Investment Product Specialist
3 weeks ago
1. Assist in raising funds from HNI / UHNI clients with Technical & Fundamental research for equities and advising the same to clients mapped to the wealth managers.
2. Regular meetings with Active clients, converting the dormant clients into active along with respective wealth manger.
3. Regular regional visit for HNI client meetings, seminar/events.
4. Send across research reports to current and prospective clients and assisting in writing quarterly client newsletters.
5. Provide investment support, education and guidance to clients, prospects and Relationship Managers.
6. Provide updates on investment opportunities to clients and Relationship Managers.
7. Maintain current knowledge of competitors investment capabilities, product offering and pricing policies.
-
Senior Specialist
2 days ago
Mumbai, India MavenArk Advisors Pvt Ltd Full timeSenior Investment Banking/Debt Fundraising Specialist - Investment Banking Debt Fundraising Strategy: Develop and execute comprehensive debt fundraising strategies tailored to the specific needs and growth trajectory of the NBFC- Relationship Management: Cultivate and maintain strong relationships with treasuries, financial institutions, and investors to...
-
Renaissance Investment
4 weeks ago
Mumbai, India Renaissance investment Manager Pvt Ltd Full time- Sales Strategy Development: Develop comprehensive sales strategies for institutional clients for PMS and AIF business.- To deepen engagements with various institutional clients and family offices to drive firms' business and build long term relationships.- To be able to communicate effectively about the performance of the funds and other salient...
-
Production Planner Specialist
1 week ago
india Agensi Pekerjaan BTC Sdn Bhd Full timeJob Description Open Position: Production Planner Specialist (MNC Food Packaging Company) A MNC Food Packaging Company is looking for Production Planner Specialist to lead planning activities and be based in the Selangor office.Key requirements include: Produce forecast for planning based on sales review and after analysis.Plan production to ensure maximum...
-
Investment Portfolio Counsellor
3 weeks ago
india IDFC FIRST Bank Full timeRole/Job Title : Investment Portfolio Counsellor. Function/ Department : Wealth Management, Retail Liabilities. Job Purpose: Provide advice and guidance related to financial investments. Educate clients about range of investment products and services and recommend options that might best serve their financial objective. Roles &...
-
Business Intelligence Manager
3 weeks ago
india ScS - Sofa Carpet Specialist Full timeDepartment Business Reporting Employment Type Full Time Location Sunderland - Customer Support Centre Workplace type Hybrid Compensation £, / year Reporting To Head of Business Reporting What does the role involve? Who are we looking for? What’s in it for you? About ScS – Sofa Carpet Specialist We are one...
-
Business Intelligence Manager
6 days ago
india ScS - Sofa Carpet Specialist Full timeDepartment IT Employment Type Full Time Location Sunderland - Customer Support Centre Workplace type Hybrid Compensation £, / year Reporting To Head of Business Reporting What does the role involve? Who are we looking for? What’s in it for you? About ScS – Sofa Carpet Specialist We are one of the UK’s...
-
Auroville Investment Management
2 weeks ago
Anywhere in India/Multiple Locations/Delhi NCR Auroville Investment Management Ltd Full timeJob Description : Auro Digital Inc ( is a Silicon Valley VC-backed (Inventus Capital anchor), market leading, SaaS platform specializing in Execution, Order, Investment and Portfolio Management Systems to institutions and HNW in both the Fiat and Digital assets. Our leadership team founded some of the world's most sophisticated asset managers...
-
Investment Counsellor
6 days ago
Mumbai, India Torus Wealth Private Limited Full timeCreate customized investment proposals for private banking clients based on a combination of in-house asset allocation framework, model portfolios and investor biases. - Conduct portfolio review for prospects/existing clients to align portfolios to stated mandates as well as find cross sell opportunities. - Automating proposal formats for standardized...
-
Investment Banker
3 weeks ago
Mumbai, India Camellia Corporate Solutions Full timeOpportunities for enterprising, motivated and team-oriented professionals with Camellia Corporate Solutions, you get to work with an outstanding team of professionals on some of the most challenging transactions for the biggest names in the business. - ** 2 Male + 2 Female**: Age**: 26 to 40yrs. **Languages**: Fluency in written and oral English &...
-
Investment Counselor
4 weeks ago
Mumbai, India LeadersLaddrz Full timeOwnership of the Investment Target of the location - Driving Investment Product Sales through relationship managers - Increasing AUM of the location - Penetration of existing client base for creating new investors in MF/Investments from existing client base - Ensuring better client experience both by qualitative and quantitative interventions - Assist in...
-
Avp- Investment Banking
5 days ago
Mumbai, India Antal International Full timeThe Investment Banking Advisory (IBA) team is a business unit within the Strategy & Transactions practice. This IBA team partners with its clients to identify the best opportunities and assists them in choosing and consummating the right transactions for their business success. With a dedicated team of professionals in our IBA business, we offer...
-
Manager ( Investment Research AIF )
3 weeks ago
india CRISIL Limited Full timeCRISIL is hiring for Investment Research expert for Alternative Investments funds AIF . The role will include following responsibilities: Quantitative Research: Benchmarking of AIFs, quantitative analysis like performance calculation, historical trends in performance across various categories of AIFs. Qualitative Research: Qualitative assessment of AIFs...
-
Equity Dealer
16 hours ago
india Prodigy Investment Management Full timeAbout Prodigy Investment Management: Founded in 2005, Prodigy Investment Management is a niche service provider in the investment management space, whose approach is unconventional and unique. Using our Reverse Research approach, we look for unique businesses that are driven by their internal strengths, secular economic trends and structural changes. Please...
-
Product Marketing Specialist
3 weeks ago
india Simbian Full timeSimbian is a fast-growing cybersecurity company that is revolutionizing the industry with AI-powered solutions. We are seeking a Product Marketing Specialist to join our dynamic team. As a Product Marketing Specialist at Simbian, you will be responsible for driving the go-to-market strategy for our innovative security products and solutions. You will...
-
Business Intelligence Manager
7 days ago
Northeast India ScS - Sofa Carpet Specialist Full timeDepartment IT Employment Type Full Time Location Sunderland - Customer Support Centre Workplace type Hybrid Compensation £, / year Reporting To Head of Business Reporting What does the role involve? Who are we looking for? What’s in it for you? About ScS – Sofa Carpet Specialist We are one of the UK’s leading sofa and...
-
Derivative Sales Specialist
4 weeks ago
india Delta Exchange Full timeTitle - Derivative Sales Specialist - UHNI/HNI Client Acquisition Job Summary: We are seeking a highly motivated and experienced Derivative Sales Specialist to join our team. The primary responsibility of this role is to acquire and manage Ultra High Net Worth Individuals (UHNIs) and High Net Worth Individuals (HNIs) as clients for our derivatives products....
-
Derivative Sales Specialist
4 weeks ago
India Delta Exchange Full timeTitle - Derivative Sales Specialist - UHNI/HNI Client AcquisitionJob Summary:We are seeking a highly motivated and experienced Derivative Sales Specialist to join our team. The primary responsibility of this role is to acquire and manage Ultra High Net Worth Individuals (UHNIs) and High Net Worth Individuals (HNIs) as clients for our derivatives products....
-
Sr. Product Mkt Specialist
3 weeks ago
india Deltek Full time22-Feb-2024 Sr. Product Marketing Specialist – Government Contracting India-Remote 9103BR Company Summary
-
Product Marketing Specialist
4 weeks ago
India Muvi.com Full timeProduct Marketing SpecialistWe are looking for a product marketing specialist to join our marketing team. You will help us with the messaging and positioning of our products and their features, and preparing sales collateral. Responsibilities:Own the overall product messaging and positioning w.r.t to the overall market and specific industry verticals. BTW,...
-
Product Marketing Specialist
4 weeks ago
india Muvi.com Full timeProduct Marketing SpecialistWe are looking for a product marketing specialist to join our marketing team. You will help us with the messaging and positioning of our products and their features, and preparing sales collateral. Responsibilities: Own the overall product messaging and positioning w.r.t to the overall market and specific industry verticals....