Investment Banking Jobs

Hiring: Insurance Advisors - Axis Max Life InsurancePosition: Insurance AdvisorCompany: Axis Max Life InsuranceLocation: Visakhapatnam (Vizag)Employment Type: Part-Time / Full-TimeReporting To: Sales Manager Job RoleWe are looking for motivated and ambitious individuals to join our team as Insurance Advisors. As an Insurance Advisor, you will help customers understand their financial protection and insurance needs and recommend suitable life insurance solutions. Key Responsibilities- Identify and connect with potential customers.- Understand customers financial goals and insurance requirements.- Explain suitable life insurance plans and benefits.- Build and maintain strong customer relationships.- Generate leads through personal networks, references, and digital channels.- Follow up with prospects and convert leads into customers.- Provide ongoing service and support to existing customers.- Achieve monthly business and activity targets.- Attend regular training and team meetings. Who Can Apply?- Minimum qualification: 12th Pass / Graduate- Freshers and experienced candidates can apply.- Good communication and interpersonal skills.- Basic knowledge of smartphones and WhatsApp.- People interested in sales, finance, insurance, or business development.- Self-motivated individuals with a willingness to learn. What We Offer- Attractive commission-based income- Performance-based incentives and rewards- Professional training and guidance- Flexible working opportunities- Opportunity to build your own customer network- Career growth opportunities- Recognition for high performers- Support from an experienced Sales Manager Ideal ForStudents Working Professionals Business Owners Homemakers Retired Professionals Sales Professionals FreshersInterested? Send your Name + Qualification + Location + Contact Number Contact: P. Dinesh Kumar 8179556368Sales Manager - Axis Max Life Insurance

Treasury Manager - Chennai Hiring Company: Talent Zone ConsultantExperience: 7-12 YearsLocation: Chennai Industry: BFSI / FinTech / NBFC / Corporate FinanceJob Summary:Talent Zone Consultant is looking for an experienced Treasury Manager to manage the organizations cash flow, liquidity, banking relationships and treasury operations. The ideal candidate should have strong experience in cash management, working capital, investments, forex and financial risk management.Key Responsibilities:Manage daily cash flow, liquidity and working capital requirements.Develop cash flow forecasts and monitor funding requirements.Manage relationships with banks and financial institutions.Oversee banking operations, fund transfers and cash management.Manage short-term investments and surplus funds.Monitor foreign exchange exposure and interest-rate risks.Support debt raising, borrowing and refinancing activities.Ensure compliance with treasury policies and regulatory requirements.Prepare treasury MIS, liquidity reports and management dashboards.Identify opportunities to optimise interest costs, banking charges and working capital.Qualification: CA / MBA Finance / CMA / CFA preferred.

As a Financial Advisor, you will be responsible for guiding clients in managing their finances effectively. Your role will involve providing tailored financial advice and building strong relationships with clients to help them achieve their financial goals.Key Responsibilities:- Client Consultation: Engage with clients to understand their financial needs, goals, and current financial situations, allowing you to provide personalized advice.- Financial Planning: Develop comprehensive financial plans that suit individual client requirements, including budgeting, savings, and investment strategies.- Investment Guidance: Recommend suitable investment options based on client profiles, market trends, and risk tolerance to help them grow their wealth.- Market Research: Stay updated on financial products, market trends, and economic news to provide informed advice and improve client portfolios.- Relationship Management: Foster long-term relationships with clients by maintaining regular contact and providing ongoing support and guidance.To be successful in this role, you should possess strong communication skills to explain complex financial concepts clearly. An understanding of financial products and the ability to analyze client needs are critical. A proactive attitude and a willingness to learn will help you thrive in this fast-paced environment. You should be detail-oriented and have strong analytical skills to assess various financial situations accurately. A good level of confidence is also necessary, as you will be interacting directly with clients to build their trust.

As a Manager in Investment Banking, you will play a pivotal role in driving client relationships and executing financial transactions. Your responsibilities will include:- Client Relationship Management: Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.- Transaction Execution: Lead and manage the execution of investment banking deals, including mergers and acquisitions, debt and equity financing, ensuring all transactions are completed efficiently.- Financial Analysis and Modeling: Conduct in-depth financial analysis and create financial models to support transaction decisions and provide insights to clients.- Team Leadership: Supervise and mentor a team of analysts and associates, providing guidance and support to enhance their skills and performance.- Market Research: Stay updated with the latest market trends and industry developments to provide clients with informed advice and strategic recommendations.- Presentation Development: Prepare detailed presentations and pitch materials for client meetings to effectively communicate value propositions and strategic objectives.To excel in this role, you must have a strong background in finance and investment banking, with 7 to 13 years of relevant experience. A Post Graduate Diploma in Finance or a related field is essential. You should possess exceptional analytical skills, attention to detail, and the ability to lead and collaborate effectively. Strong communication skills and the ability to work under pressure in a fast-paced environment are crucial for success in this position.

We are seeking a dedicated Financial Consultant to join our team in Coimbatore. This role involves guiding clients on financial decisions and helping them achieve their financial goals. Key responsibilities include: 1. Client Consultation: Meet with clients to discuss their financial situation, identify needs, and develop personalized financial strategies. 2. Financial Planning: Create comprehensive financial plans that may involve investments, savings, and insurance tailored to individual client goals. 3. Market Analysis: Stay updated on market trends and financial products to provide clients with the best advice and options. 4. Portfolio Management: Monitor client portfolios and recommend adjustments based on performance and market changes. 5. Report Preparation: Prepare detailed reports and presentations for clients, summarizing their financial plans and progress toward their goals.Required skills and expectations: Candidates should hold a graduate degree and have at least one year of relevant experience in finance or consulting. Strong analytical skills are essential to assess client needs and market conditions accurately. Excellent communication skills are necessary to explain complex financial concepts clearly to clients. Proficiency in using financial software and tools is expected, along with a commitment to maintaining confidentiality and a high level of professionalism. Self-motivation and time management skills are crucial as this is a work-from-home position. The ideal candidate should also have a strong desire to help clients achieve financial stability and success.

We are hiring financial advisor at hazratganj location.No age limit freshers can also join.Preferred retired persons.No Target .Time flexibility.High income with foreign conventions.

As a Finance Advisor, you will play a crucial role in helping clients make informed financial decisions. You will work directly with clients to understand their financial goals and provide tailored guidance.Key Responsibilities:- Client Consultation: Meet with clients to discuss their financial situations, needs, and goals. This involves listening carefully and gathering relevant information to offer the best advice.- Financial Analysis: Analyze clients' financial data and documents to provide insights and recommend suitable financial products or strategies that fit their specific needs.- Portfolio Management: Help clients build and manage their investment portfolios, ensuring their choices align with their risk tolerance and financial objectives.- Market Research: Stay updated on market trends and financial products to provide clients with the most recent and relevant information.- Documentation and Reporting: Prepare reports and documentation related to clients' financial plans, ensuring accuracy and compliance with relevant regulations.Required Skills and Expectations:- Strong communication skills are essential to explain financial concepts clearly to clients.- Basic understanding of finance and investment principles is required.- A keen analytical mindset to interpret financial data accurately.- Proficiency in using computers and basic office software, as daily tasks include documentation and reporting.- Ability to work collaboratively in a team environment while also being self-motivated.- A professional attitude and the ability to maintain confidentiality regarding clients' financial information. This role is ideal for someone eager to start their career in finance and who possesses a strong willingness to learn and grow in the industry.

We are seeking a skilled and experienced Banker to join our team in Salt Lake, Kolkata. The ideal candidate should have 5 to 10 years of relevant experience and hold a graduate degree. This full-time position requires working in the office.The main responsibilities of the Banker include:- Customer Service: Provide excellent service to clients by understanding their financial needs and offering suitable banking solutions.- Account Management: Open, maintain, and close customer accounts, ensuring all necessary documentation is completed accurately.- Loan Processing: Evaluate loan applications, assess creditworthiness, and guide clients through the loan approval process.- Sales and Promotion: Actively promote banking products and services, aiming to meet sales targets while ensuring customer satisfaction.- Risk Assessment: Identify and manage potential risks associated with banking operations and recommend improvements as needed.Candidates for this position should possess strong communication and interpersonal skills to build and maintain relationships with customers. A solid understanding of banking regulations, financial products, and market trends is essential. The ability to work independently and in a team, along with strong problem-solving skills, will be vital for success in this role. Attention to detail and a high level of integrity are expected to ensure compliance with policies and procedures.

Job Role - Financial Advisor Company - ICICI PRUDENTIAL LIFE INSURANCE Experience - Freshers or Experienced both can Apply Skills - Financial Planning, Financial Services,Team coordinator, Team Leading, Salary - Annual CTC upto 4.5 lakhs, Attractive Incentives, PF , GRATUITY..

We are looking for a motivated Financial Advisor to join our team in Visakhapatnam. This is a full-time office-based position suited for individuals with 1 to 7 years of relevant experience. Ideal candidates should come from a strong educational background in fields such as B.Com, B.Sc, B.E, MBBS, Chartered Accountant, I.C.W.A, or possess a professional degree.Key Responsibilities:- Client Consultation: Meet with clients to assess their financial needs and goals, helping them understand their options and making informed decisions.- Financial Planning: Develop comprehensive financial plans that detail strategies for investments, savings, and spending aligned with clients' objectives.- Investment Advice: Offer informed recommendations on suitable investment opportunities based on market trends and clients' risk tolerance.- Monitoring Portfolio Performance: Regularly review and analyze clients financial portfolios to ensure alignment with their goals and suggest adjustments as necessary.- Regulatory Compliance: Stay updated on financial regulations and ensure all practices comply with relevant laws and standards.Required Skills and Expectations:Strong communication and interpersonal skills are essential for building trust and rapport with clients. The ability to analyze complex financial information and provide clear explanations is crucial. Candidates should have a good understanding of investment products and financial markets. Proficiency in financial planning software and tools is preferred. A commitment to continuous learning and professional development is expected to keep pace with industry changes and client needs.

We are looking for a dynamic and result-oriented Financial Advisor to provide investment guidance and financial planning services to clients. The candidate will be responsible for acquiring new clients and managing their investment portfolios. Key Responsibilities:Identify and acquire new clients for investment productsProvide financial planning and wealth management advicePromote mutual funds, insurance, bonds, and other investment productsMaintain and grow Assets Under Management (AUM)Build long-term client relationshipsAchieve monthly and yearly revenue targets Required Skills:Strong communication and convincing skillsKnowledge of investment products and financial marketsClient handling & relationship management skillsTarget-oriented and self-motivated

The Selected Candidates Will Be Expected to Actively Sale Insurance Policy, Loans, Credit Cards, Mutual Funds and other Financial Products to Interested Customers. this is a Part Time Job and Can Be Done At Any Time and Earn Extra Income Based On the Performance. Smartphone is Mandatory

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.

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.

* To generate revenue from sales of financial products like equity, mutual fund, bonds etc.* Advise and update the client on various investment opportunities from time to time* Responsible for promotion products such as D-MAT, TRADING, MUTUAL FUND & INSURANCE.* New client prospecting through cold calling ,appointment ,reference etc.* Updated client with research report on new schemes IPO & MARKET TRENDS.* Provide investment application forms to client and assist them in filling.* Arranging investment awareness seminars.* Prepare daily sales report and send to branch head .Analysing the clients financial needs & advising* on the same* Acquiring new clients* To generate revenue by meeting the targets set by the superiors* Keeping up with the latest issues of Mutual Funds NFOs,SIP, IPOs, Life Insurance, General* Insurance, Bonds, FDs, NCDs & informing the same to the client regular on basis* Good convincing ,communication skills* Prefer candidates working in broking / mutual fund / insurance field.

Urgent Hiring for CFODesignation..CFO(Chief Financial Officer )Experience 15 YearsLocation ..Dharuhera RewariSalary...Upto 18 LPAJob type.. Full time jobJob discription...Team Handling & Inter Department CoordinatorLeadershipFinance & Accounting ManagementTaxation & GSTFinancial Planning & AnalyzingCostingDaily & Monthly MISLegal & Statutory ComplianceAuditingBankers & Limit HandlingLegal LesioningContact person .Goura kurmiContact no. 6267609819

Job Responsibilities:1. Developing and maintaining strong relationships with clients in order to drive business growth and achieve targets.2. Managing and coordinating all aspects of investment banking projects, including financial analysis, due diligence, and deal structuring.3. Providing strategic advice to clients on a range of investment opportunities, including mergers and acquisitions, capital raising, and valuations.4. Identifying new business opportunities and developing strategies to maximize revenue and profit.

We are looking for 3 Financial Advisor Posts in Dabagardens, Visakhapatnam with deep knowledge in Financial Services, Financial Planning, Corporate Finance, Taxation, Investment Banking, Infrastructure Finance, Finance, BFSI, Leadership, Financial Reporting, Business Finance, Financial Consultancy, Team Coordinator, Brand Awareness, Analytical Skills, Analytical Ability, SAAS and Required Educational Qualification is : M.B.A/PGDM, M.Com

The Financial Advisor (Investor Relations) will play a strategic role in managing financial planning, capital structuring, and investor communications for a major fully automatic dairy farm startup located in Andhra Pradesh, which is a part of integrated group of companies of 30 years of business excellence. This position focuses on building strong investor relationships, ensuring financial transparency, and supporting sustainable growth through effective fundraising and financial management.

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;