612 Investment Strategies Jobs - Page 2

Wealth Specialists INTERNAL USAGE: No. of Vacancies: 1 Reports to: Regional Investment Counselor Is a Team leader? Y/N Team Size: Grade: SM/AVP Business: Retail Banking Department: Affluent Business Sub - Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless to...

Investment Analyst / Associate Location: Bangalore, India (or willing to relocate to Bangalore) Reporting Line: Principal of Posspole CVC Role Description : As one of the first hires into Posspole CVCs investment team, youll play a critical role in shaping our deal flow, supporting investment execution, and building the foundations of our funds research and thesis development. This is a hands-on role for someone excited to grow in venture capital, with exposure to global startups, corporate partners, and investment committee processes. Note: This role may be hired at Analyst or Associate level depending on prior experience. Candidates with more operating or investment exposure may start as A...

Role & responsibilities The Finance Manager will work directly with the CFO Consultant & COO and manage a team of 5 people based in Mumbai and Pune. At iTeach Schools, current systems are compliant and benefit from technology integration across key functions such as HR and financial management. However, with the organizations growth plans, there is a need to strengthen these systems further through more robust monitoring and evaluation framework. We are looking for people who have the technical expertise and will be eager to enhance the existing systems and processes, combining researched best practices with their own contextual innovation. Team and Stakeholder Management: Manage and build c...

As a Commercial Real Estate Consultant at ZORBA ESTATES, you will play a crucial role in identifying, evaluating, and securing commercial real estate opportunities across various sectors such as office, retail, industrial, and investment properties. Your responsibilities will include providing expert guidance to clients on leasing, buying, or selling commercial properties, conducting in-depth market research, and managing the end-to-end transaction process. Additionally, you will be expected to stay updated on real estate market trends, collaborate with cross-functional teams, and represent ZORBA ESTATES at industry events and client meetings. Key Responsibilities: - Identify, evaluate, and ...

Company Description Tata Capital Limited, a subsidiary of Tata Sons Limited, is a customer-centric financial services provider registered with the Reserve Bank of India as a Core Investment Company. The company, along with its subsidiaries, offers a wide range of fund and fee-based financial services under the Tata Capital brand. Tata Capital caters to the diverse needs of retail, corporate, and institutional customers in areas such as Commercial Finance, Infrastructure Finance, Cleantech Finance, Wealth Management, Consumer Loans, and Tata Cards. With over 500+ branches across critical markets in India, Tata Capital is committed to building long-lasting relationships with its customers. Rol...

As an Asset Manager, you will be responsible for managing and optimizing assets on behalf of clients, which may include individuals, businesses, or organizations. Your main role will involve developing and implementing investment strategies to maximize asset value while effectively managing risks. You will be required to monitor asset performance, manage portfolios, conduct financial analysis, and provide strategic advice to help clients meet their financial goals. Key Responsibilities: - Manage clients" financial and physical assets such as stocks, bonds, real estate, commodities, and other investment products. - Develop, organize, and maintain investment portfolios to maximize returns and ...

Role Overview: The Equity Seeds is looking for a Progress Partner based in Ajmer to provide expert financial advice, manage portfolios, conduct market research, and develop investment strategies for clients. Your daily responsibilities will include data-driven analysis, creating personalized financial strategies, and ensuring compliance with SEBI regulations. Your role will involve collaborating closely with clients to understand their goals and deliver tailored solutions that meet their investment objectives. Key Responsibilities: - Provide clients with expert financial advice - Manage portfolios and conduct market research - Develop investment strategies based on research and analysis - En...

Company Description Oneplus Service Center provides timely and effective solutions for Oneplus products, including Oneplus 3T, Oneplus 5 dual camera mobile phones, Oneplus power of 5 bundle mobile phones, mobile covers, and Oneplus 5 smooth experience mobile phones. We are dedicated to delivering high-quality products with a focus on customer satisfaction. Role Description This is a full-time, on-site role in Bengaluru South for an Investment Specialist. The Investment Specialist will be responsible for analyzing financial data, developing and implementing investment strategies, managing investments, and providing financial advice to clients. The role requires excellent analytical skills and...

Position Overview The Finance Controller will be responsible for leading the organization's overall financial administration, ensuring sound financial management, compliance, and strategic planning. This senior role requires a seasoned finance leader with over 20 years of experience in budgeting, cost control, financial forecasting, fundraising strategies, and process optimization. The Finance Controller will provide leadership in building financial sustainability, managing risks, and enabling data-driven decision-making aligned with the organization's mission and goals. Key Responsibilities 1. Financial Strategy & Planning Lead long-term financial planning, budgeting, and forecasting. Devel...

Responsibilities: * Manage client portfolios * Provide investment advice * Implement strategies * Collaborate with fund managers * Monitor market trends

Job Title : Sales & Fundraiser Manager About SJ Foundation SJ Foundation is a non-profit organization committed to promoting sustainable living, environmental conservation, groundwater preservation, circular economy, waste innovation, and renewable energy awareness. We collaborate with educational institutions, corporates, and communities to create impactful, long-term change. Position Overview We are seeking a motivated and results-driven Sales & Fundraiser Manager to lead our fundraising and proposal development initiatives. The ideal candidate will have strong experience in donor relationship management, corporate partnerships, proposal writing, and lead generation. Key Responsibilities I...

Lead and nurture a team of RMs to drive sales across verticals, acquire and manage Ultra HNI clients (25-500Cr portfolios), build lasting relationships, ensure ethical advisory, and deliver top-tier wealth creation, preservation, and client service. Annual bonus

We have a career opportunity for the role of Chief Financial Officer, to lead the functions of Accounts, Finance, Legal & Secretarial. At VISL, our Core Purpose Your Local Growth Partner delivering Peace of Mind — finds a strong ally in finance leadership. As the CFO, you drive this purpose by ensuring financial stewardship that fuels sustainable growth, empowers customer delight, and builds peace of mind through trust, transparency, and long-term value creation.” Role Overview The Chief Financial Officer (CFO) will be a strategic business partner to the leadership team, driving VISL’s financial excellence, governance, and sustainable growth. This role integrates strategic foresight with ope...

Job Title: Associate Director Investment Implementation Location: Mumbai Mode: Hybrid (3 Days WFO / 2 Days WFH) Shift: 12:00 PM Onwards Key Responsibilities • Lead implementation of global public multi-asset portfolios • Design strategic asset allocation models and portfolio analytics • Manage FX hedging programs and investment documentation • Deliver macro and market insights across asset classes • Collaborate with senior stakeholders to drive investment outcomes • Oversee fund performance analysis and author commentaries • Build models for market trend analysis and scenario planning • Coordinate cross-functional teams for seamless portfolio execution • Foster a culture of excellence, colla...

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

Responsibilities: Accounts Payable & Accounts Receivable: Manage invoices, payments, collections, and outstanding balances. GST Regulations & Filings: Ensure timely and accurate GST filings, compliance with tax laws, and resolving related queries. TDS Regulations & Filings: Deduct, deposit, and file TDS returns while ensuring adherence to statutory regulations. Debtor & Creditor Reconciliation: Perform reconciliations for accounts payable and receivable to maintain accurate financial records. Bank Reconciliation Statement (BRS): Regularly reconcile bank transactions and resolve discrepancies. MSME Regulation & Compliance: Ensure compliance with MSME norms, including timely payments and statu...

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...

Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products Meet the required AUM, investor acquisition and AUM targets for given area. Ensure the timely delivery of customized wealth advise to HNI customers Periodic review of clients portfolio to ensure that they are in line with clients investment objectives Joint calls with branch team

HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. Build AUM and client base as per the target defined by the company. Send news and market related inputs & reports to the clients. Minimum 7 Years of experience Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity Existing Relationship Manager - Wealth Mana...

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. 7)Candidates with Min 5-8 Yrs having deep knowledge of MF, PMS and other Equi...

Advising Ultra HNI clients on Equity, F&O- Equity/Currency/ Commodity . Managing large customers with book size of 25lacs & above. Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue Will be responsible to meet large custo...

VP/AVP/DVP - PCG (Private Client Group) Advisor, B2B Partner Alliance QuickTurtle is seeking a highly experienced and strategic VP/AVP/DVP - PCG Advisor, B2B Partner Alliance to join our team. You'll be instrumental in advising Ultra HNI clients, fostering strong relationships with our B2B partners, and driving significant business growth through deep market understanding and a client-centric approach. Key Responsibilities Advise Ultra HNI clients on a diverse range of investment products including Equity, Futures & Options (Equity, Currency, Commodity), managing large customer portfolios with a book size of ?25 lakhs and above. Build and maintain strong rapport with Business Associates (Par...

VP/AVP/DVP - PCG (Private Client Group) Advisor, B2B Partner Alliance QuickTurtle is seeking a highly experienced and strategic VP/AVP/DVP - PCG Advisor, B2B Partner Alliance to join our team. You'll be instrumental in advising Ultra HNI clients, fostering strong relationships with our B2B partners, and driving significant business growth through deep market understanding and a client-centric approach. Key Responsibilities Advise Ultra HNI clients on a diverse range of investment products including Equity, Futures & Options (Equity, Currency, Commodity), managing large customer portfolios with a book size of ?25 lakhs and above. Build and maintain strong rapport with Business Associates (Par...