Investment Operations Analyst Russell Investments

0 years

0 Lacs

Mumbai Metropolitan Region

On-site

Business Unit: Global Operations Reporting To: Associate Manager, Global Operations Shift: About Russell Investments, Mumbai: Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 88-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm has over $1 trillion in assets under advisement (as of December 31, 2023) and $302.7 billion in assets under management (as of March 31, ...

Posted 4 months ago

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Investment Analyst Tatvic ®

0 years

0 Lacs

Ahmedabad, Gujarat, India

On-site

Company Description Tatvic, is a marketing analytics company focusing on generating insights from data using long association with Google & its infrastructure. We breed,recognize and reward performance. As a company we are growing very fast & we are under transformation. To enable this transformation we need future leaders with eyesight which balances execution & strategic understanding. Website: www.tatvic.com Key Responsibilities Financial Analysis and Research: Conduct in-depth analysis of financial statements and reports to assess the performance of companies or assets. Analyze market trends, economic data, and industry developments to identify investment opportunities. Monitor news, reg...

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Sales Executive Mutual Fund Ksquare

0.0 - 1.0 years

0 Lacs

Mp Nagar, Bhopal, Madhya Pradesh

On-site

contact- 93291 44909 Employees in the mutual fund industry hold various roles, each with distinct responsibilities aimed at ensuring the smooth operation of mutual fund schemes, delivering excellent customer service, maintaining compliance with regulations, and achieving growth for the funds. Here’s a breakdown of key roles and their responsibilities for employees in a mutual fund company: 1. Fund Manager Role : The Fund Manager is responsible for managing the investment portfolio of the mutual fund. Responsibilities : Research and analyze market trends, economic data, and individual securities to make informed investment decisions. Develop and execute investment strategies for the fund's po...

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Wealth Manager Peoplemint Consultants

2 years

0 Lacs

Kolkata, West Bengal, India

On-site

Job Title: Wealth ManagerLocation- KolkataJob Summary:We are seeking a dynamic and results-driven Wealth Manager to join our team in a leading stock broking organization. The ideal candidate will have a minimum of 2 years of relevant experience in wealth management and a strong understanding of financial products, especially Portfolio Management Services (PMS) and Alternative Investment Funds (AIF). This role involves managing high-net-worth clients, offering tailored investment solutions, and driving revenue growth through cross-selling and upselling opportunities.Key Responsibilities:Acquire and manage relationships with HNI/UHNI clients.Assess clients’ financial goals and risk appetite to...

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Relationship Manager Oracle Capital Services

1.0 - 31.0 years

1 - 4 Lacs

Malad West, Mumbai/Bombay

On-site

· Advise client’s on their portfolio with various niche global investment strategies. · Help clients with Asset Allocation and Portfolio Rebalancing techniques · Work on new clients acquisition and multiple broking platforms handling · Explain our new and existing services and products to the clients · Advise and do cross-selling and do reactivation of clients via investment products like mutual fund, SIP, Insurance, PMS, and other structure products, etc · Handle account opening/client on boarding operations. · Make daily, weekly, and monthly reports · Stay constantly updated with the market knowledge

Posted 1 year ago

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