636 Investment jobs in Mumbai

JOB DESCRIPTION

Position Title

Investment Manager

About Nuvama

Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The business serves close to a million customers comprising a diversified set of affluent customers (850K+), UHNIs and family offices (2800+), institutional clients (700+) and corporates (500+). With a scaled and integrated platform encompassing wealth solutions, asset management, institutional securities and capital market advisory, and a deep belief in the “client-first” philosophy, NWM believes in delivering best-in-class outcomes for our clients at every step of their journey. Our edge comes from our deep experience and expertise, leading research, product innovation, all supported by a robust governance framework. NWM is present across 450+ locations in India and overseas and boasts of a 23,000+ partner network for maximum service coverage.

Functional Responsibilities / KPIs

As an insurance Manager, you will be responsible for managing and selling insurance products to clients through our channels. You will provide expertise in insurance solutions, assist clients in choosing appropriate insurance policies, and ensure compliance with regulatory standards.

The IC channel is an insurance specialist team within Nuvama Wealth responsible for working closely to drive the insurance business, products and strategies.

The investment Manager will work closely with existing RMs across Nuvama Wealth and will be responsible for managing and selling insurance products to Nuvama Wealth clients through various businesses and channels. You will provide expertise in insurance solutions, assist clients in choosing appropriate insurance policies, and ensure compliance with regulatory standards.

Sales and Business Development:

• Work closely with Nuvama Wealth RMs on driving the insurance products.
• Promote and sell insurance products to existing and potential customers through relationship managers mapped to you.
• Achieve sales targets and contribute to the LOB overall targets with self and team.
• Develop new business opportunities through networking and referrals.

Client Consultation:

• Assess clients' insurance needs and provide suitable recommendations.
• Explain insurance policies and coverage options to clients clearly and effectively.
• Assist clients with the application process and ensure proper documentation.

Customer Service:

• Provide exceptional customer service and support to clients regarding their insurance policies.
• Address client inquiries and resolve any issues or concerns related to insurance products.
• Conduct regular follow-ups with clients to ensure satisfaction and retention.

Compliance and Documentation:

• Ensure all insurance transactions comply with company regulations and policies.
• Maintain accurate records of sales and client interactions in the company system.
• Stay updated with changes in insurance laws and regulations.

Training and Development:

• Participate in ongoing training programs to stay current with industry trends and product knowledge.
• Share best practices and knowledge with team members to improve overall performance.

Job Requirements

Qualifications

1. Bachelor’s degree in finance, Business Administration, or a related field.

2.Proven experience in sales, preferably in the banking or insurance industry.

3.Strong knowledge of insurance products and services.

4.Excellent communication and interpersonal skills.

5.Ability to work independently and as part of a team.

Experience

1. Minimum 5 years ’experience in life insurance sector
2. Fresher to be considered only from Insurance institutes

Functional Competencies

1. Full-time position, typically within standard office hours.

1. May require occasional travel outside the present location to meet clients or attend training session.

1. Office-based with some flexibility to work outside the main office, depending on company policies

We’re hiring an Investment Associate for our Global Investment Fund

(HQ in Singapore; Role in Mumbai; Location within India can be flexible)

We are a long only investment firm looking to hire folks who can become exceptional global public market investors.

If you love turning messy information into crisp decisions, can run faster than speed at which AI is changing world, have the courage to make concentrated bets and want significant exposure from day one, this seat is for you.

You’ll thrive here if many of these appeal to you:

• High agency and bias to action is just how you operate
• You’re always thinking about new investment ideas. Lateral thinking and connecting dots across industries feels natural to you
• Wrestling with complexity excites you - but you always push for clarity. You are bold yet have the courage to change your mind
• You love studying founders and businesses
• Future-driven thinker who relishes visualizing how business visionaries create new markets
• You value evidence over eloquence and you know the difference between being approximately right vs. precisely wrong
• Nothing fires your dopamine receptors like pressure-testing unconventional ideas in open debate - be it on AI, semis, software, fintech, or healthcare
• You think clearly, write crisply, and move fast without missing a beat
• Small-team ownership, global mandate, and working on cutting-edge companies is what you want
• You are tired of just making slides and not having a say in actual investment decisions 
• And Steve Jobs’ “Don’t be a career” , hits home for you.

And every now and then, you feel, damn, how could I have invested in NVIDIA in 2015

Baseline Profile

• 2–4 years in buyside (public markets / hedge / VC / growth / crossover) or top‑tier IB (M&A/ECM/FSG; TMT/FIG/HC) or consulting firms (MBB and likes)
• Top‑quartile academics from leading programs; bonus for operating stints in SaaS/semis/consumer tech/healthcare/deep tech
• Comfortable with global hours and lean teams
• Open to profiles which do not fit the above mold but are exceptional in their own way

How to apply:

Email with your CV + a one‑pager on a tech name you’d long or short and why

(Subject: Investment Associate)

Company Description

Prath Ventures is an early-stage venture firm specializing in Consumer Businesses and their Enablers.

We usually make our first investments ranging from INR 10-150 million and lead rounds from Seed to Series A. We are investing out of our Fund I and have made 9 investments so far.

With over 40 years of cumulative experience across the team in managing third-party capital, we have partnered with 50+ businesses from seed to growth stages across various categories. Our focus is on building the next generation of consumer brands, products, services, retailers, and enabling technologies.

Role Description

This is a full-time on-site role based in Mumbai for an Investment Analyst.

The Investment Analyst will be responsible for conducting financial analysis and modeling, evaluating investment opportunities, and supporting portfolio management. Day-to-day tasks include researching potential investments, preparing detailed financial reports, and assisting in the management of current investments. The role requires close collaboration with senior team members to make informed investment decisions.

Why join: small, high-ownership team; direct partner time; front-row seat on consumer business building ; fast learning curve across sourcing → IC → portfolio

Qualifications

• High Curiosity with a demonstrated interest in Investing/Venture Capital/Consumer
• Strong Analytical Skills and Financial Modeling expertise
• Solid understanding of Finance principles
• Excellent written and verbal communication skills
• Prior experience in venture capital or investment banking is a plus
• Bachelor's degree in Finance, Economics, Business, or related fields

How to Apply:

Email with subject “Investment Analyst — ” and attach:

Your CV and a short cover letter (<1 page) describing why you are a fit for the role.

Associate at Y-Point VC Fund, Mumbai. Source & evaluate DeepTech startups, conduct due diligence, support portfolio & fund ops. Requires 2–5 yrs exp in tech, finance, or startups, strong analytical & communication skills.

Role Context:

Epsilon Money Mart, a part of the Epsilon Money group, will engage in developing its investment engine and providing comprehensive financial planning to prospective clients. If you're a detail-oriented analytical professional who is passionate about research & interpreting data, you have found the right team.

• Have an aptitude for data crunching and analysis along with knowing the basics of investible asset classes to be able to draw comparative analysis to develop investment models. The role focusses on researching, analyzing, and modelling financial data to support investment decisions.
• Analyze and prepare client portfolios and assist them in the portfolio construction / review process by working with product team to achieve their financial objectives as per client suitability and risk profile.
• Study market trends & product(s) performance, collate research reports, update, and train the Sales team on day-to-day investment related information, investment ideas, new product updates etc.
• Provide updates and recommendations to RMs and clients on portfolios. Thus, managing all relationships with internal and external stakeholders.
• Managing deliverables while servicing all ad-hoc queries and requests.
• Ensure adherence to Client & Products Suitability policy, regulatory standards, and requirements as well as all operating processes relating to the front office.

Qualification

• The successful candidate should be open to challenges, looking for immense growth professionally and intellectually. Passion towards wealth management is the most important.
• Minimum post-graduate in Finance or CFA/CFP with 1-3 years of relevant industry experience.
• Proficiency in ACE Equity/MF, MS-Office, etc. with strong analytical skills and financial modelling ability.
• Candidates who have cleared SEBI/NISM Investment Advisor Exams/hold a license will be preferred.
• Knowledge of relevant regulations pertaining to investment business.

Skills, Abilities and Personality Traits

• Proven leadership abilities, high degree of integrity with strong work ethic; thus, working in a self-managed, entrepreneurial environment.
• Strong organizational and time management skills to effectively manage multiple investment mandates.
• Excellent interpersonal and communication skills while managing clients.
• Demonstrate ability to work with a structured approach towards defined investment process.
• Ability to develop and maintain professional relationships.

Compensation Range

• Fixed: Depending on skills and experience
• Variable: Annual Performance Based Bonus
• Group Health Insurance Benefits

Responsibilities:

* Provide investment advice to clients

* Manage client portfolios

* Conduct investment analysis

* Implement portfolio strategies

* Ensure compliance with regulatory standards

Sales incentives

Company Description

Alpha Alternatives is a multi-asset class asset management firm dedicated to creating sophisticated investment solutions for both proprietary and client capital. We offer investors access to unique investment opportunities often limited to proprietary investment desks. Our commitment to product innovation, alpha creation, and risk management is evident in our approach. We pride ourselves on forming strong partner relationships and delivering consistent alpha generation.

Role Description

This is a full-time, on-site role for an Investment Analyst located in Mumbai. The Investment Analyst will be responsible for researching investment opportunities, conducting financial modeling, analyzing data, and managing investment portfolios. The role requires close collaboration with the investment team to develop and implement strategies aimed at achieving superior returns.

Qualifications

• Proficiency in Investments and Portfolio Management
• Strong Analytical Skills and Financial Modeling capabilities
• Solid understanding of Finance principles and practices
• Excellent problem-solving and critical-thinking abilities
• Ability to work collaboratively in a team setting
• Bachelor's degree in Finance, Economics, or a related field
• Experience in the financial services industry is a plus

Client acquisition & relationship management

Promoting real estate investment products

Meetings, cold calling & sales presentations

Negotiation & deal finalization

Revenue target achievement

Required Candidate profile

Strong communication & presentation skills

Sales/Investment/Finance interest

Self-motivated & result-oriented

Proficiency in MS Office / CRM tools

Perks and benefits

Attractive incentives + career growth

Company - SIDBI Venture Capital Limited (SVCL)

Job Opening - CSA - customer support Associate (Investment Team)

Job Description:

• Assisting the investment team in managing operations of a VC Fund.
• Any other work as may be given by Investment Team from time-to-time.

Qualifications & Ideal Profile:

• Education: Inter CA / M.Com /BBA / MBA (Finance) with 1-2 years of experience in accounting, finance, consulting.
• Skills: Knowledge of MS Word, MS Excel, PowerPoint, accounting basics, good English written and communication skills.

Location: BKC, Mumbai

Salary: Negotiable

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