Roles and Responsibilities :-
Here are the following duties of a BDE.
· Client Relationship Management
· Responsible to generate brokerage primarily through advising,Clients on their Portfolio
· Develop and Maintain a long term relationship with customers,to maintain...
...Job Description: Investment Advisor Registered Investment Advisor (RIA)
Background:
We are a pioneering corporate SEBI RIA specializing in comprehensive financial planning and investment advisory services tailored for High Net Worth Individuals (HNIs), family offices,...
...You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.
Using a consultative process, you...
Rs 3 - 5 lakhs p.a.
...Job Description
Min. 5 years of Investment, Fund Management or Investment advisory experience with Proof.
Postgraduate in Finance /... ...cost of exam )
Investment Banking,NISM
Designation: Investment Advisor
Vacancies: 1
Experience: 5.0 Year(s) - 7.0 Year(s)...
...recently recognized as the “Most Reliable Trade Finance Services”, Caribbean 2021
We are seeking a knowledgeable and certified Investment Advisor to join our team at EEB. As an Investment Advisor with certification, you will be responsible for providing comprehensive...
...Description:
We have an urgent opening for the position of Investment Advisor for a Reputed CA Firm at Mumbai (Ghatkopar) .
Job Description:
Please find the details for the same:
Position: Investment Advisor
Salary: As per Industry norms
Qualification: MBA...
...We are Looking For Sales Officer Investment
Location : Calicut: Koyilandy Kozhikode Balussery Vatakara
Kannur: Talassery Payyannur Iritty
Malappuram: Valanchery Ponnani Nilambur Perinthalmanna
Experience : Minimum 6 Months in Sales Marketing or Banking...
...1. Building relationships with clients & educating them about Investments 2. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, FD, RBI Bonds etc) 3. Client meetings directly and joint meets along with Bank PBG RM`s 4. Pitching our research...
...The Investment Analyst will be an integral part of the investment team, responsible for conducting detailed research and analysis of potential... ..., including coordination with legal, compliance, and external advisors.
Qualifications
Education: Qualified Chartered...
Rs 10 - 20 lakhs p.a.
...experience of the candidate.
Responsibilities:
Generate investment ideas and prepare proposals for
Analyze Fixed Income Mutual... ...responsibilities and requirements to excel as an Fixed Income-Based Advisor.
financial research,Equities,Family office,Mutual Fund,...
...AIFMD including country specific nuances with specific emphasis on investment guidelines.
This is an individual contributor role.... ...private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full...
...largest Asset owners and Asset managers globally. Our service enables clients to efficiently detect and manage violations of their investment rules, facilitating risk reduction and demonstrating industry best practices. Our mission is to support our clients - investment process...
...division of JPMorgan Chase Bank, WSS leverages the firm’s global scale, leading technology and deep industry expertise to service investments around the world. It has $16.1 trillion in assets under custody and $7.3 trillion in funds under administration. For more information...
...About Smilegate: Since starting as Smilegate Investments in 1999, we have positioned as a top-tier VC based on various investment experiences... ..., work closely with Founders and serve as a strategic advisor to help grow the business
Qualifications
• A personal interest...
Job Description:
Duties & Responsibilities of Investment Manager:
? Understanding of Co.’s financial/investment goal and requirement.
? Building strong relationship with various Wealth Managers.
? Making informed financial recommendations and decisions related to investment...
Rs 3 lakh p.a.
...life insurance industry, offering a diverse range of insurance and investment products. We are committed to providing financial security and... ...financial goals and aspirations. The Role
As an Insurance Advisor at ABSLI, you will be responsible for promoting and selling our...
...Job Summary:
Supports the execution of the Company’s investment platform by performing financial analyses of investment opportunities, preparing investment committee memorandums, and conducting market research.
Job Responsibilities:
~ Assist investment teams with...
...Position Overview
Job Title -Investments Engineer
Location - Pune, India
Role Description
In our squad Data Driven Services we develop and maintain high-quality microservices for digital private banking solutions, such as our messaging product InfoServices and...
...Wealth Management Advisors wanted. As the world’s leading, independent digital private investment bank and asset management organisations, deVere Group prides itself on providing high-class, professional advice to expatriate clients and investors all over the world.
We...
...Bengaluru, with flexibility for some remote work. As a Financial Advisor, you will be responsible for providing financial guidance and... ...situations, developing personalized financial plans, recommending investment options, and monitoring portfolio performance. You will need to...
Investment managers can range in size from one-person offices to large multi-disciplinary firms with global offices. They follow market activity closely to help dictate investment decisions they will make for their clients, ensuring that portfolios are balanced and meet each...
...Description
• to maintain UpToDate investment records, their comparison with benchmarks.
• Company balance sheet Evaluation and analysis to identify good long term investments
• Analysing existing investment and new investm...
...Java Front End Developer (Midrange) – Associate/AVP -
Agile Regulatory Reporting Team (TDI- Private Bank-Products & Enterprises Investments)
Location: Pune, India
Role description
Our Investments – agile teams at Deutsche Bank - Private Bank (TDI) develop and...
...Brand Capital is the strategic investment arm of The Times Group (Bennett, Coleman & Co. Limited). Brand Capital leverages brand-led growth and value creation via unique and pioneering investment models and programmes. At Brand Capital, we put the unmatched might of our media...
...working "Upstream" to create, deepen, and expand markets and opportunities for the private sector and to imagine, design, and implement investment projects. This strategy also relies on a closer WBG collaboration through the "Cascade" approach: working with clients, we will...
...Investment managers work with investors' money to help them reach their financial goals . They come up with ways to allocate stocks and bonds that align with the client's goals, buy and sell investments when necessary, oversee the performance of the portfolio and report results...
...Job Description – Investment Analyst
ROLES AND RESPONSIBILITIES:
You will have a multi-faceted role, wherein you will be required to assume a front-end plus backend role to help ensure the success of customers using the Marquee Equity service and manage Marquee Equity...
Rs 1.5 - 2.5 lakhs p.a.
...the trading terminal efficiently.
Stay updated with market trends and developments.
Assist clients with trading strategies and investment decisions.
Monitor client accounts and ensure compliance with regulations.
Trading,Sharemarket,Equity,Futures,Options...
...sectors including Microfinance, SME, Gender, Climate, Insurance, Capital Markets, Housing, Distressed Assets, and other areas, with both investment and advisory services delivered globally to IFC's clients through IFC's global network. FIG has three main objectives: 1) financial...
...with the impacts of global compounding crises. For more information, visit
IFC's Disruptive Technologies and Funds Group ("CDF") invests in private sector companies globally. IFC's CDF has a track record of successful investments in direct venture capital across many...