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0.0 - 2.0 years
7 - 12 Lacs
Bengaluru, Karnataka, India
On-site
Key Accountabilities and main responsibilities Strategic Focus You ll be working in the operations team supporting global markets. We are responsible for the correct and timely processing of transaction relating to transfer agency, registrations, static updation, employee share plans and settlement dealing. As a strong member of the team, you will work closely within the integrated value chain and our global / international interfaces. Knowledge of capital market products, equity, bonds, transfer agency is must. Participate as a positive member of the team and maintain good working relationships with colleagues, including cooperating with others to achieve the team s goals, providing support and assisting other teams across the business as required Learn, maintain and update process knowledge and KOP. Responding to clients through agreed mode as per deadline Maintain relevant systems/data bases Help with preparation of client response, presentations, reporting as per business requirements. Understanding compliance and adhere to all legislative, procedural, industry, financial and client specific procedures, where relevant, to minimise risk and escalate non-adherence as per the escalation matrix. Support and assist other team members as and when required Complete mandatory training by the required due date and participate in training relating to changes in procedures, company policy, values, cross skilling and updates to tools and systems used by the business Ensure that your individual targets and objectives are achieved Provide superior service, ensuring service and quality standards are met and to minimise re-work Living the values of the firm. Operational Management Highlight if there is any instance with counterparties for any adverse information, reputational risk issues, inappropriate practices, or behaviour on the part of the counterparty. Ensure escalation matrix is followed in any such events or issues identified. People Leadership Takes ownership of role, responsibilities and impact on the wider team Governance & Risk Maintain level of accuracy Complete assigned task as per provided SLA. Experience & Personal Attributes 0-2 years experience in Financial / Capital Markets, preferably in Transfer Agency operations with Basic Knowledge of Capital Markets / Financial Market product. A Bachelors or master s degree in business Or Finance or Banking related discipline from a reputed College/University. Demonstrated high level of initiative, motivation, and organisational skills Analytical and problem-solving skills Effective oral and written communication skills including negotiation skills, ability to liaise successfully with internal and external parties, and ability to work effectively in a team environment Flexibility - able to meet demanding deadlines and work long hours to meet those deadlines, as required Qualification in business/financial markets/law/securities industry desirable Accurately process, record, review, and complete various administrative operations in a timely manner including but not limited, Placing Dealing, Open Accounts of Clients, Update / Amend Client s personal information, Performing Settlement and Reconciliation for the activity on the account. Adhere to procedural, regulatory & industry requirements Working knowledge of Microsoft Office programs (Outlook, Word, Excel, PP) Good communication skills both written and oral Excellent attention to detail right first time Good time management skills and the ability to work with support / guidance Demonstrates awareness of good customer service Ability to work as a team and under supervision. Demonstrates good teamwork ethic, showing willingness to assist peers and take on additional tasks Demonstrates willingness for self-improvement and professional development Ability to work to tight deadlines and follow process where necessary Ability to maintain a high degree of accuracy and attention to detail Numerate and literate
Posted 1 day ago
5.0 - 12.0 years
0 Lacs
chennai, tamil nadu
On-site
As a Temenos Capital Markets Business Analyst, you will collaborate with business stakeholders to comprehend and document requirements related to Securities trading lifecycle for Equities, Bonds, and Mutual fund asset classes. Your responsibilities will include analyzing and modeling business processes, suggesting enhancements for improved efficiency and compliance, and transforming business requirements into BRDs, FSDs, and User Stories for the T24 system. In this role based in Chennai, you will be expected to create Business Process maps using tools like Camunda and Visio, assist in configuring and setting up the T24 SC module, and provide support throughout the implementation phase, including data migration and system integration. You will work closely with the technical team to ensure proper system setup and performance, as well as create and maintain comprehensive documentation pertaining to the T24 Capital markets. Furthermore, you will be responsible for conducting end-user training sessions on system functionalities and best practices, supporting the development of test plans, cases, and scripts, and offering guidance during test execution. You will actively participate in functional regression integration and user acceptance testing, identifying, recording, and tracking defects through to resolution. Additionally, timely communication of project statuses, issues, and risks to stakeholders will be a crucial part of your role. This position offers a great opportunity for individuals with 5-12 years of experience in the field. If you are available to start within an immediate to 15-day notice period and are interested in converting a contract role into a full-time employment opportunity, please share your updated resume with kavya.b@s3staff.com.,
Posted 1 day ago
10.0 - 14.0 years
0 Lacs
pune, maharashtra
On-site
The Business Senior Analyst position involves acting as a liaison between business users and technologists to facilitate the exchange of information in a clear and concise manner. Working closely with the Technology team, the main goal of this role is to contribute to continuous exploration and analysis of business performance to drive effective business planning. Responsibilities include defining business, financial, and operations requirements in collaboration with decision makers, analyzing business processes and identifying areas for improvement, generating reports based on findings, providing advice on technology and operations, and ensuring compliance with applicable laws and regulations. The role also involves filtering and prioritizing complex information from various sources and performing assigned duties. The ideal candidate for this role should have at least 10 years of experience as a Business Analyst in an Investment/Global Bank with expertise in Foreign Exchange, Trade Processing, and Risk Management. Experience in the Banking/Financial services industry, familiarity with front to back workflow of Bonds, Rates, and knowledge of asset classes like FX, MM, and Derivatives are also required. Additionally, candidates should be familiar with SDLC and Agile development methodologies. Education requirements include a BE degree or equivalent experience, a Master's degree or equivalent experience, and demonstrated abilities in analytical, interpretive, and problem-solving techniques. Strong interpersonal and influencing skills, as well as clear written and verbal communication abilities, are essential for this role. This position falls under the Technology job family group and the Business Analysis/Client Services job family. It is a full-time role at Citigroup Inc., an equal opportunity and affirmative action employer. Citi encourages all qualified applicants, including individuals with disabilities, to apply for career opportunities. Accessibility accommodations are available for applicants who require them.,
Posted 1 day ago
2.0 - 6.0 years
6 - 9 Lacs
Pune
Work from Office
The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you Main Responsibilities: Asset administrationResponsibilities include, but are not limited to performing and coordinating a variety of administrative duties and tasks including Asset setup Asset Maintenance and reconciliation Liaising with 3rd party brokers/custodians/agents Processing agent notices Processing corporate actions Entering and settling trades as required Preparing and assisting with various reports required by internal teams Other duties assigned by Management Cash/Position ReconciliationResponsibilities include, but are not limited to performing and coordinating a variety of reconciliation duties and tasks including Preparing daily reconciliation of cash transactions Preparing daily reconciliation of Apex/Client positions Ensuring aged breaks ( over 7 days ) are addressed and escalated Processing and reconciling data in various systems Actively researching discrepancies with various agents and internal teams Preparing and ensuring all Reporting is issued within the required timeframes Preparing and assisting with various reports required by internal teams Other duties assigned by Management Support Middle Office Manager: Providing support for assigning duties and work delegation Roll out training and development plans to direct reports and new joiners. Qualifications, Skills and Experience: Degree in Accounting/Finance, or a relevant qualification Candidate should have 3+ years experience working in loan administration operations Extensive knowledge of CLOs/CDOs/Credit Funds Understanding or knowledge of various security types Private Debt, Syndicated Loans, Bonds, Equities Understanding of loan trade lifecycle Knowledge and experience with settlements including DTCC & Euroclear Knowledge and understanding of securities and other financial instruments Computer proficiency with advanced knowledge of Microsoft Office Suite, familiarity with Solvas (CDO-Suite) preferred Must experience into Solvas tool. DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Posted 2 days ago
8.0 - 13.0 years
8 - 13 Lacs
Bengaluru, Karnataka, India
On-site
Designing and developing the flagship Trader Desktop platform, enhancing its functionality to cater to traders needs globally Working senior tech leads and with end users on requirements analysis and capture Troubleshooting challenging performance and scalability issues Liaising with the global business, support, and development teams Assisting in third line support during core trading hours Enhancing our automated testing efforts and optimizing our UAT process Required 8+ years of experience in developing large-scale enterprise Web applications Experience in Java/ Core Java, Spring of 3 years. Experience in managing and implementing successful projects Experience building single page applications using HTML 5, Angular 8.0+, TypeScript, CSS3, SAAS , LESS and third-party JavaScript framework libraries. Experience with RxJS and ngRX Experience with writing unit tests for Angular/Typescript (e.g. JEST, Jasmine, Karma, etc.) Experience with building cross-platform applications using Web technologies such as Electron, Chromium, and Node.js etc. Experience with consuming JSON/XML based data from REST services and/or real-time streaming data Experience with tools such as Visual Studio Code, npm Experience with modern software development practices such as Agile development, test-driven development, and continuous delivery as it pertains to enterprise web applications. Nice to Have Experience with C#/.NET and object oriented programming Experience developing large financial software trading systems. Knowledge of any Interest Rates products (e.g. Bonds/Swaps). Experience with web-based data visualization utilizing JavaScript charting libraries. Experience with KDB/q databases.
Posted 2 days ago
4.0 - 8.0 years
0 Lacs
indore, madhya pradesh
On-site
As India's leading financial services and broking company with over 900 investment centers nationwide, Arihant Capital is dedicated to making investments and financial services more understandable and accessible to all. We prioritize customer focus and aim to cultivate an inclusive environment where our employees can excel and make a meaningful impact. You will be responsible for overseeing the entire online sales team to ensure optimal performance. This includes servicing existing retail clients and sub brokers, as well as generating leads through established client relationships. Managing queries, limits, and risk management of online clients will be a key aspect of your role. Additionally, you will play a crucial part in brand promotion to drive sales and cross-selling various products such as equity, depository, mutual fund, IPO, Bonds, currency, commodity, and financial planning services to clients. To excel in this role, you should hold a Graduate/MBA qualification with at least 4-5 years of experience in the broking or finance sector. Previous experience in leading teams in customer-facing roles with a strong focus on achieving results is essential. Your ability to empower and motivate others to deliver exceptional client service and operational performance will be crucial. Demonstrated commitment to ethical, empathetic, and proactive client interactions is highly valued. Candidates with an established client base and proven revenue generation capabilities are preferred. Excellent communication skills in English and Hindi are required, with proficiency in local languages considered advantageous. Additionally, providing or arranging regular product training for staff members is part of the role to ensure continuous development and growth.,
Posted 3 days ago
0.0 - 5.0 years
0 Lacs
haryana
On-site
As a member of the Global Investment Operations team at KKR & Co. Inc., you will play a crucial role in supporting the firm's day-to-day middle office and back office operations to drive business decisions and long-term success. You will collaborate closely with various internal teams, including the finance team, data team members, and external agents to ensure accurate processing and reporting of investments. Your primary responsibility will involve independently developing and executing procedures to track portfolio investments in multibillion-dollar funds. This will include troubleshooting technical and accounting issues, reconciling cash and positions across all funds, and processing upcoming activities and contract modifications as per agent notices. You will work with third-party agent banks and custodians to improve processes, ensure quality deliverables, and resolve queries on a day-to-day basis. In this role, you will interact with global counterparts to understand reporting needs, address bottlenecks, and act as a point of escalation for queries. Additionally, you will manage process metrics, key performance indicators, and other dashboards at regular intervals to ensure operational excellence and efficiency. To qualify for this position, you should have a Bachelor's Degree or equivalent work experience, with 0-5 years of experience in teams like Asset Servicing or Loan Servicing. Knowledge of loans, bonds, loan syndication, and investment strategies such as Direct Lending, Mezzanine, CLOs, and Asset-backed Financing is preferred. Experience in a multinational Financial Services organization and/or Private Equity will be advantageous. Strong communication skills, email writing proficiency, and the ability to manage multiple requests and tasks efficiently are essential for this role. You should also have advanced proficiency in Excel and familiarity with tools like Advent Geneva, ClearPar, Markit, and Allvue (Everest). Accounting experience, intellectual curiosity, integrity, and a collaborative mindset are highly valued qualities for this position. This is a full-time role based in our Gurugram office, with a 4-day in-office and 1-day flexible work arrangement. If you are a proactive individual with a keen interest in investment operations and a drive for excellence, we encourage you to apply for this exciting opportunity at KKR & Co. Inc.,
Posted 3 days ago
8.0 - 13.0 years
7 - 12 Lacs
Kolkata, Hyderabad
Work from Office
Designation: Team Leader/ Vertical Manager Lead and manage a team of Equity advisory & dealing professionals Execute trades behalf of clients, aligning with their investment strategies & preferences, and acquire new clients, promote & cross-sell TPP Required Candidate profile Qualification: Graduation Overall exp: 8-9 years, with 3yrs in team leadership investment products, including Insurance, MF, PMS, SIP, AIF, Bonds,FD Shares, IAP Rui 9113961458 hr@2srinnovations.com
Posted 3 days ago
5.0 - 9.0 years
0 Lacs
amritsar, punjab
On-site
As the Branch Manager for the Investment team, you will play a critical role in leading and managing the sales team to drive business growth and achieve sales targets. You will be responsible for overseeing the branch's investment activities, ensuring exceptional customer service, and maximizing investment opportunities. You will lead, motivate, and manage the sales team to achieve targets and KPIs. Additionally, you will develop and implement sales strategies to drive business growth and increase investment revenue. Your key responsibilities will include overseeing the branch's investment operations, ensuring compliance with regulations and policies, and identifying potential investment opportunities to provide guidance to clients based on their financial goals. You will build and maintain strong relationships with new and existing clients to enhance customer satisfaction and loyalty. Monitoring market trends and competitor activities to adjust sales strategies and tactics accordingly will be part of your role. Moreover, you will provide regular reports on sales performance, market trends, and customer feedback to the management. Conducting regular performance evaluations for the sales team, providing ongoing training and mentorship, and collaborating with finance and investment teams to develop innovative investment products and solutions are crucial aspects of the role. You will also ensure efficient branch operations, streamline processes to enhance productivity and customer service, and resolve customer complaints and issues in a timely and professional manner. Your qualifications should include a Bachelor's degree in Finance, Business Administration, or related field; an MBA or CFA is a plus. Proven experience in investment sales and management, preferably in a leadership role, is required. A deep understanding of investment products, financial markets, and industry regulations is essential. Strong track record of achieving sales targets, excellent leadership and team management skills, exceptional communication and interpersonal abilities, and the ability to analyze market trends and competitor activities are also necessary for this role. Furthermore, familiarity with CRM systems, sales tracking tools, and financial software, proactive and results-oriented mindset, ability to thrive in a fast-paced environment, strong work ethic, integrity, and commitment to ethical business practices are key qualifications. Professional certifications such as Series 7, Series 63, experience in collaborating with cross-functional teams and senior management, and demonstrated ability to handle pressure, meet deadlines, and maintain accuracy will be beneficial for this position.,
Posted 3 days ago
2.0 - 5.0 years
4 - 6 Lacs
Gurugram
Work from Office
Relationship Manager will be responsible for acquiring engaging and advising clients on their investment portfolios will act as trusted advisor understanding their goals risk profile & financial background to recommend suitable investment strategies
Posted 3 days ago
2.0 - 7.0 years
2 - 7 Lacs
Kolkata, Hyderabad, Bengaluru
Work from Office
Designation: Equity Advisor • Execute trades on behalf of clients, • Management AUM and cross-sell third-party investment products,MF, PMS, SIP, AIF, Bonds, FD Shares, • Acquire new clients, advisory • Conduct client meetings, provide investment Required Candidate profile Qualification Graduation, Certification NISM Series VIII Experience 2 yrs. Broking Industry must Proven track record in managing HNI & UHNI clients, Acquisition, 9113961458 hr@2srinnovations.com
Posted 3 days ago
1.0 - 3.0 years
4 - 8 Lacs
Bengaluru
Work from Office
About The Role : Job TitleTrade and Transaction Operator, NCT LocationBangalore, India Role Description Ensure the continued delivery of a robust and stable operating environment to support the Global Trade Services (GTS). Contribute to the overall operational strategy of GTS function and responsible for its effective implementation. Improve service delivery and productivity to maximise service quality and operational efficiency and minimising operational risk through the effective implementation of appropriate controls. Demonstrated commitment to continuous process improvement is required with good People management skills. This role is part of the Trading assistants which require the trade/risk to be captured on T0 basis. Critical task which involves constant interaction with the Trading Desk and Risk and PnL teams, Docs / Setts to ensure all the trades blottered by the desk are taken into risk for the day. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Sales Support function involving booking, consenting and confirmation of trades in external and internal platforms on T0 basis. Following up with Traders, Sales, Brokers, and Clients to ensure Trades are confirmed, cleared captured in the risk system. Liaison with Client/ Front Office / Docs / Settlements and ensuring exceptions are resolved in a timely manner. Monitoring the Front of Office system to make sure Sales Led Trades are captured correctly and confirmed by Client on timely manner. Resolving all inter-company breaks / system Reconciliation (FOBO) to ensure risk is not impacted for the traders. Supporting Sales desk along the entire trade lifecycle of the derivatives trade. Work with T+1 P&L teams to resolve any accounting differences from T0 P&L reporting. Understanding F2B system / process flow, streamlining and engineering processes to bring efficiencies. Complete ad hoc requests and projects for Sales desk. Monitor and escalate any Trade Capture/ issues that could potentially result in regulatory escalations for the bank. Should have strong knowledge on OTC derivatives trade life cycle preferably on Rates Derivative products. Reviews any exceptions raised by the team and/or escalated by the supervisor. Adherence to STARC standards and procedures and ensuring that there are no lapses or gaps in control. Ensure compliance to LOA. Distribute work, assign responsibilities, ensure appropriate staff levels, and provide necessary training. Ensure EOD controls. Demonstrate a proactive approach to all activities and create the environment for others to emulate this behavior. Develop knowledge across the team in order to provide as required, support/assistance to other teams. Share knowledge and provide appropriate training, guidance or coaching for the team. Your skills and experience Minimum of 5-7 years experience in derivatives or related products. Should have strong knowledge on derivative products CDS & Interest Rates Need to have complete understanding of trade life cycle. Need to be updated of regulatory changes & Market initiatives in derivatives product. Should own & resolve complex breaks independently and guide the team in resolving the same. Should be able to independently deliver on all organization mandates. Strong analytical skills, detail orientation, service commitment, and solid organizational and interpersonal skills. Ability to effectively maintain, coordinate, prioritize multiple tasks and projects. Must be prepared to work in a shift supporting US/UK business hours. Should be able to lead teams across time zones. Self-starter with ability to take things to their logical end. How well support you
Posted 3 days ago
2.0 - 5.0 years
9 - 14 Lacs
Mumbai
Work from Office
About The Role : Job Title TAS Client Service Analyst LocationMumbai, India Role Description OverviewBusiness Division Deutsche Banks Corporate Bank (CB) a market leader in cash management, trade finance & lending, securities services, and Trust & Agency Services. Focusing on the treasurers and finance departments of corporate and commercial clients and financial institutions across the globe, our universal expertise and global network allows us to offer truly integrated and effective solutions. OverviewBusiness CBs Trust and Agency Services (TAS) team, with offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore, and Tokyo has long been recognized as a leader in the provision of administrative and fiduciary services to the global debt and equities markets. It supports structures from the simplest to the most complex, covering Asset Backed Securities, CLOs and Managed accounts, Corporate Debt, Escrows, Project Finance, Loan Agency, and Depositary Receipts. The Corporate Trust business is responsible for a broad portfolio of conventional debt and securitization transactions and service teams are required to engage directly with transaction parties supporting the administration of structured and non-structured debt issuances in accordance with the contractual terms. OverviewRole This role is exciting and broad rangingthe successful candidate will have extensive interaction across the transaction value chain and will be a critical component of the end to end service delivery to the client on a day to day basis ensuring all requirements are met in an accurate and timely manner. Duties will include processing client transactions and instructions, maintaining internal systems, producing reports in support of the front office to ensure the client receives the best possible service at all times. The successful candidate will be required to cover European working hours supporting the US business Corporate title will depend on the relative experience of candidate. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Supporting the Corporate Trust US business across a portfolio of CLO deals within Structured Finance vertical Timely completion of client & deal management system records, for record keeping, document handling and revenue management - ensuring accuracy of data at all times Processing and settlement of deal related transactions - including account opening, payments, investments and securities settlements Interacting with deal parties including swap counterparties to ensure accurate and timely maintenance of deal portfolios and facilitating all necessary payment and reporting obligations Monitor and reconcile client ledgers, bank ledger, fee billing, late payment claims and other operational MIS break reports, providing regular feedback to client services management on all outstanding items Ensuring daily accuracy of all Structured Finance deal portfolios, including loading new assets & maintain existing collateral, swap & liability data in relevant applications, enabling client services account managers to run hypothetical trading scenarios on a timely basis Assistance in the preparation of periodic cash manager, investor and payment date reports and respond to any corporate action event requirements Timely escalation of client or operational problems to team leaders / department head as relevant Supporting fellow team members, team leaders and department head on an ongoing basis Any other duties or ad-hoc projects as required Your skills and experience Relevant experience in a similar role in investment banking or corporate banking administration Experience in CLO administration and/or loan operations A good understanding of the global financial services industry, Fixed income and Debt Capital Markets Familiarity with debt capital markets transaction documentation is advantageous, but not essential A practical knowledge of banking operations and an understanding of SWIFT / payment processing Basic accounting knowledge and / or strong reconciliation skills Experience at interacting widely through a financial services organization The ability to work under pressure, handle multiple priorities and work as part of a team as well as individually Fluent written and spoken English is essential You will be: An effective and concise communicator, both verbal and written Numerate and analytical with strong attention to detail Able to interact with people from different business/disciplines acting consistently throughout the organization. A team player with strong communication skills, a proactive mind-set and a professional attitude to delivery and client-focus Able to work in a challenging and rapidly changing business environment Able to adapt to complex financial and operational matters PC literate with good working knowledge of Microsoft Office products particularly MS Excel. Parts of the role will be using internal systems for which training will be provided Educated to degree level or similar How well support you
Posted 3 days ago
1.0 - 5.0 years
0 Lacs
haryana
On-site
As an Assistant Manager - Finance Operations at HSBC, you will play a crucial role in delivering Profit & Loss production, analysis, and commentaries, as well as Profit & Loss and balance sheet reconciliations for the Global Markets business. You will be responsible for ensuring the service delivery of Finance Product Control processes in line with agreed Service Level Agreements, focusing on operational risk management and maintaining a robust control environment. Your key responsibilities will include initiating and implementing quality projects to enhance operational efficiency, conducting continuous reviews of processes to identify areas for improvement, and supporting the people manager in day-to-day reporting requirements. In this role, you will collaborate with business partners across all levels, fostering strong relationships and acting as a key point of contact for Global Financial Centre Product Control in new initiatives. You will also be responsible for managing stakeholder relationships with In-country teams, including Operations, Risk, Finance, Senior Management, and Information Technology, ensuring compliance with regulatory reporting requirements such as SOX. To excel in this position, you should be a Qualified Chartered Accountant/Certified Public Accountant/Chartered Financial Analyst/Masters of Business Administration from a Tier I/II institute with at least 1+ years of experience or a Graduate in Commerce with 2+ years of relevant experience in Product Control or Global Markets environment. Knowledge of US GAAP, IFRS, IAS reporting framework and derivative products is essential. Proficiency in Microsoft Office Suite, especially Excel, Word, and PowerPoint, is required, with additional knowledge of Visual Basic, Access databases, macros, Python, and SQL being advantageous. Your role will also involve managing migrations of finance processes, working in diverse/multi-cultural environments, and demonstrating strong organization, time management, and prioritization skills. Excellent communication and presentation skills are mandatory for this role, along with good interpersonal skills, problem-solving abilities, attention to detail, and flexibility to work under pressure and in different time zones. Join HSBC and be part of a team where your contributions are valued, and your career can thrive.,
Posted 5 days ago
5.0 - 9.0 years
0 Lacs
pune, maharashtra
On-site
As a Managed Service Operations Analyst II at FIS, you will be responsible for working on CDO / CLO Products, conducting end-to-end cash reconciliation for CLO deals, investigating cash breaks, and collaborating with functional teams. You will also be involved in preparing reports for internal and external reporting, circulating manual documents, and forming partnerships with clients oversight & control groups, trading desks, and client services to ensure adherence to Standard Operating Procedures, Risk & Control Framework, and Service Level Agreements. Continuous improvement of services, control environment, and client experience will be a key focus, promoting a "we challenge" mindset. The ideal candidate for this position should hold a Bachelor's Degree in Commerce with 5-8 years of experience in financial services, preferably Syndicate loan operations (CDO/CLO). A good understanding of cash flow and reconciliation, along with domain knowledge of financial products like Syndicate Loans, CLO, CDO, Bonds, Bank loans, and MBS is mandatory. Hands-on experience in reconciliation (Cash, Stock), trade processing, and settlements is required, as well as a strong understanding of Capital markets, Reconciliation (Assets, Cash), Portfolio Accounting, and Security Setups. Excellent written and verbal communication skills are essential for effective collaboration. Additional qualifications that would be considered a plus include experience in Automation Projects, migration and onboarding of new clients, conducting projects for process improvement, in-depth knowledge of Syndicate Loan and Capital Market, and familiarity with tools such as Power BI, Power Query, and automation tools and methodologies. FIS offers a multifaceted job role with a high degree of responsibility, providing a broad spectrum of opportunities for professional education and personal development. As a part of FIS, you can expect a competitive salary and benefits, along with access to a variety of career development tools, resources, and opportunities. FIS, with a 50-year history in the financial services industry, is the world's largest global provider dedicated to financial technology solutions, serving clients across banking, capital markets, retail, and corporate sectors worldwide. Headquartered in Jacksonville, Florida, FIS has over 53,000 employees globally, serving more than 20,000 clients in over 130 countries. FIS is a Fortune 500 company and a member of the Standard & Poor's 500 Index. FIS is deeply committed to safeguarding the privacy and security of all personal information processed to provide services to clients. For specific details on how FIS ensures the protection of personal information online, please refer to the Online Privacy Notice available on the FIS website.,
Posted 5 days ago
2.0 - 5.0 years
3 - 5 Lacs
New Delhi, Lucknow, Jaipur
Work from Office
Key responsibilities Execute client orders on NSE/BSE terminals. Drive higher trading volumes and ensure frequent client activity. Advise clients on investment strategies and distribute wealth products (MF, PMS, Insurance, Bonds, CorporateFDs, NCDs, etc.). Monitor client exposure limits and resolve market/investmentrelated queries. Generate new business and expand the client base. Ensure full adherence to all internal and regulatory compliance requirements. Role & responsibilities Thanks & Regards Gaurav Srivastava Cell:+91-8470085479 / +91- 9354549772 Email : gaurav@protonlogics.in www.protonlogics.in
Posted 5 days ago
1.0 - 6.0 years
1 - 4 Lacs
Bidar, Puttur, Vijayapura
Work from Office
Lead and manage the activities of sales team Identify business opportunities & Build strong client relationships Implement sales strategies by analyzing market trends Monitor sales targets & team performance Meet & exceed revenue targets Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 6354326108 Sr HR Shubham Y. Perks and benefits On Roll - Full Time Insurance Career Mediclaim
Posted 5 days ago
1.0 - 6.0 years
1 - 4 Lacs
Karur, Puducherry, Thanjavur
Work from Office
Lead and manage the activities of sales team Identify business opportunities & Build strong client relationships Implement sales strategies by analyzing market trends Monitor sales targets & team performance Meet & exceed revenue targets Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 6354326108 Sr HR Shubham Y. Perks and benefits On Roll - Full Time Insurance Career Mediclaim
Posted 5 days ago
1.0 - 6.0 years
1 - 6 Lacs
Kolhapur, Panaji, Karad
Work from Office
Manage insurance sales through brokers Motivate team for sales Support advisors through training & joint sales calls. deliver new business & renewal business through advisors. Identify new opportunities for cross-selling and upselling life insurance. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 87994 05567 Sr HR Anandi S Perks and benefits On Roll - Full Time Insurance Career Mediclaim
Posted 5 days ago
3.0 - 7.0 years
0 Lacs
chennai, tamil nadu
On-site
The ideal candidate for this position should possess a strong working knowledge of Investments and Excel expertise. It is essential to have a basic understanding of investment products. Previous experience in a bank, particularly in back-end operational roles and familiarity with the bank's core banking system, is highly desirable. As a part of the team supporting the product manager for Structured Product Solutions, your responsibilities will include managing various activities such as reconciliation, liaising with Operations and Treasury trading desks, tracking product maturity and auto calls, preparing product term sheets, and monitoring MIS. The role will also involve working with bonds, mutual funds, securities, preparing MIS reports, conducting system checks, handling banking system operations, settlements, back-end operations team coordination, wealth operations, and investment products. Candidates with a background in the banking industry, especially with experience in Investments, will be preferred for this role.,
Posted 6 days ago
5.0 - 10.0 years
9 - 14 Lacs
Chennai
Work from Office
Experience: 5-12 years of experience in software development and hands-on experience with a variety of other technologies. Relevant Experience: Experience working with open-source technologies, cloud-based technologies, and database systems. Strong knowledge of software development lifecycle, testing methodologies and tools, and software development best practices. Experience with Agile methodologies and working in cross-functional teams. Summary: The Associate Specialist Other Technologies will be responsible for supporting and contributing to the development of software solutions for clients. The candidate will have the opportunity to work with a variety of cutting-edge technologies and contribute to the development of innovative solutions. Key Skills: Strong problem-solving skills and ability to work in a fast-paced environment Proficiency in a variety of programming languages and experience with multiple technology stacks Good communication and interpersonal skills Ability to learn new technologies quickly Team player with a positive attitude and strong work ethics Requirements: Bachelor's degree in Computer Science, Engineering, or a related field XX years of experience in software development Hands-on experience with open-source technologies, cloud-based technologies, and database systems Strong knowledge of software development lifecycle, testing methodologies, and tools Responsibilities: Work with clients to understand their business requirements and develop software solutions to meet those requirements Design, develop, test, and implement software solutions Work closely with the project team and contribute to the development of software solutions using a variety of technologies Troubleshoot and resolve technical issues in a timely manner Participate in code and design reviews to ensure software solutions meet high-quality standards Stay up-to-date with the latest technology developments and trends and share knowledge with the team.
Posted 6 days ago
5.0 - 10.0 years
25 - 30 Lacs
Gandhinagar
Work from Office
Management of Liquidity Oversee overnight liquidity, including the operations of NOSTRO accounts. Deal with interbank counterparties to carry out lending and borrowing. Track and evaluate cash flows from a variety of sources on a daily and forecasted basis. Make a plan for medium- and long-term liquidity. Maintain regulatory ratios (LCR, NSFR, etc.) and control liquidity gaps. Management of Markets profound knowledge of treasury products and financial markets. For the best returns, manage your investment book.
Posted 6 days ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
As a Relationship Manager - Wealth with a minimum of 3 years of experience, you will be responsible for acquiring and managing clients for various investment products such as Mutual Funds, Stock Markets, Insurance, and other financial instruments. Your role will require you to possess a strong understanding of investment strategies and be able to confidently address queries related to Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management. To be considered for this role, you should hold a Bachelor's degree in Commerce (B.Com) or an MBA in Finance with a good knowledge of Mutual Funds. Additionally, possessing certifications such as Chartered Wealth Manager (CWM), Certified Financial Planner (CFP), AMFI Mutual Funds certification, or NISM Dealer Module would be advantageous. Your primary responsibilities will include managing and growing a portfolio of High Net Worth Individual (HNI) clients by offering expert investment advice, wealth planning, and personalized financial solutions. You will be required to build and maintain strong relationships with clients, provide advice on various investment products, conduct regular portfolio reviews and risk assessments, onboard new clients, offer customized investment solutions, and stay updated on market trends and regulatory changes. In summary, as a Relationship Manager - Wealth, you will play a crucial role in client acquisition and retention through the delivery of tailored financial solutions and investment advice to HNI clients.,
Posted 1 week ago
6.0 - 10.0 years
0 Lacs
chennai, tamil nadu
On-site
The Securities & Derivative Analyst 1 is an entry-level position that involves processing orders and transactions from trading desks and branch offices in coordination with the Operations - Transaction Services team. Your main responsibility will be to assist in the clearance, settlement, and investigation of client securities and derivatives transactions. You will be expected to have excellent working knowledge of trade initiation & execution, trade capture, trade enrichment, contract note confirmation, and trade settlements. Additionally, a comprehensive understanding of products such as Equities, Bonds, MLI, Structure Products, etc., with a focus on trade initiation through settlements is essential. Proficiency in swift formats Mt540, Mt541, Mt542, Mt543, Mt202, Mt210, and MT103 is required. Monitoring failed trades, ensuring fund transfers before RTGS cut-off, achieving seamless settlements, and understanding market nuances across various markets are also part of the job responsibilities. You will be required to handle critical events with a robust control environment to mitigate operational and regulatory risks effectively. A solid grasp of the Corporate Action working model from a Global Custodian or Middle office perspective is necessary. Comprehensive processing knowledge of all Corporate Action types - Mandatory, Voluntary & CHOS will be expected from you. Qualifications for this role include 6-8 years of relevant experience, a fundamental understanding of the operating model of Corporate Action, and a proven ability to handle various concurrent activities/projects in a high-risk environment. The ability to thrive in a fast-paced work environment is crucial. Ideally, you should hold a Master's Degree/University degree or possess equivalent experience in Business, Accounting, or Finance. This job description offers a high-level overview of the primary tasks involved in this role. Additional job-related duties may be assigned as required. If you are a person with a disability and require a reasonable accommodation to use our search tools or apply for a career opportunity, please review Accessibility at Citi. You may also refer to Citi's EEO Policy Statement and the Know Your Rights poster for further information.,
Posted 1 week ago
0.0 - 3.0 years
0 Lacs
maharashtra
On-site
The Financial Advisor role involves being in touch with investors over the phone and updating them about the latest ongoing schemes, which include Mutual Funds, Bonds, etc. You will assist investors in making wise investment decisions based on various factors. Business development and acquiring new investors are key criteria for performance evaluation. As a Financial Advisor, you are required to have a minimum of a graduate degree from any stream. Freshers are encouraged to apply for this position. The remuneration for this role will be as per company norms. The working days for the first 6 months are Monday to Saturday, and after 6 months, you will have alternate Saturdays off. Candidates from the western line of Mumbai are preferred for this position. This is a full-time job opportunity with benefits such as leave encashment and Provident Fund. The educational requirement for this role is a Bachelor's degree, and having a total of 1 year of work experience is preferred. If you meet the qualifications and are interested in working as a Financial Advisor, we encourage you to apply for this position.,
Posted 1 week ago
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