253 Investments Jobs - Page 3

This role involves conducting moderately complex financial analysis tailored to specific functions or business units to provide valuable analytics for key decision making. You will ensure compliance with reporting standards, collaborate with department heads on budgets and long-term plans, and produce regular and ad-hoc financial reports for stakeholders. Additionally, you will foster a knowledge management culture, utilizing expertise to address diverse challenges within the company's policies and procedures. Responsibilities include performing financial analysis, addressing complex business issues, developing forecast models, understanding the organization's financial processes, establishi...

You will be joining Bigul.co, a company dedicated to empowering investors and traders by providing them with the necessary tools for success. The belief at Bigul.co is that there is a perfect strategy for every individual, and with the right stocks and tools, anyone can achieve success in the trading game. The company's mission is to offer the essential resources and insights to assist individuals in reaching their trading and investment objectives. As an Equity Dealer Head, you will hold a full-time on-site position based in Indore. Your key responsibilities will include overseeing day-to-day trading activities, formulating and executing trading strategies, monitoring stock market trends, a...

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

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 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 9340458060

You will be joining Lucretius Club, a prestigious network exclusive to accredited investors in India eligible under SEBI CAT 1 or CAT 2. As an Investment Sales professional based in Bengaluru, your primary role will involve identifying and pursuing investment opportunities, establishing and nurturing client relationships, offering financial advisory services, and implementing effective sales strategies. Your daily responsibilities will include managing a client portfolio, conducting market analysis, and proposing investment solutions tailored to meet client requirements. Collaboration with the internal team is essential to ensure client satisfaction and meet sales targets. To excel in this r...

The Assistant General Manager (AGM) position requires a candidate with a minimum of 12 to 15 years of experience in Private Trust, preferably in the age group of 30 to 35 years. The job is based at the Corporate Office in Hospet and the ideal candidate should hold a CA qualification with a minimum of 10 years of working experience, where trust experience is considered an added advantage. The preferred candidate should have a background in handling private trust and individual/HUF/Partnership Firm accounts and their investments, particularly in a conservative family environment. It is essential for the candidate to possess a strong understanding of accounts, investments, and direct taxes. Key...

You will be working as a Financial Planning Consultant at Reydiv Finmart LLP, a NextGen Financial Distribution platform in Delhi, India. Your primary responsibility will be to offer financial planning services, retirement planning, investment advice, and financial services to clients on-site. To excel in this role, you should possess strong Financial Planning and Retirement Planning skills, along with knowledge of Investments, Finance, and Financial Services. Excellent analytical and problem-solving abilities are essential. Moreover, your communication and interpersonal skills should be top-notch. Having a Certification as a Certified Financial Planner (CFP) would be advantageous. A Bachelor...

You are responsible for leading and developing a sales team in the BFSI sector to achieve targets, cultivate client connections, and enhance team performance. Your duties will include managing a team of sales executives specializing in BFSI product sales, planning and attaining monthly and quarterly sales goals, providing training and guidance to enhance team productivity, establishing and nurturing strong relationships with clients, monitoring daily operations and delivering regular reports to management, conducting market research to pinpoint new business prospects, ensuring team adherence to compliance and documentation standards, and facilitating swift onboarding of new team members. As ...

The position of Assistant/Associate Finance at the School of Business at DBS Global University is a full-time opportunity focused on Corporate Finance, FINTECH, Financial Consulting, Banking, and Investments. As a faculty member, you will be expected to combine academic expertise with practical industry experience to contribute to the institution's aim of providing innovative education and impactful research. Your responsibilities will include teaching finance courses at both undergraduate and postgraduate levels, ensuring that the curriculum aligns with current industry trends and technological advancements. Additionally, you will be involved in conducting high-quality research, supervising...

As a Division CFO specializing in Fundraising & Investment at Akava Luxurious, a premium manufacturing unit known for high-quality fashion accessories, you will be responsible for managing financial planning, overseeing financial statement preparation, and analyzing financial reports. Your role will involve identifying and securing funding opportunities, liaising with investors, and developing strategies to enhance financial performance. Your expertise in Financial Planning, Finance, Pitch Deck Preparation, Financial Statements, and Reporting will be crucial in maintaining the financial health of the division and contributing to long-term financial goals. Your strong analytical skills, excel...

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 sal...

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 sal...

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 sal...

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 sal...

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 sal...

As an Individual Portfolio Manager - Sales at Rudram Realty in Gurgaon, your primary responsibility will be to analyze financial data, manage investment portfolios, and execute trades to maximize returns for our clients. You will play a crucial role in ensuring that every real estate investment journey is a simple and successful one for our customers. To excel in this role, you must possess strong analytical skills and finance expertise. Experience in portfolio management and investments will be key to your success, along with a solid understanding of trading practices. Your ability to communicate effectively and build strong interpersonal relationships will also be essential in this positio...

You are a dynamic and result-oriented professional responsible for leading a large cross-sell team spread across various geographies. Your primary focus will be on driving revenue through the multi-channel distribution of financial products such as loans, investments, and banking solutions. Your key responsibilities include leading, mentoring, and managing a team of over 100 executives, team leaders, and regional managers in multiple cities. You will have end-to-end accountability for revenue generation from cross-sell financial products, including personal loans, merchant loans, SIPs, mutual funds, insurance, and current accounts. To excel in this role, you must drive sales through various ...

As an Area Manager in Branch Banking, your primary responsibility will be to achieve the business objectives for the area by meeting the value, volume, and channel productivity metrics. You will be essential in generating revenues through the sales of CASA, Assets, TFX, and Third Party Products like Insurance and General Insurance via the branch channel. Your role will involve leading Branch Managers, Operations Team, and mentoring Sales Teams to ensure the enhancement of the deposit pool from customers. In addition to driving revenue generation, you will be accountable for ensuring regulatory compliance, effective manpower planning, and improving RM & RO channel productivity. It will be cru...

As a Transaction Management - Client Services Custody Ops Manager, you will be accountable for managing complex and critical professional disciplinary areas. Your role involves providing operational and service leadership to your team, applying in-depth disciplinary knowledge to offer value-added perspectives and advisory services. You may contribute to the development of new techniques, models, and plans within your area of expertise. Strong communication and diplomacy skills are essential for this role. You will be responsible for the volume, quality, and timeliness of end results, as well as shared responsibility for planning and budgets. Your work will impact an entire area, influencing ...

The role of Financial Advisor at Investmart Solutions in Nashik is a part-time on-site position that involves responsibilities such as financial planning, retirement planning, investments, and offering financial advisory services. To excel in this role, you should possess skills in financial planning and finance, expertise in retirement planning and investments, experience in providing financial advisory services, strong analytical and problem-solving abilities, as well as excellent communication and interpersonal skills. Ideally, you should hold a Bachelor's degree in Finance, Economics, or a related field to be considered for this opportunity.,

The Deputy CFO position involves responsibility for achieving the company's financial goals in areas such as Capital Management, Investments, and Investor Relations. This includes creating a thorough financial strategy, overseeing financial operations and compliance, enhancing efficiency and cost-optimization, managing risks, and guiding capital management and investment decisions to align with the organization's financial objectives. Key Responsibilities: - Managing the company's capital structure, covering equity, debt, and working capital. - Assessing and executing investment opportunities, mergers, and acquisitions. - Cultivating and sustaining strong relationships with investors, banks,...

Are you passionate about financial analysis and investment research Do you enjoy diving deep into company fundamentals, building valuation models, and crafting high-quality investment insights SP2 Analytics is looking to hire a sharp, detail-oriented Investment Research Associate who is eager to begin their career in the investment research field. SP2 Analytics, a boutique investment research firm serving global clients across equity research, investment banking, and private equity, etc., is looking to hire Investment Research Associate to join our growing team. This is a full-time role for an Investment Research Associate at SP2 Analytics where you will be conducting fundamental company ana...

The job involves recording all transactions accurately and reconciling accounts. You will be responsible for preparing balance sheets, income statements, and other financial reports. Additionally, you will perform cost and general ledger analysis, complete tax audits to ensure compliance, and manage budgets and cash flows. Your role will also include examining financial discrepancies, creating and implementing new accounting systems, and providing financial strategy guidance to the management. Furthermore, you will be involved in guiding investments, mergers, and acquisitions. This is a full-time, permanent position with benefits such as cell phone reimbursement, provided food, internet reim...

As a Personal Financial Advisor, your primary responsibility will be to assess the financial needs of individuals and provide them with expert guidance on various investment opportunities, tax laws, and insurance options. You will work closely with clients to help them establish short- and long-term financial goals, including budgeting for education expenses and planning for retirement through strategic investments. Your daily tasks will involve engaging in detailed discussions with clients to understand their financial objectives, creating personalized financial strategies, and monitoring and reporting on their financial progress. To excel in this role, you will be required to conduct thoro...