Investment Management

Job SummaryWe are looking for a candidate to manage a portfolio of clients, execute trades and generate revenue throughcross-selling and upselling clients while helping them to make the right investment decisions thus enabling longterm wealth creation at the same time. The candidate will also be responsible for growing the client base byconverting leads and...

One of our esteem Financial Investment company based in Surat is looking otu for the below role to be filled in their Head office: **Job location** - Surat (Head Office) **Job Title**: - Financial Content Developer **Roles and Responsibilities**: - Writing articles on topics related to finance. - Writing blogs as required for our websites. - Making...

Profile –  Relationship / Wealth Manager Position Title  : Asst. Manager / Manager /AVP Function:  Client Relationship Management Role Context : As relationship owner, responsible to Identify client needs and facilitate delivery of solutions to new and existing clients in line with firm’s financial planning framework and with the...

Function : Client Relationship Management Role Context: As relationship owner, responsible to Identify client needs and facilitate delivery of solutions to new and existing clients in line with firm’s financial planning framework and with the help of our Product and Investment Teams. Acquire new Wealth Management prospects aligned to firm’s...

Role Context :• As relationship owner, responsible to Identify client needs and facilitate delivery of solutions to new and existing clients in line with firm’s financial planning framework and with the help of our Product and Investment Teams.• Acquire new Wealth Management prospects aligned to firm’s target market, develop new territories• Build...

Farbe Firma Pvt Ltd is a leading pharmaceutical company specializing in injectables and critical care products. We pride ourselves on developing cutting-edge medicines that are tailored to meet the needs of our customers. We are constantly striving to provide the best quality of care to our customers and that is why we invest in research and development to...

The OfferWork alongside & learn from best in class talentA role that offers a breadth of learning opportunitiesLeadership RoleThe Job You will be responsible for : Managing the day to day production activities and ensuring that the production shopfloor and workstations are running smoothly and cost effectively.Promoting operational excellence and production...

Farbe Firma Pvt Ltd is a leading pharmaceutical company specializing in injectables and critical care products. We pride ourselves on developing cutting-edge medicines that are tailored to meet the needs of our customers. We are constantly striving to provide the best quality of care to our customers and that is why we invest in research and development to...

The Offer Work alongside & learn from best in class talent A role that offers a breadth of learning opportunities Leadership Role The Job You will be responsible for : Managing the day to day production activities and ensuring that the production shopfloor and workstations are running smoothly and cost effectively. Promoting operational excellence and...

**JOB DESCRIPTION**: **Insignia RM - Surat/Vadodara/Ahmedabad** **Experience**:5-8 years **Locations**:Surat, Vadodara & Ahmedabad **Primary Skills**:Wealth products (Trade Forex, Insurance, Investments, Retail Assets), cross sales, Business banking **Desired Skills & Responsibilities**: 1. Increasing the Liability book and Investment AUM portfolio size...

Roles and Responsibilities Should have strong relationship/network base across Strategic, Large & Mid-Corporates across the locations covered by the respective Candidate Should have minimum years of working experience in the posting location. Candidate should have the ability to generate leads through leveraging the existing relationship &...

Import - Export company hiring “**Finance Executive**” M/F, with minimum 2 years of work experience Company Name**:Gurjari Services Ltd.** Company Profile: Import - Export of Machinery Job Location: Silicon Shoppers, Udhana Main Road, Surat. A. **Position keyword: -** Operation (finance), investment executive, finance executive, documentation...

About the internship:Selected intern's day-to-day responsibilities include:1. Building strong relationships with our clients2. Communicating with our clients and developing a strong rapport with them3. Identifying and resolving any issues that our clients may haveIf you have strong communication and interpersonal skills, then we want you on our team > Only...

Executing buy and sell orders in the stock market. - Monitoring market trends to provide timely investment advice to clients. - Managing and reviewing clients’ investment portfolios. - Ensuring compliance with market regulations. - Maintaining records of all transactions and interactions. Pay: ₹10,000.00 - ₹30,000.00 per month Schedule: - Day...

Executing buy and sell orders in the stock market. - Monitoring market trends to provide timely investment advice to clients. - Managing and reviewing clients’ investment portfolios. - Ensuring compliance with market regulations. - Maintaining records of all transactions and interactions. **Salary**: ₹10,000.00 - ₹30,000.00 per month Schedule: - Day...

Job Description: Credit analysts must be able to handle very high levels of responsibility in their jobs – some lending proposals may be for amounts as great as £50,000,000  What does a credit analyst do?  Credit analysts determine the credit worthiness of people or companies applying for loans. Employers include commercial,...

**Roles and Responsibilities Profile**: Relationship Manager Personal Banker Teller Authoriser Branch Manager **Role**: Relationship Manager **Salary**: Not Disclosed by Recruiter **Industry**: Banking Functional Area BFSI, Investments & Trading Role Category Life Insurance **Employment Type**: Full Time, Permanent Key Skills Sales...

Age:- between 25 to 35 years Timing:- 9:30 am to 7:30 pm Qualification:-( CA ) compulsory Gather and monitor financial data (e.g. sales revenues and liabilities) Prepare monthly, quarterly and annual statements (balance sheets and income statements) Forecast costs and revenues Manage tax payments Organize internal audits Prepare budgets (for the entire...

**Job Role** - Will be responsible for sourcing & deepening relationships from existing customer base of NR Privy League customers - Responsible for selling Equity based investment products to the set of NR customer base - Should have effective servicing skills and should be excellent in conflict management - Responsible to develop business, maximize revenue...

Event planning and coordination: The Creative and Event Coordinator is responsible for planning and coordinating a wide range of events, such as open houses, graduation ceremonies, conferences, and fundraisers. This includes developing event concepts, managing budgets, coordinating logistics, and overseeing event staff. - Creative design: The Creative and...