612 Investment Strategies Jobs - Page 5

To undertake M&A and divestments under the guidance of the core group, related to strategic financial activities .i.e. acquisitions, divestments, mergers, demergers, fund raise, restructuring, diligence, valuations, financial modelling, etc. For M&A, to ensure timely completion of valuation exercises, due diligence reports, assist with legal / commercial aspect in legal documentation, work with tax advisors as required, presentation and updates to management. M&A tracker. Close and continuous engagement with all external parties involved in M&A transactions. Maintaining relationships with investment banks, due diligence firms, valuation firms, law firms etc in all matters related to M&A and ...

Your role as a Chief Investment Officer (CIO) in Bengaluru involves developing and implementing investment strategies, managing the investment portfolio, and making key financial decisions. You will analyze financial markets, identify investment opportunities, and oversee the investment team. Ensuring compliance with financial regulations and maintaining relationships with investors and stakeholders will be part of your responsibilities. Key Responsibilities: - Develop and implement investment strategies - Manage the investment portfolio - Make key financial decisions - Analyze financial markets - Identify investment opportunities - Oversee the investment team - Ensure compliance with financ...

Connect on https://www.linkedin.com/in/princi-gupta-9ab7a225/ for more details on the role you may also whats up your resume on 7706031623 Job Title: CFP & Sr. Relationship Manager / Investment Advisor Location: Gurgaon Experience: 4-8 years (Sr. Role) | 2-5 years (Jr. Role) Education: Graduate (CFP/CFA/CA preferred) About the Role: Seeking a dynamic Wealth & Investment Advisor to manage and grow relationships with HNI/affluent clients. The role combines financial planning expertise with relationship management , helping clients achieve their financial goals through tailored investment strategies and holistic advisory. Key Responsibilities: Manage and deepen relationships with HNI clients; a...

As a Channel Sales Manager, your role will involve identifying, recruiting, and onboarding new channel partners within your assigned territory. You will be responsible for managing the sales activities of partners to generate revenue. **Key Responsibilities:** - Coordinating with partners to create and execute business plans to meet sales goals - Analyzing market trends and developing sales plans to increase brand awareness - Handling High Net-Worth Individual (HNI) and Super HNI clients on a daily basis - Communicating up-to-date information about new products and enhancements to partners - Developing process improvements to optimize partner management activities - Evaluating Channel partne...

As a Relationship Manager for Mutual Funds & Insurance at CONNECT STOCKS FINANCIAL SERVICES PVT LTD, located in Nagpur, your primary responsibility is to establish and manage relationships with clients. You are required to understand their financial needs and provide appropriate investment advice. Your daily tasks will involve meeting with clients, recommending suitable mutual funds and insurance products, handling client queries, and preparing investment reports. It is crucial for you to ensure customer satisfaction and achieve sales targets in this role. Key Responsibilities: - Establish and manage relationships with clients - Understand clients" financial needs and provide investment advi...

As an HNI Growth Manager at Swastika Investmart Ltd, your role will involve acquiring, managing, and growing relationships with High Net-Worth Individuals (HNIs) by providing a range of broking and investment products. Key Responsibilities: - Acquire new HNI clients through networking, referrals, and strategic partnerships - Identify client needs and provide appropriate broking and investment solutions - Drive revenue growth by upselling and cross-selling financial products - Conduct regular portfolio reviews and provide market updates for clients - Ensure compliance with regulatory guidelines and internal policies - Collaborate with research and advisory teams to offer personalized investme...

As an experienced Stockbroker, your role will involve analyzing stocks, educating clients on investment opportunities, and overseeing the success of their accounts. Your main responsibilities will include: - Providing regular updates to clients regarding the status of their investment portfolios - Informing clients of new investment opportunities within the stock market - Sourcing new clients through networking and cold calling - Making changes in investment strategies based on market conditions To qualify for this role, you should have: - Proven work experience as a Stockbroker or similar role Experience in customer service is preferred. Fluency in English is also preferred. Please note tha...

Role Overview: As a financial planner at the fast-growing personal investment company, your primary responsibility will be interacting with clients, planning their investments, reviewing portfolios regularly, and managing other operational requirements. Your role plays a crucial part in managing the day-to-day operations of the firm, ensuring smooth workflow, and maintaining high-quality service standards. Key Responsibilities: - Operations Management: - Oversee and manage the daily operations, including client onboarding and account maintenance. - Develop and implement efficient procedures and workflows to streamline operational processes. - Client Service: - Provide exceptional client serv...

You will be working as a full-time Investment Specialist at Workassist in Lucknow. Your primary responsibilities will include analyzing investments, developing and implementing investment strategies, and managing investment portfolios for clients. - Utilize your analytical skills and finance expertise to analyze investments effectively - Develop and execute investment strategies to achieve client goals - Manage investment portfolios on behalf of clients - Demonstrate strong problem-solving abilities to address investment challenges - Communicate effectively and build strong interpersonal relationships with clients - Collaborate with team members to ensure successful investment outcomes - Pos...

As a Virtual Business Development Manager (VBDM) - Lead, your role will involve identifying and targeting new business opportunities through virtual platforms. You will be responsible for building and maintaining strong relationships with distributors and prospects remotely. Your primary focus will be on driving client acquisition and growing assets under management (AUM). Managing a virtual pipeline, following up, and closing leads effectively will be essential tasks. Additionally, you will need to conduct virtual market research and competitor analysis to identify trends. Presenting and promoting mutual fund products via virtual meetings and webinars will also be part of your responsibilit...

Role Overview: As an Institutional Sales Manager, your primary responsibility will be to develop and nurture relationships with large corporates, financial institutions, and other institutional clients. You will play a crucial role in identifying and onboarding clients, understanding their investment needs, and offering tailored solutions from the AMC product portfolio. Acting as a trusted advisor to key stakeholders like CFOs, treasurers, and senior executives in large corporate organizations will be central to your role. Key Responsibilities: - Identify and onboard institutional clients, assess their investment requirements, and propose customized solutions from the AMC product range. - De...

Hiring Now | Assistant Vice President- Equity Investment Fund Manager Delhi/Noida/Gurgaon | On-site | Full-time Are you a seasoned investment professional with a strong track record in equity portfolio management ? A reputed organization is looking for a senior-level leader to manage and grow its long-term equity investments. This is a confidential mandate being handled by our team at Lavya Associates, on behalf of a highly respected institution with a large, long-term investment portfolio. What You'll Do: Drive end-to-end equity investment strategy across public markets Manage a large proprietary portfolio focused on long-term, risk-adjusted returns Monitor global/domestic market trends, ma...

Hiring Now | Deputy Vice President- Equity Investment Fund Manager Delhi/Noida/Gurgaon | On-site | Full-time Are you a seasoned investment professional with a strong track record in equity portfolio management ? A reputed organization is looking for a senior-level leader to manage and grow its long-term equity investments. This is a confidential mandate being handled by our team at Lavya Associates, on behalf of a highly respected institution with a large, long-term investment portfolio. What Youll Do: Drive end-to-end equity investment strategy across public markets Manage a large proprietary portfolio focused on long-term, risk-adjusted returns Monitor global/domestic market trends, macroe...

As the Finance Head at Sikka Group, you will play a crucial role in overseeing financial operations, managing budgets, ensuring compliance, and supporting strategic decision-making in the real estate sector. Your deep knowledge of real estate finance, investment strategies, and regulatory frameworks will be essential for success in this position. **Key Responsibilities:** - Develop and implement financial strategies aligned with business objectives. - Provide financial insights to support real estate acquisitions, sales, and project development. - Monitor financial risks and opportunities in the real estate sector. - Prepare and oversee annual budgets, financial forecasts, and cash flow mana...

Job Title: Sales Coverage Support Senior Analyst, AVP Location: Pune, India Role Description As a German Corporate Banker stationed in India, you will be responsible for managing and expanding relationships with midcap German multinational corporations (MNCs) operating or entering the Indian market. You will act as a strategic bridge between German HQs and their Indian subsidiaries, ensuring seamless delivery of corporate banking solutions tailored to cross-border needs. What we'll offer you As part of our flexible scheme, here are just some of the benefits that you'll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gende...

About The Role: Prospecting: Be constantly on the lookout to build new investor relationships in the market. Be comfortable to expand client outreach using cold calls (60+ calls per day), along with outbound meetings Build a robust network of investors by socializing with them on a regular basis and holding impactful conversations that convert into business opportunities. Build and maintain close relationship with industry participants like Banks, NBFCs, Wealth Firms, etc. Actively seek to get client referrals. Researching the local market and staying up to date on commercial real estate supply and demand trends Advising clients in the development and execution of their individualized real e...

As an Investment Counselor at Al Fahad Enterprises in Noida, your role involves financial planning, creating investment strategies, managing finances, and providing exceptional customer service. Key Responsibilities: - Develop investment strategies to meet clients" financial goals - Manage and monitor clients" portfolios - Provide financial planning advice to clients - Deliver exceptional customer service to build and maintain client relationships Qualifications Required: - Possess strong financial planning and investment skills - Demonstrated experience in developing investment strategies - Proficient in finance and customer service - Excellent analytical and problem-solving abilities - Str...

In this role as an Investment Director at Akava Luxurious, your primary responsibility will be to manage investment strategies, analyze financial data, handle investments, and ensure financial success for the organization. **Key Responsibilities:** - Utilize your Investment Management and Finance skills to arrange investments from investors as per company strategies for extension - Apply your Analytical Skills and Investment Strategies expertise to effectively manage investments - Demonstrate your ability to analyze financial data to make informed investment decisions - Utilize your strong communication and presentation skills to effectively communicate investment strategies - Collaborate wi...

As a Senior Professional at Alpha Alternatives, a Multi Asset Class, Proprietary Capital Investing, and Asset Management Platform, your role involves managing and acquiring high-net-worth individuals (UHNI) and corporate relationships in India. Your primary focus will be on driving business growth and delivering exceptional client service by providing personalized and high-level service to address the unique financial needs of clients. Your key responsibilities include: - **Relationship Management:** - Build, manage, and strengthen relationships with UHNI clients, family offices, and corporate entities. - Develop trust-based relationships with decision-makers and key stakeholders within UHNI...

Role - Group CIO Location - Ahmedabad (On-Site) Reports to - Managing Director Qualification - Preferred CA/CPA Compensation - Best in the Market (Decent Hike on the Current) Major KRA - Actively lead the Listed and Unlisted Investment Portfolio, encompassing equity and private credit, under the guidance of the Investment Committee & Director. Manage the investment portfolio of the Family Group, ensuring alignment with strategic objectives and risk tolerance. Present investment opportunities to the investment committee for effective decision-making. Will be responsible for the continual review of investments, managing the Family Group & investment portfolio , and actively engaging with indus...

As a Relationship Manager in the Real Estate Commercial sector at Titanium Square, near Thaltej, Ahmedabad, your role will involve: - Identifying, prospecting, and engaging with potential clients to understand their commercial property needs. - Providing expert guidance on buying, selling, and leasing commercial properties. - Negotiating terms and closing transactions that meet both client expectations and business goals. - Conducting market research and analysis to identify lucrative investment opportunities. - Developing and maintaining relationships with property developers, investors, and business owners. - Collaborating with internal sales and training teams to stay updated on industry ...

As a Cluster Head / Senior / Relationship Manager, your role involves engaging with HNI and ultra HNI clients to address their investment requirements. You will be responsible for offering a range of exclusive products and delivering superior service to help clients achieve their short-term and long-term investment goals. Your key responsibilities include: - Profiling customers and recommending financial products tailored to their needs. - Collaborating with Relationship Managers to support client portfolios and implement wealth management strategies. Additionally, you will be required to: - Conduct in-depth research and analysis on investment products, financial markets, and economic trends...

The primary role is to establish and manage Treasury & Resource Management Function for an emerging NonBank Finance Company situated in GIFT City (Head office in Singapore and subsidiary in UAE and Jaipur). The role will enhance in stature & position as the company has ambitions to build & expand the balance sheet manifold in next few years given potential of the unique business proposition. ALM and Cash Management Monitoring asset-liability positions. Suggesting adjustments when needed. Manage daily cash operations, including cash positioning, reporting, and forecasting. Ensuring that the Operations gets funding availability into the business account for meeting daily disbursement requireme...

Company Description Plutus Fintech Pvt. Ltd. is a financial advisory and mutual fund distribution company with a combined experience of over 50 years. We offer a range of financial services, including mutual fund investments, wealth management, portfolio management services, and insurance. Our team of experts is dedicated to helping clients make informed financial decisions to achieve their personal finance goals. At Plutus Fintech, we focus on providing a holistic approach to personal finance with a commitment to understanding what matters most to our clients. Role Description This is a full-time on-site role for an Equity Sales Specialist located in Indore. The Equity Sales Specialist will...

As a Sales Associate in the mutual funds and insurance sector, your role will involve identifying new sales opportunities, managing client relationships, and promoting financial products effectively. Here is a breakdown of your responsibilities: - **Sales & Business Development**: - Identify and generate new business opportunities in mutual funds and insurance sectors. - Conduct meetings with potential clients to understand their financial needs and recommend suitable products. - Promote and sell mutual funds, insurance policies, and related financial products to individuals and businesses. - Maintain a robust pipeline of prospects and meet sales targets and KPIs. - **Client Relationship Man...