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6.0 - 11.0 years
13 - 17 Lacs
gurugram
Work from Office
Project description We have been engaged by a large Australian Bank to provide resources to their Calypso program. We are seeking an experienced Calypso Developer to join our team. This role involves working on Calypso platform enhancements, customizations, and integrations for our financial services clients. The ideal candidate will be responsible for developing, implementing, and supporting critical components of the trading and risk management system. This is a hybrid role requiring 3 days of work from the office. Responsibilities Design, develop, and enhance Calypso modules and workflows based on business requirements. Implement and maintain customizations, extensions, and integrations w...
Posted 16 hours ago
0.0 years
0 Lacs
mumbai, maharashtra, india
On-site
Fund Transfer Pricing, AVP Position Overview In Scope of Position based Promotions (INTERNAL only) Job Title: Fund Transfer Pricing Location: Mumbai, India Corporate Title: AVP Role Description Balance Sheet Management is responsible for developing Deutsche Bank's funding strategy, developing analytical tools to ensure balance sheet deployment efficiency is continually improved and for ensuring consistent messaging from Treasury taking into account all constraints faced by the bank. Given this mandate the Balance Sheet Management function also co-ordinates the CFO chaired Group Asset and Liability Committee. Fund Transfer Pricing is an important tool for managing the Bank's balance sheet str...
Posted 1 day ago
5.0 - 10.0 years
0 Lacs
hyderabad, telangana, india
On-site
SUMMARY: - The Branch Manager plays a pivotal role in managing the branch's operations, driving growth and ensuring that it operates within the boundaries of legal and ethical standards along with having a strong understanding of financial markets, excellent leadership and communication skills, and the ability to make strategic decisions to achieve the branch's goals. PRIMARY JOB RESPONSIBILITIES Recruit, induct, handhold, facilitate, motivate & retain Team Members Ensuring smooth operations and achieving the revenue & profitability targets of the Branch Ensure individual and team performance as per norms Ensure compliance as per various regulators and organization guidelines Client acquisit...
Posted 1 day ago
1.0 - 5.0 years
0 - 0 Lacs
karnataka
On-site
You will be responsible for the role of Financial Planner - UK in the company, where you will be required to perform the following key responsibilities: - Understanding the product and preparing customized financial plans, monitoring, and updating them regularly. - Coordinating with Paraplanners on scenario analysis and case studies as per client needs. - Coordinating with various providers of financial products to compare, analyze, and finalize suitable products. - Accompanying the advisory team for meetings and reviews. You should possess in-depth knowledge of various financial products such as Insurance, health, life, mutual funds, bonds, PPF, etc. Additionally, excellent communication sk...
Posted 1 day ago
5.0 - 9.0 years
0 Lacs
maharashtra
On-site
As a Relationship Manager in the Marketing department, your role will involve acquiring preferred clients (HNI/Ultra HNI) and maintaining strong client relationships to generate AUM (Assets Under Management) from them. You will advise HNI/Ultra HNI clients on their Investments, manage their financial portfolio, and deepen the wallet from existing clients. Your responsibilities will include coordinating with the product and research team to make investment decisions for clients. Additionally, you will be involved in organizing seminars, workshops, and other business development activities. Achieving budgeted targets in terms of the number of clients, volume of business, and assets will be a k...
Posted 1 day ago
2.0 - 5.0 years
4 - 8 Lacs
bengaluru
Work from Office
Job Overview: We are seeking a motivated and results-driven Customer Acquisition professional to join our growing team at Jiraaf.com. The primary responsibility of this role is to engage with registered leads, guide them through the KYC process, and convert them into first-time investors on our platform. The ideal candidate will have a passion for customer engagement, strong communication skills, and a proven track record in B2C or D2C fintech environments, preferably in equity, mutual funds, bonds, or debt markets. Key Responsibilities: Lead Engagement and Conversion: Actively engage with registered leads via phone calls, emails, and other communication channels to build trust and guide the...
Posted 1 day ago
1.0 - 6.0 years
6 - 10 Lacs
ahmedabad, vadodara, mumbai (all areas)
Work from Office
Role & responsibilities Candidate will be Responsible for Direct Sales of Demat account and Retail accounts acquisition for equity and currency. Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF Responsible for generating revenue from Third party product like Insurance, Bonds, FDs Develop and maintain a Long-term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business. Will need to be constantly updated with the market knowledge Ensure all the activities are in adherence as per compliance. Preferred candidate profile 1-6 Years (Lead generation role) Pre. Industry - Wealth Management Companies
Posted 2 days ago
1.0 - 2.0 years
2 - 3 Lacs
hyderabad
Work from Office
We're looking for a talented individual with expertise in the share market, excellent communication skills, and strong writing abilities to join our team. The ideal candidate will be able to leverage their knowledge to drive business growth and communicate effectively with stakeholders. *Key Responsibilities:* 1. Analyze and stay up-to-date with market trends and developments. 2. Develop and implement strategies to drive business growth. 3. Write clear, concise, and engaging emails to various stakeholders. 4. Communicate effectively with internal and external stakeholders. *Requirements:* 1. Strong knowledge of the market and its operations. 2. Excellent communication and interpersonal skill...
Posted 3 days ago
7.0 - 12.0 years
12 - 22 Lacs
chennai
Hybrid
WE'RE HIRING!! Job Title: #ReconciliationChangeManager #Intellimatch We are hiring a #ReconciliationChangeManager to lead and support reconciliation change projects across BP2S & CIB. This role will focus on Intellimatch implementation, system migrations, stakeholder coordination, and performance optimization of reconciliation processes. Experience: 7-12 Years Job Description: *7+ years’ experience in financial operations or reconciliation projects *Strong hands-on experience with Intellimatch (mandatory) *Good knowledge of financial products (Equities, Bonds, etc.) *Proficient in Excel (VBA preferred), Quality Center, 2Strack Key Responsibilities: *Manage onboarding and migration of reconci...
Posted 3 days ago
5.0 - 9.0 years
0 - 0 Lacs
vadodara, gujarat
On-site
As a part of Dhanesvari Commodities Pvt Ltd, your role will involve the following responsibilities: - Making new clients and encouraging investments in various financial instruments such as Mutual Funds, Equity Market, Bonds, Fixed Deposits, Life Insurance, and Health Insurance. - Collaborating with HR managers of Companies and Associations to organize webinars on Tax Planning and Advance Portfolio Management. - Coordinating with asset management companies and life insurance companies to enhance client service. Qualifications required for this role include: - Education background in BBA, BCOM, MBA, or MCOM. Please note the following salary brackets based on education level: - For Graduates: ...
Posted 6 days ago
5.0 - 9.0 years
0 Lacs
navi mumbai, maharashtra
On-site
As a Manager in Capital Markets & Investment Banking Advisory at Visure Investment Affairs Pvt. Ltd., your role will involve leading and executing various capital market transactions, advising clients on equity fundraising strategies, and ensuring compliance with regulatory guidelines. You will be responsible for managing end-to-end deal execution, conducting financial analysis, and developing relationships with key stakeholders in the industry. Key Responsibilities: - Lead capital market transactions such as IPOs, Rights Issues, QIPs, Preferential Allotments, and Bonds. - Advise clients on equity fundraising strategies, market positioning, and transaction structuring. - Ensure compliance wi...
Posted 6 days ago
1.0 - 5.0 years
6 - 9 Lacs
gandhinagar
Work from Office
About The Role Dealer GIFT City Branch Department BMU Location Gandhinagar Number of Positions 01 Reporting Relationships VP GIFT City Position Grade M5 / M6 Kotak Mahindra Bank Gift City Branch is the International Financial Services Center Banking Unit [IBU] set up in Gujarat International Finance Tec - (GIFT) City. It deals with non-individual entities across the globe for their funding (Non INR) requirements; extending ECBs to Indian corporates, Trade and other transaction banking products. The Treasury function at KMB GIFT City is responsible for balancing and managing the daily cash flow and liquidity of funds for the Kotak GIFT City , and ensures that all parts of the associated areas...
Posted 6 days ago
3.0 - 8.0 years
6 - 15 Lacs
new delhi, ahmedabad, mumbai (all areas)
Work from Office
Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings & achieve business target. Interested can share Resume on HR 6352492572
Posted 6 days ago
1.0 - 5.0 years
6 - 9 Lacs
gandhinagar
Work from Office
About The Role Dealer GIFT City Branch Department BMU Location Gandhinagar Number of Positions 01 Reporting Relationships VP GIFT City Position Grade M5 / M6 Kotak Mahindra Bank Gift City Branch is the International Financial Services Center Banking Unit [IBU] set up in Gujarat International Finance Tec - (GIFT) City. It deals with non-individual entities across the globe for their funding (Non INR) requirements; extending ECBs to Indian corporates, Trade and other transaction banking products. The Treasury function at KMB GIFT City is responsible for balancing and managing the daily cash flow and liquidity of funds for the Kotak GIFT City , and ensures that all parts of the associated areas...
Posted 6 days ago
2.0 - 5.0 years
0 - 0 Lacs
mumbai city
On-site
JD 1. Client Handling 2. Consult them financially on the latest trends in domestic bond market 3. Solve their concerns and questions related to buying/selling of bonds 4. Help clients understand different options available for buying/selling bonds on the bondskart platform 5. Interact with the transaction execution team to close the orders from the clients 6.Keep existing clients updated with the latest trends in global bonds market 7. Increase buying/selling activity within your existing clients by sharing information on the latest bonds that match their investment requirements
Posted 6 days ago
3.0 - 8.0 years
0 - 0 Lacs
mumbai city
On-site
Role Designation: Wealth Manager Department: Investment Products Function: Sales/Wealth Management Reporting to: Cluster Manager Location: Mumbai Maharashtra CTC 10 to 15 LPA Job Purpose The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products Meet the required AUM, investor acquisition and AUM targets for given area. Ensure the timely delivery ...
Posted 6 days ago
3.0 - 8.0 years
0 - 0 Lacs
mumbai city
On-site
Role Designation: Wealth Manager Department: Investment Products Function: Sales/Wealth Management Reporting to: Cluster Manager Location: Mumbai Maharashtra CTC 10 to 15 LPA Summary The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products Meet the required AUM, investor acquisition and AUM targets for given area. Ensure the timely delivery of c...
Posted 6 days ago
1.0 - 2.0 years
4 - 6 Lacs
mumbai
Work from Office
Pvt Client Group Advisor B2B Franchisee Partner Alliance , Equity & Investment Products 1) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. 4) Ensure best services to the Partners (Franchisees, IFAs). 5) Help distributors on joint calls. Location-Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Jaipur,Indore,Kochi,Delhi, Ahemdabad, Trivendrum
Posted 6 days ago
2.0 - 6.0 years
4 - 8 Lacs
hyderabad
Work from Office
PCG Advisor, B2B Franchisee Partner Alliance - Equity & Investment Products 1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. Candidate Profile 1). Should be from Equity Broking Industry with minimum of 2 years of experi...
Posted 6 days ago
2.0 - 6.0 years
4 - 8 Lacs
ahmedabad
Work from Office
1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. 1. Should be from Equity Broking Industry with minimum of 2 years of experience. 2. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. 3. Experience...
Posted 6 days ago
1.0 - 2.0 years
3 - 4 Lacs
varanasi
Work from Office
1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Location: Chandigarh,Mumbai,Chennai,Hyderabad,Bengaluru,Kolkata,Delhi
Posted 6 days ago
2.0 - 6.0 years
4 - 8 Lacs
mumbai
Work from Office
PCG Advisor, B2B Franchisee Partner Alliance - Equity & Investment Products 1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. Candidate Profile 1). Should be from Equity Broking Industry with minimum of 2 years of experi...
Posted 1 week ago
2.0 - 6.0 years
4 - 8 Lacs
bengaluru
Work from Office
1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. 1. Should be from Equity Broking Industry with minimum of 2 years of experience. 2. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. 3. Experience...
Posted 1 week ago
1.0 - 5.0 years
3 - 7 Lacs
ahmedabad
Work from Office
1) Achieving planned annual Secondary Bonds Volume Target by facilitating deals for Sales Team 2) Providing clarifications & required support to the team about Bond sourcing, process to be followed & assistance in deal closures 3) Sourcing of Secondary Bond rate from various market participants and preparing quotes 4) Sharing Bond quotes with team on daily basis 5) Identifying new bond opportunities and information sharing with team 6) Preparing sourcing specific bond cash flows and facilitating deal closures by coordinating with Sales team IFDs Location: Kochi,Ahmedabad,Pune,Lucknow,Indore,Surat,Coimbatore
Posted 1 week ago
8.0 - 12.0 years
0 Lacs
maharashtra
On-site
You will be responsible for catering to the fixed income requirements of clients in the primary & secondary bond market by utilizing opportunities available through Reuters Messenger, Emails, and Calls to a set of investors in the fixed income market. Your role will involve developing and maintaining long-term relationships with customers and investors to ensure a high level of retention, as well as meeting various clients to understand their debt portfolio and fixed income requirements regularly. Key Responsibilities: - Originate deals from the market through Calling/Emails/Reuters messenger on a daily basis - Profile, advise, and prepare model debt portfolios for clients - Maintain Cash Fl...
Posted 1 week ago
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