Investment Job Vacancies in Ghaziabad

Investment counselors provide advice and guidance related to financial investments. They educate clients about a range of investment products and services, and recommend options that might best serve their particular financial objectives.

Must have experience in selling Residential & Commercial Property.Candidates must have good communication and confidence.To develop and implement strategic marketing and sales plans and forecasts to achieve assigned sale targets.To develop new channel partners dealing in premium properties.To develop and implement strategic marketing and sales plans and forecasts to achieve assigned sales targets .To develop new channel partners dealing in premium properties & direct sales.Well aware about the Delhi / NCR real estate market.

We're seeking a dynamic Investment Manager to drive growth and expand our market presence at Square Yards, a leading tech-enabled real estate platform. This is a full-time on-site role at Square Yards in Noida. The Investment Manager will be responsible for Calling, Prospect Making, Market Research, Presentations, and Communication. They will work closely with the sales team to identify new business opportunities and build relationships with potential clients.Role Location: Noida, Uttar PradeshJoining Date: 23rd of July Salary Details:Fixed Annual Salary 2.4 LPA to 4.8 LPA Incentives No CapESOPs With each closureAppraisal Opportunity After 1st QuarterHow to Apply: Fill the following formhttps://docs.google.com/forms/d/e/1FAIpQLSfxLK9wFNt7ZZRRXegu8rgo0S7YXlt5eBV4Ie4AKJ3pGdT0xA/viewform

Job descriptionThe ideal candidate will lead initiatives to generate and engage with new as well as existing clients to build new business for the company.The candidate will be focused and have strong communication skills.The candidate should be able to effectively manage clients and leads. They should have necessary skill to be an effective interface between the Company and the Clients.Responsibilities1.Generate and Manage leads on social media platforms like Facebook, Insta, Linkedin etc.2. Follow up with leads which get generated3. Client management to grow business and help company expand.4. Work on cross-selling products to our existing customers5. Coordinate with other staff members for day to day operations

Should be able to understand stock terms, operate on software and prepare reports

About FAG FinanceFAG Finance is a growing financial services firm focused on investment planning, equity advisory, mutual funds, and investor education. We work closely with clients to build long-term wealth through disciplined and informed investing.Role OverviewWe are looking for enthusiastic interns who want hands-on exposure to investment planning and financial markets. This internship is ideal for students or fresh graduates looking to build a career in finance.Key ResponsibilitiesAssist in investment planning and portfolio analysisSupport mutual fund, equity, and SIP-related researchHelp in client onboarding and documentation processesConduct basic market research and prepare reportsParticipate in investor awareness and financial literacy activitiesWork with senior advisors on live client casesEligibility CriteriaPursuing or completed graduation/post-graduation in Finance, Commerce, Economics, or related fieldsBasic understanding of financial markets and investment productsGood communication and analytical skillsWillingness to learn and work in a fast-paced environmentMandatory Requirement (Before Interview) Candidates must have an active Demat account with AngelOne before appearing for the interview.(Profiles without this requirement completed will not be considered.)What Youll Gain Practical exposure to real-world investment planning with stipend.Mentorship from experienced finance professionalsCertificate of Internship & Recommendation Letter (PPO can be offer)

Investment Executive (Proper Desk Job) / Relationship Manager

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.

Roles and responsibilities Performance & Salary Review.Intensely following up with the prospects and closing the sales within the sales cycleDiligently communicating and priming the lead through channels like email, whatsapp,SMS, calls.Achieving the weekly targets of Site visits in a high performance driven competitiveenvironment.Complete graduate freshers can also apply

Roles and Responsibilities:Strategizing channels for identification of potential investees with a focus on channels that bring out enterprises other than usual suspects.Conduct due diligence on potential social enterprise investment opportunities in the target sector.Preparing investment memorandums and presenting it to the investment committeeAssist in structuring the investment deal and prepare investment documentationAssists to develop and manage relationships with investors and other partnersParticipate in meetings, conferences and events led or attended by key stakeholders or potential partners in the sectorEnsure compliance with financial regulations, legislation and procedures with appropriate allied partnersCollect, compile and maintain due diligence related documents from shortlisted companiesFollow up with companies in completing documentation, suitable financial management and compliance requirements pending with various authoritiesPreparation of reports in compliance with various regulatory authorities and ensuring strict adherence to timeline for the sameSupport in analysis of financial and social data and information collected from companies against the benchmarks setRegular updating of trackers, reporting formats and documents relating to the FundSupport in cash flow management, accounting and preparation & maintenance of finance related documents and files so as to help them manage documentation related bottlenecks in investment processDesirable experience:Relevant professional qualification or work experience and/or Masters in the field of FinanceMinimum 5 to 8 years of experience in Investment ManagementExperience in investment processes and ability to understand, interpret and advise on business and financial strategy for social enterprisesExperience of working in the renewable energy sectorExperience of working in the development sectorExperience in the implementation of systems and performance measurement processes

We are seeking a motivated and personable Investment Advisor to join our team. The ideal candidate will be responsible for visiting our investors, presenting our investment plans, and providing personalized financial guidance. **Key Responsibilities:**- Meet with clients to discuss their financial goals and investment strategies.- Present and explain our investment plans clearly and confidently.- Build and maintain strong relationships with investors.- Provide ongoing support and follow-up to ensure client satisfaction.- Stay informed about market trends and investment opportunities.**Qualifications:**- Bachelors degree- Proven experience in investment advisory or financial services is preferred.( Not Mandatory) - Excellent interpersonal and communication skills.- Strong analytical and problem-solving abilities.- Must have personal transport for client visits.*Skills:*- Professional demeanor with a positive attitude.- Ability to build rapport with clients and understand their needs.- Strong organizational and time management skills.**Benefits:**- Competitive salary and commission structure.- Ongoing training and professional development.If you are passionate about finance and have the drive to help clients achieve their investment goals, we invite you to apply!