253 Investments Jobs - Page 4

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 a Relationship Wealth Manager specializing in HNI Sales at our BFSI, Finance, Investments & Trading department, your primary responsibility will be to manage the banking and investments relationships of our current clients. You will play a crucial role in driving the overall growth of Liabilities & Investment business from the HNI segment. Your focus will be on developing, managing, and expanding customer relationships by delivering a service level that exceeds the expectations of our most important customer segment. You will be expected to identify existing and potential relationships with additional revenue potential in order to grow the business. Generating Incremental Business and pro...

You will be responsible for tracking transactions, revenues, assets, and financial performance, as well as managing all accounting transactions. Your duties will include computing taxes, preparing tax returns, and ensuring compliance with tax laws. It will be important to stay updated on tax codes, deductions, and exemptions to provide accurate financial advice. Additionally, you will be required to consult management on financial strategy, guide investments, mergers, and acquisitions, and publish financial statements in a timely manner. Managing balance sheets and profit/loss statements will also be part of your role. You will coordinate with banking partners, Chartered Accountants, clients...

As a Mergers and Acquisitions Specialist at Vertex Global Services, you will play a crucial role in conducting due diligence, analyzing financial data, assessing investments, and overseeing accounting processes related to mergers and acquisitions. Your expertise in analytical skills and finance proficiency will be vital in ensuring the success of these transactions. To excel in this role, you must have experience in due diligence and accounting, along with knowledge of investments and financial markets. Your strong problem-solving and decision-making abilities will be put to the test as you navigate the complexities of mergers and acquisitions. Effective communication and interpersonal skill...

???? Entrepreneurial Intern Strategic Outreach & Startup Mentorship ???? Location: Noida (frequent travel across Delhi-NCR) ???? Duration: 6 months | ???? For MBA Graduates/Final Year We are looking for an entrepreneurial-minded MBA graduate who aspires to build their own startup in the future. This is not a routine internship you will work directly with our Strategic Outreach Partner Startup Mentor & Equity Partner at VirtuBox , engaging with startup incubators, accelerators, and founders . ???? What youll do: Coordinate meetings, prepare presentations, and support mentorship sessions. Scout and evaluate startups (hardware/tech-focused). Travel to incubators, events, and client meetings (De...

As a Wealth Relationship Manager or Premium Relationship Manager, you will be responsible for managing the wealth and investments of high net worth individuals (HNIs) and ultra high net worth individuals (UHNIs). Your primary focus will be on providing personalized financial advice and services to meet the specific needs and goals of these clients. You will be expected to develop and maintain strong relationships with clients, understand their financial objectives, risk tolerance, and investment preferences. By leveraging your expertise in wealth management, you will create customized investment strategies, recommend appropriate financial products, and help clients build and preserve their w...

The team at Morgan Stanley is looking for an experienced, intellectually curious, and analytical individual to join the Global Investment Office as a Manager in Mumbai. In this role, you will be responsible for leading and managing the team while also serving as an Analyst to produce written content for a Wealth Management audience on various topics. You will have the opportunity to collaborate with teams across different departments, including those involved in investments and thematic content creation. As a Manager, your primary responsibilities will include leading the expansion and management of the function in Mumbai. This involves tasks such as recruiting, training, career development,...

The role of Financial Analyst involves supporting financial management activities by analyzing, reporting, and reconciling financial and operational results. You will be responsible for identifying and researching variances to plans, providing recommendations to key stakeholders, engaging in budgeting and forecasting processes, and ensuring reporting compliance. Additionally, you will support priority projects and maintain strong relationships with internal stakeholders. Your responsibilities will include performing data extraction and diagnosing financial drivers to make recommendations to key stakeholders. You will conduct comprehensive financial analysis for specific functions or business...

As an Investment Manager at BPlan Advisors Pvt Ltd in Raipur, you will play a crucial role in managing investments, analyzing opportunities, and developing strategies to drive the financial growth of the business. Your responsibilities will include overseeing the day-to-day financial operations, making informed investment decisions, and ensuring the success of various investment deals. To excel in this role, you should possess strong investment management skills, analytical capabilities, and a deep understanding of finance. Your expertise in financial markets and investment trends will be key in identifying lucrative opportunities and maximizing returns. Additionally, your excellent communic...

Job Description: Nisarga Family Homes Pvt. Ltd, a prominent real estate company based in Hyderabad, Telangana, specializes in Township and Infrastructure Development. The company boasts a successful track record of content customers with ongoing projects in various locations such as Bidar, Kalaburagi, Yadgiri, Raichur, and Solapur. Nisarga Family Homes" portfolio includes a diverse range of projects like Open Plots, Independent Houses, Gated Community Apartments, International Schools, and Multi-Specialty Hospitals. As a Funding Specialist at Nisarga Family Homes in Hyderabad, you will hold a full-time on-site position. Your primary responsibilities will revolve around the analysis and acqui...

The role of a Senior Wealth Manager at Nuvama Wealth in Gwalior is a full-time on-site position that involves overseeing financial planning, investment management, investments, finance, and insurance for clients. As a Senior Wealth Manager, you will be tasked with ensuring the optimal management of clients" wealth and financial portfolios. To excel in this role, you should possess B2B Business Strategic Knowledge and have a command of the Franchise channel or IFA & MFD. Additionally, you must have strong Financial Planning and Investment Management skills, along with experience in Investments and Finance. A solid understanding of Insurance principles is also required for this position. Analy...

You will be working as a key member of the Fund Operations team based out of New Delhi, India. This role requires a strong background in finance and accounts with a relevant qualification. Your main responsibilities will include handling investments, exits, cash management, Bridge availability, preparation of timely drawdown workings and distribution analysis, managing Partnership Agreement, preparing management fee and carry workings, supporting quarterly reporting and year-end audit processes, preparing data for dissolution of non-active funds/entities, assisting in setting up new funds, understanding LP side letters, replying to Limited Partner queries, catering to LP transfer requests, c...

The Investment Manager position is a full-time on-site role located in Patna. As an Investment Manager, you will be responsible for developing and managing investment strategies, overseeing investment portfolios, analyzing financial data, and identifying potential investment opportunities. Your role will also involve the preparation of detailed investment reports, offering strategic financial advice to clients, and ensuring adherence to financial regulations. To excel in this role, you should possess strong analytical skills, proficiency in developing investment strategies, a solid foundation in finance knowledge and skills, excellent problem-solving and decision-making abilities, as well as...

The Securities & Derivatives Rep 5 position entails processing orders and transactions from trading desks and branch offices in collaboration with the Operations - Transaction Services team. The primary responsibility is to support in the clearance, settlement, and investigation of client securities and derivatives transactions. Key Responsibilities: - Identify and implement process improvements for securities and derivatives settlement using data analysis tools. - Prior experience in Income/Corp Action processing or Capital Markets is preferred. - Must have knowledge of Dividends/Interest and their role in the Investment world. - Perform operational tasks related to administering procedures...

About 1Fi By putting your money to work, you, as a business owner, can earn the best returns, access credit instantly, and manage your finances effortlessly - all within one powerful account. 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 offers deep exposure to fintech, investments, and lending, along with the chance to learn from experienced product and business leaders. Key Responsibilities - Assist in product res...

As a Financial Sales Consultant at Geojit, you will play a pivotal role in assisting clients to achieve their financial objectives. Your responsibilities will revolve around financial planning, investments, finance, analytical skills, and retirement planning. This challenging yet rewarding full-time position is based in Kasaragod. To excel in this role, you must possess a strong foundation in financial planning and finance, coupled with solid investment and analytical skills. Experience in retirement planning will be an added advantage. Effective communication and interpersonal abilities are essential to build lasting relationships with clients and provide them with the best financial soluti...

As a Senior Account Manager at Western India Electromedical Systems Pvt. Ltd. in Pimpri-Chinchwad, you will play a key role in our thriving engineering environment. With 7 to 10 years of relevant work experience at a senior level, you will be responsible for a blend of strategic planning and account management to drive business growth and maintain long-term client relationships. Your expertise in account management is crucial for ensuring the consistent delivery of high-quality and accurate data analysis. You will lead account management activities, analyze performance data, and provide actionable insights to meet or exceed business targets and client expectations. Your strategic planning sk...

The role is a full-time on-site position for an Investment Banking opportunity based in Chennai. You will be responsible for various tasks including financial modeling, conducting due diligence, analyzing investments, and managing finance operations. To excel in this role, you must possess strong analytical skills and expertise in financial modeling. Prior experience in Finance and Investments is required, along with a solid understanding of Due Diligence processes. A Bachelor's degree in Finance, Economics, Business Administration, or a related field is necessary for this position. Additionally, holding professional certifications like CFA or CPA would be advantageous.,

Job Description: As a Wealth Manager at Nuvama Wealth (formerly known as Edelweiss Broking), located in New Delhi and Uttarakhand, you will play a crucial role in the B2B segment. Your primary responsibilities will include acquiring new IFA/Sub broker, conducting financial planning, managing investments, and providing a range of financial services to clients. You will be tasked with evaluating clients" financial requirements, devising personalized investment strategies, overseeing client portfolios, and offering insights on insurance solutions. Building and nurturing strong client and partner relationships, staying abreast of market trends, and ensuring adherence to regulatory guidelines wil...

As an Equity Advisor at Birmon Finacc, you will play a crucial role in providing expert financial advice and managing investment portfolios for our clients. Operating in the financial services sector, our company focuses on financial intermediation by offering physical and electronic marketplaces for trading various financial instruments such as stocks, stock options, bonds, and commodity contracts. Your responsibilities will include conducting client consultations, performing investment analysis, creating financial plans, and executing trades to optimize our clients" investment strategies. With a keen eye for detail and strong analytical skills, you will be instrumental in enhancing the eff...

As a Visual Content Designer at our company, you will play a crucial role in developing visual content that aligns with our short-term and long-term content marketing targets. Your responsibilities will include designing visual content such as static creatives and various types of videos to effectively communicate complex concepts and data to our diverse audiences. You will also be involved in the pre and post-production of video content for our different content properties, ensuring high-quality output. In this role, it is essential to maintain organized content files, stay updated on competitors and content trends, and effectively manage timelines and workload prioritization. Your expertis...

As a full-time remote Additional Director of Investments at Manthan Capital Advisors, your primary responsibility will be to manage investment portfolios, analyze market trends, and develop investment strategies. You will play a crucial role in evaluating financial performance, identifying potential investment opportunities, and providing strategic investment recommendations. Working closely with the investment team, you will contribute to the growth and sustainability of the firm's investment portfolio. To excel in this role, you must possess strong analytical skills and have the ability to develop effective investment strategies. Your expertise in Investment Management, Investments, and Fi...

As a Relationship Manager, your primary responsibility will be to attract High Net Worth Individuals (HNI) and establish collaborations with professionals such as Chartered Accountants (CA), Company Secretaries (CS), and other high-network associates. Your role will focus on leveraging your exceptional networking and business development prowess to enhance wealth management, investments, and financial services. Your key responsibilities will include identifying and engaging HNI clients to explore investment prospects, effectively onboarding and overseeing professional channel partners, fostering business expansion through referrals and partnerships, as well as ensuring robust client satisfac...

Company Description 2A Company is a Real Estate Investment Firm that offers comprehensive services in raising private equity, investment advisory, asset management, mergers and acquisitions, and specialized funding. Our firm focuses on meeting the evolving needs of clients by providing all real estate services under one roof, with a commitment to timely delivery. We primarily deal with industrial buildings and plots, IT & corporate office buildings & plots, and operate in government-approved industrial parks throughout the NCR region. Clients are assured of 14%-20% guaranteed returns per annum with a transparent and client-centric approach. Our operations span cities such as Delhi, Noida, Gr...

Role & responsibilities The CFO will have a day-to-day, ongoing impact on company operations, helping us to analyze, strategize, and grow our financial position. He will be a seasoned strategist not only will understand current accounting practices and trends, but also will have experience raising capital, managing relationships with investors, lenders and rating agencies and mergers and acquisitions. Responsibilities Develop and implement best practices and tools to ensure a well-controlled yet flexible organization that has strong fiscal management, cross-team communications and workflows Take responsibility for all cash management, investments, insurance, budgeting, and financial reportin...