Array ( [0] => investment-banking [1] => mumbai ) Investment Banking Jobs in Mumbai,Investment Banking Job Vacancies in Mumbai Maharashtra
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Investment Banking Job Vacancies in Mumbai

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Finance Advisor Fresher (Female)

Money Honey Financial Service Pvt Ltd

  • Fresher
  • 4.5 Lac/Yr
  • Mumbai
Financial Services Investment Banking Finance Financial Planning
Position-Financial AdvisorDescription: - 1.Showcase investment products to clients which may be of interest for them2. Assist the client in aligning his or her investments as per his or her needs.
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Hiring Fresher - Finance Advisor - Mumbai

Call2connect pvt ltd

  • 0 - 2 yrs
  • 3.3 Lac/Yr
  • Mumbai
Financial Planning Cold Calling Customer Calling Investment Banking Leadership
Client engagement activity over phone.o Objective of engagement is to build sound relationshipo Exchange latest update about new product or any upcoming changes inexisting productso Increase wallet share from existing clientso Increase client base by adding new cliento Help existing client if they have any service issues post transactiono Existing client portfolio reviews at periodic intervals; Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospectiveas well as existing) which may be of interest for them or which are on the approvedlist; Assist the client in aligning his or her investments as per his or her needs, and riskappetite in line with dynamic asset allocation; Responsible for business growth as well as growth of client base.
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12th Pass Freshers For Finance Advisor

Axis Max Life Insurance

  • 0 - 6 yrs
  • Mumbai
Financial Services Investment Banking Leadership Financial Planning Financial Consultancy
A Financial Advisor Provides Clients with Expert Guidance On Financial Planning, Investments, Insurance, Retirement, and Wealth Management. the Role Involves Assessing Clients Financial Goals, Developing Customized Strategies, and Helping Them Make Informed Financial Decisions to Secure Their Future.
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Finance Analyst

Freelance Recruiter

  • 5 - 7 yrs
  • 15.0 Lac/Yr
  • Mumbai
Financial Analysis Asset Management Analyst Private Equity Investment Banking Corporate Finance Investment Analysis Valuation Analysis Financial Modelling Microsoft Excel Bloomberg Capital IQ Python
Must have around 5 to 7 years of experience as Financial analyst in any International or national level Financial/Fintech company.
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M.B.A/PGDM Freshers For Finance Advisor

Aditya Birla Capital

Financial Services Financial Planning Corporate Finance Investment Banking Finance BFSI Business Finance
Financial Advisor
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Opening For Fundraising Manager

Essenzaa Nutrition Pvt. Ltd

  • 4 - 5 yrs
  • Borivali East Mumbai
Investment Banking Private Equity Venture Capital PE Presentation Valuation Fundraising Corporate Finance FMCG D2C Brands Financial Modelling Investment Analysis MBA Finance
Key Responsibilities Develop and execute fundraising strategies to meet the companys capital requirements. Identify, connect, and build strong relationships with venture capitalists, private equity firms, family offices, angel investors, and financial institutions. Prepare and deliver compelling pitch decks, investment proposals, and financial models to potential investors. Negotiate deal terms and ensure compliance with legal and financial regulations. Collaborate with senior leadership to align fundraising efforts with business goals and growth plans. Monitor industry trends, investor sentiments, and competitor funding activities in the FMCG/D2C ecosystem. Build and maintain a strong investor relations framework for continuous engagement and trust. Track fundraising performance and prepare reports for management and stakeholders.
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Investment Banking (pitch Deck & Deal Analysis)

IRA & Associates

  • 0 - 3 yrs
  • 2.3 Lac/Yr
  • Andheri East Mumbai
Canva MS Office
We're Hiring! Analyst Investment Banking (Pitch Deck & Deal Analysis) Are you passionate about finance and investment banking? Are you a recent graduate looking for an exciting opportunity to kick-start your career?Were looking for a talented Analyst to join our dynamic investment bank! Whether you're a fresh graduate or have some experience in investment banking, consulting, or financial services, this is your chance to work with innovative companies and support exciting fundraising initiatives. Key Responsibilities:Create high-impact pitch decks for startups & mid-market companiesConduct in-depth deal analysis including valuations, market assessments, and industry trendsDevelop marketing collaterals like brochures, case studies, and investor communicationsSupport investor engagement and assist with client meetings and presentations Qualifications:Bachelors degree in Finance, Business, Economics, or related fields (MBA/CA/CFA preferred)Proficiency in Canva, PowerPoint, and ExcelStrong understanding of the startup ecosystem and mid-market dynamicsExceptional communication, writing, and presentation skillsFreshers with a passion for finance and a strong willingness to learn are welcome to apply!Why Join Us?Work on exciting, high-impact deals with innovative companiesEnjoy a collaborative, entrepreneurial cultureCompetitive compensation and career growth opportunitiesIf you're ready to make an impact and shape the future of investment banking, we want to hear from you!
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Advisor- For L S B Isy.

Nextgen Placement

Sales Financial Advisor Leadership Investment Banking Financial Services BFSI
#Hiring#SENIOR & jUNIOR ADVISOR- For L S B Isy.1. WEALTH MANAGEMENT.= TEAM LEADER & INDIVIDUAL..2. RM- EQUITY- = TEAM LEADER & INDIVIDUAL.#SALES_Cum_TRADING.#CTC: Up to 25 LACS.Location: KOLKATA, AHMEDABAD. MUMBAI, BANGALORE, HYDERABAD, DELHI, PUNE, DELHI, CHENNAI.1. Ensure timely advice to customers for Equity and Derivative markets2. Portfolio Review to be done monthly with clients for deepening the Client relationship.3. Ensure adherence to Compliance process for advice given5. Daily meetings to be done with existing clients and new prospects for business.Role Requirements;o Educational Qualifications: Graduation in any discipline/ MBA Finance, NCFM.o Experience: MINIMUM 3 Years in Equity / MF / PMS / Broking.- SALES & TRADING.o Domain Knowledge: Understanding of capital marketsInterested candidates can Share updated CV- on datalivetech@gmail.comwith your current CTC.
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Opening- Manager/ SR Manager- Wealth Management

ABS International

Relationship Manager Priority Banking Investment Manager Wealth Manager Relationship Manager Wealth Wealth Advisor Financial Planning Manager Walk in
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
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Investment Banking Analyst

CRP Training and Development Centre

  • 1 - 3 yrs
  • Andheri East Mumbai
Investment Strategies Equities Merchant Banking Investment Banking Private Equity SME Ipo Finance Analyst Merchant Banking
Position: Investment Banking AnalystLooking for investment professionals who combine financial services industry expertise, analytical prowess, and effective persuasive communication skills to support institutional clients in activities like capital raising and mergers and acquisitions.1) Should have excellent convincing power and has knowledge of Equity market and SME platform2)Candidate should be working as an investment Analyst into Investment banking and merchant banking, 3)Candidate should have the knowledge of SME IPO, private Equity,4)The awareness about equity markets and stocks is a must for working in the Investment Banking industry.Experience: 1-2 year work Experience with Merchant Banker or Investment Banker.Has dealt with Merchant banks that conduct fundraising, financial advising and loan services to large corporationsOrFresher's who had done MBA in Financial banking or certified from National Institute of Securities Markets (NISM) .Skills Required: Investment Strategies Investment Banking Equities Merchant Banking Private Equity SME IPO Financial Analysis
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Financial Advisor

BZ Consultant

Investment Banking Financial Advisor Work From Home
We are hiring for Financial consultant advisor for Remote job profile with flexible working hours. Also fresher are most welcome.
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Hiring For Client Financial Manager

Dezerv Investments

Sales Manager Finance Manager Investment Advisor Investment Investment Analyst Investment Banking Analyst B2C Sales HNI Relationship Manager HNI Sales HNI Acquisition Walk in
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
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Equity Research Analyst (female)

Ethical Investment Way

  • 0 - 5 yrs
  • 1.3 Lac/Yr
  • Kurla Mumbai
Financial Planning Investment Banking Technical Analysis Demat Financial Reporting Work From Home
industry with 1 to 5 years of experience Preferred Sectors: Industrial, Infrastructure, Real Estate, Auto, Pharma, and Chemicals. Core Purpose of the Role : Financial analytical skill with an eye for details and ability to understand clients business Candidate must be proactive and team oriented Ability to identify shifting industry and market Preparing and analyzing the financial model, cash flows, identifying risks, opportunities and understanding the corporate structures Analyzing specific company financial statements , performance, peer comparison, industry trends and ratio analysis Preparing and updating investment rationales for the issuer
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Manager Investment Banking,Relationship Officer/Manager in Banks

Oasis Human Resources

Head Sales & Marketing Head Sales Banking Relationship Walk in
FREE OF COST PLACEMENT SERVICES - NO CHARGES FROM CANDIDATES - ON-ROLL JOBS IN BANKING, FMCG, INSURANCE, NBFC, BPO, AND ALL SECTORS ETC.
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Financial Planning Analyst

Deve Rus Advisory Services Private Limited

  • 7 - 8 yrs
  • 18.0 Lac/Yr
  • Bandra East Mumbai
Financial Planning Investment Banking Finance Budgeting Variance Analysis Financial Reporting Debt Syndication Fund Analyst Chartered Accountant
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
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Assistant Relationship Manager Insurance & Mutual Fund Segment

Aspire Ladders

  • 1 - 3 yrs
  • 9.0 Lac/Yr
  • Mumbai
Investment Banking Banking Managing Client KYC CAD Walk in
Banks & Financial Institutions Group (BFIG) department is a part of the Corporate, Institutional & Investment Banking (CIIB). At BFIG we mange client relationship & cross sell banking products such as Trade, Cash Management solution, FX, Custody, CBLO , Treasury & Liability products. The ARM primary roll to support RMs for client requirements, strengthen relationship & increase business share.Job Role: Candidate must have 1-3 years of experience in managing clients preferably corporate, Institutional or MNC sector with basic understanding of Banking product, KYC & Process. Meet clients, track identified opportunities, strengthen client relationship along with RMs Monitor Trade / FX flows & coordination with Treasury team for rate related queries Arrange necessary approvals for client related matters from Sr. Management Coordinate with Compliance, Legal, Ops, CAD, Seso, TD desk for client related queries Arrange regular calls with Trade desk, Seso along with client for better coordination & query resolution. Strengthen client relationship, improve client recall and grow businessJob Requirements: Should have 1 -3 yrs. of minimum relevant experience Prior experience in managing MNC, Corporate or Financial Institutions preferable Good spoken & written communication skills Positive attitude & believes in team work. Interview process: 2 rounds of interview and 1 aptitude testCompany Name: confirmed on retrospective registration and prerequisite basis.
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Assistant Relationship Manager Insurance & Mutual Fund Segment

StaffHire Solutions

  • 1 - 3 yrs
  • 9.0 Lac/Yr
  • Female
  • Mumbai
Client Requirements Investment Banking Managing Client KYC CAD Walk in
Department: BFIG Assistant Relationship Manager (ARM) Location: MumbaiReporting To: Insurance and MF Segment HeadGrade: M2 / M3Banks & Financial Institutions Group (BFIG) department is a part of the Corporate, Institutional & Investment Banking (CIIB). At BFIG we mange client relationship & cross sell banking products such as Trade, Cash Management solution, FX, Custody, CBLO , Treasury & Liability products. The ARM primary roll to support RMs for client requirements, strengthen relationship & increase business share.Job Role: Candidate must have 1-3 years of experience in managing clients preferably corporate, Institutional or MNC sector with basic understanding of Banking product, KYC & Process. Meet clients, track identified opportunities, strengthen client relationship along with RMs Monitor Trade / FX flows & coordination with Treasury team for rate related queries Arrange necessary approvals for client related matters from Sr. Management Coordinate with Compliance, Legal, Ops, CAD, Seso, TD desk for client related queries Arrange regular calls with Trade desk, Seso along with client for better coordination & query resolution. Strengthen client relationship, improve client recall and grow businessJob Requirements: Should have 1 -3 yrs. of minimum relevant experience Prior experience in managing MNC, Corporate or Financial Institutions preferable Good spoken & written communication skills Positive attitude & believes in team work.
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Finance Manager

Kanchansobha Finance Pvt. Ltd.

  • 2 - 5 yrs
  • 12.0 Lac/Yr
  • Mumbai
Financial Planning Debt Syndication Fund Analyst Investment Banking Finance Manager Chartered Accountant
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
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VP Investment Research

AsiaCap Investment Advisors Pvt Ltd

  • 5 - 6 yrs
  • Mumbai
Manager Investment Banking Manager Corporate Banking Work From Home
AsiaCap Investment Advisory Private Ltd provides high quality analytical and business management support to the Offshore Fund and Corporate Finance market. We are looking at the fitment for the post of VP-Investment Research to provide advisory and analytics services to offshore funds. The candidate should have an experience of 5 to 7 years across the capital structure both credit and equity. Key skills required are financial modelling & Valuation. The role would also require research on fixed income issues and issuers, monitoring performance, and building an investment thesis for capital raising.JOB ROLE REQUITEMENT Analyse and monitor fixed income issues and issuers Detailed offer document analysis from a credit perspective Perform market and portfolio analysis to support fixed income strategies. Perform simulations and stress tests on proposed and existing portfolios. Analyse financial statements and develop investment thesis when required. Construction and review of yield curve across issuers, sectors and rating categories. Prepare valuation models using excel/VBA. Prepare & maintain documentation related to valuations Prepare advanced financial models, detailed valuation strategies and deal flow analysis Ability to work with limited information, unaudited financials, strategy writeups, meeting notes, transcripts to build a comprehensive investment case Explore optimal capital structure considerations involving equity-linked, high yield, mezzanine and other middle market debt instruments Participate in all stages of equity, debt and other transactions along with the client, including the development of financial models, due diligence sessions, the drafting of sales memos, company presentations etc.SKILL SETS REQUIRED Exceptional analytical skills along an ability to articulately convey conclusions Ability to collaborate as well as work independently Excellent Microsoft Office Skills (Word, Excel, and PowerPoint) Knowledge
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Relationship Manager

Bajaj Capital

Corporate Banking Wealth Management Portfolio Management Financial Advisory Investment Advisory Client Relationship Management
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
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Urgent Requirement For Financial Advisor (Female Candidates Required)

Aditya Birla Capital

Financial Services Financial Planning Corporate Finance Investment Banking BFSI Finance Voice Process Leadership Financial Reporting Business Finance Team Coordinator Financial Consultancy Brand Awareness Analytical Ability Analytical Skills Infrastructure Finance Taxation SAAS
We are looking for 100 Financial Advisor Posts in Navi Mumbai, Mumbai, with deep knowledge in Financial Services, Financial Planning, Corporate Finance, Investment Banking, BFSI, Finance, Voice Process, Leadership, Financial Reporting, Business Finance, Team Coordinator, Financial Consultancy, Brand Awareness, Analytical Ability, Analytical Skills, Infrastructure Finance, Taxation, SAAS and Required Educational Qualification is : Bachelor of Hotel Management
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Manager Investment Banking,Relationship Officer/Manager in Banks

Oasis Human Resources

Head Sales & Marketing Head Sales Walk in
FREE OF COST PLACEMENT SERVICES - NO CHARGES FROM CANDIDATES - ON-ROLL JOBS IN BANKING, FMCG, INSURANCE, NBFC, BPO, AND ALL SECTORS ETC.
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Financial Advisor (full Time)

Money Honey Financial Service Pvt Ltd

  • 0 - 1 yrs
  • Mumbai
Financial Services Financial Planning Voice Process Investment Banking Team Coordinator BFSI Financial Consultancy
Financial Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix. As per need, male candidate may have to visit client place for completion of documentation (any place, any day and any time). Qualification : Minimum Graduate from any stream.Experience : Freshers can apply.Remuneration : As per company normsWorking days : Monday to Saturday (first 6months)Post 6months alternate Saturday off.Contact: Email : hr.mumbai@moneyhoney.co.inMobile : 8655867034;
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