investment-advisory-jobs-in-gulbarga, Gulbarga

1 investment Advisory Jobs nearby Gulbarga

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posted 4 days ago

Accountant & cashier

YUNIC HR SOLUTIONS.
experience1 to 3 Yrs
location
Gulbarga, Hyderabad+8

Hyderabad, Davanagere, Bangalore, Guntur, Idukki, Chennai, Kozhikode, Kannur, Anantpur

skills
  • accounts receivable
  • accounting entries
  • accounts payable
Job Description
Yunic Hr Solutions Hiring For Banking Accountant & cashier  An accountant & cashier job description in a banking context involves both customer-facing transactional duties and back-end accounting responsibilities, including processing deposits, withdrawals, and payments, maintaining cash and bank records, performing reconciliations, assisting with financial reporting, and ensuring compliance with banking regulations. This dual role requires strong cash handling skills, excellent customer service, meticulous record-keeping, and a solid understanding of accounting principles. Cashier duties Required Experience And Qualifications Any Diploma/Degree Benefits ESI And PF No Target Fixed Shift Incentives  Job types: full-time Experience - 1 Yr To 3 Yrs Salary 30% To 40% Hike Job location in Pan India Contact Hr yunichrsolutions23@gmail.com

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posted 2 months ago
experience1 to 6 Yrs
Salary2.5 - 5 LPA
location
Hyderabad, Bangalore+7

Bangalore, Shimoga, Mangalore, Madurai, Chennai, Kozhikode, Coimbatore, Erode

skills
  • mutual funds
  • field sales
  • sip
  • nism
  • cross selling
  • financial advisory
  • mutual fund advisory
  • relationship manager
  • aif
  • aum
Job Description
Job Title : Investment Relationship Manager Position purpose: To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies: Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund Distributors Certification Examination and EUIN Number Education:Grad/P.G Exp: 0.6months to 5yrs Sat & sunday holiday. Will have public holidays. Interested candidates whatsapp cvs to Harika - 8106336954/ call me. Email harika@avaniconsulting.com
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posted 2 months ago
experience1 to 5 Yrs
Salary3.0 - 5 LPA
location
Hyderabad, Bangalore+6

Bangalore, Noida, Chennai, Gurugram, Mumbai City, Delhi, Ahmedabad

skills
  • equity advisory
  • investment advisory
  • sip
  • demat accounts
  • mutual funds sales
  • insurance
  • equity sales
  • securities
Job Description
Equity Advisor -Mutual Funds - Budget 3 LPA to 5 LPA Work location - Delhi. Banglore. Chennai & Ahemdabad . Mumbai and  Hyderabad Graduate degree with minimum 6 months to 3yrs maximum in mutual funds Sales/ Deemat Account Sales/SIP Sales/Equity Sales/Insurance Sales. Excellent English Speaking skills + Hindi + Local State language Age limit not above 32 yrs DL + Own 2- Wheeler Call 8377024167 OR brdassociates@workmail.com
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posted 1 month ago
experience6 to 10 Yrs
location
Karnataka
skills
  • Financial Modelling
  • Financial Analysis
  • Due Diligence
  • Forecasting
  • Valuation
  • Budgeting
  • Industry Research
  • Lookups
  • Pivot Tables
  • Analytical Skills
  • Communication Skills
  • Planning Skills
  • Commercial Awareness
  • Business Acumen
  • Teamwork
  • Adaptability
  • US GAAP Principles
  • Process Improvements
  • Efficiency Enhancements
  • Data Repository Tools
  • Excel Data Manipulation
  • IFSUMIF Statements
  • ProblemSolving Skills
  • Organizational Skills
  • Multitasking
  • Proactive Attitude
Job Description
You will be joining our Advisory Services team in Bangalore as a Transaction Manager. Your role will involve delivering high-quality financial advisory and due diligence services to our diverse client base. To excel in this position, you should have a strong foundation in finance and accounting, extensive financial modeling expertise, and a proven track record in a consulting environment. **Responsibilities:** - Develop, maintain, and refine complex financial models for various strategic initiatives, including forecasting, valuation, budgeting, and financial planning. - Conduct in-depth financial analysis, including variance analysis, scenario modeling, and sensitivity analysis, to evaluate business performance and forecast future trends. - Lead and support due diligence engagements, assessing financial health, growth potential, and risks for target investments. - Collaborate with cross-functional teams and senior management to provide financial insights and support key decision-making processes. - Prepare and present detailed financial reports and findings to internal and external stakeholders, ensuring clear and concise communication of complex financial concepts. - Research and analyze industry trends and market dynamics to provide informed recommendations. - Ensure compliance with accounting standards, regulations, and internal policies, with a strong understanding of US GAAP principles. - Identify opportunities for process improvements and efficiency enhancements within financial modeling and analysis. **Qualifications:** - Bachelor's or Masters degree in finance, Accountancy, Economics, Econometrics, or a related field. - 6-8 years of progressive experience in Consultancy, Advisory, or Due Diligence services. - At least 5 years of hands-on experience in financial modeling, including the development of complex financial models. - Proficiency in financial modeling based on US GAAP principles is highly preferred. - Experience in the Real Estate sector is a significant asset. - Demonstrated experience with data repository tools is advantageous. - Excellent command of English, both written and verbal, is essential. - Advanced Excel data manipulation skills, including expertise in Lookups, Pivot Tables, and IF/SUMIF statements. - Strong analytical and problem-solving skills, with the ability to interpret complex data and provide actionable insights. - Exceptional communication skills (written and verbal) to effectively present findings and recommendations to various stakeholders. - Proven planning and organizational skills. - Strong commercial awareness and business acumen. - A collaborative team player with the ability to work effectively in a dynamic environment. - Ability to remain focused and adapt in a rapidly changing environment with competing stakeholder goals. - Ability to multitask, prioritize effectively, and work to key deadlines under pressure. - Proactive and problem-solving attitude.,
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posted 2 months ago
experience0 to 4 Yrs
location
Karnataka
skills
  • Finance
  • Sales
  • Fintech
  • Investment sales
  • Bonds
  • Strong communication
  • Persuasion skills
  • Fixedincome products
Job Description
As an Investment Advisor specializing in Fixed-Income (Bonds) at Finzace, your role will involve the following responsibilities: - Make outbound calls to potential investors and understand their requirements - Educate and assist investors in selecting the right fixed-income products - Convert leads into successful investments and drive sales - Manage and nurture relationships with existing investors - Ensure smooth onboarding for new investors - Provide excellent service to help investors build strong portfolios Qualifications for this role include: - Strong communication and persuasion skills - Freshers passionate about finance and sales are welcome! - Prior experience in fintech or investment sales is a plus - Knowledge of bonds and fixed-income products is preferred At Finzace, we are a fast-growing invest-tech startup focused on making fixed-income investments like bonds and FDs more secured, easier, and accessible for individuals. Join us in our mission to provide excellent service and help investors build strong portfolios. Compensation for this position includes a salary of 3-4 LPA along with performance-based incentives.,
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posted 2 months ago
experience5 to 15 Yrs
location
Karnataka
skills
  • Sourcing Strategy
  • Enterprise Architecture
  • Cloud
  • Digital
  • Collaboration
  • DODAF
  • Digital Technology Strategy
  • Operating Model Design
  • Agile Operating Model Design
  • Workforce Transformation
  • IT Shared Services Strategy
  • Process Transformation
  • Value case business case formulation
  • Application Portfolio Strategy
  • Technology trends eg Mobility
  • Industry frameworks eg TOGAF
Job Description
As an IT Strategy Consultant at Accenture, you will be part of the Technology Strategy & Advisory Practice, a key focus area within Accenture Strategy. Your role will involve enabling our most strategic clients to achieve exceptional business value from technology through innovative R&D transformation and agile methodologies. **Role Overview:** - Industry & Technology Infrastructure Assessment: Understand client technology operations in the context of global, industry, economic, technology, and social trends. - Draw Roadmaps for IT implementations: Identify data-driven Digital, IT, or Cloud technology strategy solutions and create practical implementation roadmaps. - Monitor Digital, IT & Cloud Strategy: Manage change, monitor processes, and take necessary remedial steps. **Key Responsibilities:** - Leverage your experience in technology strategy areas like Digital & Technology Strategy, Operating Model Design, Agile Operating Model Design, Workforce Transformation, Sourcing Strategy, IT Shared Services Strategy, Process Transformation, Value case/business case formulation, Enterprise Architecture, and Application Portfolio Strategy. - Provide thought leadership, market trend knowledge, and act as a trusted advisor to senior leadership. - Create expert content, enhance presentation skills, and engage in C-Level discussions. - Demonstrate expertise in a specific industry, client, or technology to advise senior leadership effectively. - Manage budgeting, forecasting activities, and financial proposals. **Qualifications Required:** - 5-8 years of Strategy Consulting experience at a consulting firm. - Experience in at least 2 of the example offerings: Tech Strategy, Tech Operating Models, IT Shared Services Strategy, Cloud Transformation, Industry & New Technology, Technology ROI/Cost Take Out, Modern Architecture, Data-Driven Enterprise. - Proficiency in writing business cases to support strategic initiatives and leading large teams effectively. - Good knowledge of technology, enterprise architecture concepts, and technology trends. - Strong understanding of industries like Financial Services, Retail, Consumer Goods, Telecommunications, etc., is preferred. - Exposure to industry frameworks like TOGAF, DODAF is desirable. In addition to the above, you will have the opportunity to work on transformative projects with key G2000 clients, collaborate with industry experts, and develop your skills through personalized training modules. Accenture is committed to accelerating equality for all and offers a culture of boundaryless collaboration across the organization. Join Accenture, a global professional services company focused on helping clients improve performance and create sustainable value. With a diverse workforce and a commitment to innovation, Accenture drives positive change in the world. Visit www.accenture.com to learn more about us and our services.,
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posted 1 week ago

Investment Banking AVP/VP

Indium Capital Advisors
experience4 to 8 Yrs
location
Karnataka
skills
  • Investment Banking
  • Valuation analysis
  • Due diligence
  • Business Development
  • PEVC Fund Raising
  • MA transaction execution
  • Deal negotiations
  • Sector Coverage
  • Pitch documents preparation
Job Description
As an Investment Banking AVP/VP at Indium Capital, you will be working independently and collaboratively with senior team members on PE/VC Fund Raising & M&A transaction execution, client pitches, and business development. Your responsibilities will include: - Directly interacting with clients, client representatives, investors, buyers, sellers, and other advisors involved in transactions - Independently preparing transaction collateral, conducting analysis, and providing insights - Performing valuation analysis and engaging in deal negotiations - Project managing due diligence and documentation until deal closure In addition, you will be involved in business development and sector coverage activities such as: - Actively reaching out to potential clients and investors - Participating in industry forums, organizing events for lead generation, and brand building - Creating solutions for prospective clients, preparing pitch documents, and providing Business Development support Qualifications required for this role include a CA or MBA from IIMs/ISB/FMS/MDI with 4-8 years of relevant investment banking experience. The ideal candidate should possess high levels of ownership, excel in dynamic work environments, and have significant prior deal experience with independent execution responsibility. At Indium Capital, we offer you a unique opportunity to work in a highly entrepreneurial environment, contribute to marquee deals, and shape the firm's growth. This role provides you with the chance to lead client interactions, get involved in high-stakes transactions, and participate in strategic decision-making. Join us if you are looking for accelerated career progression driven by your individual contribution and impact.,
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posted 1 week ago
experience10 to 14 Yrs
location
Karnataka
skills
  • Financial analysis
  • Market intelligence
  • Valuation
  • Financial modeling
  • Business development
  • Client relationship management
  • Training
  • Interpersonal skills
  • Management presentations
  • Mentorship
  • Analytical capabilities
  • Creative thinking
  • Technical knowledge
  • Leadership qualities
Job Description
You will be joining the Corporate Finance & Investment Banking practice, where the focus is on providing financial & strategic solutions to clients through in-depth analysis and evaluation of alternatives. Leveraging a global network of 2,500+ corporate finance professionals across 100+ countries, you will be enhancing market intelligence to add value to clients. **Responsibilities:** - Lead the day to day execution of transactions - Assist in planning and marketing client mandates - Prepare confidential information memorandum, financial models, management presentations, and execution-related presentations - Develop, analyze, and interpret historical and projected financial information - Conduct valuations of businesses and companies - Prepare marketing pitches and presentations for business development - Build and maintain relationships with clients, prospective clients, and professional advisors - Mentor and train junior team members - Perform other administrative management duties as required by the firm **Qualification:** - CA or MBA **Experience:** - At least 10 years of experience in IT/ITES **Competencies:** - Analytical capabilities - Creative and Innovative thinking - Strong Technical Knowledge - Leadership qualities - Persistent and persuasive - Interpersonal Relationship & Respect,
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posted 2 months ago
experience8 to 12 Yrs
location
Bangalore, Karnataka
skills
  • Business Development
  • Client Acquisition
  • Market Intelligence
  • Relationship Management
  • Financial Structuring
  • Advisory
  • Investment Banking
  • Capital Markets
  • Market Trends
  • Financial Insights
  • Transaction Execution
  • Real Estate Finance
  • Analytical Capabilities
  • Regulatory Frameworks
  • Leadership Presence
Job Description
You are invited to join our team as a dynamic and experienced finance professional in Bangalore's real estate ecosystem. In this high-impact middle management role, you will be instrumental in driving business development and transaction execution for fund-raising, M&A, and debt advisory mandates. **Key Responsibilities:** - **Business Development & Client Acquisition** - Identify and secure new business opportunities in fund raising, M&A, and debt advisory. - Utilize your strong network with senior management of leading Bangalore-based real estate developers. - Act as a trusted advisor to clients, offering strategic financial insights and innovative solutions. - **Transaction Execution** - Lead end-to-end execution of capital market mandates, including deal origination, structuring, due diligence, and closure. - Coordinate with internal teams, clients, investors, and external stakeholders for seamless execution. - **Market Intelligence & Strategy** - Monitor market trends, investor appetite, and sectoral developments to identify emerging opportunities and risks. - Provide strategic inputs to shape the firm's positioning in the real estate finance domain. - **Relationship Management** - Build and nurture long-term relationships with developers, investors, financial institutions, and advisors. - Represent the firm as a subject matter expert in industry events and forums. - **Financial Structuring & Advisory** - Design innovative and customized financial structures to create value and mitigate risk. - Evaluate capital-raising alternatives and develop optimal strategies aligned with client objectives. **Educational Qualifications:** - CA / MBA (Finance) / CFA - mandatory. - Additional certifications in Real Estate Finance or Investment Banking will be an advantage. **Desired Experience:** - Minimum 8 years of strong experience in real estate finance, investment banking, or capital markets. - Proven track record in fund raising, debt syndication, M&A transactions, or structured finance. - Well-established network within the Bangalore real estate developer and investor community. **Key Skills & Attributes:** - Strong financial acumen and analytical capabilities. - Excellent relationship management, communication, and negotiation skills. - Strategic thinker with a solution-oriented mindset. - Sound understanding of regulatory frameworks and market trends. - Leadership presence and ability to work in a fast-paced, entrepreneurial setup. **Why MGB:** Join us at MGB and experience: - **Innovative Environment:** Be part of a team that's always ahead of the curve, embracing new ideas and technologies. - **Impactful Work:** Engage in projects that create a tangible impact on the Bangalore real estate market and beyond. - **Growth Opportunities:** Your professional development is our priority - grow with us as we expand and reach new heights. - **Collaborative Culture:** Work in a supportive and collaborative environment where your contributions are valued and recognized.,
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posted 1 week ago
experience5 to 9 Yrs
location
Karnataka
skills
  • Investment Compliance
  • Analysis
  • Troubleshooting
  • Investment Policy
  • BlackRock Aladdin
  • Analytics
  • Analytical Skills
  • Problem Solving
  • Communication Skills
  • Reconciliations
  • Eye for Detail
  • Investment Guidelines
  • Regulatory Rules
  • Asset Class Hierarchy
  • Microsoft Platforms
  • Organizational Skills
  • Quantitative Skills
  • Team Interaction
Job Description
As a member of the Investment Compliance team at Voya IM, your main responsibility will be to ensure investment policy compliance by checking investment restrictions against funds exposure. This role requires a strong analytical mindset and attention to detail. You will be responsible for reading fund prospectuses, investment policies, and investment policy statements to extract applicable investment restrictions. Additionally, you will need to understand and amend existing coded rules on the BlackRock Aladdin platform, as well as code new rules with testing to ensure accurate results. Your role will also involve routine review of existing clients" investment guidelines, implementing changes in compliance master, and investigating valid breaches to rule out invalid breaches for accurate delivery. Strong communication skills are essential as you will interact with various parts of the organization and develop efficient working relationships. To be successful in this role, you should have an undergraduate degree in accounting, finance, quantitative analysis, or business administration, along with 5 to 8 years of investment industry experience. Knowledge of Alladin rule coding platform, regulatory rules around 1940 Act and UCITS, asset class hierarchy, exposure calculation methods, and familiarity with platforms like Bloomberg, Aladdin, and PowerBI will be beneficial. Strong skills in Microsoft platforms and PC-based software are expected, as well as organizational, analytical, and quantitative skills. You should be adaptable to work in a challenging environment with varying workloads and strict deadlines. Maintaining strong working relationships with peers, supervisors, project leaders, and internal/external clients is crucial. A congenial and professional attitude is expected in this relatively flat organization. Flexibility to work in shifts is also required for this role at Voya IM.,
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posted 2 months ago
experience12 to 16 Yrs
location
Karnataka
skills
  • Asset Management
  • Banking
  • Asset Allocation
  • QlikSense
  • MS Excel
  • Powerpoint
  • Stakeholder Management
  • Communication Skills
  • Investment Content
  • Portfolio Construction
  • Aladdin
  • Avaloq
Job Description
Role Overview: As the Vice President - Global Advisory India Team Lead at HSBC, you will be instrumental in collaborating with Blackrock and internal IT to develop or enhance Advisory features used by HSBC. Your expertise will be crucial in integrating relevant investment content into the Advisory process and addressing business as usual (BAU) issues from booking centers related to Global Advisory. Furthermore, you will be responsible for managing the quality of advice and the model methodology within the Advisory architecture framework, as well as improving the user interface (UI) and user experience (UX) for the advisory client journey in conjunction with other local platform teams. Key Responsibilities: - Interface closely with Blackrock and internal IT to develop or enhance Advisory features - Collaborate with various Investment Wealth Solutions (IWS) product teams to incorporate relevant investment content - Manage the quality of advice and model methodology within the Advisory architecture framework - Liaise with local platform teams to enhance the UI/UX for the advisory client journey - Collaborate with global & regional Advisory team on product management, sales enablement, and portfolio construction topics - Manage the local Advisory team and coordinate activities and book of work - Act as the key contact person for global and regional Advisory team for any escalation - Manage local documentation requirements to facilitate scope expansion for the local Advisory team Qualifications: - Degree in finance/business with professional accreditations such as CFA - At least 12 years of experience in banking or asset management - Prior experience managing a team with a strong understanding of asset allocation and portfolio construction - Actively involved in building advisory propositions and platforms - Quantitatively inclined with knowledge of platforms such as Aladdin, QlikSense, and Avaloq - Proficient in MS Excel and Powerpoint, effective in stakeholder management, and able to work with teams across locations - Strong communication skills to guide end users in the front office on portfolio analytics queries - Ability to collaborate effectively with the global and regional Advisory team - Act as a subject matter expert and tap into the extended Advisory ecosystem for additional feedback and inputs,
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posted 2 weeks ago
experience5 to 9 Yrs
location
Karnataka
skills
  • Financial analysis
  • Strategic planning
  • Market intelligence
  • Valuation
  • Financial modeling
  • Client management
  • Business development
  • Training
  • Analytical skills
  • Leadership
  • Interpersonal skills
  • Mentorship
Job Description
You will be joining the Corporate Finance & Investment Banking department as a Manager in Bangalore. Your primary responsibilities will include: - Leading the day-to-day execution of transactions - Assisting in planning and marketing client mandates - Preparing confidential information memorandums, financial models, and management presentations - Developing, analyzing, and explaining historical and projected financial information - Conducting valuations of businesses and companies - Assisting in the preparation of marketing pitches and presentations for business development - Building and maintaining relationships with current clients, prospective clients, and professional advisors - Providing mentorship and training to junior team members - Performing other administrative management duties as required by the firm To excel in this role, you should possess the following qualifications and competencies: Qualifications: - At least 5 years of experience in IT & ITES - CA or MBA Competencies: - Analytical capabilities - Creative and innovative thinking - Strong technical knowledge - Leadership qualities - Persistence and persuasiveness - Strong interpersonal relationship skills and respect Join the team at Corporate Finance & Investment Banking and leverage your expertise to provide financial and strategic solutions to clients.,
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posted 2 months ago

Investment Handling Executive

Bangalore group of Institution
experience1 to 5 Yrs
location
Karnataka
skills
  • Financial analysis
  • Financial markets
  • Analytical skills
  • MS Office
  • Accounting software
  • Communication skills
  • Interpersonal skills
  • Regulatory compliance
  • Investment handling
Job Description
As an Investment Handling Executive at Eduvy Technologies Pvt. Ltd., Bangalore, your role will involve managing, monitoring, and optimizing company investments. Your attention to detail will be crucial in ensuring accurate financial records, analyzing investment opportunities, and supporting strategic financial decisions. Key Responsibilities: - Handle and monitor company investments, including fixed deposits, mutual funds, stocks, and other financial instruments. - Maintain accurate records of investment transactions, returns, and maturity schedules. - Conduct financial analysis to support investment decisions. - Coordinate with banks, financial institutions, and other stakeholders for investment operations. - Prepare regular reports on investment performance, risks, and opportunities. - Ensure compliance with company policies and relevant financial regulations. - Support management in budgeting, forecasting, and financial planning related to investment. - Resolve queries related to investments and financial transactions promptly. Qualification Required: - Bachelors Degree in Finance, Commerce, Accounting, or related field. - B.Com with CA Articleship or 3 years experience in a CA Firm will also be considered. In this role, you will need to possess a strong understanding of investment instruments and financial markets along with excellent analytical and problem-solving skills. Your proficiency in MS Office (Excel, Word, PowerPoint) and accounting software will be essential, as well as good communication and interpersonal skills. The ability to work independently and as part of a team is required, and knowledge of regulatory and compliance requirements in investment management is a plus. With a minimum of 1 year of relevant experience in investment handling, finance, or accounts, along with the mandatory educational qualification, you will have the opportunity to grow in a dynamic and fast-paced organization. Professional development and training opportunities, along with a friendly and supportive work environment, are what we offer in this full-time position at our Bangalore office.,
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posted 1 week ago
experience1 to 3 Yrs
Salary3.0 - 5 LPA
location
Hyderabad, Bangalore+5

Bangalore, Noida, Chennai, Gurugram, Pune, Delhi

skills
  • insurance sales
  • demat accounts
  • financial advisory
  • business development
  • investment advisory
  • mutual funds sales
  • financial services
Job Description
Applications are invited for the role of Mutual Funds Advisor in Delhi, Bangalore, and Ahmedabad. To be considered, candidates must hold a Graduate Degree and have 6 months to 3 years of sales experience in Mutual Funds Sales /Demat Accounts /SIP. . The CTC ranges from 3 LPA to 5 LPA. English and local language proficiency is essential. Working hours are from 9 am to 6 pm, with Sundays off. Interested applicants can email - brdassociates@workmail.com or call 8377024167. NoTe - Age limit not above 32yrs
posted 1 month ago

Client Wealth Partner HNI Advisory

BlissMoney Fintech Pvt Ltd
experience4 to 10 Yrs
location
Karnataka
skills
  • Wealth Management
  • Financial Services
  • Fintech
  • Client Acquisition
  • Mutual Funds
  • SIPs
  • Relationship Management
  • Product Knowledge
  • Private Banking
  • Financial Advisory
  • Interpersonal Skills
  • Communication Skills
  • Investment Solutions
  • Term Insurance
  • Retirement Plans
  • Market Awareness
Job Description
As a Client Wealth Partner at BlissMoney Fintech Pvt. Ltd., you will be responsible for acquiring, advising, and managing high-net-worth clients to offer tailored wealth solutions that align with their long-term financial goals. Your role will be pivotal in contributing to the growth of BlissMoney's private client base and delivering exceptional client experiences. **Key Responsibilities:** - Identify and onboard new HNI clients through networking, referrals, and strategic outreach - Contribute to the expansion of BlissMoney's private client base - Understand client objectives, risk profiles, and life goals to recommend suitable investment solutions - Build and nurture trust-based relationships with clients for ongoing financial planning and portfolio reviews - Meet and exceed revenue and product penetration targets by executing a well-balanced product mix aligned with client needs - Stay updated with financial markets, product innovations, and compliance changes to provide actionable advice to clients **Qualifications Required:** - 4-10 years of experience in wealth management, private banking, or financial advisory - Solid understanding of mutual funds, life insurance, and investment planning - Strong interpersonal and communication skills - Client-first approach with ethical integrity - Certifications such as NISM, AMFI, or CFP are a plus BlissMoney Fintech Pvt. Ltd. is a fast-growing fintech-led wealth advisory platform that offers you the opportunity to work with ambitious clients and next-gen tools. The company provides a culture with long-term career pathways, merit-based growth, and leadership opportunities. If you are ready to shape the future of wealth in India, apply now or reach out to BlissMoney for more details.,
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posted 1 week ago
experience1 to 5 Yrs
location
Mangalore, Karnataka
skills
  • Financial modeling
  • Valuation
  • Excel
  • PowerPoint
  • Analytical skills
  • Communication
  • Presentation
  • Writing
  • Finance
  • Accounting
  • Economics
  • Attention to detail
Job Description
As an Analyst/Associate in investment banking, your role will involve supporting various transactions such as mergers & acquisitions (M&A), equity and debt capital raising, and strategic advisory. Your responsibilities will include: - Building and maintaining financial models including DCF, LBO, merger models, and comparable valuation. - Conducting industry and company research to analyze market trends and competitive landscapes. - Preparing pitchdecks, client presentations, investment memos, and transaction materials. - Supporting the execution of M&A transactions and capital raising mandates from start to finish. - Assisting with and coordinating due diligence, reviewing financials, and working with legal, tax, and other advisors. - Analyzing financial statements, company performance, and valuation metrics. - Managing data rooms, tracking deal progress, and maintaining internal databases and pipeline reports. - Collaborating closely with senior bankers (VPs/MDs) to prepare strategic recommendations for clients. - Communicating with clients, investors, and internal stakeholders on deliverables and timelines. - Ensuring accuracy, consistency, and high-quality output under tight deadlines. You should possess the following skills and qualifications: - Strong financial modeling and valuation capability. - Advanced proficiency in Excel and PowerPoint. - Strong analytical skills and attention to detail. - Ability to work in a fast-paced, high-pressure environment. - Excellent communication, presentation, and writing abilities. - Bachelors/Masters degree in Finance, Accounting, Economics, or related field. - Prior internship/work experience in corporate finance, investment banking, or financial services preferred.,
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posted 1 week ago
experience1 to 5 Yrs
location
Karnataka
skills
  • financial modeling
  • valuation
  • Excel
  • PowerPoint
  • analytical skills
  • communication
  • presentation
  • writing
  • finance
  • accounting
  • economics
Job Description
As an Analyst/Associate at our company, you will be supporting investment banking transactions such as mergers & acquisitions (M&A), equity and debt capital raising, and strategic advisory. Your role will involve financial analysis, valuation, preparation of client materials, and coordination of deal execution. Key Responsibilities: - Build and maintain financial models including DCF, LBO, merger models, and comparable valuation. - Conduct thorough industry and company research, analyzing market trends and competitive landscapes. - Prepare pitch decks, client presentations, investment memos, and transaction materials. - Support the execution of M&A transactions and capital raising mandates from start to finish. - Assist with and coordinate due diligence by reviewing financials and working with legal, tax, and other advisors. - Analyze financial statements, company performance, and valuation metrics. - Manage data rooms, track deal progress, and maintain internal databases and pipeline reports. - Collaborate closely with senior bankers (VPs/MDs) in preparing strategic recommendations for clients. - Communicate effectively with clients, investors, and internal stakeholders on deliverables and timelines. - Ensure accuracy, consistency, and high-quality output under tight deadlines. Qualifications Required: - Strong financial modeling and valuation capability. - Advanced proficiency in Excel and PowerPoint. - Strong analytical skills and attention to detail. - Ability to thrive in a fast-paced, high-pressure environment. - Excellent communication, presentation, and writing abilities. - Bachelors/Masters degree in Finance, Accounting, Economics, or a related field. - Prior internship/work experience in corporate finance, investment banking, or financial services is preferred.,
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posted 3 weeks ago
experience2 to 6 Yrs
location
Karnataka
skills
  • Investment Banking
  • Financial Modeling
  • Valuation Analysis
  • Due Diligence
  • Business Development
  • Industry Research
  • Client Relationship Management
  • Networking
  • Communication Skills
  • Analytical Skills
  • Excel
  • PowerPoint
  • Word
  • Corporate MA
Job Description
As an Investment Banking Sr Associate/Associate at Indium Capital, you will be part of a Bangalore-based Investment Bank specializing in Healthcare and Digital/Technology sectors. Since May 2014, we have been focusing on deals ranging from $25-500Mn and have established strong relationships with marquee clients across various sectors. Our client-centric approach sets us apart, and more information about us can be found at www.indiumcapital.com. Your role will involve collaborating with senior team members on PE/VC Fund Raising & M&A transaction execution, client pitches, and business development activities. Some key aspects of your responsibilities will include: - Directly engaging with clients, investors, and other advisors - Creating transaction collaterals such as Information Memorandums, Business Plans, and financial models - Conducting valuation analysis and supporting deal negotiations - Managing due diligence and documentation processes In addition, you will be involved in industry research, company profiling, pitch presentations, outreach to clients and investors, maintaining databases, and participating in industry forums for lead generation and brand building. To excel in this role, you should: - Be a self-starter with a high level of ownership - Thrive in dynamic and unstructured work environments - Demonstrate excellent communication and analytical skills - Have proficiency in Excel, PowerPoint, and Word - Be able to multitask and work under strict deadlines - Possess prior experience in front-end investment banking Joining us will provide you with: - Direct involvement in high-stakes transactions and strategic decision-making - Potential for accelerated career progression based on individual contribution and impact - A unique opportunity to contribute significantly to marquee deals and shape the firm's growth If you have 2-5 years of investment banking or corporate M&A experience along with a CA or MBA from IIMs/ISB/FMS/MDI, and you are looking for a challenging and rewarding opportunity in Bangalore, we encourage you to reach out to us at contact@indiumcapital.com with your cover letter, CV, and a brief summary of your education and investment banking experience.,
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posted 2 months ago
experience0 to 3 Yrs
location
Karnataka
skills
  • Sales Acumen
  • Client Relationship Management
  • Client Communication
  • Revenue Generation
  • New Business Development
  • Risk Management
  • Market Research
  • Networking
  • Financial Market Expertise
  • Investment Product Sales
  • Investment Strategy Consulting
  • Market Trends Monitoring
  • Portfolio Construction
Job Description
As an Investment Analyst-Sales professional on the sell-side, your role is crucial in driving revenue for the firm by managing relationships with investors, promoting the firm's investment products, and providing strategic insights. You will need to leverage your sales acumen, financial market expertise, and ability to deliver tailored solutions to meet the needs of sophisticated clients. Your core responsibilities will include: - Building and maintaining client relationships by managing and expanding relationships with clients. - Understanding client needs by gaining deep insights into their investment objectives, strategies, and constraints to tailor products and services accordingly. - Selling a range of financial products, including startup investments, structured products, or alternative investments. - Pitching investment ideas, market themes, and opportunities to clients, often supported by the firm's research teams. - Organizing client meetings, conference calls, and presentations to discuss portfolio updates, market developments, and new investment opportunities. - Attending industry conferences and events to network with clients, understand new trends, and promote the firm's products. - Advising clients on asset allocation, portfolio construction, and risk management strategies. - Driving sales revenue by setting and achieving revenue targets for selling the firm's investment products. - Monitoring global and regional market trends, macroeconomic developments, and new investment products to better advise clients and position the firm's offerings. - Sourcing new institutional clients or expanding the firm's footprint in specific sectors or geographies through networking and leveraging personal and professional contacts. - Managing the onboarding process for new clients, including establishing new accounts, setting up reporting processes, and ensuring compliance with regulations. Qualifications required for this role: - Bachelor's degree in finance, economics, business, or related field. An MBA or advanced degree may be preferred. - Proven knowledge in investment banking, venture capital, corporate finance, or related financial services roles. - Excellent communication and interpersonal skills. - 6 months to 1 year of experience in the fintech industry. In addition to a competitive salary, you will be part of a collaborative and innovative work environment with opportunities to work on impactful projects in the fintech space.,
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posted 1 week ago

Investment Banking Analyst

SKS Enterpprises - Human Resource Planning and Management
experience2 to 6 Yrs
location
Karnataka
skills
  • Financial Analysis
  • Investment Banking
  • Venture Capital
  • Private Equity
  • Financial Modeling
  • Valuations
  • Fundraising
  • Market Analysis
  • Due Diligence
  • MA
Job Description
As an Analyst in Investment Banking at our client's venture capital-backed advisory platform, your role will involve a wide range of responsibilities to support high-growth companies in scaling and unlocking long-term value. Here is a breakdown of your key responsibilities: - Build and maintain financial models, investment memos, pitch materials, and portfolio summaries for both internal and external stakeholders. - Conduct company valuations, market sizing, competitive landscaping, and scenario analyses for early- and growth-stage companies. - Identify key insights, risks, and opportunities to support the investment team, presenting findings in a structured, data-driven manner. - Collaborate with the Execution/Investment Team throughout the deal lifecycle to ensure accurate and timely deliverables aligned with investment theses. - Assist in due diligence activities such as customer/market checks, data room reviews, and reference calls. - Coordinate communication with founders, advisors, and internal stakeholders to refine analyses and investment materials based on feedback. - Track and analyze portfolio company performance, preparing regular updates and dashboards. - Stay updated on sector trends, emerging technologies, and competitive landscapes to support thesis development and pipeline generation. - Participate in founder meetings, demo days, and ecosystem events to build networks and identify promising startups. - Work closely with senior investors and partners to learn best practices in deal structuring, investment evaluation, and stakeholder communication. - Progress from Analyst to Senior Analyst to Associate, gaining exposure across multiple sectors and stages. - Develop strong problem-solving, financial, and strategic thinking skills through hands-on deal experience. Please note that the role requires a minimum of 2 to 4 years of experience in front-end investment banking, venture capital, private equity, or related financial analysis roles. This position will be based in Bengaluru, and you will have the opportunity to work from the office. Thank you for considering this exciting opportunity with us!,
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