285 Bonds Jobs - Page 11

The role would require to train, enable and influence branch team to sell investment products – MF, PMS, AIF, PE and SP. Doing joint meetings with HNI customers of branch teams for cross sell Required Candidate profile Excellent communication, presentation and relationship management skills. Preferred industry back ground: Wealth Management, Banking, Investment Counselling Call @ sania-8904572159/9113961458

Role & responsibilities Manage the existing customers mapped to you in terms of sales & servicing Interact with customers who show interest in lead based campaigns with an objective of converting their interest into a transaction Responsible for the Cross selling of the Third Party distribution products viz. Corporate Fixed Deposits, Bonds, Mutual Funds and other distribution products Explain finer details of the product to the customer and assist them in completing the transactions online Meeting KRA targets in terms of Calling & Business activity which includes, dial-outs (this is not a field job), unique customers contacted and business conversions in terms of transactions, value & net revenue generation Generate references from existing mapped customers for New Account sourcing Building and maintaining long-lasting business relationships with customers Preferred candidate profile Experience : 1 - 4 Years in securities/broking (PG/MBA freshers can apply) Education : Graduation / PGDM / MBA NISM 8 certified (mandatory) Mail CVs on : owais.pathan@sbicapsec.com

Overview: We are seeking a Wealth Platform Operations Executive to manage end-to-end operational processes, including client acquisition, onboarding, trade execution, reconciliation, compliance management, reporting, and documentation. The ideal candidate should have a strong understanding of wealth management operations, regulatory compliance, and client servicing. Key Responsibilities: Client Acquisition & Onboarding: Support business development by assisting in acquiring new clients for the wealth platform. Conduct KYC verification and due diligence as per regulatory norms. Ensure seamless onboarding by handling documentation and account setup. Coordinate with clients and relationship managers to resolve onboarding issues. Foster strong relationships with prospective clients to increase engagement and investment opportunities. Trade Execution & Processing: Process investment transactions across multiple asset classes, including but not limited to Mutual Funds, PMS, AIFs, Bonds, Structured Products, Mortgage products and other financial instruments. Ensure accurate and timely order placement, confirmation, and settlement. Coordinate with fund houses, custodians, and clearing agencies for trade processing. Monitor and rectify failed or rejected transactions. Reconciliation & Compliance Management: Perform daily reconciliation of client transactions, holdings, and fund NAVs. Ensure all trades and investments comply with SEBI, AMFI, and other regulatory guidelines. Maintain adherence to company policies and risk management frameworks. Ensure proper audit trails and documentation for regulatory inspections. Client Servicing & Support: Address client queries regarding transactions, holdings, fund performance, and portfolio updates. Provide investment reports, periodic account statements, and other relevant details. Coordinate with RM/Wealth Advisors to provide seamless support. Manage requests related to redemptions, switches, and systematic transactions (SIP/STP/SWP). Reporting & Documentation: Generate MIS reports for management on client portfolios, transactions, and revenue analytics. Maintain detailed records of client interactions, transactions, and compliance documents. Prepare regulatory filings and investor communications as required. Ensure timely reporting of commissions, AUM status, and revenue tracking for distributors. 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.

Job Summary: We are seeking a dynamic and results-oriented Salesperson to join our team in Wealth products. The ideal candidate will be responsible for driving sales, fostering client relationships, and expanding our market presence in this sector. Responsibilities: Client Acquisition & Management: Identify and onboard new clients through lead generation and networking. Build and maintain strong relationships with clients to ensure customer satisfaction. Sales & Revenue Generation: Promote and sell wealth products, including Mutual funds, Insurance (Life Insurance, General Insurance, Loan (Home Loan, Personal Loan, Business Loan), Bond, AIF and PMS. Product Knowledge: Develop in-depth knowledge of wealth management products and services offered by the company. Stay updated on market trends and product changes to provide accurate information to clients. Consultative Selling: Understand client needs and recommend suitable investment options based on their financial goals. Provide after-sales service to ensure a seamless customer experience. Compliance: Ensure adherence to regulatory and company compliance requirements during sales processes. Market Insights: Stay informed about industry trends, competitor activities, and regulatory changes to identify new sales opportunities and market developments. Provide feedback to internal teams on market dynamics and customer preferences to inform product development and marketing strategies.

Corporate Title: Associate Role Description 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. This role is exciting and broad ranging: the 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 always receives the best possible service. The successful candidate will be required to cover European working hours supporting the EMEA business. Corporate title will depend on the relative experience of candidate Overview: 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. Trust and Agency Service (TAS): With offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore and Tokyo, the Trust and Agency Services team at Deutsche Bank 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. Your key responsibilities Supporting the Corporate Trust EMEA 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 service 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.

Overview: Deutsche Banks Corporate Bank (CB) a market leader incash management, trade finance & lending, securities services and Trust & Agency Services. Focusing on the treasurers and finance departments of corporate and commercial clients and financial institutionsacross the globe, our universal expertise and global network allows us to offer truly integrated and effective solutions. Trust and Agency Service (TAS): With offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore and Tokyo, the Trust and Agency Services team at Deutsche Bank 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. Summary: 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. This role is exciting and broad ranging: the 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 EMEA business Corporate title will depend on the relative experience of candidate. Your key responsibilities Supporting the Corporate Trust EMEA 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

We are seeking highly motivated and experienced who can lead and build a team to perform design implementation (PnR) and required signoff verifications of full chip and/or digital blocks using ASIC design flow (Gate2GDSII or RTL2GDSII), Job Description Hands-on and rich experience of implementing (PnR) complex full chip/SOC and digital blocks using Synopsys state of the art Gate to GDSII ASIC design flows mainly including Design Initialization, IO and bump placement, RDL routing, Power planning, Floor planning/Macro placement, Scan-chain reordering, CTS, Route and chip finishing steps Perform design partitioning to enable hierarchical design flow implementation Perform bump placement and RDL routing working closely with package substrate design team to achieve package signoff closure and meeting reliability (EMIR and SI/PI) targets Perform Physical Implementation of full chip and digital blocks starting from gate netlist till gds out Perform signoff verifications including Layout verifications (DRC, LVS, Antenna) and Reliability verifications (EMIR, ESD) of the full chip along with the digital blocks Ownership of writing MCMM and UPF for the full chip and digital block designs Work with Synthesis team to provide feedback on SDC for alignment/cleanup as required Provide handoff data to enable signoff closures like STA, Formality, Layout and Reliability verification To work closely with signoff teams to ensure timely closure of all signoff stages To adapt and maintain design flows required for automated execution of state-of-the-art implementation of full chip and digital blocks Provide regular status of design implementation using KPI at each stage of the flow indicating completion and signoff Job Requirements Excellent understanding of Digital design architectures and synchronous high speed interfaces including concepts of FIFO, PHY and Redundancy JTAG and APB interface implementation experience is a must Expertise and in-depth understanding of the ASIC Physical design flow steps of starting from Gate netlist for full chip Excellent Understanding of IP library CAD data and views (lef, liberty, Verilog, Experience in Synthesis flow and DFT insertion with Fusion Compiler is a definite plus Experience in implementing Boundary scan (BSDL) is desirable Experience in working on IO integration with Wire-bond or Flip-chip design is a must Exposure to Synopsys Tool set (such as FC/ICC2, Primetime, Formality, ICV) is a must including Ansys Redhawk Hands-on experience in writing automations using scripting languages like tcl, python and perl is a must Exposure to leading foundries such as TSMC, Intel, Samsung and GF FinFET technologies and designs is desirable Experience in Testchip implementation and ATE/Bench testing exposure is a plus Experience : 15+ years of Relevant experience in Physical design domain and Tapeouts Education : b-e/b-tech/m-tech in ECE/EE

About Jiraaf Jiraaf is Indias largest fixed income platform. At Jiraaf, our mission is to revolutionize wealth creation by democratizing access to fixed income products which includes listed bonds, FD, SDIs/PTCs etc., through our easy-to-use online bond platform. We empower individual investors to earn risk-adjusted returns by participating in high-quality listed investment opportunities which were earlier available to only ultra HNIs/Family offices. We are a SEBI registered platform thereby ensuring transparency, trust, and compliance. Join us on our journey to redefine wealth creation and financial prosperity for all. Website Link: https://www.jiraaf.com/ Role Overview We are seeking a results-driven Senior Manager/Manager B2B Sales to drive the distribution and sales of fixed-income products across institutional and semi-institutional investor segments. This strategic role involves expanding our investor base, driving credit sales, and actively engaging with key stakeholders such as institutional investors, ultra-HNIs, wealth managers, and corporate treasuries. The ideal candidate will have a strong background in fixed-income product sales, including corporate bonds, NCDs, debentures, and structured debt instruments. They should be self-starter with a proven ability to close high-value transactions, support deal syndication, and build long-term investor relationships. Comfort with a high-performance environment and willingness to travel is essential to succeed in this role. Key Responsibilities 1. Own end-to-end sales cycle: Prospect, pitch, negotiate, and close sales of fixed-income products including: Corporate Bonds (Investment-Grade & High-Yield) Non-Convertible Debentures (Public & Private) Structured Notes / MLDs Subordinated / Perpetual Debt Instruments 2. Grow Investor Base: Build and manage strong B2B relationships with: Institutional Investors (Mutual Funds, Insurance Companies, AIFs) Wealth Management firms and IFAs Family Offices & Ultra-HNIs Corporate Treasuries & Wealth Management Platforms 3. Active Deal Syndication: Pitch live deals and upcoming issuances Drive investor participation and lead book-building process Provide real-time feedback on pricing and appetite 4. Revenue & Target Ownership: Meet and exceed quarterly sales and revenue KPIs Ensure repeat transactions and long-term engagement from key investor accounts 5. Market Intelligence: Track market movements, investor behavior, and product trends Offer insights into origination and structuring teams to refine offerings 6. Cross-functional Collaboration: Work closely with structuring, legal, and compliance teams to ensure smooth transaction execution 7. Travel as needed to strengthen relationships and close deals Key Requirements 5 - 7 years of relevant experience in fixed income sales / capital markets / DCM / wealth distribution Strong network of institutional, HNI, and corporate investors in fixed-income space Demonstrated ability to close high-value transactions and meet sales targets Excellent communication, negotiation, and client-handling skills Solid understanding of SEBI/RBI regulations, exchange listings, and debt market infra (e.g., NSDL, BSE/NSE) Background in NBFCs, investment banks, wealth-tech or fintech platforms preferred MBA / CA / CFA or equivalent professional qualification

Head B2C Marketing & Sales for Investment Products (Pan India Responsibility) Build the entire vertical Strategy&Execution Required Candidate profile Senior Leader with excellent track record in BFSI Sector Proven skills to increase Market share for innovative products & Service Must have handled PAN India responsibility Built & led large teams Perks and benefits Excellent Remuneration and Perks.

Role & responsibilities Revenue Generation : - Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products . Role description - Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships Portfolio management : - Review individual account relationships to determine the banking and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate products etc. and bank-related products & services Product Advice - Participate in development of new product/services matched to client needs basis client feedback/market intelligence - Leverage product & investment experts to generate product specific investment ideas for clients Processes - Ensure proper documentation for smooth transaction execution and customer service - Ensure processes are consistent with defined compliance norms - Prepare detailed KYC reports of client Knowledge - Build knowledge on available products coordinate with product/investment/ advisory/research group - Strong Customer Relationship Management skills, able to acquire clients around specific product offerings - Strong verbal and structured communication to ensure that the client is mentored properly. Viveka Lakshmi-Axis Bank HR 7842852532 pulagum.lakshmi@axisbank.com

Drive sales and build long-term relationships with HNWIs and UHNWIs. Recommend investment solutions aligned with client goals. Ensure compliance and provide excellent client service.

1) Drive a team of wealth manager to 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) Through team and self contribution 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) Conduct periodic trainings on products and process for the team 6) Joint calls with Relationship Managers/Team 1) . 5+ Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling Skills : - Team Management, Wealth Management , Knowledge of - MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Product Location : - Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai

Regional Head Independent Financial Distributor(IFD/ IFA) Channel, Secondary Bond & Fixed Income Securities 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 7)Experience & Knowledge of Secondary Bond Market and other Fixed Income Securities, Handling IFDs, IFA, Franchisee Channel 1) Minimum 5 Years in sales of Seconday Bonds and Fixed Income Securities. 3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of B2B Channel ( IFD/ IFA, Franchisee, Partner Relation) 4) IT Skills: MS Office and Business Intelligence Applications _ Location-Chennai,Mumbai,Bengaluru,Kochi,Ahmedabad,Pune,Lucknow,Indore,Surat,Coimbatore,Hyderabad & Telangan, Vadodra, Trivendrum

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- Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Chennai,Hyderabad, Bengaluru, Kolkata,Delhi 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling

Regional Head Independent Financial Distributor(IFD/ IFA) Channel, Secondary Bond & Fixed Income Securities 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 1) Minimum 5 Years in sales of Seconday Bonds and Fixed Income Securities. 2) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of B2B Channel ( IFD/ IFA, Franchisee, Partner Relation) 3) IT Skills: MS Office and Business Intelligence Applications Skills : - Bonds, Secondary Bonds, Fixed Income Securities, IFD, IFA, Franchisee, Partner Alliance Experience & Knowledge of Secondary Bond Market and other Fixed Income Securities, Handling IFDs, IFA, Franchisee Channel Location : - Telangan, Vadodra, Trivendrum, Bengaluru, Kochi, Ahmedabad, Pune, Lucknow, Indore, Surat, Coimbatore

VP/ AVP NRI Desk , Pvt Client Group, Equity Broking 1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing / acquired NRI clients of Dubai & other offshore location Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader, who is able to hire and train new Relationship Managers 8) Strong analytical skills to interpret business information 9) 8+ Years in sales of investment products like Equity Stock Broking and Mutual Funds, PMS, AIF. 1) Handling Team of NRI Relationship Managers 2) Domain Knowledge of Products like Equity Stock Broking, PMS, Mutual Funds, AIF, Bonds, 3) Experience in handling B2C & B2B Location : - Telangana, Delhi, Trivendrum, Vadodra, Hyderabad, Kolkata, Ahmedabad, Kochi, Coimbatore, Pune, Indore

Regional Head Independent Financial Distributor(IFD/ IFA) Channel -Secondary Bond & Fixed Income Securities 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 Experience & Knowledge of Secondary Bond Market and other Fixed Income Securities, Handling IFDs, IFA, Franchisee Channel 1) Minimum 5 Years in sales of Seconday Bonds and Fixed Income Securities. 3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of B2B Channel ( IFD/ IFA, Franchisee, Partner Relation) 4) IT Skills: MS Office and Business Intelligence Applications Location : - Telangan, South , Vadodra, Trivendrum, Hyderabad,Chennai,Bengaluru,Kochi,Mumbai,Ahmedabad,Pune,Lucknow,Indore,Surat,Coimbatore

1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing / acquired NRI clients of Dubai Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader, who is able to hire and train new Relationship Managers 8) Strong analytical skills to interpret business information Exp.-10+ Years in sales of investment products like Mutual Funds, PMS, AIF, Stock Broking) 1) Handling Team of NRI Relationship Managers 2) Domain Knowledge of Products like PMS, Mutual Funds, AIF, Bonds, Stock Broking 3) Experience in handling B2C & B2B Location- Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, Ahmedabad, Kochi, Coimbatore, Pune,Indore, Telangana, Delhi, Trivendrum, Vadodra

About The Role : Job title:TAS Client Service Specialist Corporate titleAnalyst 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. OverviewBusinessTrust and Agency Service (TAS): With offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore and Tokyo, the Trust and Agency Services team at Deutsche Bank 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. OverviewTeam: 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. 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 EMEA business Corporate title will depend on the relative experience of candidate. 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) Flexible working arrangements 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: Supporting the Corporate Trust EMEA business across a portfolio of products and services including Debt Capital Markets bonds and programme debt, liability management, project finance, asset repackaging vehicles and escrows 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 and investors as necessary 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 Interact daily with operations teams to support all debt servicing requirements including query management and resolution 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 You will have some, but not necessarily all of the following: Relevant experience in a similar role in investment banking or corporate banking administration 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 Additional European language skills including German, Spanish, Italian, French and Russian would be beneficial but not 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 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

Key Responsibilities Client Acquisition & Relationship Management : Identify, acquire, and manage relationships with High Net-Worth Individuals (HNWIs) and Ultra High Net-Worth Individuals (UHNWIs), ensuring personalized financial solutions. Investment Advisory : Provide research-based advice on Mutual Funds, Portfolio Management Services (PMS), Structured Products, and Insurance. Portfolio Management : Monitor and adjust client portfolios to align with their financial goals and market conditions. Business Development : Develop strategies to expand the client base and increase Assets Under Management (AUM). Client Engagement : Conduct regular meetings (both virtual and in-person) to review client portfolios and provide updates. Market Research : Stay updated on market trends and investment opportunities to offer informed advice. Compliance & Reporting : Ensure adherence to regulatory requirements and prepare regular reports on client portfolios and performance. Qualifications & Skills Education : Bachelors degree in Finance, Economics, Business Administration, or related field. An MBA or certifications like CFP or CFA is a plus. Experience : 5–10 years in wealth management or financial advisory roles, with a proven track record in managing HNI/UHNI clients. Technical Skills : Proficiency in financial planning tools, Microsoft Excel, and PowerPoint. Familiarity with CRM software is advantageous. Soft Skills : Excellent communication and interpersonal skills. Strong analytical and problem-solving abilities. Ability to work independently and as part of a team. High level of integrity and professionalism.

Location: Bangalore Experience: 4-6 years Reports to: Head of Marketing About the Role: Were looking for a dynamic Product Marketing Manager to own and grow our Mutual Funds business. You will be responsible for developing marketing strategies, driving customer acquisition, improving product adoption, and working closely with the product and sales teams to drive business growth. Key Responsibilities: Define and execute go-to-market strategies for mutual fund products. Conduct customer and market research to identify trends, insights, and opportunities. Own positioning, messaging, and user journeys for mutual fund offerings. Create product education materials including videos, guides, and in-app tutorials Plan and manage campaigns across digital, CRM, partnerships, and content marketing. Collaborate with product, research, and compliance teams to drive product updates and promotions. Monitor KPIs such as CAC, LTV, and conversion rates, and optimize accordingly. Enable the sales and customer service teams with product knowledge and marketing assets. Requirements: 4-6 years in product marketing or growth roles in fintech, AMC, or broking platforms. Strong understanding of mutual fund products (direct vs regular, SIP/STP/SWP, etc.) Understanding traders' and investors’ pain points, motivations, and behaviors. Experience with digital marketing tools and CRM platforms. Analytical mindset with a creative approach to problem solving. Differentiating offerings in a competitive market. Excellent communication and stakeholder management skills. Analytical Thinking: Interpreting data from user behavior, campaigns, and the market to refine strategy. Ability to juggle multiple campaigns, product launches, and stakeholder inputs effectively.

About the Role: We are on a mission to build a tech-driven, dynamic investment platform that simplifies access to high-quality alternate investment products. This role is for an ambitious B2B sales leader who can drive strategic partnerships, manage a high-performing team, and expand our business network while ensuring strong revenue growth. If you are passionate about financial markets, business expansion, and partnerships, this is the perfect opportunity for you! Key Responsibilities: Maintain and strengthen relationships with existing Independent Financial Advisors (IFAs) who are market leaders. Drive strategic alliances to expand our investment ecosystem. Identify and onboard new partners to enhance market reach. Develop strategies for business growth and revenue generation through partnerships. Lead and manage a team of 5-6 members, ensuring high performance and goal achievement. What Were Looking For: Proven B2B sales experience (preferably in financial services or investment products). Strong knowledge of financial markets and investment products such as Fixed Income, Equity, Mutual Funds, Bonds, AIFs, etc. Proficiency in MS Office (especially Excel) for data analysis and reporting. Excellent communication skills (verbal and written). Experience in growth marketing & communication is a plus. Why Join Us? Be a key player in shaping a next-gen investment platform. Work with market leaders and drive high-impact partnerships. Opportunity to grow in a fast-paced, technology-driven environment. If you are a strategic thinker with a passion for business alliances, sales, and financial markets, wed love to hear from you! About Company LiquiLoans (NDX P2P Private Limited) is a cutting-edge Peer-to-Peer Lending platform founded by Achal Mittal & Gautam Adukia, the visionaries behind Rentomojo. Backed by Matrix Partners (investors in Ola, Practo, Quikr), we are scaling fast with 5000 Cr+ AUM and a strong network of 4000+ market-leading IFAs. We are creating a dynamic, tech-driven investment platform that empowers individuals to invest seamlessly in high-quality products like Bonds, Bill Discounting, and Alternative Investments. By integrating new-age, data-driven strategies, we aim to offer end-to-end, easy-to-use investment solutions that maximize growth and security.

Min. 1 year exp. required in- (Financial Planning Concepts, Wealth Management, Mutual funds, Stocks, Bonds, Debts, Equity) Package upto 7 LPA *Commerce graduate ONLY* US Shift Walk in only Contact@ 7289094130 / yashika.imaginator@gmail.com Required Candidate profile Excellent communication skills are mandate

Job Title: Post Trade - Team Leader Location: Chennai Experience: 6+ Years Job Summary As a Team Leader - Post Trade , you will oversee the execution of complex corporate actions across various asset classes while collaborating with internal teams (Investment, Compliance, Tax, and Accounting) and external stakeholders. You will manage daily operations, ensure risk mitigation, and foster team development in a fast-paced environment. This role requires hands-on expertise in corporate actions, an analytical mindset, and strong leadership capabilities. Key Responsibilities Operational Excellence Scrutinize and identify new corporate action events from multiple custodians and data vendors. Create and manage composite corporate action records, aligning details across custodians. Review and approve records created by team members for accuracy and consistency. Communicate timely and accurate corporate action details to the investment team. Manage fund manager elections for voluntary events and ensure accurate instruction processing. Instruction & Reconciliation Reconcile holdings across custodians and internal systems, resolving discrepancies or escalating as needed. Prepare, authorize, and transmit instructions for corporate actions to custodians. Monitor instruction delivery and confirmations, particularly for non-default choices. Accurately book entitlements (cash/stock) and manage compliance during the corporate action lifecycle. Controls & Documentation Ensure compliance with internal procedures and controls during every step of the process. Maintain full documentation for all events and ensure timely closure. Monitor team mailboxes, address queries, and ensure ownership of responses. Proactively escalate potential risks and resolve booking breaks (stock and cash). Team Leadership & Development Support the manager with performance appraisals, policy adherence, and staff evaluations. Develop and coach analysts to meet operational and strategic goals. Lead team training efforts, especially in specialist products. Promote a culture of continuous improvement, openness to feedback, and innovation. Asset Classes Managed Equities Bonds Unit Trusts Contracts for Difference (CFDs) Leveraged Loans Private Assets Mandatory Skills 6+ years' experience in end-to-end corporate actions (mandatory and voluntary) within Custodian or Asset Management environments. Strong understanding of asset lifecycle and event types like dividends, stock splits, M&A, spin-offs, rights issues, tender offers, and more. Proficient in handling risks, reconciliations, and compliance related to corporate actions. Deep operational knowledge of equities, bonds, unit trusts, and CFDs. Leadership experience in developing teams, mentoring, and managing performance. Strong communication, problem-solving, and organizational skills. Experience with reconciliation tools and corporate action processing systems (e.g., Aladdin). Good-to-Have Skills Exposure to Private Assets and Leveraged Loans. Certifications like Investment Operations Certificate (IOC) or CFA Institute Investment Foundations. Broader banking or asset management experience. Familiarity with continuous improvement frameworks and risk-control best practices. Adaptability to new technologies and process automation. Keywords: Leadership Development, Trade Lifecycle, Trade Management Required Skills Leadership Development,Trade Lifecycle,Trade Management

Role & responsibilities Duties: Fees & Commissions the Fees and Commissions team manages income, fee and interest charges for the client and house businesses. The team impacts the success of millions of trades a day and uses data-based decision making to influence strategic business decisions. Adapting to changing client and business needs and accurate management of charges is critical to the profitability of our organization. Team responsibilities include rate maintenance, charge validations, reconciliations, adjustments, payments, cost allocations, system developments, regulatory updates, strategic projects, and business query support. We use data analytics and tools such as Alteryx, Tableau and SQL to make data-driven decisions and suggestions. How You Will Fulfil Your Potential Enhance and improve our processes and functions by developing a deeper understanding of the function and becoming a technical expert. Collaborate with our technology and business partners as well as external contacts to improve strategic process workflows. Provide timely client or business query support. Use your inquisitive mindset to identify control weaknesses and recommend robust solutions. Monitor Futures/listed derivative fees, commission or interest related functions for clients and house businesses. Maintain accurate commission, interest, and fee rates for clients in all firm systems. Ensure accurate collection and payment for millions of trades a day. Monitor and approve functions that span the life cycle of a trade such as validations, configurations, adjustments, reconciliations, invoices, and payments. Align team expectations and oversee gaps around all phases of the trade and billing life cycle. Act as a technical expert to enhance firms processes, identify control weaknesses, recommend robust solutions, in collaboration with direct team, internal and external technology and business partners. Regularly assess client, business and regulatory needs and identify change required. Plan and execute projects to increase firm profitability and adhere to any new compliance guidance. Develop readiness plan and associated change management strategies for new functionality upgrades on the back of business, regulatory or system upgrades. Partner with Business Intelligence team to develop capabilities for new process that would identify and mitigate risk derived from the correlation of quantitative and qualitative data. Define project scope and required resources; set objectives and milestones; measure outcomes and their impact. Highlight project bottlenecks and propose feasible solutions. Collect, interpret, and condense large amount of complex data, and present meaningful actionable insights to senior level stakeholders. Skills And Experience We’re Looking For Bachelor’s degree Self-motivated and proactive team player who takes ownership and demonstrates accountability, has strong organizational skills as well as the ability to effectively manage competing priorities. Proactive, enthusiastic approach with very high attention to detail Highly collaborative, flexible, and team-focused with ability to interact effectively with a wide range of stakeholders. Effective problem solving and critical thinking skills along with the ability to use discretion and good judgment. Excellent Client Service skills with ability to communicate complex issues to individuals with varying levels of product expertise. Competency with MS Suite, especially Excel and the ability to learn multiple programs quickly. Data ingestion, data transformation and harmonization, data processing, data provision, data modeling, and data access. Financial and risk management experience including compliance risk (ex – data management, charge accuracy), security risk (ex – client data security and confidentiality), and operational risks (ex – human error, process flaws, data maintenance) Identifying process-flow bottlenecks, providing escalation management, anticipating/making trade-offs, and balancing business needs within pre-existing constraints. Collecting, interpreting, and condensing large amount of complex data, and presenting meaningful actionable insights to senior level stakeholders. Adaptable to changing business needs. Ability to learn quickly with high desire for large responsibility. Strong organizational skills and ability to effectively manage competing priorities.