Manager - Investments and Client Relations
7 days ago
Salary: 3-4L per annum, basis the experience and suitability of the candidate.CFPs / CFP pursuant ONLY.Company DescriptionCAGRfunds is a wealth management company that simplifies the investing decision making process. Their solutions are customized to individual investment goals and provide easy-to-understand reports to track investments efficiently. The company's team of experts conducts in-depth research on various investment opportunities within mutual funds.Role DescriptionThis is a full-time on-site role for a Manager - Investments & Client Relations located in Mumbai at CAGRfunds. The role involves working closely with existing clients. This role does NOT involve any sales aspect.Primary responsibility would include:a) Client onboarding, preparing mutual fund suggestions for individuals and familiesb) Address all service requests of the clients - ensure response time to be within 24 hours.c) Review existing portfolios of clients, develop an understanding of what actions need to be taken on the portfoliosd) Downloading statement of accounts, reports + enabling transactions for clientse) Analysis of financial productsf) Calculation of capital gains on redemption, exit load and other such computations related to client actionsg) Liaison with AMC RMs to remove bottlenecks, if any in the transaction and reporting processh) Facilitate change of bank, change of ARN code, KYC and other formalities with respect to new and existing clientsQualifications- Graduate (Fresher CFPs / CFP candidates will be preferred) - Experience of working with a mutual fund distributor will be a plus - Knowledge of Mutual Funds and Personal Finance - Bachelor's degree in Finance, Economics, Business, or related field
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						Investment Banking Specialist
7 days ago
New Delhi, India MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED Full time#Hiring for Investment Banking - Origination & Coverage - Equity Capital Markets ( #ECM ) Min Exp - 5 yearsJob Location -#SouthMumbaiThe Analyst in Investment Banking - Origination & Coverage - Equity Capital Markets (ECM) focuses on equity financing deals, combining client relationship management with business development for equity issuances like IPOs and...
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						Investment Manager
3 weeks ago
New Delhi, India Nuvama Wealth Full timeJOB DESCRIPTIONPosition Title Investment ManagerAbout Nuvama Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global...
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						Manager - Investment (Sustainable Investments)
3 weeks 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 Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office.Manager – Investments Sustainable Investments The Sustainable Investment Analyst will sit within Mercer’s Investment Management (IM) team reporting...
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						Relationship Manager
3 weeks ago
New Delhi, India Client First Asia Full timeJob Description – Relationship Manager (RM) Operations Position: Relationship Manager – Operations Department: Operations / Client Relationship & Retention (CRR) Location: Raipur (Client First Wealth Management HQ) Employment Type: Full-timeAbout Client First Wealth Management Client First Wealth Management is a fast-growing wealth management company...
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						Real Estate Sales Consultant
3 weeks ago
New Delhi, India Alt. Investments Full timeReal Estate Sales ConsultantAbout Alt. Investments Alt. Investments is India’s leading real estate wealth management and private market investment platform, unlocking access to institutional-quality assets across commercial, residential, vacation rental, and greenfield projects. Built on precision and performance, Alt. delivers risk-mitigated returns,...
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						Real Estate Sales Consultant
7 days ago
New Delhi, India Alt. Investments Full timeReal Estate Sales Consultant About Alt. Investments Alt. Investments is India’s leading real estate wealth management and private market investment platform, unlocking access to institutional-quality assets across commercial, residential, vacation rental, and greenfield projects. Built on precision and performance, Alt. delivers risk-mitigated returns,...
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						Service Manager
7 days ago
New Delhi, India MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED Full timeThe Corporate : A new age, focused Asset Management and Wealth Management Platform that aims at providing clients with transparent, cost-efficient, and unbiased solutions with 650 plus employees and 12500 cr of AUMJob Locations : Delhi , Kolkata and ChennaiExperience:Hands-on experience with BSE STAR MF platform.5+ years of relevant experience in wealth...
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						Senior Investment Advisor
7 days ago
New Delhi, India Friendly Franchisees CorporationSilver Star Real Estate LLC Full timeJob Title: Senior Investment Liaison – HNWI & Private Capital RelationsIndustry: Real EstateEmployment Type: Full-TimeAbout the Role:We are seeking a well-connected and relationship-driven Senior Investment Liaison to support our capital raising efforts for real estate ventures.Job Title: Senior Investment Liaison – HNWI & Private Capital...
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						Investment Manager
3 weeks ago
New Delhi, India HouzeofJindal Full timeJob Title: Investment Manager / Business ManagerEducation: Minimum Bachelor’s Degree Experience: Minimum 4-5 yearsJob Description: We are looking for a skilled and dynamic Investment Manager who can manage our investments, oversee business activities, and build strong connections with High Net-Worth Individuals (HNIs). The ideal candidate will be...
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						Associate Director-Investment Implementation
2 weeks ago
New Delhi, India Bean HR Consulting Full timeAbout companyOur client is a US based MNC (Fortune 200). Its a global consulting leader in talent, health, retirement, and investments. They work collaboratively with clients to transform strategy into practical actions that drive results. They believe in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes,...