6112 Investment Products Jobs - Page 23

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

You will be joining Equirus Wealth Private Limited as a Senior Backoffice Operations professional, reporting to the Head of Operations - HNI Advisory & Broking. Your main responsibility will be to oversee the entire operations and manage the back-office team of the Broking business. Your expertise in functions like KYC, Demat Operations, and Back-office operations will be crucial in ensuring smooth processes and timely submissions for regulatory compliances. With over 5 years of experience in back-office operations for Broking, you are expected to demonstrate advanced proficiency in Microsoft Excel and have a solid understanding of financial markets, investment products, and trading platform...

Hi, Hiring, Job Title : Investment Relationship Manager (Wealth RM) Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. 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. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship Specific Qualifications Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) :...

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Maintain excellent relationship with existing clients and expansion of key clients Ensuring high volume of business in the given location/segment to achieve the desired gross sales. Develop and maintain key new client base. Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complie...

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 in...

Syfe is APACs largest and fastest-growing digital wealth platform, trusted with over US$10 billion in assets. We are fundamentally changing how hundreds of thousands of people across Asia-Pacific build wealth through a holistic approach to managing money rather than just pushing investment products. Backed by world-class investors and recognised as a leader in wealthtech, we are a team of passionate builders creating the future of wealth management. The Opportunity Reporting to the Senior Compliance Manager in Singapore, you will work closely with key internal stakeholders to ensure the maintenance of Syfes obligations as a licensed entity. Location: Gurgaon What You ll Do Perform anti-money...

Role & responsibilities Wealth Relationship Manager - HNI Sales | B2C Sales | Kolkata | Upto 20-23L Should have prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 50 Lakhs and above. Preferred candidate profile Responsible for bringing their existing HNI/UHNI clients and building a strong client book Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients. Regards, Sandipa 7980475998