253 Investments Jobs - Page 7

Job Description: You will be joining Pune Angels Network, a dynamic platform connecting visionary entrepreneurs with experienced investors to support the growth of innovative startups. Your role as a Wealth Manager in Pune will involve developing and executing financial plans, managing investment portfolios, providing investment advice to clients, and leveraging your expertise in finance and insurance. Your daily responsibilities will include conducting client consultations, reviewing and managing portfolios, performing financial analysis, and collaborating with other financial professionals to ensure client requirements are met. To excel in this role, you should possess strong skills in Fin...

You will be joining Raheja Developers Limited as a Vice President of Human Resources (HR VP), playing a crucial role in overseeing various HR functions at the company's Gurugram location. Your responsibilities will include managing recruitment, employee relations, performance management, and ensuring compliance with labor laws. As an HR VP, you will be expected to develop HR strategies, administer employee benefits, facilitate professional development programs, and foster a positive work environment in line with the company's objectives and principles. To excel in this role, you should possess a background in Finance and Investments, along with knowledge of the Commercial Real Estate and Rea...

Job Description: As a Financial Services Advisor at our company located in Pathanamthitta, you will play a crucial role in providing comprehensive financial planning advice to our clients. Your responsibilities will include offering personalized financial plans, assisting with retirement planning, and providing expert guidance on investments. You will be expected to assess each client's unique financial situation, stay up-to-date on the latest financial regulations and products, and monitor client accounts to ensure their financial goals are met. To excel in this role, you should possess a solid knowledge of Financial Planning, Finance, and Investments. Your skills in Retirement Planning and...

We are Hiring for Bancassurance Officer - Bank Channel Role- 1 -Responsible for assisting Branch Sales 2- Implementing sales and marketing activities within a branch Required 2 year sales Experienced in BFSI Contact 9340458060 No Charges

We are Hiring for Bancassurance Officer - Bank Channel Role- 1 -Responsible for assisting Branch Sales 2- Implementing sales and marketing activities within a branch Required 1 year sales Experienced in BFSI Contact 9340458060 No Charges

We are Hiring for Bancassurance Officer - Bank Channel Eligibility- Graduation Role- 1 -Responsible for assisting Branch Sales 2- Implementing sales and marketing activities within a branch Req 1 year sales in Insurance Contact 9131427672

Job Description: As the Head of Investor Relations at our company, located in Gurugram, you will play a crucial role in handling all aspects of investor relations. Your main responsibilities will include preparing and delivering investor presentations, managing communication with investors, conducting financial analysis, and developing investment strategies. It will be essential for you to collaborate effectively with internal departments to ensure accurate and timely communication of financial performance and strategic initiatives to investors and stakeholders. To excel in this role, you must possess skills in investor presentations and investor relations. Additionally, strong analytical sk...

AYRA CONSULTANCY SERVICES LIMITED is a management consulting company based in Hyderabad, India, specializing in providing expert advice and tailored solutions to enhance business performance. Committed to delivering exceptional service and support to a diverse clientele, we are currently seeking a full-time Equity Advisor for an on-site role in Hyderabad. As an Equity Advisor, you will be responsible for providing investment advice, managing customer portfolios, and executing equity trades. Your role will also involve engaging with clients to understand their financial goals, delivering exceptional customer service, and staying updated with market trends and financial news. The ideal candida...

The ideal candidate for this position should possess a strong working knowledge of Investments and Excel expertise. It is essential to have a basic understanding of investment products. Previous experience in a bank, particularly in back-end operational roles and familiarity with the bank's core banking system, is highly desirable. As a part of the team supporting the product manager for Structured Product Solutions, your responsibilities will include managing various activities such as reconciliation, liaising with Operations and Treasury trading desks, tracking product maturity and auto calls, preparing product term sheets, and monitoring MIS. The role will also involve working with bonds,...

The Electric Asset Mapping Specialist position is a full-time on-site role located in Uttrakhand. As the specialist, you will be responsible for identifying, cataloging, and mapping electrical assets on a daily basis. Your primary tasks will include analyzing data, creating detailed reports, coordinating with other teams, and ensuring the accuracy of asset information. Additionally, you will be in charge of maintaining records and monitoring equipment conditions. To excel in this role, you should possess strong analytical skills for data evaluation and problem-solving. Excellent communication skills are essential for effective coordination and reporting. A background in Finance, Investments,...

You will have the opportunity to join a leading global investment management firm in Hyderabad as a mid-senior Compliance professional. This role is suited for individuals with a PQE of 8-12 years and a strong background in Global Regulatory Filings such as Form PF, Form CPO-PQR. Your responsibilities will include Compliance Monitoring and Oversight within the Investments and Financial Services sector. If you have extensive experience in this field and are looking for a new challenge, we encourage you to reach out to nilasha@vahura.com and utkarsh@vahura.com for a confidential discussion.,

Role & responsibilities a. Investments: - Proactively source investment opportunities by building relationships within the startup ecosystem, including founders, incubators, and accelerators. - Assist in evaluating potential new investments in a wide variety of sectors (both stand along and strategic for the group) such as AI, Big Data, ML, Med-tech, Biotech, High-tech among others (Investments could be both in listed and unlisted stock, directly or indirectly (through funds), in India or overseas) - Assist in compiling investment memos, financial models, and other deal related material to make an informed investment recommendation. - Assist in arriving at the valuation of the prospective in...

Maximize sales performance to achieve given revenue targets of the branch and zone through liability products [Current /Savings /Term deposits], wealth management products and asset related products(secured, unsecured) Ensure effective Relationship Management by monitoring the movement of the top customers of the branch, devise and implement a customer acquisition and retention programme. Improve product per customer holding. Device strategies to counter competition and maximize market share in the Catchment area of the branch, by below the line activities and promotions. Provide support for new product launches, and champion new sales initiatives Collaborate with Segment to facilitate up- s...

As a Team Head of Wealth Management at Ingenetus, your role will involve leading and managing a team of Wealth Managers in New Delhi. You will be responsible for developing and implementing tailored wealth management strategies to meet the financial needs and goals of our diverse client base, which includes high net-worth individuals, retail clients, corporate houses, and financial institutions. Your day-to-day tasks will include overseeing portfolio management, providing investment advice, and ensuring compliance with financial regulations. You will collaborate with investment experts, financial planners, and tax experts to deliver high-quality and personalized services to our clients. Your...

Are you passionate about Sales & Marketing of Investment services, particularly in the domain of Stocks, Mutual Funds & related Investments Do you hold an MBA in Marketing & Finance or equivalent qualification If yes, then we invite you to join PA Wealth, where learning meets growth, offering exciting opportunities for professional development and financial success. At PA Wealth, we are dedicated to providing specialized services in Sales & Marketing of Investment products, with a focus on Leads conversion. As a member of our team, you will have the chance to immerse yourself in the dynamic world of investments and learn how they can create substantial wealth for investors. If you are enthus...

You should have over 15 years of experience in Wealth Management processes and products such as Deposits, Investments (equities, bonds, OTC, funds), Lending, and vendor risk management. It is essential to have at least 3 years of direct experience in managing global vendors. In this role, you will be working on service delivery, governance, and change-related activities on a global scale. You will collaborate closely with Front office, Technology, and onsite vendor managers to cover end-to-end processes. Your responsibilities will include managing service delivery risk and change in alignment with the business vision and strategy. You will be tasked with overseeing service delivery across mu...

As a global recognized leader in Financial & Technology, we have established offices in New York, Hong Kong, Hyderabad (India), Kansas City, London, and Silicon Valley. In our journey of expansion, we are currently looking for a dynamic and resourceful candidate to join our Acquisitions and Finance team. As an Analyst/Senior Analyst within the Renewable Investments team, you will play a crucial role in collaborating with teams in the U.S. and Hyderabad. Your main responsibilities will revolve around constructing financial models for new M&A opportunities and Power Purchase Agreement (PPA) bids. Furthermore, you will be involved in analyzing project returns, evaluating the impact on project r...

The role offers exciting opportunities for professional development and financial success in the field of Sales & marketing of Investment services, Leads generation & conversion, and Business Development. The ideal candidate should hold an MBA in Marketing & Finance or equivalent, along with a minimum of 3-4 years of relevant experience. PA Wealth provides a platform for individuals who are passionate about building a career in Stocks, Mutual Funds, and related Investments. The company is dedicated to educating its employees on how investments can create significant wealth for investors, aligning with their investment philosophy. They are looking for candidates who are committed to becoming ...

As an Accountant, you will be responsible for recording all transactions accurately and reconciling accounts. Additionally, you will prepare balance sheets, income statements, and other financial reports to provide insights into the company's financial health. Your role will involve performing cost and general ledger analysis, identifying financial discrepancies, and completing tax audits to ensure compliance with regulations. Moreover, you will play a crucial role in managing budgets, cash flows, and guiding investments, mergers, and acquisitions. You will be required to create and implement new accounting systems to streamline financial processes and provide valuable financial advice to th...

The ideal candidate for the position should be a Graduate with CAIIB, with additional qualifications such as CA, ICWA, or MBA being desirable. The candidate should possess a minimum of 15 years of Senior Management experience in a Commercial or Cooperative Bank, demonstrating a successful track record of handling functional responsibilities independently at the pan bank level. As the President/Chief Executive Officer, the primary responsibility will be to provide strategic and administrative direction in all functions of the organization, including but not limited to accounting, ALM, Business Development, Compliance, Facility Management, Finance, Human Resource, Investments, Marketing, Opera...

As a Technical Sales Engineer at Maier Vidorno Altios, you will be responsible for selling technical products or services to clients in Kolkata. Your main duties will include providing technical solutions, maintaining customer relationships, and preparing sales presentations. You will work closely with the Senior Manager to develop and implement sales strategies, seek out new business leads, and manage relationships with customers. To qualify for this role, you should have a BTECH/BE/DIPLOMA qualification and at least 3-4 years of working experience. Fluency in English and Hindi is required. Additionally, you should possess strong technical sales skills, commercial awareness, and be willing ...

As a Senior Financial Advisor at UWC Wealth Management, a trusted financial planning and advisory firm since 2008, you will play a crucial role in enriching the lives of individuals and families through the power of investing. Your responsibilities will include developing and implementing personalized financial plans, advising clients on investments, and providing strategies for investment and retirement planning. You will be expected to demonstrate proficiency in Financial Planning, Finance, and Financial Advisory, along with expertise in Investments and Retirement Planning. Strong analytical and problem-solving skills are essential for this role, as well as excellent written and verbal com...

The job involves direct customer service and sales to existing Max Life Insurance customers through relationship building. Customer leads will be provided by the company. The key responsibilities include driving revenue through cross-sell and up-sell opportunities, focusing on lead to conversion ratio, exceeding revenue and collection targets, conducting competition analysis, fixing self-appointments daily from the customer database, timely resolution of service requests, driving renewal collection, ensuring customer retention, establishing and strengthening relationships with customers, and providing financial planning assistance based on customer financial goals. Success in this role will ...

As a Private Banker/Partner at IDFC FIRST Bank in the North & East region, you will have the exciting opportunity to manage and grow a portfolio of high net worth clients by providing them with personalized banking and wealth management solutions. You will play a crucial role in understanding clients" financial goals and tailoring customized solutions to meet their needs. Your key responsibilities will include developing and maintaining relationships with high net worth clients, cross-selling various banking products and services such as loans, investments, and insurance, and acting as a trusted advisor by providing regular updates on market trends and investment opportunities. Collaboration...

As a Treasury Operations Specialist, you are expected to demonstrate in-depth knowledge of treasury products, processes, and systems. You should have a robust understanding of various treasury products, including Foreign Exchange (FX), Investments, and Derivatives. This includes familiarity with FX contract types such as spot, forward contracts, swaps, and options. You should also be well-versed in managing treasury processes like cash flow forecasting, liquidity management, and settlement mechanisms. Your expertise should extend to handling Foreign Exchange Contracts, including a solid grasp of regulatory requirements and risk management practices associated with forex contracts. You should...