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Investment management jobs

5+ Investment management Jobs in India

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Merito

at Merito

1 video
2 recruiters
Agency job
via Merito by Merito Talent
Bengaluru (Bangalore), Delhi
8 - 15 yrs
₹21L - ₹30L / yr
Portfolio management
Mutual funds
Business relationship management
Customer Relationship Management (CRM)
Wealth management
+2 more

About Company

Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

 

Roles & responsibilities

• Onboarding, Handling, and Managing HNI / Ultra HNI clients.

• Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography. 

• Aiming for consistent growth of customer wallet share and book size.

• Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.

• Constantly review client portfolios and give a bird’s eye view.

• Ability to work in partnership with Federal Bank and drive leads & AUM.

• Service existing clients with the support of the client servicing team

• Adherence to all regulatory, statutory, and corporate compliance standards 

 

Requirements

• 8+ years of experience in the Wealth Management space

• Must have completed an MBA from a premier business school.

• Should have a sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE, etc.) & markets.

• English is mandatory and command of the local language would be beneficial. 

• Ability to work in tandem with our channel partner and generate leads & business. 

• Good communication and presentation skills

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Hiring for the real estate organization.

Hiring for the real estate organization.

Agency job
via The Talent Keepers by Shivangi Sharma
Pune, Mumbai
4 - 8 yrs
₹12L - ₹20L / yr
Strategic planning
Financial Modeling
Investment management
budgeting
cashflow
We are hiring for one of the well know brand of Real Estate. Please Find the details of the position below: 

Roles & Responsibilities:

  • Define and lead strategic performance projects, manage stakeholders to drive outcomes.
  • Analyzing and presenting key MIS reports for Management review
  • Lead business planning for including formulation of annual, monthly and daily plans on key
  • performance metrics.
  • Driving the strategic initiatives of the company as per the CEO's agenda
  • Studying & improvising the operation processes of the company.
  • Drive business performance insights working closely with the sales, marketing, growth &analytics teams
  • Create strategic value-added analyses around growth opportunities, retention levers and core
  • business metrics in order to drive better decision making and results
  • Conduct ongoing analysis of key business drivers, trends and performance.
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VA FINANCIAL PRODUCTS DISTRIBUTION PVT LTD
Vadodara
5 - 12 yrs
₹3L - ₹6.5L / yr
Investment management
Insurance
Financial services
Financial planning
Sales
+3 more
1. To enhance the productivity and profitability of the business through a well defined sales process. 
2. To control the business effectively and efficiently and make it more institutionalized rather than individual driven.
3. Standardize the services for all eligible clients and service as per client's profile/category.
4. To project proper targets / business volumes and achieve the same.
5. To acquire business as per the company policies and work as per instructions of the management.



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A Fin Tech Company

A Fin Tech Company

Agency job
via Green Bridge Consulting LLP by Susmita Mishra
Remote, Mumbai, Chennai, NCR (Delhi | Gurgaon | Noida)
7 - 12 yrs
₹15L - ₹22L / yr
Customer Relationship Management (CRM)
Investment management
Supply Chain Management (SCM)
Client Servicing
Finance
+5 more
  1. Filter criteria –
    1. 7-8 years & above experience in Corporate Banking or allied areas (Mid-market, Commercial, Trade)
    2. Corporate relationship and Sales ownership experience
    3. Understanding of Corporate/ Commercial/ SME/ Trade Finance
    4. Individual needs to be self-driven, capable of working with minimum supervision
    5. This will be an acquisition and execution role, hence proven competency in these will be essential

 

  1. Job Role –
    1. Responsible for bringing in new client acquisitions and driving closure on mandates for the region
    2. Understanding the key offerings of the company platform and applicability across industries
    3. Marketing SCF solutions to Corporates and their Supply Chains
    4. Ability to engage with a wide set of stakeholders on the Corporate side and identify opportunities
    5. Engaging with the FI partners to activate and grow financing on the Network
    6. Working closely with the India Corporate Sales - Head and the Network Sales teams to achieve the KRAs for the region
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Wishfin
Noida, NCR (Delhi | Gurgaon | Noida)
2 - 7 yrs
₹2L - ₹7L / yr
Sales
Financial analysis
Investment management
Portfolio management
Investment banking
+2 more
Senior Investment Advisor/ Group Team Leader- Mutual FundsWe are immediately hiring a Group Team Leader for Mutual Funds.JOB PROFILE : Group Team Leader - Mutual FundsAbout the Company:Wishfin is Indias premier fin-tech company. Being the largest digital marketplace for loans in India, responsible for more than $600 million in annual disbursal, we are always trying to build industry-changing products. Wishfin has recently launched the Insurance Marketplace and we are onboarding bright & passionate candidates in the Sales team.KEY RESPONSIBILITIES : - To achieve mutual fund sales targets assigned- Motivate, train & lead the team towards successful outcomes- Increase lead conversions from all team members - Organize & participate in investor programs/camps for fresh lead generation & conversion - Managing & monitoring client portfolios and advising them on a regular basis - Ensure no losses or errors occurred while assisting customers - Work towards ensuring zero cases of mis-selling / fraud in the processes - Responding in a timely and effective manner to all internal communication- Adheres to and supports company policies and practices. KEY EXPERIENCES REQUIRED : - 2+ years of experience in Sales of Investment- Preferably for online customers- High-energy, positive attitude & passion for Sales- Excellent Communication Skills- NISM Certified
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