426 Investments Jobs - Page 7

As a Financial Advisor at Wealth Redefine Financial Services LLP, your role will involve providing financial planning services, offering Mutual Funds advisory, calling leads on a daily basis, developing retirement plans, and giving comprehensive financial advice. You will work closely with clients to create personalized investment strategies and ensure client satisfaction through regular follow-ups and detailed financial assessments of Mutual Funds. Key Responsibilities: - Provide financial planning services - Offer Mutual Funds advisory - Call leads daily - Develop retirement plans - Give comprehensive financial advice - Craft personalized investment strategies - Ensure client satisfaction ...

As a Financial Advisor at Mahar Investments, your role will involve developing personalized financial plans, advising clients on investments, retirement planning, and overall financial strategies. You will be based in Ajmer and will play a crucial part in supporting clients" financial goals through strategic advisory services. Key Responsibilities: - Develop personalized financial plans for clients - Advise clients on investments and retirement planning - Analyze financial data and make investment recommendations - Monitor clients" financial portfolios to ensure alignment with their goals - Meet with clients regularly to review their financial situation Qualifications: - Possess skills in Fi...

Role Overview: As an Investment Director at Vivaran Creations, you will play a crucial role in managing investment portfolios and developing strategic investment strategies. Your responsibilities will include analyzing financial data, making informed investment decisions, and collaborating with the executive management team to align investment choices with company objectives. You will be based in Hyderabad for this full-time on-site position. Key Responsibilities: - Manage investment portfolios effectively - Develop and execute investment strategies - Analyze financial data to make informed decisions - Monitor market trends and conduct investment research - Collaborate with the executive man...

Job Requirements Job Description: Relationship Manager-First Wealth Pipeline Job Type: Full-Time Job Category: Retail Banking Department: Retail Banking > Branch Banking > Branch > Relationship Management Location: Punjab, India IDFC FIRST Bank is seeking a highly motivated and experienced Relationship Manager to join our Retail Banking team in Punjab, India. As a Relationship Manager-First Wealth Pipeline, you will be responsible for managing and growing a portfolio of high net worth clients, providing them with personalized financial solutions and building long-term relationships. Key Responsibilities Identify and acquire new high net worth clients through various channels such as referral...

kgisl is looking for Junior Associate Or Associate - Associate to join our dynamic team and embark on a rewarding career journey Perform associate-level tasks in assigned domain Collaborate on case files or business analysis Contribute to team goals and documentation Adapt role based on seniority and performance

As a Vice President of Institutional Sales at Arihant Capital Markets Limited, your role will involve driving institutional sales activities, managing relationships with institutional investors, and offering investment solutions. You will be based in Mumbai and responsible for developing and executing sales strategies, overseeing alternative and institutional investment portfolios, and working closely with clients to meet their investment needs. Key Responsibilities: - Drive institutional sales activities - Manage relationships with institutional investors - Offer investment solutions - Develop and execute sales strategies - Oversee alternative and institutional investment portfolios - Work ...

Role Overview: As a Real Estate Investment Specialist at PropNinja Consulting Pvt. Ltd., located in Bengaluru, your primary responsibility will be to conduct due diligence, analyze investment opportunities, and manage real estate transactions. You will play a crucial role in assessing properties, preparing investment proposals, nurturing client relationships, and offering expert advice on real estate investments. Key Responsibilities: - Conduct due diligence on potential real estate investment opportunities - Analyze property values and market trends to identify lucrative investment options - Prepare detailed investment proposals for clients - Manage client relationships and provide personal...

As a member of the InCred Capital technology team, your role will involve helping the Service and Operations team automate their processes and enhance overall efficiency in conducting business. Your primary responsibility will be to facilitate the scaling of the business by eliminating manual processes. Key Responsibilities: - CRM setup and administration: Collaborate with business users to comprehend their requirements and implement them on the CRM platform. You will need a profound understanding of the CRM product and work closely with the CRM vendor and our implementation partner. - Robotic Process Automation: Identify automation opportunities with the Operations team, map processes to RP...

Company Description Mint Capital, an esteemed partner of Angel One Ltd, offers a wide range of financial solutions aimed at empowering and educating investors. We specialize in providing insights on stock markets, commodities, mutual funds, bonds, and insurance to help secure your financial future. At Mint Capital, we believe in making finance accessible for both seasoned investors and beginners. Our mission is to guide our clients with the latest trends, investment strategies, and personalized advice for financial growth and empowerment. Role Description This is a full-time, on-site role for an Insurance Financial Advisor located in Jabalpur. The Insurance Financial Advisor will be responsi...

As an Asset Management professional at Goldman Sachs, you will have the opportunity to work with traditional and alternative investments, catering to clients worldwide. With a focus on long-term performance, the firm offers investment and advisory services to leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals. The firm oversees assets worth more than $2 trillion, emphasizing integrity, transparency, and a diverse team dedicated to client success. Your responsibilities in this role will include: - Coordinating with borrowers and guarantors to ensure compliance with reporting requirements - Analyzing property-level f...

Role Overview: As an Investment Analyst at CapitalOven, your primary responsibility will involve analyzing potential investments, conducting financial modeling, managing investment portfolios, and providing strategic recommendations. You will have the opportunity to work hands-on with visionary founders to help turn bold ideas into successful businesses, from Seed to Series A. Your day-to-day tasks will include evaluating financial data, creating detailed reports, performing market research, and supporting the investment team in making informed decisions. Key Responsibilities: - Analyzing potential investments to assess their viability - Conducting financial modeling to evaluate investment o...

Dear Candidate, Were Hiring: Relationship Manager HNI Client Handling | Leading Private Bank Position: Relationship Manager Grade: AM/DM Experience Required: 2+ Years in CASA, Relationship Management & Portfolio Handling Location: Delhi/NCR, Pune, Chennai, Bangalore Role Overview: We are looking for an experienced Relationship Manager (Branch Banking) portfolios management for a reputed private sector bank . The ideal candidate will be responsible for delivering customized financial solutions, growing the liability and investment book. Key Responsibilities: 1 Portfolio Management regularly contacting and meeting portfolio clients. Profiling the clients and cross selling various products 2 A ...

Role Overview: You will be joining SRI SLN PROPERTIES, a well-known name in the Real estate industry in the Telugu states, focusing on open plots in HMDA & DTCP Projects situated along various highways. As a full-time Property Advisor based in Hyderabad, your responsibilities will include managing property investments, delivering exceptional customer service, handling property management duties, and supervising the financial aspects of property transactions. Key Responsibilities: - Manage property investments effectively - Deliver exceptional customer service to clients - Handle property management duties efficiently - Supervise the financial aspects of property transactions Qualifications R...

Role Overview: As a Sales Investments professional at Amarnath Securities Ltd. in Mumbai, your primary responsibility will be to identify and analyze investment opportunities, manage investment portfolios, develop and implement investment strategies, and maintain client relationships. Your role will involve conducting market research, preparing financial reports, and providing investment recommendations to clients on a daily basis. Key Responsibilities: - Identify and analyze investment opportunities - Manage investment portfolios - Develop and implement investment strategies - Maintain client relationships - Conduct market research - Prepare financial reports - Provide investment recommenda...

You will be joining BAM Media Max, a leading agency established in 2019, specializing in Branding, Advertising, and Marketing consulting. Our agency combines research, strategy, and design to deliver comprehensive solutions to a diverse range of clients, from established corporations to innovative startups. With over 100 branding projects completed, our unique approach integrates strategic value with exceptional design, distinguishing us in the branding industry. - Oversee investment activities in a full-time hybrid role based in Coimbatore - Develop and execute investment strategies - Analyze financial data and manage investment portfolios - Identify investment opportunities and drive finan...

As a Relationship Manager at a Leading Pvt Bank in Gujarat, your primary responsibility will be to increase the Liability book and Investment AUM portfolio size by deepening existing relationships and acquiring new clients. You will be expected to generate revenue through cross-selling business banking and wealth products such as Trade Forex, Insurance, Investments, and Retail Assets. Acquiring Potential Insignia Clients and managing both business and individual (resident and NRI) clients will be key aspects of your role. Key Responsibilities: - Increase the Liability book and Investment AUM portfolio size by deepening existing relationships and acquiring new clients. - Generate revenue thro...

As a candidate for this role, your responsibilities will include: - Transaction processing and settlement of investments in Bonds, Commercial Paper, and Certificate of Deposits - Involvement in regulatory reporting, MIS preparation, and submissions for borrowing, lending, and investments - Verification and settlement of equity trades, tracking dividends, and handling accounting tasks - Processing and settling PTC and SR transactions - Timely reporting of various MIS to internal stakeholders and tracking funds flow to RTGS teams - Processing, settlement, and documentation of borrowing and lending trades such as Refinance, IBPC, RIDF Deposits, and BRDS - Handling equity processing tasks includ...

You will be joining SMC Global Securities Ltd., an investment banking company based in New Delhi, India, renowned for its comprehensive financial services. At SMC Global, the focus is on providing clients with various investment and trading options while prioritizing the development of trusted relationships and offering innovative solutions in the financial sector. - Execute trades on behalf of clients - Monitor stock market trends - Manage client portfolios - Offer market insights - Analyze investment opportunities - Ensure compliance with trading regulations To excel in this role, you should possess: - Experience in the stock market and trading - Solid understanding of equities and investm...

Role Overview: As a Wealth Management Associate, your primary responsibility will be to support the Wealth Manager and clients in implementing investment strategies and managing financial activities. You will play a crucial role in managing client relationships, addressing inquiries, and staying updated on market trends. To excel in this role, you will need to have a strong understanding of financial products, investments, and the ability to analyze intricate financial data. Building strong client rapport and demonstrating meticulous attention to detail will be key to your success. Key Responsibilities: - Conduct research on market trends and collaborate with the Wealth Manager to develop in...

Company Description KYNG Capital Management is a Portfolio Management Company known for its rational and simplified investment decisions. We defy conventional market consensus and perform uniquely in the investment space. Our approach in selecting and managing portfolios reflects innovation and a clear strategy aimed at achieving optimal performance for our clients. Role Description This is a full-time, on-site role based in Chennai for a Business Development professional specializing in Portfolio Management at KYNG Capital Management. The successful candidate will be responsible for identifying potential investment opportunities, developing client relationships, supporting portfolio managem...

As an Institutional Sales - Manager/Sr. Manager/AVP at a leading Mutual Fund Company in Bangalore/Delhi, your role involves managing and expanding institutional sales for mutual fund products. This includes building and nurturing relationships with institutional clients, providing expert financial advice, offering investment solutions, and ensuring top-notch customer service. Your daily tasks will revolve around meeting clients, understanding their investment needs, and proposing suitable solutions aligned with their financial goals. Key Responsibilities: - Manage and expand institutional sales for mutual fund products - Build and nurture relationships with institutional clients - Offer expe...

Role Overview: 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...

As a Money Coach at Lxme, you will play a crucial role in educating, inspiring, and supporting women to manage their finances effectively. Your responsibilities will include: - Hosting engaging presentations, live sessions, webinars, and events on various personal financial topics like investments, budgeting, insurance, debt, and tax planning. - Researching and developing financial content such as blogs, guides, and interactive tools to simplify complex concepts and facilitate effective financial planning. - Actively engaging with the LXME community by providing empathetic responses to queries and creating a supportive, problem-solving environment. - Staying updated on investment products, m...

As Head Corporate Finance & Investments at our company, you will play a crucial role in driving our financial growth, investment strategy, and fundraising efforts for the upcoming expansion phase. **Key Responsibilities:** - Lead fundraising & corporate finance activities encompassing equity, debt, and strategic partnerships. - Oversee financial planning, analysis, and forecasting to facilitate informed business decisions. - Manage treasury & investment portfolios with a focus on maximizing returns. - Support M&A and strategic investment opportunities by conducting valuation and due diligence. - Ensure adherence to risk management, governance, and compliance with financial regulations. - Pre...

As an Institutional Sales - Manager/Sr. Manager/AVP at a leading Mutual Fund Company in Bangalore/Delhi, your role is pivotal in managing and expanding institutional sales for mutual fund products. Your key responsibilities include: - Building and nurturing relationships with institutional clients - Offering expert financial advice and investment solutions - Ensuring top-notch customer service - Meeting with clients to understand their investment requirements - Proposing appropriate solutions aligned with their financial objectives To succeed in this position, you must possess: - Institutional Sales and Sales skills - Strong understanding of Finance and Investments - Excellent communication ...