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3.0 - 7.0 years
0 Lacs
uttar pradesh
On-site
As a Hedge Fund Manager at the company located in Noida, your role will involve managing investment portfolios, conducting financial analysis, and developing investment strategies. You will be responsible for tasks such as trading, monitoring market trends, managing fund accounting, and overseeing investment compliance. Additionally, you will need to report on fund performance daily and ensure regulatory requirements are met. Key Responsibilities: - Manage investment portfolios - Conduct financial analysis - Develop investment strategies - Trade and monitor market trends - Manage fund accounting - Oversee investment compliance - Report on fund performance - Ensure regulatory requirements are...
Posted 4 weeks ago
3.0 - 7.0 years
0 Lacs
noida, uttar pradesh
On-site
As an Investment Manager at Propkarmaa Pvt Ltd, you will play a crucial role in managing and overseeing investment activities while upholding the company's commitment to excellence, innovation, and integrity in the real estate sector. Your responsibilities will include developing and implementing investment strategies, analyzing financial markets, and ensuring that every investment decision is guided by honesty, fairness, and transparency. - Manage and oversee investment activities to optimize investment portfolios - Develop and implement effective investment strategies tailored to market trends - Monitor investments and conduct thorough financial research - Generate reports to analyze and i...
Posted 4 weeks ago
0.0 years
0 Lacs
gurugram, haryana, india
Remote
Company Description VENQ is an innovative platform that empowers retail investors by breaking down barriers, allowing them to participate in real estate investments with as little as Rs. 5000. Through fractionalized investing, we make the traditionally exclusive world of real estate accessible to everyone. Whether you're a seasoned investor or just starting your journey, VENQ offers a secure, user-friendly, and transparent platform to explore and invest in a diverse range of real estate opportunities. Join us in revolutionizing real estate investment and shaping a more inclusive financial future. Role Description This is an internship role for a Real Estate Stock Broker. The Real estate Stoc...
Posted 4 weeks ago
5.0 - 9.0 years
0 Lacs
haryana
On-site
As a Qualified Wealth Manager at deVere, you will be part of a sustainable, rewarding, and award-winning company that strives to make a difference in our clients" lives and financial well-being. Our CEO, Nigel Green, believes in providing continuous career support and training to drive your career aspirations. Key Responsibilities: - Build and develop a bank of wealth management clients (B2C only). - Manage and support a portfolio of clients, building strong and trusting relationships with a personalized advisory approach. - Build continuous AUM (assets under management) by identifying current personal financial needs and discovering other financial opportunities. - Conduct in-depth reviews ...
Posted 4 weeks ago
5.0 - 9.0 years
0 Lacs
karnataka
On-site
Your role as a Chief Investment Officer (CIO) in Bengaluru involves developing and implementing investment strategies, managing the investment portfolio, and making key financial decisions. You will analyze financial markets, identify investment opportunities, and oversee the investment team. Ensuring compliance with financial regulations and maintaining relationships with investors and stakeholders will be part of your responsibilities. Key Responsibilities: - Develop and implement investment strategies - Manage the investment portfolio - Make key financial decisions - Analyze financial markets - Identify investment opportunities - Oversee the investment team - Ensure compliance with financ...
Posted 4 weeks ago
0.0 - 1.0 years
2 - 2 Lacs
bhubaneswar, cuttack, muzaffarpur
Work from Office
We are Hiring for Bancassurance ( Lead Provided From Bank) Eligibility- Graduation 1 -Lead Provided from Banks 2- Implementing sales and marketing activities within a branch Fresher Candidate Are Eligible CTC - 2.60 Contact 09340458060
Posted 4 weeks ago
5.0 - 9.0 years
0 Lacs
gandhinagar, gujarat
On-site
As a Senior Fund Manager at AJ STOCK AUSTRALIA IFSC PVT LTD in GIFT CITY, GJ, your role will involve overseeing investment portfolios, analyzing market trends, developing investment strategies, and managing assets. You will be responsible for continuous monitoring of market conditions, assessing the performance of investment portfolios, and making informed investment decisions. Additionally, you will collaborate with clients to understand their financial objectives and provide customized investment solutions. Key Responsibilities: - Oversee investment portfolios - Analyze market trends - Develop investment strategies - Manage assets - Monitor market conditions - Assess performance of investm...
Posted 4 weeks ago
2.0 - 6.0 years
0 Lacs
dhule, maharashtra
On-site
Role Overview: You will be working as a Mutual Fund Sales professional at DSP Mutual Fund, located in Pimpri Chinchwad. Your primary responsibility will involve managing client relationships, conducting market research, providing investment advice, and promoting mutual fund products. Additionally, you will be tasked with generating new business opportunities and achieving sales targets. Key Responsibilities: - Manage client relationships effectively - Conduct market research to identify investment opportunities - Provide investment advice to clients - Promote mutual fund products to potential investors - Generate new business opportunities - Achieve sales targets set by the company Qualifica...
Posted 4 weeks ago
3.0 - 7.0 years
0 Lacs
karnataka
On-site
As a Relationship Manager in the banking and investments sector focusing on High Net Worth Individuals (HNI), your primary responsibilities will include: - Managing the banking and investments relationship with clients, aiming for the overall growth of Liabilities & Investment business from the HNI segment. - Leading and supervising a team of Relationship Managers to ensure efficient operations. - Increasing CASA balance in the assigned portfolio through either Deepening or Acquisition of New-To-Bank (NTB) Customers. - Proactively identifying potential problem accounts and devising appropriate risk mitigating strategies. - Handling customer migration between segments, sub-segments, and the H...
Posted 4 weeks ago
0.0 years
0 Lacs
noida, uttar pradesh, india
On-site
Job Overview We are looking for a proactive and results-driven Client Relationship Manager to handle service management for assigned clients and drive business through cross-selling financial products. The role involves ensuring client satisfaction while achieving monthly revenue targets. Key Responsibilities Manage day-to-day service requirements for a portfolio of mapped clients. Build strong relationships to improve client engagement and retention. Cross-sell a range of financial products including insurance, investments, and loans. Achieve monthly revenue and product penetration targets. Coordinate with internal teams to ensure smooth service delivery. About Company: Kabia Investment Man...
Posted 4 weeks ago
0.0 - 4.0 years
0 Lacs
karnataka
On-site
As a Jr Treasury Analyst, your role will involve performing various tasks related to treasury operations. You will be responsible for assisting in cash management activities such as cash forecasting and liquidity management, supporting the treasury team in executing financial transactions and monitoring bank activities, and contributing to the preparation of reports and analysis related to cash flow, financial risk management, and investments. Qualifications required for this role include a Bachelor's degree in Finance, Accounting, or a related field, strong analytical skills with attention to detail, and excellent communication and interpersonal abilities.,
Posted 1 month ago
3.0 - 7.0 years
0 Lacs
ahmedabad, gujarat
On-site
As a Wealth Manager at InCred Wealth, located in Ahmedabad, your role will involve creating and managing investment strategies for clients, conducting financial planning, and providing investment management services. You will be responsible for portfolio monitoring, offering investment advice, building and maintaining client relationships, and ensuring clients meet their financial goals through efficient and effective investment practices. Key Responsibilities: - Create and manage investment strategies for clients - Conduct financial planning and provide investment management services - Monitor portfolios and offer investment advice - Build and maintain client relationships - Ensure clients ...
Posted 1 month ago
3.0 - 15.0 years
0 Lacs
pune, maharashtra
On-site
In this role, you will be utilizing your over 15 years of experience in Wealth Management processes and products, including Deposits, Investments (equities, bonds, OTC, funds), Lending, and vendor risk management. You must have a minimum of 3 years of direct experience in managing global vendors. Your responsibilities will focus on managing service delivery, governance, and change-related activities on a global scale. Collaboration with Front office, Technology, and onsite vendor managers will be crucial to cover end-to-end processes effectively. Key Responsibilities: - Manage service delivery risk and change in alignment with the business vision and strategy. - Oversee service delivery acro...
Posted 1 month ago
5.0 - 7.0 years
0 Lacs
guwahati, assam, india
On-site
Job Requirements Job Description: Private Banker/Partner-First Private- North & East Company Name: IDFC FIRST Bank Job Type: Full-Time Job Category: Retail Banking Department: Retail Banking > Wealth Management > Sales > Private Banking Group Location: Delhi, India IDFC FIRST Bank is seeking a highly motivated and experienced Private Banker/Partner to join our team in the North & East region. As a Private Banker/Partner, you will be responsible for managing and growing a portfolio of high net worth clients, providing them with personalized banking and wealth management solutions. Key Responsibilities Develop and maintain relationships with high net worth clients in the North & East region Un...
Posted 1 month ago
2.0 - 6.0 years
0 Lacs
maharashtra
On-site
Role Overview: As an Investment Analyst (Alternative Investments) at Eqclique in Mumbai, you will be responsible for analyzing investments in various asset classes, including startups, Alternative Investment Funds, Real Estate, Structured Products, and other alternative investment products. Your role will involve conducting financial modeling, managing investment portfolios, and providing valuable insights into investment opportunities. Key Responsibilities: - Analyze investments across different asset classes - Perform financial modeling to assess investment opportunities - Effectively manage investment portfolios - Collaborate with team members to achieve investment goals Qualification Req...
Posted 1 month ago
2.0 - 6.0 years
0 Lacs
indore, madhya pradesh
On-site
Job Description: As a Stock Broker at CapitalVia in Indore, your primary responsibility will be to trade, manage investments, handle finances, provide brokerage services, and engage in stock broking activities on-site. Key Responsibilities: - Direct sales of demat accounts for Axis Securities and margin collection for equity, commodity, and currency - Generate revenue through brokerage - Utilize trading and stock broking skills effectively - Apply investment and finance knowledge to make informed decisions - Leverage experience in broking/advisory services - Demonstrate strong analytical and decision-making abilities Qualifications Required: - Bachelor's degree in Finance, Economics, or a re...
Posted 1 month ago
2.0 - 6.0 years
0 Lacs
nagpur, maharashtra
On-site
As an Equity Dealer at CONNECT STOCKS FINANCIAL SERVICES PVT LTD in Nagpur, your role will involve stock market trading, equity and derivatives trading, managing financial investments, and providing financial advice to clients on a daily basis. Key Responsibilities: - Execute stock market trades - Conduct equity and derivatives trading - Manage financial investments - Provide financial advice to clients regularly Qualifications Required: - Possess stock market and equities trading skills - Have experience in trading and finance - Demonstrate knowledge of investments and portfolio management - Showcase strong analytical and decision-making abilities - Exhibit excellent communication and inter...
Posted 1 month ago
5.0 - 9.0 years
0 Lacs
karnataka
On-site
Role Overview: As the Head of Strategy & Development at Enerparc India, your primary responsibility will be to develop strategies for exploring new business avenues and enhancing business opportunities in the renewable energy industry. You will be required to build an in-depth knowledge of the renewable industry in India and stay updated with the latest developments globally. Additionally, you will be presenting business proposals/plans for new initiatives, driving/leading pilot projects, and exploring possible funding options for the company. Working closely with the Board of Directors to help them achieve the company's vision will also be a key part of your role. Key Responsibilities: - De...
Posted 1 month ago
2.0 - 6.0 years
0 Lacs
chennai, tamil nadu
On-site
You are passionate about finance and eager to make a difference in the world of investments. AssetPlus is searching for a talented Investment Specialist to join their team and embark on an exciting journey towards financial empowerment. **Key Responsibilities:** - Talking to prospective leads to understand their investment needs, risk tolerance, and financial goals. - Engaging with existing clients to provide personalized financial advice and create relationships. - Understanding the financial products available on the platform and explaining them to clients in a simple manner. - Creating customized portfolios based on client requirements. - Generating sales across products for existing clie...
Posted 1 month ago
10.0 - 14.0 years
0 Lacs
maharashtra
On-site
As Vice President of Wealth Management at Crest Finserv Limited (CFL) in Mumbai, your role involves overseeing wealth management services, financial planning, and investment strategies. You will manage client portfolios, provide expert financial advice, and ensure effective implementation of investment plans. Your expertise in Financial Planning, Wealth Management Services, Investments, Finance, and Investment Management will be crucial in developing tailored financial strategies for clients. Continuous monitoring of market trends is essential to provide the best financial solutions. Key Responsibilities: - Oversee wealth management services, financial planning, and investment strategies - M...
Posted 1 month ago
3.0 - 7.0 years
0 Lacs
haryana
On-site
As a Financial Advisor at CoverYou, you will be based in Gurugram and play a crucial role in providing financial planning, retirement planning, investments, and financial advisory services to doctors. Your responsibilities will include analyzing financial information, studying financial plans, and recommending investment strategies tailored to the medical community. Key Responsibilities: - Conduct financial planning and retirement planning for medical professionals - Provide financial advisory services to doctors - Analyze financial information and study financial plans - Recommend investment strategies suitable for doctors Qualification Required: - Prior experience in Investment department ...
Posted 1 month ago
5.0 - 9.0 years
0 Lacs
hyderabad, telangana
On-site
Role Overview: As the Head of Capital Markets at Flipster, your main responsibility will be to oversee financial operations, manage investments, securitization, and provide financial services to optimize the company's capital markets strategies on a daily basis. You will be based in Hyderabad and will play a crucial role in ensuring the smooth functioning of the financial aspects of the platform. Key Responsibilities: - Oversee financial operations and manage investments effectively - Implement securitization strategies to maximize capital markets efficiency - Provide financial services to support and enhance the company's financial goals - Collaborate with the team to develop and execute ca...
Posted 1 month ago
5.0 - 9.0 years
0 Lacs
kerala
On-site
You will be responsible for the following: - Leading and managing the allocated area to develop branches/business operations - Overseeing daily activities to drive business growth - Ensuring operational excellence and upholding compliance standards - Handling loans, investments, customer service, team management, and regulatory compliance to drive profitability Qualifications required: - Highly motivated and experienced individual - Strong leadership and managerial skills - Ability to drive business growth and ensure operational excellence Note: No additional details of the company were mentioned in the job description.,
Posted 1 month ago
3.0 - 7.0 years
0 Lacs
haryana
On-site
As an Associate in Portfolio Management at Investors Clinic Infratech Private Limited, your role will involve managing investment portfolios, conducting financial analysis, trading activities, and providing advisory on investments. You will be responsible for regular monitoring and evaluation of portfolio performance, developing investment strategies, and communicating with clients to understand their financial goals and provide updates on their portfolios. Key Responsibilities: - Manage investment portfolios effectively - Conduct financial analysis to make informed decisions - Execute trading activities as per the investment strategy - Provide advisory services on investments to clients - M...
Posted 1 month ago
3.0 - 7.0 years
0 Lacs
sirsa, haryana
On-site
As a Territory Manager in our company, your role will involve leading and growing a sales team in the BFSI sector. You will be responsible for meeting targets, building client relationships, and driving team performance. Key Responsibilities: - Manage a team of sales executives in BFSI product sales (insurance, loans, or investments) - Plan and achieve monthly and quarterly sales targets - Train and guide team members to improve performance - Build strong relationships with new and existing clients - Monitor daily activities and submit regular reports to leadership - Conduct market research to identify new business opportunities - Ensure the team follows compliance and documentation standard...
Posted 1 month ago
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