426 Investments Jobs - Page 2

You will be working as a key member of the Fund Operations team based in New Delhi, India. Your role will involve handling various fund administration activities such as investments, exits, drawdowns, distributions, carry workings, LCs, and Guarantees. You should have a strong background in finance and accounts with a relevant qualification. **Key Responsibilities:** - Responsible for handling investments, exits, and ensuring cash management and Bridge availability. - Prepare timely and accurate Drawdown workings and Distribution analysis for key stakeholders. - Generate drawdown distribution notices based on approved workings. - Understand the Partnership Agreement, prepare management fee, ...

Role Overview As a Product Management Intern at 1Fi, you will gain hands-on experience in building and scaling an innovative fintech product. Working closely with the founding team, you will be responsible for defining product features, analyzing user insights, and contributing to the product roadmap. This unique opportunity will provide you with deep exposure to fintech, investments, and lending, while allowing you to learn from experienced product and business leaders. Key Responsibilities - Assist in product research, competitive analysis, and user insights to enhance 1Fi's offerings. - Collaborate with engineering, design, and business teams to transform ideas into product features. - Ai...

As a Real Estates Investment professional at NoBroker.com, your role will involve assessing and managing real estate investments, conducting due diligence, performing analytical tasks, and enhancing investment strategies in Bengaluru. You will work closely with team members to contribute to the growth and success of the company by leveraging your expertise in the real estate market and investment processes. Key Responsibilities: - Assess and manage real estate investments effectively - Conduct due diligence on potential investment projects - Perform analytical tasks to support investment decisions - Collaborate with team members to enhance investment strategies - Stay updated on real estate ...

Role Overview: As a Treasury Analyst - Resource Modelling, ALM and Private Sector at the International Fund for Agricultural Development (IFAD) in Rome, Italy, you will be responsible for conducting in-depth financial analysis to assess IFAD's financial sustainability, monitor balance sheet risks, prepare financial reports on liquidity, ALM, and investments in compliance with IFAD's financial regulations and policies. Key Responsibilities: - Conduct in-depth financial analysis to assess IFAD's financial sustainability - Monitor and analyze balance sheet risks - Prepare periodic financial reports and dashboards on liquidity, ALM, and investments - Ensure compliance with IFAD's financial regul...

Job Description: As a Wealth Relationship Manager (RM) or Premium RM, your role involves managing the wealth and investments of High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI). You will be responsible for providing personalized financial advice and services to help clients optimize their investment portfolios and achieve their financial goals. Key Responsibilities: - Build and maintain strong relationships with HNI and UHNI clients to understand their financial needs and objectives - Develop customized investment strategies and financial plans based on clients" risk tolerance, investment preferences, and financial goals - Monitor and review clients" investment po...

As a Senior Account Manager at Western India Electromedical Systems Pvt. Ltd., based in Pune, you will be an integral part of our team in Pimpri-Chinchwad. With 7 to 10 years of relevant experience at a senior level, you will play a key role in strategic planning and account management within our dynamic engineering environment. **Key Responsibilities:** - Lead account management activities to maintain long-term client relationships and drive business growth. - Develop and implement strategic plans aligned with company goals. - Analyze financial data to generate business insights. - Coordinate with internal teams for seamless service delivery and client satisfaction. - Oversee the preparatio...

Job Description: UK-Based Paraplanner Job Title: Paraplanner Location: Bangalore/Chennai/Hyderabad Employment Type: Full-Time About the Role: We are seeking a detail-oriented and experienced Paraplanner to support our financial advisers in delivering exceptional financial planning and advice to clients. As a Paraplanner, you will play a key role in preparing comprehensive financial plans, conducting in-depth research, and ensuring compliance with UK financial regulations. Key Responsibilities: Preparation of Financial Plans: Assist advisers in preparation of suitability reports and annual review letters for clients. Prepare reports and recommendations covering areas such as pensions, investm...

Role Overview: As an Investment Manager in Patna, your primary responsibility will be to develop and manage investment strategies, analyze financial data, and identify investment opportunities. You will also be required to manage investment portfolios, prepare detailed investment reports, provide strategic financial advice to clients, and ensure compliance with financial regulations. Key Responsibilities: - Develop and manage investment strategies - Manage investment portfolios - Analyze financial data - Identify investment opportunities - Prepare detailed investment reports - Provide strategic financial advice to clients - Ensure compliance with financial regulations Qualifications Required...

As a Senior Wealth Manager at Nuvama Wealth in Gwalior, your role will involve handling financial planning, investment management, investments, finance, and insurance to ensure the optimal management of clients" wealth and financial portfolios. Key Responsibilities: - Demonstrating B2B Business Strategic Knowledge & command on Franchise channel or IFA & MFD - Utilizing Financial Planning and Investment Management skills effectively - Applying experience in Investments and Finance to benefit clients - Understanding and applying Insurance principles - Utilizing excellent analytical and problem-solving skills - Demonstrating strong communication and interpersonal skills - Working effectively in...

Job Description As an Investment Manager at BPlan Advisors Pvt Ltd located in Raipur, your role will involve managing investments, analyzing investment opportunities, developing investment strategies, and overseeing the financial aspects of the business on a day-to-day basis. Key Responsibilities - Manage investments effectively - Analyze investment opportunities - Develop and implement investment strategies - Oversee financial aspects of the business Qualifications - Possess Investment Management and Investments skills - Demonstrate strong Analytical Skills and Investment Strategies - Have Finance knowledge and experience - Exhibit a strong understanding of financial markets and investment ...

Role Overview: As a Securities & Derivatives Rep 5, you will be responsible for processing orders and transactions from trading desks and branch offices, working closely with the Operations - Transaction Services team. Your main objective will be to assist in the clearance, settlement, and investigation of client securities and derivatives transactions. Key Responsibilities: - Identify and implement process improvements in securities and derivatives settlement using data analysis tools and methodologies. - Prior experience in Income/Corp Action processing or Capital Market related to Securities/Investment Banking is preferred. You must have knowledge about Dividends/Interest in the Investmen...

As a Financial Sales Consultant at Geojit, your role will involve handling day-to-day tasks related to financial planning, investments, finance, analytical skills, and retirement planning. Your primary responsibility will be to assist clients in achieving their financial goals through a range of investment solutions offered by the company. Key Responsibilities: - Provide financial planning advice to clients - Analyze investment opportunities and recommend suitable options - Assist clients in retirement planning - Utilize strong analytical skills to assess financial data - Maintain strong communication and interpersonal skills to interact effectively with clients Qualifications Required: - Pr...

Key Responsibilities Sales and service objectives Maximize sales performance to achieve given revenue targets of the branch and zone through liability products [Current /Savings /Term deposits], wealth management products and asset related products (secured, unsecured) Ensure effective Relationship Management by monitoring the movement of the top customers of the branch, devise and implement a customer acquisition and retention programme. Improve product per customer holding. Device strategies to counter competition and maximize market share in the Catchment area of the branch, by below the line activities and promotions. Provide support for new product launches, and champion new sales initi...

As a Division CFO at Akava Luxurious, a premium manufacturing unit specializing in high-quality fashion accessories, your role will involve managing financial planning, overseeing financial statement preparation, and analyzing financial reports. You will be responsible for identifying and securing funding opportunities, liaising with investors, and developing strategies to enhance financial performance. Your expertise in Financial Planning, Finance, and Pitch Deck Preparation will be crucial in maintaining the financial health of the division and contributing to long-term financial goals. Key Responsibilities: - Manage financial planning and oversee financial statement preparation - Analyze ...

As an Individual Portfolio Manager - Sales at Rudram Realty, located in Gurgaon, your role involves analyzing financial data, managing investment portfolios, and executing trades to maximize returns for clients. Key Responsibilities: - Analyze financial data to make informed investment decisions - Manage investment portfolios to ensure growth and diversification - Execute trades effectively to achieve desired outcomes for clients Qualifications Required: - Possess strong analytical skills and finance expertise - Have experience in Portfolio Management and Investments - Knowledge of trading practices is essential - Excellent communication and interpersonal skills - Hold a Bachelor's degree in...

Role Overview: As a Transaction Processing Executive/Officer at Mphasis, EON Kharadi Infrastructure Pvt. Ltd.SEZ in Pune, your role will involve processing transactions related to the US stock market and capital market. You are expected to have a good understanding of financial concepts, investments, calculations, and accounting methods. Your analytical skills, quick learning ability, and enthusiasm to acquire new knowledge will be key to excelling in this role. Accuracy is paramount in your work as errors could have financial implications for clients and their customers. You will be required to work in strict US shift hours, including late evening or night shifts, and should be prepared for...

Job Description: Role Overview: You will be working full-time on-site as an Investment Banking professional in Chennai. Your responsibilities will include financial modeling, conducting due diligence, analyzing investments, and managing finance operations. Key Responsibilities: - Utilize your analytical skills and financial modeling expertise to support investment banking activities - Gain experience in finance and investments by working on various projects - Demonstrate a strong understanding of due diligence processes - Hold a Bachelor's degree in Finance, Economics, Business Administration, or a related field - Possessing professional certifications like CFA or CPA will be advantageous Qu...

Role Overview: As an Equity Advisor at Birmon Finacc, located in Ahmedabad, you will be responsible for providing expert financial advice, managing investment portfolios, and assisting clients with their investment strategies. Your day-to-day tasks will include client consultations, investment analysis, preparing financial plans, and executing trades. Additionally, you will play a key role in maintaining customer relationships and driving sales to achieve company targets. Key Responsibilities: - Provide expert financial advice to clients - Manage investment portfolios effectively - Assist clients in developing and implementing investment strategies - Conduct investment analysis to identify o...

Role Overview: As an Assistant/Associate Finance at DBS Global University, your role will involve teaching undergraduate and postgraduate courses in areas such as Corporate Finance, FINTECH, Financial Consulting, Banking, and Investments. You will be responsible for developing and updating the curriculum to align with current industry practices, engaging in high-quality research, supervising student projects, and participating in departmental activities. Your contribution towards building industry partnerships and collaborating with external stakeholders will be crucial in delivering cutting-edge education and impactful research. Key Responsibilities: - Teach undergraduate and/or postgraduat...

You'll be advising clients on investments, building and managing their portfolios, and helping them make smart financial decisions. This is a client-facing role for someone who is comfortable with sales and long-term relationship building. Key Responsibilities Prospect, acquire, and onboard clients Understand client goals and recommend suitable investment products Maintain long-term client relationships Guide clients on mutual funds, insurance, and other investment avenues Ensure compliance with regulatory guidelines Who we are looking for Someone who enjoys sales and interaction with people Prior experience in investments / banking / mutual funds / insurance Working knowledge of financial p...

Role Overview: As a Product Manager at Addepar, you will be responsible for overseeing Addepar's Android application, which provides crucial financial insights to investors. You will play a vital role in translating high-level business problems into clear product requirements and collaborating with cross-functional teams to drive impactful initiatives independently. Key Responsibilities: - Translate high-level business problems into clear product requirements with well-documented user stories and acceptance criteria - Possess a deep understanding of the product in terms of users, business value, technical landscape, data, vendors, and its relation to other areas of the Addepar system - Build...

Role Overview: You will be responsible for effectively managing day-to-day operational and technology risk management and requirements across business functions. Your experience in treasury, financial markets, Financial Markets Operations, or Market Risk will be crucial for this role, with a preference for associated experience in Treasury risk management, liquidity management, and investments. It is essential to have a minimum of 8 years of experience in treasury functions within multinational banks or financial institutions. Holding advanced certifications such as FRM, MBA, or specialized training in treasury management will be advantageous. You will play a key role in developing talent wi...

Regional Head- Stock Broking & Investment Products, B2B IFA, Franchisee & Partner Alliances 1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sale...

Role Overview: You will be a full-time on-site Insurance Financial Advisor located in Durgapur. Your primary responsibilities will include providing financial planning and retirement planning advice, assessing clients" insurance needs, recommending suitable insurance products, advising on investments, and developing strategies to meet clients" financial goals. You will also be expected to build and maintain client relationships, conduct financial assessments, and stay updated on the latest financial and insurance products. Key Responsibilities: - Provide financial planning and retirement planning advice - Assess clients" insurance needs and recommend suitable insurance products - Advise on i...

Role Overview: Branch Banking at Deutsche Bank is the liability business catering to a wide variety of population through distinct channels like Personal Banking, Private Banking, and Business Banking in 17 locations across India. The primary objective is to nurture Private Banking Clients & Relationships by providing a world-class experience for their Banking, Investments, Risk & Lending requirements. Key Responsibilities: - Acquire B2C clientele & build portfolio - Execute successful micro-events for acquisition of new clients - Ensure consistent growth of Investment AUM & CASA portfolio - Ensure all business happens strictly within compliance guidelines - Deliver top-class service to clie...