Array ( [0] => investment-manager [1] => navi-mumbai ) Investment Manager Jobs in Navi Mumbai,Investment Manager Job Vacancies in Navi Mumbai Maharashtra
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Investment Manager Job Vacancies in Navi Mumbai

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Looking For Investment Manager

Square Yards Consulting Pvt Ltd

  • 1 - 5 yrs
  • 6.0 Lac/Yr
  • Sanpada Navi Mumbai
Good Communication Skills Lead Generation Sales Process
- Develop and implement investment strategies: The Investment Manager is responsible for creating and executing investment plans to meet the company's financial goals and objectives. This involves analyzing market trends, evaluating risks, and making informed decisions to maximize returns.- Conduct market research: The Investment Manager must stay informed about market conditions, industry trends, and competitor activities. This information is crucial for making informed investment decisions that align with the company's overall investment strategy.- Monitor portfolio performance: The Investment Manager is tasked with monitoring the performance of the company's investment portfolio on an ongoing basis. This includes tracking returns, assessing risks, and adjusting strategies as needed to optimize performance.- Cultivate client relationships: Building and maintaining strong relationships with clients is a key aspect of the Investment Manager's role. This involves effective communication, understanding clients' financial objectives, and providing personalized investment recommendations that meet their needs.- Collaborate with internal teams: The Investment Manager works closely with other departments, such as sales and marketing, to ensure alignment and coordination in executing investment strategies. Collaboration and effective communication are essential for achieving company goals.Skills and Expectations:- Strong analytical skills: The ideal candidate should have a solid understanding of financial markets, investment principles, and risk management techniques.- Excellent communication skills: The Investment Manager must be able to effectively communicate complex investment concepts to clients and internal stakeholders.- Proven track record of lead generation: Experience in generating leads and converting them into successful investment opportunities is crucial for this role.- Familiarity with the sales process: Understanding the sales process and how it ties into investment strategies is essential for the Investment Manager's success.- Ability to work independently: The candidate should be self-motivated, proactive, and able to work autonomously to achieve investment goals.
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Admin

Nidhi Finance

Direct Sales Financial Packages Saving Account Investment Officer
Admin Executive - On Call
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Opening- Manager/ SR Manager- Wealth Management

ABS International

Relationship Manager Priority Banking Investment Manager Wealth Manager Relationship Manager Wealth Wealth Advisor Financial Planning Manager Walk in
Job Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the existing ones and hence buildAUM.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line.Update and cross sell products to existing clients and update them about the primary and secondary markettrends.Update self-regarding all schemes, products and solutions by regularly attending trainings.Share regular communications with client regarding information, research and material of the organization.Conduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads.Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance,fixed income, mutual funds, etcWealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite andassist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledgeof competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex informationclearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have stronglogical and numerical abilityWork to achieve targets: Has ability to deal with stress and follow proced
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Relationship Manager

UPONLY

  • 3 - 7 yrs
  • 2.5 Lac/Yr
  • Navi Mumbai
Sales Wealth Management Portfolio Management Financial Advisory Investment Advisory Customer Relationship Manager
Job Openings for 25 Relationship Manager Jobs with minimum 3 Years Experience in Mahape, Navi Mumbai having Educational qualification of Bachelor Degree with Good knowledge in Sales of Life Insurance and other banking products,Wealth Management,Portfolio Management,Financial Advisory,Investment Advisory etc. People from Banks preferred.
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Relationship Manager

UPONLY

  • 1 - 7 yrs
  • Navi Mumbai
Sales Wealth Management Portfolio Management Investment Advisory Relationship Manager Customer Relationship Client Relationship
We have vacant of 15 Relationship Manager Jobs in Navi Mumbai Experience Required : 1 Year Educational Qualification : Other Bachelor Degree Skill Sales,Wealth Management,Portfolio Management,Investment Advisory etc.
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Apply to 4 Investment Manager Job Vacancies in Navi Mumbai

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