Investment Specialist
3 weeks ago
Role & Responsibilities: Responsible for Concept Selling across the region, leveraging distributor relationships Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch) To conduct Regular Huddles/Conference Calls / Meetings with Distributors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market To actively work on D & E counters with Sales team and include them as part of their branch visit To work with Sales Team in increasing distribution spread and product Mix Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit Support to create simpler communication on Focused Products along with Product team Give market feedback to Investments on Competition Products Positioning and Product sales in market Feedback to Investments team on Distributor/ Investor queries on Funds/Products Accompany Sales RM in key distributor meeting (Advisory IFA, UHNI, Private Wealth RM) and closely manage Key Family Offices/UHNIs in the respective region
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Investment Specialist
2 weeks ago
Delhi, Delhi, India Fortuna Investment Advisors Llp Full time ₹ 2,50,000 - ₹ 10,00,000 per yearResponsibilities:You will represent Fortuna Asset Managers' investment philosophy and portfolio strategies to clients. Leads will be given by Fortuna. Client meetings, engagement and conversion of these HNI leads will be the main responsibility.Travel allowanceSales incentives
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Investment Specialist
3 days ago
Delhi, India GenesisCipher Labs Full timeCompany Description GenesisCipher Labs is a FinTech infrastructure startup focused on building secure blockchain protocols, including stablecoins, oracles, and payment systems. Our mission is to create transparent, decentralized, and accessible financial solutions. By leveraging cutting-edge blockchain technology, we aim to revolutionize the financial...
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Investment Specialist
3 days ago
New Delhi, India GenesisCipher Labs Full timeCompany Description GenesisCipher Labs is a FinTech infrastructure startup focused on building secure blockchain protocols, including stablecoins, oracles, and payment systems. Our mission is to create transparent, decentralized, and accessible financial solutions. By leveraging cutting-edge blockchain technology, we aim to revolutionize the financial...
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Senior Process Specialist
4 weeks ago
New Delhi, India EPIC Investment Partners Full timeEPIC Investment Partners About Us EPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory. EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at...
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Process Specialist-Reporting
2 weeks ago
New Delhi, India EPIC Investment Partners Full timeEPIC Investment Partners About Us EPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory. EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at...
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Process Specialist-Reporting
2 weeks ago
New Delhi, India EPIC Investment Partners Full timeEPIC Investment Partners About Us EPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory. EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at...
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Investment Specialist
4 weeks ago
New Delhi, India Ans Placements Pvt Ltd Full timeRoles & Responsibilities:- Provide expert advice and guidance to clients on investment strategies and portfolio management. - Conduct thorough analysis of clients' financial goals, risk tolerance, and investment preferences to develop personalized investment plans. - Monitor and review clients' investment portfolios to ensure they are aligned with their...
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Investment Specialist
4 weeks ago
New Delhi, India Ans Placements Pvt Ltd Full timeRoles & Responsibilities: Provide expert advice and guidance to clients on investment strategies and portfolio management. Conduct thorough analysis of clients' financial goals, risk tolerance, and investment preferences to develop personalized investment plans. Monitor and review clients' investment portfolios to ensure they are aligned with their goals and...
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Equity Relationship Manager
2 weeks ago
Delhi, Delhi, India MKA Investment Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Description:We are looking for a passionate and dynamic Equity Advisor / Investment Specialist to join our growing team at Angel One Master Franchise. The ideal candidate should be well-versed in financial markets and have a strong focus on revenue generation, client relationship management, and investment advisory.Key Responsibilities:Generate revenue...
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Taxation Specialist
3 weeks ago
New Delhi, India Fintrans Investment Services Private Limited Full timeJob Description: Taxation Specialist Company: Fintrans Investment Advisors Location: Banashankari, Bangalore (Onsite) Experience: 3–5 Years Employment Type: Full-timeAbout Us Fintrans is a SEBI Registered Investment Advisor dedicated to helping clients manage their personal finances wisely. We provide independent, objective, and ethical advice across...
