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5.0 - 9.0 years

0 Lacs

kolkata, west bengal

On-site

As a Private Banker/Partner at IDFC FIRST Bank in the North & East region, you will have the exciting opportunity to manage and grow a portfolio of high net worth clients by providing them with personalized banking and wealth management solutions. You will play a crucial role in understanding clients" financial goals and tailoring customized solutions to meet their needs. Your key responsibilities will include developing and maintaining relationships with high net worth clients, cross-selling various banking products and services such as loans, investments, and insurance, and acting as a trusted advisor by providing regular updates on market trends and investment opportunities. Collaboration with internal teams to ensure seamless service delivery and meeting sales targets are also essential aspects of this role. To qualify for this position, you should have a Bachelor's degree in Finance, Business Administration, or a related field, along with a minimum of 5 years of experience in private banking or wealth management. A proven track record of managing and growing a portfolio of high net worth clients, in-depth knowledge of banking products and services, excellent communication and interpersonal skills, as well as strong sales and relationship management abilities are required. Proficiency in MS Office and CRM software is also necessary. Preferred qualifications include CFP or CFA certification, knowledge of local market and industry trends in the North & East region, willingness to travel within the region as needed, and fluency in local languages. If you are a results-oriented individual with a passion for delivering exceptional service to high net worth clients, we invite you to apply for this opportunity at IDFC FIRST Bank. Competitive salary, attractive benefits, and opportunities for career growth await you as we strive to be the preferred banking partner for clients in the North & East region.,

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10.0 - 14.0 years

0 Lacs

maharashtra

On-site

As a Treasury Operations Specialist, you are expected to demonstrate in-depth knowledge of treasury products, processes, and systems. You should have a robust understanding of various treasury products, including Foreign Exchange (FX), Investments, and Derivatives. This includes familiarity with FX contract types such as spot, forward contracts, swaps, and options. You should also be well-versed in managing treasury processes like cash flow forecasting, liquidity management, and settlement mechanisms. Your expertise should extend to handling Foreign Exchange Contracts, including a solid grasp of regulatory requirements and risk management practices associated with forex contracts. You should have hands-on experience in pricing, hedging strategies, and the execution of FX transactions. In addition, you are expected to have experience with Investments and Derivatives, including assessing investment portfolios, market trends, and risk profiles. This involves handling interest rate derivatives, commodity derivatives, or other financial instruments while ensuring compliance with international financial reporting standards and hedge accounting practices. Furthermore, you should possess Treasury Back/Mid-Office expertise, encompassing responsibilities such as handling confirmations, settlements, reconciliations, and accounting of treasury transactions in the Back Office. In the Mid Office, you should be adept at monitoring risk, P&L reporting, trade validation, and ensuring compliance with internal and regulatory controls. Your role also involves staying updated on regulatory circulars and compliance requirements related to treasury operations. You should be able to interpret and implement changes from treasury-related regulatory circulars to ensure seamless audit and compliance. Preferred qualifications for this position include knowledge of Trade Products, experience in a leadership role, familiarity with the Murex Treasury Platform, and additional knowledge in Trade & Branch Operations. An ideal candidate for this role is a seasoned professional with 10+ years of experience in treasury operations, specializing in back/mid-office functions. You should have extensive exposure to domestic markets, leadership experience in managing cross-functional teams, strong analytical and problem-solving skills, technical expertise in treasury management software, and knowledge of trade-related tools.,

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5.0 - 9.0 years

0 Lacs

jaipur, rajasthan

On-site

You are a fast growing real estate and construction projects company, currently seeking a senior Sales Manager for your new upcoming hospitality project in Jaipur. As the Relationship Manager- Investments/Wealth Management, you will be the key interface with potential investors, responsible for acquiring and managing High Net Worth relationships. Your role involves delivering top-notch services, establishing strong connections, and designing tailored investment plans. To excel in this position, you should have prior experience in Private banking, wealth management, Real Estate, luxury hospitality, or SLB based companies. You must be adept at handling clients with a minimum investment capacity of 1 Crore and above, providing advice across various asset classes. Candidates with a solid track record in their current and previous roles are preferred. Your primary responsibilities will include bringing in existing clients, cultivating client relationships, and generating investments from preferred clients. You will advise on strategic project-based Investments, keep abreast of market trends, and collaborate internally for investment decisions. Organizing client events, presentations, and business development activities will also be part of your role. Key skills required for this role include active learning and listening, administration, real estate and investment expertise, problem-solving, computer proficiency, numerical skills, critical thinking, excellent communication in English and Hindi, negotiation abilities, service orientation, speech clarity, and time management. The salary and benefits offered for this position are competitive and among the best in the industry. If you are interested in this exciting opportunity, please apply in confidence to hr@superinfra.co.in.,

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2.0 - 6.0 years

0 Lacs

haryana

On-site

You will be working as a Wealth Manager - Real Estate Sales at myfollo.com, a technology brand of Valion P.R.E.F.O. that aims to revolutionize the Real Estate Advisory and Transactions business through its "Aggregate, Control & Transact" model. With a decade of experience, Valion P.R.E.F.O. has established itself as a trusted partner to numerous companies and families in India and Singapore. As a Wealth Manager, your responsibilities will include financial planning, investment management, and overseeing real estate transactions. Your daily tasks will involve interacting with clients to comprehend their financial objectives, providing guidance on investment strategies, conducting financial analysis, and efficiently managing property transactions. Additionally, you will be responsible for educating clients on insurance options and ensuring that their financial portfolio aligns with their long-term goals. To excel in this role, you should possess skills in Financial Planning, Finance, and Insurance, along with expertise in Investment Management and an in-depth understanding of real estate markets and property management. Strong customer service and relationship management abilities are crucial, along with exceptional written and verbal communication skills. The role requires you to work autonomously and take a proactive approach in engaging with clients. Prior experience in real estate sales or related fields would be advantageous. A Bachelor's degree in Finance, Business Administration, or a related field is required.,

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3.0 - 7.0 years

0 Lacs

surat, gujarat

On-site

As a Relationship Manager at a Leading Pvt Bank in Gujarat, your primary responsibility will be to increase the Liability book and Investment AUM portfolio size by deepening existing relationships and acquiring new clients. You will be expected to generate revenue through cross-selling business banking and wealth products such as Trade Forex, Insurance, Investments, and Retail Assets. Acquiring Potential Insignia Clients and managing both business and individual (resident and NRI) clients will be key aspects of your role. To ensure client satisfaction and retention, you will need to focus on increasing product penetration, creating exit barriers, and cross-selling multiple products to each client. Regular portfolio allocations, reviews, and financial check-ups for clients are essential to provide tailored wealth management and business banking solutions in collaboration with product specialists. Working closely with Client Experience Managers will be necessary to deliver superior service to clients. Adherence to compliance processes and guidelines is crucial in this role to maintain the quality of documentation and reduce rejection rates. Ensuring 360-degree client engagement and total client ownership are vital for building strong, long-lasting relationships. Your willingness to work from office locations in Vadodara, Ahmedabad, and Surat may be required. If you find this role suitable, please send your CV along with details of your current salary (fixed + variable), expected CTC, current employer (if applicable), current location, notice period, total years of experience in the HNI portfolio, and availability for a face-to-face interview. Best regards, Varsha Phenom Placement Email: Varsha@phenomplacements.in,

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2.0 - 6.0 years

0 Lacs

maharashtra

On-site

The responsibilities for this role include transaction processing and settlement of investments in Bonds, Commercial Paper, and Certificate of Deposits. You will also be involved in regulatory reporting, MIS preparation, and submissions for borrowing, lending, and investments. Additionally, you will verify and settle equity trades, track dividends, and handle accounting tasks. Processing and settling PTC and SR transactions will also be part of your duties. You will be responsible for timely reporting of various MIS to internal stakeholders and tracking funds flow to RTGS teams. The role also involves processing, settlement, and documentation of borrowing and lending trades such as Refinance, IBPC, RIDF Deposits, and BRDS. Furthermore, you will handle equity processing tasks including IPO and secondary market transactions.,

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2.0 - 6.0 years

0 Lacs

bhopal, madhya pradesh

On-site

You will be joining SMC Global Securities Ltd., an investment banking company based in New Delhi, India, renowned for its comprehensive financial services. At SMC Global, we focus on providing our clients with various investment and trading options while prioritizing the development of trusted relationships and offering innovative solutions in the financial sector. As an Equity Dealer in Bhopal, your role will be full-time and based on-site. Your primary responsibilities will include executing trades on behalf of clients, monitoring stock market trends, and managing client portfolios. Additionally, you will be expected to offer market insights, analyze investment opportunities, and ensure compliance with trading regulations. Collaboration with the research and sales teams is crucial to deliver optimal investment strategies to our clients effectively. To excel in this role, you should possess experience in the stock market and trading, a solid understanding of equities and investments, and a strong grasp of finance principles. Excellent analytical and problem-solving skills are essential, along with effective communication and customer service abilities. Being able to thrive in a team-oriented environment is key, and a bachelor's degree in Finance, Economics, or a related field is required. Possessing relevant certifications such as NISM or CFA would be considered a valuable asset. If you are passionate about the financial industry, enjoy analyzing market trends, and are committed to delivering exceptional service to clients while ensuring compliance and optimal investment strategies, we welcome your application for the Equity Dealer position at SMC Global Securities Ltd.,

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0.0 - 5.0 years

2 - 2 Lacs

Indore, Gurugram

Work from Office

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.

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5.0 - 9.0 years

0 Lacs

karnataka

On-site

This is a full-time on-site role for a Fund Manager at BMG Capital LLP, located in Bengaluru. As the Fund Manager, you will be responsible for various key aspects of fund management including fundraising, investment management, portfolio & risk oversight, investor relations, compliance & reporting. In terms of fundraising, you will be required to raise capital from High Net Worth Individuals (HNIs), family offices, and institutions. This will involve conducting investor meetings, due diligence, and onboarding processes to ensure successful capital acquisition. Regarding investment management, your role will involve defining and executing the fund's investment strategy. You will need to source, evaluate, and close deals that are aligned with the fund's goals and objectives. For portfolio & risk oversight, you will be responsible for monitoring portfolio performance and managing risk effectively. It will also be crucial to ensure compliance with investment guidelines to safeguard the fund's interests. In the realm of investor relations, you will need to provide regular updates on fund performance and distributions to stakeholders. Additionally, managing capital calls and exit proceeds will be part of your responsibilities in this domain. In terms of compliance & reporting, you will play a critical role in ensuring SEBI compliance, audits, and statutory filings are completed accurately and in a timely manner. Handling KYC, AML processes, and liaising with regulators and service providers will also be part of your tasks. To excel in this role, you should possess previous experience as a fund manager for any AIF Fund, preferably falling under Category 2. Strong analytical skills, finance expertise, and experience in investment management are essential. Additionally, having strong decision-making and problem-solving abilities, excellent communication and presentation skills, and a Bachelor's degree in Finance, Economics, or a related field (CFA designation preferred) will be advantageous. The ability to work both independently and in a team environment will also be crucial for success in this role.,

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3.0 - 7.0 years

0 Lacs

ahmedabad, gujarat

On-site

This is a full-time on-site role for a Wealth Advisor located in Ahmedabad. As a Wealth Advisor, you will be responsible for handling relationships with existing clients and building new client connections. Your primary duties will involve implementing financial planning strategies for clients, with a focus on retirement planning and investment management. Your role will also include managing client portfolios, providing wealth management services, and reviewing and adapting plans based on clients" evolving needs and circumstances. To excel in this role, you should have experience in Investments and Wealth Management Services. Additionally, a strong knowledge of Finance principles and practices will be essential for success in this position. Your excellent interpersonal and communication skills will enable you to effectively build and maintain client relationships, fostering trust and collaboration. Ideally, you should hold a Bachelor's degree in Finance, Economics, Business, or a related field. Your educational background will provide you with a solid foundation to understand and navigate the complexities of the financial industry, thereby enhancing your ability to deliver high-quality services to clients.,

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2.0 - 6.0 years

0 Lacs

panipat, haryana

On-site

The Mutual Fund Specialist position is a full-time on-site role located in Panipat. As a Mutual Fund Specialist, you will be responsible for daily monitoring and analysis of mutual fund portfolios. Your duties will include providing investment recommendations, maintaining comprehensive records of client accounts, and engaging in regular communication with clients. Additionally, you will be required to provide detailed reports on client investments. To excel in this role, you should possess a strong understanding and experience in Mutual Funds and Investments. Excellent analytical skills and finance knowledge are essential for this position. Effective communication skills, both written and verbal, are crucial, as you will be interacting with clients regularly. A client-focused approach and the ability to build strong client relationships are key qualities we are looking for. Candidates for this position should hold a Bachelor's degree in Finance, Economics, Business, or a related field. Proficiency in financial software and tools is required for this role. The ability to work independently with a high degree of accuracy is essential. Prior experience in the financial services industry is considered a plus. If you meet these qualifications and are eager to take on a challenging role in the financial sector, we encourage you to apply for the Mutual Fund Specialist position.,

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8.0 - 12.0 years

0 Lacs

navi mumbai, maharashtra

On-site

The role is responsible for handling GM-Treasury & Insurance. You will be involved in various aspects such as Debt issuance, refinancing, Risk management, Compliances, Banking relationships, Forex Hedging, Investments & Credit Rating. Your responsibilities will include Fund Raising through bank loans, CPs, NCDs, managing relationships with Banks, Mutual Funds, Credit Rating Agencies & Auditors, setting up Funding Limits and Utilization, managing Investments in line with Investment Policy, managing Forex Risk including hedging currency risk, suggesting Policy level changes when required, driving Automation and Innovation in Treasury, ensuring Treasury Compliance both Internal & Regulatory, and conducting Audit both Internal and Statutory. You will also be responsible for Insurance Risk assessment and ensuring adequate cover with timely renewals. Critical Behavioural Competencies required for this role include Good Communication & Interpersonal Skills, being energetic, proactive, having a high degree of ownership, perseverance, being a quick learner, being a team player, and having the ability to work with multiple stakeholders. In terms of Critical Functional Competencies, you are expected to have Fund raising experience, experience in liaising with multiple external agencies, knowledge of Compliances, strong written and verbal communication skills, and effective presentation skills. About Us: Tata Tele Business Services (TTBS), part of the Tata Group of Companies, is a leading provider of connectivity and communication solutions for businesses in India. Our services include connectivity, collaboration, cloud, security, IoT, and marketing solutions, offering the largest portfolio of ICT services for businesses in the country. At TTBS, we prioritize customer-centricity and innovation, consistently earning recognition from customers and industry peers. Our People Shape Our Journey Ahead: At TTBS, we recognize that our success in enabling digital connectivity and technology solutions for businesses is attributed to the dedication and passion of our people. We are committed to welcoming top talent, nurturing and mentoring individuals to grow into leadership roles, all while upholding our ethics and values to drive our continued success.,

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5.0 - 9.0 years

0 Lacs

coimbatore, tamil nadu

On-site

You will join BAM Media Max, a leading agency specializing in Branding, Advertising, and Marketing consulting. Established in 2019, we have completed over 100 branding projects, collaborating with a diverse range of clients from established corporations to innovative startups. Our unique approach combines research, strategy, and design to deliver comprehensive solutions that set us apart in the branding industry. As a Co-director with expertise in investment, you will be responsible for overseeing investment activities, developing and executing investment strategies, analyzing financial data, and managing investment portfolios. Based in Coimbatore, this full-time hybrid role will require you to work closely with senior management and clients to identify investment opportunities and drive financial growth. While the position is primarily office-based, some remote work is acceptable. To excel in this role, you should possess expertise in Investment Management and Investments, strong analytical skills, and experience in developing investment strategies. A solid background in Finance, excellent strategic thinking, decision-making abilities, and outstanding communication and interpersonal skills are essential. Proven leadership and team management capabilities are also required. A Bachelor's degree in Finance, Business Administration, or a related field is a must, and experience in the consulting or branding industry would be advantageous.,

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1.0 - 2.0 years

3 - 3 Lacs

Bundi, Gulabpura, Chittaurgarh

Work from Office

We are Hiring for Bancassurance Officer - Bank Channel Eligibility- Graduation Role- 1 -Responsible for assisting Branch Sales 2- Implementing sales activities within a branch Req 1 year sales in Life Insurance No charges Contact 9131427672

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3.0 - 7.0 years

0 Lacs

maharashtra

On-site

Do you enjoy simplifying financial concepts and empowering others to take control of their finances with confidence Lxme is seeking a Money Coach to educate, inspire, and support women in managing their money effectively. As Indias first financial platform for women, Lxme aims to empower financially fearless women to achieve their dreams and aspirations through financial learning, lending, and investment options. Your role as a Money Coach at Lxme will involve hosting engaging presentations, live sessions, webinars, and events on various personal financial topics such as investments, budgeting, insurance, debt, and tax planning. You will also be responsible for researching and developing financial content like blogs, guides, and interactive tools to simplify complex concepts and aid in effective financial planning. In addition to creating content, you will actively engage with the LXME community, providing empathetic responses to queries and fostering a supportive, problem-solving environment. It will be essential to stay updated on investment products, market trends, and financial strategies to share relevant, actionable insights with the community. Collaboration and support are key aspects of this role, as you will work with cross-functional teams, including Marketing, Community, and Product, to monitor engagement performance, support operational tasks within the community, and contribute to the growth of Lxme. To qualify for this position, you should have a Bachelors degree in Finance or a related field, along with certifications such as Certified Financial Planner (CFP) certification, NISM V-A, or other relevant financial certifications. Strong knowledge of financial planning topics, excellent communication and interpersonal skills, and a proactive, results-oriented mindset are essential qualities for this role. If you are passionate about empowering women financially and ready to make a real impact by helping women across India build stronger financial futures, we invite you to join our team at Lxme.,

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3.0 - 7.0 years

0 Lacs

maharashtra

On-site

The Sales Investments professional role at Amarnath Securities Ltd. in Mumbai is a full-time on-site position. Your main responsibilities will include identifying and analyzing investment opportunities, managing investment portfolios, developing and implementing investment strategies, and maintaining client relationships. You will be expected to conduct market research, prepare financial reports, and provide investment recommendations to clients on a daily basis. To excel in this role, you should possess strong analytical skills and have proficiency in finance. Prior experience in investments and investment management is essential, along with expertise in developing and implementing investment strategies. Excellent communication and interpersonal skills are required, as you will be working collaboratively with a team on-site. A Bachelor's degree in Finance, Economics, Business Administration, or a related field is necessary. Professional certifications such as CFA or CFP would be considered advantageous. A proven track record in sales and investment management would also be beneficial for this position.,

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2.0 - 6.0 years

0 Lacs

uttar pradesh

On-site

The role of Financial Advisor in Allahabad is a full-time on-site position that involves providing financial planning and advice to clients. Your primary responsibility will be to assist clients in achieving their financial objectives by assessing their financial situations, creating personalized financial plans, and offering guidance on investments, retirement planning, and other financial services. To excel in this role, you should have experience in Financial Planning and Finance, possess skills in Investments and Financial Advisory, and be capable of delivering Retirement Planning services. Strong analytical and problem-solving abilities are essential, along with excellent communication and interpersonal skills. Holding relevant certifications like CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) would be advantageous. Furthermore, you should be comfortable working both independently and collaboratively within a team environment. A Bachelor's degree in Finance, Economics, Business, or a related field is required to be considered for this position.,

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5.0 - 9.0 years

0 Lacs

coimbatore, tamil nadu

On-site

You will be joining BAM Media Max, a leading agency established in 2019, specializing in Branding, Advertising, and Marketing consulting. Our agency combines research, strategy, and design to deliver comprehensive solutions to a diverse range of clients, from established corporations to innovative startups. With over 100 branding projects completed, our unique approach integrates strategic value with exceptional design, distinguishing us in the branding industry. As a Co-director, you will be responsible for overseeing investment activities in a full-time hybrid role based in Coimbatore. Your key tasks will include developing and executing investment strategies, analyzing financial data, and managing investment portfolios. Working closely with senior management and clients, you will identify investment opportunities and drive financial growth. While the role is primarily located in Coimbatore, some remote work is acceptable. To excel in this role, you should possess expertise in Investment Management and Investments, strong analytical skills, and experience in developing investment strategies. A solid background in Finance, excellent strategic thinking, decision-making abilities, and outstanding communication and interpersonal skills are essential. Proven leadership and team management capabilities are also required. Additionally, relevant qualifications such as a Bachelor's degree in Finance, Business Administration, or a related field are necessary. Experience in the consulting or branding industry would be advantageous.,

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2.0 - 4.0 years

3 - 4 Lacs

Guwahati, Kolkata, Gumla

Work from Office

We are Hiring for Bancassurance Officer - Bank Channel Eligibility- Graduation Role- 1 -Responsible for assisting Branch Sales 2- Implementing sales activities within a branch Req 1 year sales in Life Insurance No charges Contact 9131427672

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1.0 - 3.0 years

3 - 3 Lacs

Bihar sharif, Katihar, Patna

Work from Office

We are Hiring for Bancassurance Officer - Bank Channel Role- 1 -Responsible for assisting Branch Sales 2- Implementing sales and marketing activities within a branch Required 2 year sales Experienced in BFSI Contact 9340458060 No Charges

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10.0 - 14.0 years

12 - 16 Lacs

Gurugram

Work from Office

About The Role Skill required: Risk & Compliance - Sarbanes-Oxley Act (SOX) Designation: Risk and Compliance Associate Manager Qualifications: BE/BTech Years of Experience: 10 to 14 years What would you do "You will be aligned with our Risk and Compliance vertical and help us perform compliance reviews, publish reports with actions and provide closure guidance as needed. We design & recommend effective controls to mitigate risks and help service delivery team prepare for upcoming client / external audits.You will be working as a part of the Risk & compliance team which is responsible for helping clients and organizations identify risks and create mitigation plans.The team will perform risk-based control assessments to determine the design & effectiveness of the internal control structures and operating processes. They execute general control review for Sarbanes Oxley (SOX)/Model Audit Rule (MAR)/Fed Regulatory Reporting (Fed) compliance efforts, including proper identification of key risks & controls that impact the reliability of financial statements & evaluating controls. The team will execute SOX transformation efforts, including review & challenge of control design, testing procedures, enhancement of process narratives & maps & identification of automation opportunity scope. You will have an exciting opportunity to learn about products & services & enhance your knowledge & skillsets as you participate in audit projects across multiple businesses including general Insurance, Life & Retirement, Corporate Functions like Enterprise Risk Management, Finance, Human Resources, Information Technology, Investments, Legal, Compliance, & Regulatory." What are we looking for "The team will perform risk-based control assessments to determine the design & effectiveness of the internal control structures and operating processes. They execute general control review for Sarbanes Oxley (SOX)/Model Audit Rule (MAR)/Fed Regulatory Reporting (Fed) compliance efforts, including proper identification of key risks & controls that impact the reliability of financial statements & evaluating controls. The team will execute SOX transformation efforts, including review & challenge of control design, testing procedures, enhancement of process narratives & maps & identification of automation opportunity scope. You will have an exciting opportunity to learn about products & services & enhance your knowledge & skillsets as you participate in audit projects across multiple businesses including general Insurance, Life & Retirement, Corporate Functions like Enterprise Risk Management, Finance, Human Resources, Information Technology, Investments, Legal, Compliance, & Regulatory.The team will perform risk-based control assessments to determine the design & effectiveness of the internal control structures and operating processes. They execute general control review for Sarbanes Oxley (SOX)/Model Audit Rule (MAR)/Fed Regulatory Reporting (Fed) compliance efforts, including proper identification of key risks & controls that impact the reliability of financial statements & evaluating controls. The team will execute SOX transformation efforts, including review & challenge of control design, testing procedures, enhancement of process narratives & maps & identification of automation opportunity scope. You will have an exciting opportunity to learn about products & services & enhance your knowledge & skillsets as you participate in audit projects across multiple businesses including general Insurance, Life & Retirement, Corporate Functions like Enterprise Risk Management, Finance, Human Resources, Information Technology, Investments, Legal, Compliance, & Regulatory." Roles and Responsibilities: "In this role you are required to do analysis and solving of moderately complex problems Typically creates new solutions, leveraging and, where needed, adapting existing methods and procedures The person requires understanding of the strategic direction set by senior management as it relates to team goals Primary upward interaction is with direct supervisor or team leads Generally interacts with peers and/or management levels at a client and/or within Accenture The person should require minimal guidance when determining methods and procedures on new assignments Decisions often impact the team in which they reside and occasionally impact other teams Individual would manage medium-small sized teams and/or work efforts (if in an individual contributor role) at a client or within Accenture Please note that this role may require you to work in rotational shifts"Qualification BE,BTech

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7.0 - 10.0 years

2 - 4 Lacs

Hyderabad, Telangana, India

Remote

What You Will Do: Manage the annual budgets, monthly forecasts, and financial planning and reporting process for US and all markets where scaled solutions is operating Monitor key financial metrics and performance indicators to guide strategic decision-making that will help scale the business Manage cash flow, investments, ROI, and financial risk assessments Develop and implement robust internal control systems to safeguard assets and compliance with customer contract terms What You Will Need: Minimum 6+ years of proven experience in program and business & financial management Bachelor's degree in Finance, Accounting, or equivalent Excellent analytical skills, logical and structured thinking, creative in problem solving Excellent Communication and people skills Preferred Qualifications: Highly organized. Excellent organizational skills to juggle many tasks without losing sight of the highest priority items. Abiltiy to drive cross group initiatives with diverse teams across the company Ability to work with remote teams and across time zones to develop strategies and foster a cohesive and creative work environment Advanced knowledge/experience with Excel /Gsheets

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3.0 - 7.0 years

0 Lacs

kolkata, west bengal

On-site

As a Technical Sales Engineer for one of our clients based in Kolkata, your role will involve being a professional in a client-facing position, responsible for selling technical products or services. You will be expected to provide technical solutions to customers, maintain strong customer relationships, and uphold professional and ethical conduct. Additionally, you will be responsible for preparing technical sales presentations and providing development or leadership. Your duties will include assisting the Senior Manager of sales, business development, and marketing in formulating and executing sales strategies to achieve annual sales objectives. You will be required to identify and cultivate new business leads, create and manage a profile database of potential customers, establish and maintain an effective sales infrastructure, and manage customer relationships through various activities. As a Technical Sales Engineer, you will respond to customer inquiries, concerns, and complaints, present and promote the company's products and services to potential customers, conduct sales presentations to key decision-makers, and aim to exceed customer expectations. Working independently with minimal direction, you will maintain accurate records, estimate sales potential, forecast sales activities, and strive to meet monthly and quarterly sales goals. Collaboration with sales team members and other departments, partnering with customers to secure accounts, develop opportunities, and close sales, researching customer needs, providing quotes, and scheduling meetings are also part of your responsibilities. Additionally, you will plan and execute sales presentations and demonstrations, deliver closing and solution presentations, and provide ongoing customer service. Working closely with the operations team, you will offer feedback on product design and perform any other duties as assigned. The ideal candidate should hold a BTECH/BE/DIPLOMA qualification with 3-4 years of working experience, fluent in English & Hindi languages, and possess strong technical sales skills and commercial awareness. You should be willing to travel extensively (100%) and have a proven track record in a sales or business development role. Strong knowledge of technology and business products, product applications, maintenance, written, verbal, and presentation skills, and the ability to manage large accounts are essential for this role. If you believe you meet the criteria and are the right fit for this position, please submit your CV to n.tayade@mv-altios.com or click the Apply button to apply directly. Our Recruitment team will review your application and contact you to discuss the role further.,

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1.0 - 5.0 years

0 Lacs

hyderabad, telangana

On-site

You will be joining a global recognized leader in Financial & Technology based firm with offices in New York, Hong Kong, Hyderabad (India), Kansas City, London, and Silicon Valley. They are currently expanding and looking for a dynamic and resourceful candidate to join the Acquisitions and Finance team. As an Analyst/Senior Analyst within the Renewable Investments team, you will work closely with teams in the U.S. and Hyderabad. Your main responsibilities will include building financial models for new M&A opportunities and Power Purchase Agreement (PPA) bids. Additionally, you will be analyzing project returns, assessing the impact on project returns and capital structure, and conducting due diligence during the pre-acquisition stage. Your key responsibilities will include: - Building financial models for M&A opportunities and PPA bids. - Analyzing project returns and providing detailed analysis based on investment memorandums and project materials. - Assessing the impact on project returns and capital structure. - Running scenario analyses based on key project variables. - Conducting internal and external due diligence, reviewing key project documents. To qualify for this role, you should have an MBA (finance) or a comparable qualification with 1-4 years of experience. You must possess excellent financial modeling capabilities, be able to build project models independently, have strong research capabilities with an understanding of the power and utilities sector focusing on solar, wind, and storage technologies. Additionally, you should have excellent written communication skills and report-writing capabilities. If you are passionate about renewable energy, have a strong financial acumen, and are eager to contribute to impactful projects, we encourage you to apply for this exciting opportunity to be part of our innovative Renewable Investments team.,

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15.0 - 19.0 years

0 Lacs

maharashtra

On-site

The President/Chief Executive Officer is responsible for the overall direction and administration of programs and services provided by the Board of Directors. You will ensure that all aspects of the Bank's activities obtain maximum profits commensurate with the best interest of shareholders, customers, employees, and the public. Your duties will include providing the highest level of customer relations and service, as well as ensuring compliance with Bank policies and procedures. You will be directly responsible for attaining all established Bank operational and financial goals. Additionally, you will perform supervisory duties of department staff and coordinate staff for coverage in all related areas of the department. As the CEO, you will have the prime duty to formulate the operational policies and strategies for the bank according to the situation. This will involve setting goals and objectives, formulating deadlines, and overseeing all work regarding financial transactions and other important functions. Collaboration with shareholders for releasing company reports, updating financial data with accuracy, and monitoring various department functions to ensure they are on track are also part of your responsibilities. Key job tasks of CEO include planning, collaborating with the board to define the organization's vision, creating annual operating plans, developing strategies for financial viability, and fostering future leadership within the organization. You will oversee operations, manage compliance with legal requirements, create procedures for implementing approved plans, and promote a culture that reflects organizational values. In terms of financial management, you will oversee the development of annual budgets, manage resources within budget guidelines, ensure appropriate accounting procedures, and provide accurate financial information to keep the board informed. Human resource management responsibilities include recruitment, employee development, policy development, performance management, and compliance with regulatory concerns. Additionally, you will be involved in marketing and PR activities, general administrative tasks, and merger and acquisition planning. The candidate for the role of bank CEO should possess exceptional leadership and supervisory skills, excellent analysis, observation, and decision-making skills, outstanding communication skills (both written and verbal), as well as a deep knowledge of rules and regulations within the sector. It is essential to have the acumen to coordinate resources effectively to achieve set goals and objectives. Overall, the CEO plays a crucial role in steering the bank towards success by providing strategic direction, ensuring operational efficiency, fostering a positive organizational culture, and driving financial growth.,

Posted 3 weeks ago

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