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0.0 - 3.0 years
1 - 3 Lacs
Navi Mumbai, Mumbai (All Areas)
Work from Office
Roles & Responsibilities The Analyst will work on back-office and middle-office processes for financial institutions, handling various stages of the client/product lifecycle across KYC, reference data management, legal docs, loans, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, trade support, corporate actions, tax operations, and more. Responsibilities also include data capture, cataloging, data processing, system inputs and updates, reconciliations, settlements, and fund transfers. The role involves preparing reports using MS Excel and may require external interaction with agents/counterparties/clients to resolve process-related queries and discrepancies via phone or email.Key responsibilities include: Identifying and escalating risks, promptly reporting outstanding issues to clients. Performing various trade support activities across the Trade Lifecycle, such as Trade Confirmation matching, Trade Pre-Settlements support, Front office to back-office reconciliation of trade positions, report generation, and settlements of cash flows from trading events (e.g., Interest or Premium). Handling operations of Syndicated Loans and Corporate action setup and operations. Managing other capital market operational tasks beyond Trade Lifecycle support, including Reference Data support and Regulatory reporting (Swaps Data Repository, SDR, Know Your Customer (KYC), various front-office and back-office reconciliations). Learning and mastering various financial products, including Equity Securities and Derivatives, Interest Rates Swaps, FX Spot, Options, Futures, Credit Derivatives Swaps, Commodities Derivatives, and Fixed Income products (e.g., Corporate and Treasury Bonds). Qualification and Skills: Bachelors Degree (B.Com, BBA, BBM) / Masters Degree (M.Com, MBA, PGDM). 0 to 2 years of experience in investment banking operations involving projects, people, process, and client management. Basic knowledge of finance, trade lifecycle, investment banking, and derivatives. Strong logical and quantitative abilities to derive insights from data. Excellent time management skills and ability to resolve issues promptly. Proficiency in planning, organizing, and time management.
Posted 6 days ago
0.0 - 2.0 years
3 - 3 Lacs
Mumbai, Thane, Navi Mumbai
Work from Office
You will begin your role with sales and marketing, client management, business strategy and your growth would be into the management profile. We are seeking highly motivated and ambitious FRESHERS to join our team as Management Trainees for Field sales representative . The role involves intensive training, exposure to various aspects of the organization, and the potential to lead a team based on individual performance. *Age 18-27 *Freshers can apply *Immediate joiner *Work Experience 0-3 years Benefits: Competitive base salary with performance-based incentives. Comprehensive benefits package, including health insurance. Opportunities for professional growth and advancement. Dynamic and collaborative work environment. Location: Thane,Navi Mumbai,Mumbai,Dombivli,Panvel,mumbai all areas, MUMBAI SUBURBS, kalyan,
Posted 4 weeks ago
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