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0.0 - 4.0 years
0 Lacs
udaipur, rajasthan
On-site
As an Investor Relations Officer, your primary responsibility will be to effectively communicate with investors, provide guidance, analyze data and products, conduct risk profiling, prepare presentations, and engage in continuous learning. This is a full-time and permanent position suitable for freshers. You will be entitled to paid sick leave and have the opportunity to earn a performance bonus. The work schedule is during day shifts, from Monday to Friday, with weekend availability as required. This role will be based in an in-person work environment. If you are passionate about investor relations, possess strong analytical skills, and enjoy constant learning and communication, this opport...
Posted 2 months ago
4.0 - 8.0 years
5 - 12 Lacs
Bengaluru, Karnataka, India
On-site
Role & Responsibilities: Credit Evaluation Conduct in-depth financial analysis of borrowers in the Commercial Real Estate (CRE) sector Evaluate cash flows, business models, and risk profiles to support credit decisions Financial Due Diligence Review financial statements including balance sheets and profit & loss accounts Assess the overall creditworthiness and financial stability of prospective borrowers Portfolio Monitoring Monitor the performance of the loan portfolio to identify early warning signals Support periodic credit reviews and flag potential risks proactively Reporting & Documentation Prepare comprehensive credit reports and risk assessment documents Create internal presentations...
Posted 3 months ago
5.0 - 9.0 years
0 Lacs
karnataka
On-site
As a Financial Advisor, you will play a pivotal role in providing tailored financial strategies to high-net-worth individuals, NRIs, and expats in the UAE. Your responsibilities will include building and managing long-term client relationships, assessing client needs and risk tolerance to develop holistic financial plans, and offering strategic advice on investment portfolios, insurance, estate planning, and tax optimization. Collaborating with investment specialists, research analysts, and product teams, you will craft bespoke solutions across asset classes such as equities, fixed income, structured products, and offshore options. It will be essential to stay informed about market trends, r...
Posted 3 months ago
8.0 - 12.0 years
0 Lacs
navi mumbai, maharashtra
On-site
As a Subject Matter Expert in Wealth Management, with over 12 years of experience, you will be based in Mahape, Navi Mumbai, and will play a crucial role in the successful execution of a Digital Wealth platform utilizing Comarch for our overseas client. Your primary responsibility will involve translating intricate wealth management requirements into functional and testable deliverables to ensure alignment with business objectives, regulatory standards, and customer experience expectations. Your key duties will include being the main domain expert for wealth management, digital advisory, and investment journeys. You will need to interpret and validate various business requirements related to...
Posted 3 months ago
8.0 - 12.0 years
0 Lacs
navi mumbai, maharashtra
On-site
We are looking for a Subject Matter Expert in Digital Wealth Management with a minimum of 12 years of experience to join our overseas client team in Mahape, Navi Mumbai. If you are someone who possesses profound knowledge in wealth management and digital advisory, and have hands-on experience with Comarch or similar platforms, we would like to hear from you. As a Wealth Management SME, you will play a crucial role in implementing a Digital Wealth platform using Comarch. Your responsibilities will include translating intricate wealth management requirements into functional and testable deliverables, ensuring they align with business objectives, regulatory standards, and customer expectations....
Posted 3 months ago
2.0 - 5.0 years
3 - 4 Lacs
Ahmedabad
Work from Office
Role : KYC Officer We are seeking a meticulous and organized KYC Officer to join our compliance team. The ideal candidate will be responsible for verifying and onboarding both customers and suppliers, ensuring full adherence to national and international compliance regulations. This role is critical to maintaining ethical trading practices, managing third-party risks, and ensuring documentation is audit-ready for domestic and cross-border operations. Role & responsibilities Know Your Customer (KYC): Perform due diligence on domestic and international buyers, distributors, and clients. Verify individual and business documents: PAN, Aadhaar, GSTIN, CIN, IEC (Import Export Code), passports, etc...
Posted 4 months ago
5.0 - 15.0 years
10 - 17 Lacs
Hyderabad / Secunderabad, Telangana, Telangana, India
On-site
Job Description - Investment Specialist Grade- AVP Location- Delhi KEY RESPONSIBILITIES/ ACCOUNTABILITIES Strategic/Managerial Responsibilities Building a focus towards investment cross-sell among RM population and increasing investment penetration for HNI clients. Transitioning towards an advisory model on wealth products for HNIs by offering structures across platforms, including alternate products. Core Responsibilities Ensuring RM activation and focus on investment products by conducting joint meetings to boost volumes and increase new investment penetration within the portfolio. Ensuring 100% compliance with regulatory matters, including EUIN and NISM certifications within defined timel...
Posted 4 months ago
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