Location
Barddhaman | India
Job description
INVESTMENT BANKING
Investment banking is a type of banking that organizes large, complex financial transactions such as
mergers or initial public offering (IPO) underwriting. These banks may raise money for companies in a
variety of ways, including underwriting the issuance of new securities for a corporation, municipality, or
other institution. They may manage a corporation's IPO. Investment banks also provide advice in mergers,
acquisitions, and reorganizations.
KEY TAKEAWAYS
ï'· Investment banking deals primarily with raising money for companies, governments, and other
entities.
ï'· Investment banking activities include underwriting new debt and equity securities for all types of
corporations.
ï'· Investment banks will also facilitate mergers and acquisitions, reorganizations, and broker trades
for institutions and private investors.
ï'· Investment bankers work with corporations, governments, and other groups. They plan and
manage the financial aspects of large projects.
1. Teller
Primary duties: Tellers are responsible for answering phone calls, accepting deposits, and helping clients
use their bank's ATM or other services. They also help customers open new accounts or change existing
ones. They may provide basic advice on the best types of accounts, the balance of existing customer
accounts and other pertinent customer information. Tellers are the main professionals that customers
interact with when entering a bank, so they often possess customer service skills.
2. Client associate
Primary duties: Client associates are responsible for answering customer questions and requests for
services and performing other clerical tasks in banks and investment offices. They are responsible for
tracking money movements and transactions, preparing forms, and performing other administrative tasks.
They may also help with daily operations, such as filing documents, managing schedules and greeting
customers.
3. Banker
Primary duties: Bankers are responsible for handling a firm's private and business clients. They oversee
the management of investment portfolios, including operating assets and making changes to them as
needed. They are responsible for offering advice to clients, meeting with them to discuss their needs and
managing accounts. Bankers help design financial portfolios based on the customer's needs and risk
tolerance. They may also approve loans and other large transactions.
4. Branch manager
Primary duties: Branch managers are responsible for managing the day-to-day operations of a bank or
another type of financial institution. In large banks, they may be responsible for the setting up, training
and supervision of all employees that work in their branch. In smaller banks, they may manage more
employees and be more involved in the financial services industry as a whole. They are responsible for
making sure all customers receive high-quality customer service and assistance.
5. Financial associate
Primary duties: Financial associates are responsible for helping potential new clients decide on the best
financial products for themselves. They offer advice on investment portfolios, retirement plans and other
financial products. They help clients open accounts, transfer money and create financial plans. They often
possess a strong knowledge of all areas of banking, including deposits and loan services.
6. Financial analyst
Primary duties: Financial analysts are responsible for evaluating and analyzing the financial
performance of a company, industry or sector. They evaluate market trends and make recommendations
based on those findings. They help firms prepare and guide them through mergers and acquisitions, help
develop public filings and are responsible for forecasting market growth and stock price fluctuations.
Financial analysts may also be responsible for helping a firm create a financial statement budget or take
other steps to maintain its financial health.
7. Portfolio analyst
Primary duties : Portfolio analysts are responsible for evaluating and analyzing a company's portfolio of
stocks. They focus on the analysis of potential stock purchases or sales, including long, short and day
trading. They join teams to help prepare portfolios and make decisions based on those portfolios.
8. Financial planner
Primary duties: Financial planners are responsible for helping clients perfect their financial plans and
manage their money. They use accounting, communications, financial and economics skills to guide
clients through all areas of investment planning and budgeting. Financial planners may help clients set up
an account at a bank or other financial institution, choose an investment portfolio, manage risk and make
other decisions.
9. Financial advisor
Primary duties : Financial advisors are responsible for providing financial advice and guidance to clients.
They offer investment recommendations, review portfolios and make other recommendations. They often
work with individuals or families and help them create, track and manage their financial plans.
10. Equity analyst
Primary duties: Equity analysts are responsible for evaluating a company's stock price and making
recommendations based on that data. They are responsible for researching current market trends and
reviewing the company's financial information to determine its worth. They may also research the
company's competitors' financial information to help determine potential purchases, sales or mergers.
11. Investment banking analyst
Primary duties : Investment banking analysts are responsible for evaluating a company's current financial
position, market position and future prospects. They also evaluate mergers, acquisitions and other large
transactions. Investment banking analysts are responsible for researching the pricing of stocks, bonds and
other securities. They may also research industry forecasts and economic trends to help determine the
value of a stock.
12. Private equity associate
Primary duties: Private equity associates are responsible for assisting clients in directing the purchase of
equity securities and advising them on the investment strategy and structure. They are responsible for
helping clients determine if a company is a good candidate for a private equity buyout or what type of
securities to buy or sell. They may also communicate with clients about new investment opportunities
available on the market
If you need any information kindly call to the HR RACHITA SHARMA:-9718266467
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