Investment Product Specialist Tata Capital

3.0 - 7.0 years

0 Lacs

maharashtra

On-site

Role Overview: As a Wealth Management Specialist, you will be responsible for assisting in raising funds from HNI / UHNI clients through technical and fundamental research for equities. You will work closely with wealth managers to advise clients on investment opportunities. Your role will also involve regular meetings with active clients, converting dormant clients into active ones, and conducting regional visits for HNI client meetings and seminars/events. Key Responsibilities: - Assist in raising funds from HNI / UHNI clients through technical & fundamental research for equities and advise the same to clients mapped to the wealth managers. - Conduct regular meetings with active clients, c...

Posted 1 month ago

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Investment Product Specialist Tata Capital

3.0 - 7.0 years

0 Lacs

delhi

On-site

Role Overview: You should have sound knowledge of Wealth domain expertise. Your responsibilities will include assisting in raising funds from HNI / UHNI clients by conducting Technical & Fundamental research for equities and providing advice to clients associated with the wealth managers. It will be essential to conduct regular meetings with active clients, aiming to convert dormant clients into active ones in collaboration with the respective wealth manager. You will also need to schedule regular regional visits for HNI client meetings and seminar/events. Key Responsibilities: - Conducting Technical & Fundamental research for equities - Providing advice to clients associated with the wealth...

Posted 3 months ago

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Financial Controller VC Fund Finovant Solutions Pvt. Ltd

5.0 - 9.0 years

0 Lacs

kolkata, west bengal

On-site

The candidate will independently oversee the operations of a US-India cross-border venture capital (VC) firm ensuring compliance with multi-jurisdictional regulations, accurate fund accounting, financial reporting, LP management, and operational support for the fund. You will be responsible for overseeing fund accounting, ensuring compliance, preparing quarterly and annual financial statements & K-1s by working closely with a third-party fund administrator. Additionally, you will manage capital calls, track Limited Partner (LP) commitments, handle distributions with cross-border tax considerations, and ensure accurate waterfall calculations. Your role will involve assessing fair market valua...

Posted 3 months ago

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Research Analyst For Real Estate sector Crisil

0.0 - 2.0 years

0 - 2 Lacs

Mumbai, Maharashtra, India

On-site

Conduct market research and analysis for the real estate sector. Prepare reports and presentations on market trends and opportunities. Analyze data to support investment and development decisions. Collaborate with real estate professionals and stakeholders. Monitor and report on regulatory and industry developments.

Posted 5 months ago

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Program and Investment Support Contractor - Portuguese Speaking Village Capital

5.0 - 9.0 years

0 Lacs

maharashtra

On-site

Village Capital, a grant-supported 501(c)(3) and a global organization supporting diverse, seed-stage, impact-driven startups, is seeking a Brazil-based contractor for the next 5 months and two weeks to support Village Capital's Innovations in Health Equity LatAm 2024. This accelerator program aims to support ten startups focused on improving healthcare access and quality in Argentina, Brazil, Colombia, and Mexico. The ideal contractor should have experience in supporting accelerator/incubator programs, particularly with early-stage companies. It is essential to possess a good understanding of the ecosystem in the LatAm region, with specific knowledge of the local health sector ecosystem in ...

Posted 5 months ago

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Investment Product Specialist Tata Capital

3.0 - 7.0 years

0 Lacs

delhi

On-site

You should have sound knowledge of Wealth domain expertise. Your responsibilities will include assisting in raising funds from HNI / UHNI clients by conducting Technical & Fundamental research for equities and providing advice to clients associated with the wealth managers. It will be essential to conduct regular meetings with active clients, aiming to convert dormant clients into active ones in collaboration with the respective wealth manager. You will also need to schedule regular regional visits for HNI client meetings and seminar/events. Furthermore, you will be required to send research reports to current and potential clients, as well as assist in composing quarterly client newsletters...

Posted 5 months ago

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