Investment Specialist

4 days ago

Bengaluru India Workassist Full time

Job Description

Work Level: Junior Leadership

Core: Organized, Networking

Leadership: Responsive

Industry Type: Financial Services

Function: Investment Advisor

Key Skills: Private Wealth,Wealth Management,Investment Advisor,Investment Counsellor,Investment Counseller,Investment Specialist,Mutual Fund,Mutualfund sales,PMS

Education: PG/ Master

Note: This is a requirement for one of the Workassist Hiring Partner.

Job Summary:

- Driving MF business through Branch Relationship Managers , doing portfolio reviews.
- Facilitating growth of MF Asset under Management.
- Training and development of Relationship Managers- Branch Banking.
- Ensuring the availability of support system like training, joint calls new product information to achieve the results.
- Thorough knowledge of Investment processes and Regulatory Guidelines.
- Strong Communication skills with assertive attitude.
- Good analytical skills & eye for details.
- Keen eye for market intelligence and competition.
- Strong follow up ability & keene.

Company Description

Workassist is an online recruitment and employment solution platform based in Lucknow, India. We provide relevant profiles to employers and connect job seekers with the best opportunities across various industries. With a network of over 10,000+ recruiters, we help employers recruit talented individuals from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and Legal.

We have adapted to the new normal and strive to provide a seamless job search experience for job seekers worldwide. Our goal is to enhance the job seeking experience by leveraging technology and matching job seekers with the right employers.

For a seamless job search experience, visit our website: https://bit.ly/3QBfBU2

(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don&apost hesitate to apply today. We are waiting for you

  • Forex Investment Specialist

    2 weeks ago

    India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000

    Forex Investment SpecialistOverview:The role of a Forex Investment Specialist entails overseeing secure transactions through effective escrow management, while maintaining strong relationships with clients and stakeholders via regular communication.Key Responsibilities:Ensure accurate financial data analysis to inform investment decisionsConduct...

  • Investment Analysis Expert

    2 weeks ago

    India beBeeinvestment Full time US$ 80,000 - US$ 1,50,000

    Business Intelligence Specialist Role">We are seeking a skilled Business Intelligence Specialist to support investment decisions and monitor investments in startups and privately held US companies.The ideal candidate will conduct market research, competitive analysis, and industry deep-dives on startups and private companies to inform strategic...

  • Investment Compliance Specialist

    6 days ago

    Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000

    Job Title:Investment Compliance SpecialistWe are seeking a highly skilled Investment Compliance Specialist to join our team.Key Responsibilities:Implement controls and processes for regulatory adherence and client guidelines.Extract, analyze and code client and regulatory guidelines on various systems.Daily review of post-trade incidents, researching...

  • Strategic Investment Advisor

    1 week ago

    India beBeeInvestment Full time ₹ 8,00,000 - ₹ 16,00,000

    Investment Strategy SpecialistWe are seeking a seasoned investment strategy specialist to join our team. This role involves analyzing regional economic trends, market trends, policy changes, and regulatory developments to assess investment impact.Key responsibilities include supporting teams in delivering projects, expanding knowledge of the Indian business...

  • Investment Specialist

    1 week ago

    India Job Listings by Babblebots Full time

    Role: Investment Analyst - DeepTech Startups Experience: 2-5 years Y-Point is a DeepTech-focused venture capital fund sponsored by SINE, IIT Bombay. Artificial Intelligence & Computing - Our focus is on early-stage investments from pre-seed to pre-Series A, supporting founders through the critical TRL 4-7 phase ("Valley of Death") with capital, strategic...

  • Real Estate Investment Specialist

    1 day ago

    Bengaluru, India AMRO Capital Full time

    Company Description AMRO Capital is a leading real estate consultancy firm specializing in providing comprehensive financial solutions to property owners, investors, and developers. We are focused on maximising property value and optimizing investment returns. Our dedication to delivering exceptional client service and industry expertise has made us a...

  • Real Estate Investment Specialist

    18 hours ago

    Bengaluru, Karnataka, India AMRO Capital Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionAMRO Capital is a leading real estate consultancy firm specializing in providing comprehensive financial solutions to property owners, investors, and developers. We are focused on maximising property value and optimizing investment returns. Our dedication to delivering exceptional client service and industry expertise has made us a trusted...

  • Healthcare Investment Specialist

    1 week ago

    Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,50,00,000

    Healthcare Investment Specialist\At 4point0 Health Ventures, we identify and invest in cutting-edge health-tech startups poised for significant breakthroughs. Our experienced team brings a wealth of knowledge in healthcare operations, pharmaceuticals, and entrepreneurship to young ventures.\We're seeking a talented Investment Analyst to join our team in...

  • Investment Specialist

    2 weeks ago

    Bengaluru, Karnataka, India Workassist Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Work Level: Junior LeadershipCore: Organized, NetworkingLeadership: ResponsiveIndustry Type: Financial ServicesFunction: Investment AdvisorKey Skills: Private Wealth,Wealth Management,Investment Advisor,Investment Counsellor,Investment Counseller,Investment Specialist,Mutual Fund,Mutualfund sales,PMSEducation: PG/ MasterNote: This is a requirement for one of...

  • Investment Specialist

    2 days ago

    Bengaluru, India Workassist Full time

    Work Level: Junior Leadership Core: Organized, Networking Leadership: Responsive Industry Type: Financial Services Function: Investment Advisor Key Skills: Private Wealth,Wealth Management,Investment Advisor,Investment Counsellor,Investment Counseller,Investment Specialist,Mutual Fund,Mutualfund sales,PMS Education: PG/ Master Note: This is a requirement for...