612 Investment Strategies Jobs - Page 6

You need to be a HODLer of these Minimum 2-4 years experience in Relationship Management for Investment related products like Mutual Funds /Life Insurance /General Insurance/ PMS/Fixed Income Products. Cryptocurrency knowledge is a plus. Bachelor's degree in Finance, Economics, Business Administration, or a related field. Master's degree preferred. Experience in team management or experience as an individual contributor in terms of setting up new processes Strong understanding of financial markets, investment strategies, and risk management principles. Exceptional communication, negotiation, and interpersonal skills. Proficiency in data analysis and CRM software. Project management skills Se...

Company Description The Machan is an exclusive eco-resort located in Lonavala, known for its unique tree houses designed to offer luxurious comfort and spectacular views while minimizing impact on the natural surroundings. The resort advocates for environmentally friendly hospitality, sourcing almost all energy from renewable resources and water from a borewell replenished by rainwater harvesting. Situated just a scenic 2.5-hour drive from Mumbai and 1.5 hours from Pune, The Machan provides a serene escape into nature ideal for various celebrations and business events. Role Description This is a full-time role for a Senior Finance Manager located in (Lonavala/ Mumbai). The Senior Finance Man...

Job Description Associate (Sales, Marketing & Proprietary Debt Book Management) Position: Assistant Vice President/Associate Vice President Location: Delhi NCR Reporting To: Vertical Head / Director Debt Capital MarRole Overview We are looking for a motivated and skilled Associate to join our Debt Capital Markets team, with a dual focus on sales and marketing of Bonds/G-Secs and the profitable management of proprietary books . The candidate should have a solid understanding of investment guidelines (EPFO/MoL&E, MoF, PFRDA), a strong network with PF trusts, banks, treasuries and insurance companies and a deep knowledge of the Indian debt market. This role requires strong client engagement cap...

Max Life Insurance Company Limited is looking for Relationship Manager - Affluent Banking to join our dynamic team and embark on a rewarding career journey A Relationship Manager in Affluent Banking is responsible for managing and developing a portfolio of high net worth (HNW) clients, offering personalized financial solutions and advisory services to meet their wealth management needs The role involves building strong, long-lasting relationships with clients and providing exceptional customer service The Relationship Manager collaborates with various internal teams to ensure the delivery of comprehensive financial solutions and achieve business targets Responsibilities Client Relationship M...

REPCO HOME FINANCE LTD (Promoted by REPCO Bank - Govt of India Enterprises) Corporate Office: 3rd Floor, Alexander Square, New No: 2(Old No 34&35) Sardar Patel Road, Guindy, Chennai - 600032 PH: 044 42106650 HRD PH: 9962235359,7823942864 __________________________________________________________________________________ Repco Home Finance Limited (RHFL) established in the year 2000, a housing finance company (HFCs), registered with National Housing Bank and regulated by Reserve Bank of India is inviting applications for RECRUITMENT OF MANAGER FOR THE POST OF INVESTOR RELATIONS. Post Code: INVESTOR RELATIONS OCT 2025 Position: MANAGER Location: Corporate Office Chennai Profile: The Investor Re...

As an Investment Associate at Morgan Stanley, your role will involve providing support to the Global Investment Manager Analysis (GIMA) team by conducting due diligence on various investment strategies offered by third-party investment managers. Your responsibilities will include: - Supporting and assisting in the due diligence process by reviewing documentation and participating in conference calls with investment managers. - Analyzing managers based on their investment process, portfolio construction, and risk management capabilities. - Evaluating managers" historical return profiles and performance attribution. - Preparing written reports and commentaries on different managers. - Presenti...

JOB PURPOSE To assist the President-Investments to ensure that a consistent, high level of Investment oversight and management support is maintained, by helping him with management and oversight of the Investment teams, reviewing portfolio composition and performance, and Investment risk, supporting him in the production of reports and presentations, in developing strategies to improve overall performance and Investment risk management of the various teams and for his decisions about staffing plans/product mix PRINCIPAL ACCOUNTABILITIES Portfolio and Investment risk Oversight Review portfolios and performance of the Investment teams. Help with data required for improving Investment performan...

As a Chief Finance Officer (CFO) for Investment & Fundraising at Cognivanta Labs, your role will involve overseeing all financial activities, including the preparation and analysis of financial statements, investment strategies, and fundraising efforts. You will be responsible for managing budgeting processes, financial reporting, and working closely with stakeholders to ensure financial stability and growth. While the primary location for this role is in New Delhi, there is some flexibility for remote work. Key Responsibilities: - Oversee all financial activities, including preparation and analysis of financial statements - Develop and implement investment strategies - Lead fundraising effo...

As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. Credit Risk Management houses the banks internal credit experts who provide transaction execution and ongoing management of the banks credit exposure portfolio. The team covers activities of the bank that give rise to credit risk...

Job roles duties and responsibilities investment management is the professional management of financial assets and other investments belonging to an investor. An investment manager will use their knowledge, skills and experience to invest money on behalf of their client, within a scope that the client has defined and in line with the clients appetite for risk. Other areas of involvement can include banking, budgeting and tax services. Clients range from individuals investing their personal wealth to large institutional investors. Before making investment decisions, investment managers will ascertain the clients investment objectives. They will work with them to develop short- and long-term i...

1) Product costing and controlling activities 2) Profitability Analysis 3) Monthly Management Reporting activities. 4) Calculation and analysis of Cost enquiries for Customer projects (for new acquisition) 5) Handling of Make or Buy decision projects, outsourcing projects etc. 6) Investment Appraisal for New Investment Strategies. 7) Working with CFT and should have problem solving attitude. 8) Review and presentation of business cases with Management 9) Coordination with IPN Network.

You will be responsible for managing and nurturing client relationships, providing personalized financial and taxation advice, and developing tailored solutions-oriented plans. You will act as the primary liaison between the business and clients, ensuring existing & new clients have suitable products, scouting new markets, and engaging potential leads. Additionally, you will represent the company, managing and nurturing client relationships while pursuing new sales avenues. Your role will involve lead generation through various channels, acquiring new clients, diversifying investments, and driving business development strategies for organizational growth. You will provide timely reports to c...

Role Overview As an Equity Sales Specialist at Plutus Fintech Pvt. Ltd., your primary responsibility will be to handle equity sales, trading, and managing client relationships. You will play a crucial role in analyzing market trends, executing equity transactions, and providing clients with comprehensive financial advice. Additionally, you will be expected to devise and implement sales strategies to achieve revenue targets and improve client portfolios. Key Responsibilities - Conduct equity sales and trading activities - Manage client relationships effectively - Analyze market trends to provide valuable financial advice - Develop and implement sales strategies to meet revenue targets - Enhan...

We are looking to hire a candidate in the Performance Reporting Team The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research, performance reporting and related investment consulting support functions. The incumbent in this role should have an understanding of the Glo...

Role & responsibilities This role will involve supporting the Asset Allocation and Investment Solutions team in its drive to generate and deliver asset allocation advice for client portfolios globally. The successful candidate will have strong programming and quantitative analysis skills, ability to work with large datasets and basic investment knowledge. There is also a need to be able to communicate with broad project stakeholders. Data management and process development programming support for the asset allocation and investment solutions team. Develop tools that allow investment advisors to see the impact of asset allocation under different market environments and tax treatments. Run and...

Responsibilities * Develop and implement investment strategies to minimize risk and maximize returns. * Conduct thorough due diligence on potential investments, analyzing financial models and valuations. * Monitor portfolio performance, identifying areas for improvement and making adjustments as needed. * Collaborate with cross-functional teams to ensure alignment of investment decisions with overall business objectives. Job Requirements * 2-8 years of experience in investment banking or portfolio management. * Strong skills in investment analysis, financial modeling, risk assessment, and valuation. * Ability to develop effective investment strategies based on market trends and economic cond...

As a Senior Wealth Manager at Creddinv Technologies, you will play a critical role in the advisory team by managing complex client relationships, overseeing high-value portfolios, and providing strategic financial guidance. You will lead client engagements, mentor junior team members, and contribute to the firm's growth and development. Key Responsibilities: - Serve as the primary point of contact for a portfolio of high-net-worth clients, developing long-term relationships based on trust and expertise. - Design and implement advanced financial plans, tax strategies, and estate planning solutions. - Conduct in-depth portfolio reviews, asset allocations, and investment strategies to optimize ...

Job Description Title Relationship Manager Investment Services Qualification Required Graduates & NISM VA or CFP Job Responsibilities: Existing Customers Relationships Mapped Responsible for managing relationships with clients & providing investment advisory services Monitoring and managing client portfolios, developing and implementing investment strategies Get the Risk Profiling Done Portfolio Reviews with Clients Get Investment Top ups and increased Wallet Share Get References New Customers Responsible for Adding New Relationships & Acquire NRI Relationships Arranging for Investor Awareness Programs in Corporates Providing Solutions to them via various financial products and services like...

As a Senior Finance & Trading Copywriter working for a dynamic trading and finance company specializing in options, forex, and financial markets, your role will involve creating compelling and high-converting copy for various channels such as blogs, landing pages, social media, newsletters, ads, and email campaigns. Your responsibility will also include translating complex financial concepts into clear and actionable content for retail and professional traders. Collaboration with marketing, SEO, and design teams to ensure content alignment with brand voice and business goals is crucial. Developing content strategies to drive engagement, lead generation, and customer acquisition will be part ...

As a Financial Planner with NISM Certification XA/XB, you will play a crucial role in helping clients achieve their financial goals by creating comprehensive financial plans. You will work closely with clients to assess their financial situations, recommend suitable investment strategies, and provide expert advice on insurance, retirement planning, tax optimization, and other financial matters. - Client Consultation: Meet with clients to understand their financial goals, aspirations, and current financial situation. - Financial Analysis: Analyze clients" financial data, including income, expenses, assets, liabilities, and investment portfolios, to develop personalized financial plans. - Inve...

As a Playing Captain - Wealth (Pan India) based in Mumbai at Synergy HR Consultancy, your role involves leading wealth management teams, developing and implementing wealth management strategies, and ensuring the achievement of financial targets. Your daily tasks will include client relationship management, overseeing investment portfolios, and providing financial consulting. It is essential to coordinate with different departments to ensure seamless service delivery and adherence to regulatory requirements. Key Responsibilities: - Lead wealth management teams and develop wealth management strategies - Ensure achievement of financial targets - Manage client relationships and oversee investmen...

As a Private Investor at Mayoor School Siliguri located in Siliguri, you will play a crucial role in managing financial investments for the school. Your responsibilities will include analyzing market trends, making strategic investment decisions to support the school's growth and development, and ensuring the effective management of the school's financial portfolio. Key Responsibilities: - Manage financial investments for Mayoor School Siliguri - Analyze market trends to identify investment opportunities - Make strategic investment decisions to support the school's growth - Conduct risk assessments and manage the school's investment portfolio effectively - Utilize your excellent communicatio...

As an Investment Portfolio Counsellor at IDFC FIRST Bank in Chandigarh, India, you will play a crucial role in providing expert advice and personalized investment solutions to our clients. Your passion for wealth management and strong financial market knowledge will be key in helping our clients achieve their financial goals. Key Responsibilities: - Provide expert advice and guidance on investment strategies and portfolio management. - Conduct a detailed analysis of clients" financial goals, risk tolerance, and investment preferences to create personalized investment plans. - Monitor and review clients" investment portfolios to ensure alignment with their goals, making necessary adjustments ...

Job Opening for Baner PUNE Location Only: We are Hiring Client Relationship Manager To work on Taxation & Wealth Generation Products Company Description: Ascending Wealth Solutions LLP is a wealth consulting and portfolio management firm located in Baner Pune. The founder is seasoned financial & Taxation experts with over 16+ years of experience, in finance and taxation preparation, Firm is dedicated to serving clients for their diversified financial & Taxation needs. Employee Role Description: This is a full-time on-site & filed work role for a Client Relationship Manager at Ascending Wealth Solutions LLP,Manager will be responsible for managing and nurturing client relationships, providing...

Provides leadership to People Leader and Knowledge Leader employees (may be first manager-of-manager level) Accountable for performance and results of a Team Adapts Team plans and priorities to address resource and operational opportunities Provides subject matter guidance to Team, colleagues and/or clients Knowledge Requires in-depth conceptual and practical knowledge of own and related job families and applies functional/process knowledge to diverse issues Business Acumen Applies and integrates industry best practices to achieve of objectives Problem Solving Identifies and resolves moderately complex business problems Impact Impacts the level of service and the Team s ability to meet quali...