7 Bond Jobs

Job Title: Financial Advisory and Contact Centre Specialist Location: Noida Department: Wealth Management / Client Services Job Type: Hybrid Key Responsibilities: Client Advisory Support: Assist financial advisors with preparation of client reviews, financial plans, and investment presentations Conduct preliminary research on financial products, market trends, and portfolio allocations Help with data entry and management in CRM and portfolio management systems Track follow-ups, advisor notes, and client milestones to ensure proactive service Client Contact & Support: Serve as a first point of contact for clients via phone, email, and chatresolving inquiries or routing to appropriate team members Support new client onboarding and documentation (KYC, risk assessments, compliance forms) Provide updates on account status, transaction processing, and general service inquiries Maintain a warm, professional, and responsive communication style to enhance client experience Required Qualifications Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities, State IAR, State Insurance) Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST) Graduation in any discipline (Financial BG preferred) Good communication skills Basic understanding of MS power point, MS Excel and MS Word Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage. Must have an eye to detail with high accuracy levels. Walk-in drive at company location. Contact Kamakshi (9870164156) if interested.

Overview: As a Mutual Fund Operations professional, your responsibility will be to oversee the operational aspects of mutual funds, ensuring seamless execution and compliance with industry regulations. You will handle all key functions such as client onboarding, trade processing, reconciliations, compliance management, and client servicing. Your role is crucial in maintaining efficiency, accuracy, and regulatory adherence in mutual fund operations. Key Responsibilities: Client Onboarding: Facilitate end-to-end client onboarding, ensuring smooth account setup and documentation completion. Maintain accurate records of client onboarding processes for audit and compliance purposes. Trade Processing: Execute mutual fund trade orders accurately and within designated timelines. Monitor trade settlements and ensure timely completion. Identify and resolve trade discrepancies efficiently. Reconciliation: Perform daily, monthly, and quarterly reconciliations of transactions, positions, and cash balances. Investigate and resolve any discrepancies identified during reconciliations. Coordinate with internal teams and external parties for accurate reconciliation processes. Compliance Management: Stay updated with regulatory requirements and ensure adherence to industry standards such as Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations. Conduct periodic compliance audits and reviews to ensure regulatory compliance. Implement and maintain internal controls to mitigate compliance risks. Client Servicing: Assist clients with mutual fund transactions, account inquiries, and operational concerns. Address client queries professionally and in a timely manner. Build and maintain strong client relationships to enhance satisfaction and trust. Investment Operations Coordination: Facilitate coordination with AMCs, PMS providers, AIFs, Bonds, etc., for various investment operations and investor onboarding processes, ensuring compliance and operational alignment. Reporting and Documentation: Prepare and distribute reports related to mutual fund activities, including trade confirmations, NAV calculations, and performance reports. Maintain accurate documentation of transactions, processes, and compliance activities. Assist in regulatory filings and respond to regulatory inquiries as required. Process Improvement: Identify opportunities for process enhancements to improve operational efficiency. Collaborate with cross-functional teams to implement automation and workflow improvements. Stay updated on industry trends and best practices to enhance mutual fund operations. Experience in mutual fund operations, fund accounting, or financial services is preferred. Strong knowledge of mutual fund regulations, including SEC guidelines. Excellent analytical skills with keen attention to detail and accuracy. Ability to work effectively in a fast-paced environment and manage multiple tasks. Problem-solving mindset with a proactive approach to issue resolution. Education- Bachelors degree in Finance, Business Administration, or a related field. Certifications such as CFA (Chartered Financial Analyst) or CAMS (Certified Anti-Money Laundering Specialist) are a plus.

Overview: As a Mutual Fund Operations professional, your responsibility will be to oversee the operational aspects of mutual funds, ensuring seamless execution and compliance with industry regulations. You will handle all key functions such as client onboarding, trade processing, reconciliations, compliance management, and client servicing. Your role is crucial in maintaining efficiency, accuracy, and regulatory adherence in mutual fund operations. Key Responsibilities: Client Onboarding: Facilitate end-to-end client onboarding, ensuring smooth account setup and documentation completion. Maintain accurate records of client onboarding processes for audit and compliance purposes. Trade Processing: Execute mutual fund trade orders accurately and within designated timelines. Monitor trade settlements and ensure timely completion. Identify and resolve trade discrepancies efficiently. Reconciliation: Perform daily, monthly, and quarterly reconciliations of transactions, positions, and cash balances. Investigate and resolve any discrepancies identified during reconciliations. Coordinate with internal teams and external parties for accurate reconciliation processes. Compliance Management: Stay updated with regulatory requirements and ensure adherence to industry standards such as Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations. Conduct periodic compliance audits and reviews to ensure regulatory compliance. Implement and maintain internal controls to mitigate compliance risks. Client Servicing: Assist clients with mutual fund transactions, account inquiries, and operational concerns. Address client queries professionally and in a timely manner. Build and maintain strong client relationships to enhance satisfaction and trust. Investment Operations Coordination: Facilitate coordination with AMCs, PMS providers, AIFs, Bonds, etc., for various investment operations and investor onboarding processes, ensuring compliance and operational alignment. Reporting and Documentation: Prepare and distribute reports related to mutual fund activities, including trade confirmations, NAV calculations, and performance reports. Maintain accurate documentation of transactions, processes, and compliance activities. Assist in regulatory filings and respond to regulatory inquiries as required. Process Improvement: Identify opportunities for process enhancements to improve operational efficiency. Collaborate with cross-functional teams to implement automation and workflow improvements. Stay updated on industry trends and best practices to enhance mutual fund operations. Experience in mutual fund operations, fund accounting, or financial services is preferred. Strong knowledge of mutual fund regulations, including SEC guidelines. Excellent analytical skills with keen attention to detail and accuracy. Ability to work effectively in a fast-paced environment and manage multiple tasks. Problem-solving mindset with a proactive approach to issue resolution. Education- Bachelors degree in Finance, Business Administration, or a related field. Certifications such as CFA (Chartered Financial Analyst) or CAMS (Certified Anti-Money Laundering Specialist) are a plus.

Role Designation: Investment Product Operation Department: Investment Product Operation Job Purpose: The role is responsible for overseeing and managing daily processes and activities related to bond transactions. This includes handling funds mapping, stock conversion, unit transfers, and maintaining accurate client details. Key Deliverables: 1. Handle daily processes associated with the product, including funds mapping, stock conversion, and unit transfers related to bond deals. 2. Maintain and update client details in the system by conducting due diligence and KYC checks for non-MOFSL clients. 3. Reconcile bank transactions and maintain MIS to be shared with respective stakeholders as per pre-defined frequencies. 4. Coordinate with stakeholders to ensure the smooth processing of bond transactions. 5. Maintain client and deal mapping in the system along with commission processing and sharing as per pre-defined periods. 6. Maintain and share daily MIS with the concerned team on a daily basis. 7. Identify process gaps and propose improvements for implementation in the process and system. Perks and benefits: 1. Educational Qualifications: Bachelor's degree Or Post Graduate in Finance or a related field. 2. Experience: Previous experience in bond transactions or a similar financial role. 3. Domain Knowledge: Strong understanding of financial products and bond transactions.

Hi , Greetings from SilverPeople ! We are hiring for a Product Manager for our client in Fintech space who aim to reshape financial education by empowering users to embark on an exciting learning, trading, and investing journey . The path to financial wisdom should be as thrilling as it is educational, and we're looking for a Product Manager to help us turn this vision into a reality. Experience in building scalable, user-focused fintech platforms focused on investments, trading, wealth management, or market analytics . Responsibilities Identify opportunities and define product / feature vision and strategy. co-develop with the leadership team, lead from ideation to execution Operate autonomously and take self-initiatives to resolve product problems and business problems Translate product strategy into detailed requirements and prototypes Work with cross-functional teams of exceptional engineers, UX/UI designers, researchers, marketeers and growth hackers who collaborate together to bring ideas to life and make investing easy, fun, and accessible for everyone Communicate the product vision, strategy, and goals succinctly to stakeholders across the organization - on the value and impact of the product to the bigger company strategy and direction Able to determine the viability of new initiatives and understand cross-functional requirements; live and breathe problem-solving Own end to end product launch & GTM Ability to bring consensus in situations where there is disagreement or conflicting priorities among key stakeholders. Able to manage and influence key stakeholders on new product ideas and independently drive product adoption. Strong influencing skills and negotiation skills.

Hi, We have an excellent Opening in Leading Bank. Product: Liability. (Current Account, Savings Account, Mutual Fund, PMS, Structured Products, Insurance & Fixed Deposit) Desig: Relationship Manager Location: Bangalore , Chennai & Hyderabad Responsibilities for Relationship Manager Portfolio is mapped to RM; primary focus of the role is to ensure effective management of HNI and Ultra HNI. Also attract new HNI & UHNI customers to initiate the relationship. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. Profiling Customers and provide financial products to meet customer needs Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc. One point contact for all requirements of High Net Worth customers in the Branch Servicing of High Net Worth customers How to Apply: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 | e selvi.sai@upgrad.com| https://www.upgrad.com/ Follow us: Facebook?| Twitter | LinkedIn | YouTube

Mode: Hybride work Location: Chennai Skillset: Investment accounting and reporting, equity, bonds, derivatives, IFRS9 repo, control environment(sox & non-sox), Financial Accounting(P&L). Month end activities Principal responsibilities Business Should be a subject matter expert on investment accounting and reporting Should be having good understanding of investment securities such as equity, bonds, derivatives etc Exposure to IFRS9 and understanding of reporting as per standard Well versed with reporting requirement for investments from Group and local reporting standpoint Well versed with preparation of statutory accounts and related notes and accounting policies Good understanding on various investment accounting modules and its related interfaces to General ledger and associated complexities Having good understanding on related control environment (SOX as well as Non SOX) and making sure accounting and reporting process works as per design Responsible for managing audits and handling queries from regulators Good understanding of insurance business and key driver Qualifications - External Qualified CA / CWA with at least 10+ years of post-qualification experience in investment accounting Qualified MBA finance with at least 15+ years of post-qualification experience from reputed institutes Past experience of working in consultancy or organization of repute will be an advantage. Ability to develop effective working relationships with business partners/customers Ability to bring analytical rigour, structure and solution to problematic areas. Very good working knowledge of Microsoft Office is essential. Is expected to have strong technical understanding of accounting principles and demonstrated competence in their application. Ability in Accounting , Closing and/or Business Reporting Regards, Gopala BR HR TA Team