253 Investments Jobs - Page 8

You are a fast growing real estate and construction projects company, currently seeking a senior Sales Manager for your new upcoming hospitality project in Jaipur. As the Relationship Manager- Investments/Wealth Management, you will be the key interface with potential investors, responsible for acquiring and managing High Net Worth relationships. Your role involves delivering top-notch services, establishing strong connections, and designing tailored investment plans. To excel in this position, you should have prior experience in Private banking, wealth management, Real Estate, luxury hospitality, or SLB based companies. You must be adept at handling clients with a minimum investment capacit...

You will be working as a Wealth Manager - Real Estate Sales at myfollo.com, a technology brand of Valion P.R.E.F.O. that aims to revolutionize the Real Estate Advisory and Transactions business through its "Aggregate, Control & Transact" model. With a decade of experience, Valion P.R.E.F.O. has established itself as a trusted partner to numerous companies and families in India and Singapore. As a Wealth Manager, your responsibilities will include financial planning, investment management, and overseeing real estate transactions. Your daily tasks will involve interacting with clients to comprehend their financial objectives, providing guidance on investment strategies, conducting financial an...

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. To ensure client satisfaction and retention, you will need to focus on increasing product penetration, creating exit barriers, and cross-selling multiple products to each c...

The responsibilities for this role include transaction processing and settlement of investments in Bonds, Commercial Paper, and Certificate of Deposits. You will also be involved in regulatory reporting, MIS preparation, and submissions for borrowing, lending, and investments. Additionally, you will verify and settle equity trades, track dividends, and handle accounting tasks. Processing and settling PTC and SR transactions will also be part of your duties. You will be responsible for timely reporting of various MIS to internal stakeholders and tracking funds flow to RTGS teams. The role also involves processing, settlement, and documentation of borrowing and lending trades such as Refinance...

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, we focus on providing our clients with various investment and trading options while prioritizing the development of trusted relationships and offering innovative solutions in the financial sector. As an Equity Dealer in Bhopal, your role will be full-time and based on-site. Your primary responsibilities will include executing trades on behalf of clients, monitoring stock market trends, and managing client portfolios. Additionally, you will be expected to offer market insights, analyze investment opportunities, and ensure co...

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...

This is a full-time on-site role for a Fund Manager at BMG Capital LLP, located in Bengaluru. As the Fund Manager, you will be responsible for various key aspects of fund management including fundraising, investment management, portfolio & risk oversight, investor relations, compliance & reporting. In terms of fundraising, you will be required to raise capital from High Net Worth Individuals (HNIs), family offices, and institutions. This will involve conducting investor meetings, due diligence, and onboarding processes to ensure successful capital acquisition. Regarding investment management, your role will involve defining and executing the fund's investment strategy. You will need to sourc...

This is a full-time on-site role for a Wealth Advisor located in Ahmedabad. As a Wealth Advisor, you will be responsible for handling relationships with existing clients and building new client connections. Your primary duties will involve implementing financial planning strategies for clients, with a focus on retirement planning and investment management. Your role will also include managing client portfolios, providing wealth management services, and reviewing and adapting plans based on clients" evolving needs and circumstances. To excel in this role, you should have experience in Investments and Wealth Management Services. Additionally, a strong knowledge of Finance principles and practi...

The Mutual Fund Specialist position is a full-time on-site role located in Panipat. As a Mutual Fund Specialist, you will be responsible for daily monitoring and analysis of mutual fund portfolios. Your duties will include providing investment recommendations, maintaining comprehensive records of client accounts, and engaging in regular communication with clients. Additionally, you will be required to provide detailed reports on client investments. To excel in this role, you should possess a strong understanding and experience in Mutual Funds and Investments. Excellent analytical skills and finance knowledge are essential for this position. Effective communication skills, both written and ve...

The role is responsible for handling GM-Treasury & Insurance. You will be involved in various aspects such as Debt issuance, refinancing, Risk management, Compliances, Banking relationships, Forex Hedging, Investments & Credit Rating. Your responsibilities will include Fund Raising through bank loans, CPs, NCDs, managing relationships with Banks, Mutual Funds, Credit Rating Agencies & Auditors, setting up Funding Limits and Utilization, managing Investments in line with Investment Policy, managing Forex Risk including hedging currency risk, suggesting Policy level changes when required, driving Automation and Innovation in Treasury, ensuring Treasury Compliance both Internal & Regulatory, an...

You will join BAM Media Max, a leading agency specializing in Branding, Advertising, and Marketing consulting. Established in 2019, we have completed over 100 branding projects, collaborating with a diverse range of clients from established corporations to innovative startups. Our unique approach combines research, strategy, and design to deliver comprehensive solutions that set us apart in the branding industry. As a Co-director with expertise in investment, you will be responsible for overseeing investment activities, developing and executing investment strategies, analyzing financial data, and managing investment portfolios. Based in Coimbatore, this full-time hybrid role will require you...

We are Hiring for Bancassurance Officer - Bank Channel Eligibility- Graduation Role- 1 -Responsible for assisting Branch Sales 2- Implementing sales activities within a branch Req 1 year sales in Life Insurance No charges Contact 9131427672

Do you enjoy simplifying financial concepts and empowering others to take control of their finances with confidence Lxme is seeking a Money Coach to educate, inspire, and support women in managing their money effectively. As Indias first financial platform for women, Lxme aims to empower financially fearless women to achieve their dreams and aspirations through financial learning, lending, and investment options. Your role as a Money Coach at Lxme will involve hosting engaging presentations, live sessions, webinars, and events on various personal financial topics such as investments, budgeting, insurance, debt, and tax planning. You will also be responsible for researching and developing fin...

The Sales Investments professional role at Amarnath Securities Ltd. in Mumbai is a full-time on-site position. Your main responsibilities will include identifying and analyzing investment opportunities, managing investment portfolios, developing and implementing investment strategies, and maintaining client relationships. You will be expected to conduct market research, prepare financial reports, and provide investment recommendations to clients on a daily basis. To excel in this role, you should possess strong analytical skills and have proficiency in finance. Prior experience in investments and investment management is essential, along with expertise in developing and implementing investme...

The role of Financial Advisor in Allahabad is a full-time on-site position that involves providing financial planning and advice to clients. Your primary responsibility will be to assist clients in achieving their financial objectives by assessing their financial situations, creating personalized financial plans, and offering guidance on investments, retirement planning, and other financial services. To excel in this role, you should have experience in Financial Planning and Finance, possess skills in Investments and Financial Advisory, and be capable of delivering Retirement Planning services. Strong analytical and problem-solving abilities are essential, along with excellent communication ...

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. As a Co-director, you will be responsible for overseeing investment activities in a full-time hybrid role based in Coimbatore. Your key tasks will include developing and executing investment strategies, analyzing financial data, and...

We are Hiring for Bancassurance Officer - Bank Channel Eligibility- Graduation Role- 1 -Responsible for assisting Branch Sales 2- Implementing sales activities within a branch Req 1 year sales in Life Insurance No charges Contact 9131427672

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

About The Role Skill required: Risk & Compliance - Sarbanes-Oxley Act (SOX) Designation: Risk and Compliance Associate Manager Qualifications: BE/BTech Years of Experience: 10 to 14 years What would you do "You will be aligned with our Risk and Compliance vertical and help us perform compliance reviews, publish reports with actions and provide closure guidance as needed. We design & recommend effective controls to mitigate risks and help service delivery team prepare for upcoming client / external audits.You will be working as a part of the Risk & compliance team which is responsible for helping clients and organizations identify risks and create mitigation plans.The team will perform risk-b...

What You Will Do: Manage the annual budgets, monthly forecasts, and financial planning and reporting process for US and all markets where scaled solutions is operating Monitor key financial metrics and performance indicators to guide strategic decision-making that will help scale the business Manage cash flow, investments, ROI, and financial risk assessments Develop and implement robust internal control systems to safeguard assets and compliance with customer contract terms What You Will Need: Minimum 6+ years of proven experience in program and business & financial management Bachelor's degree in Finance, Accounting, or equivalent Excellent analytical skills, logical and structured thinking...

As a Technical Sales Engineer for one of our clients based in Kolkata, your role will involve being a professional in a client-facing position, responsible for selling technical products or services. You will be expected to provide technical solutions to customers, maintain strong customer relationships, and uphold professional and ethical conduct. Additionally, you will be responsible for preparing technical sales presentations and providing development or leadership. Your duties will include assisting the Senior Manager of sales, business development, and marketing in formulating and executing sales strategies to achieve annual sales objectives. You will be required to identify and cultiva...

You will be joining a global recognized leader in Financial & Technology based firm with offices in New York, Hong Kong, Hyderabad (India), Kansas City, London, and Silicon Valley. They are currently expanding and looking for a dynamic and resourceful candidate to join the Acquisitions and Finance team. As an Analyst/Senior Analyst within the Renewable Investments team, you will work closely with teams in the U.S. and Hyderabad. Your main responsibilities will include building financial models for new M&A opportunities and Power Purchase Agreement (PPA) bids. Additionally, you will be analyzing project returns, assessing the impact on project returns and capital structure, and conducting due...

The President/Chief Executive Officer is responsible for the overall direction and administration of programs and services provided by the Board of Directors. You will ensure that all aspects of the Bank's activities obtain maximum profits commensurate with the best interest of shareholders, customers, employees, and the public. Your duties will include providing the highest level of customer relations and service, as well as ensuring compliance with Bank policies and procedures. You will be directly responsible for attaining all established Bank operational and financial goals. Additionally, you will perform supervisory duties of department staff and coordinate staff for coverage in all rel...

As an Accounting Specialist, your primary responsibility will be to record all transactions accurately, reconcile accounts, and prepare financial statements such as balance sheets and income statements. You will also be expected to perform cost and general ledger analysis, complete tax audits to ensure compliance, and manage budgets and cash flows effectively. It will be essential for you to examine financial discrepancies, create and implement new accounting systems, and provide financial strategy consultations to the management. Additionally, you will play a crucial role in guiding investments, mergers, and acquisitions to support the organization's growth and financial stability. This pos...

You should possess over 15 years of relevant experience in Wealth Management processes and products such as Deposits, Investments (equities, bonds, OTC, funds), Lending, and vendor risk management. At least 3 years of direct experience in managing global vendors is required. As part of this role, you will be responsible for service delivery, governance, and change-related activities on a global scale. You will collaborate closely with Front office, Technology, and onsite vendor managers to oversee end-to-end processes. Your primary responsibilities will include managing service delivery risks and changes in alignment with the business vision and strategy. You will be tasked with overseeing s...