Investment Specialist_ Banking_ Mumbai

7 days ago

Mumbai, Maharashtra, India V Konnect Full time ₹ 9,00,000 - ₹ 12,00,000 per year
  • Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients
  • Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products
  • Ensuring RM activation & focus on investment products. Going on Joint meetings to build volumes along with new to investment penetration of the portfolio
  • Ensuring 100%complaince of regulatory matters including EUIN & NISM within timelines

Training RMs & building knowledge levels through training /workshops/in coordination with partner teams

  • Overall building on AUM by growing investment book of the bank and ensuring one stop platform for managing client investments across wealth products/platforms

Inculcating client risk profiling before reviewing client portfolios & making recommendations and ensuring portfolio rebalancing basis needs of client

  • 15h Left Venture Capital Investment Analyst

    2 days ago

    Mumbai, Maharashtra, India Samarthya Investment Advisors Full time

    Full-Time Opportunity: Venture Capital Investment Analyst at SamarthyaLocation: Nariman Point, Mumbai / Bangalore / ChennaiCommitment: Full-time Requirements: NISM Series XIX-D exam (For Cat I and II AIF )About Us Samarthya (https://www.samarthya.co.in/) is an early-stage venture capital firm focused on investing in high-potential startups in deeptech,...

  • Investment Analyst

    2 weeks ago

    Mumbai, Maharashtra, India TVF Capital Full time

    We're hiring: Investment Analyst | Mumbai We are looking for a high-integrity, first-principles thinker to join the team as an Investment Analyst in Mumbai . If you're passionate about business models, equity markets, and long-term investing — and thrive in a collaborative, intellectually rigorous environment — we'd love to hear from you. What we...

  • Investment Advisor

    1 week ago

    Mumbai, Maharashtra, India Talent Corner Hr Services Full time US$ 1,00,000 - US$ 2,00,000 per year

    Location - Mumbai Worli, looking candidates from investment banking, Venture capital. Deal Evaluation & Analysis, Business Meetings & Representation, Due Diligence & Research Portfolio Support Required Candidate profileLocation - Mumbai Worli, looking candidates from investment banking, Venture capital. Deal Evaluation, Business Representation, Due...

  • Active Investment Operations, Investments, Associate

    1 week ago

    Mumbai, Maharashtra, India BlackRock, Inc. Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Active Investment Operations, Investments, Associate Location: Mumbai, Maharashtra Team: Corporate Governance Job Requisition #: R253408 Date posted: Jun. 20, 2025

  • Manager - Capital Markets & Investment Banking Advisory

    3 days ago

    Navi Mumbai, Maharashtra, India ViSure Investment Affairs Full time

    Job Title: Manager - Capital Markets & Investment Banking Advisory Company: Visure Investment Affairs Pvt. Ltd. Location: Belapur, Navi Mumbai Employment Type: On site, Full-time (Monday to Saturday) Experience: 5-6 Years About the Role: We are seeking an experienced Capital Markets professional with 5–6 years of expertise in equity fundraising and...

  • Manager - Capital Markets & Investment Banking Advisory

    10 hours ago

    Navi Mumbai, Maharashtra, India ViSure Investment Affairs Full time

    Job DescriptionJob Title: Manager - Capital Markets & Investment Banking AdvisoryCompany: Visure Investment Affairs Pvt. Ltd.Location: Belapur, Navi MumbaiEmployment Type: On site, Full-time (Monday to Saturday)Experience: 5-6 YearsAbout the Role:We are seeking an experienced Capital Markets professional with 56 years of expertise in equity fundraising and...

  • Investment Analyst

    2 weeks ago

    Mumbai, Maharashtra, India TVF Capital Full time

    We're hiring: Investment Analyst | Mumbai We are looking for a high-integrity, first-principles thinker to join the team as an Investment Analyst in Mumbai. If you're passionate about business models, equity markets, and long-term investing — and thrive in a collaborative, intellectually rigorous environment — we'd love to hear from you. What we value: ...

  • Investment Analyst

    1 week ago

    Mumbai, Maharashtra, India TVF Capital Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    We're hiring: Investment Analyst | MumbaiWe are looking for a high-integrity, first-principles thinker to join the team as an Investment Analyst in Mumbai. If you're passionate about business models, equity markets, and long-term investing — and thrive in a collaborative, intellectually rigorous environment — we'd love to hear from you.What we...

  • Investment Analyst

    5 days ago

    Mumbai, Maharashtra, India 4point0 Health Ventures Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company Description4point0 Health Ventures is an early-identifier and investor in new-age, health-tech startups on the brink of breakthroughs. With decades of experience in healthcare operations, pharmaceuticals, and entrepreneurship, we bring strategic value to young ventures. Our goal is to make groundbreaking innovations accessible to everyone.Role...

  • Investment Analyst

    4 days ago

    Mumbai, Maharashtra, India 4point0 Health Ventures Full time

    Company Description 4point0 Health Ventures is an early-identifier and investor in new-age, health-tech startups on the brink of breakthroughs. With decades of experience in healthcare operations, pharmaceuticals, and entrepreneurship, we bring strategic value to young ventures. Our goal is to make groundbreaking innovations accessible to everyone. Role...