33 Investment Services Jobs - Page 2

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...