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5.0 - 10.0 years
0 - 0 Lacs
navi mumbai, mumbai city, thane
On-site
Leading Financial services and advisory firm requires Mgr /Sr Manager ( Investment and wealth sales)- - Mumbai/Thane/ Navi mumbai PFB the JD and details- Role Overview- This is a high-impact B2B client acquisition and business development role. We are seeking an entrepreneurial and finance-savvy professional who will drive new client acquisition through relationship building with CXOs, UHNIs, and Family Offices. The individual will play a crucial role in expanding Treasury and Wealth Management client base while working closely with top-level management. Over 23 years, the candidate will gain deep exposure to FX, derivatives, treasury, corporate finance, and wealth management by participating in high-level meetings. Key Responsibilities- -Drive professional services sales by targeting Treasury Solutions for Export-Import companies and Wealth Solutions for UHNI and Family Offices. -Set up 10+ qualified CXO/UHNI-level meetings per month using LinkedIn, cold calls, references, and webinar leads (Database and support provided). -Maintain accurate CRM records in ZOHO for leads, meetings, and pipeline tracking. -Create compelling presentations and pitch decks tailored to corporate and UHNI prospects. -Support business growth by identifying client needs and positioning IFAs value-added services. -Collaborate with the senior team to strategize entry points and engage clients at promoter/CFO levels. -Transition into a Treasury/Wealth Advisor or Managerial Role within 12 years based on performance. Qualifications & Experience - 5- 9 years of experience in sales. Very proficient in English and the basics of financial concepts. -Experience in customer service or relationship management will be preferred. -Proven track record in pre-sales or direct sales, preferably in B2B or high-ticket B2C segments. -Excellent communication skills, both verbal and written, with fluency in English. -Highly motivated, entrepreneurial mindset, strong relationship management skills. -Graduate/Postgraduate from with a specialization in Finance or Dual Specialization MBA. -Not suitable for candidates with only back-office or operational profiles or analyst roles. What You Will Learn -Direct exposure to strategic discussions with CXOs, UHNIs, CFOs, and promoters across industries. -Advanced financial concepts including Treasury Management, FX Derivatives, Predictive Models, Option Greeks, and Asset Allocation. -Hands-on coaching from Harvard-educated mentors and weekly financial marke training sessions. -Mastery of presentation skills, negotiation techniques, and life skills for high-level advisory roles. -Opportunity to build a sustainable client base with long-term revenue-sharing potential If the position interest you kindly share your cv at career@megmasrrvices.co.in or contact Pranav- 7011354635 Share the following details - current fixed CTC and Notice period - Expected ctc - Relevant experience in wealth and treasury sales
Posted 22 hours ago
0.0 - 4.0 years
0 Lacs
dewas, madhya pradesh
On-site
As a Marketing Executive at United Overseas Bank Limited (UOB), your role involves marketing and promoting a wide range of banking products and services, such as Unit Trust, Insurance, and Deposits to both existing and potential customers. You will engage in cross-selling other banking products based on customer needs and focus on managing and developing long-term relationships with customers while providing after-sales services. It is crucial to adhere to company policies, regulatory risk, and compliance standards. Upon joining, you will be required to obtain recognized industry qualifications like FIMM, PCE, CEILI, and IPPC. Your qualifications should include having obtained a Diploma or Bachelor's degree in any discipline. Fresh graduates are encouraged to apply. Fluency in English, Mandarin, and Malay is essential for effective communication with customers. A passion for wealth management, investment sales, and client engagement is key to excelling in this role. Additionally, being mature, pleasant, independent, self-motivated, and highly sales and service-oriented are qualities that will contribute to your success in this position. Joining UOB means being part of a company with a history spanning over 80 years and guided by values such as Honorable, Enterprising, United, and Committed. As part of the UOB family, you will have the opportunity to develop, engage, execute, and strategize, ultimately making a difference in the banking industry. Apply now to be a valuable member of the UOB team and contribute to the company's long-term success.,
Posted 5 days ago
0.0 - 4.0 years
0 Lacs
dewas, madhya pradesh
On-site
As a Marketing Executive at United Overseas Bank Limited (UOB), you will be responsible for promoting a diverse range of banking products and services, such as Unit Trust, Insurance, and Deposits, to both existing and potential customers. Your role will involve engaging in cross-selling activities to cater to customer needs, managing and nurturing long-term relationships with clients, and providing after-sales services. It is crucial to adhere to the company's policies, regulatory risk, and compliance standards to ensure ethical and sustainable business practices. To excel in this role, you will be expected to obtain recognized industry qualifications like FIMM, PCE, CEILI, and IPPC upon joining the team. We encourage fresh graduates to apply, and candidates with a Diploma or Bachelor's degree in any discipline are welcome. Proficiency in English, Mandarin, and Malay is essential for effective communication with a diverse customer base. A genuine interest in wealth management, investment sales, and client engagement is highly valued, along with traits such as maturity, pleasant demeanor, independence, self-motivation, and a strong orientation towards sales and service excellence. In addition to the core responsibilities, the successful candidate will be required to develop, engage, execute, and strategize effectively as part of the UOB family. If you are passionate about making a difference in the financial services industry and possess the necessary qualifications and attributes, we invite you to apply for this exciting opportunity at UOB.,
Posted 6 days ago
1.0 - 5.0 years
0 Lacs
maharashtra
On-site
You will be responsible for providing investment underwriting, financial analysis, and transactional due diligence support for potential real estate investment opportunities, including acquisitions, dispositions, and development. Additionally, you will contribute to the preparation of presentations for the Investment Committee. Your key duties and responsibilities will include running a comprehensive investment underwriting process, creating detailed financial models using Excel and Argus, making market assumptions, and conducting analyses to support investment opportunities. You will also assist in preparing investment presentations for the Investment Committee, conducting ad-hoc analysis and industry-related research, managing transactional due diligence processes, and liaising with counterparties. Collaborating with various departments such as legal, accounting, leasing, development, finance, and property management to gather, interpret, and share information for potential investments will be part of your role. You may also be required to provide additional support to the Investments team as necessary. To qualify for this position, you should hold a Bachelor's degree in finance, real estate, or a related technical field. Ideally, you will have 1-4 years of experience in commercial real estate, corporate finance, asset management, or investment sales, or a background in investment banking or management consulting. Proficiency with Argus is essential for this role. Strong financial modeling skills, with expertise in commercial real estate transactions and a deep understanding of real estate fundamentals, will be advantageous. Being organized, task-oriented, and capable of working in a fast-paced, team-oriented environment with multiple deadlines while adapting to changing priorities is crucial. Excellent written and oral communication skills are necessary, with the ability to communicate technical information clearly and concisely. Experience in analyzing financial statements, leases, and related documents for forecasting, underwriting, and assessing tenant credit quality is preferred. Proficiency in Microsoft Excel, PowerPoint, Word, and Argus is highly desired.,
Posted 1 week ago
5.0 - 9.0 years
0 Lacs
chandigarh
On-site
As a Senior Business Development Manager in Real Estate at Rana Infracon India Pvt. Ltd., you will play a pivotal role in leading the investor acquisition and expansion initiatives. We are seeking an individual who is dynamic, self-driven, and well-connected in the market. If you possess a robust network of High Net-Worth Individuals (HNIs) and Channel Partners (CPs), coupled with a keen eye for real estate investments, this role presents a significant opportunity for your career advancement. Your responsibilities will include sourcing, engaging, and onboarding investors such as HNIs, CPs, and channel partners. You will drive business growth through strategic alliances and investment sales, focusing on presenting and promoting our real estate investment offerings with clarity on Return on Investment (ROI). Leading client meetings, pitches, and negotiations to successful closures will be a key aspect of your role. Building enduring relationships based on trust and value delivery to ensure repeat business will also be a crucial part of your responsibilities. Additionally, you will be exploring and expanding opportunities in affordable housing and ROI-based investment models. To excel in this role, you should have a minimum of 5+ years of experience in real estate business development, investment sales, or channel management. A strong network and influence in the investor/CP ecosystem are essential, along with exceptional communication, presentation, and negotiation skills. A passion for real estate, a drive for achieving targets, and self-motivation are qualities we value. Previous experience in affordable housing will be considered a plus. Joining Rana Infracon offers you a chance to have a leadership-level impact on company growth. You will work in a high-growth environment supported by an experienced management team. You will have the freedom to innovate and spearhead region-specific investor strategies. Attractive incentives and uncapped earnings await top performers. If you are ready to take on this exciting opportunity, apply now by sending your CV to career@ranainfracon.in. For further information, you can contact us at +91 8968700461.,
Posted 1 week ago
1.0 - 5.0 years
0 Lacs
ahmedabad, gujarat
On-site
As an AIF Sales Associate at Whitespace Alpha, you will be part of a dynamic team in GIFT City, Gujarat, where you will have the opportunity to showcase your passion for financial markets and sales skills. Whitespace Alpha is a prominent hedge fund in India known for its cutting-edge strategies that consistently deliver superior returns by leveraging deep market insights, advanced quantitative techniques, and innovative investment approaches. Your key responsibilities will include developing and executing sales strategies to drive investments in our Category III AIF, building and maintaining relationships with HNI clients, family offices, and institutional investors, collaborating with internal teams to refine investment proposals, conducting market research to identify potential investors and business opportunities, and working closely with the marketing team to create investment decks, sales presentations, and client communication materials. We are looking for candidates with a Bachelor's degree in Finance, Business, Economics, or related fields, along with 1-3 years of experience in sales/business development, preferably in the financial sector. Strong communication and interpersonal skills are essential to engage with high-net-worth individuals, and the ability to develop and execute effective sales strategies is crucial for success in this role. A self-motivated and goal-oriented mindset, along with experience in investment sales, hedge funds, or alternative investments, will be advantageous. Candidates from GIFT City, Gujarat, will be preferred for this position. In return, we offer a competitive salary, performance bonus, and ESOP benefits, providing you with the opportunity to work with a leading hedge fund and gain direct exposure to AIF sales and investment strategies. You will be part of a dynamic and fast-paced work environment with significant career growth opportunities, where you will have the chance to interact directly with industry experts and investors. If you are ready to make an impact in the financial innovation space, we encourage you to apply now by sending your application to careers@whitespacealpha.com. Join us at Whitespace Alpha and be part of a team that excels in financial innovation!,
Posted 1 week ago
1.0 - 6.0 years
3 - 5 Lacs
puducherry, chennai, vellore
Work from Office
- Branch Sales Channel / Life Insurance - Existing customer base will be provided - Need to get business from existing customer base / also generate leads from them - Provide services & build good relationship with customer - Target achievement Required Candidate profile - 6 months experience in Life Insurance products Sales - Good communication & relationship skills - Excellent knowledge of financial investment products - Ready to travel / target pressure Perks and benefits Monthly travel allowance and incentives
Posted 1 week ago
1.0 - 6.0 years
3 - 5 Lacs
salem, thanjavur, chennai
Work from Office
- Bank Assurance Channel / Life Insurance - Need to get business from mapped bank branches in open architect model - Handing the partner bank staff and drive business to achieve the target - Build good relationship with channel partner and customer Required Candidate profile - 6 months experience in insurance Sales - Good communication and relationship skills - Excellent knowledge of financial investment products - Ready to travel / target pressure / leading team Perks and benefits Monthly travel allowance and incentives
Posted 1 week ago
1.0 - 6.0 years
3 - 3 Lacs
madurai, nagercoil, salem
Work from Office
- Branch Sales Channel / Life Insurance - Existing customer base will be provided - Need to get business from existing customer base / also generate leads from them - Provide services & build good relationship with customer - Target achievement Required Candidate profile - 6 months experience in Life Insurance products Sales - Good communication & relationship skills - Excellent knowledge of financial investment products - Ready to travel / target pressure Perks and benefits Monthly travel allowance and incentives
Posted 1 week ago
3.0 - 7.0 years
0 Lacs
karnataka
On-site
You will be joining Lucretius Club, a prestigious network exclusive to accredited investors in India eligible under SEBI CAT 1 or CAT 2. As an Investment Sales professional based in Bengaluru, your primary role will involve identifying and pursuing investment opportunities, establishing and nurturing client relationships, offering financial advisory services, and implementing effective sales strategies. Your daily responsibilities will include managing a client portfolio, conducting market analysis, and proposing investment solutions tailored to meet client requirements. Collaboration with the internal team is essential to ensure client satisfaction and meet sales targets. To excel in this role, you should possess expertise in Investment Sales and Real Estate Brokerage, a solid understanding of Finance and Investments, demonstrated sales acumen, and the ability to forge strong client relationships. Strong analytical skills, proficiency in market analysis, and exceptional written and verbal communication abilities are crucial. A Bachelor's degree in Finance, Economics, Business Administration, or a related field is required, and any experience in the alternative investment sector would be advantageous. This is a full-time position that requires your presence on-site in Bengaluru.,
Posted 2 weeks ago
0.0 - 4.0 years
0 - 0 Lacs
karnataka
On-site
As an Investment Advisor - Fixed-Income (Bonds) at Finzace, you will play a crucial role in making fixed-income investments secured, easier, and accessible for individuals. Your primary responsibility will be to communicate effectively with potential investors, understand their investment needs, and assist them in selecting the appropriate fixed-income products such as bonds and FDs. By converting leads into successful investments, you will drive sales for the company and contribute to its growth. In this role, you will be expected to proactively reach out to potential investors through outbound calls, educate them about fixed-income products, and guide them towards making informed investment decisions. Building and maintaining strong relationships with existing investors will also be a key aspect of your job. Additionally, you will be responsible for ensuring a smooth onboarding process for new investors and providing exceptional service to help them build robust investment portfolios. We are looking for individuals with strong communication and persuasion skills, regardless of their level of experience. Freshers who are passionate about finance and sales are encouraged to apply, as we believe in nurturing talent and providing opportunities for growth. While prior experience in fintech or investment sales is a bonus, it is not a mandatory requirement. Knowledge of bonds and other fixed-income products is preferred but not essential. If you are enthusiastic about finance, sales, and helping investors make smart investment choices, Finzace offers a dynamic work environment where you can learn and grow. In addition to a competitive salary ranging from 3 to 4 LPA, we also provide performance-based incentives to reward your hard work and dedication. Join us at Finzace and be a part of our fast-growing invest-tech startup that is revolutionizing the way individuals invest in fixed-income securities.,
Posted 2 weeks ago
8.0 - 13.0 years
15 - 25 Lacs
hyderabad
Work from Office
Cultivate and manage investment relationships with clients Serve as the primary advisor, building trust and offering tailored guidance Enhance client connections through personalized investment solutions Expand client base by leveraging market insights and active engagement Drive product sales to suit client needs Provide timely market updates and expert insights Keep clients informed on investments and performance Utilize existing networks and channels to attract new clients Identify opportunities from evolving client and market landscapes Enhance client satisfaction through effective relationship management Required Skills: Deep knowledge of Markets and Products Proficiency in various asset classes Track record of providing sound investment advice Exceptional communication and interpersonal skills Strong analytical capabilities Embrace digital tools and strategies
Posted 2 weeks ago
8.0 - 13.0 years
35 - 50 Lacs
mumbai
Work from Office
Meet clients to understand their financial goals and risk tolerance Recommend suitable investment products based on client objectives Establish, grow, and oversee investment relationships Act as the primary client contact and trusted investment advisor Provide timely market updates and house views to clients Drive sales by offering tailored solutions to client portfolios Enhance client experience through strong relationship management. Key Skills Required: In-depth understanding of Markets and Products Proficiency in various asset classes Experience in offering investment advice and solutions Excellent interpersonal and communication skills Strong analytical abilities Digital proficiency.
Posted 2 weeks ago
0.0 - 2.0 years
0 - 0 Lacs
kolkata, jamnagar, jaipur
On-site
Direct service to sales to the existing customer through relationship building. Act as a single point of contract for the customers for any customer query/complaint. Identify financial goals of the customers and provide financial planning. Ensure retention of customers. Fix self appointments everyday from given customer databaseas per campaign. Requirementa: Minimum graduation. 6 months to 1 year of experience in sales of inurance/mutual fund/investment/loan/casa. Candidate should have his/her own vehicle. (vehicle is mandatory) Age upto 26 years Fresher with strong interest in sales of insurance are considered. Interested Candidates can share their updated cv on 7990177651 (whatsapp only) or on mail - bhumi.work01@gmail.com
Posted 3 weeks ago
5.0 - 10.0 years
8 - 14 Lacs
bengaluru
Work from Office
Dear Candidates, We are looking for Regional Advisory Manager for our Franchisee Business Servicing Department . Please find below job responsibility for your reference: Drive business and support Regions Business Partners. Selling of SK Research and Advisory Products,Mutual Fund,PMS, LAS etc .. Funding/MF/ IPO Advisory support. Investment Query Resolution Regular Visits to Outlet of business partner Relationship building. HNI Client Meet & Interactions and Seminars. (Market Outlook, Mutual Funds, Stock Idea, SK Advisory Products, etc)
Posted 3 weeks ago
5.0 - 10.0 years
8 - 11 Lacs
bengaluru
Work from Office
Dear Candidates, We are looking for Regional Advisory Manager for our Franchisee Business Servicing Department/Business Partner Group . Please find below job responsibility for your reference: Drive business and support Regions Business Partners. Selling of SK Research and Advisory Products,Mutual Fund,PMS, LAS etc .. Funding/MF/ IPO Advisory support. Investment Query Resolution Regular Visits to Outlet of business partner Relationship building. HNI Client Meet & Interactions and Seminars. (Market Outlook, Mutual Funds, Stock Idea, SK Advisory Products, etc) Candidates with relevant experience from same industry alone will be considered for interview.
Posted 3 weeks ago
7.0 - 12.0 years
8 - 11 Lacs
navi mumbai, maharashtra, india
On-site
About the Role: Identify, evaluate, and execute investment sales transactions in the retail real estate sector. Build and maintain strong relationships with institutional investors, developers, landlords, and high-net-worth clients. Source and close transactions for leased high street retail properties and standalone assets. Independently manage the full transaction cycle, including site inspections, due diligence coordination, negotiations, and closure. Analyse and present investment opportunities using detailed financial models, market assessments, and asset valuations. Demonstrate strong expertise in Lease Rental Discounting (LRD) structures, financial workings, and assets under management or in the lender's book. Collaborate with internal teams for market intelligence and strategic advisory to clients. Drive revenue targets through proactive business development and strategic client management, ensuring high levels of customer satisfaction and long-term partnerships. About You: Minimum 3 years of relevant experience in investment sales, specifically in retail real estate transactions. Proven track record of successful closures in retail asset sales, demonstrating effective negotiation and deal execution.
Posted 4 weeks ago
5.0 - 8.0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
Job Title: Manager Sales Alternatives (PMS and AIF) Location: Mumbai Department: Sales & Distribution Who Are We At Goalstox , we are on a mission to make smart investing simpler, more goal-oriented, and accessible for every Indian. Mutual funds, PMS, AIFsthese are not just investments to us, but powerful levers to help our clients build real wealth. We&aposre now expanding our Alternatives business (PMS & AIFs) and looking for driven professionals who can take this story forwardthrough Indias vibrant third-party distribution ecosystem. Role Overview We are hiring a Manager Sales Alternatives (PMS and AIF) to lead and scale our PMS/AIF distribution via third-party channels across India. This is a channel sales role, ideal for someone with deep IFA/sub-broker connects and a strong understanding of high-ticket investment products. Key Responsibilities Sales Delivery: Drive PMS & AIF sales via IFAs, sub-brokers, wealth managers, and national distributors Channel Development: Identify, onboard, and activate high-potential distribution partners Engagement: Deliver product trainings, webinars, and portfolio updates to boost mindshare and wallet share Market Intelligence: Stay sharp on industry trends, competitor moves, and regulatory updates Reporting: Maintain region-wise MIS, monitor KPIs, and report performance regularly What we are looking for Experience: 58 years in investment sales; minimum 23 years in PMS/AIF distribution via third-party channels. (Senior profiles are welcome) Network: Strong relationships in the sub-broker/IFA ecosystem Education: MBA or equivalent; AMFI certified (or willing to certify) Skills: Excellent in communication, stakeholder management, and consultative selling Why Join Us Be part of India&aposs fast-growing wealth-tech ecosystem ESOPs and profit-sharing. If you are only driven by salary, this may not be the right profile. High-growth, entrepreneurial culture with real ownership A chance to shape the Alternatives vertical at scale If youre passionate about investments, distribution networks, and scaling premium productsthis is your calling. Show more Show less
Posted 1 month ago
5.0 - 9.0 years
0 Lacs
haryana
On-site
As a Sales Manager specializing in HNI/UHNI Investor Relations at Solar Capital, you play a pivotal role in democratizing access to solar energy investments. Solar Capital is dedicated to empowering High Net Worth Individuals (HNI) and Ultra-High Net Worth Individuals (UHNI) to own high-yield solar assets, thereby creating a new asset class that combines clean energy with robust returns for impact-driven wealth creation. Your primary responsibility revolves around engaging with high-value investors and showcasing the long-term returns, tax advantages, and climate impact associated with our solar asset opportunities. By leveraging your deep connections within the HNI/UHNI network, you will identify, connect with, and pitch to potential investors, understanding their financial goals to align them with suitable solar investment plans. Building trust-driven, long-term relationships with investors is key, as you manage the end-to-end onboarding and documentation process. Your role involves conducting investor presentations, webinars, and 1:1 sessions, collaborating closely with the investment and technical teams to ensure seamless execution, meeting monthly fundraising targets, and expanding the investor network. To excel in this role, you should possess a minimum of 4-8 years of experience in wealth management, investment sales, or private banking. A strong network among HNIs, UHNIs, family offices, or NRI investors is crucial, alongside excellent communication, persuasion, and relationship-building skills. Experience in selling investment products or real assets is advantageous, and a passion for sustainability and clean energy is a bonus. Solar Capital offers a competitive fixed salary combined with a lucrative incentive structure. You will have the opportunity to contribute to the development of a new green asset class, enjoy a high degree of autonomy in a growth-oriented role within a purpose-driven organization, and potentially benefit from Equity/ESOPs as a top performer. If you can fluently speak the language of returns and responsibility, envision a future powered by solar energy, and are eager to assist others in benefiting from it, we invite you to join our team at Solar Capital.,
Posted 1 month ago
7.0 - 12.0 years
15 - 30 Lacs
Navi Mumbai
Work from Office
Job Title Investment Sales Retail Assets (Manager/Sr. Manager/AVP/Associate Director or Sr. Associate Director About The Role: Identify, evaluate, and execute investment sales transactions in the retail real estate sector. Build and maintain strong relationships with institutional investors, developers, landlords, and high net worth clients. Source and close transactions for leased high street retail, and standalone assets. Independently manage the end-to-end transaction cycle including site inspections, due diligence coordination, negotiations, and closure. Analyse and present investment opportunities with detailed financial models, market assessments, and asset valuations. Demonstrate strong understanding and experience in Lease Rental Discounting (LRD) structures, financial workings, and assets under management or in the lenders book. Work closely with internal teams for market intelligence and strategic advisory to clients. Drive revenue targets through proactive business development and strategic client management. About You: Minimum 3 years of relevant experience in investment sales, specifically in retail real estate transactions. Proven track record of successful closures of retail asset sales. Strong knowledge of LRD loans, term sheets, and related financial structuring. Excellent understanding of retail leasing, rent structures, yields, and asset monetisation strategies. Strong financial acumen with ability to build, analyse, and present complex investment models. MBA in Finance / Real Estate / related field preferred but not mandatory. Why join Cushman & Wakefield? As one of the leading global real estate services firms transforming the way people work, shop and live working at Cushman & Wakefield means you will benefit from; Being part of a growing global company; Career development and a promote from within culture; An organisation committed to Diversity and Inclusion We're committed to providing work-life balance for our people in an inclusive, rewarding environment. We achieve this by providing a flexible and agile work environment by focusing on technology and autonomy to help our people achieve their career ambitions. We focus on career progression and foster a promotion from within culture, leveraging global opportunities to ensure we retain our top talent. We encourage continuous learning and development opportunities to develop personal, professional and technical capabilities, and we reward with a comprehensive employee benefits program. We have a vision of the future, where people simply belong. That's why we support and celebrate inclusive causes, not just on days of recognition throughout the year, but every day. We embrace diversity across race, colour, religion, sex, national origin, sexual orientation, gender identity or persons with disabilities or protected veteran status. We ensure DEI is part of our DNA as a global community - it means we go way beyond than just talking about it - we live it. If you want to live it too, join us.
Posted 1 month ago
1.0 - 6.0 years
2 - 6 Lacs
Faridabad, Gurugram, Delhi / NCR
Work from Office
Bulk Hiring for Sales Associate (Real Estate) > Salary upto 60k + incentives > 6 Days a week Experience in Real estate sales required ( Dubai / Goa / Gurgaon) Call or Text HR Abhishek: 9211266657 HR Mehak: 9650005227 HR Deepali : 9650092537
Posted 1 month ago
9.0 - 12.0 years
6 - 7 Lacs
Chennai
Work from Office
Role & responsibilities Responsible for Business Development and the Portfolio Management for the Investment Business for the assigned region. Drive and Implement Sales strategy for the Business to deliver Net Income in compliance with organization's goals. Responsible for managing growth and profitability of the channel. Responsible for building capabilities to sell multiple products per customer. Conduct regular and detailed business reviews with team, to ensure business strategies are executed and Budgeted Numbers are achieved. Explore and identify new sourcing avenues and channels to increase penetration and Building a positive investment book. Drive passion to build winning teams. Ensure 100% retention on renewals and also ensure addition of new high net worth clientele Responsible to develop distribution network for the region and drive sales. Increase penetration in retail market thereby increase in market share. Ensure implementation of promotional plans & contests and suggesting new and innovating promotion plan for the area of work. Effectively engage Operations & Risk teams to understand and contribute to overall processes & profitability across locations . Identifying the need of sales training, analyzing changing market trends, channel development etc. Also giving feedback & suggestions to the senior management Achieving & exceeding Business goals.
Posted 1 month ago
4.0 - 9.0 years
7 - 12 Lacs
Indore, Ahmedabad
Work from Office
Drive business and support Regions Business Partners. Selling of SK Research and Advisory Products,, Mutual Fund,PMS, LAS etc .. Funding/MF/ IPO Advisory support. Investment Query Resolution Regular Visits to Outlet of business partner Relationship building. HNI Client Meet & Interactions and Seminars. (Market Outlook, Mutual Funds, Stock Idea, SK Advisory Products, etc)
Posted 1 month ago
3.0 - 8.0 years
6 - 10 Lacs
Hyderabad
Work from Office
We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex transactions. Additionally, you will stay updated on market trends and industry developments to identify potential investment opportunities and assess their feasibility. Responsibilities - Identify and evaluate potential investment opportunities for clients - Conduct comprehensive financial analysis and due diligence on target companies - Develop investment strategies and prepare investment memorandums - Structure and negotiate complex transactions, including mergers, acquisitions, and divestitures - Build strong relationships with clients, stakeholders, and industry experts - Collaborate with legal teams to ensure compliance with regulatory requirements - Stay updated on market trends, industry developments, and competitive landscape Requirements : - Bachelor's degree in finance, economics, or related field (MBA preferred) - At least [5] years of experience in investment banking or related field - Proven track record of successfully executing investment deals - Strong financial modeling, valuation, and analysis skills - Excellent understanding of financial markets, regulations, and investment strategies - Exceptional communication and negotiation abilities - Ability to work under pressure and meet tight deadlines - Proficient in MS Office and financial software applications.
Posted 1 month ago
3.0 - 8.0 years
6 - 10 Lacs
Vadodara
Work from Office
We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex transactions. Additionally, you will stay updated on market trends and industry developments to identify potential investment opportunities and assess their feasibility. Responsibilities - Identify and evaluate potential investment opportunities for clients - Conduct comprehensive financial analysis and due diligence on target companies - Develop investment strategies and prepare investment memorandums - Structure and negotiate complex transactions, including mergers, acquisitions, and divestitures - Build strong relationships with clients, stakeholders, and industry experts - Collaborate with legal teams to ensure compliance with regulatory requirements - Stay updated on market trends, industry developments, and competitive landscape Requirements : - Bachelor's degree in finance, economics, or related field (MBA preferred) - At least [5] years of experience in investment banking or related field - Proven track record of successfully executing investment deals - Strong financial modeling, valuation, and analysis skills - Excellent understanding of financial markets, regulations, and investment strategies - Exceptional communication and negotiation abilities - Ability to work under pressure and meet tight deadlines - Proficient in MS Office and financial software applications
Posted 1 month ago
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