253 Investments Jobs - Page 5

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

Role & responsibilities Engage with internal and external stakeholders such as Banks, Mutual Funds, Insurance Companies, Intermediaries, etc. Prepare and update various MIS. Interact with Debt market participants, for issuance of Commercial Paper, and Non-convertible Debenture of the company. Handle operational activities related to investments in Mutual Fund and Bank Deposits Debt Market compliance with respect to Stock exchange, NSDL, Debenture Trustees and Regulators. Assist in servicing of Loans & compliance with Banks Coordination with Credit Rating Agencies. Assist in Preparation of Asset Liability management (ALM) report. Assist the team in Treasury-related IT transformation initiativ...

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

Company Description Pin Click is a tech-enabled real estate advisoy companyr. We work with real estate A Category developers like Prestige, Sobha, Brigade, Godrej Etc. to market their residential inventory and accelerate sales. At the same time, we provide unbiased advisory to simplify the home buying process for our clients, transforming real estate transactions into intelligent, efficient, and rewarding experiences. Role Description This is a full-time, on-site role for a Property Advisor / Area Sales Manager - Real Estate Sales located in Bengaluru. The role involves advising clients on property investments, managing customer relationships, and assisting in property management. The Proper...

As a quick-thinking self-starter with a passion for the financial markets, you will have the opportunity to work closely with high net worth individuals in a dynamic environment. Our client service professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address the complexities of executives, entrepreneurs, and high net worth individuals. We are seeking professionals with a deep understanding of the markets who can thrive in a fast-paced setting where attention to detail, strong communication skills, and exceptional client service are crucial to the success of our business. Within the Wealth Management division of Goldm...

Are you a quick-thinking self-starter with a passion for the financial markets and a desire to work closely with high net worth individuals Our client service professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address the complexities of executives, entrepreneurs, and high net worth individuals. We are seeking professionals with an understanding of the markets who can thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business. Across Wealth Management, Goldman Sachs empowers clients and customers worldwide to ...

As a Relationship Manager-First Wealth Pipeline at IDFC FIRST Bank in Punjab, India, you will play a crucial role in managing and expanding a portfolio of high net worth clients. Your primary responsibility will be to offer personalized financial solutions to clients while nurturing long-lasting relationships with them. Your key responsibilities will include identifying and onboarding new high net worth clients using various acquisition channels, maintaining strong relationships with existing clients by understanding their financial needs, conducting regular portfolio reviews, and proactively introducing new products and services to deepen client engagement. Collaboration with different bank...

As a Wealth Manager-Real Estate Sales at Valion, you will play a crucial role in financial planning, investment and relationship management, networking, brand building, finance, and insurance sales for HNI/Super HNIC families. With a minimum of 3 to 8 years of relevant experience in real estate sales, wealth management, or investment advisory, you will leverage your financial planning, investment management, and finance skills to cater to the needs of our esteemed clients. Your expertise in investments and insurance, coupled with strong analytical and problem-solving abilities, will be instrumental in delivering exceptional service. Your responsibilities will include providing personalized f...

The Education Culture, an online resource platform based in Ludhiana City, is seeking a dedicated Freelance Writer specializing in Accounts/Finance. Founded by Priya Garg and Dev Garg, the company aims to provide expert quality content for students, administrators, and researchers, with a focus on revolutionizing knowledge outsourcing in the education sector. The team consists of highly skilled writers committed to delivering personalized and innovative education solutions, ensuring original, in-depth, and up-to-date content to meet the diverse needs of their clientele. As a Freelance Writer - Accounts/Finance, you will play a crucial role in producing high-quality content related to persona...

As a Senior Officer in the DSF department at our Kurukshetra location, your primary responsibility will be to provide direct customer service and sales to our existing MLI customers by focusing on relationship building. You will be working closely with the Branch Relationship Manager and will have access to the existing customer database known as the Book of Relations (BoR). Your key responsibilities will include: - Establishing and strengthening relationships with the allocated customer base. - Ensuring the retention of customers in your assigned Book of Relations. - Acting as a single point of contact for customers for any queries or complaints. - Identifying the financial goals of custome...

About Praxis Global Alliance Praxis Global Alliance is a next-generation management consulting firm that partners with clients to solve their most critical business challenges through a unique blend of domain expertise, AI-led research, and digital solutions. Our work spans across four key areas: GrowRevenue: We support organizations in unlocking growth through micro-market expansion, product-channel growth, brand transformation, and go-to-market strategies. GrowPerformance: Our focus is to help organizations become more productive, lean, and efficient. GrowValue: We specialize in supporting financial sponsors, strategic acquirers, and businesses in creating value. Our services include strat...

As a Financial Consultant at our company located in Palanpur, you will be responsible for providing financial planning services, managing investments, and offering retirement planning advice to clients. Your day-to-day activities will include meeting with clients to understand their financial objectives, analyzing financial data, developing comprehensive financial plans, and recommending suitable investment opportunities. Additionally, you will be required to conduct market research, keep abreast of financial regulations and trends, and provide expert advice to clients. To excel in this role, you must possess strong skills in financial planning, investments, and retirement planning. Your fin...

As a Portfolio Manager at Truevisory Realty Pvt Ltd in Ghaziabad, you will have the opportunity to oversee the real estate investment portfolio, analyze market trends, and make informed investment decisions. Your role will involve developing and implementing portfolio strategies to achieve target returns and mitigate risks effectively. To excel in this position, you should possess strong analytical skills and finance knowledge. Prior experience in Portfolio Management, Investments, and real estate sales will be beneficial. Your excellent communication and interpersonal skills will be essential in collaborating with various stakeholders. The ability to thrive in a fast-paced environment and a...

This is a full-time on-site role for an Investor Relations Associate based in Pune. Your main responsibilities will include maintaining and cultivating relationships with both existing and potential investors. You will play a key role in preparing and disseminating regular updates, reports, and presentations. Moreover, you will contribute to the analysis of investment opportunities and private equity transactions, offering valuable analytical support to the management team. Additionally, you will be in charge of managing communications with stakeholders and coordinating investor events. To excel in this role, you should possess strong Investor Relations and Communication skills. Your analyti...

Client Services Officer plays a crucial role as the primary point of contact for clients seeking assistance with the company's products and services. Your responsibilities will include identifying data inconsistencies, addressing business issues, and developing effective procedures. By leveraging your expertise in the industry and specialized knowledge, you will enhance client relations, manage inquiries, and ensure timely resolution of client complaints. Additionally, you will be responsible for reviewing client feedback, striving for service excellence, and contributing to continuous service improvement. You will be expected to: - Provide Custody Services to both internal and external clie...

As an ideal candidate for this position, you should possess strong analytical skills to evaluate financial data and investment opportunities effectively. Your proficiency in Finance, including budget management and financial planning, will be crucial for the role. Experience in Portfolio Management and Investments will enable you to excel in this position, along with knowledge of Trading and market dynamics. Your excellent written and verbal communication skills will be essential for conveying complex financial information clearly. The ability to work effectively in a team environment and collaborate with others is a key aspect of this role. A Bachelors degree in Finance, Economics, Business...

As a Funding Specialist in Gurugram, you will play a crucial role in managing funding processes, analyzing financial information, ensuring compliance with regulations, and engaging with clients and stakeholders. Your duties will encompass preparing investment reports, assessing funding eligibility, and offering assistance in investment decisions. To excel in this role, you should possess strong analytical skills for evaluating financial data, a background in Funding and Finance, effective communication abilities, and knowledge of Investments. Attention to detail, exceptional organizational skills, and the capacity to work both independently and collaboratively within a team are essential. Pr...

As a professional with expertise in preparing financial reports and models, you will be responsible for leading the treasury activities for the RIL Joint Venture with SIBUR (Petrochemical Butyl Rubber). This includes managing cash flows, investments, forex, and working capital of the JV company. Your role will involve providing financial support to the JV company through various means such as ECB Loan, Working Capital facilities, Capex financing facilities, Trade finance, and Equity/Debt support from sponsors. In this position, you will be required to liaise with bankers, rating agencies, legal experts, and consultants to ensure smooth financial operations. You will also be responsible for p...

You will be joining our client, a leading NBFC, in Mumbai as an Equity Advisor / PCG Advisor with an experience range of 3 to 15 years. As an Equity Advisor, your primary responsibility will be to offer investment advice, handle client portfolios, and provide top-notch customer service. Your daily tasks will involve evaluating clients" financial positions, suggesting investment strategies, managing portfolios, and meeting sales objectives. Your role will entail providing guidance on broking, equity, trading, and derivatives, leveraging your expertise in investments and finance. Your strong sales and portfolio management skills will be essential in this position, along with your adept analyti...

Role & responsibilities: - -Revenue & Business Target Achievement: Drive and monitor revenue targets by managing a team of mapped bank VRMs. - Stakeholder Engagement: Build and maintain effective relationships with bank partners; provide prompt resolutions and proactive communication. - Team Training & Mentorship: Continuously coach, guide, and support the mapped VRMs/Verifiers to enhance sales efficiency and customer handling skills. -Sales Initiatives & On-Floor Activities: Energize the team through participation in daily huddles, call-based lead closures, on-floor contests, and recognition of high performers. - Conversion & Escalation Management: Focus on conversion of logged-in cases, ad...

As an Equity Analyst based in Indore, you will be responsible for conducting comprehensive market research, evaluating potential investment opportunities, and creating financial models to support investment decisions. Your role will involve closely monitoring equity markets, providing valuable insights supported by in-depth analysis, and preparing detailed reports and presentations for stakeholders. Collaboration with the team to refine and implement investment strategies will be a key aspect of this position. To excel in this role, you should possess strong analytical skills and proficiency in financial modeling. Previous experience in investments and equities is essential. Attention to det...

The Equity Dealer position is a full-time, on-site role based in Chandigarh. As an Equity Dealer, your primary responsibilities will include executing trades, managing client portfolios, analyzing market trends, and offering investment advice to clients. It is essential to monitor stock performance, stay informed about market movements, and ensure compliance with all trading regulations. Additionally, you will be expected to cultivate strong client relationships and support the trading team in meeting financial objectives. To excel in this role, you should possess a robust understanding of the Stock Market, Trading, and Equities. Previous experience in Finance and Investments is highly desir...

As a Security Trader at our company, you will play a crucial role in executing trades, analyzing market trends, and managing investment portfolios. Your primary responsibilities will include monitoring market conditions, identifying trading opportunities, and ensuring compliance with trading regulations. Additionally, you will be responsible for managing equity trades, implementing risk management strategies, and reporting trade performance to stakeholders. To excel in this role, you should possess strong skills in trading and managing equities, along with a solid foundation in market analysis. Your ability to make informed decisions, manage risks effectively, and communicate clearly will be...

As an Investment Research Intern at EaseAssets, a venture by Nooreva Technologies Private Limited, you will be an integral part of the team responsible for analyzing real estate markets, evaluating investment opportunities, and assisting in the development of investor-friendly strategies. This full-time, on-site internship lasting 2 to 6 months is perfect for individuals with a keen interest in finance, real estate, and market research. Your responsibilities will include conducting thorough research on real estate markets, trends, and asset classes, analyzing property data and investment performance, as well as preparing detailed reports, presentations, and financial models. Additionally, yo...

As an Investment & Digital Marketing Executive at Bestvantage Investments, you will be responsible for managing investment portfolios, developing and executing investment strategies, analyzing market trends, and providing investment advice to clients. Additionally, you will be involved in digital marketing activities, including planning and executing online campaigns to attract potential clients and investors. Your role will be based in Mumbai and will require full-time on-site presence. You will work closely with banks, financial institutions, high-net-worth individuals (HNIs), non-banking financial companies (NBFCs), private equity players, and foreign institutional investors (FIIs) to pro...