Investment Manager Job Vacancies in Delhi NCR

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.

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

Asst. Manager - Compliance and Operations will be responsible for the end-to-end ownership of operational workflow of Category III AIF to cover the following deliverables:Periodically review exposure, drawdowns, and investor commitments against fund documents and regulatory limits.Conduct pre- and post-trade compliance checks (investment concentration limits, sector restrictions, leverage, etc.). Ensure transactions are within regulatory and fund-specific boundaries.Assist in drafting and updating internal compliance checklists, SOPs, and dashboards.Assist in preparation and filing of regulatory reports including SEBI AIF reports (monthly/quarterly), RBI/FEMA filings if applicable.Monitor compliance with SEBI AIF Regulations, PPM (Private Placement Memorandum), and internal investment guidelines.Validate accruals, expenses, performance fees and management fee computations as per PPM and agreements.Support audits and inspections (SEBI, statutory, internal) by providing required data and explanations.Coordinate daily/periodic NAV computation with fund administrator; review trial balance, valuations, and reconciliation reports.Ensure timely and accurate recording of fund transactions.Support investor queries related to capital statements, tax workings, and portfolio performance.Prepare financial statements, investor reports, and quarterly performance reports.Work closely with auditors for annual audits, tax filings, and statutory reporting.QUALIFICATIONS:1. CA / MBA (Finance) or equivalent professional qualification.2. 35 years of relevant experience in AIF/PMS/Mutual Funds or compliance.3. Working knowledge of SEBI AIF Regulations, Companies Act, and taxation aspects relevant to AIFs.4. Ability to comprehend financial reports5. Excellent working knowledge of excel6. Attention to detail is a MUST7. Strong written and verbal communication skills will be an added advantage in this role

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 Description:- Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer satisfaction levels. Answering product related questions from customers. Taking on complex customer issues and resolving them.Core Responsibilities:- Managing team and its activities Responsible for developing and increasing overall market share across all the segment Identifying prospective and generating business from the existing & new clients thereby achieving business targets Individual HNI clients sales target Make strategic planning to grow business & managing relationships with HNI clients & retail clients Negotiating mutually profitable Investment opportunities with clients by creating cross sell and up sell opportunities Planning projects and activities systematically in line with business priorities. Attending and contributing at sales meetings Measuring customer satisfaction levelsThanks & RegardsContact Number :- +918989859705Caution :- Please be aware consultancy not ask to candidates any kind of charges for recruitment, it's totally free of services for candidate.

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: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

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

ROLEThis person will be in charge of driving new business through calling clients who are lookinginvestments. This individual will be responsible for processing new leads through the systemand thoroughly checking them for duplications, contacting the clients, inputting notes andworking the system process correctly and diarising callbacks. This will be done by workingfrom CRM and will entail spending majority of the working day taking incoming calls fromclients and making a large amount of outbound calls so an excellent telephone manner isessential.The Sales Consultant will need to manage their own pipeline of callbacks and work themeffectively to ensure we are getting as many client meetings .

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

Key Responsibilities:Sales Strategy and Target Achievement:Develop and execute a comprehensive sales strategy to meet or exceed sales targets for private equity investment products.Identify and prioritize target investor segments, and implement effective sales tactics to capture new business opportunities.Continuously monitor sales performance, analyse data, and make data-driven decisions to optimize sales efforts.Investor Acquisition and Relationship Management:Proactively identify potential investors interested in long-term investment opportunities, specifically in private equity.Generate leads through various channels such as networking, referrals, events, and partnerships.Build strong relationships with investors, understand their financial goals and risk appetite, and provide tailored investment solutions.Maintain regular communication with investors, keeping them informed about market trends, investment opportunities, and portfolio performance. Creating a pool of Channel partners and mentoring the team.Requirements:- Proven track record of successful sales experience in the financial services industry, with a focus on finance products like private equity.- Strong knowledge of private equity investments, including an understanding of the investment process, risk factors, and industry regulations.- Excellent sales and negotiation skills, with a demonstrated ability to meet or exceed sales targets.- Exceptional relationship-building skills and ability to connect.

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

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

We are looking to hire an experienced stockbroker to advise clients on investment opportunities within the stock market. The stockbrokers responsibilities include analyzing the stock market, finding profitable investment opportunities, and advising clients in making sound investment decisions. You should have the ability to work well in a high-pressure environment. Responsibility includes advice clients about Insurance.To be a successful stockbroker, you should be able to make quick decisions that will benefit your clients. A top-performing Stockbroker should be able to utilize the best methods to continually source new clients and maintain good working relationships with them.Responsibilities:____________________________Providing accurate investment advice to clients. Accurately evaluating financial reports. Managing clients investment portfolios. Staying abreast with the latest financial news. Providing regular updates to clients regarding the status of their investment portfolios. Informing clients of new investment opportunities within the stock market. Sourcing new clients through networking and cold calling. Accordingly making changes in investment strategies based on market conditions. Requirements:__________________________________Bachelors degree in finance, accounting, business or related field.Must be registered with the Financial Industry Regulatory Authority (FINRA).Should have sound knowledge of how financial markets operate.Proficient in IT and mathematics.The ability to evaluate complex information.Strong analytical skills.Excellent negotiation skills.The ability to work under pressure.The ability to work long hours due to differing time zones.

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

Investment Executive (Proper Desk Job) / Relationship Manager

Job Description :The incumbent will be responsible for managing the overall P&L of his unitThe incumbent will be responsible for setting up & managing the Sales teamShould be able to drive and execute a scalable process driven real estate Sales ecosystemThis includes formulating & executing the overall business plan, hiring the team across levels, engage in Business Development & product identificationResponsible to control quality of business & implement processesResponsible for increasing the market share, motivating, and building effective Relationships both with internal & external stakeholdersDesirable control span of 150-200 personnelAnyone from sales background can applyFreshers are also welcomeGood Communication SkillsSalary - In between 3-4 LPALocation : NoidaRegards

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.

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

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

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

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 advice 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 brooking, derivatives, bonds and all the products promoted by the companyThanks & RegardsBhumika VermaContact Number :- +918989859705bhumika@bs2hire.co.in

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

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.

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, SystematicInvestment Plans (SIPs), and other relevant financial discussions.Applicant Requirements: Strong oral and written communication skills. Proficiency in MS Excel and PowerPoint. Experience in investment advisory within the financial services sector will be an added advantage. Openness to learning and utilizing technology.