Investment Job Vacancies in Chennai

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.

Position: Equity AdvisorKey Responsibilities:Execute equity trades on behalf of clients with accuracy and timeliness.Monitor and analyze market trends, news, and economic data to support trading decisions.Handle trading terminals and generate brokerage through client advisory.Provide clients with market insights, trading strategies, and investment recommendations.Manage client portfolios to align with investment objectives and risk tolerance.Maintain accurate records of trades and client interactions, ensuring compliance with regulations.Collaborate with research analysts and team members to develop and implement trading strategies.Stay updated with industry developments, regulatory changes, and market conditions.

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We have an easy online form filling projects. we provides a software through the mail.No investment & No experience require.You need a laptop or PC or smartphone with internet & browsing knowledge.Work from home, office without investment & earn extra money.You must have above 18 years of ageWork 2-3 hours daily from home, office, cafe etc. in your free time.Work on your own time without any pressureStudents, housewives, job seekers, pensioners, professionals both male & female can work.We provide 1200 online forms in specific format you have to fill in 12 days. We pay Rs. 16 for each correct form filling entry.We also provide software, database files, DEMO etc. through e-mail for free.Apply Now. We'll Contact you soon.

Job Openings for 50 Financial Consultant Jobs with minimum 5 Years Experience in Chennai,Mogappair, Chennai,Mogappair West, Chennai,Avadi,Padi, Chennai,Korattur, Chennai,Ambattur Chennai, having Educational qualification of : Higher Secondary, Secondary School, Diploma, Professional Degree, B.A, B.C.A, B.Com with Good knowledge in Financial Services,Financial Planning,Taxation,Investment Banking,Corporate Finance,Finance,Leadership,Financial Reporting,Financial Consultancy,Analytical Ability,Brand Awareness etc.

Job Role:1. Acquire customers for demat accounts.2. Sales of third-party products like insurance, Mutual Funds, SIP & Loan etc.3. Engage with prospective customers for wealth products.4. Leverage marketing campaigns to build the prospecting funnel.Job Mandates:Good understanding of Financial Markets.1-10 yrs. sales exp. from Banks/ Fintechs/ Broking/ Financial Services/ Insurance industries. Should be comfortable in new client acquisition.Good communication skills.

Rentales is a trusted online platform where users can rent out their social media accounts like WhatsApp, and Telegram and earn real hourly income without any investment.As a Social Media Account Partner with Rentales, you will rent out your active social media accounts (such as WhatsApp, and Telegram) to trusted advertisers through the Rentales platform. Your role is to keep your accounts active, linked to the system, and compliant with platform guidelines to ensure smooth operation and regular earnings.You are responsible for maintaining the security and activity of your accounts while earning hourly commissions without needing any investment. This role is perfect for individuals seeking easy passive income opportunities from home.

#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.

Role involves recruitment of team. Should recruit Investment Advisors / Life advisors Should mentor and train the advisors. Development of team members take a more responsibilities Part time and full time available No sales target Rewards and recognitions available flexible working hours

Position: Relationship Manager - Mutual Funds (B2B Sales)Department: SalesReports To: Sales HeadLocation: ChennaiEmployment Type: Full-TimeJob Summary:The Relationship Manager is responsible for acquiring, managing, and growing B2B relationships with financial intermediaries like financial advisors and institutional clients. The role focuses on driving mutual fund sales, providing tailored investment solutions, and ensuring long-term client satisfaction.Key Responsibilities:Client Acquisition: Identify and target financial advisors, wealth managers, and institutional clients.Relationship Management: Build and maintain strong client relationships to drive mutual fund sales.Sales Strategy: Develop and execute strategies to meet sales targets.Product Knowledge: Stay updated on mutual fund offerings and market trends to provide informed advice.Client Support: Offer ongoing support and service to ensure client satisfaction and retention.Requirements:Proven experience in B2B sales, preferably in financial services.Strong understanding of mutual funds and investment products.Excellent communication and relationship-building skills.

Job Title: Wealth Manager (HNI) Financial Services - Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/PuneWe are seeking an experienced and accomplished Wealth Manager to lead our HNI and Ultra HNI client segment. The Wealth Manager will be responsible for managing a portfolio of high-value clients, providing comprehensive wealth management solutions, and delivering exceptional service to ensure client satisfaction and loyalty. and providing expert guidance to clients on investment opportunities, including mutual funds, bonds, market-linked debentures, PMS, and AIFs.Job Responsibilities: Client Relationship Management. Investment Advisory. Wealth Planning and Financial Advisory. Portfolio Management Product Expertise Client Education and Communication Compliance and Regulatory Oversight Performance Tracking and Reporting Team Leadership and CollaborationKey Skills: Mandatory: Proven track record as a Wealth Manager or similar role within the financial services industry managing HNI clients, Ultra HNI clients, Institutional Sales, Managing Family accountsIndustry: Financial ServicesGender: OpenExperience: 2 to 5 yearsJob Location: Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/PuneWorking Days: 6 daysQualification: Bachelor's degree in Finance, Economics, or related fieldNotice Period: Immediate to 30 daysRelocation candidates: No

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

Kotak Group is please where you have unlimited earning opportunity. A good potential person can get an annual CTC of upto 50Lac yearly including incentives. Join our team to change your life style.Giving Investment Advice to Clients, Analyse Their Lifestyle and Suggest Investment Plans Accordingly, Explaining Investment Plans and Outcomes.

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT. Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analysinginformation & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets &meetings, con calls.

Work From Home job No investmentNo Calling/No Product Selling/No investment/Flexible timingsRequirement for this work :-MobileLaptop/PCInternet ConnectionRequired Qualification :-Just need to have Internert and Social Media knowledge No experience requiredMinimum Qualification Criteria 12th/GraduationFemale Candidates only.

Investment Consultants for Kotak Life insurance. Work from home available. All above Age of 30 can apply. Retired persons and home makers welcome

Financial executive fresher 2022 batch wanted ( Female only )Job descriptionRoles and Responsibilities:Handling accounts payable / Receivables , Good knowledge on tally , GST and income tax filingCash managementDesired Candidate Profile:B Com / M Com Any degree with 2 to 5 years experience , fresher also applyRole: Accountant / Accounts ExecutiveIndustry Type: Engineering & ConstructionFunctional Area: Finance & AccountingEmployment Type: Full Time, PermanentRole Category: Accounting & TaxationEducationUG :B.A in Any Specialization, B.Tech/B.E. in Any Specialization, B.Com in Any SpecializationKey Skills:Office AssistanceAccountingCustomer SupportPurchaseAccounts HandlingBuyingTelecalling

Sales skills is required, exposure in insurance industry.

Job Openings for 50 Financial Consultant Jobs with minimum 5 Years Experience in Chennai,Mogappair, Chennai,Mogappair West, Chennai,Avadi,Padi, Chennai,Korattur, Chennai,Ambattur Chennai, having Educational qualification of : Higher Secondary, Secondary School, Diploma, Professional Degree, B.A, B.C.A, B.Com with Good knowledge in Financial Services,Financial Planning,Taxation,Investment Banking,Corporate Finance,Finance,Leadership,Financial Reporting,Financial Consultancy,Analytical Ability,Brand Awareness etc.

The Key Account Manager is the ultimate face of the business as (S) he is going to be the final point of contactwith the client. (S) He would be responsible for acquiring High Net Worth relationships and managing &retaining such relationships by delivering the best standards of services. (S) He would be expected to establishstrong ties with them by designing & implementing their financial plans; and then by ensuring that theyreceive and execute on the right advice.ROLES & RESPONSIBILITIES: - Minimum 2 A/Cs with minimum 5 Lac of Initial Margin. Min 2 SIP (Net) of 5K per month. The Key Account Manager will be responsible for bringing their existing clients and building a strongclient book. Maintaining client relationships and generate AUM from preferred clients. Responsible for generating revenue from Third party product like Insurance/TGS/EduMO/IAP/PMS/PE/IAF/FD/Bonds Etc. 1Px of Other Revenue & 1Px of Broking Revenue (TPP Product targets will be divided as per overalltargets) Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update them on available investment opportunities/financial market trend todetermine whether they fit into clients portfolios.JOB SPECIFICATIONS REQUIRED:Qualifications: Educational Qualifications: MBA or Equivalent. Additional Certifications/Trainings (optional): IRDA/NCFM MF & FNO

- B2B Sales of investment products.- PMS, AIF products are to be sold.- Passion for channel business, relationships and qualitative value addition in business IFAs and their clients, competition, other stakeholders.- Empanelment of IFAs based on Eligibility criteria designed by the company- Supporting IFAs in terms of Joint calls/Training programs etc. for driving sales and meet the >revenue target from the mapped IFA- Providing continuous support to the IFAs on day on day- Drive IFA Engagement process- Timely Resolution of IFAs queries- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.- To coordinate with the product and research team (Centralize CFP Team) for taking investment decision for the clients.- To conduct and assist in organizing seminars, workshops and other business development activities.

- B2B Sales of investment products.- PMS, AIF products are to be sold.- Passion for channel business, relationships and qualitative value addition in business IFAs and their clients, competition, other stakeholders.- Empanelment of IFAs based on Eligibility criteria designed by the company- Supporting IFAs in terms of Joint calls/Training programs etc. for driving sales and meet the >revenue target from the mapped IFA- Providing continuous support to the IFAs on day on day- Drive IFA Engagement process- Timely Resolution of IFAs queries- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.- To coordinate with the product and research team (Centralize CFP Team) for taking investment decision for the clients.- To conduct and assist in organizing seminars, workshops and other business development activities.

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Do easy online form filling work without investmentNo prior experience needed just basic computer knowledge requireMust have PC or laptop or smartphone with internet connectionwork from home, office, anywhere when you are freestudents, housewives, job seekers, unemployed youths, retired persons etc. can work.Age above 18 yearsBoth male & female can workApply Now.

A Data Entry Operator is responsible for inputting and updating information in databases and maintaining accurate records. This role requires attention to detail, strong organizational skills, and the ability to work efficiently under tight deadlines. Key responsibilities of a Data Entry Operator include:1. Entering data into computer databases with speed and accuracy2. Maintaining electronic files and documents3. Reviewing and verifying data for errors4. Generating reports and performing data analysis5. Ensuring data security and confidentiality.