Financial Executive

1 week ago

Mumbai, India placementmumbai Full time

**Posted On** 03 Nov 2222
**Description**
**Skills**: Knowledge of mutual funds, equity markets and other financial instruments thereby analyzing and assessing market information

**Qualification**: CFA

**Work Hours**: 10-7

**Salary**: 18,000-30,000

**Experienc Required**: 1 to 5yrs

**Industry**: Financial security

**Details**:
**Responsibilities**:

- Maintaining updated knowledge about Financial markets & current events
- Knowledge of mutual funds, equity markets and other financial instruments thereby analyzing and assessing market information
- Collating and interpreting Company data to facilitate stock investment recommendations
- Coordinating with the clients for their respective Equity & MF Portfolio reviews
- Updating the clients about the new products and services through mailers
- Tracking quarterly performance of Mutual Funds for client recommendation
- Preparation of Quarterly Research Reports for different categories of Mutual Funds
- Tracking Stocks performance using Price, Volume and Moving Averages in Technical Analysis
- Preparing financial plans and Retirement Solutions for individuals
- Recommending the right mutual funds to prospective Retail, HNI and Corporate investors which are in line with the company's investment policies
- Preparing reports by researching on various companies’ financials and their business models
- Tracking quarterly performances of companies and sectors along with major corporate announcements and actions
- Handling other miscellaneous tasks, if any

**Requirements**:

- Strong professional drive with desire to new learnings
- Knowledge of the basic principles and practices of accounting and financial analysis
- Excellent verbal and written communication skills
- Excellent knowledge of MS Office including MS Word, Excel, and PowerPoint

**Salary**: ?8,868.17 - ?33,539.03 per month

**Job Location** Address Locality: Fort

Address Region:
Street Address: Fort, Kalaghoda

Postal Code: 400001

  • Chief Financial Officer

    2 weeks ago

    Mumbai, India Achyutam-Executive Search Services Full time

    **Roles and Responsibilities** Requirement: - Qualified CA with minimum 15 years of experience. - Industry preference: FMCG/Food Processing/Agri Commodity - Location: West Africa (On-site)Role: - Chief Financial Officer (CFO)- Salary: - Not Disclosed by Recruiter- Industry: - FMCG- Functional Area: - Finance & Accounting- Role Category: - Finance-...

  • Senior Consultant/Associate Manager

    2 weeks ago

    Mumbai, India Page Executive Full time

    Job DescriptionThis is a role within the Financial Services - Technology Vertical of Michael Page. Enclosed below are the key roles and responsibilities :Identify and develop client/business relationships in a competitive environmentDrive new business development via lead chases, candidate references, industry eventsCreate new revenue streams with existing...

  • Director- Issuer Services-Corporate Trust Services

    6 days ago

    Mumbai, Maharashtra, India Executive Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Citi is seeking a highly accomplished and dynamic Director for a C15 leadership role within its Issuer Services business in India. Based in Mumbai, this pivotal position carries a dual mandate: to drive significant sales growth for Issuer Services across the Mumbai market and to lead a high-performing team of Agency & Trust (A&T) Transaction Managers with...

  • Operations Executive

    4 days ago

    Mumbai, India Zillion Financial Services Full time

    Zillion Financial Services is looking for operations executive who possess good communication & interpersonal skills and should have knowlege about Mutual Funds, Insurance and other financial products. **Salary**: ₹10,000.00 - ₹20,000.00 per month Schedule: - Day shift Supplemental pay types: - Yearly bonus Ability to commute/relocate: - Borivali,...

  • Sales Executive

    1 week ago

    Mumbai, Maharashtra, India Takht Financial Private Limited Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionTakht Financial Private Limited offers a comprehensive range of financial management services including Asset Management, Private Wealth Management, and Retail Wealth Management branded as "My Wealth" for beginner investors. We are committed to providing world-class service to help you grow your wealth. Based in Mumbai, we invite you to...

  • Executive Assistant

    2 days ago

    Mumbai, Maharashtra, India JM Financial Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    JM Financial, one of India's prominent integrated financial services group, offers an array of services to corporations, financial institutions, high net-worth individuals and retail. JM Financial has pioneered several strategies and transactions for a wide client base spread across geographies and thus developed rich experience and expertise. Every idea is...

  • Acaipl Investment

    3 weeks ago

    Mumbai, India Acaipl Investment & Financial Services Private Ltd Full time

    About UsOur group comprises a portfolio of financial services companies focused on supporting borrowers facing financial distress. We specialize in acquiring distressed accounts and resolving them effectively, while also offering advisory services to individuals and businesses navigating financial challenges.Job SummaryWe are looking for dynamic and...

  • Treasury Manager

    2 weeks ago

    Mumbai, Maharashtra, India Executive Search Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Treasury ManagerJob Purpose:The Treasury Manager is responsible for managing the companys liquidity, investments, and risk management related to financial activities. The role involves overseeing cash flow, forecasting, banking relationships, debt management, and ensuring optimal utilization of funds while minimizing financial risks.Key Responsibilities:1....

  • Executive Financial planning and analysis

    2 weeks ago

    Mumbai, India Acme Services Full time

    Job Description Responsibilities: - Financial Reporting & Analysis: Prepare comprehensive financial reports, including detailed cash-flow statements, and other key financial documents for internal and external stakeholders. - Profit Maximization & Cost Reduction: Collaborate effectively with other executives and department heads to identify opportunities for...

  • ULJK Financial Services

    2 days ago

    Mumbai Metropolitan Region, India ULJK FINANCIAL SERVICES PRIVATE LIMITED Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Leadership & StrategyDevelop and execute a comprehensive research strategy aligned with market trends and institutional client needs.Oversee the research team's coverage across various sectors, ensuring timely and actionable insights.Maintain high-quality research output, ensuring accuracy and compliance with industry standards.Equity Research &...