Investment Management

7 days ago

Surat, India Kuberjee Tech Full time

Skills:.

Investment Market, Communication, Team Leadership, Team Building, lead genration, Investment Banking,

Responsibility:-

Develop, execute, and oversee a business strategy that prioritizes growth and positive customer ratings

Well-developed in presentable skills and understanding to identify new customer

Recruit train and develop a team of insurance agents to create business opportunities

Maintaining and updating sales and business development reports.- holding presentations and demonstrations for potential clients

Prepare sales contracts ensuring adherence to law-established rules and guidelines

Attend and manage networking events to attract and retain clients

Business Development Executives spend a fair amount of time using their market research to prospect for leads.
- Develop a growth strategy focused both on financial gain and customer satisfaction

Requirements and qualification:-

Strong analytical skills and ability to understand financial markets and investment products

A Bachelor's or Master degree must be required

Previous experience in financial services, banking, or investment advisory is preferred

Have an understanding and knowledge of financial processes and investment markets like Insurance, SIP and mutual funds etc.
- Understanding of agent work culture in insurance companies.
- Strong organizational skills and attention to detail

Strong problem-solving and analytical abilities, with a focus on generating results

  • Chief Financial Officer

    2 weeks ago

    Surat, India miracle investment Full time

    **PLZ NOTE BEFORE TO APPLY - CANDIDATE MUST BE FROM SURAT OR NAER BY SURAT CITY ONLY -** **THA PAY RANGE ONLY - 15LPA - NOT UP TO** The goal is to protect the company’s revenues and profits to achieve full financial control and sustainable growth. **Responsibilities**: - Drive the company’s financial planning - Perform risk management by analyzing...

  • Investment Specialist

    2 days ago

    Surat, Gujarat, India QuickTurtle Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms.2) Achievement of assigned Clusters Revenue Targets , Managed Equity Brokerage and Cross Selling Targets of Investment viz Mutual Funds, PMS, AIF, Loan products, Corporate FDs.3)...

  • Senior Investment Risk Specialist

    2 weeks ago

    Surat, Gujarat, India beBeeInvestmentRiskManager Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Job Title: Investment Risk ManagerJob Summary:Risk managers are sought to identify, assess, and mitigate market, credit, operational, liquidity, and regulatory risks within investment management or financial services organizations.This role is responsible for implementing risk strategies, supporting risk projects, ensuring portfolio risk integration, and...

  • Investment Sales Strategist

    2 weeks ago

    Surat, Gujarat, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,25,00,000

    About this Role:We are seeking a professional to manage relationships, execute transactions and drive revenue through market analysis and timely execution.Key Responsibilities:Client Management: Build strong relationships with clients, understanding their investment needs and preferences.Idea Development: Develop strategies to generate new business ideas and...

  • Head of Investment Research

    2 weeks ago

    Surat, Gujarat, India beBeeLeadership Full time ₹ 4,00,00,000 - ₹ 5,00,00,000

    Investment Research Leadership OpportunityAt our organization, we are seeking an accomplished professional to lead our investment research practice.The successful candidate will be responsible for driving growth through innovative products and market entry, providing leadership support to the delivery team, and collaborating with the business development...

  • Head - Family Office and Investments

    3 weeks ago

    Surat, Gujarat, India Michael Page Full time

    Job Description- Working with a leading family office in India- This is a rare opportunity at the intersection of impact, growth, and investingJob Description1. Strategic Projects - Promoter Office- Work directly with the Promoter on new initiatives - from concept to execution - across growth, new ventures, and organizational transformation.- Drive agility...

  • Investment Advisor

    3 days ago

    Surat, India AYUSH THAKUR Trader Full time

    **Summary**: **Responsibilities**: - Develop and implement investment strategies for individual and institutional clients - Provide financial advice to clients on a range of topics, including retirement planning, estate planning, and tax planning - Manage client portfolios and monitor market conditions - Stay up-to-date on the latest financial market trends...

  • Head - Family Office and Investments

    8 hours ago

    Surat, India Michael Page Full time

    Working with a leading family office in IndiaThis is a rare opportunity at the intersection of impact, growth, and investingAbout Our ClientThe company is a diversified Indian conglomerate with a strong presence in textiles, infrastructure, and environmental solutions. Founded in 1980, the group has grown from a textile processing house in Surat to a...

  • Investment banking senior associate

    2 weeks ago

    Surat, Gujarat, India Kumbhat Advisors Full time

    ???? Ready to Lead Headline-Worthy Deals from India's Fastest-Growing Industrial Hub????? Be a part of the high-growth boutique Investment Banking platform at Kumbhat Advisors, as an Investment Banking Senior Associate, and work directly with CXOs, promoters, and top-tier investors across India's dynamic mid-market.????Location: SuratRole Highlights:Lead...

  • Investment banking senior associate

    7 days ago

    Surat, India Kumbhat Advisors Full time

    ???? Ready to Lead Headline-Worthy Deals from India’s Fastest-Growing Industrial Hub????? Be a part of the high-growth boutique Investment Banking platform at Kumbhat Advisors, as an Investment Banking Senior Associate, and work directly with CXOs, promoters, and top-tier investors across India’s dynamic mid-market.????Location: SuratRole Highlights:Lead...