Investment Products Specialist
4 days ago
We are seeking a talented Investment Products Specialist to join our team at Jobstation.
In this role, you will be responsible for developing and implementing strategies to increase sales of investment products through the IFA channel. You will work closely with our network of IFAs to understand their needs, provide product training, and ensure they have the necessary tools and resources to effectively sell our products.
The ideal candidate will have a strong understanding of the financial markets, excellent communication and interpersonal skills, and the ability to build strong relationships with IFAs and other stakeholders. They will also have a proven track record of meeting or exceeding sales targets, managing multiple priorities, and working in a fast-paced environment.
Candidates should possess a postgraduate degree, at least 1 year of experience in sales of investment products through the IFA channel, and strong knowledge of the indirect channel, MS Office, and business intelligence applications.
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Investment Banking Product Specialist
2 days ago
Mumbai, Maharashtra, India Deutsche Bank Full timeAbout the RoleYou will work as an Investment Banking Product Specialist, responsible for ensuring that the trades are captured in accordance with defined structures which will enable accurate funding cost allocation through Funds transfer pricing. You will also ensure compliance to risk and control guidelines.Your Key Responsibilities- Ensuring that the...
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Investment Portfolio Specialist
6 hours ago
Mumbai, Maharashtra, India Dezerv Full time**Company Overview**Dezerv is a pioneering house of investing solutions catering to high net worth and affluent Indians.Co-founded by seasoned entrepreneurs, Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor, we bring together decades of investing expertise from top global financial institutions.We manage investments with active oversight to help both...
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Strategic Investment Specialist
2 days ago
Mumbai, Maharashtra, India IndusBridge Ventures Full timeWe are seeking a Strategic Investment Specialist to join our team at IndusBridge Ventures.The successful candidate will play a pivotal role in evaluating and executing investment opportunities in the aerospace and defense sectors.Key Responsibilities:Evaluate investment opportunities in aerospace and defense sectors.Build relationships with founders,...
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Investment Analysis Specialist
3 days ago
Mumbai, Maharashtra, India Acme Services Full timeThe Investment Analysis Specialist is responsible for conducting in-depth research and analysis of publicly traded companies to generate insightful and actionable reports for institutional and retail clients.Job DescriptionPrepare equity research reports, company updates, and thematic industry research. Provide investment recommendations based on fundamental...
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Investment Product Head
4 days ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Limited Full timeAbout the RoleWe are looking for a highly skilled Chief Investment Strategist to lead our investment product management team.Main Responsibilities:Lead Digital Transformation: Integrate digital trading platforms to enhance customer experience and expand digital wealth capabilities.Ensure Regulatory Compliance & Risk Management: Stay updated with SEBI, RBI,...
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Product Specialist
2 weeks ago
Mumbai, Maharashtra, India Workassist Full timeJob DescriptionWork Level: IndividualCore: Self MotivatedLeadership: EmpathyIndustry Type: Financial ServicesFunction: BFSI, Investments & Trading - OKey Skills: Product Specialist,Private Wealth,Investment Counseller,Investor Relations,Investment SpecialistEducation: PG/ MasterNote: This is a requirement for one of the Workassist Hiring PartnerRole...
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Investment Research Specialist
18 hours ago
Mumbai, Maharashtra, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJob Summary:We are seeking a highly skilled Investment Research Specialist to join our team at Intellectual Capital HR Consulting Pvt. Ltd.About the Role:The ideal candidate will possess strong analytical and research skills, with the ability to conduct comprehensive industry analysis, perform stock valuations, and develop financial models to inform...
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Investment Accounting Specialist
3 days ago
Mumbai, Maharashtra, India MSCI Full timeAbout the Role:We are seeking a highly skilled Investment Accounting Specialist to join our team. As a Senior Financial Reporting Professional, you will be responsible for preparing and reviewing SEC filings and other related Investor Relations documents.Your Key Responsibilities:Assist in the preparation of various footnote disclosures and the underlying...
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Senior Investment Product Manager
3 days ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Limited Full timeCompany OverviewKotak Mahindra Bank Limited is a leading financial institution in India, committed to delivering innovative banking solutions to its customers.Job DescriptionWe are seeking an experienced Investment Product Manager to lead our investment and capital markets products. As a key member of our team, you will be responsible for driving business...
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Investment Relationship Specialist
6 days ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeKotak Mahindra Bank is a leading financial services institution seeking a skilled Investment Relationship Specialist to join our Portfolio Management team. This role involves developing and managing banking relationships with select customers who require financial planning, insurance, and investment solutions.The successful candidate will ensure seamless...
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Investment Back Office Specialist
4 days ago
Mumbai, Maharashtra, India Talent HR Networks Private Limited Full timeJob Summary:Talent HR Networks Private Limited is looking for an experienced CA Fresher to join our team as an Investment Back Office Specialist. In this role, you will be responsible for managing investment portfolios, analyzing financial data, and collaborating with cross-functional teams to drive business growth.Key Responsibilities:Manage investment...
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Investment Portfolio Advisor
3 days ago
Mumbai, Maharashtra, India Kotak Mutual Fund Full timeClient Service SpecialistWe are seeking a results-driven client service specialist to join our team of professionals dedicated to delivering exceptional client service and expertise in high net worth sales. The successful candidate will be responsible for developing and maintaining strong relationships with existing clients, as well as identifying and...
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Specialist - Investments
7 hours ago
Mumbai, Maharashtra, India Marsh McLennan Full timeCompany Description Mercer is seeking candidates for the following position based in the Mumbai office Investments Data Analyst SpecialistWe will count on you to As a part of the Global Investment Data team you will be required to -Understand Process complex data sets so as to carry daily periodic task along and for purposes of delivering providing...
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Lead Specialist – Investments
2 weeks ago
Mumbai, Maharashtra, India Marsh McLennan Full timeWe are seeking a talented individual to join our Investments team at Mercer. This role will be based in Mumbai/Pune. This is a hybrid role that has a requirement of working at least three days a week in the office. Lead Specialist – Investments (Data Management) As part of our Global Data Team, the successful candidate will play a key role in the...
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Lead Specialist – Investments
3 weeks ago
Mumbai, Maharashtra, India Marsh McLennan Full timeWe are seeking a talented individual to join our Investments team at Mercer. This role will be based in Mumbai/Pune. This is a hybrid role that has a requirement of working at least three days a week in the office.Lead Specialist – Investments (Data Management)As part of our Global Data Team, the successful candidate will play a key role in the...
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Lead Specialist – Investments
4 weeks ago
Mumbai, Maharashtra, India Marsh McLennan Full timeWe are seeking a talented individual to join our Investments team at Mercer. This role will be based in Mumbai/Pune. This is a hybrid role that has a requirement of working at least three days a week in the office.Lead Specialist – Investments (Data Management)As part of our Global Data Team, the successful candidate will play a key role in the...
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Lead Specialist – Investments
3 weeks ago
Mumbai, Maharashtra, India Marsh McLennan Full timeWe are seeking a talented individual to join our Investments team at Mercer. This role will be based in Mumbai/Pune. This is a hybrid role that has a requirement of working at least three days a week in the office.Lead Specialist – Investments (Data Management)As part of our Global Data Team, the successful candidate will play a key role in the...
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Investment Operations Specialist
3 days ago
Mumbai, Maharashtra, India Russell Investments Full timeRussell Investments is a leading outsourced financial partner and global investment solutions firm. As an Investment Operations Analyst, you will provide operational support and services representing Global Operations.The operations team supports product operations, account opening, trade lifecycle management, reconciliation, systematic rebalancing and...
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Accounting and Investment Professional
7 days ago
Mumbai, Maharashtra, India Acme Services Full timeKey Performance Indicators:Investment return optimization through strategic trade confirmation and settlementEnhanced financial reporting and analysis to inform business decisionsImproved customer satisfaction through prompt resolution of queries and issuesWe are looking for a highly skilled professional to join our team as a Financial Management Specialist....
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Senior Investment Performance Analyst
24 hours ago
Mumbai, Maharashtra, India M&G Global Services Private Limited Full timeJob DescriptionWe are seeking a highly skilled Business Intelligence Specialist to join our Investment Performance team. The ideal candidate will have a strong background in finance and accounting, with a minimum of 3-5 years experience in investment performance / investment operations. They will be responsible for supporting the delivery of the Investment...