Investment Job Vacancies in Gurgaon

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

Cross sell Life insurance and other investment products to customers.Field visit and joint calls with Home loan managers.handling walk in branch customers.coordination with loan department

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!

Job descriptionAdvise Emerging to Mid-size corporate clientele on Banking solutions like Working capital limits/Term Loans / ECBs /Project Finance /Trade Finance and other financial products suitable to client Business requirementRequired Candidate profileEnsure continuous Business pipeline through new client acquisition and build robust business pipeline within Delhi/NCR

Designation - Investor Relationship & Wealth ManagerLocation - Gurgaon sec 27Company - Climate AngelWe are scaling at a crazy pace and are doing new things that we werent doing last year. You need to able to roll up your sleeves, pick up broken pieces & have an urge to make the result successful.Responsibilities:You will be leading the interaction with start-ups and investors for the purpose of deal syndication. The job will involve high-level engagement with potential investors, leading founders, family-offices, and corporate development teams of leading corporates.You will be in charge of building thought-leadership of ClimateAngels through events, release of research reports, and having one-to-one interactions. You will be part of leadership team and drive the ClimateAngels brand visibility among start-up founders / investors alike.Requirements: High energy action-oriented hustler with exposure to BD / Startups/ Investments/wealth management. This role is at the cross-section of Climate action and investing. You must have a few years of BD experience and an experience with wealth management or Investment Platforms will be superb.

Job Summary :We are looking for an enthusiastic Telecaller Executive to contribute in generating sales and solving the queries of customers for our company.He/she must be comfortable presenting products or services over the phone as well as dealing with complaints and doubts.The goal is to help the company grow by bringing in customers and developing business. One point of contact for customer including product queries, grievances and servicesRoles & Responsibilities :Contact potential or existing customers to inform them about product or service.Solve queries regarding product and companyGenerate and maintain customer information in the databaseUnderstand customer requirement and close the query promptly.Keep record of calls and sales.Key Requirement :3 5 years of experience as telesales/ customer support representative or customer servicePreferred Industry Finance / Financial ServicesGood knowledge of relevant computer programsAbility to learn about products and services and describe/explain them to prospectOutstanding negotiation skills with the ability to resolve issuesExcellent communication skills.Preferred language proficiency English & Hindi

The requirement is further summarized as follows: Preparation of Annual Budget and Monthly/Quarterly Forecasts Analysis of monthly actual financials with budget/forecasts Variance analysis and explanations An updated forecast with risks and opportunities to the current plan Key Performance Indicators (KPIs) analysis Understanding of GAAP and Enterprise set of books. Other General Accounting Matters

Job descriptionThe role would involve providing support to Private Equity finance clients (global) for their research requirements.The opportunity would include supporting client on client on modelling, industry research, valuation, investor presentations, and teasers.Job ProfileCreate mid- to high-complexity models including DCF and relative valuation of a private firm which requires deep dive research on target multiples for a similar players in the industryEffective client communicationHandling multiple adhoc research requests as per client or team requirementsStrong modeling capabilitiesBuilding financial models with strong understanding of valuation methodologies such as DCF, market multiples, IRR and other industry specific methodologies. The candidate should have experience forecasting the financial statements (income statement, balance sheet and cash flows), with detailed drivers of revenues and costs, for both listed and private companiesAbility to model various business requirements and deal dynamics in an efficient mannerStrong experience preparing pitchbooks (investor presentation, company/ sector presentation, etc.), investor teasersDesired Skill SetFunctional Requirements:CA rankers, CFA s or MBA.4 + years of relevant experience.Excellent analytical skillsStrong financial and business analysis skillsProficiency in working on databasesExcellent powerpoint and excel skills

ABOUT THE COMPANY: ----The only company in India Providing Investment opportunity into international Stock Markets like UK, USA, and Asia- Pacific.Capital Street Group is a wall established global MNC with having physical presence covering 10 major counties.Having a local office in India Since 2009 with more than 25 branches.VACANCY: ---Here is an opportunity to work within an organization that is changing the face of investing in India. Join the most rewarding career in the US and European Stoke market. The candidate will be responsible for finding and meeting new people that can open investment accounts, and convincing them to start investing in the stock market.INTERVIEW, SELECTION AND JOINING PROCESS:---There will be Four rounds of interview HR round, Professional achievements and knowledge, Last round and final discussion.The selected candidate will get a provisional offer letter within 24 hours from the selection.The candidate has to confirm the provisional offer, and it is required to send all the original documents and credentials from his/her previous employment.The company will do a reference check, and it being satisfactory will provide the confirmation letter of offer with the CTC draft.There will be an Induction Training Program for all the new joiners (this training period is paid and the salary for this training will be paid in the third month).After completion of training, an agreement of employment will be signed by both the parties.Preference will be given to the candidate who belongs to banking, insurance, stock market, real state, investment, NBFC, CASA, Mutual Funds, and Loans

Job descriptionAdvise Emerging to Mid-size corporate clientele on Banking solutions like Working capital limits/Term Loans / ECBs /Project Finance /Trade Finance and other financial products suitable to client Business requirementRequired Candidate profileEnsure continuous Business pipeline through new client acquisition and build robust business pipeline within Delhi/NCR