620 Investment Strategies Jobs - Page 13

This is a part-time hybrid role for a Sub broker at Your Fin Aid, located in Raipur with some work from home acceptable. Your job would involve client acquisition, distribution of financial products with financial planning, executing trades on behalf of clients, providing investment advice, and managing client portfolios. Additionally, the role requires staying informed about market trends, analyzing market data, and ensuring compliance with financial regulations. To excel in this role, you should have a strong understanding of financial markets and investment strategies. Excellent client management and communication skills are essential for effectively interacting with clients. Experience i...

You are a skilled and strategic Financial Planner who will be a valuable addition to our dynamic team. Your primary responsibility will be to manage financial strategies, budgeting, forecasting, and risk management to enhance the financial health and growth of our company. Your key responsibilities will include developing and implementing financial plans, budgets, and forecasts that align with business objectives. You will conduct detailed financial analysis, including cash flow management, profitability analysis, and preparing variance reports. Monitoring and evaluating financial performance against key performance indicators (KPIs) will be crucial, and you will be expected to recommend act...

As a Relationship Manager/Financial Advisor, you will play a crucial role in driving business growth, providing strategic leadership, enhancing client engagement, and ensuring the successful execution of investment strategies and services in the fast-paced financial services industry. Your responsibilities will include leading a team of Relationship Managers to achieve business targets and client acquisition goals. You will oversee the management of client portfolios, providing guidance on financial planning, investment strategies, and market trends. Additionally, you will reactivate dormant client accounts, identify cross-selling opportunities, and execute high-value and complex transaction...

Description Muthoot Fincorp is seeking a motivated and dynamic individual to join our team. The ideal candidate will be responsible for providing financial solutions to customers, managing client relationships, and achieving sales targets. This position is suitable for individuals with 1-10 years of experience in the financial sector. Responsibilities Assess and analyze customer financial needs to provide suitable solutions. Assist in the preparation of loan applications and documentation. Maintain and manage customer relationships to ensure satisfaction and retention. Conduct market research to identify new business opportunities. Collaborate with team members to achieve sales targets and e...

As a Financial Advisor at Finnovate, your primary responsibility will be to build strong relationships with clients by understanding their goals and providing personalized financial solutions. You will guide individuals in making informed financial decisions to ensure their long-term financial well-being. Additionally, you will offer expert insights on financial planning, investment strategies, and wealth management that are tailored to meet the specific needs of each client. To excel in this role, you must stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant and up-to-date financial advice. You will be responsible for analyzing financial data, tra...

We are seeking a strategic and results-driven Finance Manager to take charge of financial management and planning for our organization. As the Finance Manager, you will be responsible for overseeing budgeting, forecasting, compliance, financial risk management, and investment strategies. This role requires strong leadership, business acumen, and the ability to instill financial discipline throughout the organization. Your responsibilities will include preparing department-wise monthly P&L and Cash Flow Statements, analyzing key financial ratios and metrics, and managing the general accounting team for month and quarter-end close processes. You will also be tasked with developing and maintain...

As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day! Please use the template below to create a Job Posting for your Requisition. Review the Career Track / Level Criteria at the bottom of this template and ensure the job posting matches accordingly. Your Team [D...

As a Proprietor at Mutual Fund Distributor Insurance Advisor, located in Ahmedabad, Gujarat, India, your primary responsibility will be to oversee daily operations, manage client portfolios, and provide investment and insurance advice to clients. You will leverage your experience in investment banking, financial advisory, and insurance advising to assess client needs, develop tailored investment strategies, and ensure compliance with financial regulations. To excel in this role, you must possess a Bachelor's degree in Finance, Economics, Business Administration, or a related field. Additionally, having relevant certifications in finance or insurance advisory would be advantageous. Your profi...

As an Investment & Digital Marketing Executive at Bestvantage Investments, you will be responsible for managing investment portfolios, developing and executing investment strategies, analyzing market trends, and providing investment advice to clients. Additionally, you will be involved in digital marketing activities, including planning and executing online campaigns to attract potential clients and investors. Your role will be based in Mumbai and will require full-time on-site presence. You will work closely with banks, financial institutions, high-net-worth individuals (HNIs), non-banking financial companies (NBFCs), private equity players, and foreign institutional investors (FIIs) to pro...

Description We are seeking a motivated and dynamic Insurance Advisor to join our team. This role is ideal for freshers or entry-level candidates looking to start their career in finance. As a Financial Advisor, provides financial advice to clients on retirement planning, investing, and protecting against risks. Insurance advisors complete a financial needs analysis with clients, which includes assets and liabilities, tax status, existing insurance and risk analysis. Responsibilities Provide financial planning and investment advice to clients Analyze financial information to develop strategies for clients Build and maintain strong client relationships Stay updated with market trends and inves...

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 an...

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 levera...

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 interp...

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 pr...

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,...

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 wi...

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 developmen...

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 trai...

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 trai...

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 trai...

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 ...

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 ...

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, Busi...