Investment Specialist

6 days ago

New Delhi, India Kotak Mahindra Bank Full time

Job Description Principal Responsibilities: Handle personalized service requests of Affluent (Solitaire) customers and deliver TAT. Ensure strict adherence to regulatory requirements for Affluent customer segment. Coordinate with internal teams - CPC/RPC/Investment desks for execution of service requests of Affluent customers. Manage complaints and ensure resolution within TAT. Ensure higher customer wallet share through service to sales cross-sell and deepening of banking relationship. Deliver performance on service-quality scorecard Visit Customers for service related and profilers.Skills and Requirements: Excellent communication skills with customer service orientation Courteous, patient and polite Team player Knowledge of Microsoft Excel Understanding of banking norms and processes Minimum qualification – Graduate

  • Investment specialist

    4 weeks ago

    Delhi, India GenesisCipher Labs Full time

    Company DescriptionGenesis Cipher Labs is a Fin Tech infrastructure startup focused on building secure blockchain protocols. These protocols include stablecoins, oracles, and payment systems, all aimed at making finance transparent, decentralized, and accessible.Role DescriptionThis is a contract remote role for an Investment Specialist. The Investment...

  • Senior Process Specialist

    4 days ago

    New Delhi, India EPIC Investment Partners Full time

    EPIC Investment Partners About Us EPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory. EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at...

  • Senior Process Specialist

    1 week ago

    New Delhi, India EPIC Investment Partners Full time

    EPIC Investment PartnersAbout UsEPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory.EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the...

  • Investment Specialist

    6 days ago

    New Delhi, India Ans Placements Pvt Ltd Full time

    Roles & Responsibilities: Provide expert advice and guidance to clients on investment strategies and portfolio management. Conduct thorough analysis of clients' financial goals, risk tolerance, and investment preferences to develop personalized investment plans. Monitor and review clients' investment portfolios to ensure they are aligned with their goals and...

  • Investment Specialist

    4 days ago

    New Delhi, India Ans Placements Pvt Ltd Full time

    Roles & Responsibilities:- Provide expert advice and guidance to clients on investment strategies and portfolio management. - Conduct thorough analysis of clients' financial goals, risk tolerance, and investment preferences to develop personalized investment plans. - Monitor and review clients' investment portfolios to ensure they are aligned with their...

  • Process Specialist

    2 weeks ago

    New Delhi, India EPIC Investment Partners Full time

    EPIC Investment Partners About UsEPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory.EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the...

  • Process Specialist

    1 week ago

    New Delhi, India EPIC Investment Partners Full time

    EPIC Investment PartnersAbout UsEPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory.EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the...

  • Process Specialist

    4 days ago

    New Delhi, India EPIC Investment Partners Full time

    EPIC Investment PartnersAbout UsEPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory.EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the...

  • Urgent Search: Investment Specialist

    3 weeks ago

    Delhi, Delhi NCR, India Yes Bank Limited Full time

    Job Description 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...

  • Investment Banking Specialist

    3 weeks ago

    New Delhi, India Systematix Group Full time

    Profile: - Associate/ Sr. Associate (Pharma & Healthcare)Experience – 2 to 10 YearsEducational Qualification: MBA/CA/CFA or equivalent professional qualification.Location: - BKC, MumbaiAbout the CompanySystematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities,...