Investment Manager Graduate Experience Jobs in Delhi

Portfolio Manager - Graduate or Post Graduate Within Minimum 6-7 Years Exp in Stock Broking Industry .would Be Responsible for :devise and Implement Investment Strategies as per Clients' Goals and Constraints / Limits.select and Oversee the Investments to Meet the Financial Objectives of the Individual or Corporate Clientsresearch and Analyze Share Market Trendsidentify New Investment Strategies and Opportunitiesconstruct and Manage Portfoliosmake Decisions On What and When to Buy and Sell Stocks and Investmentsimplements Risk Management and Tax Planning Strategies.manages Client Relationships.identifies and Cultivates New Clients.develops and Grows a Book of Business.opens, Transfers, and Manages Client Accounts.

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

Desired Candidate Profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description:Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews.

Job Description1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation 2. Give high priority service to the customers as per the company processes 3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company

QUALIFICATIONS: Excellent written and oral communication skills Very well versed in MS Excel An eye for detail and a can-do attitude Candidate must be eager to learn and grow in the role Keen interest in capital markets and investments, will be an added advantage Related work experience of 3 to 5 years in the financial sector (AMCs, PMSs, Banks, etc.) Graduate/Post graduate in economics/commerce/business studies; CFA level I or similar qualifications preferredNATURE OF WORK: Coordination on client on boarding Interact with clients - mostly UHNIs & NRIs - on their operations related queries Prepare and maintain investment/portfolio sheets for clients on day to day basis Check calculation of management and performance fees Ensure timely delivery of the quarterly reports to the clients Liaison with clients CAs during tax filing period Liaison with custodians, banks and third party PMS, AIFs, etc. Support the business development activities to grow the client base

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.

Hiring For Chartered Accountantlocation - Delhi Company Profile - Manufacturing BeveragesSalary - Upto 24LPAShould have 20+ years Should have excellent command over Finance Profile Qualification CA Or CSCall at - 9910067053

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

Role: Wealth Manager / Sr Wealth ManagerJob Description:Refer job description. Conduct daily sales calling with prospective new clients and identify their needs. Provide and developsolutions and suggest schemes to clients basis their requirements and goalConduct timely and regular follow ups with the leads and tag them on broadcasts and new articlesIncrease client database by meeting new clients and taking references from the existing ones andhence build AUM and AUA for the branchReview and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lineUpdate and cross sell products to existing clients and update them about the primary and secondarymarket trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of theorganizationConduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leadsKnowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, generalinsurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and rewardappetite and assist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as wellknowledge of competitors, must provide sound and reliable advice to clients

Black Riders Production LLPWe at Black Riders Production LLP, Head Office Located at MG Road, Ghitorni, New Delhi. Looking for Experienced Banking Specialist Male or Female ( preferably based in Delhi/NCR ) to take care/handle our Banking Related Matters / Issues. Primarily we are into business of Advertising, Marketing, Event Management & Exhibitions but we are coming into new online ( mobile & web app based ) business venture, which would be complete online based application, so for this new business venture, we would be requiring multiple banks/private wallets as payment gateways, such as to integrate them on our online platform to make and receive payments.Job Requirements: Experienced Banking Specialist. Having Very Good Connects/Link with various Private Banks/ Govt Banks / Private Wallet Companies such as Paytm /Phone Pe / Freecharge / Razorpay etc. Having at least 4-5years of Banking Experience in any Banking Domain. Knowledgeable, Presentable having Good Communication Skills. Bringing Multiple Banks/Private Wallets on our Online Platform such as to Maintain Smooth Operation of making and receiving payments.Job Location : Head Office, MG Road, Ghitorni, New Delhi.Timings:10am to 7pm Contact Further for Detail Discussions :Black Riders Production LLP

Relationship Manager DM (Reliance)Specific Responsibilities: Represents Reliance life to all customers. Direct selling to the customers via appointments ( Office/ Home visits). Ensure that leads/ appointments allocated by the call center are attended and reverted within the TAT. Ensure Self Sourcing Targets are achieved Ensure business Reporting, MIS on sales call (LMS) , Lead Utilization and conversion are updated and maintained on a daily basis. Ensure that MIS/ Reporting formats are maintained/ Updated on regular basis. Insurance solution provider for our customers. Educate the Customer about the company/ channel. Customer Servicing. Ensure strict adherence to Human resource Norms - Policies & processes.

Assist the Treasury Manager in the following tasks of the Treasury function.Cash management.Liquidity planning and control.Management of Investments in Mutual funds and Fixed deposits.Contacts with banks and rating agencies.Corporate finance.Banking relationship.Implement best practices.Assist in preparing data schedules/inputs from MIS and for audit purposes.Liaise with banks for balance confirmations.Provide audit support for treasury related activities to the consolidation team by updating audit schedules and responding to audit queries.Ensure timely circulation of daily cash position to the treasury head and other relevant stakeholders.Provide support for the implementation of treasury products.Liaise regularly with the banks to solve operational issues betweenCOEandbanks.

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.

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.