253 Investments Jobs - Page 2

As a Financial Advisor, you will be responsible for providing expert financial guidance and investment advice to clients to help them achieve their short-term and long-term financial goals. Your role will involve analyzing client needs, recommending suitable financial products, and building trustworthy relationships. You will be expected to provide financial planning and advisory services, assess clients" financial situations and risk profiles, and recommend appropriate investment, insurance, tax-saving, and retirement plans. Educating clients on financial products, market trends, and opportunities will also be a key aspect of your responsibilities. Maintaining strong client relationships, e...

Job Description As a Wealth Manager at VCap Money, you will play a crucial role in providing comprehensive financial guidance and support to our diverse client base. Your primary responsibilities will include developing sound financial plans, managing investment portfolios, and offering insurance solutions to meet the unique needs of each client. By conducting regular reviews, you will ensure that clients" financial goals are being effectively pursued. To excel in this role, you must possess strong financial planning skills with a background in finance and investments. Your expertise in investment management and general investments will be instrumental in creating successful strategies for o...

As a member of our team at Kabia Investment Managers, you will be responsible for managing the service needs of our clients. Your primary duties will include working closely with mapped clients to ensure their service requirements are met efficiently and effectively. Additionally, you will be tasked with cross-selling a range of financial products such as insurance, investments, and loans to meet revenue targets on a monthly basis. Kabia Investment Managers is a comprehensive financial services firm that specializes in offering a wide array of services including investment management, insurance solutions, loan products, online trading platforms, wealth management services, mutual funds, and ...

This is a full-time on-site role for a Private Equity Analyst located in Gurgaon. As a Private Equity Analyst, you will be responsible for analyzing investment opportunities, building financial models, and conducting due diligence. Your primary tasks will include assisting in preparing investment proposals and reports, tracking performance, and providing analytical support to senior team members. It is essential to stay up-to-date with industry needs and financial markets to provide strategic recommendations. Qualifications: - CA/MBA/CFA - Minimum of 2 years of experience in Private Equity Investments Banking Due Diligence - Proficiency in presentation, financial modeling, and analytical ski...

Responsibilities: Build and Maintain pitch decks for Investor engagement and awareness Create a pipeline of investors across the globe for Indian as well as global operations Actively engage, reach out, and schedule meetings with qualified investors. Coordinate investor roadshows, conferences, and networking sessions Prepare monitoring systems for investor relations and reporting systems of investor communication. Monitor and address Investor queries and actively handle investor support lines with required resources in place. Liaise with Compliance and Financial officers to support every fund raising rounds. Track global VC/PE trends in Trading, Investments and Market Data Vendors space. Rep...

Key Responsibilities: Provide industry and functional advice and troubleshooting in the discovery workshop, design, implementation, testing, and production support of the Product solution for the client's business needs Present the Product solution to client users Support the deliverables of the Technical Consultants by providing business and functional guidance, review, testing, and validation of scripted solutions (reports, plugins, and interfaces) as directed by Product Manager Consult with client users to determine business requirements and work processes to be addressed by one or more areas of the Product solution Demonstrate deep knowledge in one or more areas of Treasury Management Sy...

Key Responsibilities: Provide industry and functional advice and troubleshooting in the discovery workshop, design, implementation, testing, and production support of the Product solution for the client s business needs. Present the Product solution to client users. Support the deliverables of the Technical Consultants by providing business and functional guidance, review, testing, and validation of scripted solutions (reports, plugins, and interfaces) as directed by Product Manager Consult with client users to determine business requirements and work processes to be addressed by one or more areas of the Product solution. Demonstrate deep knowledge in one or more areas of Treasury Management...

Key Responsibilities: Provide industry and functional advice and troubleshooting in the discovery workshop, design, implementation, testing, and production support of the Product solution for the client s business needs. Present the Product solution to client users. Support the deliverables of the Technical Consultants by providing business and functional guidance, review, testing, and validation of scripted solutions (reports, plugins, and interfaces) as directed by Product Manager Consult with client users to determine business requirements and work processes to be addressed by one or more areas of the Product solution. Demonstrate deep knowledge in one or more areas of Treasury Management...

As a Financial Advisor at TRUE PATH FINANCIAL SOLUTION, you will be responsible for financial planning, retirement planning, providing financial advisory services, and managing investments. This full-time hybrid role based in Vadodara offers the flexibility of some work from home. To excel in this role, you should possess financial planning and finance skills, expertise in retirement planning and investments, as well as experience in providing financial advisory services. Additionally, basic English proficiency and a minimum qualification of passing 12th grade are required. If you are passionate about helping individuals secure their financial future and thrive in a dynamic environment, we w...

We are Hiring for Bancassurance Manager ( Lead Provided From Bank) Eligibility- Graduation 1 -Lead Provided from Banks 2- Implementing sales and marketing activities within a branch Min 1 year Experience in sales Contact 09340458060 No charges

We are looking for a dedicated and knowledgeable Branch Manager to take charge of overseeing and managing branch operations. Your primary responsibilities will include supervising the daily activities of the branch, fostering business expansion, maintaining operational efficiency, and ensuring adherence to regulatory requirements. Your role will encompass managing loans, investments, customer service, team leadership, and compliance to enhance the branch's financial performance. This is a full-time position with a day shift schedule. The work location is on-site to ensure effective communication and collaboration with the branch team.,

The position of Private Banker at Deutsche Bank in Chennai involves being part of the Branch Banking team which caters to a diverse range of clients through various channels such as Personal Banking, Private Banking, and Business Banking. The main focus of this role is to maintain and strengthen relationships with Private Banking clients by offering top-notch services for their banking, investment, risk, and lending needs. As a Private Banker, you will be responsible for acquiring B2C clientele and expanding the portfolio. This individual contributor role entails working closely with the Head Relationship Manager to execute successful micro-events for client acquisition, acquiring new accoun...

As a Product Strategist in the Investment Product Strategy team based in Gurgaon, Haryana, your primary responsibility will be to analyze and develop strategies for investment products. You will play a crucial role in identifying market trends, assessing competitive landscapes, and working closely with the team to drive product innovation and growth. Key responsibilities: - Conduct research and analysis to understand market dynamics and identify opportunities for new investment products. - Collaborate with cross-functional teams to develop and implement product strategies that align with business goals. - Monitor and evaluate the performance of existing investment products, making recommenda...

As a Wealth Manager/Relationship Manager at IntelliInvest, you will play a key role in developing and managing client relationships to provide tailored financial advice and oversee investment strategies. Your responsibilities will include ensuring that clients meet their financial objectives by leveraging your expertise in financial planning, investment management, and insurance. You will be part of a dynamic team that utilizes advanced technology and data analytics to empower clients with robust, data-backed strategies for long-term wealth creation. Your excellent analytical and problem-solving abilities will be crucial in performing market analysis and creating customized solutions for cli...

As a Finance/Investment Analyst Fresher, you have the exciting opportunity to kickstart your career in the dynamic field of finance and investments. If you are a passionate and driven individual who is enthusiastic about exploring the world of financial services, this entry-level role is perfect for you. We are looking for 2024 pass-outs who have a strong interest in finance, capital markets, or investment banking. Your main responsibilities will include analyzing financial markets, investment products, and market trends, as well as supporting senior analysts in preparing research reports, presentations, and client insights. You will also be involved in data management, financial modeling ta...

You are an experienced and skilled Personal Finance Content Writer who will be responsible for creating engaging and informative content related to personal finance topics such as budgeting, investments, insurance, and financial planning. Your primary focus will be on developing original content including articles, blog posts, and social media posts that empower individuals to make informed financial decisions. It is crucial to ensure all content is SEO-optimized for increased visibility and engagement. You will be required to conduct in-depth research on current trends in personal finance and analyze market data to produce insightful pieces. Collaboration with the editorial team is essentia...

You will be responsible for developing and implementing comprehensive financial risk management strategies aligned with Daimler Truck Group standards for the India & APAC region. Your role will involve planning and executing funding, investments, and FX transactions, as well as devising strategies to manage financial risks such as interest rate risk, liquidity risk, and FX risk effectively, including Asset and Liability Management (ALM) management. It is essential to stay updated on market trends and developments to make informed decisions. You will support capital market requirements for business partners to optimize interest results and ensure infrastructure readiness encompassing system, ...

You will be joining a dynamic team at GDFS Group, a leading financial services company that has been at the forefront since its inception in 2008. As the Head of Wealth Management, your primary responsibility will be to oversee client relationships, formulate investment strategies, manage financial planning, and curate investment portfolios for our esteemed HNI and Ultra HNI clientele. Your role will require you to uphold the highest standards of service delivery while working closely with a dedicated team to provide tailored financial solutions that meet the specific needs of each client. To excel in this position, you should possess advanced skills in Business Relationship Management, Clie...

The role of Wealth Manager at Wallet Finserv in Guwahati involves full-time on-site responsibilities related to financial planning, investment management, overseeing investments, and handling finance matters for clients. The ideal candidate should possess skills in financial planning and investment management, along with experience in Investments, Finance, Insurance, and Mutual funds. Strong analytical and problem-solving abilities are essential, along with excellent interpersonal and communication skills.,

You are a self-motivated and result-driven individual with a strong leadership quality of delegation. As a Wealth Manager in the Banking industry, your role will involve tasks related to financial planning, investment management, investments, finance, and insurance. This full-time on-site position is located in Delhi and requires expertise in Wealth Management, Ultra HNI, Relationship Management, Private Wealth, and Portfolio Management. To excel in this role, you must possess a PG/Master's degree in Finance, Economics, or a related field. Your qualifications should include financial planning and investment management skills, experience in investments and finance, knowledge of insurance prac...

You will be working as a full-time on-site Workday Financial Consultant at Zeero, situated in the Greater Bengaluru Area. Your primary responsibilities will include handling financial planning, investments, finance, analytical skills, and retirement planning on a daily basis. To excel in this role, you must possess expertise in financial planning, investments, and finance, along with strong analytical skills. Additionally, experience in retirement planning, certification as a Workday Financial Consultant, and a background in implementing Workday Financial systems are essential qualifications. Your problem-solving abilities and communication skills will play a crucial role in your success in ...

The job is located in Mumbai. As a part of this role, you will be expected to meet monthly goals and targets based on the Key Result Areas (KRA) defined for the position. You will be responsible for developing new and nurturing existing relationships with clients. It is essential to maintain a good level of knowledge about the company's systems and the regulatory environment. Your focus will be on business development across assets and fees to sustain and achieve growth in relationship value and revenues. The ideal candidate should have a minimum of 2 years of experience in investments, particularly in mutual funds or equity, with banks or brokers. A Master of Business Administration (MBA) d...

You will be a crucial part of the Bigul.co team, dedicated to empowering investors and traders by equipping them with the necessary tools for success. The belief at Bigul.co is that there exists a perfect strategy for every individual, and with the right stocks and tools, anyone can emerge victorious in the trading game. The core mission is to offer essential resources and valuable insights to assist individuals in accomplishing their trading and investment objectives. As an Equity Dealer Head, your primary responsibility will be to manage the day-to-day trading operations, devise and execute trading strategies, monitor stock market trends, and make well-informed investment decisions. This p...

You will be joining a prestigious financial advisory firm, Right Horizons, as a Wealth Manager based in Coimbatore. Right Horizons has a strong presence in major cities like Bangalore, Mumbai, New Delhi, Chennai, and Pune, with over 19 years of experience managing assets worth more than Rs 2500 crore. The firm is dedicated to meeting various personal finance requirements, taking into account taxation implications and optimizing investments. As a Wealth Manager, your primary responsibility will be to offer financial planning services, manage investments, and deliver holistic financial guidance to clients. Your daily tasks will involve handling client portfolios, recognizing viable investment ...

As a Senior Wealth Manager at InCred Premier, you will play a crucial role in assisting affluent clients across India in attaining financial freedom. Your primary responsibilities will include engaging in financial planning, investment management, and insurance activities to support clients in securing their financial future and realizing their unique goals. To excel in this role, you should possess a strong foundation in financial planning and investment management, along with hands-on experience in investments and finance. Knowledge of insurance products will be essential to provide comprehensive financial solutions to clients. Possessing certifications such as CFP, CFA, or an MBA in Finan...