Investment managers

Support Investment Management Activities 1. Customer Onboarding/Servicing Interact with customers and assist in filling of forms, KYC checking, connect with RTA agent Ensure satisfactory completion of onboarding activities and responding to queries raised by the customers. 2. Investment Operations Work closely with the Bank, Custody and Fund Accountant...

**Requirement** - Proficiency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.) - Fluency in English is a must. - Excellent written and verbal communication skills - Should be in the age group of 25 to 35 - Must be a graduate. **Responsibilities** - Manage the reception area and staff to ensure effective communication both internally and...

Job Role Social Media Digital Marketing Specialist Job Title Assistant Manager Experience 3-5 years Location Mumbai On Site Department Brand Marketing Reports to AVP - Brand Marketing Digital Marketing About the Role We re looking for a creatively driven and insight-led Social Media Digital Marketing Specialist who can translate our brand...

What is the roles objective To be able to execute all client response functions at front desk of Mumbai Branch including handling of petty cash vendor payments Acceptance time stamping of applications handling walk in clients for their queries and complaints Proper scrutiny other quality checks for an application form Ability to complete standard...

**Position Overview**: As an Investment Advisor, you will play a crucial role in helping clients navigate the complexities of the financial markets and achieve their long-term investment objectives. You will provide personalized investment advice, develop tailored investment strategies, and build lasting relationships with clients to support their financial...

An **Equity Advisor** provides expert financial guidance to clients regarding equity investments, helping them make informed decisions on stocks, securities, and portfolio management. They analyze market trends, assess risks, and develop tailored investment strategies to maximize returns and achieve clients' financial goals. **Key Responsibilities**: -...

**Job Title: Investment Counsellor / Private Wealth Manager** **Position Overview**: We are seeking a dynamic and experienced Investment Counsellor to join our team. As an Investment Counsellor, you will be responsible for providing sophisticated investment advice and curated solutions to HNI/UHNI clients. - Develop and maintain strong, trusted...

Key Responsibilities:Client Relationship Management: o Build and maintain relationships with clients to understand their financial objectives and recommend appropriate investment strategies. o Provide clients with timely market information, insights, and updates on their portfolios. o Address client queries, resolve issues, and ensure a high level of...

Responsibilities: Conduct detailed and comprehensive investment analysis and business modeling of different deals for Real Estate Projects in residential, commercial, or warehousing segments. Handle queries related to investment opportunities and provide comprehensive reports to stakeholders. Craft pitchbooks and proposals to present the offerings in a...

Job ID: 34798 Location: Mumbai, IN Area of interest: Retail Banking Job type: Regular Employee Work style: Office Working Opening date: 18 Jul 2025 **Job Summary** - The incumbent should have relevant experience in equity research and writing investment reports. - Should have good understanding of equity markets, investing and portfolios. - This role...