33 Investment Services Jobs

As a Private Equity/Agent/Freelancer at Supremus Angel, you will play a crucial role in facilitating investments in our company's financial products, with a focus on Pre-IPO investments. Whether you are a fresher or have 1 to 3 years of experience in the financial industry, we welcome motivated individuals to join our team and contribute to our growth and success. **Roles and Responsibilities:** - Develop and implement effective strategies to promote our investment products, particularly Pre-IPO investments. - Utilize existing networks and actively seek new leads and opportunities for investment. - Educate potential clients about our investment products, highlighting their benefits and featu...

As a dynamic leader with a strong background in banking, wealth management, or investment services, you will spearhead investor relations and business development efforts at GrowMo360. This role offers high visibility, global outreach, and the opportunity to work closely with top-tier investors and decision-makers. Key Responsibilities: - Develop and execute strategies to attract and engage HNIs, family offices, and institutional investors. - Represent GrowMo360 in investor meetings, business forums, and exclusive networking events. - Drive lead generation, client acquisition, and proposal development. - Build and maintain a robust pipeline of investors and strategic partners. - Collaborate ...

You will be joining Rudra Shares & Stock Brokers Ltd. (RUDRA) as a Sales Broking professional based in Lucknow. In this full-time role, you will be responsible for providing exceptional customer service, executing brokerage transactions, delivering sales pitches, and providing training on investment services. Your daily tasks will include engaging with clients to understand their financial goals and investment requirements. - Provide exceptional customer service - Execute brokerage transactions - Deliver sales pitches - Provide training on investment services - Engage with clients to understand their financial goals and investment requirements To excel in this role, you should possess strong...

As a Sales & Marketing professional at PA Wealth, you will be part of a team dedicated to providing specialized services in the domain of Stocks, Mutual Funds, and related Investments. Your role will primarily focus on Leads conversion, where you will play a crucial part in helping investors create substantial wealth through strategic investment opportunities. Key Responsibilities: - Utilize your expertise in Sales & Marketing to effectively convert Leads into successful investment clients - Collaborate with team members to develop and implement strategies for maximizing sales opportunities - Stay updated on market trends, investment products, and competitor activities to enhance sales perfo...

Job Description: Where learning meets growth, offering exciting opportunities for professional development and financial success. PA Wealth is looking for a Sales & Marketing Executive to join their team. If you are enthusiastic about making a career in Stocks, Mutual Funds & related Investments, eager to learn how investments help create huge wealth for investors, and committed to putting your efforts into becoming leaders in investment services, then this role might be perfect for you. Key Responsibilities: - Specialize in sales & marketing of Investment services - Generate and convert leads effectively - Develop new business opportunities Qualifications Required: - MBA in Marketing & Fina...

Role Overview: As an Advance Principal - Change Management at Invesco, you will play a key role within the Change Management function supporting Investment & Distribution Services. Your responsibilities will include executing projects and driving change in a diverse role that encompasses strategy planning, analytics, continuous improvement, and governance. You will collaborate with internal functions and subject matter experts to ensure project delivery in a timely and effective manner. The role requires you to be a global problem solver with a good understanding of Investment and Distribution Services, a dynamic thinker, a self-starter, and possess the necessary professional competence and ...

As a Vice President in the GFCoE Controllers team at BNY, you will play a crucial role in monitoring Month end close activities, variance analysis, and General Ledger Balance Sheet Account Reconciliations. Your responsibilities will include: - Managing the Journal entry process and Blackline General ledger reconciliations - Conducting month-end closing of Books of accounts, working on various Sub-ledgers, and performing Balance sheet Reconciliation & Reporting activities - Demonstrating excellent knowledge and expertise in month-end close, Accrual & Prepaid, variance analysis, and Lease Accounting - Understanding Agreements/Statement of works and ensuring accurate accounting - Reviewing jour...

As VP Product Governance India, you will be responsible for the ongoing management, governance, and enhancement of Investment Services & Products on the India platform across PBWM. You will collaborate with global and local teams to ensure that current and future investment propositions are aligned with strategy, risk appetite, and control requirements. Your role will involve driving simplification, transformation, and optimization of the India Investments operating model as part of the Strategic Change Agenda, working closely with Front Office, COO, and global ISP teams. Key Responsibilities: - Lead governance of product platforms, ensuring alignment with regulatory, risk, and control requi...

Business Development Executive (BDE) Mumbai & Pune We are seeking a dynamic Business Development Executive to join our growing team. The ideal candidate will be responsible for promoting our investment services to HNI clientele, traveling between our Mumbai (Kandivali but soon SHifting to Borivali) and Pune offices, and building strong client relationships. Key Responsibilities Travel regularly between Mumbai and Pune offices as required Identify, engage, and nurture relationships with high-net-worth individuals (HNIs) Present and promote investment solutions tailored to client needs Achieve business development targets and contribute to revenue growth Maintain regular communication with cli...

As a Senior SEO Executive at DigiBirds360 Media Pvt. Ltd., located in Faridabad, you will play a crucial role in leading the SEO strategy focused on securities, finance, and secured loans domain. Your expertise will be instrumental in enhancing organic visibility, driving traffic, and generating qualified leads for various financial products and services to establish a strong presence in the competitive financial search landscape. Key Responsibilities: - Develop and implement comprehensive SEO strategies in alignment with business objectives within the finance domain. - Conduct thorough keyword research emphasizing secured loans, financial products, securities, and investment services. - Opt...

Role Overview: As an Advance Principal - Change Management at Invesco, you will play a key role within the Change Management function supporting Investment & Distribution Services. Your responsibilities will include executing projects/initiatives, driving change, strategy planning/execution, analytics, continuous improvement, and managing stakeholders" expectations. Your role will involve collaborating with internal functions and subject matter experts to ensure project/change is delivered effectively and in a timely manner. You should be a dynamic thinker, self-starter, and possess excellent problem-solving skills. Key Responsibilities: - Manage multiple projects through the full project li...

As a Market Data Specialist, you will play a crucial role in managing and optimizing market data services across the organization. Your responsibilities will involve supporting investment teams by handling benchmark governance, market data sourcing, and vendor relationships. You will collaborate closely with internal stakeholders and external market data partners/vendors to ensure efficient data usage, contractual compliance, and strategic initiatives related to market data. Key Responsibilities: - **Market Index Sourcing & Onboarding** - Identify and onboard new market data/benchmark/indices to align with evolving investment strategies. - Evaluate index/market data providers for coverage, a...

As an experienced Market Data Manager, your role involves understanding business requirements for market data in the asset management industry. You will negotiate with vendors on contractual terms and fees, manage and monitor usage to ensure compliance with market data contracts, and review data invoices in accordance with agreements. Your responsibilities also include ensuring alignment to the data governance framework, streamlining market/vendor data practices for improved efficiencies, defining and executing a market data strategy, managing vendor costs, and allocating costs across various business units. Key Responsibilities: - Understand business requirements for market data in the asse...

Role Overview: As a Private Equity Agent/Freelancer at Supremus Angel, you will play a crucial role in promoting the company's investment products, particularly focusing on Pre-IPO investments. Whether you are a fresher or have 1 to 3 years of experience in the financial industry, your dedication and motivation to facilitate investments will be highly valued. Key Responsibilities: - Develop and implement effective strategies to promote investment products, with a special focus on Pre-IPO investments. - Utilize existing networks and actively seek new leads and opportunities for investment. - Educate potential clients about the benefits and features of investment products offered by the compan...

As a dynamic leader with a strong background in banking, wealth management, or investment services, your role at GrowMo360 will involve spearheading investor relations and business development efforts. You will have the opportunity to develop and execute strategies to attract and engage HNIs, family offices, and institutional investors. Representing GrowMo360 in investor meetings, business forums, and exclusive networking events will be a key responsibility, along with driving lead generation, client acquisition, and proposal development. You will also be responsible for building and maintaining a robust pipeline of investors and strategic partners, collaborating with internal teams to deliv...

As a Sales & Marketing professional at PA Wealth, you will be involved in promoting and selling investment services, focusing on Stocks, Mutual Funds, and related Investments. Your key responsibilities will include: - Specializing in Sales & Marketing of Investment products - Emphasizing on Leads conversion to drive business growth - Immersing yourself in the dynamic world of investments to understand how they can generate substantial wealth for investors To excel in this role, you are required to meet the following qualifications: - Hold an MBA in Marketing & Finance or an equivalent qualification - Have a keen interest in Stock Markets - Possess knowledge and skills in Sales & Marketing wi...

Role Overview: You will be joining Rudra Shares & Stock Brokers Ltd. (RUDRA) as a Sales Broking professional based in Lucknow. In this full-time role, you will be responsible for providing exceptional customer service, executing brokerage transactions, delivering sales pitches, and providing training on investment services. Your daily tasks will include engaging with clients to understand their financial goals and investment requirements. Key Responsibilities: - Provide exceptional customer service to clients - Execute brokerage transactions - Deliver sales pitches to potential clients - Provide training on investment services - Engage with clients to understand their financial goals and inv...

As a Sales & Marketing Executive at PA Wealth, you will have the opportunity for professional growth and financial success in the field of Sales & marketing of Investment services, Leads generation & conversion, and Business Development. PA Wealth is a company that provides a platform for individuals passionate about building a career in Stocks, Mutual Funds, and related Investments. They are dedicated to educating employees on how investments can create significant wealth for investors, aligning with their investment philosophy. **Key Responsibilities:** - Sales & marketing of Investment services - Leads generation & conversion - Business Development **Qualifications Required:** - MBA in Ma...

As Vice President, Accounting at BNY, you will play a crucial role in monitoring Month end close activities/variance analysis and General Ledger Balance Sheet Account Reconciliations. Your responsibilities will include: - Overseeing the Journal entry process and Blackline General ledger reconciliations. - Conducting Month end closing of Books of accounts, working on various Sub-ledgers, Accounting Knowledge, Balance sheet Reconciliation & Reporting activities. - Demonstrating excellent knowledge and expertise in month end close, Accrual & Prepaid, variance analysis, Lease Accounting. - Understanding the Agreements/Statement of works and determining the accounting implications. - Reviewing jo...

Relationship Manager - Professionals-Kotak Private Banking-Relationship Manager Job Role Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services. Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet. Acquire New Clients for the firm and also develop new territories. Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients. Adhere to all company processes and policies, and carry the Kotak brand through developed functional and behavioral skills. Deliver Sales Targets Job Requirements Excellent written...

You are looking for a Senior SEO Executive specializing in the securities, finance, and secured loans domain. In this role, you will lead the SEO strategy to enhance organic visibility, drive traffic, and generate qualified leads for financial products and services. Your expertise will be crucial in establishing a strong presence in the competitive financial search landscape. Your responsibilities will include developing and implementing comprehensive SEO strategies aligned with business goals in the finance domain. You will conduct in-depth keyword research focusing on secured loans, financial products, securities, and investment services. Optimizing website content, landing pages, blogs, a...

As a High-Net-Worth Individual Relationship Manager at Anand Rathi Share and Stock Brokers Ltd, you will be entrusted with the responsibility of nurturing relationships with high-net-worth individuals. Your role will involve offering expert financial research and advisory services, aiding in maximizing investment returns, and providing customized investment recommendations across various asset classes. To excel in this position, you should possess a strong background in Wealth Management, Financial Advisory, and Investment Services. Client Relationship Management and Communication skills are paramount as you engage with affluent clients. An understanding of Investment Banking, Insurance Brok...

Identify and acquire new franchisees/sub-brokers in assigned territories Conduct presentations and meetings with potential partners Evaluate partners on business potential, experience & financials Required Candidate profile Minimum 2 years of experience in franchise acquisition/sub-broker recruitment in broking/finance industry Strong understanding of stock broking, financial products, and SEBI norms

AssetPlus, a rapidly growing fintech company offering innovative investment solutions, is currently looking for a Manager of Wealth & Investment Services. In this role, you will be responsible for overseeing and leading a team of financial experts and analysts to ensure exceptional client service and drive business growth. Your key responsibilities will include leading and guiding the team to achieve performance benchmarks related to user portfolio management and engagement. Conducting regular coaching sessions and performance reviews to enhance team effectiveness will be crucial. You will also design and implement training modules to upskill team members on market knowledge, coaching conver...

The ideal candidate for this role will be responsible for benchmark governance and lifecycle management, stakeholders and vendor management, design and implementation of benchmarks for performance and risk measurement, management of Strategic Asset Allocation benchmark changes, sourcing and onboarding of new market indices, market data usage and contract renewal review, relationship management with vendors for contractual aspects and follow-up, negotiation with vendors on contractual terms and fees, licensing cost and process optimization management, as well as contributing to ad hoc projects and improvement initiatives. The candidate should possess a degree in Finance, Accounting, or Busine...