620 Investment Strategies Jobs - Page 14

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 build...

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 ide...

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 dat...

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 to...

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 ...

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 sch...

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 poten...

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

Role & responsibilities Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers Develops, manages, and expands 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 volumes for larger share of customer wallet

Job Profile: Relationship Manager 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, i...

Job Profile: Relationship Manager 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, i...

Role & responsibilities 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 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 p...

We are seeking a Wealth Relationship Manager (RM) to join our team in India. The ideal candidate will have a strong background in wealth management and a passion for helping clients achieve their financial goals. You will be responsible for managing a portfolio of high-net-worth clients and providing personalized investment advice. Responsibilities Develop and manage a portfolio of high-net-worth clients. Provide personalized financial advice and investment strategies to clients. Conduct regular reviews of client portfolios and recommend adjustments as needed. Stay updated on market trends and investment opportunities. Build and maintain strong relationships with clients to ensure high level...

Genpact is a global professional services and solutions firm dedicated to delivering outcomes that shape the future. With over 125,000 employees spread across 30+ countries, we are driven by curiosity, entrepreneurial agility, and the desire to create lasting value for our clients. Our purpose is to pursue a world that works better for people, serving and transforming leading enterprises, including the Fortune Global 500, through our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. We are currently seeking applications for the role of Assistant Vice President Wealth Operations. As the Assistant Vice President, you will play a cruci...

Role & responsibilities 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 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 p...

You will be working as a Relationship Manager for Mutual Funds & Insurance at CONNECT STOCKS FINANCIAL SERVICES PVT LTD, a leading financial services company in the Indian market. Your primary responsibility will be to establish and maintain strong relationships with clients, understand their financial requirements, and offer suitable investment advice. This full-time role is based in Nagpur. Your daily tasks will include meeting with clients, recommending appropriate mutual funds and insurance products, addressing client inquiries, and preparing investment reports. It is essential to focus on ensuring customer satisfaction and meeting sales targets. To excel in this role, you should have ex...

The ideal candidate will be responsible for overseeing all financial operations, including budgeting, forecasting, and financial planning. You will manage cash flow, investment, and capital structure strategies while ensuring compliance with accounting and financial reporting standards. Additionally, you will lead financial audits and coordinate with external auditors and consultants. In terms of operational leadership, you will manage non-core departments such as Human Resources, Legal, Accounts, and Admin. You will be tasked with developing and implementing operational policies and procedures to enhance efficiency and overseeing risk management and legal activities related to business oper...

As an Administrative Assistant at MFS (Modani Financial Services) in Jaipur, you will play a crucial role in supporting our team by ensuring smooth office operations and providing valuable assistance to clients in achieving their financial goals. Your background in investment/Equity Market will be instrumental in offering informed recommendations and guiding clients through effective portfolio strategies. Your key responsibilities will include overseeing day-to-day office operations such as buying and sale transactions, client onboarding, and reporting. You will also serve as the primary contact for clients, understanding their financial goals and providing investment advice on mutual fund s...

Seeking a Fund Manager with 7+ yrs of experience in portfolio management, investment strategy, and risk analysis. Must have strong market knowledge and compliance understanding. CFA/MBA preferred. Apply now to lead our fund strategy. Sales incentives

Guide individuals in making informed financial decisions for long-term financial well-being, Represent Finnovate at conferences, meetings, and industry events to promote financial education, Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs, Build strong relationships with clients by understanding their goals and offering personalized solutions, Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice, Analyze financial data, track progress, and optimize financial plans for better results, Qualifications & Skills: Strong knowledge of financial planning, investment strat...

You will be joining a fast-growing startup that focuses on advanced battery technology, with backing from leading investors. Our team is dedicated to developing next-generation, high-performance batteries through a combination of cutting-edge hardware, deep innovation, and smart engineering. In this role, you will be responsible for developing and executing financial strategies aligned with the company's growth objectives. You will lead financial planning & analysis (FP&A) to support strategic decision-making, oversee budgeting, forecasting, and financial performance tracking, as well as manage cash flow, working capital, and investment strategies to optimize financial health. Additionally, ...

Role & responsibilities Responsible for Business Development and the Portfolio Management for the Investment Business for the assigned region. Drive and Implement Sales strategy for the Business to deliver Net Income in compliance with organization's goals. Responsible for managing growth and profitability of the channel. Responsible for building capabilities to sell multiple products per customer. Conduct regular and detailed business reviews with team, to ensure business strategies are executed and Budgeted Numbers are achieved. Explore and identify new sourcing avenues and channels to increase penetration and Building a positive investment book. Drive passion to build winning teams. Ensur...

Quantitative Analyst, Media Data Service Job Description The Group: Morningstars Quantitative Research Group creates independent investment research and data-driven analytics designed to help investors and Morningstar achieve better outcomes by making better decisions. We utilize statistical rigor and large data sets to inform the methodologies we develop. Our research encompasses hundreds of thousands of securities within a large breadth of asset classes including equities, fixed income, structured credit, and funds. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of...