions in line with organization s policiesAct with Integrity Duties and Responsibilities Responsible for managing and upkeep of the branch Manage a team of 5 PSFs Cross-sell/Upsell FD & other investment products Acquisition target Catchment area mapping Data distributions to PSFs Conduct localized marketing events Required Qualifications and Experience 2-3 years of experience in customer relation...

Job Purpose This position is open with Bajaj Finance ltd. Culture Anchor:Work Hard - Consistently puts in effort. plans and tracks daily progress to achieve targetsExecute with Rigor - Takes responsibility for meeting targets with focus and effortOwn It - Maintains honesty and fairness in all interactions in line with organization s policiesAct with Integrity Duties and Responsibilities Responsible for managing and upkeep of the branch Manage a team of 5 PSFs Cross-sell/Upsell FD & other investment products Acquisition target Catchment area mapping Data distributions to PSFs Conduct localized marketing events Required Qualifications and Experience 2-3 years of experience in customer relation...

Seeking a client-focused Relationship Manager to deliver tailored wealth management solutions, deepen client engagement, and grow assets under management. Key Responsibilities Manage and strengthen relationships with high-net-worth clients. Understand clients financial goals and provide suitable investment, advisory, and banking solutions. Collaborate with product specialists to deliver comprehensive wealth strategies. Proactively identify new business opportunities and drive portfolio growth. Qualifications Experience in wealth management, private banking, or financial advisory. Strong communication and client-relationship skills. Solid understanding of investment products i.e. Mutual fund ...

We are looking for a high-energy professional with strong knowledge of capital markets and a passion for training and capability building The role involves creating high-quality content on investment and capital markets and delivering impactful training sessions to frontline sales teams Key responsibilities Design, develop and update training modules oncapital markets, investment products, market fundamentals, and salesapplication of these concepts Create engaging content such as presentations, playbooks, micro-learningvideos, quizzes and case studies Simplify complex financial concepts for easy understanding of new andexperienced sales professionals Conduct classroom and virtual trainingses...

As a Senior Associate in Agency Lending Collateral & Settlement at State Street, you will play a crucial role in supporting the production and day-to-day activities in Securities Finance Collateral management. Your responsibilities will include: - Demonstrating knowledge of Securities lending program, Cash collateral, MTM, Settlement, and resolving breaks. - Maintaining strong attention to detail and focusing on providing excellent service. - Prioritizing multiple responsibilities to meet internal and industry deadlines. - Performing effectively under pressure and managing high volumes. - Learning the technical aspects of each deliverable and communicating with internal teams to resolve quer...

Role:RelationshipExecutive/RelationshipManagerCEC EducationBackground Graduate/Post-Graduate/MBAwithaminimumof2yearsofexperienceintheBFSIsector. WorkExperience 1to3yearsofsalesexperience.PreferencewillbegiventoNISM5A&21AcertifiedcandidateswithexperienceinmanagingRetail/HNIclientsandin-depthknowledgeofMutualFunds. Candidatewillingtorelocatecanalsoapply CriticalSkillsRequired RelationshipManagement InfluencingSkills Technical/ProductKnowledge PresentationSkills InterpersonalSkills EffectiveCommunication Result-orientationwithstrongadherencetocompliance RolePurpose Tomaximizesalesbyplanningandimplementingorganizationalstrategiesandactivitiesinordertoachieveassignedbusinesstargets. KeyAccountabi...

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, Hemalatha Call & WhatsApp :- 7200031602 Share Updated resume, hemalatha@avaniconsulting.com

Wealth Manager responsible for advising clients on unlisted shares and private-market investments, managing HNI portfolios, acquiring new investors, driving revenue growth, and ensuring smooth end-to-end investment execution.

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

Role Description : As a Software Engineer - Investment ops at Incedo , you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities: Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and maintain...

Role & responsibilities The main responsibility consists of achieving Business targets set, which includes-broking revenue along with cross-selling, third party products & in house products launched by Sharekhan time to time, servicing to existing/ new acquired clients of Sharekhan One segment. Also generate advisory & operational issues & give timely solutions which will play a differentiator for this segment. To Gaurentee: To achieve revenue target through broking & cross selling products launched by Sharekhan. Generate interest income. Understanding of clients profile & suggesting Portfolio/Asset allocation. Brokerage revenue/ Asset gathering/ interest income as per target set for Sharekh...

Role & responsibilities We have Openings @ Hyderabad and AP Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship Interested candidates ...

Role Overview: As a Lead - Private Fixed Income Operations at SLC Management, you will be part of the Investment Services and Operations Group responsible for administering and reporting non-public investments and loans to corporations globally. Your role will involve managing a diverse investment portfolio, including bonds, debentures, limited partnerships, lease securitization, and project financing. Key Responsibilities: - Accurately process and report on trade, cash, and corporate action lifecycle activities in a timely manner - Troubleshoot basic trade, cash, and corporate action issues and identify discrepancies in the data - Communicate issues clearly to immediate team members - Meet ...

As a Manager-Portfolio Data Analytics in the Wealth and Retail Banking department at IDFC First, you will play a crucial role in owning and driving the product life cycle for Investment Products. Your key responsibilities will involve: - Aligning business and technical components to efficiently deliver banking needs - Managing teams, systems, processes, and culture conducive to scalability - Collaborating with Retail teams for product, operations, sales, policies, and compliance - Creating product specifications based on customer inputs - Managing the product life cycle through customer segmentation and needs assessment - Preparing business case documents - Enhancing portfolio performance - ...

As a motivated and client-focused Wealth Management Associate / Advisor interested in joining a financial advisory team in Trivandrum, Kerala, you should have 2 to 5 years of experience in wealth management, investment advisory, or financial planning. You must possess a strong understanding of financial markets, portfolio strategies, and client relationship management. **Key Responsibilities:** - Assist clients in managing and growing their investment portfolios based on their financial goals and risk appetite - Provide personalized wealth management solutions such as mutual funds, insurance, bonds, equities, and other financial products - Conduct periodic portfolio reviews - Stay up-to-date...

Responsibilities: * Manage HNIs' wealth through financial planning & investment advice * Oversee mutual fund portfolios & PMS strategies * Ensure compliance with regulatory standards Provident fund Health insurance

Location - Ahmedabad Job Responsibilities _____________________________________________________________________________ Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset all...

Role Description :As a Software Engineer - Investment ops at Incedo, you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities: Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and maintainin...

Role Description :As a Software Engineer - Investment ops at Incedo, you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities : Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and maintaini...

Role & responsibilities Client Acquisition and Relationship Management: • Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. • Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. • Profiling Customers and providing financial products to meet customer needs. • Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. • To ...

Key Responsibilities 1. Business Development & Sales • Achieve assigned sales and revenue targets for wealth management products and services. Identify and onboard High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). • Explore cross-selling and up-selling opportunities across investment and wealth solutions. 2. Client Relationship Management • Build, strengthen, and maintain long-term relationships with clients. • Conduct regular portfolio reviews and provide personalized financial solutions . • Ensure superior client servicing standards and timely resolution of queries. 3. Compliance & Risk Management Ensure strict adherence to company policies, compliance standar...

We are seeking a highly motivated Client Acquisition Manager to drive sales growth of MF, AIF,PMS to HNI clients. Ideal candidate will built a strong relationships with clients and a proven track record of achieving sales targets. Required Candidate profile Drive sales of MF, AIF, and PMS products to meet business objectives Build strong relationship with new clients/partners Stay updated on market trends, product knowledge Meet and exceed sales targets