22 Investment Services Jobs

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...

You will be responsible for providing investment and insurance services to clients, meeting with clients to sell investment and insurance products. The salary offered for this position ranges from 20,000/- to 25,000/- along with incentives. The working hours for this role are from 09:00 AM to 07:00 PM with a 1-hour lunch break, Monday to Friday, and half day on Saturdays. The company specializes in comprehensive recruitment solutions, ensuring that your company thrives with the right people. In addition to recruitment services, the company also offers bespoke technical solutions such as website development and app creation. The dedicated team at the company ensures precise execution aligned ...

Are you passionate about Sales & Marketing of Investment services, particularly in the domain of Stocks, Mutual Funds & related Investments Do you hold an MBA in Marketing & Finance or equivalent qualification If yes, then we invite you to join PA Wealth, where learning meets growth, offering exciting opportunities for professional development and financial success. At PA Wealth, we are dedicated to providing specialized services in Sales & Marketing of Investment products, with a focus on Leads conversion. As a member of our team, you will have the chance to immerse yourself in the dynamic world of investments and learn how they can create substantial wealth for investors. If you are enthus...

As the 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, Blackline general ledger reconciliations, and month-end closing of books of accounts. Your expertise in areas such as accruals, prepaid expenses, variance analysis, and lease accounting will be essential in this role. You will be expected to comprehend agreements and statements of works to ensure accurate accounting practices. Strong knowledge in reviewing journal entries, substantiating supporting documentation, and conducting gener...

The role offers exciting opportunities for professional development and financial success in the field of Sales & marketing of Investment services, Leads generation & conversion, and Business Development. The ideal candidate should hold an MBA in Marketing & Finance or equivalent, along with a minimum of 3-4 years of relevant experience. PA Wealth provides a platform for individuals who are passionate about building a career in Stocks, Mutual Funds, and related Investments. The company is dedicated to educating its employees on how investments can create significant wealth for investors, aligning with their investment philosophy. They are looking for candidates who are committed to becoming ...

KKR is a leading global investment firm that offers alternative asset management, capital markets, and insurance solutions. KKR aims to generate attractive investment,

Asist Advisor teams, who work one-on-one with individual and/or corporate clients providing comprehensive personal financial planning, investment planning and tax services to corporate employees, executives and other high-net-worth individuals Work closely with Private Wealth Advisor teams to support their AYCO clients Leverage your operational background and experience to contribute to a growing business Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding investment related transactions Manage cash balances and private banking services in accounts Resolve time sensitive client service-related issues, including complex situations P...

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

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...