Investment Specialist
2 days ago
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 scorecardVisit Customers for service related and profilers.Skills and Requirements:Excellent communication skills with customer service orientationCourteous, patient and politeTeam playerKnowledge of Microsoft ExcelUnderstanding of banking norms and processesMinimum qualification – Graduate
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Investment Specialist
2 weeks ago
Prestige Meridian, Bengaluru, India Barclays Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob DescriptionOverall purpose of roleInvestment Specialist at Private Clients India is a senior client-facing role in the business within Investments team. This role entails covering current and prospective investments-led clients, delivering them consistently excellent outcomes on their agreed mandates bringing together...
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Investment Specialist
2 weeks ago
Bengaluru, Karnataka, India Goldman Sachs Services Pvt Ltd Full time ₹ 12,00,000 - ₹ 36,00,000 per yearAsset & Wealth Management, Fixed Income, Insurance Investment Specialist, Analyst, Bengaluru The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, Global Markets and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments...
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Investment Specialist
2 weeks ago
Bengaluru, India Workassist Full timePosition: Investment SpecialistFunction: Investment AdvisorIndustry: Financial ServicesEducation: PG/MasterJob Summary:We are seeking an organized and highly responsive Investment Specialist to join our financial services team. The ideal candidate will have a strong background in wealth management and mutual fund sales. This junior leadership role is...
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Investment Banking Specialist
1 week ago
Bengaluru, Karnataka, India Singhvi Dev & Unni LLP, Chartered Accountants Full time ₹ 5,00,000 - ₹ 20,00,000 per yearCompany DescriptionSinghvi Dev & Unni LLP (SDU), Chartered Accountants, is a professional services firm established in 1981 and headquartered in Bengaluru, India, with additional offices in Mumbai and Hubbali. Specializing in Advisory, Assurance, and Tax services, SDU serves corporates and high net worth individuals across diverse industries. With over 200...
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Performance Marketing Specialist
1 week ago
Bengaluru, India Tanseeq Investment Group Full timeAbout the Role: Tanseeq Investment Group is looking for a Performance Marketing Specialist who lives and breathes ROAS. Youll manage paid ad campaigns across Meta, Google, TikTok, and morescaling our eCommerce brands with a data-first, creative-friendly approach. Key Responsibilities: Plan, launch, and optimize paid campaigns across platforms Collaborate on...
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Performance Marketing Specialist
2 weeks ago
Bengaluru, Karnataka, India Tanseeq Investment Group Full time ₹ 4,00,000 - ₹ 6,00,000 per yearAbout the Role:Tanseeq Investment Group is looking for a Performance Marketing Specialist who lives and breathes ROAS. You'll manage paid ad campaigns across Meta, Google, TikTok, and more—scaling our eCommerce brands with a data-first, creative-friendly approach.Key Responsibilities:Plan, launch, and optimize paid campaigns across platformsCollaborate on...
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Bengaluru, Karnataka, India HSBC Full time ₹ 12,00,000 - ₹ 24,00,000 per yearSome careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses to thrive and...
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Bengaluru, Karnataka, India AQR Capital Management Full time US$ 80,000 - US$ 1,20,000 per yearAbout AQR Capital ManagementAQR is a global investment management firm built at the intersection of financial theory and practical application. We strive to deliver superior, long-term results for our clients by seeking to filter out market noise to identify and isolate what matters most, and by developing ideas that stand up to rigorous testing....
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Investment Counsellor
1 week ago
Bengaluru, Karnataka, India Workassist Full time ₹ 15,00,000 - ₹ 25,00,000 per yearWork Level: IndividualCore: Result Driven, Responsible, NetworkingLeadership: Building Work RelationshipsIndustry Type: Asset ManagementFinancial ServicesFunction: Investment Banking, Private Equity & VC - OtherKey Skills: Investment Advisor,Investment Counseller,Investment Counsellor,Investment Specialist,Private Client Group,Relationship...
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Investment Specialist
3 days ago
Bengaluru, India Kotak Mahindra Bank Full timeJob DescriptionPrincipal 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...