Fund Analyst Jobs

As an Investment Counsellor in Kolkata, you will play a crucial role in helping clients make informed investment decisions. Your primary focus will be on understanding their financial goals and crafting tailored investment strategies.Key Responsibilities:- Client Consultation: Engage with clients to understand their financial objectives and risk tolerance, ensuring personalized service and advice.- Portfolio Management: Monitor and manage client investment portfolios to align with their goals, regularly reviewing performance and making necessary adjustments.- Market Analysis: Conduct thorough research on market trends and investment options, providing clients with relevant and timely information.- Investment Recommendations: Offer informed suggestions on investment opportunities that suit clients needs, ensuring clear explanations of potential risks and returns.- Relationship Building: Develop strong, trust-based relationships with clients, fostering ongoing communication to enhance customer satisfaction and loyalty.Required Skills and Expectations:Candidates should possess a strong understanding of investment products and financial markets. Excellent communication skills are essential for clearly conveying complex information to clients. Critical thinking and analytical abilities are needed to assess market trends and make strategic recommendations effectively. A proactive approach to problem-solving and a dedication to client service will ensure success in this role. The ideal candidate should also have a relevant educational background in finance or related fields, along with a willingness to continually learn and adapt in a dynamic investment environment.

Key responsibilities: Own the coordination and preparation of responses to investor requests Manage shared inbox by logging all requests Answer requests directly, if appropriate, or assign to relevant team members; and Return completed deliverables to investor Maintain and report on key performance indicators Distribute investor reporting Manage and update repository of historical investor request responses Determine urgency of investor requests and prioritize accordingly Maintain contact database and update investor contact information as needed Stay current on requests and projects across all funds and team members; send reminders whenappropriate and act as project manager Liaise with finance, tax and legal teams to obtain information relating to investor requestsQualifications: Minimum 2+ year work experience, preference for experience working in financial services/assetmanagement industry in a similar role Direct experience in private funds, client service and/or investor relations is a plus Experience in one of the following asset classes is a plus: real estate, infrastructure, renewables, privateequity, credit Excellent writing and communication skills; fluency in English; ability to convey information in an effectiveand professional manner Superior organization skills with great attention to detail; ability to navigate a fast-paced environment and

As a Business Analyst, you will be responsible for analyzing business processes, identifying areas for improvement, and developing strategies to enhance operational efficiency. You will collaborate with stakeholders to gather requirements, conduct research, and generate reports to support decision-making.Key responsibilities include conducting data analysis to identify trends and insights, developing business cases to support strategic initiatives, and facilitating communication between different teams to ensure project success. You will also be expected to participate in meetings, workshops, and presentations to share findings and recommendations.The ideal candidate will have strong analytical skills, excellent communication abilities, and a keen eye for detail. A post-graduate degree in a relevant field is required, along with up to 4 years of experience in a similar role. You should also be proficient in data visualization tools, project management software, and have a solid understanding of business processes and technology. Confidence, adaptability, and a proactive approach to problem-solving are essential for success in this role.

Terminal SeatingOrder punching (on behalf of clients)Strong understanding of Mutual Funds, AIFs, PMS, and other financial products can be an added advantageExcellent interpersonal, communication, and relationship-building skills.-Identifying, acquiring, developing and maintaining customer relationshipsManaging and improving relationship values through latest updates & development in market

We have vacant of 5 Calling Executive Jobs in Delhi for Freshers Educational Qualification : Higher Secondary Skill telecommunication,Convincing Power, Share Market,Equity Analyst,Mutual Funds Sales etc.

Equity Research Analyst (female) - Sector 54,GurgaonJob descriptionConduct thorough research and analysis of companies, industries, and market trends.Evaluate financial statements, annual reports, and other relevant data to assess the performance and potential of various investments.Monitor and analyze market news, developments, and economic indicators to identify potential investment opportunities and risks6 Days working

Job description Department : Finance & AccountingEmployment Type: Full TimeEducation : Chartered Accountant Location : Ahmedabad (PANCHWATI AREA)About the Company:Ornet group was established in early 90s. We are into manufacturing of Reactive, Direct and Acid Dyestuffs. We are a ISO 9001 & ISO 14001 certified organization and also a Government-Recognised Star Export House. Other companies of the group includes Ornet Beauty, Ornet Transformers LLP, Ornet Capital and Ornet Realty .Purpose:Provide leadership for Finance and Accounts activities at plant and business level in terms of accuracy, & on-time completion in line with board expectations and statutory accounting standards.Job Responsibilities: Ensure on-time and error-free monthly, quarterly and annual book closures Prepare Monthly MIS & Monthly Financial / Corporate trial Balance / CWIP Status & Fixed Asset Register / review of Creditors & Customer Ageing Report / Inventory Ageing Report / Financial report / Export tracker / Variance analysis Prepare Credit Monitoring Analysis (CMA) to manage bank credit certificates for funding purpose Ensure completion of internal and external audits on time and close open queries if any Document and update annual budget for the division, to deploy financial performance goals Ensure accuracy of all transaction in terms of receivables, payables, accounting, cash management by verifying and certifying all necessary documents Ensure compliance with Direct tax, Indirect tax, Companies and other statutory requirements by liaising with External and Internal stakeholders and Government Authorities, timely Payment of dues, Audits. To develop periodic statement of accounts like profit and loss, balance sheet for companies and individuals. Preparing and filing of Income.

Applicant must have these certificate currently. NISM SERIES 8 CERTIFICATE equity derivativesPrime Responsibility - Revenue generation from Dealing & Other Product & Services. ESSENTIAL DUTIES & RESPONSIBILITIES. 1.Execute the orders on behalf of clients and operating stock trading terminals2. Confirmations of trade done by EOD3. Update Client about their Position.4. Solving Queries of the customers.5. Accurate & timely execution of orders on terminal6. A Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation.7. Activation of inactive clients8. Cross selling other products9. Regular Meetings with clients for maintaining relations10. Proper confirmations of trades to clients on daily basis.

Job Description:The Analysts mandate is to oversee all aspects of the fund, including the following: Overseeing the funds investment and operations, sourcing investment opportunitiesconducting due diligence (financial, legal and regulatory) and risk analysis Merger and Acquisition Structuring and negotiating investment terms The Fund Analyst is expected to develop and refine potential investment opportunities andpipeline. Liaise with Financial institutions to seek information and keep abreast of latestdevelopments in Real Estate sector Transaction Risk management. Process control, management and deal compliance. Work out different financial models and analyze the impact on various investment options. Analyse and work out the financials for the deal. Analyze incoming real estate (residential, commercial, or industrial) opportunities in order toassist in growth of the real estate portfolio. Coordinate with developers to make disbursements in accordance with approved budgetsand work programme. Present analytical reporting, performance reporting and valuation.

Purpose:To support the organization's financial planning and analysis functions by providing financial modeling, forecasting, and analysis. This role is critical in ensuring that the company is making informed financial decisions and is able to meet its financial goals.Key Responsibilities of the Role: Oversee the financial planning of the business by evaluating its performance and potential risks. Perform regular financial analysis. Develop budgets & rolling forecasts that meet the requirements of business with accuracy. Establish targets and manage & communicate clear message with various business stakeholders including business heads & chairman. Evaluate various business proposals & provide insight about key risks, benefits & area of improvement that help in achieving overall objective of business. Prepare detailed reports on the companys financial performance. Recognize patterns in company spending, revenue, and recommend solutions to any problem areas. Provide analysis on various key parameters of business & Developed financial model & reports to be shared with business. Analysis about business best practices & implementation across business verticals. Excellent in Forecasting, planning, evaluation of projects. Excellent in excel, working knowledge of Macros, Modelling & dashboarding.Key Performance Indicators: Accuracy, Speed & automations. Financial accuracy of forecasting & Budgeting Successful in implementation of various revenue enhancement & cost reduction projects. Insighting of various projects with key actionable. Identification of Critical Success Factors for winning TendersKey Interactions:Internal Business & other support functions & able to closed things.External Govt/Institutional clients/Vendors- Relationship management to milk current relations / forge new relations to Map competition activities. Understand Industry trends & therefore benchmark usQualification: CA /MBA Finance from top institute

JOB DESCRIPTION:FACE TO FACE FUNDRAISER - HYDERABADThe role of a fundraiser is to raise awareness about save the children to people on the street, at public places, Malls, Corporate offices and inspire them to contribute funds and become financial supporters.1. Promote awareness of the organization's mission and work.2. Acquire new donors.3. Research potential sponsors.4. Maintain positive relationship with donor.5. Plan fundraising initiatives to help organization meet financial goals.6. Raise funds for our cause and ability to work towards fundraising targets,accept and implement feedback.

1. Demat & Trading Account Opening2. Online Training for clients3. Achieve revenue target of 1.5 times of CTC4. Personalized services to the clients ( Equity & commodity)5. Online Trading Training to the clients6. Daily Market updates & Knowledge updation to the individual7. Mobile App updation & Daily website updation8.Manage customer relationship through effective resolution of their complaints / issues9.Be abreast of the market trends and competitors strategiesNOTE : No Cross sell the other investment products.

To lead the whole branch banking sales & operations.1. Enhancement of Deposit pool from customers.2. Establishing standards and delivery of service.3. Sale of non-deposit products. Cross selling targets progressively.4. Sale of MF and insurance products.5. Fee income.6. Branch administration.7. Regulatory compliance.8. Manage productivity, morale of branch personnel.

Job descriptionUrgent Recruitment in SURO BHARATI SANGEET KALA KENDRA, Serampore, Hooghly.Post Content Analyst ( Stock Market, Mutual Funds, Finance )Education Graduation in any fieldDuty hours 10:30 am 7:00 pm (Monday to Saturday)Requirements Adaptability Basic computer knowledge Keep up to date with latest trends in financial/capital markets domains Good quality control skills Basic knowledge of finance domain - stock market, investments, mutual funds, etc. Responsible for updates on mutual fund schemes based on the sector/stock changes in the portfolioJob Responsibilities Research industry-related topics (combining online sources) Prepare fresh content for stock market, mutual funds, finance, investment, capital market. Prepare well-structured drafts using Content Management Systems Creating content on trading and investing niche Writing scripts on financial-related topics Finding emerging trends in the financial system Performing research on the finance sectorJob Location Serampore, Hooghly ( WFH based on your current location )Both experienced and fresher can apply.

Kanchansobha Finance Pvt. Ltd.position: Manager / Senior Manager job Description:we are Looking for a Chartered Account Having Experience of 2 to 5 Years in Corporate Finance/investment Banking. We are Willing to Consider Bright Mbas/cmas that have Strong Fundamentals and Relevant Experience.the Candidate Will Be Responsible for Preparation of Financial Models, Cma Data, Project Reports, Research, Restructuring/resolution Plans and Presentations for Submission to Banks, Financial Institutions, Nbfcs, Investors (including Private Equity Investors). the Job also Involves Plenty of Analysis Including Analysis of the Companys Business Model, Resolution Plans, Growth Plans, Etc. Besides, the Candidate Shall Be Required to Perform Industry Level / Company Level Research of Data from Various Public Databases. the Candidate Can Expect Active Participation in Client Meetings and Will Be Required to Regularly Interact with Client Teams for Gathering Information, Due Diligence, and other Items. the Candidate Shall Be Expected to Guide Junior Members of the Team and have the Skillset and Capability to Take On Leadership Roles as They Grow Within the Organization.we are Ideally Looking for a Person Who is Located At a Manageable Distance from Bkc.industry: Investment Bankingrole: Manager / Senior Manager pay: Rs. 9,00,000-rs. 12,00,000 P.a (negotiable)key Skills: Corporate Finance, Restructuring, Resolution, One Time Settlement, Debt Syndication, Funding, Cma Data, Project Report, Credit Appraisal Form, Power Point Presentations, Excel education: Chartered Accountant/mba/cma Having Experience of More Than 3 Years.desired Candidate Profile:1. Technically Sound2. Good English Communication Skills3. Free to Travel Anywhere in India4. Hard Working and Diligent5. Ability to Handle Pressure6. Team Worker7. Positive Attitude

-Achieve revenue target of 1.5 times of CTC-Contact the prospects (customer) through various sources-Leads from events / seminars, etc-Own references-Convince customers to open an account with MSEFSL and achieve the monthly client acquisition targets-Manage customer relationship through effective resolution of their complaints / issues-Be abreast of the market trends and competitors strategies-Portray & maintain a consistent image of MSEFSL in front of the customers vis--vis competition

Hy this is from TOTAL ENVIRONMENTAL HEALTH CARE FOUNDATION as we are looking for a Manager who has a good experience in managing foundation/NGO also WITH good experience in computer work as this job is for Handling the FOUNDATIONResponsibilities:Develop an understanding of foundation campaigns.Make presentations and explain. Explain the Projects to the members of public in a clear and interesting way.To identify and approach target individual for Fund Raising opportunities. Coordinate and participate in various promotional activities, events and campaignsTo mobilize funds from individuals, corporate, commercials etc.

The candidate should be able to handle the HR processes and also look into the statuary complaices on PF and othe HR norms

Job Description: Execution of trade orders on behalf of clients Building relationships with clients & educating them about Investments.. Client Acquisition as per targets and cross-selling of 3rd party products (MF, Insurance, SIP, etc) Client meetings or visits as per requirement. Trading on behalf of the clients Portfolio Management Building relationships with clients & educating them about Investments Guiding clients on 3rd party products like insurance, mutual fund, sip etcSpecialized Activities:1. Executing Trade Orders.2. Advising Clients based on Research Report.Required Criteria: Graduation is a must Stock Market knowledge is mandatory. Should possess good communication skills. Dealing & Cross Sales Experience is s must Minimum 6 months of relevant experience for Branch Dealing & 2 years of experience for HNI,NRI & Preferred desk NISM 8 mandatory certification (Equity & derivatives) / NISM preferred (Mutual Funds) are preferred

1. Demat & Trading Account Opening2. Online Training for clients3. Achieve revenue target of 1.5 times of CTC4. Personalized services to the clients ( Equity & commodity)5. Online Trading Training to the clients6. Daily Market updates & Knowledge updation to the individual7. Mobile App updation & Daily website updation8.Manage customer relationship through effective resolution of their complaints / issues9.Be abreast of the market trends and competitors strategiesNOTE : No Cross sell the other investment products.

Key responsibilities: Own the coordination and preparation of responses to investor requests Manage shared inbox by logging all requests Answer requests directly, if appropriate, or assign to relevant team members; and Return completed deliverables to investor Maintain and report on key performance indicators Distribute investor reporting Manage and update repository of historical investor request responses Determine urgency of investor requests and prioritize accordingly Maintain contact database and update investor contact information as needed Stay current on requests and projects across all funds and team members; send reminders whenappropriate and act as project manager Liaise with finance, tax and legal teams to obtain information relating to investor requestsQualifications: Minimum 2+ year work experience, preference for experience working in financial services/assetmanagement industry in a similar role Direct experience in private funds, client service and/or investor relations is a plus Experience in one of the following asset classes is a plus: real estate, infrastructure, renewables, privateequity, credit Excellent writing and communication skills; fluency in English; ability to convey information in an effectiveand professional manner Superior organization skills with great attention to detail; ability to navigate a fast-paced environment and