Investment Jobs in Bengaluru

Job Description: Having exposure to Equities and bonds from family offices Mutual funds or wealth advisors. Expertise includes investments fund management business & product strategy client advisory and risk management. Compared and analyzed company fundamentals f More...

Daily cash flow planning and fund statements reporting and Coordination with the bankers for daytoday activities. Review of investments and shortterm fund planning. Coordination with the bankers to open LC and Bank Guarantee. Efficient investment through FD Arbitrage L More...

KEY RESPONSIBILITIES Develop and maintain financial models to support investment and financing decisions Prepare detailed investment documents and investment approval requests Assist in asset and portfolio valuations Ability to liase on behalf of the company with exter More...

About Us:OneBanc is a neobank building the economic infrastructure for the workforce of India. The idea of OneBanc started when a young girl asked Vibhore a serial entrepreneur why the money in her piggybank never grew. Adopting this philosophy of #DemandMore OneBanc connects enterpri More...

Establish and maintain strong relationships with Banks NBFCs Real Estate Debt/Equity Funds Investors etc. for successful fundraising.Take charge of deals postorigination by the buyside team. This includes business selection IM preparation structuring pitches lender lists obtaining ter More...

Job:Tech Return on Investment Level: Senior manager Experience:1316 Years Big 4’s with Consulting experience is mandate.

Conduct financial analysis, due diligence, and valuation assessments to support transaction execution and advisory services. Collaborate closely with cross-functional teams, including legal, compliance, and other internal stakeholders, to ensure successful deal execution. Develop rec More...

Establish and maintain strong relationships with Banks NBFCs Real Estate Debt/Equity Funds Investors etc. for successful fundraising.Take charge of deals postorigination by the buyside team. This includes business selection IM preparation structuring pitches lender lists obtaining ter More...

Job Summary Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.New client acquisition for BrokingInvestment products PMS/MF/Fixed Income and Insurance on as per assigned targets Key Deliverables 1. Ensure timely adv More...

Role Summary : Sourcing of HNI clients for Investment Products like Portfolio Management Services (PMS) AIFs Mutual Funds Fixed Income Insurance and Broking A/Cs. Achieving the Business targets assigned for AUM and Revenue by upscaling and deepening the High Net Worth relationships. More...

Job Description: > Educational Qualifications: Post Graduation > Experience: 5 Years in handling the investment products as product manager/investment counsellor/wealth Manager/Relationship Manager. > Excellent communication presentation and relationship management skills. > Prefer More...

Job Title: Coordinator Investments (TRR) Job Objective The Coordinator Investment is a supporting member of a small versatile investment team. The incumbent will support with administration and coordination tasks associated with the core work the investment team does to More...

Job Overview: The Field Executive Financial Products Sales will be responsible for promoting and selling our range of insurance and investment financial products to prospective clients. This role requires a proactive individual with strong sales acumen excellent communication skil More...

Job Summary:Personal Financial Advisors are responsible for assessing the financial needs of individuals and providing tailored advice to help them make informed decisions regarding investments tax laws insurance and other financial matters. This role involves analyzing financial info More...

Overview:As a Relationship Manager for Mutual Funds you will play a crucial role in developing and maintaining relationships with clients to promote and sell mutual funds products. You will be responsible for providing financial advice understanding clients investment needs and offeri More...

Role description for Manager Treasury Well versed with the factors which governs the market and should track them regularly: Gsec Market SDL Market Tbill market OIS Macro and micro market indicators like inflation IIP numbers demand & supply equity market GDP growth forex rate More...

If you love to interact with people have a passion for personal finance and can be a trusted companion to our customers in their financial journey then do read further about your responsibilitiesCore Responsibilities:Engage with the clients regularly and conduct their portfolio review More...

Job Description: We are seeking a skilled and experienced Accounting Taxation and Administrative Specialist to join our family office based in Goregaon. The ideal candidate is a mature settled professional with a strong background in accounting taxation and financial transactio More...

Vice President/Associate Director/ Director Chennai/Coimbatore/Tirupur/Trivandrum 15 Years or Above MBA Finance or equivalent Job Description: New Client Acquisition Asset allocation analysis & Financial Planning Handling a portfolio of UHNI clients with the team leader Growin More...

Roles and Responsibilities Acquire new accounts per annum with a minimum margin per account retaining the old clients by periodic meetings. Actively prospect and engage in client acquisition efforts to grow the business. Build deep relationships with clients identify th More...