Investment Planning Specialist
3 weeks ago
At Creddinv Technologies Pvt Ltd, we are seeking a skilled and detail-oriented Investment Planning Specialist to join our team. This role involves providing expert advice to clients on mutual fund investments tailored to their financial goals and risk appetite.
Key Responsibilities- Analyze market trends and mutual fund performance to recommend suitable investment strategies for clients.
- Build and maintain long-term relationships with clients by providing regular updates on portfolio performance.
- Collaborate with internal teams to develop comprehensive financial plans that align with client objectives.
- Stay updated on regulatory changes, market developments, and new mutual fund offerings.
- A Bachelor's degree in Finance, Economics, or a related field.
- 2-4 years of experience in mutual fund advisory or financial planning.
- In-depth knowledge of mutual fund products, investment strategies, and market trends.
- Strong analytical and problem-solving skills, as well as excellent verbal and written communication skills.
- A competitive salary ranging from ₹8,00,000 to ₹12,00,000 per annum.
- Opportunities for professional growth and development within the company.
- A dynamic and collaborative work environment that encourages teamwork and innovation.
- Flexible work arrangements to ensure a healthy work-life balance.
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Investment Strategist
3 weeks ago
Bengaluru, Karnataka, India Purnartha Investment Advisers Pvt Ltd Full timePurnartha Investment Advisers Pvt Ltd seeks a highly skilled Investment Strategist to join our team. As an Equity Research Specialist, you will play a key role in providing insightful financial advice and guidance related to investments. Your expertise will help clients navigate the complexities of financial markets and make informed decisions about their...
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Investment Expert
3 weeks ago
Bengaluru, Karnataka, India Purnartha Investment Advisers Pvt Ltd Full timeAbout UsPurnartha Investment Advisers Pvt Ltd is a leading investment advisory firm that offers expert advice and guidance to clients. We have a team of experienced professionals who work closely with clients to understand their financial objectives and develop customized investment plans.Job Title: Equity Research AnalystWe are seeking a skilled Equity...
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Financial Planning Specialist
7 days ago
Bengaluru, Karnataka, India Gaining Ground Investment Services Pvt Ltd Full timeGaining Ground Investment Services Pvt Ltd is a forward-thinking company that offers a transformative experience for aspiring Financial Planners. Our team is dedicated to shaping financial destinies with empathy and expertise.We are seeking a motivated individual with 1-2 years of experience to join our team as a Financial Planning Specialist. This role...
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Financial Investment Analyst
3 weeks ago
Bengaluru, Karnataka, India Purnartha Investment Advisers Pvt Ltd Full timeCompany Overview: Purnartha Investment Advisers Pvt Ltd is a renowned investment firm seeking a skilled Financial Investment Analyst to join its team.Salary: The estimated salary for this position is ₹2,500,000 - ₹6,000,000 per annum, commensurate with experience and qualifications.Job Description:We are looking for an exceptional Equity Research...
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Professional Financial Planning Specialist
4 weeks ago
Bengaluru, Karnataka, India Gaining Ground Investment Services Pvt Ltd Full timeAbout Gaining Ground Investment Services Pvt LtdWe are a forward-thinking investment services company dedicated to transforming financial futures.Estimated Salary: ₹ 4.5 Lakhs - ₹ 6 Lakhs per annumJob Description:Company OverviewGaining Ground Investment Services Pvt Ltd is a cutting-edge investment firm that offers a transformative experience for...
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Investment Opportunities Specialist
3 weeks ago
Bengaluru, Karnataka, India Himalaya Partners Full timeAbout the RoleEverFlow Partners is an investment firm focused on making long-term investments in listed Indian equities. As an Investment Opportunities Specialist, you will be responsible for identifying new investment opportunities and making recommendations to the investment manager that are supported by rigorous analysis of company fundamentals, industry...
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Equity Research Specialist
3 weeks ago
Bengaluru, Karnataka, India Purnartha Investment Advisers Pvt Ltd Full timePurnartha Investment Advisers Pvt Ltd is a leading provider of investment solutions, and we are seeking a talented Equity Research Specialist to join our team. In this role, you will be responsible for conducting equity research and providing expert advice to clients. Your expertise will help clients navigate the complexities of financial markets and make...
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Senior Investment Research Specialist
1 week ago
Bengaluru, Karnataka, India Acuity Knowledge Partners Full timeJob OverviewWe are seeking a highly skilled Senior Investment Research Specialist to join our team at Acuity Knowledge Partners.This role will be primarily responsible for responding to Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs) from retail and institutional investors across various asset classes and investment strategies.
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Equity Research Specialist
3 weeks ago
Bengaluru, Karnataka, India Purnartha Investment Advisers Pvt Ltd Full timeAbout Us: Purnartha Investment Advisers Pvt Ltd is a leading investment firm committed to delivering exceptional investment solutions to clients. Our team of experienced professionals provides expert guidance on financial investments, helping clients achieve their financial objectives.Salary: The estimated salary for this position is ₹2,300,000 -...
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Investment Consultant
3 weeks ago
Bengaluru, Karnataka, India Hireginie Talent Cloud Pvt Ltd Full timeAbout the Role :We are seeking an Investment Specialist to join our inbound business team. This role involves guiding high-net-worth clients through personalized investment solutions, focusing on our company's PMS and MF strategies. The successful candidate will engage with pre-qualified clients and convert them into successful investments. They will also...
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Risk Assurance Specialist
3 weeks ago
Bengaluru, Karnataka, India MUFG Global Service Full timeJob DescriptionMUFG Global Service is seeking a highly skilled Risk Assurance Specialist to join our team in Global Corporate Investment Banking. As a Risk Assurance Specialist, you will be responsible for providing assurance to senior management and internal stakeholders that internal controls within Global Corporate Investment Banking are operating...
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Strategic Investment Sales Specialist
4 days ago
Bengaluru, Karnataka, India Creddinv Technologies Pvt Ltd Full timeJob Summary:We are seeking a Strategic Investment Sales Specialist to join our team at Creddinv Technologies Pvt Ltd. This role involves driving revenue growth by selling investment products and services to institutional clients.About the Role:The successful candidate will be responsible for building strong relationships with clients, understanding their...
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Investment Business Leader
3 weeks ago
Bengaluru, Karnataka, India Hireginie Talent Cloud Pvt Ltd Full time**About the Role:**We are looking for a motivated and results-driven Investment Business Leader to join our team. As an Investment Business Leader, you will be responsible for managing a team of Investment Specialists and achieving sales targets.**Key Responsibilities:**Lead a team of Investment Specialists to achieve sales targetsMaintain deep understanding...
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Ambitious Financial Planning Professional
2 weeks ago
Bengaluru, Karnataka, India Gaining Ground Investment Services Pvt Ltd Full timeAbout Gaining Ground Investment Services Pvt Ltd">We are a dynamic investment services firm committed to transforming financial futures. Our team is dedicated to providing expert guidance and support to our clients, helping them achieve their long-term goals.Job Summary">This role is ideal for an ambitious individual with 1-2 years of experience in financial...
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Liquidity and Investment Planning Expert
3 weeks ago
Bengaluru, Karnataka, India Zeptonow Full timeAbout Zeptopay:Zeptopay is a dynamic and innovative e-grocery company, dedicated to transforming the way Indians shop for groceries. We are currently seeking a skilled Financial Operations Manager - Treasury to join our team and support our growth.Salary: ₹45 Lakh - ₹65 Lakh per annum (estimated), depending on experienceKey Responsibilities:The...
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Renewable Energy Investment Specialist
3 weeks ago
Bengaluru, Karnataka, India Blueleaf Energy Full timeBlue Leaf Energy is a leading solar development business with over 20 years of history, delivering safe, high-quality onshore renewable energy projects across the Asia Pacific region. As an experienced player in the industry, we are now undergoing a period of rapid expansion, offering opportunities for career growth and professional development.About the...
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Investment Portfolio Manager
3 weeks ago
Bengaluru, Karnataka, India Hireginie Talent Cloud Pvt Ltd Full timeAbout the Role :We are looking for an experienced Investment Specialist (VRM) to join our team at Hireginie Talent Cloud Pvt Ltd. As an Investment Specialist, you will play a crucial role in helping high-net-worth clients achieve their financial goals.Key Responsibilities :Becoming a trusted advisor to guide pre-qualified clients through personalized...
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Investment Advisory Expert
3 weeks ago
Bengaluru, Karnataka, India Hireginie Talent Cloud Pvt Ltd Full timeAbout Us:We are Hireginie Talent Cloud Pvt Ltd, a leading provider of innovative financial solutions. We are seeking an experienced Wealth Management Specialist to join our team as an Investment Specialist (VRM). In this role, you will play a key part in helping high-net-worth clients achieve their financial goals.Your Key Responsibilities:Becoming a trusted...
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Equity Research Analyst
3 weeks ago
Bengaluru, Karnataka, India Purnartha Investment Advisers Pvt Ltd Full timeRole OverviewPurnartha Investment Advisers Pvt Ltd is a premier investment advisory firm that offers expert advice and guidance to clients. We have a team of experienced professionals who work closely with clients to understand their financial objectives and develop customized investment plans.Job Role: Equity Research AnalystWe are seeking a skilled Equity...
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Financial Strategist
3 weeks ago
Bengaluru, Karnataka, India Purnartha Investment Advisers Pvt Ltd Full timeCompany OverviewPurnartha Investment Advisers Pvt Ltd is a renowned investment firm that provides expert advice and guidance to clients. Our team of experienced professionals works closely with clients to understand their financial objectives and develop bespoke investment plans.Job DescriptionWe are seeking an Equity Research Analyst to join our team. As an...