Manager Investment Banking Job Vacancies in Mumbai

Key Responsibilities Develop and execute fundraising strategies to meet the companys capital requirements. Identify, connect, and build strong relationships with venture capitalists, private equity firms, family offices, angel investors, and financial institutions. Prepare and deliver compelling pitch decks, investment proposals, and financial models to potential investors. Negotiate deal terms and ensure compliance with legal and financial regulations. Collaborate with senior leadership to align fundraising efforts with business goals and growth plans. Monitor industry trends, investor sentiments, and competitor funding activities in the FMCG/D2C ecosystem. Build and maintain a strong investor relations framework for continuous engagement and trust. Track fundraising performance and prepare reports for management and stakeholders.

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

About the roleWe are actively seeking dynamic individuals to join the inbound business team at Dezerv. In this capacity, you will engage with discerning inbound clients possessing a net worth of 50 lakhs and above. Your primary responsibilities will encompass facilitating a comprehensive understanding of Dezerv's Portfolio Management Service and Mutual Fund investment strategies, ultimately guiding clients in their investment.What you will work on: PMS SalesYou get pre-scheduled video meetings with potential clients where you will have to review clients portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of 50L & above)Interact and convert these high-intent inbound clients into investing in our portfolio productsHave good knowledge of the overall markets and use those points in your conversations with clientsEvaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.Help clients in their onboarding process by coordinating with multiple stakeholders like the operations team, product team and tech team. Guide clients thoroughly on their Tax liabilities when exiting or entering into fundsMaintain good relationships with your existing clients for investing more into different products which we offer

FREE OF COST PLACEMENT SERVICES - NO CHARGES FROM CANDIDATES - ON-ROLL JOBS IN BANKING, FMCG, INSURANCE, NBFC, BPO, AND ALL SECTORS ETC.

Banks & Financial Institutions Group (BFIG) department is a part of the Corporate, Institutional & Investment Banking (CIIB). At BFIG we mange client relationship & cross sell banking products such as Trade, Cash Management solution, FX, Custody, CBLO , Treasury & Liability products. The ARM primary roll to support RMs for client requirements, strengthen relationship & increase business share.Job Role: Candidate must have 1-3 years of experience in managing clients preferably corporate, Institutional or MNC sector with basic understanding of Banking product, KYC & Process. Meet clients, track identified opportunities, strengthen client relationship along with RMs Monitor Trade / FX flows & coordination with Treasury team for rate related queries Arrange necessary approvals for client related matters from Sr. Management Coordinate with Compliance, Legal, Ops, CAD, Seso, TD desk for client related queries Arrange regular calls with Trade desk, Seso along with client for better coordination & query resolution. Strengthen client relationship, improve client recall and grow businessJob Requirements: Should have 1 -3 yrs. of minimum relevant experience Prior experience in managing MNC, Corporate or Financial Institutions preferable Good spoken & written communication skills Positive attitude & believes in team work. Interview process: 2 rounds of interview and 1 aptitude testCompany Name: confirmed on retrospective registration and prerequisite basis.

Department: BFIG Assistant Relationship Manager (ARM) Location: MumbaiReporting To: Insurance and MF Segment HeadGrade: M2 / M3Banks & Financial Institutions Group (BFIG) department is a part of the Corporate, Institutional & Investment Banking (CIIB). At BFIG we mange client relationship & cross sell banking products such as Trade, Cash Management solution, FX, Custody, CBLO , Treasury & Liability products. The ARM primary roll to support RMs for client requirements, strengthen relationship & increase business share.Job Role: Candidate must have 1-3 years of experience in managing clients preferably corporate, Institutional or MNC sector with basic understanding of Banking product, KYC & Process. Meet clients, track identified opportunities, strengthen client relationship along with RMs Monitor Trade / FX flows & coordination with Treasury team for rate related queries Arrange necessary approvals for client related matters from Sr. Management Coordinate with Compliance, Legal, Ops, CAD, Seso, TD desk for client related queries Arrange regular calls with Trade desk, Seso along with client for better coordination & query resolution. Strengthen client relationship, improve client recall and grow businessJob Requirements: Should have 1 -3 yrs. of minimum relevant experience Prior experience in managing MNC, Corporate or Financial Institutions preferable Good spoken & written communication skills Positive attitude & believes in team work.

Kanchansobha Finance Pvt. Ltd.position: Manager / Senior Manager job Description:we are Looking for a Chartered Account Having Experience of 2 to 5 Years in Corporate Finance/investment Banking. We are Willing to Consider Bright Mbas/cmas that have Strong Fundamentals and Relevant Experience.the Candidate Will Be Responsible for Preparation of Financial Models, Cma Data, Project Reports, Research, Restructuring/resolution Plans and Presentations for Submission to Banks, Financial Institutions, Nbfcs, Investors (including Private Equity Investors). the Job also Involves Plenty of Analysis Including Analysis of the Companys Business Model, Resolution Plans, Growth Plans, Etc. Besides, the Candidate Shall Be Required to Perform Industry Level / Company Level Research of Data from Various Public Databases. the Candidate Can Expect Active Participation in Client Meetings and Will Be Required to Regularly Interact with Client Teams for Gathering Information, Due Diligence, and other Items. the Candidate Shall Be Expected to Guide Junior Members of the Team and have the Skillset and Capability to Take On Leadership Roles as They Grow Within the Organization.we are Ideally Looking for a Person Who is Located At a Manageable Distance from Bkc.industry: Investment Bankingrole: Manager / Senior Manager pay: Rs. 9,00,000-rs. 12,00,000 P.a (negotiable)key Skills: Corporate Finance, Restructuring, Resolution, One Time Settlement, Debt Syndication, Funding, Cma Data, Project Report, Credit Appraisal Form, Power Point Presentations, Excel education: Chartered Accountant/mba/cma Having Experience of More Than 3 Years.desired Candidate Profile:1. Technically Sound2. Good English Communication Skills3. Free to Travel Anywhere in India4. Hard Working and Diligent5. Ability to Handle Pressure6. Team Worker7. Positive Attitude

AsiaCap Investment Advisory Private Ltd provides high quality analytical and business management support to the Offshore Fund and Corporate Finance market. We are looking at the fitment for the post of VP-Investment Research to provide advisory and analytics services to offshore funds. The candidate should have an experience of 5 to 7 years across the capital structure both credit and equity. Key skills required are financial modelling & Valuation. The role would also require research on fixed income issues and issuers, monitoring performance, and building an investment thesis for capital raising.JOB ROLE REQUITEMENT Analyse and monitor fixed income issues and issuers Detailed offer document analysis from a credit perspective Perform market and portfolio analysis to support fixed income strategies. Perform simulations and stress tests on proposed and existing portfolios. Analyse financial statements and develop investment thesis when required. Construction and review of yield curve across issuers, sectors and rating categories. Prepare valuation models using excel/VBA. Prepare & maintain documentation related to valuations Prepare advanced financial models, detailed valuation strategies and deal flow analysis Ability to work with limited information, unaudited financials, strategy writeups, meeting notes, transcripts to build a comprehensive investment case Explore optimal capital structure considerations involving equity-linked, high yield, mezzanine and other middle market debt instruments Participate in all stages of equity, debt and other transactions along with the client, including the development of financial models, due diligence sessions, the drafting of sales memos, company presentations etc.SKILL SETS REQUIRED Exceptional analytical skills along an ability to articulately convey conclusions Ability to collaborate as well as work independently Excellent Microsoft Office Skills (Word, Excel, and PowerPoint) Knowledge

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

We have an urgent requirement for an Associate Relationship Manager to supervise and coordinate all aspects of an agency. They work with agents and clients to ensure that targets are met, relevant policies and guidelines are upheld, and customer comfort is achieved. Interested candidates can find the requirements below. Building a strong relationship with the sales team of the Bank channel partners Achieving your sales targets as per channel tactics Meeting promised customers with channel sales team to sell insurance solutions It is a field job. You will have to travel within the assigned geography to meet channel partner teams and customers. You will be evaluated on your ability to meet the business targets (Topline, Persistency, Product mix) by helping and driving channel partners. You will also characterize the channel partner teams on pre and post-sales such as claim settlement.Who can apply : Between the age of 24 to 38 Any Graduate Min 3 years of experience in sales and marketing in which 2 years of experience in Life Insurance is mandatoryBenefits : Fixed salary Attractive Incentives Performance bonus Other Advantages

FREE OF COST PLACEMENT SERVICES - NO CHARGES FROM CANDIDATES - ON-ROLL JOBS IN BANKING, FMCG, INSURANCE, NBFC, BPO, AND ALL SECTORS ETC.