253 Investments Jobs - Page 6

As a Financial Consultant at our company located in Howrah, you will play a crucial role in delivering comprehensive financial planning, investment advice, and retirement planning services to our valued clients. Your responsibilities will include analyzing the financial status of clients, crafting customized financial plans, staying updated on market trends, and recommending appropriate financial products to meet their needs. Building and nurturing long-term relationships with clients and ensuring adherence to financial regulations will also be key aspects of your role. To excel in this position, you should bring a solid background in Financial Planning and Finance, coupled with a deep under...

As a full-time Accountant at FIS, you will play a crucial role in ensuring the accurate delivery of accounting/investment related services for strategic clients. Your responsibilities will include transaction posting, asset and cash reconciliation, report generation, and resolving outstanding queries for the assigned client database. You will serve as the primary processing agent and maintain a positive and consistent relationship with clients to support problem resolution and ensure client retention. Working within the Investments BPaaS team, you will provide accounting and reconciliation services for Insurance companies in compliance with NAIC regulations. This will involve transaction pos...

You will be working as a Portfolio Manager in Moradabad on a full-time on-site basis. Your primary responsibilities will include managing and optimizing investment portfolios, analyzing financial data, conducting market research, making trading decisions, and regularly evaluating portfolio performance. Additionally, you will be involved in developing investment strategies, offering financial advice to clients, and ensuring adherence to financial regulations. To excel in this role, you should possess strong analytical skills and proficiency in finance, along with prior experience in portfolio management and investments. Knowledge and experience in trading are essential, as well as excellent d...

The Portfolio Manager-Real Estate position in Mumbai with the Wealth Management Portfolio Management team involves overseeing lending services for the structured loan portfolio of the WM division, catering to High Net Worth / Ultra High Net Worth clients globally. The role focuses on managing a team to support the real estate lending portfolio, which includes residential and commercial real estate, as well as other collateral types like shares, art, and aircraft. The position requires ensuring high-quality assessment, monitoring, and maintenance of a diverse loan book with complex collateral types. The Team Lead will be responsible for managing an analyst and reporting team to support real e...

As a SEBI-registered mutual fund distribution firm dedicated to assisting individuals and families in achieving their financial objectives, we prioritize a client-centric strategy by providing tailored investment solutions across various mutual fund schemes and financial products. By becoming a part of our expanding team, you will contribute to a reputable financial advisory network. Your primary responsibilities will include acquiring and managing clients for Financial Market Investments. This involves comprehending investor requirements and suggesting suitable mutual fund schemes, conducting regular portfolio assessments to ensure client engagement, and staying informed about industry tren...

You will be working as a Mutual Fund Representative at Urmison Wealth Solution in Ranchi. Your primary responsibility will be to manage and provide guidance to clients regarding mutual funds and other investment opportunities. Your daily tasks will include maintaining portfolios, delivering excellent customer service, and conducting detailed financial analysis to assist clients in making informed decisions. Building strong relationships with clients, understanding their financial objectives, and recommending suitable investment strategies will be key aspects of your role. To excel in this position, you should possess experience in Investments, Finance, and Mutual Funds. Strong interpersonal ...

As a Fund Manager / Professional Trader at our company located in Dhanbad, you will be responsible for managing investment portfolios, conducting financial analysis, and making informed decisions on investment strategies. Your day-to-day tasks will involve monitoring market trends, analyzing financial statements, evaluating investment opportunities, and trading equities. It is essential to maintain up-to-date knowledge of financial markets and collaborate closely with the investment team to optimize portfolio performance. To excel in this role, you should possess analytical skills to assess financial data and market trends, along with experience in Investments and Investment Management. A st...

You will be working as a full-time Financial Advisor at R&V Teleperformance Pvt Ltd, situated in Lucknow. Your primary responsibilities will include offering expert financial guidance to clients regarding financial planning, retirement planning, and investment management. You will be tasked with creating customized financial plans, conducting regular reviews of financial goals, keeping abreast of the latest trends and regulations in the financial industry, and meeting with clients to understand their financial objectives while presenting suitable options. To excel in this role, you should possess expertise in Financial Planning and Financial Advisory, proficiency in Investments and portfolio...

This job is with HP, an inclusive employer and a member of myGwork the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Financial Analyst 1 Description - Job Summary This role is responsible for supporting financial management by analyzing, reporting, and reconciling financial and operational results, identifying and researching variances to plans, and providing recommendations to key stakeholders. The role engages in budgeting and forecasting processes while ensuring reporting compliance. The role supports priority projects and maintains strong relationships with internal stakeholders. Responsibilities Performs data extraction as well ...

As a Mutual Fund Sales professional at Money Lancer Investment Pvt Ltd., you will be responsible for engaging with clients to analyze their investment needs, providing guidance on mutual funds, communicating investment strategies, and facilitating investment transactions. With a robust portfolio exceeding 300 Crore rupees in Assets Under Management, Money Lancer is committed to financial excellence and offers diversified verticals across Mutual Funds, Insurance, Broking, Fixed Income, Property, Loans, and other allied products. To excel in this role, you should possess analytical skills, experience in Mutual Funds, excellent communication skills, and a Bachelor's degree in Finance, Economics...

Build and maintain strong client relationships in the banking sector Provide financial advisory and customized banking solutions Identify cross-selling and up-selling opportunities for banking products Assist clients in loan applications, investments, and account management Ensure compliance with banking regulations and risk assessments Achieve sales targets and enhance customer satisfaction

Your role will be part of a Treasury Capability team responsible for managing the APAC Treasury activities for various Global Corporate subsidiaries of Koch Industries Inc. You will support the Treasury Manager in overseeing day-to-day cash management and Treasury operations in India, within a dynamic environment focused on value creation. Your responsibilities will include managing cash, investments, and foreign exchange for business operations in India, with potential support for other regions. You will collaborate with Koch's bank group to select the optimal mix of cash management providers, FX desks, and investment desks. Enhancing controls throughout the process, building strong relatio...

You will be joining Alpha Real Estate Advisory Group (AREAG) as an HNI Investment Advisor in Real Estate. In this full-time on-site role, your main responsibility will be to cater to the investment needs of high net-worth clients. You will be tasked with optimizing their real estate portfolios, overseeing transactions, and providing investment advice and financial planning services. Your role will also involve executing investment strategies to ensure that client objectives are met effectively. To excel in this position, you should possess a strong background in Financial Planning, Investments, and Investment Strategies. Your expertise in Finance and Customer Service will be crucial in build...

Company Description Tradebulls Securities (P) Limited is a leading broking house with over 2 lakh clients, 2000 business partners, and 1000 employees. Specializing in Equity, Currency, Commodity Trading, Derivatives, and Mutual Funds, Tradebulls offers a wide array of financial services including IPOs, Personal Loans, Insurance, Portfolio Management, Online Trading, and Depository Services. With one of the largest pools of research and advisory professionals, the company provides both fundamental and AI-based research reports to clients. Based in multiple major cities in India, Tradebulls aims to simplify trading and empower traders through educational initiatives like their MarketBloopers s...

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 rep...

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 rep...

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 rep...

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 the General Manager - Account & Finance at our company located in Andheri, you will be responsible for overseeing the accounting, finance, and general management functions. You will be working for 5 days a week in the Jewellery, Gems, Silver, and Gold industry with a salary range of 30LPA to 35LPA. In the accounting domain, your key responsibilities will include preparing and presenting financial statements, budgets, and forecasts. You will ensure compliance with accounting standards and regulatory requirements. Additionally, you will analyze financial data to provide insights for business decisions, identifying opportunities for cost savings and process improvements. Within the finance r...

As an Investment Associate, you will play a key role in supporting research, documentation, coordination, and overall investment outreach activities. This position is well-suited for early-career professionals who are enthusiastic about fundraising and investments. Your responsibilities will include researching funding institutions and potential investors, maintaining investor databases and engagement logs, assisting in the preparation of proposals, investment decks, and reports, following up on communication with leads and partners, as well as providing support in meetings, logistics, and documentation. To excel in this role, you should ideally possess 1-2 years of experience in finance or ...

You will be working as a Mutual Fund Specialist at Dot Media, located in Mumbai. Your role will involve analyzing, managing, and communicating financial information related to mutual funds and investments on a daily basis. Your primary responsibilities will include providing advice to clients on financial planning, investment planning, insurance, and other areas to help them achieve their financial goals. Additionally, you will be expected to prepare financial plans for clients, meet business targets, and focus on client retention goals. As a Mutual Fund Specialist, you will be required to answer client questions, address their concerns, regularly review their portfolios, and maintain contin...

As a Lifestyle Financial Planner at Attivo, you will have the opportunity to work with a privately owned company that prioritizes the best interests of its clients and employees. Our transparent, open, and honest approach fosters trust with clients and helps them gain financial confidence. Your role will involve providing high-quality tax and Lifestyle Financial Planning services to clients, building strong client relationships, and maximizing new business opportunities while retaining existing clients. You will represent Attivo as an ambassador, embodying the company's core values and behaviors. A key aspect of the role is managing an existing client bank, with most interactions being virtu...

Market Mantra Chronicles is a leading finance company based in Mumbai and Jalgaon, offering expertise in investments, financial planning, mutual funds, stocks, and insurance solutions tailored to individual financial goals. With a diverse client base spanning major cities in India and globally, we provide personalized strategies to help clients achieve their financial aspirations. Our dedicated team is committed to guiding clients towards financial success. We are currently seeking a full-time Sales Executive for our Thane office in Mumbai. The Sales Executive will play a key role in identifying potential clients, managing client relationships, and driving sales of our financial products, wh...

As a Wealth Manager at WorldoTalent, you will be responsible for financial planning, investment management, investments, finance, and insurance in day-to-day tasks. Your role will involve utilizing your Financial Planning and Investment Management skills, along with your Experience in Investments and Finance. Your Knowledge of Insurance will be crucial in effectively managing the financial portfolios. To excel in this role, you must possess strong analytical and problem-solving skills. Your ability to communicate effectively and interact well with others is essential. A Bachelor's degree in Finance, Economics, or a related field will provide you with the foundational knowledge required to su...

As a Treasury Manager for the RIL Joint Venture with SIBUR, your primary responsibility will be to oversee all treasury activities related to the partnership. This includes managing cash flows, investments, forex, and working capital of the JV company. You will be required to provide 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 role, you will be expected to liaise with bankers, rating agencies, legal experts, and consultants to ensure smooth financial operations. You will also be responsible for preparing monthly reports on Financial Performance...