285 Investment Strategies Jobs - Page 7

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity , 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, 4) Having AUM of Min Rs. 50 Cr Skills : - Wealth Management , Relationship Management, Investment Advisory, Portfolio Management, Selling of financial products - Mutual Funds (MF), PMS, AIF, Equity, Financial Planning, Stock Broking, SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Management, Relationship Manager- Burgundy RM, Exclusive RMs, Pioneer, Preferred Relationship, Insignia RMs, Imperia RMs, NBFC, Stockbroking, Portfolio Management, PMS, Mutual Funds, AIF, Structured Products.

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity , 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, 4) Having AUM of Min Rs. 50 Cr Skills : - Wealth Management , Relationship Management, Investment Advisory, Portfolio Management, Selling of financial products - Mutual Funds (MF), PMS, AIF, Equity, Financial Planning, Stock Broking, SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Management, Relationship Manager- Burgundy RM, Exclusive RMs, Pioneer, Preferred Relationship, Insignia RMs, Imperia RMs, NBFC, Stockbroking, Portfolio Management, PMS, Mutual Funds, AIF, Structured Products.

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity , 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, 4) Having AUM of Min Rs. 50 Cr Skills : - Wealth Management , Relationship Management, Investment Advisory, Portfolio Management, Selling of financial products - Mutual Funds (MF), PMS, AIF, Equity, Financial Planning, Stock Broking, SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Management, Relationship Manager- Burgundy RM, Exclusive RMs, Pioneer, Preferred Relationship, Insignia RMs, Imperia RMs, NBFC, Stockbroking, Portfolio Management, PMS, Mutual Funds, AIF, Structured Products.

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 Equity product. Preferably should be from Wealth Management background. BFM MCOM MBA Finance or equivalent , with NISM 5A & 8 certification

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 Equity product. Preferably should be from Wealth Management background. BFM MCOM MBA Finance or equivalent , with NISM 5A & 8 certification

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 Equity product. Preferably should be from Wealth Management background. BFM MCOM MBA Finance or equivalent , with NISM 5A & 8 certification

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 customers and Business Associate - Franchisee, IFA, Partners on regular basis. Will be responsible for profiling Business Associate - Franchisee, IFA, Partners by conducting in- depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm. Experts in the Research of Sectors like BFSI, Auto, FMCG, and Consumer durables, should be thorough with Institutional Equity Research, Should connect with Buy Side institutions like Mutual Fund Houses and Insurance Companies. Existing Relationship Manager Team Leaders

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 customers and Business Associate - Franchisee, IFA, Partners on regular basis. Will be responsible for profiling Business Associate - Franchisee, IFA, Partners by conducting in- depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm. Experts in the Research of Sectors like BFSI, Auto, FMCG, and Consumer durables, should be thorough with Institutional Equity Research, Should connect with Buy Side institutions like Mutual Fund Houses and Insurance Companies. Existing Relationship Manager Team Leaders

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 customers and Business Associate - Franchisee, IFA, Partners on regular basis. Will be responsible for profiling Business Associate - Franchisee, IFA, Partners by conducting in- depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm. Experts in the Research of Sectors like BFSI, Auto, FMCG, and Consumer durables, should be thorough with Institutional Equity Research, Should connect with Buy Side institutions like Mutual Fund Houses and Insurance Companies. Existing Relationship Manager Team Leaders

1) 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. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts

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 customers and Business Associate - Franchisee, IFA, Partners on regular basis. Will be responsible for profiling Business Associate - Franchisee, IFA, Partners by conducting in- depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm. Experts in the Research of Sectors like BFSI, Auto, FMCG, and Consumer durables, should be thorough with Institutional Equity Research, Should connect with Buy Side institutions like Mutual Fund Houses and Insurance Companies. Existing Relationship Manager Team Leaders

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 (Partners, Franchisees, IFAs) to ensure business scalability and high-quality servicing. Your focus will be on customer and Business Associate longevity, driven by in-depth research and knowledge-based advice. Support Business Associates (Franchisees, IFAs, Partners) in scaling their existing client base and revenue through quality service and by showcasing future opportunities. Potentially manage an existing book of clients , applying deep market understanding and advanced strategies to increase book size and revenue. Regularly meet with large customers and Business Associates (Franchisees, IFAs, Partners) to foster strong relationships and understand their evolving needs. Profile Business Associates (Franchisees, IFAs, Partners) by conducting in-depth reviews of their customers financial requirements, analyzing investor investment styles and risk appetites, and recommending suitable portfolios or actionable strategies. Create a large options book along with robust revenue, ensuring maximum activation of Business Associate customers through quality advisory. Identify upselling opportunities and guide large customers to diversify their investment portfolios by advising them on suitable products like Mutual Funds, PMS (Portfolio Management Services), IAP (Investment Advisory Products), and Insurance, thereby bringing stability and longevity to their investments. What We're Looking For Proven expertise in advising Ultra HNI clients on complex financial products. Demonstrated ability to build and nurture strong B2B relationships for scalable business growth. Deep understanding of equity markets, F&O, and advanced investment strategies. Exceptional communication and interpersonal skills to manage high-value clients and partners. A strong commitment to client longevity through research-backed and insightful advice.

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 (Partners, Franchisees, IFAs) to ensure business scalability and high-quality servicing. Your focus will be on customer and Business Associate longevity, driven by in-depth research and knowledge-based advice. Support Business Associates (Franchisees, IFAs, Partners) in scaling their existing client base and revenue through quality service and by showcasing future opportunities. Potentially manage an existing book of clients , applying deep market understanding and advanced strategies to increase book size and revenue. Regularly meet with large customers and Business Associates (Franchisees, IFAs, Partners) to foster strong relationships and understand their evolving needs. Profile Business Associates (Franchisees, IFAs, Partners) by conducting in-depth reviews of their customers financial requirements, analyzing investor investment styles and risk appetites, and recommending suitable portfolios or actionable strategies. Create a large options book along with robust revenue, ensuring maximum activation of Business Associate customers through quality advisory. Identify upselling opportunities and guide large customers to diversify their investment portfolios by advising them on suitable products like Mutual Funds, PMS (Portfolio Management Services), IAP (Investment Advisory Products), and Insurance, thereby bringing stability and longevity to their investments. What We're Looking For Proven expertise in advising Ultra HNI clients on complex financial products. Demonstrated ability to build and nurture strong B2B relationships for scalable business growth. Deep understanding of equity markets, F&O, and advanced investment strategies. Exceptional communication and interpersonal skills to manage high-value clients and partners. A strong commitment to client longevity through research-backed and insightful advice.

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 (Partners, Franchisees, IFAs) to ensure business scalability and high-quality servicing. Your focus will be on customer and Business Associate longevity, driven by in-depth research and knowledge-based advice. Support Business Associates (Franchisees, IFAs, Partners) in scaling their existing client base and revenue through quality service and by showcasing future opportunities. Potentially manage an existing book of clients , applying deep market understanding and advanced strategies to increase book size and revenue. Regularly meet with large customers and Business Associates (Franchisees, IFAs, Partners) to foster strong relationships and understand their evolving needs. Profile Business Associates (Franchisees, IFAs, Partners) by conducting in-depth reviews of their customers financial requirements, analyzing investor investment styles and risk appetites, and recommending suitable portfolios or actionable strategies. Create a large options book along with robust revenue, ensuring maximum activation of Business Associate customers through quality advisory. Identify upselling opportunities and guide large customers to diversify their investment portfolios by advising them on suitable products like Mutual Funds, PMS (Portfolio Management Services), IAP (Investment Advisory Products), and Insurance, thereby bringing stability and longevity to their investments. What We're Looking For Proven expertise in advising Ultra HNI clients on complex financial products. Demonstrated ability to build and nurture strong B2B relationships for scalable business growth. Deep understanding of equity markets, F&O, and advanced investment strategies. Exceptional communication and interpersonal skills to manage high-value clients and partners. A strong commitment to client longevity through research-backed and insightful advice.

1) 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. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts

1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. 4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 6) Maintaining client relationships and generate AUM from HNI UHNI clients. 7) Advising HNI/ UHNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients. 8) To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 9) To coordinate with product and research team for taking investment decision for the clients. 10) To conduct and assist in organizing seminars, workshops and other business development activities.

Leading and managing a team of Key Account Managers (KAMs) / Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges

We are currently hiring for one of the large PMS and Wealth Management Companies spread across India and having an Assets under advise of over 1 L crores. Role Description This is a full-time on-site role for a Vice President - Investment Risk (Wealth / PMS) located in Mumbai. The person will be responsible for a) Identification of Risk and Implementation of Controls for Circulars issued by Regulators (RBI, SEBI, Exchanges) and Compliance to Internal policies and Global Standards. b) Ensuring that the company is conducting its business in full compliance with all laws and regulations that pertain to industry, as well as professional standards, accepted business practices, and internal standards. c) Evaluate Business cases from Financial Crime, Fiduciary Risk, Conduct and Reputation risk perspective and approve as per the risk appetite. d) Conducting Pre-Audit Sweep and handling Audit (Internal / External) and Regulatory Inspections (~30 audits/ inspections annually). Resolving queries of the auditors, maintaining track & testing of audit observations. e) Performing Control Monitoring (Testing) for areas like Investment Suitability, Cross Border, Large Transaction Monitoring, Portfolio Management, Dealing, Broking and conducting horizontal reviews. f) Conduct risk reviews on the new / amendment in existing products (Investment Advisory, Research, Mutual Funds, Bonds, Dealing, PMS, Alternative Investment, Loans, Insurance) and provide risk solutions. Qualification & Experience Education: MBA (Finance), CA, CFA or FRM preferred 10 plus years of experience in Wealth Management or PMS (Portfolio Management Service) firms. Strong Experience in Investments Risk Management, Investment Strategies, and Investment Management.

Position Overview We are seeking a dynamic Investor Relations Manager to join our leadership team and drive strategic communication with our investor community. This role is critical in maintaining transparent, effective relationships with existing investors while supporting public market investors and corporate development activities. Key Responsibilities Investor Communication & Reporting Develop and maintain comprehensive investor communication strategies Prepare quarterly and annual investor reports, presentations, and financial updates Coordinate and facilitate investor calls, board meetings, and annual general meetings Create investor pitch decks and due diligence materials Manage investor inquiries and ensure timely, accurate responses Financial Analysis & Strategy Collaborate with finance team to ensure accurate financial reporting and forecasting Analyze market trends, competitive landscape, and industry benchmarks Support valuation exercises and financial modeling for strategic initiatives Monitor and report on key performance indicators and business metrics Stakeholder Management Build and maintain strong relationships with institutional investors, research analysts and key personnel from the investor community Coordinate with secretarial, legal, compliance, and finance teams on regulatory requirements Manage relationships with investment bankers, analysts, and financial advisors Support CEO and CFO in investor meetings and strategic discussions Facilitate communication between management team and investors. Plan and facilitate field visits between investors and our customers Market Intelligence & Corporate Development Monitor industry trends and competitive intelligence Assist in corporate governance and compliance matters Maintain investor database and communication tracking systems Required Qualifications Bachelor's degree in Finance, Business Administration, Economics, or related field MBA or CFA certification preferred 3-8 years of experience in investor relations, investment banking, equity research, or corporate finance Prior experience in technology sectors highly preferred Experience with startup or high-growth company environment Technical Skills Strong financial modeling and analytical capabilities Proficiency in PowerPoint, Excel, and financial reporting tools Experience with investor relations platforms Knowledge of capital markets, valuation methodologies, and financial instruments Understanding of regulatory requirements and compliance frameworks Core Competencies Excellent written and verbal communication skills Strong presentation and public speaking abilities Analytical mindset with attention to detail Ability to work under pressure and manage multiple priorities Strategic thinking and problem-solving capabilities Personal Attributes Entrepreneurial spirit and adaptability in fast-paced environment Strong relationship-building and networking skills

": " About WPP Media WPP is the creative transformation company. We use the power of creativity to build better futures for our people, planet, clients and communities. For more information, visit wpp.com. WPP Media is WPPs global media collective. In a world where media is everywhere and in everything, we bring the best platform, people, and partners together to create limitless opportunities for growth. For more information, visit wppmedia.com At WPP Media, we believe in the power of our culture and our people. Its what elevates us to deliver exceptional experiences for both our clients and each other. In this role it will be critical to embrace WPP & WPP Medias shared core values: Be Extraordinary by Leading Collectively to Inspire transformational Creativity. Create an Open environment by Balancing People and Client Experiences by Cultivating Trust. Lead Optimistically by Championing Growth and Development to Mobilize the Enterprise. About EssenceMediacom: A Leading WPP Media Brand, EssenceMediacom is a new breed of media agency. Grounded in analytics & insights and powered by data & technology, we believe in the power of media and creative to drive breakthroughs for the worlds best brands. We help clients understand the modern marketing paradox and discover the breakthroughs brands need to win with their consumers. We are designed for the new communications economy \u2014 built on data & technology, built for people & algorithms, built around diverse schools of thought, built to test & learn at scale, and, crucially, built to evolve. Role Summary and Impact In this role, you will be responsible for a range of work on prestigious brands and dealing with the partners and handling internal teams. Your understanding & inclination towards understanding client business & data insights will be added advantage on as youll be working closely with an integrated team. Reporting of the role This role reports to: General Manager- Investment Strategy 3 best things about the job: Opportunity to grow both personally and professionally. Opportunity to innovate, The opportunity to work across key projects & accounts. What your day job looks like at EssenceMediacom: Building Data Insights from industry tools/platform data Support on reviews/AOPs Build narrative for key digital platforms/partners Work on a detailed BAU digital Investment transformation Work closely with business teams/ investment team to understand key challenges and design data-driven solutions Build and share knowledge around key trends/shift in landscape Measure Of Success: In three months: You would have started understanding the role requirement You would have understanding of key challenges that we will need solve Knowledge of key partners and expectations Meetings with all internal teams In six months: Start owning key projects related to the role . Be able to build narratives/story for client queries/ internal requirements Be able to create detailed analysis around key trends/landscape shifts in digital space. In 12 months: You should be able to drive annual digital investment strategies for key clients You should be able to build whitepapers Be able to create a brilliant basics of digital investments. Skills and Experience What youll bring Thorough Digital media understanding and strategic mindset Extremely flexible attitude and an ability to read between the lines Quick turnaround time & sharp analytical skills Ability to work well under pressure. Able to handle tough situations -internal stakeholders & media owners Help team with market intelligence & structured data Willingness to learn and drive to succeed. Minimum qualifications: Overall experience of at least 5-8 years Experience on Digital planning/strategy (Biddable & Non-Biddable). Eye for detail Good communication, presentation making, storytelling & analytical skills Understanding of tools like Comscore/Similarweb/Data.ai etc. Good connect with publishers

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 Who we are With over $1. 44 trillion of assets under management, Invesco is one of the world s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. If youre looking for challenging work, smart colleagues, and a global employer with a social conscience, explore your potential at Invesco. Your Role To maintain the highest standards of Client Reporting for Invesco s Institutional/ Retail Clients by being responsible for the administration of a defined portfolio You Will Be Responsible For : Coordinate data from various applications and teams to prepare accurate Daily , Weekly, Monthly, and Quarterly Reports for clients within specified deadlines. Assist in addressing client queries promptly and effectively within the stipulated time frame . Proficient in working with minimal supervision while handling process queries. Provides training and support to new team members. Assists the Lead in implementing development plans for new team members Strictly follows policies and procedures while working on reports, ensuring the highest standards of Quality and Timelines. Contribute in data testing for various items in new and ongoing GCCP projects. Assist Seniors with issues pertaining to items Process. Assist other Client Reporting teams with on heavy production periods. Ensure Team Lead/ Manager is made aware of any item which is deemed to be aware of. Work Experience / Knowledge: 2. 5-3 yrs. of previous experience in financial services industry, with good operations exposure Understanding of Asset Management Industry and understanding of performance calculations is preferred. Skills / Other Personal Attributes Required: Team Player Excellent communication skills Eye for detail and accuracy Flexibility and adaptability Able to work independently and drive initiatives individually whenever require. Academic requirements MBA Or any professional qualification with finance as the major Why Invesco What s in it for you? Our benefit policy includes but not limited to: Competitive Compensation Flexible, Hybrid Work 30 days Annual Leave + Public Holidays Life Insurance Retirement Planning Group Personal Accident Insurance Medical Insurance for Employee and Family Annual Health Check-up 26 weeks Maternity Leave Paternal Leave Adoption Leave Near site Childcare Facility Employee Assistance Program Study Support Employee Stock Purchase Plan ESG Commitments and Goals Business Resource Groups Career Development Programs Mentoring Programs Invesco Cares Dress for your Day 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 Who we are With over $1. 44 trillion of assets under management, Invesco is one of the world s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. If youre looking for challenging work, smart colleagues, and a global employer with a social conscience, explore your potential at Invesco. Your Role To maintain the highest standards of Client Reporting for Invesco s Institutional/ Retail Clients by being responsible for the administration of a defined portfolio You Will Be Responsible For : Coordinate data from various applications and teams to prepare accurate Daily , Weekly, Monthly, and Quarterly Reports for clients within specified deadlines. Assist in addressing client queries promptly and effectively within the stipulated time frame . Proficient in working with minimal supervision while handling process queries. Provides training and support to new team members. Assists the Lead in implementing development plans for new team members Strictly follows policies and procedures while working on reports, ensuring the highest standards of Quality and Timelines. Contribute in data testing for various items in new and ongoing GCCP projects. Assist Seniors with issues pertaining to items Process. Assist other Client Reporting teams with on heavy production periods. Ensure Team Lead/ Manager is made aware of any item which is deemed to be aware of. Work Experience / Knowledge: 2. 5-3 yrs. of previous experience in financial services industry, with good operations exposure Understanding of Asset Management Industry and understanding of performance calculations is preferred. Skills / Other Personal Attributes Required: Team Player Excellent communication skills Eye for detail and accuracy Flexibility and adaptability Able to work independently and drive initiatives individually whenever require. Academic requirements MBA Or any professional qualification with finance as the major Why Invesco What s in it for you? Our benefit policy includes but not limited to: Competitive Compensation Flexible, Hybrid Work 30 days Annual Leave + Public Holidays Life Insurance Retirement Planning Group Personal Accident Insurance Medical Insurance for Employee and Family Annual Health Check-up 26 weeks Maternity Leave Paternal Leave Adoption Leave Near site Childcare Facility Employee Assistance Program Study Support Employee Stock Purchase Plan ESG Commitments and Goals Business Resource Groups Career Development Programs Mentoring Programs Invesco Cares Dress for your Day

Title:wealth managerSummary:We are seeking a dynamic and experienced Wealth Manager to join our team in Mumbai Suburban The ideal candidate will have a minimum of 2 years of experience in wealth management, financial planning, or a related field As a Wealth Manager, you will be responsible for providing comprehensive financial advice and investment strategies to high-net-worth clients You will work closely with clients to understand their financial goals, develop customized investment plans, and monitor their portfolios to ensure optimal performance The role requires a deep understanding of financial markets, investment products, and regulatory requirements You will also be expected to stay updated with market trends and economic developments to provide timely and relevant advice to clients Strong interpersonal and communication skills are essential, as you will be building and maintaining long-term relationships with clients If you are a proactive and client-focused professional with a passion for wealth management, we would love to hear from you.Skills:Financial Planning, Investment Strategies, Portfolio Management, Market Analysis, Regulatory Compliance, Risk Assessment, Wealth Management, Financial Markets, Communication Skills, Interpersonal Skills, Analytical Thinking, Attention to Detail, Time Management, Client Focus, Proactive Approach, Economic Trends, Investment ProductsResponsibilities:Provide comprehensive financial advice and investment strategies to high-net-worth clients.Understand clients financial goals and develop customized investment plans.Monitor client portfolios to ensure optimal performance.Stay updated with market trends and economic developments to provide timely and relevant advice.Build and maintain long-term relationships with clients.Conduct market analysis to identify investment opportunities.Ensure compliance with regulatory requirements.Perform risk assessments and recommend appropriate asset allocation.Utilize financial planning and wealth management techniques to meet client needs.Communicate effectively with clients to explain complex financial concepts.Demonstrate strong analytical thinking and problem-solving skills.Maintain attention to detail in all aspects of financial planning and portfolio management.Manage time effectively to meet client and organizational deadlines.Adopt a proactive approach to client relationship management and service delivery.Requirements: Minimum of 2 years of experience in wealth management, financial planning, or a related field.Strong knowledge of financial markets, investment products, and regulatory requirements.Proven experience in financial planning, investment strategies, and portfolio management.Excellent client relationship management skills.Ability to conduct market analysis and identify investment opportunities.Strong understanding of risk assessment and asset allocation.Proficiency in wealth management techniques.Effective communication skills to explain complex financial concepts to clients.Strong interpersonal skills to build and maintain long-term client relationships.Analytical thinking and problem-solving abilities.Attention to detail in financial planning and portfolio management.Effective time management skills to meet client and organizational deadlines.Proactive approach to client relationship management and service delivery.Up-to-date knowledge of market trends and economic developments.Client-focused mindset with a passion for wealth management.Location:Mumbai SuburbanMin Years Of Experience:2 years

About Citco: The market leader. The premier provider. The best in the business. At Citco, we ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco. About the Team & Business Line: Fund Administration is Citco s core business, and our alternative asset and accounting service is one of the industry s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience. About You: You have a degree in Accounting, Finance, Economics, or related discipline Fluent in English (both written and verbal) Possess strong skills in using MS Excel - you are comfortable with formulas, understand the basics of macros and pivot tables, and are able to navigate and understand workbooks Intuitive feel and be a quick study of various software applications Proactive team player with excellent communication skills Our Benefits Your well-being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location. We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect. Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection. Your Role: Providing US tax compliance services for private equity funds or hedge funds and investment partnership clients involving a variety of investment strategies and fund structures Working on computation of taxable income and tax adjustments, security analysis, tax allocations and preparation of US tax forms Analyzing transactions for US Tax consequences Handling tax reporting for investors and tax filings You will interface with other areas of the firm Contributing to delivery of Schedule K 1s to investors on a timely basis Developing knowledge of US business tax Delivering high quality product Working on various projects within the tax department and be cross-trained and will assist in special projects as necessary

About Antier Solutions Antier Solutions is a leading blockchain consulting and investment firm that drives Web3, DeFi, and tokenization innovations . As we scale our investment strategies and fundraising initiatives , we are seeking a VP of Web3 Investments & Deal Structuring to lead high-value fundraising deals, tokenomics design, and strategic investor negotiations . This is a high-impact leadership role , ideal for an expert in structured finance, tokenomics, and investment negotiations with deep experience in venture capital, investment banking, or token fundraising . Overview As the VP of Web3 Investments & Deal Structuring , you will: ? Structure and execute Web3 fundraising deals (equity, SAFT, token sales, hybrid models). ? Design and optimize tokenomics for ICOs, IDOs, and private token rounds . ? Negotiate investor allocations, pricing, vesting schedules, and exit strategies . ? Lead capital-raising strategies , collaborating with VCs, DAOs, hedge funds, and institutional players . ? Develop financial models to support investment decisions and risk assessments. Key Responsibilities 1. Investment Structuring & Deal Execution Lead Web3 fundraising deals, including equity, SAFT (Simple Agreement for Future Tokens), and hybrid models. Structure token sale agreements, private placements, and strategic investments. Develop exit strategies and investor liquidity plans for tokenized assets. Collaborate with legal teams to ensure compliance with crypto and securities regulations. 2. Tokenomics Design & Financial Modeling Develop and optimize tokenomics for ICOs, IDOs, and liquidity mining models. Define pricing mechanisms, vesting schedules, staking rewards, and governance structures. Assess token sustainability, market demand, and long-term value creation strategies. Work with DeFi protocols and launchpads to execute token launches. 3. Fundraising & Investor Relations Build relationships with crypto-native VCs, hedge funds, DAOs, and institutional investors. Negotiate investment terms, allocations, and governance rights for Web3 projects. Present pitch decks, financial projections, and business models to investors. Track funding rounds, investor sentiment, and regulatory trends in the crypto market. 4. Market Expansion & Competitive Positioning Identify new investment opportunities in DeFi, NFTs, and Web3 infrastructure. Advise project teams on capital efficiency, fundraising timelines, and growth metrics. Evaluate competitor token models and pricing strategies to maintain a competitive edge. Represent Antier at Web3 investment summits, panel discussions, and industry conferences. Key Qualifications & Experience Must-Have: 6-10+ years in investment banking, venture capital, structured finance, or token fundraises . Expertise in tokenomics design, SAFT agreements, and fundraising models. Strong understanding of crypto asset valuation, token incentives, and staking mechanisms . Proven experience negotiating multi-million dollar investments in blockchain ventures. Familiarity with Web3 legal frameworks , including securities regulations and token compliance . Hands-on experience with IDOs, ICOs, and DeFi liquidity strategies . Preferred: Existing relationships with top-tier VCs, DAOs, hedge funds, and launchpads. Experience with liquidity pools, cross-chain token bridges, and governance models. Background in M&A, financial modeling, or fund structuring for crypto assets. Strong connections in Ethereum, Solana, Polkadot, or Layer-2 ecosystems. Why Join Antier Solutions? Lead Web3 investment strategies and token fundraises for high-growth blockchain projects. Work with top-tier investors, DAOs, and hedge funds in the crypto space. Shape tokenomics models for innovative DeFi & Web3 ecosystems . Be part of a fast-growing blockchain consultancy driving multi-million dollar deals .

Description The Trainee - CFO position offers a unique opportunity to gain hands-on experience in financial management and strategy under the mentorship of the Chief Financial Officer. You will play a key role in supporting various financial operations and analyses within the organization. Responsibilities Assist in financial planning and analysis activities Support the CFO in budgeting and forecasting processes Prepare financial reports and presentations for management Conduct research and analysis on financial performance and trends Participate in audits and ensure compliance with financial regulations Collaborate with different departments to gather financial data Help in identifying areas for cost reduction and efficiency improvement Skills and Qualifications Bachelor's degree in Finance, Accounting, Business Administration, or a related field Strong analytical skills with proficiency in financial modeling Knowledge of financial statements and reporting Familiarity with accounting software and ERP systems Excellent communication and interpersonal skills Proficient in Microsoft Excel and financial analysis tools Attention to detail and strong organizational skills