Investment Specialist
1 week ago
Investment Specialist Role
At Valueplus Technologies Private Limited, we are seeking a skilled Investment Specialist to play a pivotal role in offering expert guidance to clients and helping them achieve their financial goals. The ideal candidate will have a strong understanding of investment principles, financial markets, and products, as well as excellent communication and interpersonal skills.
Key Responsibilities:
- Understand clients' investment needs, risk tolerance, and financial goals
- Explain financial products available in the platform to clients in a simple manner
- Create customized portfolios based on clients' requirements
- Ensure existing clients are adequately insured
- Serve as the single point of contact for all further investment needs of the client
- Hold portfolio review meetings with clients and make necessary adjustments
- Stay up-to-date with market trends and their impact on investments
Requirements:
- Bachelor's degree in finance, economics, or a related field
- 2 to 5 years of experience in the financial services or wealth management industry
- Strong understanding of investment principles, financial markets, and products
- Excellent communication and interpersonal skills
- Ability to build and maintain strong client relationships
What We Offer:
- A dynamic and collaborative work environment
- Opportunities for professional growth and development
- A chance to work with a team that values collaboration, continuous learning, and professional growth
-
Financial Modeling Specialist
4 days ago
Chennai, Tamil Nadu, India Aionion Investment Service private service Full timeAt Aionion Investment Service private service, we are seeking a skilled Financial Modeling Specialist to join our team. The successful candidate will be responsible for conducting comprehensive financial analysis of publicly traded companies, including financial statement analysis and financial modeling. They will also collaborate with the portfolio manager...
-
Senior Investment Banking Specialist
1 week ago
Chennai, Tamil Nadu, India Unified Vision Capital Pvt. Ltd. Full timeJob Title: Senior Investment Banking SpecialistJob Summary:Unified Vision Capital Pvt. Ltd. is seeking a highly skilled Senior Investment Banking Specialist to join our team. The ideal candidate will have a strong background in investment banking, with a focus on client coverage and business development.Key Responsibilities:- Develop and execute client...
-
Investment Expert
5 days ago
Chennai, Tamil Nadu, India Valueplus Technologies Private Limited Full timeWe are seeking a seasoned Investment Expert to join our team at Valueplus Technologies Private Limited. The ideal candidate will possess a strong understanding of investment principles, financial markets, and products.The Financial Portfolio Manager will be responsible for creating customized portfolios based on clients' requirements, ensuring they are...
-
Investment Banking Specialist
1 week ago
Chennai, Tamil Nadu, India Live Connections Full timeLocation: Chennai/Gift CityExperience: FresherEducation: Any Degree (Except Engineering)We are seeking a skilled Investment Banking Specialist to join our team at Live Connections. As a key member of our financial services team, you will be responsible for providing expert advice and guidance to clients on various financial matters.Key...
-
Investment Research Specialist
1 week ago
Chennai, Tamil Nadu, India Xerago Full timeJob Title/Role: Research Analyst - FundamentalJob Description:- Analyze companies using financial models and valuations.- Monitor global markets, including equity markets, and analyze their effects on local stock markets.- Track daily and monthly stock movements and analyze reasons for them.- Stay up-to-date with daily news, including political...
-
Dealing Specialist
3 hours ago
Chennai, Tamil Nadu, India Aionion Investment Service private service Full timeJob Role: Dealing Executive at Aionion Investment Service private serviceJob Summary:We are seeking a skilled Dealing Executive to join our team. In this role, you will be responsible for executing trades on behalf of clients, confirming trades by the end of the day, and advising clients on commodities and currency products.Key Responsibilities:Execute...
-
Treasury Specialist
7 days ago
Chennai, Tamil Nadu, India Riverforest Connections Private Limited Full timeJob Title: Treasury SpecialistJob Summary:We are seeking a highly skilled Treasury Specialist to join our team at Riverforest Connections Private Limited. The successful candidate will be responsible for fund raise support, preparation of documents required for both the renewal and new loans, and coordination with lenders to ensure timely submission of...
-
Treasury Specialist
5 days ago
Chennai, Tamil Nadu, India Riverforest Connections Private Limited Full timeJob Responsibilities:Fundraising SupportWe are seeking a highly skilled Treasury Specialist to support our fundraising efforts. The ideal candidate will have experience in preparing documents required for loan renewals and new loans, including CMA/Projections, and coordinating with lenders to ensure timely submissions.Data Room ManagementThe successful...
-
Client Reporting Specialist
2 weeks ago
Chennai, Tamil Nadu, India BNY Full timeAt BNY, we're seeking a skilled Client Reporting Specialist to join our team. As a leading global financial services company, we empower our employees to grow and succeed. In this role, you'll be responsible for monitoring and reporting on client portfolio performance, maintaining online tools and reporting platforms, and providing expert advice on...
-
Network Infrastructure Specialist
1 week ago
Chennai, Tamil Nadu, India NTT DATA Services Full timeJob Title: Network Infrastructure SpecialistWe are seeking a highly skilled Network Infrastructure Specialist to join our team at NTT DATA Services. The successful candidate will be responsible for designing, implementing, and testing data center infrastructure and B2B connectivity for our clients.Key Responsibilities:Work with the business to understand the...
-
Business Development Growth Specialist
1 week ago
Chennai, Tamil Nadu, India correct choice consultancy Full timeWe are seeking a highly motivated and results-driven Business Development Growth Specialist to join our team at Correct Choice Consultancy.As a Business Development Growth Specialist, you will be responsible for:**Growing our prospect database in India/South Asia**by identifying vertical market software companies meeting our acquisition...
-
Corporate Finance Specialist
3 days ago
Chennai, Tamil Nadu, India Refex Group Full timeCorporate Finance Specialist Key Responsibilities:1. Developing and maintaining financial models to assess the financial implications of strategic decisions, including acquisitions, capital investments and identifying opportunities for process improvements to enhance profitability by reducing the group interest burden.2. Conduct in-depth financial analysis...
-
Component Specialist
2 weeks ago
Chennai, Tamil Nadu, India Saaki Argus & Averil Consulting Full timeJob Title: Component SpecialistJob Summary:We are seeking a highly skilled Component Specialist to join our team at Saaki Argus & Averil Consulting. The successful candidate will be responsible for evaluating and reviewing loan applications, ensuring data integrity, and adhering to internal underwriting guidelines and federal regulations.Key...
-
Technical Specialist
2 weeks ago
Chennai, Tamil Nadu, India NTT Full timeAbout the RoleWe are seeking a highly skilled Technical Specialist to join our team at NTT DATA. As a Technical Specialist, you will be responsible for providing technical support to our clients, ensuring that their IT infrastructure is running smoothly and efficiently.Key ResponsibilitiesProvide technical support to clients, including troubleshooting and...
-
Technical Specialist
2 weeks ago
Chennai, Tamil Nadu, India NTT DATA Full timeAbout the RoleWe are seeking a highly skilled Technical Specialist to join our team at NTT DATA. As a Technical Specialist, you will be responsible for providing technical support to field engineers, technicians, and product support personnel who are diagnosing, troubleshooting, repairing, and debugging complex electro/mechanical equipment, computer systems,...
-
Technical Specialist
3 hours ago
Chennai, Tamil Nadu, India NTT DATA Full timeJob OverviewWe are seeking a highly skilled Technical Specialist to join our team at NTT DATA. As a Technical Specialist, you will play a critical role in providing technical support to our clients, ensuring their IT infrastructure is running smoothly and efficiently.Key ResponsibilitiesProvide proactive technical support to clients, identifying and...
-
Quality Assurance Specialist
2 weeks ago
Chennai, Tamil Nadu, India HCLTech Full timeJob Title: Quality Assurance SpecialistWe are seeking a highly skilled Quality Assurance Specialist to join our team at HCL Tech. As a Quality Assurance Specialist, you will be responsible for ensuring the quality of our services and products.Key Responsibilities:Develop and deploy a Quality Approach mechanism for the services delivered.Responsible for...
-
Tax Compliance Specialist
4 days ago
Chennai, Tamil Nadu, India V4U HR SOLUTIONS Full timeFirm Taxation:At V4U HR SOLUTIONS, we're seeking a skilled Tax Compliance Specialist to join our team. As a key member of our tax department, you will be responsible for extracting and analyzing data from financial records and filing information to prepare tax computations and related documents for individual company entities, with assistance from tax...
-
Client Processing Specialist
1 week ago
Chennai, Tamil Nadu, India THE BANK OF NEW YORK MELLON CORPORATION Full timeClient Processing SpecialistWe are seeking a skilled Client Processing Specialist to join our team at THE BANK OF NEW YORK MELLON CORPORATION. In this role, you will be responsible for providing high-quality client service and support to internal and external clients on a daily basis.Key Responsibilities:Client Processing - Applies expertise and judgment in...
-
Client Processing Operations Specialist
3 hours ago
Chennai, Tamil Nadu, India THE BANK OF NEW YORK MELLON CORPORATION Full timeJob Title: Client Processing Operations SpecialistAt The Bank of New York Mellon Corporation, we empower our employees to grow and succeed. Our culture is built on the principles of excellence, integrity, and respect for the individual. As a leading global financial services company, we touch nearly 70% of the world's investible assets.We're seeking a highly...