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5.0 - 8.0 years
5 - 7 Lacs
Delhi NCR, , India
On-site
Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Update clients for orders and trade on the recorded line. Maintain active clients as per the defined norms. Activate dormant clients. Ensure resolution of clients query. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clients through networking, database, market intelligence and references from existing clients. Exp.-Minimum 5 year - In a Stock Broking Firms Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, Corporate FD, Insurance, Portfolio Management Services
Posted 3 weeks ago
5.0 - 8.0 years
5 - 7 Lacs
Vadodara, Gujarat, India
On-site
Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Update clients for orders and trade on the recorded line. Maintain active clients as per the defined norms. Activate dormant clients. Ensure resolution of clients query. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clients through networking, database, market intelligence and references from existing clients. Exp.-Minimum 5 year - In a Stock Broking Firms Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, Corporate FD, Insurance, Portfolio Management Services
Posted 3 weeks ago
5.0 - 8.0 years
5 - 7 Lacs
Ahmedabad, Gujarat, India
On-site
Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Update clients for orders and trade on the recorded line. Maintain active clients as per the defined norms. Activate dormant clients. Ensure resolution of clients query. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clients through networking, database, market intelligence and references from existing clients. Exp.-Minimum 5 year - In a Stock Broking Firms Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, Corporate FD, Insurance, Portfolio Management Services
Posted 3 weeks ago
5.0 - 8.0 years
5 - 7 Lacs
Chennai, Tamil Nadu, India
On-site
Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Update clients for orders and trade on the recorded line. Maintain active clients as per the defined norms. Activate dormant clients. Ensure resolution of clients query. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clients through networking, database, market intelligence and references from existing clients. Exp.-Minimum 5 year - In a Stock Broking Firms Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, Corporate FD, Insurance, Portfolio Management Services
Posted 3 weeks ago
8.0 - 13.0 years
10 - 12 Lacs
Mumbai Suburban, Gurugram
Work from Office
Job Title: PMS Portfolio Manager Location: Mumbai / Gurgaon Type: Full-time | On-site Company Overview: We are a high-growth, client-focused wealth management firm catering to HNI and Ultra-HNI clients across India. As part of our next phase of expansion, we are setting up a SEBI-registered PMS platform and seeking a sharp, performance-driven Portfolio Manager to lead this vertical. Position Summary: The PMS Portfolio Manager will be responsible for managing discretionary equity portfolios with full autonomy, supported by a lean in-house research team. The ideal candidate will bring a clearly defined investment strategy, a verifiable track record of alpha generation, and a strong understanding of regulatory frameworks. Key Responsibilities: Develop and manage customized discretionary portfolios under the PMS license. Formulate and execute a robust investment strategy (multi-cap/core/equity thematic). Conduct deep-dive equity research and fundamental analysis. Monitor and rebalance portfolios based on market conditions and client objectives. Ensure SEBI and internal compliance requirements are consistently met. Prepare and present detailed investment reports to clients and internal stakeholders. Collaborate with the sales and advisory teams to articulate investment philosophy and performance. Requirements: Experience: 815 years in portfolio management, equity research (buy-side), or fund management. Education: CFA / CA / MBA (Finance) / other top-tier finance qualifications. Track Record: Demonstrated performance of outperforming benchmarks over a medium- to long-term horizon. Regulatory: Eligible to be appointed as a Portfolio Manager under SEBI (Portfolio Managers) Regulations . Expertise: Strong grasp of Indian equity markets, macro trends, risk management, and valuation methodologies. Technology: Familiar with portfolio management systems and financial modeling tools. Soft Skills: Strong communication, analytical, and stakeholder management capabilities. What We Offer: Leadership role in a new and focused PMS initiative. Freedom to run a portfolio with full strategic independence. Access to high-quality HNI clients and support from wealth advisory teams. Flat organizational structure with a strong outcome-based rewards culture. Long-term wealth creation opportunity via performance-linked incentives.
Posted 3 weeks ago
3.0 - 8.0 years
5 - 10 Lacs
Mumbai
Work from Office
Role & responsibilities Understanding of AIF Compliance and regulations of CAT I, II & III Quarterly SEBI Report/STPI Repot ISIN Creation on NSDL & CDSL Dematerialisation of AIF Units Processing of Dealing Instruction for Off-Market transaction like IPO/Anchor Trade Confirmation over steady platform & Settlement Understanding of Management fee and NAV calculation Distributor Commission calculation Advanced Tax Income statement. Preparation of Form 64C working and TDS validation for AIF. Annual Income statements to investors. K1 & K3 reporting. Daily transactions uploading and Fund Accounting in internal software. Finalization of accounts and Closing of Statutory Audit Daily Reconciliations (Holdings, Bank, AUM, etc) Diligently, distributing income and expenses at investors level on the funds basis of the units, holding and providing the TDS amount that AIF company deducts & pay to income tax before making payment to investors. Automations and Projects. Have good knowledge of AIF clients On-boarding, KYC and Operations. Working with management and team to meet company goals and targets. Addressing questions, complaints, and concerns raised by investors and distributors. Co-ordination with the clients, distributors, and internal stakeholders. Handling Internal and Statutory Audits.
Posted 1 month ago
4.0 - 9.0 years
1 - 5 Lacs
Bengaluru
Work from Office
Experience and Skills: 5+ years of experience in investment accounting , Record to Report , fund administration, or private equity accounting Experience in managing client relationships, especially with demanding clients, ensuring their specific requirements are met with high-quality service. Experience with accounting for complex investment portfolios, including private equity, hedge funds, or other alternative investments. Advanced proficiency in Microsoft Excel (financial modelling, advanced formulas). Experience with accounting software or investment management systems (e.g., Wings, Investran, or similar tools). Excellent communication skills, with the ability to clearly explain complex financial data and concepts to clients. Strong leadership and team management skills, including the ability to mentor and guide team members. Ability to prioritize and manage multiple tasks in a fast-paced, client-driven environment. Skills and Qualifications: Bachelors degree in accounting/finance, MBA/PGDM or similar. Simi Qualified (CA/CMA Inter ) - are highly preferred. Shift Timing : Should be able to work during weekends when volumes are high and compensatory off can be availed based on mutual discussion. Should be able to work US hours (6pm to 3am) -Mandatory for all days
Posted 1 month ago
7.0 - 12.0 years
9 - 17 Lacs
Bengaluru
Work from Office
Skills Investment Accounting Partnership Process Experience 6+ Years Location PAN INDIA Job type Contract to Hire Pay roll company Work Model Hybrid Experience and Skills 5+ years of experience in investment accounting , Record to Report , fund administration, or private equity accounting Experience in managing client relationships, especially with demanding clients, ensuring their specific requirements are met with high-quality service. Experience with accounting for complex investment portfolios, including private equity, hedge funds, or other alternative investments. Advanced proficiency in Microsoft Excel (financial modelling, advanced formulas). Experience with accounting software or investment management systems (e.g., Wings, Investran, or similar tools). Excellent communication skills, with the ability to clearly explain complex financial data and concepts to clients. Strong leadership and team management skills, including the ability to mentor and guide team members. Ability to prioritize and manage multiple tasks in a fast-paced, client-driven environment.
Posted 1 month ago
1.0 - 6.0 years
5 - 14 Lacs
Hyderabad
Work from Office
Role : Sales, South - Neo Asset Management About Neo Group: Neo group is a new age, focused Asset Management and Financial Advisory Platform that aims at providing clients with transparent, cost-efficient and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering them to pursue their dreams. Assisting in India's glorious aspiration on self-reliance and egalitarian prosperity is Neo's underlying goal, and we are proud to stand united in that journey! We are building the next billion tech for the best wealth management platform and financial ecosystem. Neo Asset Management (NAM) is part of Neo Group. NAM is asset manager for various investment funds being launched by Neo Group. NAM currently has an AUM of ~ Rs 11000 crs across various funds and simultaneously is in the process of raising capital. Summary: We're looking for a dynamic Sales professional for the South (Hyderabad) region who will be responsible for developing and executing the sales strategy in alignment with the company's overall goals. Incumbents role involves managing key client relationships and driving growth in assets under management (AUM) within the assigned region. The ideal candidate should have a deep understanding of the asset management industry, a proven track record in sales leadership, and strong regional market knowledge. Job Responsibilities: 1. Sales Strategy & Execution: - Develop and implement a comprehensive sales strategy for the said regions to achieve AUM targets. - Identify and pursue new business opportunities, including expansion into new markets within the regio - Monitor market trends, competitive landscape, and client needs to adjust sales strategies accordingly 2. Client Relationship Management: - Develop and maintain strong relationships with key clients, including institutional investors, financial advisors, and high-net-worth individuals - Ensure high levels of client satisfaction through regular engagement and delivering value-added services 3. Revenue Growth & AUM Expansion: - Drive revenue growth by increasing sales of the company's asset management products and services - Focus on increasing AUM through strategic initiatives, including new client acquisition and cross-selling to existing clients 4. Reporting & Analysis: - Prepare regular sales reports, forecasts, and performance analyses for senior management - Use data-driven insights to make informed decisions and adjust strategies as needed Compliance & Risk Management: - Ensure all sales activities are compliant with regulatory requirements and company policies - Work with the compliance team to stay updated on regulatory changes that may impact sales processes or client relationships Academic Qualification and Experience: - Qualification Essential: MBA / CA / CFA - 5-8 years of experience in Asset Management or Financial Services Industry - Knowledge, Competency and Skills requirement: - Proven track record of achieving sales targets and driving revenue growth in the regional role - Strong leadership ad team management skills - Deep understanding of financial products, investment strategies, and asset management industry - Excellent in Communication, Negotiation and Interpersonal skills - Strategic thinker with strong analytical and problem-solving skill - Ability to build and maintain strong client relationships - Knowledge of regional market
Posted 1 month ago
6.0 - 11.0 years
8 - 18 Lacs
Bengaluru
Hybrid
Immediate Openings for Investment Accounting Partnership Process Bangalore- Contract Experience: 6 + Years Skill: Investment Accounting Partnership Process Location: Pan India Notice Period: Immediate Employment: Contract Experience and Skills: 5+ years of experience in investment accounting , Record to Report , fund administration, or private equity accounting Experience in managing client relationships, especially with demanding clients, ensuring their specific requirements are met with high-quality service. Experience with accounting for complex investment portfolios, including private equity, hedge funds, or other alternative investments. Advanced proficiency in Microsoft Excel (financial modelling, advanced formulas). Experience with accounting software or investment management systems (e.g., Wings, Investran, or similar tools). Excellent communication skills, with the ability to clearly explain complex financial data and concepts to clients. Strong leadership and team management skills, including the ability to mentor and guide team members. Ability to prioritize and manage multiple tasks in a fast-paced, client-driven environment. Skills and Qualifications: Bachelors degree in accounting/finance, MBA/PGDM or similar. Simi Qualified (CA/CMA Inter ) - are highly preferred. Shift Timing : Should be able to work during weekends when volumes are high and compensatory off can be availed based on mutual discussion. Should be able to work US hours (6pm to 3am) -Mandatory for all days
Posted 1 month ago
2.0 - 6.0 years
7 - 13 Lacs
Hyderabad
Hybrid
We are seeking a detail-oriented and experienced AIF Cat II Fund Accountant to join our dynamic team. The ideal candidate will be responsible for managing the accounting and financial reporting for Alternative Investment Funds (AIF) categorized under Category II. This role requires a strong understanding of fund accounting principles, regulatory requirements, and the ability to work collaboratively with various stakeholders. Key Responsibilities: Prepare and maintain accurate financial records for AIF Cat II funds, including general ledger entries, reconciliations, and financial statements. Ensure compliance with regulatory requirements and internal policies related to fund accounting. Assist in the preparation of periodic financial reports, including NAV calculations, investor statements, and performance reports. Collaborate with investment teams to ensure accurate recording of transactions and timely reporting of fund performance. Conduct regular reconciliations of cash and positions with custodians and counterparties. Support the audit process by providing necessary documentation and responding to auditor inquiries. Monitor and analyze fund expenses, ensuring proper allocation and reporting. Stay updated on industry trends, regulatory changes, and best practices in fund accounting. Assist in the development and implementation of accounting policies and procedures to enhance operational efficiency. Qualifications: Bachelors degree in Accounting, Finance, or a related field; professional certification (e.g., CPA, CFA) is a plus. Minimum [X] years of experience in fund accounting, preferably with AIFs or similar investment vehicles. Strong knowledge of accounting principles, financial reporting, and regulatory requirements for AIFs. Proficiency in accounting software and Microsoft Excel; experience with [specific software, if applicable] is a plus. Excellent analytical and problem-solving skills, with a keen attention to detail. Strong communication and interpersonal skills, with the ability to work effectively in a team environment. Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
Posted 1 month ago
7.0 - 11.0 years
22 - 30 Lacs
Pune
Hybrid
About the Department CFO Office Services is one of the vital service lines offered by TresVista to its clients, providing fund administration, management company accounting, corporate accounting including FP&A, Treasury and other allied activities performed which assists the CFOs office at the clients end. The delivery team comprises highly skilled accounting professionals intended to function as an extension of the clients team and further supported by additional value-added functions. The department serves various clients across Public and Private Equity, Investment Banks and other Corporates, Wealth Management Firms and Portfolio companies Responsibilities Assumed: Project Management: Determining the scope of engagements, delivering project plans to clients, managing timelines, and driving deliverables through plans Handling accounting of funds and multiple investment companies (SPVs) Managing and reviewing projects relating to calculation of net assets values, reconciliation of capital calls and distributions, partner capital statements, cash, and bank account reconciliation, preparation of monthly/quarterly financial reporting packages, journal entries, calculation of management fees, carried interest and waterfall Being efficient in managing the execution of all key aspects of client deliverables Communicating directly with senior professionals such as CFOs, controllers, and accounting managers Ensuring all scheduled work is completed by agreed deadlines, checklists are signed, and files contain all required details Managing Client Relationships: Acquiring knowledge of clients operations and general strategy Building and managing relationships with existing clients Understanding the overall goals of the transaction and client relationships Team Management and Leadership: Managing/mentoring a team of Analysts/Associates and reporting to the Management Driving projects and process improvements Monitoring procedures and controls within the team and reviewing and approving the teams work daily within the stated departmental guideline Prerequisites: Excellent communication skills Strong grasp of various aspects of finance and an analytical ability Commitment and ownership Strong eye for detail and ability to multi-task Ability to meet client-driven deadlines (demanding hours requiring time management skills) High levels of honesty & integrity, ability to lead a team and self-drive are essential Experience 7 to 11 years of work experience with a Bachelors degree CA/MBA in Finance with 6+ years of work experience preferred Education CA / MBA (Finance) Compensation The compensation structure will be as per industry standards
Posted 1 month ago
1.0 - 4.0 years
1 - 4 Lacs
Pune, Maharashtra, India
On-site
Asset Transfer and Brokerage Support team is part of Wealth Management US Operations, which takes care of asset movement and alternative investments for Private Bank and Brokerage clients. What we'll offer you As part of our flexible scheme, here are just some of the benefits that you'll enjoy Your key responsibilities Daily monitoring of incoming FX Trades, Lien Release, Account opening, Miscellaneous wires requests and processing them within cut-off time. Onboarding the client assets from counterparties for incoming WM clients in a timely manner while working with front office, custodian and counterparties. Terminating the client accounts upon request from FO and ensuring that cash and securities are transferred within expected time and accurately. Pricing of alternative investment products for private bank and brokerage clients. New client investments in alternatives which will include private equity and Hedge funds closing, capital call and distribution. Your skills and experience Graduate or above Needs to be a self-starter with significant ability to undertake initiatives Strong interpersonal / good negotiations skills are required Follow through skills, Effective communication skills, fluency in Microsoft Office skills, ability to confidently handle internal clients, futuristic and innovative approach will be expected Ability and willingness to work in night shift is a must How we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs
Posted 1 month ago
3.0 - 5.0 years
3 - 5 Lacs
Bengaluru, Karnataka, India
On-site
Assets Transfer team is part of Wealth management which takes care of asset movement and alternative investments for Private bank and Brokerage clients. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Daily monitoring of incoming FX Trades, Lien Release, Account opening, Miscellaneous wires requests and processing them within cut off time. Onboarding the client assets from counterparties for incoming WM clients in a timely manner while working with front office, custodian and counterparties. Terminating the client accounts upon request from FO and ensuring that cash and securities are transferred within expected time and accurately. Pricing of alternative investment products for private bank and brokerage clients. New client investments in alternatives which will include private equity and Hedge funds closing , capital call and distribution. Your skills and experience Needs to be a self-starter with significant ability to undertake initiatives. Strong interpersonal / good negotiations skills are required. Follow through skills, Effective communication skills, fluency in Microsoft Office skills, ability to confidently handle internal clients, futuristic and innovative approach will be expected. Ability and willingness to work in night shift is a must.
Posted 1 month ago
10.0 - 20.0 years
50 - 60 Lacs
Mumbai
Work from Office
About Us : Areion Assets Management Private Limited is an investment manager to a SEBI Registered Category II and Category I Alternative Investment Fund. Areion AMC has successfully launched 4 no. of schemes under Cat II & 2 schemes under Cat I - SSF with a current gross AUM of approximately 862 crores. The AMC has applied for 2 new schemes under Cat I with SEBI having target corpus of INR 2000 crores. Key Responsibilities: Responsible for day-to-day management of the company. Overseeing all business and operation activities of the company to ensure the desired result consistent with overall strategies of the Board. Mobilise resources as per business plan of the company. Make high quality investment decision to advance the business and increase profits. Maintain a deep knowledge of the market and industry. To comply with all regulatory guidelines. Qualifications: Post graduate diploma in business management or Chartered Accountant. Experience: Minimum 10 years in similar industry Soft Skills: Act as a principal spokesperson of the company in engaging with cross section of stakeholders. He should be effective communicator. Benefits: Competitive salary and performance-based bonuses. Health insurance. Friendly and supportive work environment.
Posted 1 month ago
1.0 - 6.0 years
3 - 8 Lacs
Mumbai
Work from Office
For our business, for clients, and for you We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member of the team plays a part in making our business what it is today and the more we grow, the more important that becomes. Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We do not just want you to succeed, we want you to flourish. To work cohesively in a team, which consults with Private Equity Firms across globe in the ares of Portfolio Monitoring and Reporting. The role requires. Capturing/reviewing financials of private and public companies owned by Private Equity Funds across globe with an ability to read/interpret/analyze financial statements and help derive insights from it. Creating/maintaining/producing different analytical monthly packs including ad-hoc analysis for the client to support their investment decision making in the core area of business. Coordinating with different teams to get the right information on time and communicating on a constant basis with clients on the status of tasks. Searching for, procuring, and processing information about global companies using multiple methods, techniques, and sources. Provide product demos to prospective and existing clients and assist in new business wins. Skills Required Post-graduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent. 1 - 10 years of experience in relevant financial services experience incl. Management Reporting or Operational Finance, preferably with research experience. Strong research and analytical skills, including critical thinking and the ability to integrate various sorts of data and information in the analysis. Ability to work independently and delve into projects with a strong diligence and emphasis on producing a high-quality work product. Experience working independently, proactively identifying, or initiating ways to enhance a process, procedure or outcome that benefits the organization. Ability to prioritize a large and varied workload, managing multiple tasks and details simultaneously. Ability to show initiative, willingness to learn and take on responsibilities as contributing team member either in a lead or in a backup role to ensure team success. Should be solutions focused and can work in unstructured environments under minimum or no supervision. Effective oral and written communication skills to clearly articulate analysis. Advanced understanding of MS Excel, Word, and PowerPoint. Team management and client management experience is mandatory for the AVP role.
Posted 1 month ago
1.0 - 5.0 years
2 - 7 Lacs
Gurugram
Work from Office
Incedo is a US-based consulting, data science and technology services firm with over 2,500 people helping clients from our six offices across US and India. We help our clients achieve competitive advantage through end-to-end digital transformation. Our uniqueness lies in bringing together strong engineering, data science, and design capabilities coupled with deep domain understanding. We combine services and products to maximize business impact for our clients in telecom, financial services, product engineering and life science & healthcare industries. Working at Incedo will provide you an opportunity to work with industry leading client organizations, deep technology and domain experts, and global teams. Incedo University, our learning platform, provides ample learning opportunities starting with a structured onboarding program and carrying throughout various stages of your career. A variety of fun activities are also an integral part of our friendly work environment. Our flexible career paths allow you to grow into a program manager, a technical architect or a domain expert based on your skills and interests. Position Title: Associate/ Senior Associate Role Description: This role is an exciting opportunity for highly motivated and self-starter individuals to join a high caliber team in shaping and scaling the financial operations business. This is an opportunity to work with well-known US financial advisor and leading portfolio managers. Role and responsibilities: Prepare regular and time-sensitive portfolio performance Reports for institutional clients holding varied asset classes on monthly/quarterly basis. Reconcile cash positions and liaise with upstream team to resolve breaks. Ensure seamless and timely delivery of client reports on a monthly/quarterly basis as per agreed SLAs. Coordinate with Onshore SMEs/Portfolio Managers for data needs. Build strong client relationships through good understanding of business needs and opportunity areas. Qualifications & Experience: 2.6 - 4 years of operational experience in financial services Industry. Hands on experience in Public/ Private Equity, Capital Markets, performance reporting is a must. Understanding of end to end client reporting ecosystem in the private equity industry is preferred. Strong knowledge of the Wealth management ecosystem is a plus. Proficient in English, both written and verbal. Good organizational skills with the ability to shift seamlessly between multiple projects. Full Time bachelors degree in accounting/finance. Masters degree will be of added advantage. We are an Equal Opportunity Employer We value diversity at Incedo. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Interested candidates can share updated resume along with below mentioned details to md.aftab@incedoinc.com. Immediate to 60 days of notice Total experience Current CTC Expected CTC Current location Comfortable with one way cab Regards, Wamiq
Posted 1 month ago
3.0 - 8.0 years
5 - 8 Lacs
Mumbai
Work from Office
Job description This is Regarding Opening with a Leading Fund Management Company as a Compliance Manager !!! Experience: 3+ years Location - Mumbai - 5 Days (WHO) Responsibilities: Will be co-ordinating with the clients of the Company for SEBI AIF/ PMS compliances. To resolve the regulatory queries of the clients To co-ordinate during Inspection/ Audit Shall assist in various group level restructuring projects as may be initiated by Company from time to time. Ensure regulatory compliances for the Company for the current as well as future regulatory projects Qualified Company Secretary with degree in LLB/ Any professional qualification preferred Experience in activities in the securities market or financial products including in a portfolio manager, broker dealer, investment advisor, wealth manager, research analyst or fund management Candidates with exposure in AIF/ PMS compliance shall be preferred If this Job Opportunity excites you, Kindly mail your updated CV Asap on the mail ID: nidhi@thepremierconsultants.com. Thanks & Regards, Nidhi Shah
Posted 1 month ago
11.0 - 20.0 years
30 - 45 Lacs
Ahmedabad, Mumbai (All Areas)
Work from Office
Responsible for acquiring NTF clients revenue generation and maintenance of relationship with UHNI & corporate clients, acquisition. Required Candidate profile Must have experience in Team handling profile, Investment products, Acquisition. Must bring teams along with you and manage your own AUM.
Posted 1 month ago
3.0 - 5.0 years
7 - 11 Lacs
Jaipur
Work from Office
: Job Title: Asset Transfer, NCT Location: Jaipur, India Corporate TitleNCT Role Description Assets Transfer team is part of Wealth management which takes care of asset movement and alternative investments for Private bank and Brokerage clients. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Daily monitoring of incoming FX Trades, Lien Release, Account opening, Miscellaneous wires requests and processing them within cut off time. Onboarding the client assets from counterparties for incoming WM clients in a timely manner while working with front office, custodian and counterparties. Terminating the client accounts upon request from FO and ensuring that cash and securities are transferred within expected time and accurately. Pricing of alternative investment products for private bank and brokerage clients. New client investments in alternatives which will include private equity and Hedge funds closing , capital call and distribution. Your skills and experience Needs to be a self-starter with significant ability to undertake initiatives. Strong interpersonal / good negotiations skills are required. Follow through skills, Effective communication skills, fluency in Microsoft Office skills, ability to confidently handle internal clients, futuristic and innovative approach will be expected. Ability and willingness to work in night shift is a must. How we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.
Posted 1 month ago
1.0 - 4.0 years
15 - 25 Lacs
Gurugram
Work from Office
This role will be a part of our growing Platform Solutions Group, the primary responsibility would involve working in the Products Team, building Oxanes proprietary, tech-enabled platforms. The incumbent will be expected to take the lead on Product Workstreams, working directly with various stakeholders (Internal Teams, Leadership, Client Teams, Engineering Teams, etc). This role is at the intersection of finance & technology (FinTech) and provides a steep learning curve in the evolving landscape of Private Markets. This role presents an excellent opportunity for the right individual to play a key role in product development and establish themselves as the subject matter expert within a world-class solutions company. Key Responsibilities: Manage product roadmap, and requirements, gathering internal & customer feedback and prioritizing features for Oxane Platform. Act as Product Owner for Platform features, working closely with the engineering teamo You will define and execute the technical roadmap for our Platforms Engage Internal teams/customers/prospects to identify market needs, define requirements Collaborate with marketing teams to promote the product - o Support our Sales team with product pitch and demos for client Required Experience/Skill Set: MBA, PGDM, or equivalent PG with a major in Finance/IT and similar streams. Prior development/IT experience would be preferred. Strong acumen for engineering technology-driven solutions will be preferred Good attention to detail and a logical thought process to analyze qualitative and quantitative data Excellent leadership, communication, and interpersonal skills, with the ability to effectively communicate and engage with stakeholders at all levels Professional, positive, collegial demeanor; collaborative relationship builder who contributes skills and knowledge to the larger team Excellent organizational and time management skills, with the ability to prioritize tasks and manage multiple workstreams simultaneously Acumen in project management and planning with experience in project management • Great written and verbal communication Good understanding of financial concepts and understanding of Excel, Macros & SQL (must have intermediate level
Posted 1 month ago
6.0 - 10.0 years
30 - 35 Lacs
Bengaluru, Delhi / NCR, Mumbai (All Areas)
Hybrid
Create documentation and user stories. Work with engineering teams to review upcoming and backlog Jira tickets. Provide guidance on design decisions in areas including Credit and tech including Snowflake and Streamlit Develop reporting in powerBI Required Candidate profile 5+ years of experience as a Business analyst especially in Alternative assets, Credit, CLO, Real Estate etc. Experience creating complex dashboards in powerBI Exposure to Snowflake and Streamlit
Posted 2 months ago
1.0 - 2.0 years
5 - 12 Lacs
Chandigarh
Work from Office
Advising HNIs client in their Wealth Management and Financial Planning Required Candidate profile A candidate should have basic understanding about the Mutual Funds, Direct Equity, PMS, Private Equity. Freshers can apply too Perks and benefits HEALTH INSURANCE, TRAVELLING,YEARLY BONUS
Posted 2 months ago
9.0 - 14.0 years
9 - 16 Lacs
Chennai
Work from Office
Role & responsibilities Build and maintain strong, ongoing relationships with a diverse range of AIF clients, ensuring their needs are met promptly and effectively. Manage, mentor, and develop a team of executives and senior executives, ensuring the efficient and accurate completion of all assigned tasks. Oversee the end-to-end operations for AIF clients, ensuring all processes run smoothly and efficiently. Ensure that all activities and operations comply with applicable regulatory requirements and align with client business rules and expectations. Track and monitor performance metrics, ensuring all tasks and operations are executed efficiently. Identify areas for improvement and implement necessary changes. Design and implement policies and procedures to streamline operations and improve the effectiveness of deliverables Preferred candidate profile Excellent client relationship and communication skills. Change management. Empowers others to self-organize. Ability to work under pressure and manage multiple priorities effectively. Proficiency in Advanced Excel & Presentation. Interested candidates can share their resumes to: nasarhussain.m@camsonline.com
Posted 2 months ago
8.0 - 13.0 years
8 - 13 Lacs
Chennai, Tamil Nadu, India
On-site
Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDs PTCs, etc. To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To achieve revenue targets and contribute to the overall growth of the private wealth management business. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. To conduct and assist in organizing seminars, workshops and other business development activities. Requirements Graduate or Masters Degree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up. Should have a proven track record of building and managing relationships with high-net-worth individuals minimum of 3 years. Should have a strong understanding of wealth management products, Debentures, AIFs and PMS. Strong communication sales and a track record of achieving targets and achieving incentives. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage
Posted 2 months ago
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