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Investment bank • India

Last updated: 8 hours ago
Investment Specialist - Bank

Investment Specialist - Bank

SkillventoryBangalore, India
₹2,600,000.00 yearly
About the Role : Skillventory Hiring for A leading private sector bank is seeking a dynamic "Investment Specialist" to support its Wealth ...Show moreLast updated: 5 days ago
Commercial & Investment Bank - Strategy - Analyst

Commercial & Investment Bank - Strategy - Analyst

JPMorgan Chase & Co.Mumbai, Maharashtra, India
Full-time
Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in our team to partner with the Bus...Show moreLast updated: 25 days ago
Senior Software Engineer at a Top Investment Bank

Senior Software Engineer at a Top Investment Bank

Covenant ConsultantsBengaluru, Karnataka, India
Full-time
We are hiring!!! For one of the top investment bank !.Job Title : Senior Software Engineer - Data.Data Engineer, you will be responsible for building and running the data pipelines and services that...Show moreLast updated: 30+ days ago
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Investment Manager

Investment Manager

BHIVE WorkspaceBengaluru, Karnataka, India
Investment Management : Be responsibility for entire lifecycle management of all investors in the portfolio.Fundraising Support : Preparing materials including documents and analysis as well as direc...Show moreLast updated: 8 hours ago
  • Promoted
Investment Associate

Investment Associate

Hornbill CapitalMumbai, Maharashtra, India
Designation : Associate - Public Markets.Hornbill Capital Services LLP (Hornbill Capital) was founded in 2014.Hornbill Capital (https : / / hornbillcap. Hornbill Orchid Investment Manager Private Limited...Show moreLast updated: 19 days ago
Corporate Bank (CB), Investment Bank (IB) and Operations (Ops) Technology Risk Function, AVP

Corporate Bank (CB), Investment Bank (IB) and Operations (Ops) Technology Risk Function, AVP

9608 Deutsche India Private Limited, Mumbai BranchMumbai Nirlon Know. Pk B, B
The first line Tech Risk function for business divisions CB, IB and Ops at Deutsche Bank sits within the Divisional Control Office. CB and IB front-to-back have the largest footprint as a risk beari...Show moreLast updated: 4 days ago
  • Promoted
Investment Analyst

Investment Analyst

Grow Your StaffVijayawada, IN
₹800,000.00–₹1,500,000.00 yearly
Investment Analyst- Private Debt.Fuse Capital, a Debt advisory firm based in London, United Kingdom.The position is a full-time remote position. Investment Analyst- Private Debt.This is a client foc...Show moreLast updated: 30+ days ago
Investment Strategist

Investment Strategist

AssetPlusIndia
About the role : We are seeking a highly passionate and skilled investment strategist to join our team.This role is suitable for candidates with 3+ years of experience in research, product, or busine...Show moreLast updated: 30+ days ago
Investment Analyst

Investment Analyst

Endiya PartnersHyderabad, Telangana, India
Full-time
Due Diligence & Deal Implementation : The candidate will contribute to due diligence and manage transaction execution / documentation. Responsibilities include conducting market research, financial ana...Show moreLast updated: 19 days ago
  • Promoted
Investment Specialist

Investment Specialist

Kotak Mahindra BankJaipur, Rajasthan, India
Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers. Sources new bank customers through external individual efforts an...Show moreLast updated: 4 days ago
  • Promoted
Investment Analyst

Investment Analyst

HaachiMumbai, Maharashtra, India
Our client is a dynamic and growing investment partnership founded in 2017, focused on capturing long-term investment opportunities within Asia’s burgeoning capital markets.Led by an experienced in...Show moreLast updated: 4 days ago
Legal, Investment Bank Legal, Vice President, Tokyo

Legal, Investment Bank Legal, Vice President, Tokyo

Goldman Sachs Services Pvt LtdINDIA
Legal, Investment Bank Legal, Vice President, Tokyo.We are looking for an international or Japan qualified attorney with Japan capital markets and corporate law experience to provide legal support ...Show moreLast updated: 30+ days ago
  • Promoted
Investment Manager

Investment Manager

Marquee EquityThiruvananthapuram, IN
Handle the inbound interest received by Marquee.Get the inbound leads to set up an online demo with us.Conduct a small research on the prospect’s company and background prior to the demo to conduct...Show moreLast updated: 6 days ago
Investment Banker

Investment Banker

GreenTree Advisory Services Pvt LtdDelhi, India, India
Seeking an experienced Investment Banker to drive investment portfolio optimization, manage investor relations, and facilitate mergers & acquisitions. The role involves evaluating business verticals...Show moreLast updated: 12 days ago
TPRM - Investment Bank

TPRM - Investment Bank

Skill VentoryMumbai, IN
There is a position in the Credit Risk IT team, which focuses on implementing the Regulatory.Requirements related to Credit Risk at a Nomura level. There are many Credit Risk related projects for mo...Show moreLast updated: 30+ days ago
VP - Leading Domestic Investment Bank

VP - Leading Domestic Investment Bank

Michael PageMumbai
Permanent
Opportunity to work with a Bank consistently ranked in the Top M&A League Table.Opportunity to work with port cos of Global PE and VC funds. The i-bank has consistently ranked among India's top advi...Show moreLast updated: 30+ days ago
Institutional Investment

Institutional Investment

Vivriti Asset ManagementIndia
About Vivriti GroupVivriti Group is a trailblazer in the mid-market lending space, offering customized debt solutions to mid-sized enterprises. The group operates through two core businesses : Vivriti...Show moreLast updated: 21 days ago
Investment Professional

Investment Professional

Anand Rathi Share and Stock Brokers LtdIndia
Investment Professional (Advisory) • Portfolio Monitoring and Reviews;arranging the required data inputs for senior IPs • Preparing high quality, customized Investment Insights, Document, Review for ...Show moreLast updated: 19 days ago
  • Promoted
JP Morgan Chase - Asset Specialist - Corporate & Investment Bank Team

JP Morgan Chase - Asset Specialist - Corporate & Investment Bank Team

JP Morgan ChaseMumbai, India
Join the ranks of excellence at The Corporate & Investment Bank, a global powerhouse in investment banking, wholesale payments, markets, and securities services. Trusted by the world's most...Show moreLast updated: 30+ days ago
Investment Specialist

Investment Specialist

TalentiserIndia
The said opening is for a leading Investment Banking firm based out of Delhi.Work locations - Mumbai, Noida, Chennai, Hyderabad and Pune. Mandatory Education Qualification - CA / CFA / MBA.Mandatory E...Show moreLast updated: 7 days ago
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Investment Specialist - Bank

Investment Specialist - Bank

SkillventoryBangalore, India
5 days ago
Salary
₹2,600,000.00 yearly
Job description

About the Role :

Skillventory Hiring for A leading private sector bank is seeking a dynamic "Investment Specialist" to support its Wealth Management and Priority Banking teams in Bangalore. This is an individual contributor role, responsible for equipping Relationship Managers (RMs) with investment advisory expertise and directly engaging with high-net-worth clients to deliver tailored investment solutions.

Role : Investment Specialist (Investment Advisor)

Industry Type : Banking

Department : BFSI, Investments & Trading

Employment Type : Full Time, Permanent

Role Category : Trading, Asset & Wealth Any Graduate

PG : MBA / PGDM in Any Specialization

Key Responsibilities :

  • Guide and mentor RMs on investment advisory, asset allocation, and portfolio construction.
  • Participate in joint meetings with clients to understand financial goals and offer customized investment strategies.
  • Recommend a range of investment products including mutual funds, PMS, bonds, AIFs, and structured products.
  • Monitor client portfolios and recommend rebalancing strategies based on market dynamics and client objectives.
  • Keep RMs informed about market trends, new products, regulatory updates, and portfolio strategies.
  • Ensure strict adherence to internal policies and regulatory guidelines (SEBI, RBI, etc.).
  • Drive investment revenue growth through enhanced client engagement and asset penetration.

Key Skills and Competencies :

  • In-depth knowledge of investment products, capital markets, portfolio management, and asset classes.
  • Ability to coach and influence RMs toward a client-centric investment approach.
  • Strong communication, presentation, and relationship-building skills.
  • Analytical mindset for portfolio reviews and investment planning.
  • High client orientation and understanding of wealth management in Finance, Economics, Business Administration, or related fields.
  • Preferred Certifications :

  • NISM Series V-A (Mutual Fund Certification)
  • CFA, CFP, or similar investment-related 5 to 10 years of experience in investment advisory, wealth management, or related financial services.
  • Demonstrated success in client engagement, investment consulting, and supporting front-line Up to 26 LPA (based on current compensation and experience)
  • Attractive incentive structure linked to investment revenue

    Additional perks : Home loan benefits, travel allowance, etc.

    Age Limit :

    WhatsApp your CV : +91 7489933146

    ref : iimjobs.com)