620 Investment Strategies Jobs - Page 17

As a Finance and Compliance Officer at Nayanta University in Pune, Maharashtra, you will play a crucial role in establishing and leading the financial strategy of the institution. With 15-20 years of experience in financial management, you will report directly to the Chief Operating Officer and ensure financial sustainability, compliance, and operational efficiency to support the university's mission. Your key responsibilities will include leading the development and execution of long-term financial strategies aligned with Nayanta's mission and growth plans. You will oversee financial planning, budgeting, forecasting, and cash flow management for the University and Nayanta Education Foundati...

You should have 2-4 years of relevant experience in producing periodic, accurate, and timely client reports and presentations across multiple investment strategies regularly for an asset manager or bank. It is essential to have a proven working knowledge of client reporting platforms, processes, internal and external data providers, coupled with a strong sense of risk mitigation. Your responsibilities will include working with others to draft requirement documents, reviewing data sets and flows for suitability and quality, accurately sourcing data, standardizing data for consistency, creating reporting templates with accurate configurations, performing functional/integration testing, and imp...

We are looking for an Investment Partner to join our VC client's team in Bangalore, focusing on early and growth-stage investments in the technology sector. This role offers a unique opportunity to lead investments in transformative companies across DeepTech sectors. As a Partner, your main responsibility will be to evaluate and lead investments in companies driving industry transformation through technological innovation. You will collaborate closely with portfolio companies to implement strategic growth initiatives and enhance value creation while fostering relationships within the deep tech ecosystem. Your key responsibilities will include leading end-to-end investment processes for growt...

Head of Strategy Ridhira Group - Building World's largest Wellness Communities Hyderabad, Telangana, India Job Title: Head of Strategy Fundraising & Investment Banking Location: Nanakaramguda, Hyderabad Department: Strategy & Corporate Finance Reporting To: Group President Experience Required: 10–15+ years (including significant experience in investment banking, fundraising, corporate strategy) Industry Preference: Investment Banking, Real Estate or Hospitality. Role Overview: Ridhira Living Pvt Ltd is seeking a highly strategic, analytically driven, and execution-oriented professional to lead its corporate strategy, fundraising initiatives, and M&A activities. The Head of Strategy will work...

As a Financial Advisor at Gamut HR Solutions, you will be responsible for providing expert financial planning and investment advice to clients. With a focus on job placements, our company is headquartered in Hyderabad, Telangana, India, and is currently seeking a mid-level candidate with 4 to 6 years of relevant experience for a full-time role. To excel in this position, you should have proven experience as a Financial Advisor or Wealth Manager, along with in-depth knowledge of investment strategies and financial products. Your strong analytical and problem-solving abilities, coupled with excellent communication and interpersonal skills, will be essential in this role. As part of your respon...

You are seeking a motivated and customer-focused Sales Associate to join our team in the mutual funds and insurance sector. This role is ideal for individuals with a strong passion for finance, a deep understanding of mutual funds and insurance products, and a drive to help clients secure their financial futures. As a Sales Associate, you will be responsible for identifying new sales opportunities, managing client relationships, and promoting our financial products in the market. Your key responsibilities will include identifying potential clients and generating new business opportunities in the mutual funds and insurance sectors. You will conduct meetings with prospective clients to underst...

As a Financial Research Intern at our organization, you will have the opportunity to work closely with our Founder, Salonee Sanghvi, a fourth-generation financial professional with over 20 years of experience in the financial services industry. Our company, My Wealth Guide, was established with a vision to enhance financial literacy and provide transparent financial advice to individuals from all walks of life. Your primary responsibilities will involve conducting in-depth research across various financial products such as insurance, gold, bonds, mutual funds, as well as analyzing cutting-edge investment and F&O strategies. You will also be responsible for gathering and presenting data relat...

Job Summary: We are seeking a dynamic and proactive professional to lead our Fundraising and Investor Relations initiatives. This role requires strong communication skills, financial acumen, and the ability to build and maintain long-term relationships with investors, stakeholders, and institutional partners. Key Responsibilities: • Identify and approach potential investors (HNIs, family offices, PE/VC firms, institutional investors) for listed and unlisted companies fundraising opportunities. • Develop and execute fundraising strategies aligned with company and client objectives. • Manage investor relations by regularly updating stakeholders on company performance, strategic initiatives, an...

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 youre 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! Job Description 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 accordingl...

Responsibilities: Lead strategic planning & execution Oversee financial management & fundraising efforts Connect with me in call or WhatsApp for shortlisting your profile Office cab/shuttle Food allowance Health insurance Annual bonus Provident fund

Job Details: Position: Research on Fund Managers (Alternative Assets)- Investment Portfolio Job Location: - Mumbai Shift Timing: - 12:30 PM to 9.30 PM Hybrid Policy: 3 days from office and 2 days work from home Role & responsibilities Leading quantitative and qualitative data requests from traditional and alternatives asset managers for fund due diligence Demonstrate subject matter expertise in leading the manager research vertical Contribute to the investment decision-making and manager-selection processes Conducting fund manager due diligence, involving a broad set of qualitative and quantitative considerations Maintain updated investment due diligence notes, meeting notes and recommendati...

: Job TitleDWS Risk Manager, AVP LocationBangalore, India Role description DWS Group (DWS) is one of the world's leading asset managers with some EUR of assets under management (as of 30 June 2022). Building on more than 60 years of experience, it has a reputation for excellence in Germany, Europe, the Americas and Asia. DWS is recognised by clients globally as a trusted source for integrated investment solutions, stability and innovation across a full spectrum of investment disciplines. We offer individuals and institutions access to our strong investment capabilities across all major asset classes and solutions aligned to growth trends. Our diverse expertise in Active, Passive and Alternat...

: Job Title: Investment Risk Senior Risk Analyst LocationMumbai, India Role Description Today, markets face a whole new set of pressures but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change. Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment. Were looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to captur...

The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and...

The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and...

The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...

Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. Ensure best services to the Partners (Franchisees, IFAs, Remisers). Help distributors on joint calls. Should be from Equity Broking Industry with minimum of 2 years of experience. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. Experience in Selling Equity broki...

Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. Ensure best services to the Partners (Franchisees, IFAs, Remisers). Help distributors on joint calls. Should be from Equity Broking Industry with minimum of 2 years of experience. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. Experience in Selling Equity broki...

Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. Ensure best services to the Partners (Franchisees, IFAs, Remisers). Help distributors on joint calls. Should be from Equity Broking Industry with minimum of 2 years of experience. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. Experience in Selling Equity broki...