283 Investment Strategies Jobs

Description We are seeking a Chief Finance Officer (CFO) to join our leadership team in Gulf. The ideal candidate will be responsible for overseeing all financial aspects of the company and ensuring its financial health and sustainability. This role requires a strategic thinker with strong analytical skills and the ability to lead a finance team. Responsibilities Develop and implement financial strategies to support the company's goals and objectives Oversee financial planning, budgeting, and forecasting processes Ensure compliance with financial regulations and standards Manage the finance team, providing leadership and guidance Prepare and present financial reports to the executive team and stakeholders Analyze financial data and identify trends for informed decision-making Coordinate audits and ensure accurate financial reporting Skills and Qualifications MBA in Finance or equivalent qualification Strong understanding of financial regulations and compliance Proficiency in financial modeling and analysis Excellent leadership and team management skills Ability to communicate complex financial information clearly Experience with financial software and ERP systems Strong analytical and problem-solving skills Knowledge of tax regulations and corporate finance

As an ideal candidate for this role, you should possess at least 2-3 years of experience in Investment Management or a related field. You are expected to have a strong grasp of Investment Strategies and Finance, coupled with excellent Analytical Skills to effectively analyze financial data. In addition, having relevant certifications such as CFA or an MBA in Finance would be advantageous in proving your expertise. Your ability to communicate effectively and establish strong interpersonal relationships will be crucial in this role. Moreover, you should demonstrate a track record of making sound decisions and providing strategic advice in the realm of Investments. Your role will involve leveraging your knowledge and skills to contribute towards the overall success of the investment management processes.,

As a Financial Advisor at our company, you will be responsible for providing expert financial guidance to clients to help them achieve their financial goals. Your role will involve conducting comprehensive financial assessments, developing personalized financial plans, and staying updated on market trends and regulatory changes. Building strong relationships with clients through effective communication and educating them on financial products will be a key part of your job. You should have proven experience in financial planning or a related field, along with a strong understanding of investment products, retirement planning, tax optimization, and estate planning strategies. Excellent interpersonal skills, analytical abilities, and attention to detail are essential for assessing complex financial situations. Relevant qualifications or certifications in finance or investment management will be advantageous, and a commitment to ongoing professional development is expected. If you are passionate about helping individuals secure their financial future and possess the necessary skills and qualifications, we encourage you to apply for this rewarding opportunity. This is a full-time, permanent position that requires working in person.,

Position Overview: Opportunity to learn from one of India&aposs fastest-growing Financial Product Distribution Companies, Dalmia Wealth Pvt Ltd. As a Team Lead, you will play a pivotal role in managing and expanding the company&aposs client base while ensuring the delivery of exceptional financial solutions to clients. This role involves strategizing to drive sales of mutual funds and other financial products, leading a team of relationship managers, and maintaining strong client relationships to foster long-term trust and business growth. Key Responsibilities: 1. Client Relationship Management: Develop and maintain long-term relationships with existing and prospective clients. Act as the primary point of contact for all client inquiries, concerns, and service needs. Conduct regular portfolio reviews to ensure alignment with clients' financial goals. 2. Team Leadership Lead, mentor, and manage a team of relationship managers, ensuring they achieve individual and team targets. Provide training and development support to enhance the team&aposs technical and sales skills. Monitor team performance and provide constructive feedback to ensure continuous improvement. 3. Sales and Business Development: Identify and onboard new clients through networking, referrals, and proactive outreach. Promote mutual fund products and services, tailoring solutions to meet client-specific needs. Achieve individual and team sales targets. 4. Financial Advisory: Assess client&aposs financial goals, risk appetite, and investment horizon. Recommend suitable mutual fund schemes based on research and market trends. Guide diversification, SIPs, tax-saving funds, and other financial strategies. 5. Market Research and Updates: Stay updated on financial market trends, mutual fund products, and regulatory changes. Share insights and updates with clients to help them make informed decisions. 6. Compliance and Reporting: Ensure adherence to all regulatory guidelines and compliance requirements in mutual fund distribution. Maintain accurate records of client interactions, transactions, and documentation. Prepare periodic performance reports for internal and client review. Key Skills and Competencies: ? Excellent interpersonal and communication skills and team handling ability. Strong understanding of mutual funds, financial markets, and investment strategies. Proven sales and negotiation skills. Ability to analyze client needs and recommend suitable products. Should have good knowledge of data analytics and reporting. Qualification: Graduate/master&aposs in commerce/finance/business administration (CFP preferred). Experience: Experience in financial services, wealth management, or mutual fund distribution. Certifications: ARN Code holder is preferred Eligibility Criteria: CFP or ARN Holder or Min 7 years' Work Experience in Financial Product Sales Show more Show less

Key Responsibilities: Lead a team of backend developers in designing and delivering scalable, high-performance microservices using Java and Spring Boot Collaborate with enterprise architects, business analysts, and product owners to define technical solutions aligned with business goals Oversee code quality, enforce best practices, and conduct peer reviews Guide the team in adopting modern DevOps, CI/CD, and cloud-native practices Break down technical requirements and assign work across the team effectively Troubleshoot and resolve complex technical issues across services and environments Ensure compliance with security and architectural standards as per guidelines Report progress, blockers, and risks to stakeholders and project management regularly Required Skills Experience: 10+ years of experience in Java development 3+ years of experience in leading development teams Strong expertise in Spring Boot , Spring MVC, Spring Data JPA, Spring Security Deep understanding of Microservices Architecture , RESTful API design Experience with Docker , Kubernetes, and cloud platforms (AWS preferred) Solid experience in CI/CD pipelines using tools like Jenkins, Git, Maven/Gradle Proficiency with relational and NoSQL databases (PostgreSQL, MongoDB, etc.) Working knowledge of messaging systems such as Kafka or RabbitMQ Agile/Scrum methodology familiarity Excellent problem-solving and communication skills Nice to Have: Prior experience in the banking or financial services domain Exposure to frontend frameworks like Angular or React (optional) Experience with logging/monitoring tools like Splunk, ELK stack, or Prometheus

As an Equity Research Analyst at our company, you will be responsible for conducting in-depth research and analysis on various equity securities to generate investment ideas. Your role will involve developing detailed financial models to evaluate the performance and potential of different companies. Additionally, you will assist in writing compelling and informative content on stock market trends, investment strategies, and financial education. It is essential to stay updated on market news, economic indicators, and industry developments to make informed investment recommendations. Collaboration with team members to brainstorm new content ideas and contribute to the growth of the platform will also be a part of your responsibilities. Continuous enhancement of your skills and knowledge in the field of equity research is crucial to stay ahead of market trends and provide valuable insights to our readers. Trade Brains is a financial website that aims to help readers learn the art of stock investing, trading, portfolio management, financial planning, money management, and more. Our initiative, FinGrad, offers the best online courses, webinars, and resources from various top experts who have real experience in the financial industry. FinGrad is designed to provide end-to-end financial education at our best standard to novice investors and traders. Join us in our mission to empower individuals with the knowledge and tools needed to succeed in the world of finance.,

As a Finance Content Writer, you will be responsible for creating compelling, informative, and SEO-optimized content focused on financial topics, particularly the stock market. You will play a key role in driving our content strategy and enhancing our online presence through high-quality articles, blog posts, and other digital content formats. Research and write engaging and accurate content on financial topics, with a primary focus on the stock market. Ensure all content is optimized for search engines to improve visibility and organic traffic. Collaborate with the marketing team to develop content strategies that align with business goals. Stay updated with the latest trends and developments in finance and the stock market. Edit and proofread content to ensure it is free of errors and meets our quality standards. Utilize SEO best practices to increase content reach and engagement. Monitor and analyze website traffic and user engagement metrics to suggest content improvements. Conduct keyword research to identify opportunities for new content creation. Requirements: - Bachelor's degree in Finance, Economics, Journalism, Communications, or a related field. - 2-3 years of experience in writing finance-related content, with a strong emphasis on the stock market. - Proven Experience In SEO And Content Optimization. - Excellent writing, editing, and proofreading skills. - Strong understanding of financial markets, investment strategies, and economic principles. - Proficiency in using SEO tools and analytics platforms (e.g., Google Analytics, SEMrush, Ahrefs). - Ability to translate complex financial concepts into clear, accessible content for a broad audience. - Strong attention to detail and commitment to producing high-quality work. - Ability to work independently and as part of a collaborative team. - Strong organizational and time-management skills. Preferred Qualifications: - Experience in content marketing or digital marketing. - Familiarity with content management systems (CMS) like WordPress. - Certification in SEO or digital marketing.,

Ensure effective and smooth relationship with distributors and IFA in the region for growth in business. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing IFA distribution network. Selection motivation of IFA/distributors.

Ensure effective and smooth relationship with distributors and IFA in the region for growth in business. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing IFA distribution network. Selection motivation of IFA/distributors.

IFA Relationship Management: Build and maintain strong relationships with IFAs, acting as the primary point of contact and ensuring their needs and expectations are met Collaborate with IFAs to understand their business goals, investment strategies, and client profiles Business Development: Identify new business opportunities with IFAs to expand our product and service offerings Promote our financial products, investment solutions, and value propositions to IFAs, demonstrating their benefits to their clients Client Support and Education: Provide personalized support to IFAs, addressing their inquiries, offering product information, and assisting with financial planning solutions Conduct training sessions, seminars, and presentations to educate IFAs on our products and services Sales and Performance Metrics: Collaborate with IFAs to set performance targets and sales goals Monitor and analyze sales data and performance metrics, providing guidance and recommendations to help IFAs achieve their targets Market Insights and Research: Stay informed about market trends, investment opportunities, and regulatory changes that impact the financial industry Provide IFAs with timely insights and research to support their decision-making

IFA Relationship Management: Build and maintain strong relationships with IFAs, acting as the primary point of contact and ensuring their needs and expectations are met Collaborate with IFAs to understand their business goals, investment strategies, and client profiles Business Development: Identify new business opportunities with IFAs to expand our product and service offerings Promote our financial products, investment solutions, and value propositions to IFAs, demonstrating their benefits to their clients Client Support and Education: Provide personalized support to IFAs, addressing their inquiries, offering product information, and assisting with financial planning solutions Conduct training sessions, seminars, and presentations to educate IFAs on our products and services Sales and Performance Metrics: Collaborate with IFAs to set performance targets and sales goals Monitor and analyze sales data and performance metrics, providing guidance and recommendations to help IFAs achieve their targets Market Insights and Research: Stay informed about market trends, investment opportunities, and regulatory changes that impact the financial industry Provide IFAs with timely insights and research to support their decision-making

IFA Relationship Management: Build and maintain strong relationships with IFAs, acting as the primary point of contact and ensuring their needs and expectations are met Collaborate with IFAs to understand their business goals, investment strategies, and client profiles Business Development: Identify new business opportunities with IFAs to expand our product and service offerings Promote our financial products, investment solutions, and value propositions to IFAs, demonstrating their benefits to their clients Client Support and Education: Provide personalized support to IFAs, addressing their inquiries, offering product information, and assisting with financial planning solutions Conduct training sessions, seminars, and presentations to educate IFAs on our products and services Sales and Performance Metrics: Collaborate with IFAs to set performance targets and sales goals Monitor and analyze sales data and performance metrics, providing guidance and recommendations to help IFAs achieve their targets Market Insights and Research: Stay informed about market trends, investment opportunities, and regulatory changes that impact the financial industry Provide IFAs with timely insights and research to support their decision-making

We are seeking a Senior Relationship Manager - IFA to join our team in India. The successful candidate will be responsible for managing and enhancing relationships with Independent Financial Advisors, driving business growth, and providing exceptional service to our clients. Responsibilities Build and maintain strong relationships with Independent Financial Advisors (IFAs) to drive business growth. Identify and onboard new IFAs to expand the client base. Provide training and support to IFAs on product offerings and market trends. Conduct regular meetings with IFAs to understand their needs and provide appropriate solutions. Collaborate with internal teams to ensure seamless service delivery to IFAs and their clients. Skills and Qualifications Bachelor's degree in Finance, Business Administration, or a related field; a Master's degree is preferred. 3-5 years of experience in relationship management, preferably in the financial services sector. Strong understanding of financial products and services, particularly mutual funds, insurance, and investment strategies. Excellent communication and interpersonal skills to build rapport with IFAs and clients. Proficient in using CRM software and Microsoft Office Suite for reporting and analysis.

We are seeking a Senior Relationship Manager - IFA to join our team in India. The successful candidate will be responsible for managing and enhancing relationships with Independent Financial Advisors, driving business growth, and providing exceptional service to our clients. Responsibilities Build and maintain strong relationships with Independent Financial Advisors (IFAs) to drive business growth. Identify and onboard new IFAs to expand the client base. Provide training and support to IFAs on product offerings and market trends. Conduct regular meetings with IFAs to understand their needs and provide appropriate solutions. Collaborate with internal teams to ensure seamless service delivery to IFAs and their clients. Skills and Qualifications Bachelor's degree in Finance, Business Administration, or a related field; a Master's degree is preferred. 3-5 years of experience in relationship management, preferably in the financial services sector. Strong understanding of financial products and services, particularly mutual funds, insurance, and investment strategies. Excellent communication and interpersonal skills to build rapport with IFAs and clients. Proficient in using CRM software and Microsoft Office Suite for reporting and analysis.

As a Wealth Manager at AQT Direct Limited in Noida, Sector 62, you will be a key member of our dynamic financial services company specializing in investment opportunities, wealth management, and private equity. Your role will involve building and maintaining relationships with high-net-worth individuals (HNIs) and potential investors to drive private equity sales. You will be responsible for conducting a minimum of 40 client meetings per month, focusing on investment opportunities, developing and executing fundraising strategies, and identifying new business opportunities to expand the client portfolio. To excel in this role, you should possess a Bachelor's degree in Finance, Economics, Business Administration, or a related field, along with a minimum of 5 years of experience in sales within the finance or private equity sector. Your strong network of HNIs and demonstrated experience in fundraising will be crucial in meeting the job requirements. Additionally, you should have a proven track record of successful client meetings related to investments, an excellent understanding of financial products, investment strategies, and market dynamics, as well as exceptional communication, negotiation, and interpersonal skills. As a Wealth Manager, you will be expected to provide tailored financial advice and investment solutions to clients, aligning with their financial goals. You will collaborate with internal teams to develop innovative financial products that meet client needs and track market trends and insights to provide clients with strategic investment recommendations. The ability to work independently and as part of a team in a fast-paced, dynamic environment is essential for success in this role.,

You will be joining Alpha Real Estate Advisory Group (AREAG) as an HNI Investment Advisor in Real Estate. In this full-time on-site role, your main responsibility will be to cater to the investment needs of high net-worth clients. You will be tasked with optimizing their real estate portfolios, overseeing transactions, and providing investment advice and financial planning services. Your role will also involve executing investment strategies to ensure that client objectives are met effectively. To excel in this position, you should possess a strong background in Financial Planning, Investments, and Investment Strategies. Your expertise in Finance and Customer Service will be crucial in building lasting relationships with clients. Additionally, you must have strong analytical and problem-solving skills to navigate the complexities of the real estate market successfully. Excellent communication and interpersonal skills are essential for effectively engaging with clients and collaborating within a team environment. Ideally, you will have prior experience in the real estate or financial services industry, equipping you with the necessary knowledge and insights to thrive in this role. A Bachelor's degree in Finance, Business, Economics, or a related field will further strengthen your qualifications and prepare you to deliver top-notch advisory services to high net-worth individuals.,

As a Relationship Manager specializing in Wealth Management at Simplifin.ai, you will play a crucial role in revolutionizing wealth management through advanced AI-driven tools. Your primary responsibility will be to build and maintain strong relationships with clients, understanding their financial needs and goals to provide tailored advice and solutions. By advising clients on mutual fund portfolios, aligning them with their risk tolerance and financial objectives, you will help them achieve their financial aspirations. Your expertise in financial markets, investment strategies, and economic indicators will be essential as you stay updated on industry trends and regulations. Proactively identifying sales opportunities and meeting targets will contribute to the growth of our wealth management business. Effective communication skills will enable you to deliver complex financial concepts in an engaging manner, ensuring clients are well-informed about their portfolio performance and progress updates. To qualify for this role, you should hold a Bachelor's degree in Finance, Economics, or a related field, with additional qualifications such as an MBA in Finance, CFA (any level), or expertise in financial markets being highly preferred. With 1-2 years of experience in wealth management or financial advisory, you should demonstrate a strong track record in conducting financial planning sessions and advising on mutual fund portfolios. Your analytical thinking, problem-solving abilities, and proactive sales skills will be crucial in evaluating financial portfolios and identifying sales opportunities. At Simplifin.ai, we offer a competitive salary, performance-based incentives, opportunities for professional development, and a collaborative work environment. If you are passionate about wealth management and ready to make a difference in clients" financial journeys, we invite you to join our dynamic team by sending your resume and cover letter to support@simplifin.ai. Visit our website at www.simplifin.ai and be a part of shaping the future of wealth management at Simplifin.ai.,

Domain: Investment Facilitation , Market Research , Economic Development Education: Masters in Economics / Development Economics or MBA in Finance, Economics , or related field Role Overview Seeking a motivated professional to support investment promotion and economic development initiatives through data-driven insights, stakeholder engagement, and strategy development. Key Responsibilities Use econometrics and modeling to assess policy impacts, GDP trends, and regional competitiveness Conduct sectoral research, investment climate assessments, and feasibility studies Analyze and visualize data using SPSS, Stata, R, and Excel; prepare clear presentations using PowerPoint Translate complex data into actionable policy recommendations for governments and investors Map investment opportunities across geographies and sectors, especially at the district level Engage with industry, government, and institutional stakeholders to build and support investment pipelines Develop investment strategies, policy notes, and customized pitch decks Navigate public systems to aid in investment facilitation and economic growth Must-Have Skills Strong analytical and research skills Hands-on experience with economic and statistical tools Excellent written and verbal communication Ability to work on multi-stakeholder projects and deliver high-impact outputs Skills: economics,r,economic development,statistical tools,stakeholder engagement,investment,powerpoint,research,excel,stata,econometrics,modeling,investment facilitation,spss,investment promotion,government,investment strategies,policy recommendations,high analytical skills,gdp trends,data analysis Show more Show less

The Investment Portfolio Counsellor position at IDFC FIRST Bank in Chandigarh, India, is a key role within the Retail Banking > Wealth Management > Sales > Private Banking Group. As a dedicated and knowledgeable professional, you will play a vital role in providing top-notch investment solutions and services to our valued clients. Your expertise in wealth management and deep understanding of the financial market will be instrumental in helping clients achieve their financial goals. Your responsibilities will include offering expert advice and guidance to clients on investment strategies and portfolio management. By conducting a comprehensive analysis of clients" financial objectives, risk tolerance, and investment preferences, you will develop customized investment plans that align with their individual needs. Regularly monitoring and reviewing clients" investment portfolios, you will ensure that their investments remain on track to meet their goals, making necessary adjustments as required. Staying abreast of market trends and economic conditions will be crucial to your role, enabling you to provide informed investment recommendations to clients. Collaboration with internal departments, such as sales and wealth management, will be essential in identifying potential clients and promoting investment products and services. Building and nurturing strong client relationships is a key aspect of this role, ensuring client satisfaction, loyalty, and long-term retention. In addition, maintaining accurate records of client interactions and investment transactions is vital, as is adherence to all regulatory and compliance standards to uphold the bank's integrity and legal obligations. The ideal candidate for this position will hold a post-graduate degree in any field and possess relevant work experience in investment advisory or portfolio management. If you are a driven individual with a passion for wealth management and a commitment to excellence, we invite you to join our team and make a positive impact in the world of finance.,

Job Summary: We are looking for dynamic professionals to join our team as Wealth Relationship Managers and Branch Relationship Heads . These roles focus on driving customer engagement, delivering banking and investment solutions, and ensuring overall growth through client relationship management and strategic business development. Key Responsibilities: Acquire and manage relationships with HNI and retail clients. Drive sales of banking and wealth management products (accounts, loans, investments, insurance, etc.). Conduct regular portfolio reviews and offer financial planning advice tailored to client needs. Lead and mentor branch-based relationship teams to achieve targets. Ensure seamless customer experience and high service standards. Develop and execute strategies to expand the client base through referrals and networking. Ensure adherence to compliance, risk, and regulatory guidelines (KYC, AML, etc.). Maintain MIS and report performance metrics to leadership. Skills Required: In-depth knowledge of retail and wealth banking products. Strong interpersonal and relationship-building skills. Sales-driven with target-oriented mindset. Excellent communication and client-handling abilities. NISM or AMFI certifications preferred for Wealth RM role.

We are looking for a Research Analyst to join our leading financial distributor team in Surat. As a Research Analyst, you will be responsible for conducting structured fund analysis, performance evaluation, and due diligence to support our mutual fund distribution business. Your role will involve maintaining accurate fund data, generating insightful research reports, classifying funds based on various parameters, and engaging with fund houses to understand and track their investment strategies. Key Responsibilities: Data Management & System Updates: - Verify and reconcile fund classification, categories, and benchmark alignment. - Maintain qualitative and quantitative data of mutual fund schemes. Fund Analysis & Classification: - Develop frameworks to classify funds based on style, market cap, strategy, and factor orientation. - Evaluate fund performance using risk ratios like drawdown, Standard deviations, etc. - Track fund rankings and performance consistency across rolling periods and peer comparisons. Research Report Generation: - Prepare periodic research reports covering fund consistency, risk measures, industry trends, and new fund offers analysis. - Provide research support for internal teams, distributors, and clients. AMC Interaction & Process Understanding: - Schedule and attend meetings with fund house CIOs, FMs, and analysts to understand investment philosophy and process. - Document fund house processes, team structure, and adherence to investment mandates. - Flag significant changes in fund strategy, manager, or process. Monitoring & Compliance: - Track fund consistency with investment objectives and highlight any red flags. - Identify strategy shifts, style drifts, or underperformance. This is a full-time, permanent position with benefits such as health insurance, provident fund, day shift schedule, performance bonus, and yearly bonus. The ideal candidate should have at least 1 year of experience as a Mutual Funds Analyst. The work location will be in person. If you are detail-oriented, dynamic, and passionate about mutual fund analysis, we encourage you to apply for this exciting opportunity.,

Relationship Management : Managing, developing, and expanding customer relationships by providing the banking and investment service that exceeds client expectations of the most important customer segment. Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments, and commercial products to current and potential HNI Relationships and increase CASA balance in the allocated portfolio either through deepening or Acquisition Investment Advisory Financial Planning and Investment Advisory to HNI clients and driving revenue business to generate fee income through products like mutual funds, investments, and insurance

Role & responsibilities Role- Relationship Management JD - Portfolio Handling Role Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. Develops, manages, and expands Yes customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships. Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank.

Relationship Management : Managing, developing, and expanding customer relationships by providing the banking and investment service that exceeds client expectations of the most important customer segment. Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments, and commercial products to current and potential HNI Relationships and increase CASA balance in the allocated portfolio either through deepening or Acquisition Investment Advisory Financial Planning and Investment Advisory to HNI clients and driving revenue business to generate fee income through products like mutual funds, investments, and insurance

Relationship Management : Managing, developing, and expanding customer relationships by providing the banking and investment service that exceeds client expectations of the most important customer segment. Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments, and commercial products to current and potential HNI Relationships and increase CASA balance in the allocated portfolio either through deepening or Acquisition Investment Advisory Financial Planning and Investment Advisory to HNI clients and driving revenue business to generate fee income through products like mutual funds, investments, and insurance