Investment Banking Job Vacancies in Bangalore

About VIBHA ENTERPRISESVIBHA ENTERPRISES is a financial planning firm specializing in Equity, Insurance, and Distressed Asset Management. We empower clients with tax-efficient wealth creation, risk protection, and alternative investment solutions.

PR Tech Global is expanding and our franchising team is growing exponentially. We are looking for an experienced Investment professional that can support our franchising network with expertise in investment management focusing on the IT sector.As an Investment professional with PRTG you will develop new relationships with clients around the world and assist them with investments in our business operations: franchising, exclusive projects and commercial financing.We are looking for experienced investment professionals that have a background in Investment Banking, Capital Markets, Hedge Funds or Commercial Law.Communication is key and you will be able to develop new relationships with clients and support them with their investment decisions for the long term. We offer attractive returns on our exclusive projects and our skilled teams work together to deliver the outcomes required in the business.Join our team and contribute to London's award winning technology business.

About our client:Our client is a leading financial services provider in India, offering a wide range of products and solutions to cater to the diverse needs of their clients. They have a strong presence in the equity, debt, currency, commodity and derivatives markets, as well as in wealth management, insurance, mutual funds and portfolio management services. Location : Chennai Roles & Responsibilities:Develop and maintain a long-term relationship with customers. To execute trades for clients in NSE, BSE & FNO Segments.Should be presentable with good communication & convincing skill.Trade on behalf of clients. Reactivation of dormant clients. Ensure growth in clientele by converting leads. Generate Equity Business and maintain strong client relationship.Cross sales product from time to time.

Job Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the existing ones and hence buildAUM.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line.Update and cross sell products to existing clients and update them about the primary and secondary markettrends.Update self-regarding all schemes, products and solutions by regularly attending trainings.Share regular communications with client regarding information, research and material of the organization.Conduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads.Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance,fixed income, mutual funds, etcWealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite andassist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledgeof competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex informationclearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have stronglogical and numerical abilityWork to achieve targets: Has ability to deal with stress and follow proced

We are hiring for Financial consultant advisor for Remote job profile with flexible working hours. Also fresher are most welcome.

About the roleWe are actively seeking dynamic individuals to join the inbound business team at Dezerv. In this capacity, you will engage with discerning inbound clients possessing a net worth of 50 lakhs and above. Your primary responsibilities will encompass facilitating a comprehensive understanding of Dezerv's Portfolio Management Service and Mutual Fund investment strategies, ultimately guiding clients in their investment.What you will work on: PMS SalesYou get pre-scheduled video meetings with potential clients where you will have to review clients portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of 50L & above)Interact and convert these high-intent inbound clients into investing in our portfolio productsHave good knowledge of the overall markets and use those points in your conversations with clientsEvaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.Help clients in their onboarding process by coordinating with multiple stakeholders like the operations team, product team and tech team. Guide clients thoroughly on their Tax liabilities when exiting or entering into fundsMaintain good relationships with your existing clients for investing more into different products which we offer

Job Description:We are a 'Reference-Only' financial coaching practice managing over 160 Crores in AUM across various asset classes. Our company is looking for knowledgeable & responsible financial advisors to join our team who will be responsible for providing financial guidance to our high-net-worth clients in order to help them accomplish their financial goals & educate them about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy with a very generous un-capped incentive structure for working in the best interests of our customersYou can learn more by visiting the founder's LinkedIn profileYour Roles & Responsibilities will include:Explaining the pros and cons of various investment strategies, answering all finance-related questions, and addressing clients concerns.Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.Developing financial plans to help clients achieve their long-term, mid-term and short-term financial goals.Communicating openly, consistently, and honestly with clients and always keeping them informed about changes to your investment strategy.Completing and submitting investment-related documents, including application withdrawal forms and tax proofsPerforming day-to-day administrative tasks, such as responding to emails, calls, and escalations from clients and vendorsIdentifying common problems and escalating them to management, along with possible suggestions for improvement, wherever possible.Qualities and Skillsets we are looking for:An effective communicator with excellent written and verbal communication along with excellent interpersonal skills.Good analytical and problem-solving skills with a fine eye for details.Self-motivated and confident with a strong work ethic and ability to work independently without much supervision.

Responsible for Concept Selling across the region, leveraging mapped distributor & investor relationships Drive Sales through National and Regional Distributors, RIAs, Wealth and other retail distribution channels.Design and execute sales strategies with local distribution channels and broking platformResponsible for ETF targets(Net Sales, Investor Count, IAP Events) for the Zone and to create positive environment to drive passive products salesTo conduct Regular Training and Knowledge Sessions for distributors, Internal Employees & investors across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related informationTo conduct Regular individual & group meetings with investors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital marketGrow, develop and activate new distribution and business verticals PMS, PFs, Broking, Family OfficesProviding critical ground level feedback for enhancing business activities, products & any other feedback based on customer & team interactionGive market feedback to central team on Competition Products Positioning and Product sales in marketRecommend ETF's as part of Asset Allocation / Core portfolio to investors directly or through RM

Handling of the entire branch operations Fund Management, Preparing of the compliance report of the audit. Preparation of the salary statement. Verifying the day to day transactions of entire retail banking. Overall in charge of all accounting transactions & maintenance of all registers pertaining to the Bank, with the assistance of a trainee. Assisted in the formulation of the annual financial budget. Initiated & coordinated the quarter end, half year end & year end accounting procedures.

Please read the JD before applying, apply only if you are fresher or working in the banking industry.Industry: Investment Bank ( Goldman Sachs, JP Morgan, Citi Group, BNY Mellon, Society General, Barclays, BNP Paribas, Bank of America, etc..,)Role: OperationDesignation: AnalystEligibility: B Com, BBA, MBA (2018, 2019, 2020, 2021 Passed Out)Percentage of Marks: Min 60% with Nil Arrears.Package:3.5 Lakh - 5 lakh/ Annual CTC.Job Location: Chennai & Bangalore.Vacancy: 60 - Prefer immediate joinersField: Investment banking is a special segment of banking operation that helps individuals or organizations raise capital and provide financial consultancy services to them. They act as intermediaries between security issuers and investors and help new firms to go public.Analyst - Roles and Responsibilities: 1. Self-motivated and proactive team player who takes ownership and demonstrates accountability, has strong organizational skills as well as the ability to effectively manage competing priorities2. Proactive, enthusiastic approach with very high attention to detail3. Highly collaborative, flexible, and team-focused with the ability to interact effectively with a wide range of stakeholders4. Effective problem solving and critical thinking skills along with the ability to use discretion and good judgment5. Excellent Client Service skills with the ability to communicate complex issues to individuals with varying levels of product expertise.6. Competency with MS Suite, especially Excel, and the ability to learn multiple programs quicklyProcess :Step 1: Written Aptitude testStep 2: HR round of interviewNote: Selected Candidate to undergo a training programAddress: Sipani East Avenue, 439 3rd floor, 18th Main Rd, 6th Block, Koramangala, Bengaluru, Karnataka 560095

JOB DESCRIPTION RETAILRoles & Responsibilities:Acquisition of new clients and formulating strategies to increase the client base. Dealing and servicing of existing clients.Preparation and execution of Financial assessments. Conducting Regular portfolio review of the clients.Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.Approaching need based product to the clients through Financial assessment. Generating the revenue primarily through core products.Salary: 3-6 LPAExperience : Minim 1.6-2 years in direct sales in Wealth Management products Skills needed :Candidates with Excellent communication skills.Good Experience in Financial Planning, Investment Advisory, Wealth Management of minimum1.6 -2 yearsPleasing Personality and well behaved.Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

Special Invitation for Vrs/retired Senior Citizens Housewives Professionals and Free Lancers for Registration Call

PR Tech Global is expanding and our franchising team is growing exponentially. We are looking for an experienced Investment professional that can support our franchising network with expertise in investment management focusing on the IT sector.As an Investment professional with PRTG you will develop new relationships with clients around the world and assist them with investments in our business operations: franchising, exclusive projects and commercial financing.We are looking for experienced investment professionals that have a background in Investment Banking, Capital Markets, Hedge Funds or Commercial Law.Communication is key and you will be able to develop new relationships with clients and support them with their investment decisions for the long term. We offer attractive returns on our exclusive projects and our skilled teams work together to deliver the outcomes required in the business.Join our team and contribute to London's award winning technology business.

Please read the JD before applying, apply only if you are fresher or working in the banking industry.Industry: Investment Bank ( Goldman Sachs, JP Morgan, Citi Group, BNY Mellon, Society General, Barclays, BNP Paribas, Bank of America, etc..,)Role: OperationDesignation: AnalystEligibility: B Com, BBA, MBA (2018, 2019, 2020, 2021 Passed Out)Percentage of Marks: Min 60% with Nil Arrears.Package:3.5 Lakh - 5 lakh/ Annual CTC.Job Location: Chennai & Bangalore.Vacancy: 60 - Prefer immediate joinersField: Investment banking is a special segment of banking operation that helps individuals or organizations raise capital and provide financial consultancy services to them. They act as intermediaries between security issuers and investors and help new firms to go public.Analyst - Roles and Responsibilities: 1. Self-motivated and proactive team player who takes ownership and demonstrates accountability, has strong organizational skills as well as the ability to effectively manage competing priorities2. Proactive, enthusiastic approach with very high attention to detail3. Highly collaborative, flexible, and team-focused with the ability to interact effectively with a wide range of stakeholders4. Effective problem solving and critical thinking skills along with the ability to use discretion and good judgment5. Excellent Client Service skills with the ability to communicate complex issues to individuals with varying levels of product expertise.6. Competency with MS Suite, especially Excel, and the ability to learn multiple programs quicklyProcess :Step 1: Written Aptitude testStep 2: HR round of interviewNote: Selected Candidate to undergo a training programAddress: Sipani East Avenue, 439 3rd floor, 18th Main Rd, 6th Block, Koramangala, Bengaluru, Karnataka 560095