14 Investment Services Jobs

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 and oral communication skills Strong Organizational Skills Strong Communication and Interpersonal Skills Experience in investment/financial services Team player and Collaboration skills Relationship Management Skills

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, and product pages for high-converting financial keywords will be a key aspect of your role. Additionally, you will perform technical SEO audits, address crawlability issues, improve site structure and page speed, and analyze competitor strategies to identify content and SEO gaps. Collaborating with content writers and designers to create engaging and compliant content will be essential. Monitoring performance through tools like Google Analytics, Search Console, Ahrefs, SEMrush, and generating monthly reports on keyword rankings, traffic, and lead conversions are vital tasks. To excel in this role, you should hold a Bachelor's degree in Marketing, Communications, or a related field, along with a minimum of 3 years of SEO experience, preferably in finance, securities, or lending. A strong grasp of financial compliance in content, familiarity with SEO tools, analytical skills, and basic knowledge of HTML/CSS and CMS are required. Preferred skills include previous experience with NBFCs, banks, or fintech brands, knowledge of content marketing, PPC synergy, and lead funnels in the financial domain, as well as the ability to manage multiple projects effectively. Joining us will offer you the opportunity to work with a dynamic team in the digital finance sector, shape the organic growth of a prominent financial marketing agency, and receive a competitive salary.,

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 Broking, and NBFC sectors will be beneficial in delivering comprehensive financial solutions. Your analytical prowess and problem-solving abilities will be put to the test in this dynamic and fast-paced environment. A Bachelor's degree in Finance, Economics, Business, or a related field is essential for this role. Additionally, holding relevant certifications like CFA, CFP, or equivalent will be considered advantageous. Join our team of over 4,000 professionals who are dedicated to providing top-notch financial services and wealth management solutions to clients across various sectors. Anand Rathi's extensive presence in over 350 locations in India and internationally in Dubai, Hong Kong, and New York offers a unique platform to grow and succeed in the world of finance.,

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 conversations, and investment tools. Building meaningful relationships with users and prospects will be essential in this role. You will oversee portfolio discussions and reviews to ensure optimal asset allocation aligned with users" financial goals. Supporting specialists in addressing complex user queries and guiding them through the investment journey will also be part of your responsibilities. As the Manager of Wealth & Investment Services, you will be expected to develop strategies to deepen knowledge across investment and protection categories such as mutual funds, FDs, bonds, health, and life insurance. Encouraging specialists to identify upsell opportunities and enhance overall portfolio value with AssetPlus will be a key focus. Identifying trends in investor behavior to guide planning and framework development is also a critical aspect of this role. Staying updated with macro trends, product developments, and regulatory changes will be necessary to excel in this position. You will need to ensure that the team is well-equipped with actionable knowledge of all investment offerings available on the platform. Operational excellence is another important area that you will be responsible for. Defining and refining workflows to improve the quality and efficiency of conversations and review cadences will be crucial. Tracking key performance indicators and optimizing activities using structured data analysis will also be part of your role. Additionally, you will be required to regularly present insights and reports on engagement patterns, team performance, and user outcomes. To be successful in this role, you should have at least 5 years of experience in financial coaching, portfolio management, or investment services. Proven experience in leading high-performance teams in a goal-oriented environment is essential. A strong understanding of investment instruments, personal finance, and user behavior is required. You should possess the ability to inspire, influence, and drive consistent quality across team interactions. Strong communication, analytical, and relationship management skills will also be necessary for this position.,

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 Business-related disciplines, along with at least 5 years of experience in large financial services institutions, especially in the Asset Management and Investment Services sector. A deep understanding of asset management business, including the usage of data, licensing, processes, systems, controls, and deliverables is essential. The candidate should have demonstrated experience in Market Data and hands-on experience in related internal processes, as well as knowledge of Market Data vendor services/products and contractual aspects. Additionally, the candidate should have the ability to effectively communicate with business stakeholders, work collaboratively as part of a small team, and have experience in data management and understanding of data management frameworks. Experience with Market Data Inventory Systems such as FITS, InfoMatch, Optimize Spend, or MDM will be considered as an advantage.,

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 with your business objectives, whether you need a robust online presence or a seamless mobile application.,

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 enthusiastic about building a career based on our investment philosophy and are committed to becoming a leader in investment services, then we want to hear from you. If you have a keen interest in Stock Markets and are eager to leverage your knowledge and skills in Sales & Marketing within the realm of Investments, then PA Wealth is the perfect place for you to grow and excel. Share your resume with us at careers@pawealth.in and take the first step towards a rewarding career with us.,

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 general ledger balance sheet account reconciliations will be necessary. Additionally, you will need to make decisions and escalate issues to local or onshore management as required. To excel in this position, you should proactively identify unique business scenarios, think innovatively, and implement process improvements to enhance efficiency. Providing analytical support for audits, ad hoc requests, and special projects will also be part of your responsibilities. Being a self-starter, effective communicator, and relationship builder will enable you to deliver customer-centric solutions and drive process improvements. The ideal candidate will have at least 12 years of experience in Record to Report (R2R - General Accounting) and hold a qualification such as M.Com, MBA, CWA-Inter, CA-inter with significant post-qualification experience. Strong written and oral communication skills, finance, accounting, and problem-solving abilities are crucial for this role. Proficiency in client handling, experience in Banking, Financial Services, Insurance (BFSI), Investment Management, and Investment Services will be advantageous. BNY is an Equal Employment Opportunity/Affirmative Action Employer, valuing diversity and inclusivity. The organization offers a range of benefits and rewards to support its employees. Join us at BNY to be part of a team that shapes the future of finance and makes a positive impact on the world.,

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 leaders in investment services and have a keen interest in Stock Markets. If you are enthusiastic about learning and growing in the finance industry and want to be a part of a dynamic team, then this opportunity at PA Wealth is for you. Share your resume at careers@pawealth.in and take the next step towards a rewarding career in investments.,

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 Plan and manage new account onboarding process, asset transfers and other account service requests Managing the pipeline of new business opportunities in Salesforce Prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, estate flowcharts, etc. Facilitate various aspects of client portfolio performance reporting and analysis Assist with tax activities, including tax return quality control, estimated payments, e-filing Interface with internal groups to complete various investment and operational tasks. Complete positive/negative consent client emails, handle exception tracking and comments. QUALIFICATIONS SKILLS EXPERIENCE WE RE LOOKING FOR Bachelor s degree required as minimum, MBA preferred Proficiency in Microsoft products such as Excel, Word, PowerPoint, and Outlook Ability to maintain a high level of confidentiality Enthusiastic and positive approach to problem-solving and client service Proven track record with cross-training, task-sharing and mutually supportive teamwork Must be able to be innovative, pro-actively manage time and follow through to complete tasks Demonstrated excellent verbal and written communication skills Demonstrated ability to multi-task in a fast-paced environment

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 and oral communication skills Strong Organizational Skills Strong Communication and Interpersonal Skills Experience in investment/financial services Team player and Collaboration skills Relationship Management Skills