519 Investment Services jobs in India
Manager – Wealth & Investment Services
Posted 4 days ago
Job Viewed
Job Description
About AssetPlus
AssetPlus is a fast-growing fintech company providing innovative investment solutions. We are seeking a Manager – Wealth & Investment Services to lead and manage a team of financial experts and financial analysts, ensuring exceptional client service and business growth.
Key Responsibilities:
Team Leadership & Development
- Lead, guide, and support a team of specialists in achieving performance benchmarks related to user portfolio management and engagement.
- Conduct regular coaching sessions and performance reviews to enhance team effectiveness.
- Design and implement training modules to upskill team members on market knowledge, coaching conversations, and investment tools.
Engagement & Relationship Building
- Build meaningful relationships with users and prospects, ensuring consistent and informed engagement across touchpoints.
- Oversee portfolio discussions and reviews to ensure optimal asset allocation and alignment with users’ financial goals.
- Support Specialist in addressing complex user queries and guiding them through the investment journey.
Strategic Growth Initiatives
- Develop strategies to deepen knowledge across investment and protection categories (mutual funds, FDs, bonds, health and life insurance).
- Encourage Specialists to identify,upsell opportunities and enhance overall portfolio value with AssetPlus.
- Identify trends in investor behavior to guide planning and framework development.
Product & Market Expertise
- Stay updated with macro trends, product developments, and regulatory changes.
- Ensure the team is equipped with actionable knowledge of all investment offerings available on the platform.
Operational Excellence
- Define and refine workflows to improve the quality and efficiency of conversations and review cadences.
- Track key performance indicators and optimize activities using structured data analysis.
- Regularly present insights and reports on engagement patterns, team performance, and user outcomes.
Role Requirements:
- 5+ years of experience in financial coaching, portfolio management, or investment services.
- Proven experience leading high-performance teams in a goal-oriented environment.
- Strong understanding of investment instruments, personal finance, and user behavior.
- Ability to inspire, influence, and drive consistent quality across team interactions.
- Strong communication, analytical, and relationship management skills.
Manager – Wealth & Investment Services
Posted today
Job Viewed
Job Description
About AssetPlus
AssetPlus is a fast-growing fintech company providing innovative investment solutions. We are seeking a Manager – Wealth & Investment Services to lead and manage a team of financial experts and financial analysts, ensuring exceptional client service and business growth.
Key Responsibilities:
Team Leadership & Development
- Lead, guide, and support a team of specialists in achieving performance benchmarks related to user portfolio management and engagement.
- Conduct regular coaching sessions and performance reviews to enhance team effectiveness.
- Design and implement training modules to upskill team members on market knowledge, coaching conversations, and investment tools.
Engagement & Relationship Building
- Build meaningful relationships with users and prospects, ensuring consistent and informed engagement across touchpoints.
- Oversee portfolio discussions and reviews to ensure optimal asset allocation and alignment with users’ financial goals.
- Support Specialist in addressing complex user queries and guiding them through the investment journey.
Strategic Growth Initiatives
- Develop strategies to deepen knowledge across investment and protection categories (mutual funds, FDs, bonds, health and life insurance).
- Encourage Specialists to identify,upsell opportunities and enhance overall portfolio value with AssetPlus.
- Identify trends in investor behavior to guide planning and framework development.
Product & Market Expertise
- Stay updated with macro trends, product developments, and regulatory changes.
- Ensure the team is equipped with actionable knowledge of all investment offerings available on the platform.
Operational Excellence
- Define and refine workflows to improve the quality and efficiency of conversations and review cadences.
- Track key performance indicators and optimize activities using structured data analysis.
- Regularly present insights and reports on engagement patterns, team performance, and user outcomes.
Role Requirements:
- 5+ years of experience in financial coaching, portfolio management, or investment services.
- Proven experience leading high-performance teams in a goal-oriented environment.
- Strong understanding of investment instruments, personal finance, and user behavior.
- Ability to inspire, influence, and drive consistent quality across team interactions.
- Strong communication, analytical, and relationship management skills.
Manager – wealth & investment services
Posted today
Job Viewed
Job Description
About Asset PlusAsset Plus is a fast-growing fintech company providing innovative investment solutions. We are seeking a Manager – Wealth & Investment Services to lead and manage a team of financial experts and financial analysts, ensuring exceptional client service and business growth.Key Responsibilities:Team Leadership & DevelopmentLead, guide, and support a team of specialists in achieving performance benchmarks related to user portfolio management and engagement.Conduct regular coaching sessions and performance reviews to enhance team effectiveness.Design and implement training modules to upskill team members on market knowledge, coaching conversations, and investment tools.Engagement & Relationship BuildingBuild meaningful relationships with users and prospects, ensuring consistent and informed engagement across touchpoints.Oversee portfolio discussions and reviews to ensure optimal asset allocation and alignment with users’ financial goals.Support Specialist in addressing complex user queries and guiding them through the investment journey.Strategic Growth InitiativesDevelop strategies to deepen knowledge across investment and protection categories (mutual funds, FDs, bonds, health and life insurance).Encourage Specialists to identify,upsell opportunities and enhance overall portfolio value with Asset Plus.Identify trends in investor behavior to guide planning and framework development.Product & Market ExpertiseStay updated with macro trends, product developments, and regulatory changes.Ensure the team is equipped with actionable knowledge of all investment offerings available on the platform.Operational ExcellenceDefine and refine workflows to improve the quality and efficiency of conversations and review cadences.Track key performance indicators and optimize activities using structured data analysis.Regularly present insights and reports on engagement patterns, team performance, and user outcomes.Role Requirements:5+ years of experience in financial coaching, portfolio management, or investment services.Proven experience leading high-performance teams in a goal-oriented environment.Strong understanding of investment instruments, personal finance, and user behavior.Ability to inspire, influence, and drive consistent quality across team interactions.Strong communication, analytical, and relationship management skills.
Manager – Wealth & Investment Services
Posted 4 days ago
Job Viewed
Job Description
AssetPlus is a fast-growing fintech company providing innovative investment solutions. We are seeking a Manager – Wealth & Investment Services to lead and manage a team of financial experts and financial analysts, ensuring exceptional client service and business growth.
Key Responsibilities:
Team Leadership & Development
Lead, guide, and support a team of specialists in achieving performance benchmarks related to user portfolio management and engagement.
Conduct regular coaching sessions and performance reviews to enhance team effectiveness.
Design and implement training modules to upskill team members on market knowledge, coaching conversations, and investment tools.
Engagement & Relationship Building
Build meaningful relationships with users and prospects, ensuring consistent and informed engagement across touchpoints.
Oversee portfolio discussions and reviews to ensure optimal asset allocation and alignment with users’ financial goals.
Support Specialist in addressing complex user queries and guiding them through the investment journey.
Strategic Growth Initiatives
Develop strategies to deepen knowledge across investment and protection categories (mutual funds, FDs, bonds, health and life insurance).
Encourage Specialists to identify,upsell opportunities and enhance overall portfolio value with AssetPlus.
Identify trends in investor behavior to guide planning and framework development.
Product & Market Expertise
Stay updated with macro trends, product developments, and regulatory changes.
Ensure the team is equipped with actionable knowledge of all investment offerings available on the platform.
Operational Excellence
Define and refine workflows to improve the quality and efficiency of conversations and review cadences.
Track key performance indicators and optimize activities using structured data analysis.
Regularly present insights and reports on engagement patterns, team performance, and user outcomes.
Role Requirements:
5+ years of experience in financial coaching, portfolio management, or investment services.
Proven experience leading high-performance teams in a goal-oriented environment.
Strong understanding of investment instruments, personal finance, and user behavior.
Ability to inspire, influence, and drive consistent quality across team interactions.
Strong communication, analytical, and relationship management skills.
Manager – Wealth & Investment Services
Posted today
Job Viewed
Job Description
About AssetPlus
AssetPlus is a fast-growing fintech company providing innovative investment solutions. We are seeking a Manager – Wealth & Investment Services to lead and manage a team of financial experts and financial analysts, ensuring exceptional client service and business growth.
Key Responsibilities:
Team Leadership & Development
- Lead, guide, and support a team of specialists in achieving performance benchmarks related to user portfolio management and engagement.
- Conduct regular coaching sessions and performance reviews to enhance team effectiveness.
- Design and implement training modules to upskill team members on market knowledge, coaching conversations, and investment tools.
Engagement & Relationship Building
- Build meaningful relationships with users and prospects, ensuring consistent and informed engagement across touchpoints.
- Oversee portfolio discussions and reviews to ensure optimal asset allocation and alignment with users’ financial goals.
- Support Specialist in addressing complex user queries and guiding them through the investment journey.
Strategic Growth Initiatives
- Develop strategies to deepen knowledge across investment and protection categories (mutual funds, FDs, bonds, health and life insurance).
- Encourage Specialists to identify,upsell opportunities and enhance overall portfolio value with AssetPlus.
- Identify trends in investor behavior to guide planning and framework development.
Product & Market Expertise
- Stay updated with macro trends, product developments, and regulatory changes.
- Ensure the team is equipped with actionable knowledge of all investment offerings available on the platform.
Operational Excellence
- Define and refine workflows to improve the quality and efficiency of conversations and review cadences.
- Track key performance indicators and optimize activities using structured data analysis.
- Regularly present insights and reports on engagement patterns, team performance, and user outcomes.
Role Requirements:
- 5+ years of experience in financial coaching, portfolio management, or investment services.
- Proven experience leading high-performance teams in a goal-oriented environment.
- Strong understanding of investment instruments, personal finance, and user behavior.
- Ability to inspire, influence, and drive consistent quality across team interactions.
- Strong communication, analytical, and relationship management skills.
Manager – Wealth & Investment Services
Posted 2 days ago
Job Viewed
Job Description
About AssetPlus
AssetPlus is a fast-growing fintech company providing innovative investment solutions. We are seeking a Manager – Wealth & Investment Services to lead and manage a team of financial experts and financial analysts, ensuring exceptional client service and business growth.
Key Responsibilities:
Team Leadership & Development
- Lead, guide, and support a team of specialists in achieving performance benchmarks related to user portfolio management and engagement.
- Conduct regular coaching sessions and performance reviews to enhance team effectiveness.
- Design and implement training modules to upskill team members on market knowledge, coaching conversations, and investment tools.
Engagement & Relationship Building
- Build meaningful relationships with users and prospects, ensuring consistent and informed engagement across touchpoints.
- Oversee portfolio discussions and reviews to ensure optimal asset allocation and alignment with users’ financial goals.
- Support Specialist in addressing complex user queries and guiding them through the investment journey.
Strategic Growth Initiatives
- Develop strategies to deepen knowledge across investment and protection categories (mutual funds, FDs, bonds, health and life insurance).
- Encourage Specialists to identify,upsell opportunities and enhance overall portfolio value with AssetPlus.
- Identify trends in investor behavior to guide planning and framework development.
Product & Market Expertise
- Stay updated with macro trends, product developments, and regulatory changes.
- Ensure the team is equipped with actionable knowledge of all investment offerings available on the platform.
Operational Excellence
- Define and refine workflows to improve the quality and efficiency of conversations and review cadences.
- Track key performance indicators and optimize activities using structured data analysis.
- Regularly present insights and reports on engagement patterns, team performance, and user outcomes.
Role Requirements:
- 5+ years of experience in financial coaching, portfolio management, or investment services.
- Proven experience leading high-performance teams in a goal-oriented environment.
- Strong understanding of investment instruments, personal finance, and user behavior.
- Ability to inspire, influence, and drive consistent quality across team interactions.
- Strong communication, analytical, and relationship management skills.
Institutional Investment Services - Associate 2
Posted today
Job Viewed
Job Description
Perform assigned daily operations and processes including, but not limited to:
- Perform customized client activities and ad-hoc client requests as appropriate and in conjunction with BU Client Service.
- Account Administration including account openings, billing set up, tax reclaims/tax documentation, market openings/exits/updates, security registration/system access/ID administration and FAR set up
- Calculates NAV and performs end of night tie out by reconciling final net assets and related data between NAV alert, MCH and Navigator.
- Disseminates NAV’s in an accurate and timely manner
- May monitor and review daily work of Client Operations Specialist 1 or 2 to ensure accurate and timely calculation of Net Asset Value, if required. May perform the duties of Sr. Client Operations Specialist, as needed.
- Monitors day-to-day service delivery of Shared Service teams and CoEs for assigned accounts.
- Production of client-customized reporting; collection of data and production of customer report cards
- Assist with data collection for risk/compliance reporting
- Respond in a timely manner to inquiries from operational CoEs, BU Shared Services and BU Client Service.
- May monitor and review daily work of Client Support Specialist 2 to ensure accurate and timely execution. May performs the duties of Senior Client Support Specialist, as needed.
- Provides on the job training to new staff and assists new staff with attainment of understanding job responsibilities.
- Elevates unresolved issues/problems to Senior Client Support Specialist.
- Maintains appropriate documents required for fund audits.
- Provides on the job training to new staff and assists new staff with attainment of understanding job responsibilities.
- During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.
- Other duties as assigned.
Qualifications:
- Bachelor’s degree with business related coursework or degree in Accounting or Finance, preferred.
- Minimum 1 year of related custody and/ or fund accounting experience.
- Accuracy and detail-orientated
- Aptitude for math
- Interpersonal and oral communication skills
- Multitasking capability
- Ability to work under pressure/deadlines driven environment
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Operations Executive – Mutual Funds & Investment Services
Posted today
Job Viewed
Job Description
Experience: 1–3 YearsIndustry: Mutual Funds, Insurance, PMS, AIFEmployment Type: Full-TimeAbout the Role:
We are looking for a highly organized and detail-oriented Operations Executive with prior experience in handling back-office processes in mutual fund, shares, and insurance-related transactions. The ideal candidate should have hands-on experience in managing mutual fund operations, creating investor profiles on NSE/BSE platforms, and coordinating with third parties to ensure a seamless experience for clients.
Key Responsibilities:- Execute and manage mutual fund transactions – purchase, redemption, SIP registrations, and switches.
- Handle investor onboarding on NSE NMF and BSE STAR MF platforms.
- Resolve issues related to KYC , transaction rejections , SIP mandates , and non-individual investor documentation .
- Manage operational requirements for NRI clients , corporates , trusts , and HUFs, including necessary FATCA/UBO forms.
- Coordinate KYC and transaction compliance for PMS and AIF investments.
- Maintain and update client records, investment data, and reports.
- Proactively liaise with AMCs, RTAs, and third-party platforms to resolve issues and ensure zero rejection in processing.
- Provide smooth and professional communication with clients regarding operational processes and updates.
- Work closely with the sales and advisory teams to support client servicing and documentation needs.
- 1–5 years of experience in mutual fund operations; previous experience with a mutual fund distributor is strongly preferred.
- Sound knowledge of NSE NMF , BSE STAR MF , CAMS/Karvy , and related portals.
- Strong understanding of KYC norms , SIP registration, non-individual & NRI onboarding , and investment operations.
- Excellent communication and coordination skills – verbal and written.
- Strong attention to detail and ability to handle time-sensitive operations with accuracy.
- Ability to collaborate with internal teams and third-party service providers.
- Proficiency in MS Excel and basic reporting.
- NISM-Series V-A (Mutual Fund Distributor) Certification (preferred but not mandatory).
- Bachelor&aposs degree in Commerce, Finance, or related field.
- Opportunity to work with a fast-growing financial services firm.
- Exposure to multiple investment products, including Mutual Funds, Insurance, PMS & AIF.
- Professional growth with hands-on experience in client servicing and investment operations.
To Apply:
Send your updated CV to (HIDDEN TEXT) with the subject: Application – Operations Executive
Skills Required
Ms Excel, investment operations
Assistant Finance Manager - Institutional Brokerage & Investment Services
Posted today
Job Viewed
Job Description
Key Area of Responsibilities
Cash Management:
- Cash flow preparation and Brokerage posting and settlement
- Ensure movement of funds from client Bank account
- Monitor and Optimize daily client cash flow and liquidity levels
Collateral Management:
- Collateral placing/release/transfer/reconciliation with exchange (pay in/pay out)
Posting of entries:
- Manual JV entries for trade related posting
Reconciliations:
- Daily & Month end reconciliations – Client receivable/payable reco, STT reco, Stamp duty reco vs Market etc.
- STT and Stamp duty reconciliation and payment.
- Clearing House Commission reconciliation.
- Daily reconciliations of Client and Exchange Bank Accounts/Monthly Reconciliation of Bank Accounts
Banking relationship:
- Managing cordial relationship with all banks
Local regulatory reporting:
- Ensure timely and accurate submission of regulatory reports to regulators including Stock Exchanges on daily basis.
Trade booking & Risk Management tasks:
- To perform task related to Capital market trade enrichments, booking, F&O trade processing, clearing and settlement of BSE & NSE exchange
- Reconciliation of trades o Client and custodian liaising for ensuring trade settlement on time
- Monitoring risk checks, include dealer and client exposure limits and F&O position limits etc.
- Static data maintenance and reconciliations
Audit Support:
- Provide required details to statutory auditors / internal auditors etc.
Systems and Process Improvement:
- Identify opportunities to enhance financial systems, processes, and reporting tools. Lead or participate in system implementations and process improvements
Candidate Profile:
- 5+ years of post-qualification working experience in operations area within multinational corporations, CA or MBA in Finance preferred.
- Working knowledge on Capital market & Broking Operations and related compliances is preferred.
- Mature, independent, self-motivated, able to work under pressure.
- Sound analytical and problem-solving skills.
- Good communication skills (fluency in written and spoken English).
- Excellent skills in Microsoft excel and power point (preferred).
- Positive attitude and a good team player.
- The candidate should have bachelor's degree in finance, Accounting or related filed.
Sr. Associate / Vice President - Research and Investment Services
Posted 3 days ago
Job Viewed
Job Description
About the Department:
Research and Investment Services (RIS) is one of the vital service lines offered by TresVista to its clients, providing Modeling and Financial Analysis, Research, Due Diligence, Valuation and Portfolio Management, Deal Sourcing, and Marketing and Communications. The delivery team comprises highly skilled professionals intended to be an extension of the client's team and further supported by additional value-added functions. They serve various clients across Public and Private Equity, Investment Banks, Corporates, Wealth Management Firms, Portfolio companies, etc.
Responsibilities Assumed:
Technical Understanding:
- Strong understanding of financial concepts including accounting (GAAP/IFRS is preferred, but not required) and valuation and research skills
- End to end understanding of both the buy side and sell side processes
- Ability to understand and analyze various industries and businesses from an investment perspective
- Ability to analyze instruments like public equity, public debt, distressed/ HY instruments, private credit, etc.
Client & Project Management:
- Manage client expectations and ensure delivery of high quality and timely delivery on all client deliverables
- Guide Associates and Analysts on various parts of the project and ensure efficient delivery
- Continuously engage with clients to understand their requirements, translate them to team and ensure action
- Work with relationship managers to retain and expand existing client relationships
Team Management and Leadership:
- Effectively manage and lead a team to engage and retain them
- Work closely with Associates and guide them on day-to-day project management and delivery
- Mentor, train, and develop the Associates and Analysts
- Participate in recruitment and training activities for Analysts and Associates
- Work with other departments to ensure adherence to processes
Soft skills:
- Excellent interpersonal skills and communication skills (written and oral)
- Ability to visualize end output and translate to the team
- Ability to work with senior professionals
- Entrepreneurial attitude
Prerequisites:
- Firm grasp of various aspects of finance and an analytical ability
- Prior team and project management experience is preferred
- Prior experience across buy/sell side
- Prior client facing experience is preferred
- Experience of working with various asset classes
- Strong eye for detail and ability to multi-task
- Ability to work demanding hours and meet client-driven deadlines (demanding hours requiring time management skills)
Experience
- An MBA in Finance with a minimum of 5 years of work experience, or
- 6 to 10 years of relevant work experience with a bachelor’s degree in any field
Job Location:
Pune/Gurugram/Bengaluru
Education
Any Graduate/MBA preferred
Compensation
The compensation will be as per industry standards