Accounting / Portfolio Investment Executive - Navi Mumbai

To work closely with immediate Manager & understand client s business and current Media strategy. · Briefing Channels on grids as per parameters, Evaluation & Closures on deals along with Group Head · ...

In a world where media is everywhere and in everything, · we bring the best platform, people, and partners together to create limitless opportunities for growth. · To work closely with immediate Manager & understand client's business and current Media strategy. · Take immediate C ...

We are hiring freshers interested in stock market and securities operations with basic awareness of SEBI, NIFTY 50, Sensex and equity markets to assist clients with Demat and trading account onboarding. · ...

This job involves trading in the offline market and generating new clients using provided data. The role requires quotings the best rates to clients and negotiating with them. · ...

Support the Investment Advisor in preparing meeting notes and client-ready materials. · Assist the Investment Advisor in preparing meeting notes, investment memos, and client-ready materialsMaintain confidentiality of sensitive financial and client informationCoordinate research ...

Job Title: Finance & Investment Operations Executive · Experience: 34 Years · Location: Santacruz (East) · Industry: NBFC / Family Office / Financial Services · Role Summary · We are looking for a finance professional with 34 years of experience in accounting, investment operatio ...

Salary: 3-6L per annum, basis the experience and suitability of the candidate. · CFPs / CFP / CWM / QPFP pursuant ONLY. · Company Description · CAGRfunds is a wealth management company that simplifies the investing decision making process. Their solutions are customized to indivi ...

We are looking for an enthusiastic professional for our Investment Banking Team in India who is keen on building a meaningful career in finance. · JOB TITLE: · Investment Banking Support Team – Virtual Assistant · ...

We are looking for a dynamic and customer-focused Mutual Fund Telecaller to engage with potential and existing clients over the phone, · explain mutual fund products, generate leads, and support investment conversions.Make outbound calls to prospective and existing customers to e ...

We are looking for an enthusiastic professional for our Investment Banking Team in India who is keen on building a meaningful career in finance. · Communications Management: Handle email, LinkedIn, and other social media communications. · Calendar Management: Manage calendars sen ...

This is a full-time marketing role involving telecalling. The candidate will be responsible for generating new clients and convincing customers with ongoing offline market rates as per company requirements. · ...

Salary: 3-6L per annum, basis the experience and suitability of the candidate. · CFPs / CFP / CWM / QPFP pursuant ONLY. · Company Description · CAGRfunds is a wealth management company that simplifies the investing decision making process. Their solutions are customized to indivi ...

Responsibilities: · Collaborate with startups on investment proposals · Manage office operations for fund management team · Coordinate due diligence process · Prepare documentation for investments · ...

Salary: 3-6L per annum, basis the experience and suitability of the candidate. · CFPs / CFP / CWM / QPFP pursuant ONLY. · Company Description · CAGRfunds is a wealth management company that simplifies the investing decision making process. Their solutions are customized to indi ...

The Junior Business Development Executive will support the investment banking team by directly approaching potential client companies, · Conduct direct outreach to target companies through calls, emails, LinkedIn, and professional networks · Present a preliminary overview of the ...

Daily accounting of financial data in Tally ERP and managing investment record entries related to securities buy/sell. · Strong knowledge of accounting principles, practices, standards, laws and regulations. · ...

Act as the domain expert for wealth management, digital advisory, and investment journeys. · Gather and interpret business requirements across modules including 360 Customer Overview & Net Worth Analytics. · Define test scenarios and validate system functionality. · ...

About the Role: · Identify, evaluate, and execute investment sales transactions in the retail real estate sector. · Build and maintain strong relationships with institutional investors, developers, landlords, and high-net-worth clients. · Source and close transactions for leased ...

Key Responsibilities: · Trade Execution: · Execute buy and sell orders for equities according to client instructions, market conditions, and MiFID II trading regulations. · Utilize trading platforms and financial software for efficient execution and data analysis. · Market Analys ...

We are seeking a highly skilled and motivated Manager – Finance to join our Finance team in a listed company environment. · ...