Investment Specialist
2 days ago
Role & Responsibilities: Responsible for Concept Selling across the region, leveraging distributor relationships Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch) To conduct Regular Huddles/Conference Calls / Meetings with Distributors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market To actively work on D & E counters with Sales team and include them as part of their branch visit To work with Sales Team in increasing distribution spread and product Mix Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit Support to create simpler communication on Focused Products along with Product team Give market feedback to Investments on Competition Products Positioning and Product sales in market Feedback to Investments team on Distributor/ Investor queries on Funds/Products Accompany Sales RM in key distributor meeting (Advisory IFA, UHNI, Private Wealth RM) and closely manage Key Family Offices/UHNIs in the respective region
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Senior Process Specialist
1 week ago
New Delhi, India EPIC Investment Partners Full timeEPIC 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...
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Senior Process Specialist
2 weeks ago
New Delhi, India EPIC Investment Partners Full timeEPIC 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...
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Investment Specialist
1 week ago
New Delhi, India Ans Placements Pvt Ltd Full timeRoles & 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...
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Investment Specialist
1 week ago
New Delhi, India Ans Placements Pvt Ltd Full timeRoles & 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...
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Investment Specialist
3 weeks ago
New Delhi, India Kotak Mahindra Bank Full timeJob Role:- Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area - Penetration of client base for creating new investors in MF / investments from existing client base - Increase in (investments products) productivity of Phone Banking officers - Acquisitions (NTB) attributed to presence of...
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Taxation Specialist
2 days ago
New Delhi, India Fintrans Investment Services Private Limited Full timeJob Description: Taxation Specialist Company: Fintrans Investment Advisors Location: Banashankari, Bangalore (Onsite) Experience: 3–5 Years Employment Type: Full-timeAbout Us Fintrans is a SEBI Registered Investment Advisor dedicated to helping clients manage their personal finances wisely. We provide independent, objective, and ethical advice across...
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Specialist -Investments (Eagle Pace)
3 days ago
New Delhi, India Marsh McLennan Full timeWe are seeking a talented individual to join our Investments team at Mercer. This role will be based in Pune. This is a hybrid role that has a requirement of working at least three days a week in the office. Specialist -Investments (Eagle Pace) You will be a part of the Investments group that provides a broad range of investment consulting and advisory...
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Process Specialist
2 weeks ago
New Delhi, India EPIC Investment Partners Full timeEPIC 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...
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Process Specialist
3 weeks ago
New Delhi, India EPIC Investment Partners Full timeEPIC 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...
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Process Specialist
1 week ago
New Delhi, India EPIC Investment Partners Full timeEPIC 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...
