124 Investments Jobs

As an Investment Research Intern at EaseAssets, a venture by Nooreva Technologies Private Limited, you will be an integral part of the team responsible for analyzing real estate markets, evaluating investment opportunities, and assisting in the development of investor-friendly strategies. This full-time, on-site internship lasting 2 to 6 months is perfect for individuals with a keen interest in finance, real estate, and market research. Your responsibilities will include conducting thorough research on real estate markets, trends, and asset classes, analyzing property data and investment performance, as well as preparing detailed reports, presentations, and financial models. Additionally, you will be involved in evaluating tokenized real estate opportunities, monitoring global investment trends with a focus on Web3 and fintech, and providing support to the investment and strategy teams in decision-making processes. To excel in this role, you should possess a strong interest in finance, investments, or real estate, along with excellent analytical and research skills. Proficiency in MS Excel, Google Sheets, and presentation tools is essential, as is the ability to interpret financial data and market trends. Effective written and verbal communication skills are a must, and you are expected to be present on-site at our Jaipur office throughout the internship duration. Ideal candidates will have a background in Finance, Economics, Business, or related fields, with knowledge of investment concepts, asset valuation, or financial modeling being advantageous. Familiarity with blockchain, Web3, or tokenization is considered a plus. To apply for this internship, please submit your updated resume and a brief introduction to jobs@easeassets.com with the subject line "Application for Investment Research Intern [Your Name]". This is an opportunity to gain valuable real-world experience in investment research while contributing to the future of real estate at EaseAssets, powered by Nooreva Technologies Private Limited. Please note that this position is on-site only at Bhamashah Techno Hub, Sansthan Path, Jhalana Gram, Malviya Nagar, Jaipur, Rajasthan 302017. The internship type is full-time and the duration ranges from 2 to 6 months. Join us in shaping the future of real estate with innovative investment solutions.,

As an Investment & Digital Marketing Executive at Bestvantage Investments, you will be responsible for managing investment portfolios, developing and executing investment strategies, analyzing market trends, and providing investment advice to clients. Additionally, you will be involved in digital marketing activities, including planning and executing online campaigns to attract potential clients and investors. Your role will be based in Mumbai and will require full-time on-site presence. You will work closely with banks, financial institutions, high-net-worth individuals (HNIs), non-banking financial companies (NBFCs), private equity players, and foreign institutional investors (FIIs) to provide capital at the lowest cost to clients. Your strong analytical skills will be essential for analyzing market trends and financial data to offer competitive financial solutions tailored to diverse client needs. To excel in this position, you should possess proficiency in Investments, Finance, and Investment Strategies. Your experience in Investment Management will be valuable in executing your responsibilities effectively. A solid understanding of digital marketing strategies and tools is necessary for planning and executing online marketing campaigns successfully. Excellent communication and interpersonal skills are key for building relationships with clients and collaborating effectively within the team. Your ability to work independently and as part of a team will contribute to the overall success of the organization. A Bachelors degree in Finance, Marketing, Business Administration, or a related field will be beneficial for this role. If you are looking for a challenging opportunity that combines investment management with digital marketing in a dynamic environment, this role at Bestvantage Investments is the perfect fit for you. Join us in providing innovative financial solutions to our clients and shaping the future of investments.,

As a Financial Consultant at our company located in Howrah, you will play a crucial role in delivering comprehensive financial planning, investment advice, and retirement planning services to our valued clients. Your responsibilities will include analyzing the financial status of clients, crafting customized financial plans, staying updated on market trends, and recommending appropriate financial products to meet their needs. Building and nurturing long-term relationships with clients and ensuring adherence to financial regulations will also be key aspects of your role. To excel in this position, you should bring a solid background in Financial Planning and Finance, coupled with a deep understanding of Investments and Retirement Planning. Strong analytical skills, excellent interpersonal abilities, and effective communication skills are essential for success in this role. You must be comfortable working both independently and as part of a collaborative team, demonstrating a high level of professionalism at all times. Ideally, you will hold a Bachelor's degree in Finance, Economics, or a related field. Possessing a certification in financial planning such as CFP or other relevant certifications will be advantageous. A thorough grasp of financial regulations and compliance requirements is crucial to ensure that our services uphold the highest standards. If you are passionate about helping clients achieve their financial goals, enjoy staying abreast of market developments, and possess the qualifications and skills mentioned above, we invite you to apply for this exciting opportunity to make a meaningful impact as a Financial Consultant.,

As a full-time Accountant at FIS, you will play a crucial role in ensuring the accurate delivery of accounting/investment related services for strategic clients. Your responsibilities will include transaction posting, asset and cash reconciliation, report generation, and resolving outstanding queries for the assigned client database. You will serve as the primary processing agent and maintain a positive and consistent relationship with clients to support problem resolution and ensure client retention. Working within the Investments BPaaS team, you will provide accounting and reconciliation services for Insurance companies in compliance with NAIC regulations. This will involve transaction posting, portfolio maintenance, cash and asset reconciliation, and report generation based on regulatory requirements or specific client needs. To excel in this role, you will need a Bachelor's degree in business with a focus on accounting, finance, or a related field, along with strong communication skills and the ability to analyze and solve problems effectively. Understanding of basic accounting concepts, investments, corporate actions, and securities instruments is essential. Prior banking or finance experience is preferred, and excellent customer service skills are a must. As a valued member of the FIS team, you will have the opportunity to learn, grow, and have a significant impact on your career. We offer an extensive Health Benefits Program, career mobility options, award-winning learning opportunities, an adaptable home-office work model, and the chance to collaborate with global teams and clients. Join us at FIS to advance the world of fintech and make a difference in the industry.,

You will be working as a Portfolio Manager in Moradabad on a full-time on-site basis. Your primary responsibilities will include managing and optimizing investment portfolios, analyzing financial data, conducting market research, making trading decisions, and regularly evaluating portfolio performance. Additionally, you will be involved in developing investment strategies, offering financial advice to clients, and ensuring adherence to financial regulations. To excel in this role, you should possess strong analytical skills and proficiency in finance, along with prior experience in portfolio management and investments. Knowledge and experience in trading are essential, as well as excellent decision-making and problem-solving abilities. Effective communication and interpersonal skills are crucial, and you should be capable of working both independently and as part of a team. Possessing relevant certifications such as CFA, CPA, or similar would be advantageous. A Bachelor's or Master's degree in Finance, Economics, Business, or a related field is required.,

The Portfolio Manager-Real Estate position in Mumbai with the Wealth Management Portfolio Management team involves overseeing lending services for the structured loan portfolio of the WM division, catering to High Net Worth / Ultra High Net Worth clients globally. The role focuses on managing a team to support the real estate lending portfolio, which includes residential and commercial real estate, as well as other collateral types like shares, art, and aircraft. The position requires ensuring high-quality assessment, monitoring, and maintenance of a diverse loan book with complex collateral types. The Team Lead will be responsible for managing an analyst and reporting team to support real estate analysis, valuation coordination, exposure reporting, and stress testing. The role also involves managing relationships with key global stakeholders, including Lenders, Credit Risk Management, auditors, and regulators. The candidate will report to the Head of PM Services Team in Mumbai. Key Responsibilities: - Hire, train, and oversee a team of Real Estate analysts - Ensure quality control of analytical output and surveillance reporting - Develop and maintain processes to support real estate collateral monitoring - Prepare timely information for management and regulatory requirements - Devise and maintain a structured training program for the Real Estate Intelligence Unit - Collaborate with IT stakeholders to improve system capabilities for Portfolio Management Skills and Experience: - Degree qualified with 7-10 years of experience in Real Estate finance - Expertise in Commercial Real Estate risk assessment and financing - Team leadership exposure in an analytical context - Experience in managing relationships with stakeholders - Strong understanding of credit portfolio management in a regulatory environment - Experience in service team build-out is advantageous The company offers a range of benefits including a comprehensive leave policy, parental leaves, childcare assistance benefit, sponsorship for relevant certifications, and insurance coverage. Training, coaching, and a culture of continuous learning are provided to support career development. The company promotes a positive, fair, and inclusive work environment where employees are empowered to excel together. For more information about Deutsche Bank Group, please visit their website: [Deutsche Bank](https://www.db.com/company/company.htm).,

As a SEBI-registered mutual fund distribution firm dedicated to assisting individuals and families in achieving their financial objectives, we prioritize a client-centric strategy by providing tailored investment solutions across various mutual fund schemes and financial products. By becoming a part of our expanding team, you will contribute to a reputable financial advisory network. Your primary responsibilities will include acquiring and managing clients for Financial Market Investments. This involves comprehending investor requirements and suggesting suitable mutual fund schemes, conducting regular portfolio assessments to ensure client engagement, and staying informed about industry trends, regulatory modifications, and product advancements. Additionally, you will aid clients in onboarding and executing transactions through both online and offline channels while adhering to SEBI and AMFI guidelines for documentation. To excel in this role, you should hold a certification as a Certified Mutual Fund Distributor with valid AMFI/NISM certification Series V-A. While freshers with a keen interest in financial services and client interaction are encouraged to apply, proficiency in Investment Management and Investments, strong analytical and problem-solving abilities, excellent interpersonal and communication skills, and the capacity to work autonomously or as part of a team are essential. A Bachelor's degree in Finance, Economics, Business, or a related field is required, and possessing a professional certification like CWM, CFP, or similar would be advantageous.,

You will be working as a Mutual Fund Representative at Urmison Wealth Solution in Ranchi. Your primary responsibility will be to manage and provide guidance to clients regarding mutual funds and other investment opportunities. Your daily tasks will include maintaining portfolios, delivering excellent customer service, and conducting detailed financial analysis to assist clients in making informed decisions. Building strong relationships with clients, understanding their financial objectives, and recommending suitable investment strategies will be key aspects of your role. To excel in this position, you should possess experience in Investments, Finance, and Mutual Funds. Strong interpersonal skills are essential to deliver exceptional customer service. Proficiency in Portfolio Management is required to effectively handle client portfolios. A Bachelor's degree in Finance, Business, or a related field is necessary. Excellent analytical and communication abilities are crucial for this role. The capacity to work both independently and collaboratively within a team is important. Holding professional certifications such as CFA or CFP would be advantageous. Moreover, proficiency in financial analysis software and tools is desirable for this position.,

As a Fund Manager / Professional Trader at our company located in Dhanbad, you will be responsible for managing investment portfolios, conducting financial analysis, and making informed decisions on investment strategies. Your day-to-day tasks will involve monitoring market trends, analyzing financial statements, evaluating investment opportunities, and trading equities. It is essential to maintain up-to-date knowledge of financial markets and collaborate closely with the investment team to optimize portfolio performance. To excel in this role, you should possess analytical skills to assess financial data and market trends, along with experience in Investments and Investment Management. A strong understanding of Finance principles and practices, as well as proficiency in managing and trading Equities, will be crucial. Excellent decision-making, problem-solving abilities, and strong risk management skills are essential for success. A Bachelor's degree in Finance, Economics, Business, or a related field is required for this position. Possessing relevant certifications such as CFA or equivalent will be considered a plus. The ability to work effectively in a team environment and previous experience in the financial industry are preferred qualifications for this role.,

You will be working as a full-time Financial Advisor at R&V Teleperformance Pvt Ltd, situated in Lucknow. Your primary responsibilities will include offering expert financial guidance to clients regarding financial planning, retirement planning, and investment management. You will be tasked with creating customized financial plans, conducting regular reviews of financial goals, keeping abreast of the latest trends and regulations in the financial industry, and meeting with clients to understand their financial objectives while presenting suitable options. To excel in this role, you should possess expertise in Financial Planning and Financial Advisory, proficiency in Investments and portfolio management, experience in Retirement Planning and designing retirement strategies, strong analytical abilities to evaluate financial markets, excellent communication skills, and interpersonal skills. You should be capable of working effectively under pressure, meeting deadlines, and holding relevant certifications like CFP (Certified Financial Planner) would be advantageous. A Bachelor's degree in Finance, Economics, Business Administration, or a related field is also required.,

This job is with HP, an inclusive employer and a member of myGwork the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Financial Analyst 1 Description - Job Summary This role is responsible for supporting financial management by analyzing, reporting, and reconciling financial and operational results, identifying and researching variances to plans, and providing recommendations to key stakeholders. The role engages in budgeting and forecasting processes while ensuring reporting compliance. The role supports priority projects and maintains strong relationships with internal stakeholders. Responsibilities Performs data extraction as well as diagnosis of financial drivers, and leverages analytics to make recommendations to key stakeholders. Conducts comprehensive financial analysis for specific functions or business units, addressing financial business issues and providing valuable analytics to support key business initiatives. Provides inputs for monthly review of expenses and capital for budgeting and forecasting process and analyzes variances with operational analytics and insight. Interprets financial reports, including forecasts, budgets, income statements, balance sheets and cash flow documents. Acquires a comprehensive understanding of the organization&aposs financial processes and gains proficient knowledge of the company&aposs operations and business. Supports business by closing the books, analyzing variances and trends, and developing financial forecasts that are consistent with the business objectives of the organization. Ensures compliance with reporting standards and corporate policies and the integrity of external and internal reporting. Applies foundational principles and contributes proactively to projects through research and data analysis support, providing regular updates on accomplishments and impediments. Supports priority projects with direction, maintaining relationships with internal stakeholders and sharing information via standardized reports. Education & Experience Recommended Four-year Degree in Business Administration, Economics, Finance, or any other related discipline or commensurate work experience or demonstrated competence. Typically has 0-2 years of work experience, preferably in financial management, internal audit, accounting, or a related field. Preferred Certifications Certified Public Accountant (CPA) Certified Financial Analyst (CFA) Knowledge & Skills Accounting Auditing Automation Corporate Finance Data Analysis Economics Finance Financial Analysis Financial Modeling Financial Planning Financial Services Financial Statements Generally Accepted Accounting Principles Internal Controls Investments Key Performance Indicators (KPIs) Process Improvement Profit And Loss (P&L) Management SAP Applications Variance Analysis Cross-Org Skills Effective Communication Results Orientation Learning Agility Digital Fluency Customer Centricity Impact & Scope Impacts own work and acts as a team member by providing information, analysis, and recommendations in support of team efforts. Complexity Learns to apply basic theories and concepts to work tasks. Disclaimer This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management. Job - Finance Schedule - Full time Shift - No shift premium (India) Travel - Relocation - Equal Opportunity Employer (EEO) - HP, Inc. provides equal employment opportunity to all employees and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, citizenship, sexual orientation, age, disability, or status as a protected veteran, marital status, familial status, physical or mental disability, medical condition, pregnancy, genetic predisposition or carrier status, uniformed service status, political affiliation or any other characteristic protected by applicable national, federal, state, and local law(s). Please be assured that you will not be subject to any adverse treatment if you choose to disclose the information requested. This information is provided voluntarily. The information obtained will be kept in strict confidence. If you&aposd like more information about HP&aposs EEO Policy or your EEO rights as an applicant under the law, please click here: Equal Employment Opportunity is the Law Equal Employment Opportunity is the Law - Supplement Show more Show less

As a Mutual Fund Sales professional at Money Lancer Investment Pvt Ltd., you will be responsible for engaging with clients to analyze their investment needs, providing guidance on mutual funds, communicating investment strategies, and facilitating investment transactions. With a robust portfolio exceeding 300 Crore rupees in Assets Under Management, Money Lancer is committed to financial excellence and offers diversified verticals across Mutual Funds, Insurance, Broking, Fixed Income, Property, Loans, and other allied products. To excel in this role, you should possess analytical skills, experience in Mutual Funds, excellent communication skills, and a Bachelor's degree in Finance, Economics, Business, or a related field. The ability to work collaboratively in a team environment is essential for success in this full-time on-site position based in Pune, Maharashtra. Join us at Money Lancer Investment Pvt Ltd. on a fantastic journey towards a prosperous financial future.,

Build and maintain strong client relationships in the banking sector Provide financial advisory and customized banking solutions Identify cross-selling and up-selling opportunities for banking products Assist clients in loan applications, investments, and account management Ensure compliance with banking regulations and risk assessments Achieve sales targets and enhance customer satisfaction

Your role will be part of a Treasury Capability team responsible for managing the APAC Treasury activities for various Global Corporate subsidiaries of Koch Industries Inc. You will support the Treasury Manager in overseeing day-to-day cash management and Treasury operations in India, within a dynamic environment focused on value creation. Your responsibilities will include managing cash, investments, and foreign exchange for business operations in India, with potential support for other regions. You will collaborate with Koch's bank group to select the optimal mix of cash management providers, FX desks, and investment desks. Enhancing controls throughout the process, building strong relationships with internal customers and external counterparties will also be essential aspects of your role. Furthermore, you will be responsible for the management and administration of electronic banking systems (EBS) and FX trading systems. Ensuring proper understanding of functionalities, working with Treasury and business teams to set up systems appropriately, maintaining segregation of duties and controls to mitigate fraud, and adhering to business needs and frameworks will be crucial. Managing and securely storing all documentation related to treasury activities and ensuring compliance with internal and external standards are also key responsibilities. You will need to respond to information requests from various Koch capabilities, ensure compliance with standards such as FATCA, RBI, KYC, FBAR, DPDP, and adhere to AML and policies globally. Supporting bank guarantee and L/C issuance per business requirements, ensuring policies and procedures comply with regulatory requirements, and addressing AML and KYC requests from banks are also part of your role. Leveraging Treasury technology like the treasury management system Kyriba and other tools to enhance efficiency and effectiveness in Treasury processes will be expected from you. In terms of qualifications, a Bachelor's degree in Accounting, Finance, or Economics is required. Proficiency in written and spoken English is essential. Additionally, proficiency in Microsoft Office products, knowledge of short-term investments, team player mentality with hands-on approach, strong analytical and entrepreneurial spirit, basic understanding of FX risk management, good organizational and time management skills, ability to work in deadline-driven environments, prioritize projects, and willingness to travel and interface with different cultures are considered advantageous. As an integral part of the Koch companies, you will be encouraged to challenge the status quo, find innovative ways to create value, and be rewarded for your contributions. The compensation for the role is an estimate based on available market data, with the actual amount subject to variation based on individual knowledge, skills, abilities, and geographic location. Koch Global Services (KGS), a Koch company, provides consulting and transactional services for Koch companies in various fields. The company's philosophy empowers employees to unleash their potential and create value for themselves and the organization.,

You will be joining Alpha Real Estate Advisory Group (AREAG) as an HNI Investment Advisor in Real Estate. In this full-time on-site role, your main responsibility will be to cater to the investment needs of high net-worth clients. You will be tasked with optimizing their real estate portfolios, overseeing transactions, and providing investment advice and financial planning services. Your role will also involve executing investment strategies to ensure that client objectives are met effectively. To excel in this position, you should possess a strong background in Financial Planning, Investments, and Investment Strategies. Your expertise in Finance and Customer Service will be crucial in building lasting relationships with clients. Additionally, you must have strong analytical and problem-solving skills to navigate the complexities of the real estate market successfully. Excellent communication and interpersonal skills are essential for effectively engaging with clients and collaborating within a team environment. Ideally, you will have prior experience in the real estate or financial services industry, equipping you with the necessary knowledge and insights to thrive in this role. A Bachelor's degree in Finance, Business, Economics, or a related field will further strengthen your qualifications and prepare you to deliver top-notch advisory services to high net-worth individuals.,

Company Description Tradebulls Securities (P) Limited is a leading broking house with over 2 lakh clients, 2000 business partners, and 1000 employees. Specializing in Equity, Currency, Commodity Trading, Derivatives, and Mutual Funds, Tradebulls offers a wide array of financial services including IPOs, Personal Loans, Insurance, Portfolio Management, Online Trading, and Depository Services. With one of the largest pools of research and advisory professionals, the company provides both fundamental and AI-based research reports to clients. Based in multiple major cities in India, Tradebulls aims to simplify trading and empower traders through educational initiatives like their MarketBloopers series. Their mission is to support every entrepreneur in achieving profitable wealth management and organic growth in their business. Role Description This is a full-time, on-site role for an Equity Advisor based in Mumbai. The Equity Advisor will be responsible for providing financial advice to clients, helping them make informed investment decisions, and managing client portfolios. Daily tasks include analyzing financial markets, researching investment opportunities, and offering exceptional customer service. The role also involves building and maintaining client relationships to drive sales and achieve financial goals. Qualifications Customer Service skills Expertise in Investments, Finance, and Portfolio Management Sales skills Excellent communication and interpersonal skills Ability to analyze financial markets and investment opportunities Bachelor&aposs degree in Finance, Business, or related field Previous experience in financial advisory or brokerage services is advantageous Show more Show less

We are looking for dynamic and self-motivated individuals to join our Financial Services Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Must be graduate + 0 to 5 years of experienced in Insurance/FD/MF Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the company's revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update sales data and reports. Travel within the assigned city and outskirts for client meetings. Eligibility Criteria: Education : Graduate/postgraduate0 months to 5 years experience in Insurance profile. Skills & Competencies : Basic knowledge of insurance products and sales techniques. Strong communication and negotiation skills. Ability to work independently and in a target-driven environment. Presentable and well-groomed appearance for client interactions. Additional Requirements : Candidates must be from the local area and have a strong understanding of the market.

We are looking for dynamic and self-motivated individuals to join our Financial Services Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Must be graduate + 0 to 5 years of experienced in Insurance/FD/MF Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the company's revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update sales data and reports. Travel within the assigned city and outskirts for client meetings. Eligibility Criteria: Education : Graduate/postgraduate0 months to 5 years experience in Insurance profile. Skills & Competencies : Basic knowledge of insurance products and sales techniques. Strong communication and negotiation skills. Ability to work independently and in a target-driven environment. Presentable and well-groomed appearance for client interactions. Additional Requirements : Candidates must be from the local area and have a strong understanding of the market.

We are looking for dynamic and self-motivated individuals to join our Financial Services Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Must be graduate + 0 to 5 years of experienced in Insurance/FD/MF Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the company's revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update sales data and reports. Travel within the assigned city and outskirts for client meetings. Eligibility Criteria: Education : Graduate/postgraduate0 months to 5 years experience in Insurance profile. Skills & Competencies : Basic knowledge of insurance products and sales techniques. Strong communication and negotiation skills. Ability to work independently and in a target-driven environment. Presentable and well-groomed appearance for client interactions. Additional Requirements : Candidates must be from the local area and have a strong understanding of the market.

Job Description: We are looking for dynamic and self-motivated individuals to join our Financial Services Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Must be graduate 0 to 5 years of experienced in Insurance/FD/MF Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the company's revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update sales data and reports. Travel within the assigned city and outskirts for client meetings. Eligibility Criteria: Education : MBA/ Graduates with minimum 1 year of experience Skills & Competencies : Basic knowledge of insurance products and sales techniques. Strong communication and negotiation skills. Ability to work independently and in a target-driven environment. Presentable and well-groomed appearance for client interactions. Additional Requirements : Candidates must be from the local area and have a strong understanding of the market.

As the General Manager - Account & Finance at our company located in Andheri, you will be responsible for overseeing the accounting, finance, and general management functions. You will be working for 5 days a week in the Jewellery, Gems, Silver, and Gold industry with a salary range of 30LPA to 35LPA. In the accounting domain, your key responsibilities will include preparing and presenting financial statements, budgets, and forecasts. You will ensure compliance with accounting standards and regulatory requirements. Additionally, you will analyze financial data to provide insights for business decisions, identifying opportunities for cost savings and process improvements. Within the finance realm, you will be involved in developing and implementing financial plans and strategies aligned with business objectives. Managing funding and investment activities will be crucial, ensuring the optimal utilization of financial resources. You will also play a pivotal role in identifying and mitigating financial risks and implementing risk management strategies. As part of your general management duties, you will lead and manage accounting and finance teams, providing guidance and development opportunities. Your strategic planning skills will be put to use in contributing to business strategic planning and ensuring alignment of accounting and finance functions. Stakeholder management is also vital, involving effective communication of financial information and nurturing relationships with auditors, bankers, and investors. If you are ready to take on this challenging yet rewarding role, please reach out to us at Indics Solution. Our HR Team can be contacted via email at praveen@indicssolution.com or phone at 8591744131. Regards, Indics Solution - HR Team,

As an Investment Associate, you will play a key role in supporting research, documentation, coordination, and overall investment outreach activities. This position is well-suited for early-career professionals who are enthusiastic about fundraising and investments. Your responsibilities will include researching funding institutions and potential investors, maintaining investor databases and engagement logs, assisting in the preparation of proposals, investment decks, and reports, following up on communication with leads and partners, as well as providing support in meetings, logistics, and documentation. To excel in this role, you should ideally possess 1-2 years of experience in finance or fundraising, hold a degree in Business, Economics, or a related field, and be proficient in Excel, PowerPoint, and email communication. Being organized, enthusiastic, and detail-oriented will be crucial for success in this position. This is a full-time, permanent role with a day shift and fixed schedule. Additionally, a performance bonus may be offered based on your contributions. The work location is in person, based in Calicut, Kerala. Join our team as an Investment Associate and contribute to our mission of driving impactful investments and fundraising efforts.,

You will be working as a Mutual Fund Specialist at Dot Media, located in Mumbai. Your role will involve analyzing, managing, and communicating financial information related to mutual funds and investments on a daily basis. Your primary responsibilities will include providing advice to clients on financial planning, investment planning, insurance, and other areas to help them achieve their financial goals. Additionally, you will be expected to prepare financial plans for clients, meet business targets, and focus on client retention goals. As a Mutual Fund Specialist, you will be required to answer client questions, address their concerns, regularly review their portfolios, and maintain continuous engagement with them. You will also be responsible for preparing and interpreting financial document summaries, investment performance reports, income projections, and tax implications for clients. It is essential to maintain regular communication with clients to stay updated on their financial status and to build and sustain your client base. To be eligible for this role, you should hold a Bachelor's degree in Finance, Business Administration, or a related field. Additionally, you should possess 1-3 years of experience in financial services or relationship management. Strong knowledge of financial instruments and markets is crucial for this position. The ideal candidate will have analytical skills, finance expertise, knowledge of mutual funds and investments, strong communication skills, and a background in the financial industry would be beneficial.,

As a Lifestyle Financial Planner at Attivo, you will have the opportunity to work with a privately owned company that prioritizes the best interests of its clients and employees. Our transparent, open, and honest approach fosters trust with clients and helps them gain financial confidence. Your role will involve providing high-quality tax and Lifestyle Financial Planning services to clients, building strong client relationships, and maximizing new business opportunities while retaining existing clients. You will represent Attivo as an ambassador, embodying the company's core values and behaviors. A key aspect of the role is managing an existing client bank, with most interactions being virtual. This role supports hybrid working, allowing you to work from the office, home, and travel to meet clients as needed. To excel in this role, you should have experience delivering financial advice, excellent interpersonal and communication skills, and the ability to manage client requests efficiently. Holding a Diploma in Regulated Financial Planning and working towards Chartered status are essential qualifications. Additionally, you should be well-organized, able to work under pressure, and committed to continuous professional development. Key responsibilities include conducting detailed reviews of clients" financial circumstances, ensuring compliance with regulatory requirements, and seeking opportunities for client growth. You will also be responsible for maintaining high-quality files, adhering to AML requirements, and delivering suitability reports promptly. Essential skills and experience for this role include a Diploma in Regulated Financial Planning, proven track record in providing high-quality service and advice, strong analytical and research skills, and the ability to work independently. Desirable skills may include holding the Advanced Diploma with the CII, Chartered status, and experience with Intelliflo. Attivo offers a competitive salary of up to 60,000, with additional benefits such as a non-contributory Pension Scheme, Private Medical Insurance, Income Protection, and more. We promote a positive work culture with family-friendly policies, flexible working arrangements, and a commitment to employee wellbeing. Attivo is an Equal Opportunities employer and is dedicated to providing a fair and accessible recruitment process. Please note that any offer of employment will be subject to pre-employment vetting as required by the Financial Conduct Authority. Recruitment agencies are kindly requested not to contact Attivo regarding job postings. For more information on our privacy policy for prospective employees, please visit our website.,

Market Mantra Chronicles is a leading finance company based in Mumbai and Jalgaon, offering expertise in investments, financial planning, mutual funds, stocks, and insurance solutions tailored to individual financial goals. With a diverse client base spanning major cities in India and globally, we provide personalized strategies to help clients achieve their financial aspirations. Our dedicated team is committed to guiding clients towards financial success. We are currently seeking a full-time Sales Executive for our Thane office in Mumbai. The Sales Executive will play a key role in identifying potential clients, managing client relationships, and driving sales of our financial products, which include investments, mutual funds, stocks, and insurance solutions. Responsibilities include conducting market research, meeting sales targets, and collaborating with the marketing and financial planning teams to deliver customized financial solutions to clients. The ideal candidate will have a proven track record in sales, specifically within the financial products and services sector. Strong communication and interpersonal skills are essential, along with the ability to conduct market research and analyze trends. Experience in client relationship management and a solid understanding of investments, mutual funds, stocks, and insurance solutions are required. A Bachelor's degree in Finance, Business Administration, or a related field is preferred. The ability to work independently and as part of a team, coupled with strong organizational and time management skills, are also important for success in this role. If you meet the qualifications and are interested in joining our dynamic team at Market Mantra Chronicles, please email us at pchaudhari257@gmail.com.,