Wealth Management Professional
2 days ago
Investment Analyst InternAbout the Role:This internship is an exceptional opportunity for a self-driven, financially skilled student with an eye for investment analysis and advisory. As an Investment Manager Trainee, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling.The internship is designed to provide practical exposure to wealth management simulation. You will have the opportunity to engage in multiple mini-projects across a large number of functional areas.Key ResponsibilitiesYou will work through a structured set of assignments designed to enhance your understanding of investment strategies and client portfolio management - asset allocation. Your primary responsibilities will include:Wealth Management & Client EngagementLearn about client interaction and investment strategies.Assist in preparing pitch books and investment presentations for clients.Analyze and present market data insights for portfolio recommendations.Participate in mock client meetings to develop communication skills.Financial Research & AnalysisConduct fundamental and technical analysis of equities and alternative investments.Understand debt securities and yield to maturity (YTM) calculations.Compare investment options such as corporate bonds, NCDs, and mutual funds.Portfolio & Risk ManagementDevelop portfolio allocation strategies.Perform AI powered risk profiling using our Virtual Risk Analyser and understand your behavioural biases.Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments such as REITs, INVITs etc. with near live price feeds and compare your asset allocation to target asset allocation suggested through AI powered risk profiling.Technical & AI-Driven Financial ToolsLearn about artificial intelligence in portfolio management.Work on Virtual Risk Analyser.Work on Virtual Portfolio Analyser.Capstone ProjectPrepare an investment proposal for a client, including:Portfolio allocation recommendations.Long-term macroeconomic outlook.Security/fund selection and justification.What You Will LearnPractical exposure to investment advisory, portfolio construction, and risk analysis.Hands-on experience of asset allocation using investment advisory tools.Strong analytical and financial modelling skills.Enhanced presentation and communication skills.Knowledge of AI applications in finance.Who Should Apply?A student from any academic discipline.Strong analytical and problem-solving skills.Basic knowledge of Microsoft Office.Willingness to self-learn and work in a fast-paced environment.Internship DetailsThis internship is self-paced with an option of 1 month or 2 months within a period of 4 months provided. It's an unpaid internship.
-
Finance Manager
2 days ago
mangalore, India Chartered Institute of Professional Certifications Full timeThe Chartered Institute of Professional Certifications is a global leader in professional development, delivering internationally recognized certification programs to senior executives, industry practitioners, and organizations worldwide. As we continue to scale, we are seeking a highly capable Finance Manager to strengthen our financial operations and...
-
Software Development Intern, Web Frontend
4 days ago
Mangalore, Karnataka, India Bose Professional Full time ₹ 4,00,000 - ₹ 6,00,000 per yearCompany Overview: Bose Professional is a leader in the professional audio industry, specializing in the design and manufacturing of cutting-edge audio solutions including loudspeakers, amplifiers, signal processing devices, controls, software, and accessories. As we continue to strengthen our team, we are seeking a Software Development Intern, Web...
-
Software Development Intern, Frontend Applications
11 hours ago
Mangalore, Karnataka, India Bose Professional Full time ₹ 40,00,000 - ₹ 1,20,00,000 per yearCompany Overview: Bose Professional is a leader in the professional audio industry, specializing in the design and manufacturing of cutting-edge audio solutions including loudspeakers, amplifiers, signal processing devices, controls, software, and accessories. As we continue to strengthen our team, we are seeking a Software Development Intern, Frontend...
-
Software Engineer, Cloud Backend
2 weeks ago
Mangalore, Karnataka, India BOSE Professional Full time ₹ 12,00,000 - ₹ 36,00,000 per yearCompany Overview:Bose Professional is a leader in the professional audio industry, specializing in the design and manufacturing of cutting-edge audio solutions including loudspeakers, amplifiers, signal processing devices, controls, software, and accessories. As we continue to expand our team, we are seeking a Software Engineer, Cloud Backend to join us on...
-
Tier 1 Support Specialist
6 days ago
Mangalore, Karnataka, India Bose Professional Full time ₹ 25,00,000 - ₹ 50,00,000 per yearCompany Overview: Bose Professional is a leader in the professional audio industry, specializing in the design and manufacturing of cutting-edge audio solutions including loudspeakers, amplifiers, signal processing devices, controls, software, and accessories. As we continue to expand our team, we are seeking a Tier 1 Support Specialist to join us on our...
-
Mangalore, Karnataka, India Sbicap Securities Full time ₹ 5,50,000 per yearJob description:Liaising with Wealth RMsRegular Visit to SBI Wealth Branches and Liaising with bank officials.Responsible for new Wealth client acquisitionMarketing & Training Wealth RMs on Demat and trading a/cRunning the daily deliverable activities of the business ensuring achievement of KPIs and quality of service focus areas being : Client Acquisitions...
-
Mangalore, Karnataka, India sbi securities Full time ₹ 3,00,000 - ₹ 5,00,000 per yearJob description:Liaising with Wealth RMsRegular Visit to SBI Wealth Branches and Liaising with bank officials.Responsible for new Wealth client acquisitionMarketing & Training Wealth RMs on Demat and trading a/cRunning the daily deliverable activities of the business ensuring achievement of KPIs and quality of service focus areas being : Client Acquisitions...
-
Finance & Bfsi Recruiter
1 week ago
Mangalore, India Whatjobs IN C2 Full timeFinance & BFSI Recruiter (Wealth Management Hiring) – WFH Company: Neuraleap Hire Location: Remote (Work from Home) Salary: Up to ₹45,000 per month About the Role We are hiring a domain-specialized Finance & BFSI Recruiter with strong experience in hiring for Wealth Management, Mutual Funds, NBFC, Banking & Financial Services roles. Candidates must have...
-
mangalore, India beBeeAdoption Full timeSenior Change ManagerWe are seeking a seasoned professional to execute the tactical components of our change management framework under client direction, ensuring successful adoption of initiatives across the organization.Main Responsibilities:Change Framework ExecutionDevelop and publish user engagement materials, including quick start guides and weekly...
-
Managerial Professional
2 days ago
mangalore, India beBeeHumanResources Full timeAssistant ManagerKPMG entities in India offer professional services across various sectors.We provide rapid, performance-based, industry-focused, and technology-enabled services to clients worldwide.Our team has successfully implemented HCM product suite modules such as Recruiting Talent, Compensation, Benefits, Security, Payroll, and Absence for numerous...
