37 Investment Sales Jobs

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.,

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.

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

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.

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)

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.

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

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

Generate new business opportunities Conduct cold calls, follow up on leads, and schedule meetings with clients Present and promote products(Debentures/Equity) to prospective clients Submit reports to management. 2 Wheeler mandatory

Description 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

Description 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

Description 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

Job Title: Investment Banking Business Development Manager Job Summary: We are seeking an experienced Investment Banking Business Development Manager to drive growth and expand our client base. The ideal candidate will have a deep understanding of the investment banking industry and strong business acumen to identify and capitalize on new business opportunities. This role will involve building and maintaining relationships with potential clients, investors, and key stakeholders, and driving revenue generation through strategic partnerships and business initiatives. Key Responsibilities: Business Development Strategy: - Develop and implement strategies to acquire new clients, build relationships, and expand the firm's market presence. - Identify and assess new business opportunities in the investment banking sector, including mergers and acquisitions (M&A), capital markets, and advisory services. - Work closely with senior leadership to align business development efforts with company goals and market trends. Client Relationship Management: - Build and maintain strong relationships with key decision-makers in potential and existing client organizations. - Act as the main point of contact for clients, understanding their needs and providing tailored solutions in line with the firm's offerings. - Coordinate with internal teams to ensure the smooth execution of client projects and services. Market Research & Competitive Analysis: - Conduct thorough market research to identify emerging industry trends, competitive landscape, and potential clients. - Analyze competitor activities and market dynamics to identify areas of opportunity or risk. - Monitor industry developments and propose strategies to stay competitive in the market. Pitch & Proposal Development: - Lead the preparation of pitch materials, presentations, and proposals to prospective clients. - Collaborate with internal teams (e.g., investment bankers, analysts) to deliver compelling value propositions to clients. - Ensure that proposals and presentations are high-quality, client-focused, and meet their specific business needs. Deal Origination & Execution: - Support deal origination efforts, including identifying potential targets, structuring deals, and managing negotiations. - Assist in the execution of transactions, including coordinating with legal, financial, and operational teams to ensure successful deal closure. - Monitor the performance of deals post-closure and assist in ongoing client relationship management. Networking & Partnerships: - Build a network of industry contacts, including executives, investors, financial institutions, and other relevant stakeholders. - Represent the firm at industry conferences, events, and networking opportunities to expand the firm's visibility and reputation in the market. - Foster strategic partnerships with external organizations that can enhance the firm's service offerings and client base. Revenue Growth & Performance Tracking: - Drive revenue growth by successfully closing new business deals and expanding existing client relationships. - Set and track business development goals, including sales targets, conversion rates, and new client acquisition metrics. - Report on business development activities, progress toward targets, and success rates to senior management. Pay: As per market - For internship- remote is ok for unpaid interns. - For pre-placement offers- preferred location is Hyderabad (6 months internship converted to full time) - Remuneration: As per market (depending on profile) About Us: We are an advisory firm helping companies/funds with fundraise, mergers and acquisitions. Below is a copy of our profile: For application- Typical Application Process: Email application - Questionaire sent with further information requisite - Video Interview to be conducted - 2 sample tasks to be completed - Final Round of Interview

This role is for one of our clients in the Sales industry, based in Delhi. As a Mid-Senior level Investment Sales Consultant, you are expected to have a minimum of 2 years of experience. Your primary responsibilities will include promoting mutual fund solutions, nurturing investor relationships, and driving revenue across retail and HNI segments. Your role will involve client acquisition, lead generation, client engagement, advisory services, product consultation, sales closure, market tracking, insights sharing, reporting, and compliance. You will be responsible for proactively identifying and onboarding new investors through various channels, maintaining a pipeline of high-potential leads, and offering personalized investment advice based on clients" needs. Your goal will be to promote and sell mutual funds and related investment products, achieve revenue targets, stay updated on market movements, and ensure compliance with regulatory standards. To excel in this role, you should hold a Bachelor's degree in Finance, Economics, Business, or a related field, along with 2-15 years of experience in sales or advisory roles in mutual funds, wealth management, banking, or insurance. Additionally, certifications such as NISM VA, CFP, or AMFI would be advantageous. Strong interpersonal skills, consultative selling abilities, and a deep understanding of retail investment products are essential. Fluency in English and at least one regional language is required. Having an existing network in the financial advisory or wealth space, experience with HNI clients, exposure to investment platforms, CRM tools, or wealth-tech products would be beneficial. You will have the opportunity to be part of a purpose-driven team, access a strong product suite and marketing support, and benefit from a competitive salary with an uncapped incentive model. Transparent career growth opportunities within sales or advisory leadership are also provided. If you are passionate about wealth management, enjoy advising clients on investment strategies, and are energized by closing deals, this role offers a rewarding opportunity to grow within one of India's most exciting financial platforms.,

- 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

Generate new business opportunities. • Conduct cold calls, follow up on leads, and schedule meetings with clients. Present and promote products(Debentures/Equity) to prospective clients. • Submit daily/weekly/monthly reports to management. 2 Wheeler

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

Roles and Responsibilities: You'll be responsible for growing our investment business in your assigned area. You'll work closely with our sales teams, advise clients, and help everyone stay updated on the latest investment products and market trends. Own Sales Targets: Be responsible for meeting the investment sales goals for your location. Boost Investment Sales: Help our Wealth Relationship Managers and Business Development Relationship Managers sell investment products more effectively. Grow Managed Funds: Work to increase the total amount of money clients have invested and managed by us in your location (Assets Under Management - AUM). Find New Investors: Help existing clients also start investing in Mutual Funds and other investment products. Improve Client Experience: Make sure clients have a great experience through both the quality of advice and the efficiency of our services. Help with Investment Plans: Assist customers in deciding how to spread their investments across different types of assets (asset allocation). Watch and Review Portfolios: Keep an eye on client investment portfolios and review them regularly. Adjust Portfolios: Change portfolios when needed, either to manage risks or to take advantage of new sales opportunities. Coach Sales Teams: Train and guide our Asset Relationship Managers and Business Development Relationship Managers on the newest investment products. Share Market Updates: Regularly hold calls and meetings to update the sales teams on market trends and new product information. Client Meetings: Join Relationship Managers on client calls to explain products, provide details, and help secure investments. Talk to Product Providers: Regularly connect with companies that provide investment products (like mutual funds or PMS providers) to get updates and market feedback, and then share this information internally. Grow Big Clients: Focus on increasing the number of large clients (those with more than 50 Lacs INR in assets). Promote Key Products: Encourage the activation of specific products like PMS (Portfolio Management Services) and AIF (Alternative Investment Funds).

- 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

- 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

- 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

- Tele Sales Channel / inside sales - Handling auto / Health Insurance - Handing a tele sales team and drive business to achieve the target - Need to get business from mapped executives - Build good relationship with channel partner & customer Required Candidate profile - 6 months experience in GI products Sales - Good communication and relationship skills - Excellent knowledge of financial investment products - Ready to work under target pressure / leading team Perks and benefits Monthly travel allowance and incentives

- Bank Assurance Channel - Handling auto insurance / Health Insurance - Need to get business from mapped partners - Handing the partner bank staff and drive business to achieve the target - Build good relationship with channel partner & customer Required Candidate profile - 6 months experience in GI products 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

- 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 Banking products 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

Job description a) Recruiting New Financial Advisor. b) Responsible for clearing the exam IC33. c) Making new license for the company. d) Providing product knowledge. e) Responsible for training to Advisor. f) Train, motivate & mentor the sales team.