Array ( [0] => investment-manager [1] => delhi ) Investment Manager Graduate Fresher Jobs in Delhi
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Investment Manager Graduate Fresher Jobs in Delhi

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Looking For Investment Officer

Scinext Group Skills & Technology Private Limited

Investment Manager
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
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  • 0 - 5 yrs
  • Dwarka Delhi
Financial Planning Financial Advisor Wealth Management Financial Advisory Mutual Funds Sales Investment Manager New Clients Acquisition Leads Generation Financial Goal Planning Asset Management CFP Certified Financial Planner NISM Walk in
Required Candidate Profile: Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients. Candidate should have a network of existing clients and corporates with a strong relationship. Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and itsgrowth and profitability drivers. Certification in NISM and CFP is an added advantage. The candidate will be responsible to generate a lead and take it to closure by working along with the Operation and Sales backend team. Create and enforce plans that will help meet the needs of clients. Must be self-motivated, flexible and able to manage several jobs at one time. Willingness to dwell in Start-up Culture. Should have a laptop for work.Roles and responsibilities:1. Existing Client Relationship Management- Managing the existing clients of Ingenetus which includes any service-related, operational or sales-driven requests.- Driving New Business from our existing clients for various financial services- Financial technical analysis of various financial options available like, Mutual Funds, Loans, Insurance, etc.2. New Client Acquisition- Responsible for generating leads and conversion through either or all of the following channelsi) Cold Callsii) Conducting Financial Awareness Programsiii) Referential CallingOther responsibilities:- Meeting the clients and doing the initial screening- Sales Conversion- Managing various MIS- Onboarding prospects from the candidate's existing network- Utilizing Corporate networks to hold Financial Awareness Programs- Presenting achievement through performance reviews
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Investment Executive

CapitalSquare Advisors pvt Ltd

  • 0 - 4 yrs
  • 4.3 Lac/Yr
  • Okhla Delhi
Investment Manager Relationship Manager Business Development Manager Finance Manager
Investment Executive (Proper Desk Job) / Relationship Manager
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Wealth Management Portfolio Management Financial Advisory Investment Advisory Client Relationship Management HNI Sales Walk in
Details:Advising Affluent & HNI clientson their Investments across a gamut of wealth products and managing their overall financial portfolio. Deepening the wallet of existing clientsProcuring potential/target clientsthrough networking, database, market analysis, and references.Achieving financial goalsEnsurethe highest levels of customer serviceand experience to these HNI customers.
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Relationship Manager

Saggio insurance marketing Pvt Ltd

  • 0 - 2 yrs
  • 2.3 Lac/Yr
  • West Delhi
Sales Financial Advisory Investment Advisory Customer Relationship Manager
Urgent Hiring for Relationship manager profile.-Salary:10000-25000-Location: Moti Nagar, west delhi-Contact: HR Jyoti-Interview Timings: 11 am-4 Pm .-Good in percentage calculation.-Basic knowledge of Insurance, Banking, Share Market, Income tax.-Carry CV-Wear Formal Dress.-Good communication skills23 A, First floor, Times OF India, building, Shivaji marg, najafgarh road, opposite of ESI Dispensay, beside MRF tyre, moti nagar,delhi-110015.Your profile has been shortlisted for Relationship manager profile.**Fixed Salary.****Huge Incentive.****Defined growth path.****Professional and friendly work environment.**-Fresher and experienced both can apply (Salary Negotiable for Experienced candidate).-Excellent communication skills.-Good in percentage calculation.-Basic knowledge of Insurance, Banking, Share Market, Income tax RD, FD, GST and PPF.-Carry CV-Wear Formal Dress.-Location: Moti Nagar, west delhi-Contact: HR Jyoti - Interview Timings: 11 am-4 Pm Call HR to Schedule your interviewYour profile is shortlisted for the position Relationship Manage.Coordinate with customer.Tell Customers about Products of the company.Lead generation.Telesales.Make customer understand about Life insurance.Should have basic knowledge of Insurance, Banking, Share market, income Tax and PPF.Give customer Good comparison of different investment products.
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Sales Wealth Management Portfolio Management Financial Advisory Investment Advisory
Acquiring HNI clients for PMS accounts , looking for TERRITORY MANAGERS AND RELATIONSHIP MANAGERS AND BRANCH MANAGERS
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Relationship Manager

Saggio insurance marketing Pvt Ltd

  • 0 - 5 yrs
  • 6.0 Lac/Yr
  • Moti Nagar Delhi
Sales Corporate Banking Wealth Management Financial Advisory Investment Advisory Client Relationship Management Customer Relationship Manager
Your profile has been shortlisted for Relationship manager profile.**Fixed Salary.****Huge Incentive.****Defined growth path.****Professional and friendly work environment.**-Fresher and experienced both can apply (Salary Negotiable for Experienced candidate).-Excellent communication skills.-Good in percentage calculation.-Basic knowledge of Insurance, Banking, Share Market, Income tax RD, FD, GST and PPF.-Carry CV-Wear Formal Dress.-Location: Moti Nagar, west delhi-Interview Timings: 11 am-4 Pm on 18-Oct-21 to 23-Oct-21Call HR to Schedule your interview
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