495 Bonds Jobs - Page 2

Role Overview: You will be required to understand and have experience in the Capital market Domain, including Bonds, Asset classes, FIX msg, and Equity. Your development experience in Python will be essential for this role. You will also be responsible for understanding requirements, formulating Test strategies, Test schedules, and test plans. Client interaction in a convincing manner will be crucial, along with developing and executing automated scripts during the release schedule. Providing technical support to resolve any technical issues during the design and execution of test cases will be part of your responsibilities. Additionally, you will participate in walkthrough sessions/meetings...

Job Summary Business Wealth Management Processes AME Investment operations People & Talent Responsibilities that are related to the development and implementation of a strategy, for example, Awareness and understanding of the Group&aposs business strategy and model appropriate to the role Ensure the provision of ongoing training and development of people and ensure that holders of all critical functions are suitably skilled and qualified for their roles ensuring that they have effective supervision in place to mitigate any risks Risk Management The ability to interpret the Group&aposs financial information, identify key issues based on this information and put in place appropriate controls a...

Role & responsibilities: Role Overview: We are looking for a dynamic and goal-oriented Wealth Manager to join our sales team. The ideal candidate will be responsible for client acquisition and building a portfolio with an Assets Under Management (AUM) target of 1 Crores in the first 3 months. This is a sales-focused role requiring strong interpersonal skills, financial product knowledge, and the ability to build trust-based relationships with clients. Key Responsibilities Acquire new high-net-worth (HNI) and mass affluent clients for investment and wealth management services. Drive AUM growth by identifying client needs and offering tailored solutions. Meet and exceed sales targets minimum 1...

Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation 2. Give high priority service to the customers as per the company processes 3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stock...

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...

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...

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

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

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...

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

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

The Sr Manager/AVP Fixed Income Primary & Secondary Market position is based in Mumbai. Your role involves mobilizing Fixed Income Securities through Public Issues & Private Placements of bonds within the Indian Debt Market. You will be responsible for originating deals from the markets by making daily calls, catering to clients" fixed income requirements, and exploring opportunities in the primary & secondary bond market. Additionally, you will process proposals from bankers and financial institutions, place deals, and engage with a new list of investors while maintaining existing relationships. A key aspect of your role is to have a basic level understanding of the structure, terms, and ri...

Job Description: To support the marketing, sales and distribution of Fixed Income products like Govt. Securities, T-bills, State Development loans, Corporate Bonds etc. to Institutional Investors such as Cooperative Banks/ DCCBs/ Apex Banks, Provident Fund / Pension/ Gratuity trusts, NBFCs, Universities, Trusts etc and other eligible market participants as per the extent guidelines and policies of the Company. Job KRAs: New client acquisition, retention of existing clients, assessing requirement of clients for sale/ purchase of fixed income products and support in achieving Business Targets of the Company.

Support Fixed Income processes to ensure accuracy completeness of financial data Gain a thorough understanding of core processes to identify and implement process efficiencies Ensure SLA compliance escalate issues to managers when needed Required Candidate profile Document procedures, prepare training materials, update process manuals. Provide training mentoring to new joiners; act as a QC analyst when required. Conduct team huddles, one-on-one meetings Perks and benefits Perks and Benefits

Were Hiring Sales Head (Mutual Fund & Fixed Income) Location: Ahmedabad Company: Pravin Ratilal Share and Stock Brokers Ltd. About the Role We are looking for an experienced Sales Head to lead our Mutual Fund & Fixed Income business. The role involves driving sales strategy, managing client relationships, and achieving growth across Retail, HNI, UHNI, and Institutional segments. What You'll Do 1) Lead and manage the sales team to achieve revenue & AUM targets. 2) Drive business in Mutual Funds and Fixed Income products . 3) Build strong relationships with clients and expand our network. 4) Collaborate with product & research teams for tailored solutions. 5) Ensure compliance with SEBI, AMFI ...

The Team: Asset managers, custodians, hedge funds and investment banks rely on us to deliver timely, accurate, multi asset class index data to support their trading and investment activities. ETF & Benchmarking Solutions provides a comprehensive view of the global ETF market to support the needs of all participants, from issuers and buy-side investors to brokers and market makers. The EBS Client Service team are subject matter experts who strive to deliver a best-in-class experience in product support, relationship management and customer communications. Responsibilities and Impact: The successful candidate will be expected to develop deep knowledge of EBS products and systems to support cli...

The role requires you to measure, monitor, and analyze Market Risk for the Trading Book of the bank. You will need to sensitize the Financial Market Team, ALCO, and RMC on possible limit excesses by computing and analyzing various risk parameters such as VaR, NOOP, AGL, and Stress testing. Your key responsibilities include having a good understanding of financial market products like Derivatives and Bonds, as well as proficiency in valuation software such as Murex. You will work towards strengthening the existing risk framework with the guidance of ALCO or Top Management for continuous improvement. Proactive Risk Management and reporting of Trading Book Risk reports to RBI or Board/RMC/ALCO ...

The Team: Asset managers, custodians, hedge funds and investment banks rely on us to deliver timely, accurate, multi asset class index data to support their trading and investment activities. ETF & Benchmarking Solutions provides a comprehensive view of the global ETF market to support the needs of all participants, from issuers and buy-side investors to brokers and market makers. The EBS Client Service team are subject matter experts who strive to deliver a best-in-class experience in product support, relationship management and customer communications. Responsibilities and Impact: The successful candidate will be expected to develop deep knowledge of EBS products and systems to support cli...

Individual Accounting of Directors & Other family members Bank Reconciliation Statement Balance Sheet Closing P & L Statements Investment - shares, stocks, bonds, other securities Tracking Directors bank installment, payments Tax Filing Tally must

Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction.

Grade Level (for internal use): 09 The Team: The Custom Index Management Team within the Global Index Management & Production Group (IMPG). The Impact: The Index Manager is responsible for managing a wide range of S&P and Dow Jones custom indices. They will ensure that the indices are managed in accordance with their methodology, perform routine analysis and make presentations to the respective Index Committees on a periodic basis. Whats in it for you: An exciting new opportunity to join a leading index provider, build your skill set, and grow with the team. As an Index Manager, you will be responsible for a group of indices, across global markets, that adopt complex index strategies to achi...

Grade Level (for internal use): 08 The Team: Asset managers, custodians, hedge funds and investment banks rely on us to deliver timely, accurate, multi asset class index data to support their trading and investment activities. ETF & Benchmarking Solutions provides a comprehensive view of the global ETF market to support the needs of all participants, from issuers and buy-side investors to brokers and market makers. The EBS Client Service team are subject matter experts who strive to deliver a best-in-class experience in product support, relationship management and customer communications. Responsibilities and Impact: The successful candidate will be expected to develop deep knowledge of EBS ...

1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. 3) Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. 4) Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 5) Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees. 6) Recruit potential new Franchisees and ...

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...

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 Candidate Profile 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