157 Bonds Jobs - Page 2

Are you a highly persuasive communicator with a passion for helping people navigate financial processes? Paisa bazaar, India's largest consumer credit marketplace, is looking for a driven Advisor- Investment to join our dynamic team. If you thrive in a target-driven environment and are committed to ensuring a seamless user experience, we want to hear from you! Location - Gurgaon Sector 44 Working Days - 6 Days Role - Advisor/SME/Team Lead Key Responsibilities: Build, own, and manage relationships with investors looking to invest in Grips investment products. Own customer acquisition and lead conversion through calls, working with channel partners, and qualifying prospects. Work closely with both internal and external stakeholders to increase investment activity on the platform. Drive AUM on the platform by deepening existing relationships and building new relationships by establishing HNI, advisory and institutional channels. Help investors take investment decisions by understanding investible corpus and risk appetite of the investors. Be the Face of the company for the investors, and the Voice of the investors for the company. Outbound Calls: Make outbound calls to users who have registered but not completed KYC. KYC Explanations: Clearly explain the KYC process, benefits, and compliance. Objection Handling: Address user objections and persuade them to complete KYC. Target Achievement: Meet daily/weekly call and conversion targets. Document Assistance: Assist users with document uploads (ID, address proof). Tech Troubleshooting: Collaborate with the tech team to resolve portal/app issues. Complex Case Escalation: Escalate complex cases (e.g., document rejection) to the KYC operations team. CRM Logging: Log all call outcomes in the CRM system. Reporting: Share daily/weekly reports on conversion rates and user feedback. Compliance & Data Security: Ensure adherence to KYC regulations and maintain user data confidentiality. Interested Candidates can call or WhatsApp their resume on 8800013127 (Kiran) OR kiranyadav@paisabazaar.com

Objectives of this role Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, NCDs, Insurances, structured product MLD based on through market research and analysis. Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs. Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions. Helping the company meet its financial objectives through personalised financial planning. Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients. Required skills and qualifications BA bachelor's degree in finance, economics, business administration or a related field. 3+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments. Understanding of financial markets, investment products, and wealth management principles. Proficiency in financial analysis tools, portfolio management software, CRM systems and MS Office suite. Excellent interpersonal skills and the ability to build trust and rapport with clients. Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset. Exceptional verbal and written communication skills in explaining complex financial concepts to clients. Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices. Preferred skills and qualifications A master's degree in finance, accounting, economics, or a related field. NISM V-A MF Certified. Experience in serving high-net-worth individuals and understanding their unique wealth management needs. Proven track record of achieving sales targets and building a successful client portfolio. Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously.

Position Associate- Fixed Income Database (Third Party Payroll) Division CRISIL Intelligence Department Fixed Income Research - Data Employment type Third Party Payroll (Contractual) Location Pune/ Mumbai Role Summary Functional Responsibility / Domain Related Research on Fixed Income products like bonds, CP & CD Collation of Primary and secondary trading data from various websites, term sheets and updating the same in the database Preparation of daily data feed files Preparation of data reports in excel using FIDB and Bond Valuer Resolving internal and external data queries Process Adherence Ensure high quality of data management Planning and completion of deliverables on schedule Client Management / Stakeholder Management Should be able to gather information on Indian Fixed Income products whether primary or secondary market from all sources of information in a tactful way Identify automation possibilities in the process Essential Qualification Graduate (Preferably B Com) Experience 1 – 2 years of relevant work experience in Data collation is preferable Skills Good number crunching / MS Excel skills Good communication and writing skills Knowledge of capital markets (especially Fixed Income) fundamentals, NCFM certification desirable Experience in working with tools like Reuters & Bloomberg would be an advantage Diligent, self-starter, independent performer Ability to work in different teams in deadline driven projects Basic VBA knowledge desirable

Dear Applicants, Greetings from Teamware Solutions! Position: Fixed Income (Pre matching/bonds/euroclear/settlements) Experience: 2-4 Years Location: Bangalore (Only local candidates can apply) Notice Period: Immediate Joiners Interested candidates can apply to the given Email ID: greeshma.t@twsol.com Job Description:- 1. Perform key processes to ensure that risk matches the books and records of the Firm. 2. Monitor and support the trade life cycle activities for products like Bonds, Futures and Options. 3. Perform daily reconciliations and resolve trade breaks with relevant teams liaising with Front Office, Back Office (Finance, Clearing, Settlement) and IT Teams. 4. To perform pre-matching activities of the trades and settlement process to minimize failures. 5. Identify and Implement Process improvements and Automation activities by collaborating with Front Office, Risk team, Operations, and IT to streamline the process.

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.

Drive sales by acquiring HNWI/UHNWI clients and offering tailored investment solutions. Ensure portfolio performance, compliance, and exceptional client service across financial products.

Drive sales and build long-term relationships with HNWIs and UHNWIs. Recommend investment solutions aligned with client goals.

Job Role: Investment Manager Location: Hitech City, Hyderabad 2-5 years of Experience • Preferably from NBFC background • Strong analytical skills • Technical & functional expertise • Microsoft Excel & PowerPoint Proficiency • Good understanding of Investment and treasury products Job Profile Investment Management • Ensure Board approved investment limit is complied. • Managing the funds and daily cash flows depending on the business requirement and liquidity need. • Extensive knowledge of different investment instruments like MFs, FDs, Bonds, T-Bills (Treasury Bills) etc. • Prepare investment note covering cost and return of various investment instruments. • Knowledge of calculating MF return and Bonds pricing. • Operational knowledge of reporting Bond, MF etc. investment transactions through BSE NSE and other Mutual fund platforms, preparation FD letters and day to day other investment transaction tasks. • Compute and match final accounts balance of all investments, accruals and gains/loss on investments. Relationship Management • Relationship management with different counter parties like AMC, Banks, Investment Brokers. Others • Handling and resolving audit queries of the tasks under your purview. • Preparation of different presentations like ALCO etc. • Drafting of SOPs and Policies • Portfolio Cuts, Vintage Curve, Collection Efficiency and other business reports related to NBFCs

Contact Centre Specialist Hiring -Gurgaon/Noida Exp: 1+yr Financial Domain Only Customer Service, Financial Planning, Stock/Share Mkt, Bonds, Debt/Equity, Basic Math Package Upto 8LPA Grads: BBA/BCOM/MCOM Call: 9810996899/ latika.chopra05@gmail.com

locationsBangalore - Northposted onPosted 3 Days Ago time left to applyEnd DateMay 31, 2025 (13 hours left to apply) job requisition idJR-0008551 Job Overview: Important Note to Candidates: This role is not suitable for pure operations/BAU profiles. It requires strong Calypso functional knowledge, business analysis skills, and the ability to configure, support, and automate processes within Calypso. The candidate will be involved in client data analysis, system setups, and live support for Middle Office users. We are seeking an experienced Calypso Implementation Analyst to join our Middle Office team. The ideal candidate will have direct, hands-on experience with Calypso version 16 or above, particularly in supporting client migration and onboarding projects. This is a functional role (non-operations) focused on system setup, configuration, and coordination for onboarding new clients and funds across global markets. Key Responsibilities: Execute client and fund onboarding projects in the Calypso platform (v16+), ensuring all system components are configured for trade processing, settlement, and P&L reporting. Perform detailed Calypso setups, including: Static Data Configuration Settlement Delivery Instructions (SDIs) and Filters Pricing and Feed Address Mapping Scheduled Task Setup and Monitoring Error Resolution in Straight Through Processing (STP) Curve Creation and Maintenance Security Setup for Futures & Options Portfolio Workstation Creation Portfolio Swaps Configuration and Management Conduct and support UAT testing, documenting scenarios and resolving functional issues. Collaborate with Client Service Managers, Front Office, and Back Office teams across global regions (EMEA, APAC, US). Work with JIRA and Confluence for issue tracking, documentation, and task management. Support development and maintenance of Standard Operating Procedures (SOPs) for onboarding workflows. Ensure timely resolution of market data issues, trade lifecycle errors, and system alerts. Participate in trade booking, allocations, and confirmation processes. Interact with external systems like Omgeo CTM and ALERT (preferred but not mandatory). Required Skills & Experience: 515 years of total experience in Capital Markets, with at least 5 years of hands-on Calypso experience (version 16 or above). Strong knowledge of financial instruments including: - SwapsEquity Swaps, Credit Default Swaps (CDS), Interest Rate Swaps (IRS) - Equities, Corporate & Convertible Bonds - Futures, Options, and other derivatives - Corporate Actions and trade lifecycle events Hands-on experience in Application/Technology teams rather than Operations. Proven ability to handle system configurations, troubleshoot data setup issues, and support complex onboarding initiatives. Excellent communication skills and the ability to collaborate across functional and geographic boundaries. Proficient in Excel, with exposure to VBA, Macros, and data transformation techniques. Preferred Qualifications: Postgraduate in Finance, MBA, or professional certifications such as CFA, CA, or CMA. Prior experience in client onboarding or migration projects within investment banking, hedge funds, or mutual fund environments. Location Requirement: Must be open to working full-time from our Bangalore BCIT Office (Thanisandra).BhartiyaCityofInformationTechnology, Block3B,14thFloor, ThanisandraMainRoad,Kannuru,Bengaluru,560064,India What We Offer: A dynamic role in a high-performing and growing global business. Direct interaction with senior stakeholders and cross-functional teams. Opportunities for career advancement and technical skill development. A diverse and inclusive workplace.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.

Role & responsibilities Responsible for sales target achievement through partnership channels & self-sourcing Preferred candidate profile 3 to 8 years of relevant experience in Capital market, Mutual Fund, Equity broking industry & distribution houses into financial services Experience in loan against securities & exposure to digital lending process in loan against securities is preferred Preferred Industries: Equity Broking : ICICI Securities, HDFC Securities, IIFL, Share Khan, Motilal Oswal, Angel Broking etc.. NBFC : Bajaj Finserv, Tata Capital, Edelweiss etc.. Distribution Houses : JM Financial, Anand Rathi, SMC Global, Prudent, NJ India etc Banks : ICICI, HDFC, AXIS, KOTAK Please share your CV to anoop.kumar4@Piramal.com or WhatsApp your CV : 6230719397

Ready to shape the future of work? At Genpact, we don't just adapt to change we drive it. AI and digital innovation are redefining industries and were leading the charge. Genpacts AI Gigafactory, our industry-first accelerator, is an example of how were scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI, our breakthrough solutions tackle companies most complex challenges. If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team thats shaping the future, this is your moment Genpact (NYSE: G) is an advanced technology services and solutions company that delivers lasting value for leading enterprises globally. Through our deep business knowledge, operational excellence, and cutting-edge solutions we help companies across industries get ahead and stay ahead. Powered by curiosity, courage, and innovation , our teams implement data, technology, and AI to create tomorrow, today. Get to know us at genpact.com and on LinkedIn , X , YouTube , and Facebook. Inviting applications for the role of Management Trainee, Wealth Management Location :- Bangalore Responsibilities: Candidate should possess knowledge of banking operations, preferably Mutual Funds and/or Money Market fund operations. Good knowledge of all types of Mutual Funds such as Unitized, Private Equity, Limited Partnership, Non-unitized, Monthly series and daily and monthly funds etc. Should have knowledge of the Mutual Fund income cycle. Hands on experience around Mutual Fund Income, equalization and required documentation. Good knowledge and understanding of Income pre-balancing and posting tasks. Experience of posting transactions on accounting book for exception resolution. Ability to work effectively as a member of a team individually. Experience of applications like AddVantage, Trust Desk & Global Plus applications would have added advantage. Candidate should have a good understanding around Risk and Control framework. Good knowledge of MS Excel is required. Good communication skill required to establish strong relationship with onshore counterparts and should be capable of handling Onshore Queries. Qualifications we seek in you! Minimum qualifications Any Graduate (PG an added advantage) Effective probing & root cause analysis skills Proficiency in MS Office skills. Preferred qualifications Relevant work experience in an Associate role of previous experience in amiddle/back office in financial services firm is a must. Why join Genpact? Be a transformation leader Work at the cutting edge of AI, automation, and digital innovation Make an impact Drive change for global enterprises and solve business challenges that matter Accelerate your career Get hands-on experience, mentorship, and continuous learning opportunities Work with the best Join 140,000+ bold thinkers and problem-solvers who push boundaries every day Thrive in a values-driven culture Our courage, curiosity, and incisiveness - built on a foundation of integrity and inclusion - allow your ideas to fuel progress Come join the tech shapers and growth makers at Genpact and take your career in the only direction that matters: Up. Lets build tomorrow together. Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation. Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.

Vacancy Name: Reference Data Analyst Location Country: India Location City: Bangalore - Kormangala Description: As a Financial Market Data Analyst, you will be part of a global operations team that provides support, maintenance, and research for SST Reference Data Business. You will interact and build relationships with clients and data vendors, ensuring timely and accurate delivery of market data information. Job Responsibilities: Provide creative and innovative solutions to improve data quality and scope, while reducing operating costs • Assist with evaluating new clients requirements and providing recommendations on services or solutions • Source, maintain and analyze reference and price data • Collaborate with technology departments to develop, enhance, and deliver performance and reliable solutions and platforms • Provide knowledge and information on data models and structures for financial instruments • Determine and acquire data appropriate to the end user's specifications • Coordination and collaboration required with colleagues located throughout the world • SLA Management • Vendors Management Key Skills: - Strong knowledge of market data vendors products and services is a plus - Previous experience with collecting information from multiple sources and requiring attention to detail - Time sensitive and demanding user community - Client Focus, Priority setting, Integrity and Trust - Strong interpersonal and relationship management skills - Strong oral and written communications skills Qualifications: MBA, CFA, BE/B-Tech, BS/BA in Business Administration or Economics Experience: 2+ years of relevant experience Employment Type: Permanent Equality Statement: SmartStream is an equal opportunities employer. We are committed to promoting equality of opportunity and following practices which are free from unfair and unlawful discrimination.

Istaa Finserv is looking for Proprietary Trader - Equity Derivative Desk to join our dynamic team and embark on a rewarding career journey. Execute and manage trades across various financial instruments, including stocks, bonds, commodities, and derivatives, ensuring compliance with regulatory and company guidelines Monitor market trends, news, and economic data to make informed trading decisions, identifying profitable opportunities and adjusting strategies as needed Maintain up-to-date knowledge of relevant financial regulations and market developments, adapting strategies to changes in policies and economic conditions Conduct detailed market analysis and assess risk factors, utilizing quantitative and qualitative data to evaluate potential trades and reduce exposure to risk Collaborate with analysts and other team members to develop and refine trading models, ensuring alignment with overall investment objectives and risk tolerance Communicate trade performance, market outlook, and strategic insights to stakeholders, supporting data-driven decision-making within the organization Develop and implement effective trading strategies, leveraging financial instruments and market knowledge to optimize profit and manage portfolio performance Monitor trade lifecycle from execution through to settlement, resolving any discrepancies and ensuring accurate record-keeping and reporting

Job Summary Synechron is seeking a skilled Senior Calypso Developer to join our dynamic team. This role is integral to the development and enhancement of our Calypso platform, focusing on Fixed Income, Derivatives, Money Markets, Advances, Letters of Credit, and Equity products. The successful candidate will contribute significantly to our business objectives by ensuring seamless migrations, upgrades, and integrations, fostering innovation, and optimizing operational effectiveness. Software Requirements Required Software Proficiency: Calypso Development, including upgrade projects (preferably to version 18). Java (Advanced proficiency). PL/SQL (Advanced proficiency). Linux (Advanced proficiency). Experience with Calypso Pricing, Accounting, ERS, Workflows, Reporting, Task Station, and Scheduled Task functionality. Preferred Software Proficiency: Exposure to Jenkins, CI/CD methodologies. Familiarity with Cloud Technologies. Overall Responsibilities Design, develop, and implement solutions in Calypso for financial products including Fixed Income, Derivatives, Money Markets, Advances, Letters of Credit, and Equity. Oversee Calypso upgrade projects and migration from legacy applications. Collaborate with stakeholders to understand requirements and deliver tailored technical solutions. Develop and maintain custom modules and integrations within Calypso. Troubleshoot and resolve technical issues related to Calypso functionalities. Optimize performance and ensure compliance with industry standards. Maintain comprehensive documentation for all developed solutions. Technical Skills (By Category) Programming Languages: EssentialJava, PL/SQL PreferredFamiliarity with scripting languages in Linux Databases/Data Management: EssentialProficiency in database management using PL/SQL Cloud Technologies: PreferredFamiliarity with cloud solutions and integrations Development Tools and Methodologies: EssentialExperience with Calypso development tools and methodologies PreferredExposure to Jenkins, CI/CD practices Experience Requirements Minimum 12+ years of IT experience. 5+ years of focused experience in Calypso development and migrations. Experience with Calypso versions 16.1 onwards. Domain-specific experience in financial products and back-office processes like SWIFT messages, settlements, and accounting. Day-to-Day Activities Lead design and development activities within Calypso for specified financial products. Engage in regular meetings with stakeholders and cross-functional teams. Manage deliverables related to upgrade projects and custom module development. Exercise decision-making authority in technical solutions and project execution. Monitor application performance and provide ongoing optimization. Qualifications Bachelors or Masters degree in Computer Science, Information Technology, or a related field. Relevant certifications in Calypso or related technologies are a plus. Professional Competencies Strong problem-solving and analytical capabilities. Leadership and teamwork abilities, with a focus on collaborative project management. Excellent communication skills for effective stakeholder engagement. Adaptability and a learning orientation for continuous improvement. An innovative mindset and ability to articulate complex concepts to diverse audiences. Effective time and priority management skills.

We are seeking a results-driven Portfolio Manager to lead multi-asset investment strategies including equities, forex, ETFs, bonds, and alternative instruments. This role demands expertise in market dynamics, risk management, and delivering consistent value to HNI and institutional clients. Location- Mohali Your Future Employer: A rapidly growing fintech and investment firm, transforming global financial markets through innovation. Responsibilities: 1. Designing and managing investment portfolios across equities, forex, ETFs, bonds, and alternative assets. 2. Conducting deep market research and analysis on domestic and global economic trends to drive investment decisions. 3. Implementing comprehensive risk management frameworks including hedging, compliance, and stress testing. 4. Interfacing with clients to present strategies, insights, and performance reviews tailored to their financial goals. 5. Collaborating with cross-functional teams and mentoring analysts while contributing to the firms investment thought leadership. Requirements: 1. 7+ years of relevant experience in portfolio management 2. Deep knowledge of Indian markets, forex trading, ETFs, and bonds 3. Proficiency in Bloomberg, Reuters, TradingView, MetaTrader, or similar platforms 4. Strong grasp of SEBI, RBI, and FEMA regulations 5. CFA, FRM, or NISM Portfolio Management Certification is a plus Whats in it for you? Be part of an agile, global-thinking team at the forefront of fintech innovation, managing high-impact portfolios and shaping the future of investment. Reach Us: If you feel this opportunity is well aligned with your career progression plans, please feel free to reach me with your updated profile at vanika.arora@crescendogroup.in for a confidential discussion on role.

Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives. To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Equity To educate clients on the features, benefits, and risks associated with various wealth management products. To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile. To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. Key Requirements: Should have strong understanding of wealth management products, including AIFs and PMS. Should have a proven track record of building and managing relationships with high-net-worth individuals. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose - the relentless pursuit of a world that works better for people - we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. Senior Associate/Process Developer/Management Trainee - Mutual Fund Income , Wealth Operations In this role, you would be responsible for responsible for back-office functions for our client. In Back-office functions you will primarily be working on Mutual Fund Income. You will be responsible for pre-balancing of income payments for Mutual Funds and need a sound understanding of flow of cash from Fund Manager to Custody to client. Will be working on releasing payments to all clients on the pay date within the defined SLA. Completing post-balancing activities such as clearing out of balances, following up with Fund Managers / custodians regarding income discrepancies and handling income claims from counterparties. Responsibilities: Candidate should possess knowledge of banking operations, preferably Mutual Funds and/or Money Market fund operations. Good knowledge of all types of Mutual Funds such as Unitized, Private Equity, Limited Partnership, Non-unitized, Monthly series and daily and monthly funds etc. Should have knowledge of the Mutual Fund income cycle. Hands on experience around Mutual Fund Income, equalization and required documentation. Good knowledge and understanding of Income pre-balancing and posting tasks. Experience of posting transactions on accounting book for exception resolution. Ability to work effectively as a member of a team individually. Experience of applications like ADDvantage, Trust Desk & Global Plus applications would have added advantage. Candidate should have a good understanding around Risk and Control framework. Good knowledge of MS Excel is required. Good communication skill required to establish strong relationship with onshore counterparts and should be capable of handling Onshore Queries. Qualifications we seek in you! Minimum qualifications Any Graduate (PG an added advantage) Effective probing & root cause analysis skills Proficiency in MS Office skills. Preferred qualifications Relevant work experience in an Associate role of previous experience in amiddle/back office in financial services firm is a must. Interested candidates can share resume at Manvika.Singhal@genpact.com Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation. For more information, visit www.genpact.com . Follow us on Twitter, Facebook, LinkedIn, and YouTube. Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.

JD : As a Middle Office Operations Specialist, you will facilitate communication between custodian services and our internal setup teams. Your role will involve managing and coordinating the setup processes to ensure timely and accurate completion. Key Responsibilities: Liaison Role: Act as the main point of contact between custodians and internal setup teams. Process Coordination: Coordinate with custodian services to complete setup requests and resolve issues. Middle Office Expertise: Utilize your knowledge of middle office operations to manage and streamline the setup process. Very good knowledge about capital market, derivatives, FX, OTC, Collateral management etc. Must possess the knowledge about Trade life cycle (US and Global). Should be able to understand about Swift setup and its types.Coordination of onboarding with our clients third parties(Custodians, Brokers, and Transfer agencies). Co-ordinating the completion and signing of SWIFT setup forms where required. Communication: Maintain clear and effective communication with both custodians and internal teams to ensure smooth operations. Issue Resolution: Address and resolve any issues or discrepancies that arise during the setup process. Documentation: Ensure all documentation related to setups is complete, accurate, and compliant with regulatory standards. Qualifications: Experience: Experience in middle office operations or a similar role in finance. Knowledge: Strong understanding of middle office functions and processes. Communication Skills: Excellent written and verbal communication skills. Coordination: Proven ability to manage and coordinate between multiple parties. Attention to Detail: High accuracy in handling operational tasks and documentation Role & responsibilities share your resume at - devendrab@hexaware.com Regards, Devendra Bose

About Befree : Trusted by over 700 businesses, we are one of the largest bookkeeping companies in Australia & UK. We deliver best practice bookkeeping, accounts and payroll solutions tailored to your business needs. Our services are tailored to your business needs and are designed with a long-term approach. We provide a full range of services bookkeeping and accounting services at a price that wont break your budget. For more details visit : www.befree.com.au The Role of the Paraplanner The Paraplanner role may be broken down into four key parts: A. Preparing and maintaining the client file B. Preparing recommendations C. Implementing recommendations D. Review A. Preparing and maintaining the client file : GenerallytheFinancialPlannershouldcollectthequalitativeinformation(clientattitudes,life goalsetc)leavingtheparaplannertocollectallthequantitativedetailedinformationrequiredto compile a financial plan. The Paraplanner may attend client meetings. Specific activities include: • Check all compliance paperwork is present • Confirm client risk profile is determined • Discuss client objectives with planner •Identify and obtain the information necessary to compile financial cash flow forecast • Compile draft net worth statement; income and expenditure statements and financial cash flow forecast and discuss with planner. B. Preparing recommendations: Identify areas for planning • Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the clients needs • Prepare information/comparisons for analysis by planner • Liaise with clients providers. • Consider current and future allocation of assets for investment strategy with regard to client risk profile • Generate quotes and illustration online from respective providers • Generate quotes and illustration Online from respective providers • Prepare draft recommendation reports to be discussed/signed off by planner. C. Implementing recommendations: Prepare suitability letters in accordance with the agreed recommendations • Complete application / proposals forms • Ensure all compliance paperwork is in order • Make changes to clients investments as instructed •Implement the chosen investment strategies • Learn and execute the re-registration processes D. Review Act asmain point ofcontact anddealeffectively with queries from clients andother parties through effective communication • Establish and build strong relationships with clients and attend client meetings with planner if required • Preparing client valuations • Organise future planning meetings with client • Review investment portfolio, asset allocation, risk profile etc • Send planning figures toclient for update and revision in preparation for next meeting •Initiate review meetings with clients • Liaise with providers for fund valuations Key skills/Experience Required • Understanding of the Financial Planning process • Experience 2 years and above • Masters & Bachelors degree in business Finance, M.Com, CFP or a related field • Ability to achieve agreed outcomes without supervision • Priorities and plan own workload • Detailed and accurate • Quick adaptability of learning clients back office and analytical systems. • Articulate • Excellent interpersonal skills, both written and verbal • Ability to multitask and prioritize effectively • Good IT skills • Good report writing skills • candidates should be ready to adapt all other duties that the company sees fit and relevant to the business requirements. Desirable • Broad knowledge of financial services world • High level of technical knowledge • As the UK market is always demanding for quality work, you should continuously upgrade your knowledge through continuous reading (in free time) or with the help of your seniors. Job Timings: 10:30 AM To 7:30 PM (1st sat ,3rd sat & 5th sat off) Salary: As per Industry standards.

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, Unlisted Shares, Bonds 2. Meet the required AUM, investor acquisition and AUM targets for given area share Resume on 6352492572

Min 2 A/Cs of 5 Lac of Initial Margin. Min 2 SIP (Net) of 5K per month. Min 1 Lac Insurance premium every month (li/GI/hi/motor) Responsible for generating MoM 1x of CTC revenue from Third party product like Insurance/TGS/IAP/PMS/PE/IAF/FD/Bonds Required Candidate profile MoM 1x of CTC as transactional broking revenue (Equity/Currency/Commodity) Research, investigate and update client on available investment opportunities/financial market.building a strong AUM book

Servicing franchisee & existing PMS clients.,Sub broker,channel Partner. Cross selling of Equity, Mutual Fund & PMS products.Build a good rapport with them by providing market information & current portfolio status Achieving desired sales targets Required Candidate profile daily update the work to the reporting manager by EOD.Having strong analytical & communication skills. Ability to learn and be updated in line with the capital markets & current affairs.

Servicing franchisee & existing PMS clients.,Sub broker,channel Partner. Cross selling of Equity, Mutual Fund & PMS products.Build a good rapport with them by providing market information & current portfolio status Achieving desired sales targets Required Candidate profile daily update the work to the reporting manager by EOD.Having strong analytical & communication skills. Ability to learn and be updated in line with the capital markets & current affairs.

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